Automation: Zapier or similar workflow automation tools CRM Platforms: Pipedrive, HubSpot, Salesforce, ConnectWise Finance...
performance, conversion rates, and activity metrics in Salesforce or HubSpot Provide weekly activity reports highlighting..., or enterprise accounts in B2B settings CRM Expertise: Hands-on experience using CRMs (Salesforce or HubSpot...
activities, progress, and outcomes accurately in CRM tools (HubSpot, Salesforce) Report on sales performance including...: Experience using CRM tools like HubSpot, Salesforce, or similar platforms Self-Motivation: Self-driven, reliable, and motivated...
Nice-to-Haves (Preferred) CRM: HubSpot, Salesforce, Pipedrive Project Management: Notion, Asana, Jira, ClickUp, Monday...
records of all outreach and conversations in CRM (Notion, HubSpot, Salesforce) Track and analyze performance metrics... CRM systems (Notion, HubSpot, or Salesforce) Organization: Highly organized, self-starter, and results-driven...
, Looker, Power BI, Metabase CRM: HubSpot, Salesforce, Pipedrive Documentation: Confluence, Notion Time Tracking & Workforce...
, Salesforce, HubSpot, Intercom, or similar platforms Communication: Email (Gmail/Outlook), Slack, Microsoft Teams, Zoom...
knowledge CRM experience in Salesforce Strong analytical, logical thinking, and problem-solving skills Positive, proactive...
Proficiency Must-Haves (Required) Customer Support: Zendesk or similar ticketing and VOIP systems CRM Platforms: Salesforce...
. Experience with CRM software (e.g., Salesforce) and other sales tools for effective customer interaction management. Proficiency...