Teresa Chaplin

Managing the Key accounts Sales team and Project Team

• Tracked sales figures to assess team performance
• Maintained accurate pipelines and ensured timely follow-up on all quotes
• Conduct regular meetings with Key customers, with and without their External rep, to ensure projects are running smoothly
• Regularly speak with Suppliers to ensure upcoming projects are visible in their pipeline and forecasting
• Researched and helped implement the new CRM system, ensuring it is kept up to date and all data is accurate
• Aid with implementation of SOP's and ensuring best practice for each process
• Liaised with Procurement and the Warehouse team as well as Logistics to ensure projects were forecast and planned in advance to cater for any special requirements on customer sites
• Provided reports to Management detailing pipelines, sales figures, rebates and stock usage
• Helped Procurement forecast on top brands to cater for any spikes due to project requirements
• Developed the team processes by liaising with other departments to ensure the customer always received the best service
• Point of escalation for the Projects Team
• Ensuring all Live Projects are running smoothly and all quoted projects are logged and in the pipeline
• Assist the team in achieving their goals

From January 2026, due to a restructure internally, I have changed roles as a Senior Support for the External team dealing with the top spending accounts.

• Prepare quotes, log and maintain all large and price supported projects for the Sales Team
• Work with suppliers to ensure best pricing is obtained and correct items are quoted
• Ensure margins are maximised at all times, updating quotes should prices change
• Update Account Managers with quote pipeline reports
• Log and monitor live projects claiming rebates from suppliers where applicable
• Maintain the project logging system 'Airtable'

I was approached to go back to Wadsworth in a full time Sales role in September 2012

• I managed a large database of customers to enhance sales outreach
• Achieved sales targets consistently
• Managed spreadsheets and figures to enable us to assess sales figures
• Held supplier meetings and client meetings
• Gave an exceptional customer service experience to our clients
• Responded quickly and accurately to customers
• Read through CV's ready for interviews

In 2009 I set up my own business and consulted for a couple of different clients

Tasks I undertook were:

• Database cleansing and entry
• Typing (transcription work for the BBC and others), working to strict deadlines and 100% accuracy
• Conducted cold calls to potential clients to generate leads
• General Office cover, answering phones, loading quotes and orders
• Engaged with clients through on-site meetings

Wadsworth was purchased by a new company, Prism Data Cabinets.

I assisted with the transition including implementing the new systems and was responsible for ensuring the data was correct.

• I continued in my previous role after the transition

• Supporting two External reps
• Loading orders and quotes
• Arranging visits and managing their diaries
• Building relationships with customers
• Achieving targets set
• Visiting clients when required
• Managing project meetings and large projects and supporting the sales teams with administration

• Maintaining stock levels
• Managing Supplier Accounts
• Meeting targets for stock and on time deliveries
• Responding quickly and accurately to sales staff

• Supporting sales staff
• Loading Quotes
• Obtaining delivery dates for orders
• Liaising with other departments
• Assisting Reception as and when required

• Supporting a team of 20 Sales staff and responsible for a team of four
• Monitored phone ACD system to manage call distribution effectively
• Delegating work
• Recruiting, interviewing and training new staff
• Developed standard operating procedures to streamline workflow in the department
• Enhanced customer satisfaction with prompt issue resolution.

• Loading and checking orders
• Dealing with customer complaints
• Liaising with couriers
• Communicating with warehouse staff
• Ensuring orders went smoothly for the Sales Team