for client data recording on the companys internal CRM software applications (XPlan, etc.), ensuring completeness
pipeline management as per set rules
Keeping CRM accounts detail and information current and up to
legal team
Discipline in the utilisation of CRM for both reporting and forecasting purposes, to help
be MS Office literate (Intermediate to Advanced) CRM Management, Call Planning and Sales Reporting. Resilient of the month for the month ahead Daily update of CRM with visit information and telephone calls Shall of the month for the month ahead Daily update of CRM with visit information and telephone calls Shall be MS Office literate (Intermediate to Advanced) CRM Management, Call Planning and Sales Reporting. Resilient
be MS Office literate (Intermediate to Advanced) CRM Management, Call Planning and Sales Reporting. Resilient of the month for the month ahead Daily update of CRM with visit information and telephone calls Shall of the month for the month ahead Daily update of CRM with visit information and telephone calls Shall be MS Office literate (Intermediate to Advanced) CRM Management, Call Planning and Sales Reporting. Resilient
skills and active listening. Familiarity with CRM systems and practices. Excellent communication
collaboratively in a fast-paced environment. Proficiency in CRM software and Microsoft Office Suite.
collaboratively in a fast-paced environment. Proficiency in CRM software and Microsoft Office Suite.
skills and active listening. Familiarity with CRM systems and practices. Excellent communication
multiple outreach campaigns simultaneously using CRM-like tools. Proficient in using business databases