: Strong background in using sales enablement tools such as CRM, marketing automation, and analytics platforms. Client-Centric Focus...
items are communicated and memorialized in the CRM. Work with Tax, Investments and Estate Planning to determine additional... matters. Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep...
prospects through HighLevel CRM. • Revenue Growth: Meet or exceed sales targets. • Communication: Conduct outreach via phone... is a plus. • Strong communication and negotiation skills. • Comfortable working with CRM software (HighLevel preferred). • Self-motivated, goal-driven...
and marketing materials AI-powered quote tool and prospect CRM system Requirements Job Responsibilities Recruit, train, and manage... quoting, and CRM access. Flexibility and Independence: Set your own schedule with no quotas or minimums. Work as a 1099 Independent...
: Strong background in using sales enablement tools such as CRM, marketing automation, and analytics platforms. Client-Centric Focus...
is a plus: Practice Panther (CRM) Outlook & Office 365 Box (Cloud Storage) Mac OS About Company: About The Button Law Firm The...
with decision-makers Maintain and update the company’s CRM platform, tracking sales activities and pipeline opportunities... Experience with CRM platforms (Salesforce or similar) and Microsoft Office Suite (Word, Excel, PowerPoint, Teams...
Methodology training, CRM experience, and strong customer references Bachelor’s degree preferred Locations: This is a remote...
Ability to work evenings, weekends and some holidays required Proficiency with MS Office and CRM or other similar sales software...
. Strong communication and persuasion skills; proficiency in using CRM software. Basic understanding of insurance products or a willingness...
to ensure information given to customers is accurate, up-to-date and strategic. Track interactions in CRM - Record customers... Familiarity with CRM system Powered by JazzHR...
. Proficiency in CRM software and sales tools is a plus. High school diploma or equivalent preferred but not required, age 18...
successful management and execution of front-end website updates, digital UX design, email marketing campaigns, and CRM user support... and so, the ideal candidate is expected to have proficiency with CRM and other marketing tools. RESPONSIBILITIES: Lead...
including best practices within the sales process and managing your activity in our CRM Demonstrate resourcefulness...
communications and pertinent data or files related to said client by updating CRM Prepare sales action plans, strategies, and goals...
projects simultaneously. Proficiency in project management and CRM software. Problem-solving skills and the ability to remain...
Calendar, Google Workspace, Google Sheets, Google Docs, and HighLevel CRM. Qualifications: • Proven experience as an Executive... or Personal Assistant. • Proficiency in Google Workspace and CRM tools (HighLevel is a plus). • Ability to work under pressure...
, Spotio, TaskSalesLoft, HubSpot, or other CRM add-ons) to enhance lead management, sales automation, and reporting...
quarterly quota achievement. Basic Qualifications: Experience selling enterprise software systems. (ERP, SCM, WMS, CRM, WFM...
and document the sales journey in appropriate CRM system. What you’ll do…. Manage all phases of the sales cycle... within the CRM to develop client organization and touch points. Ensure that all support practices are carried out...