CRMconnect Azuvio · Docs

Sales

Role Primary responsibility Level
SDR — Sales Development Representative Qualifies inbound leads, delivers opportunities to AE Operational
Account Executive — Sales Agent Closes deals — proposals, orders, invoices Operational
Sales Admin — Back Office Processes orders, issues invoices, records payments Operational
Key Account Manager Manages strategic accounts, contracts, renewals Senior operational
Field Agent Direct sales at customer site, order intake in the field Operational
Sales Manager Team performance, forecasting, commissions, pricing Management
Inbound lead → [SDR] qualifies → [Account Executive] proposes & closes
→ [Sales Admin] issues documents → [KAM] (strategic accounts)
→ [Sales Manager] monitors & approves commissions
[Field Agent] — operates in parallel, field sales


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