. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
systems and ERP software (e.g., Salesforce, accounting platforms). Demonstrated experience working with individuals...
in Salesforce and related tools, ensuring activities, milestones, and next steps are consistently up to date. Develop and execute... (Salesforce preferred) with effective time, territory, and pipeline management skills. A consultative, customer-focused selling...
, or order data Familiarity with systems such as Salesforce, Remedy, NICE, IVR, or similar platform Why This Role: You'll...
platforms and CRM systems like Eloqua and Salesforce Exceptional storytelling abilities and a talent for creating customer...
Suite, Zoom/WebEx/GoToMeeting CRM experience with Salesforce or similar systems Prospecting and sales planning skills...
-channel platform and how it is used in each market where Poppulo maintains a presence · Salesforce and Sales loft...
including CRM systems (e.g., Salesforce), Excel, Word, and PowerPoint. Willingness to work occasional nights and weekends...
you on your initial appointments to train you on our short-cycle sales process using our CRM platforms Atlas and Salesforce, used for lead...
opportunities. Participate in monthly forecast reviews and provide accurate reporting via Salesforce CRM. Contribute...
, and reference data. Integrations & Data Discipline Own end-to-end data flows across Salesforce, Zendesk, B2W, and Vista.... Deep understanding of construction job cost, payroll, and accounting workflows. Salesforce experience supporting CRM...
applications Experience with marketing automation and CRM platforms such as RPI, MoEngage, Responsys or Salesforce...
for prospective customers utilizing the ERP system, VISUAL and the CRM system, Salesforce. This position also supports trade shows...
presence and win new business. Manage the opportunity pipeline through Salesforce and ensure all bid/proposal deadlines...
, as needed Input and update contact information in Salesforce Input and update opportunity and project information in Microsoft...
, Inventory Management Systems/DME Track. MS Office applications Excel, Outlook, SharePoint, Teams, Salesforce and Teams...
. Consistently achieve monthly and quarterly sales targets. Maintain accurate records of all sales activity in Salesforce CRM.... Skilled in consultative selling and negotiating complex deals with multiple stakeholders. Proficiency in Salesforce...
accurate notes, activity, and lead data in Salesforce Take on special projects that further Concept3D’s ability to set...
knowledge of computers including MS Office (Word, Excel, Outlook, Access) Salesforce.com Travel is required. The base salary...
in collection and evaluation of data. Knowledge and experience working with Microsoft Office Suite, Laserfiche and Salesforce...