experience would be beneficial Working experience on CRM systems Excellent communication skills (verbal and Assistant to Financial Planners: Use and update CRM system – currently XPLAN Use Astute as and when needed
experience would be beneficial Working experience on CRM systems Excellent communication skills (verbal and Assistant to Financial Planners: Use and update CRM system – currently XPLAN Use Astute as and when needed
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
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
adherence to all processes Record keeping on the CRM system Administration and support Skill sets required:
adherence to all processes Record keeping on the CRM system Administration and support Skill sets required:
monies. Customer Relationship Management Ensure the CRM system is updated on a weekly basis with all the increasing revenue and growing market share Working in a CRM environment an advantage KNOWLEDGE Equipment Industry height machinery and equipment Microsoft Office CRM systems SKILLS Sales and Marketing skills Excellent
on sales activities and revenue forecasts using CRM software. Participate in industry events and networking
on sales activities and revenue forecasts using CRM software. Participate in industry events and networking on sales activities and revenue forecasts using CRM software. Participate in industry events and networking
on sales activities and revenue forecasts using CRM software. Participate in industry events and networking on sales activities and revenue forecasts using CRM software. Participate in industry events and networking