success Keep detailed records of customer interactions, sales activities, and transactions using our CRM software Process...
technical specifications, updating the sales force CRM, working with the technical team on the solution selling...
with Concur for travel and expense management Proficiency in CRM (Customer Relationship Management) software is necessary...
of best practices Record all customer events and interactions in CRM ensuring strong internal communication and alignment across teams...
. Familiarity with marketing automation platforms and CRM tools – experience with ON24, HubSpot, or similar platforms...
and service recommendations and thoroughly explain solutions and processes. Obtain data to update the CRM database and complete...
to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial...
. Experience with Microsoft Office. Preferred: Canadian Risk Management (CRM) designation. Bilingual in French...
Campaign engagement rate 🏆 Number of active contacts in the CRM 📍 Lead distribution by acquisition source Generate... generation, or sales, ideally in marketing and retail. Proficiency in CRM tools, Sales Navigator, and BI platforms...
understanding of CRM system Ability to build long-lasting and meaningful relationships with clients Client Service...
concepts Proficiency in sales and CRM software Bachelor's degree in hospitality management, business, or a related field...
Strong knowledge of commercial insurance products, underwriting principles, and market dynamics. Proficiency in CRM software...
or equivalent education and experience combination. PC literacy in a Microsoft environment. Proficiency with CRM systems to track...
to help build relevant advertising solutions for our advertisers. Utilize Sales CRM tools to track pertinent account...
of client interactions and deal progress in our CRM system. What We’re Looking For: A strong communicator with a talent...
professional environment. Minimum of 4 years experience in the financial services industry. Practical experience with a CRM...
healthy pipeline, CRM entry and hygiene, opportunity management and virtual team orchestration. Experience driving new sales...
engagement is preferred. Experience in a corporate environment is an asset. Strong software skills in MS Office suite, CRM tools...