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You will have to create your own quotes and manage your sales funnel in Concentric's CRM (HubSpot/Salesforce). With a national network of service professionals, Concentric provides engineering, installation and maintenance/management for power equipment including backup batteries, UPSs, generators, energy storage, micro grids, forklift power, onsite maintenance and more.
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Experience in the CRM domain - understanding of overall SFDC architecture and working knowledge of SFDC integration approach, architecture and release management. Experience with Salesforce DX, Salesforce CRM Analytics, and other advanced Salesforce technologies a plus.
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THE ROLE: The Systems Administrator is responsible for maintaining the agency’s Neon CRM (Customer Relationship Management) and fundraising platform, including upgrades, integration, configuration, reports, data flows, security, support, training, and interfaces.
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Establish and maintain relationship with sales force and the account management teams at Plan(s) while maintaining accurate pipeline status and sales reporting/forecasting in CRM. Coordinate with the VP Employer Group Sales to develop message positioning, prospect development efforts and collateral needs from a sales perspective; relay Prime’s key messages to appropriate members of Account Team.
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Using CRM system (HubSpot), monitors lead to walk-in conversion and performs 7- and 14-day follow-up tasks as necessary. Using CRM system (HubSpot), monitors lead to walk-in conversion and performs 7- and 14-day follow-up tasks as necessary.
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The Admin/Marketing Assistant for Shannon & Wilson will be responsible for supporting the Boise Admin Group with quality proposal information, ongoing input and maintenance of crucial data in the CRM database (Cosential), assistance in creating and/or updating marketing collateral, and administrative duties to keep the department running smoothly.
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Willingness to learn new tools, systems, technologies and following the company's protocol (CRM, Email Marketing, Video) Robert Slack, LLC real estate is ranked as the Mega Team in the country, with 25K transactions & one of Zillow's largest partners of Zillow FLEX leads.
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Proficiency with MS Office suite products (Word, Excel, Power Point) and order management software, including CRM. Maintain and expand customer base by counseling distributor sales representatives; building and maintaining rapport with key customers; identifying new customer opportunities.
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An EMC Outside Sales Rep is given a large amount of autonomy to achieve success and is expected to follow all company policies, procedures, and sales programs set in place, including timely CRM documentation and pipeline development/management.
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Qualifications: High School Diploma required; Highly proficient in G-Suite and Microsoft Office Applications; 1+ years of experience using Salesforce or similar CRM; Proven B2B success in an Inside or Outside Sales role.
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JOB REQUIREMENTS Excellent communication skillsAbility to build strong customer relationshipsAbility to build strong relationships with field employeesSelf-motivated and goal orientedRegular and predictable attendance is an essential function of the jobFamiliarity with standard computer systems and CRM systems is helpfulExperience cold calling, canvassing a territory, and generating new business leads is helpful Position requires valid driver’s license and reliable transportation.
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Solid experience with CRM software (e.g., Salesforce, Zoho CRM or HubSpot) and MS Office (particularly MS Excel) Solid experience with CRM software (e.g., Salesforce, Zoho CRM or HubSpot) and MS Office (particularly MS Excel.
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1+ years of experience as an Account Executive in the SaaS industry with extensive experience in a CRM and Google Suite. Location boise, Idaho Minimum Experience Manager/Supervisor. Be a second voice to help get deals across the finish line.
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Handle all potential new homeowners with love; Networking and prospecting; Continue persistent and targeted CRM follow-up via phone, email, video, and mail; Schedule appointments; Tour Shiny, New, Awesome CBH homes; Participate in team business planning and sales goals in addition to other assigned duties.
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Maintain accurate records of client interactions, transactions, and policy information in the CRM system. Proficiency in using CRM software and other sales tools. As a Commission-Only Life Insurance Sales Representative, you will be responsible for promoting and selling life insurance policies to clients, helping them secure their financial future and protect their loved ones.
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crm job Company: Smashing Boxes in Boise, ID
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