a smooth handoff Report regularly on sales activity in the Sales CRM (Pipedrive) Travel up to 50% to meet with solar...
a smooth handoff Report regularly on sales activity in the Sales CRM (Pipedrive) Travel up to 50% to meet with solar...
of both Microsoft Office and Google Suite products. Demonstrable knowledge of CRM tools;Salesforce and Pipedrive strongly preferred...
. Track all call notes, lead outcomes, and follow-up tasks with precision in the CRM (Pipedrive). Follow up with no-shows... discipline and attention to detail. Experience with Pipedrive, Google Calendar, or similar tools is a plus. Why Join Finch...
proposals, contracts, and client pitch materials Keep our CRM (Pipedrive) organized and up to date Track follow-ups... Points If You Have… Interest in digital marketing, web design, or tech Familiarity with tools like Pipedrive, Slack...
: Own and optimize Pipedrive (or similar CRM) Maintain clean, actionable data across all accounts Build dashboards...
(Zendesk, Pipedrive, Slack, Linear, etc…) Independently prioritizes work to get back to customers efficiently Identifies...
is a plus. Experience with Customer.IO Experience with Pipedrive Strong data analysis skills, including SQL....
of both Microsoft Office and Google Suite products. Demonstrable knowledge of CRM tools;Salesforce and Pipedrive strongly preferred...
systems (e.g., Pipedrive). ? Monitor and manage the sales pipeline to ensure timely follow-ups and progression. ? Execute...