initiated operating and system problems via Salesforce Case Management. Identifies and refers cross sell opportunities. Team... operational trends and ensuring resolution through Salesforce Case Management. Education & Experience Requirements The...
in the Salesforce ecosystem. We help companies make the transition from sales to customer success frictionless, driving... greater efficiencies and creating unmatched customer experiences – all within Salesforce. Culture is at the heart of TaskRay...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
. Utilizes salesforce.com (SFDC) to track potential business opportunities. Develops and maintains mastery in positioning... on following up on qualified leads to turn those leads into customers via targeted outreach and follow-up. Utilizes salesforce...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
environment Strong quantitative skills Strong MS Word, Excel and PowerPoint skills Bonus Points: Experience with Salesforce...
. Utilizes salesforce.com (SFDC) to track potential business opportunities. Develops and maintains mastery in positioning... on following up on qualified leads to turn those leads into customers via targeted outreach and follow-up. Utilizes salesforce...
plan of action and KPI’s. Leverage Salesforce.com to document current and drive future activity, create proposals, process... Office suite and Teams, Revenue Grid, 6 Sense, Eloqua, Monster Connect, Salesforce, LinkedIn, AI). Subjective Driven...
, growth-mindset attitude Experience working with a CRM casing software – preferably Salesforce Experience writing bugs...
etc.) Salesforce Five9 Skills: Excellent interpersonal and communication skills (oral and written) necessary to effectively...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
tracking by updating and reporting weekly, monthly, and quarterly data in Salesforce. Requirements: Bachelorâs degree...
in the region. CRM Utilization: Ensure 100% of reps log all activity and opportunities in Salesforce. Team Development... skills. Ability to analyze data and make informed decisions. Proficiency with CRM platforms (Salesforce preferred...
and enablement of the Sales Tech stack Drive the strategy for integrating seller productivity tools with Salesforce, collaborating... with Salesforce Administrators to ensure seamless data flow and functionality from the perspective of seller productivity platforms...
including but not limited to Salesforce and Hoovers Increase sales and market share through assigned and newly generated...
in verbal and written communications, bias to action, and task management Knowledge of Salesforce...
outcomes. Forecasting & Cross-Functional Alignment Maintain accurate pipeline and forecast visibility in Salesforce...
, Salesforce). High school diploma or equivalent; college coursework in healthcare or communications preferred. Preferred...
, scoring, routing, and nurture architecture. Ensure strong alignment between Pardot and Salesforce, maintaining clean data... and accurate attribution. Build dashboards and reporting across GA4, Looker Studio, and Salesforce. Identify opportunities...