Opening and managing cases in Salesforce (SFDC) to route requests to the appropriate teams for follow-up and action...
, Pipedrive, Salesforce) Familiarity with billing, invoicing, or accounting workflows Experience supporting webinars or online...
Maintain accurate, timely CRM records (e.g., Salesforce) Actively manage pipeline health and ageing; forecast volume... mindset with outcome focus High attention to detail and process discipline CRM proficiency (e.g., Salesforce) Fluency...
Opening and managing cases in Salesforce (SFDC) to route requests to the appropriate teams for follow-up and action...
activity is invoiced and reflected accurately in Campfire ERP and Salesforce CRM Validate billing inputs from Sales, Client...
and assets. Work with marketing and sales tools (e.g., Salesforce, project management and budgeting tools) to set up campaigns... supporting campaigns or marketing programs. Familiarity with Salesforce and general project management tools; exposure...
that both show up and qualify within Addi's target MBs segments. Maintain 100% accuracy and real-time updates in Salesforce... orientation) Practical mastery of CRM tools, ideally Salesforce, using it as a planning and forecasting tool for daily...