in Salesforce, as well as maximizing the use of all Salesforce tools Communicate initial and annual strategy for all sales...
Office (Word, Excel, and Outlook), Illustrator, and Adobe Acrobat Pro Experience working with CRM systems; Salesforce...
with Salesforce or other CRM platforms. Proven track record of successful project delivery and partner enablement projects. Global...
tasks. Proficiency in using CRM software (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint...
appointments to train you on our short-cycle sales process using our CRM platforms Atlas and Salesforce, used for lead generation...
, PowerPoint, Excel, and Teams. Familiarity with CRM and Finance tools, preferably Salesforce and Navision. Strong verbal...
and create opportunities in Salesforce Proactively manage opportunities with the sales team Cultivate relationships...
activity volume increases or, at minimum, remains the same as the prior year. Account Information: Ensure QTN and Salesforce... Customer) in CRM (Salesforce) and follow through until resolution and client satisfaction are achieved. Client Transition...
(GA4), Google Tag Manager UTM management and campaign tracking CRM/Automation systems (Salesforce experience preferred...
creation process. Update and maintain data integrity within CRM (Salesforce) to ensure client/prospect projections...) Experience utilizing Salesforce and ZoomInfo (preferred) Experience selling SaaS solutions (a plus) #LI-AP1...
teams to relay client feedback and troubleshoot issues Maintain and update client records in Salesforce and other tracking...
experience Proficient in Microsoft Office suite, particularly Microsoft Excel; experience with Salesforce is a plus Prior...
to managing projects, requiring someone who can both build custom applications and optimize our Salesforce and NetSuite platforms... applications using JavaScript to meet business requirements. Build automation solutions across Salesforce and NetSuite...
CRM platforms such as Salesforce Resolve client inquiries related to billing, interpreter services, or quality concerns... and satisfaction Proficiency of Microsoft Office Suite (Outlook, Word, Excel, Access, PowerPoint); Salesforce and Power BI experience...
., Salesforce, HubSpot). Demonstrated ability to mentor and lead teams, fostering professional growth and development. Detail...
, and field staff to address member needs Document interactions with members and customers in the sales platform (Salesforce...) Experience using CRM sales platforms (e.g., Salesforce) Certification and/or License – Property & Casualty and Life, Accident...
. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce...
targeting tradeshow leads Update Salesforce.com with activity-based data Collaborate with peers, managers and quota-carrying... of sales experience Exceptional written and verbal communication skills Preferred Salesforce.com experience Healthcare...
, outcome-based sales approach. CRM & Data-Driven Insights: Utilize Salesforce to track prospects, manage opportunities...
, Salesforce preferred. Ability to use Google Workspace and other productivity tools. Capability to troubleshoot basic technical...