, develop business partnerships or drive sales. Excellent client management using CRM tools such as Salesforce are desirable...
. Salesforce), in particular case and workflow management Excellent communication skills, both verbal and written including the... of Salesforce CRM and Field Service module Previous experience in a large Facilities Management firm/ large housing organisation...
of Vendors on Business Entities Working with different accounting software such as Lightening/Salesforce/Business Central/OCR... Business Central experience preferred but not essential Lightening/Salesforce experience preferred but not essential Industry...
and analysis, Salesforce support, working closely with relevant grant managers. Support with the Salesforce programme database... control, using and analysing programme data in Salesforce. Provide input to proposals in matching proposed objectives...
Desirable Experience Experience processing quotations and managing orders Familiarity with CRM systems such as Salesforce...
in assessing and processing Funding Plus applications and awards (using Salesforce). Assist the Funding team in administration...
lone worker app. Monitoring & Evaluation Accurately record casework, visits and group attendance on Salesforce... support groups, handling safeguarding and utilising CRM systems (e.g., Salesforce). Knowledge & Skills: Understanding...
Analytics, Tableau, Salesforce, or Marketo). Practical familiarity with generative AI tools and productivity assistants (e.g...
, including advanced security protocols, OU management, and complex data migration. Salesforce: Account administration and basic... troubleshooting of issues in salesforce CRM. Strategy & Logistics Operational Priority: Assess and mitigate risks to business...
outcomes. Proficiency in marketing automation platforms (e.g., Salesforce Marketing Cloud), Veeva CRM, and omnichannel...