(HubSpot, Zoho, Salesforce, or similar). Previous experience in health insurance, commercial insurance, or auto insurance...
in office tools and CRM systems (HubSpot, Zoho, Salesforce, or similar). - Previous experience in health insurance, commercial...
in office tools and CRM systems (HubSpot, Zoho, Salesforce, or similar). - Previous experience in health insurance, commercial...
information and appointment status in HubSpot CRM. - Use RingCentral for phone communication and Jobber for scheduling... calls and handling follow-ups. - Experience with CRMs and scheduling tools (HubSpot, Jobber preferred). - Ability to work...
with: Zuper for FSM scheduling, dispatch, work orders, inventory, and asset tracking HubSpot for CRM, sales, service..., and ensuring teams can rely on Zuper and HubSpot to support daily operations. Key Responsibilities System Implementation...
, Trello, ClickUp, Airtable - Automation: Zapier or similar workflow automation tools - CRM Platforms: Pipedrive, HubSpot...
programs Nice to Have - Experience with Customer Relationship Management systems, ideally HubSpot - Event planning... platforms (e.g., Slack, Notion, etc.) - CRM management experience, ideally HubSpot Characteristics: - High level...
all account data, performance metrics, and interaction notes in CRM systems (HubSpot, Salesforce) - Maintain detailed vendor..., professional delivery - CRM Proficiency: Familiarity with HubSpot, Salesforce, or similar CRM platforms - Relationship Management...
with Customer Relationship Management systems, ideally HubSpot - Event planning or coordination experience Experience 3–7 years... with multiple software platforms (e.g., Slack, Notion, etc.) - CRM management experience, ideally HubSpot Characteristics...
About Hublead is a SaaS that connects LinkedIn / LinkedIn Sales Navigator with HubSpot CRM. With Hublead, sales... teams can : Import LinkedIn contacts and companies into HubSpot. Sync LinkedIn invitations, messages, and activity...