expand market position in existing accounts. Utilize CRM software to record pertinent data forthcoming from PLC's and industrial automation Knowledge of CRM system and process Knowledge of MS Windows/MS Word
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
expand market position in existing accounts. Utilize CRM software to record pertinent data forthcoming from PLC's and industrial automation 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
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 company tools and CRM's. Financial Planning preparation & Client Reviews
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 company tools and CRM's. Financial Planning preparation & 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.