in Salesforce and be able to provide timely and accurate management information when needed Promote a culture of client service... i.e. implementation of Salesforce Promote best practice culture for all processes relating to the servicing of institutional clients...
acceleration strategies. Leverage Copperleaf's MarTech stack (including Salesforce, Marketo, Demandbase, and others) to develop... systems (Salesforce). Analytical mindset with a passion for data-driven decision-making and performance optimization...
adjustments as necessary to improve outcomes Ensure sales reps are proficient in using sales tools (e.g. Salesforce, Salesloft..., Sandler, MEDDPICC) and tools (e.g. Salesforce, Salesloft, Gong) Formal change management certification or training...
decision-making using data and customer insights. Expertise in CRM and customer success tools (e.g. Salesforce). Deep... safeguards people's health and wellbeing. Required Criteria Expertise in CRM and customer success tools (e.g., Salesforce...
. Salesforce utilization and hygiene) to enable effective reporting and forecasting To succeed in this role, you should have the... Familiarity with CRM software (Salesforce) Quality first and Patient Safety mindset Excellent verbal and written communication...
debtor reports and participate in debtor meetings. Utilise Salesforce and Certinia effectively to oversee financial... and in a clear and concise manner. Experience in Technology or related sector would be an advantage. Experience using Salesforce...
. Assist in maintaining and improving executive-level dashboards in Salesforce and Excel to track pipeline health and outreach... systems (Salesforce preferred). Exposure to sales enablement and automation tools (Outreach, LeanData, Qualified, Spekit...
account plans and customer details in Salesforce (SFDC) in collaboration with Marketing, Clinical, and Technical Services.../Pathology Sales and/or product portfolio management. Proficiency with Salesforce (SFDC). Strong active listening...
management is duly and faithfully recorded on the company CRM system (Salesforce) is to be updated daily and all such information... activity is in line with the activity targets as outlined in Salesforce. Accurate revenue tracking and information...