looking for this candidate to have experience in CRM, Marketing automation or exposure to engAIge like
estate software and tools, including MLS platforms, CRM systems, and marketing software • Results-oriented
Interaction and relationship-building
Automation products or similar
entry level staff into valuable salespeople Utilize CRM software to record pertinent data forthcoming from Electrical Automation products or similar Knowledge of CRM system and process Knowledge of MS Windows/MS Word
activities, pipeline, and revenue forecasts using CRM Participate in events, conferences, and networking quarterly / annual new business targets Use the CRM systems to track leads / interactions / progress
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness of client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews
well-known manufacturer of abrasives products
and profiling target markets and customers through CRM system Qualify and assess target customers Create
and profiling target markets and customers through CRM system Qualify and assess target customers Create