Katie Gotheridge

Salesforce CRM:

• Manage user accounts and profiles, ensuring accurate and secure access for all team members.
• Achieved a 96% reduction in missing fields within our Salesforce Contacts Database, significantly enhancing data integrity
• Create comprehensive reports and dashboards to provide actionable insights and support data-driven decision-making.
• Customize fields and layouts to enhance data organization and improve user experience.
• Implement field auto-population to streamline data entry processes and reduce manual input errors.
• Train team members on data input best practices, fostering consistency and accuracy across the organization.
• Generate quality control reports to monitor data integrity and identify areas for improvement.

ZoomInfo Marketing Tool:

• Enrich data and manage new leads for marketing outreach.
• Train team on ZoomInfo usage ad best practise.

Collaboration:

• Enhance Salesforce and ZoomInfo adoption with the Sales team and other departments.

• Providing right first time administration to ensure efficient processing of quotation enquiries.
• Supporting the field sales team to deliver an excellent customer experience, via the enquiry process, which ensures repeat business.
• Creating bespoke modular quotations using Salesforce and working with the Technical Drawing team to ensure all projects are quoted correctly first time to the client's requirements and exact specification.
• Contributing towards meeting and/or exceeding set targets, objectives and expectations.
• Promoting all of the modular and static welfare product ranges and services to maximise client spend.
• Preparing proposal packs for large projects and tenders as and when required by the business.
• Supporting large project calls with the wider sales team.
• Supporting the bids and tenders team putting together tender proposal packages.

• Coordinated projects and tenders, producing quotations, tender pricing documents, and completing RFQs and PQQs for various clients, including local authorities and house builders. Achieved notable wins, such as a local authority tender worth over £250K.
• Wrote and coordinated bids for tenders and frameworks aimed at local authorities, crafting compelling and precise responses that met tender specifications.
• Researched tender opportunities and maintained updated tender portals with relevant company information and documentation.
• Maintained and updated the Bid Library in a central location for team use.
• Managed customer/client information on the CRM system Salesforce for the Sales and Contracts team.

• Took a career break to save for a house deposit, working in a new restaurant in the Swiss Alps.
• Provided exceptional hospitality and assistance to clients, ensuring their experience exceeded expectations.

• I provided one off and annual quotations/ tenders as requested by our customers and Sales Representatives for product ranges defined by the business within the scientific sector.
• I prepared pricing for high quality, complex tenders, proposals and responses to Pre-Qualified Questionnaires.
• I prepare competitive quotes using company standard discount terms as a minimum, investigating price support and presenting a business case to our suppliers to maintain the highest possible margin.
• On receipt of the customer enquiry, I would identify suitable products, with cross-referencing and coding if required.
• I liaised with account managers where appropriate to understand customer requirements regarding pricing/margin, turnaround times and potential of the account.
• I always ensured I was working to the customer's expectations and deadlines if different from the departments.

• This role required me to drive profitable sales growth and achieve, or exceed, sales and margin targets through the development and execution of my territory sales plan.
• By segment I would identify target accounts, competitor opportunities and assess the impact of loss accounts.
• I followed up quotations, enquiries and complaints promptly and proactively to maintain effective customer relationships, maximise our potential opportunities, and develop customer intimacy.
• I had to meet weekly set call rates, quotation activity and other mandatory KPI's defined by the business.
• I would also actively support and execute specific sales campaigns and promotions as required.
• Produce sales reports as required by Sales Manager, UK Industrial Business.
• I took an active role in identifying opportunities for sales development and produce clear recommendations for enhancements to procedures, services and campaigns.