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
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
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
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
Following up on customers payments. Maintain the CRM system for admin details relating to customers. Regular
and social media)
• In-depth knowledge of CRM software and Content Management Systems
• Familiarity
Following up on customers payments. Maintain the CRM system for admin details relating to customers. Regular
well-known manufacturer of abrasives products
customer interactions, and business opportunities using CRM software.