B2B sales glossary
A sales coordinator supports the sales team by handling the administration around deals — quotations, orders, schedules, CRM records and communication with operations and customers.
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Sales coordinators keep the sales engine running so salespeople can spend their time selling. They prepare quotes, process orders, follow up on dispatch and payments, keep the CRM clean and compile sales reports.
The role is common in manufacturing, distribution, real estate and B2B services, and is often a stepping stone into sales or sales operations.
| Term | In one line |
|---|---|
| Daily Sales Report (DSR) | A daily sales report (DSR) is a short end-of-day summary of a salesperson’s or team’s activity and results — calls, visits, orders, pipeline and next steps. |
| Sales Operations Specialist | A Sales Operations Specialist owns the tooling, data, processes, and reporting that let a sales team execute efficiently. |
| CRM (Customer Relationship Management) | A CRM is the system of record for every prospect and customer interaction. |
| Point of Contact (POC) | A point of contact (POC) is the person designated to handle communication on a specific matter between two organisations or within a team. |
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Supports the sales team with quotations, order processing, scheduling, CRM updates and reporting.
Organisation, written communication, comfort with Excel and a CRM, and the ability to coordinate across sales, operations and accounts.
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