Following up on customers payments.
- Maintain the CRM system for admin details relating to customers
looking for this candidate to have experience in CRM, Marketing automation or exposure to engAIge like
looking for this candidate to have experience in CRM, Marketing automation or exposure to engAIge like
regular reporting with the direct manager. Update the CRM (Salesforce) app daily, and other company initiatives customer relations Richards Bay residency required. CRM (Salesforce) Driver's licence (with own vehicle)
accounts.
Responsibilities:
Utilize CRM software to record pertinent data forthcoming from PLCs and industrial automation
Knowledge of CRM system and process
Knowledge of MS Windows/MS
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
experience in cold calling Good IT skills, in particular CRM database experience and other sales tools Customer
management skills.