. Capture all event leads promptly and enter them into Reliant's CRM system (Pipedrive). Lead Generation & Conversion Own...'s value of hospitality. Track all pipeline activity in Reliant's CRM (Pipedrive), maintaining accurate notes...
into Pipedrive, and connect them with an agent Update documents in Egnyte and send tour package for agent review Afternoon Prep...: DocuSign, Egnyte, Pipedrive, Microsoft Office, Zoom, Adobe Meet the team and shadow leadership to understand how we work...
is a plus. Experience with Customer.IO Experience with Pipedrive Strong data analysis skills, including SQL....
, Outlook, Teams) and Zoom Familiarity with CRM or ATS tools preferred (e.g., Manitol, PipeDrive, HubSpot) Comfortable...
, cloud services). Experience using a CRM or PSA platform like ConnectWise Manage, Salesforce, HubSpot, Pipedrive or similar...
. Pipeline Management: Maintain all opportunity data and forecasting in Pipedrive, ensuring transparency, accuracy... thereafter A qualified pipeline of 2–3x annual bookings, accurately reflected in Pipedrive Active, trusted relationships...
activity in Pipedrive Oversee CRM adoption and data quality across team Utilize HubSpot as needed for campaign follow-ups...-driven environment CRM fluency (Pipedrive required;HubSpot experience a plus) Strong analytical skills with the ability...
of both Microsoft Office and Google Suite products. Demonstrable knowledge of CRM tools;Salesforce and Pipedrive strongly preferred...
of both Microsoft Office and Google Suite products. Demonstrable knowledge of CRM tools;Salesforce and Pipedrive strongly preferred...
of both Microsoft Office and Google Suite products. Demonstrable knowledge of CRM tools;Salesforce and Pipedrive strongly preferred...