continuous improvement efforts Sales Performance Tracking and Reporting— Record all activities and updates in Salesforce..., including performing Salesforce hygiene to ensure accuracy, completeness, and consistency of data, which involves cleaning...
in Salesforce for escalation/follow up as needed. ▪ Follows company policies and practices as outlined in Handbook and follow...) and other current Bio-Techne systems, including Salesforce desired. ▪ A working knowledge of Microsoft Outlook, Word, and Excel...
salesforce 360 request including NISR and MSR request in timely manner. Follow and react to market conditions...
in PowerPoint, Word and Excel; Proficient in WebEx presentations; Proficient in Salesforce.com or similar CRM application; Self...
Performance Tracking/Reporting/Communication— Fully utilize Salesforce and leverage its capabilities to drive sales..., competitors, lead generation, and prospecting) Record all activities and updates in Salesforce, including performing Salesforce...
database systems (e.g., Raiser’s Edge, Salesforce) and Microsoft Office Suite; experience with fundraising platforms...
in partnership with Finance and Salesforce teams Procedures & Documentation Own and maintain all operational policies...
with Salesforce Customer Relationship Management System (CRM) is preferred. Experience with a Student Information Systems...
, and stakeholder management skills. Experience with Salesforce, incentive compensation design, and territory planning. Familiarity...
Salesforce and WealthView. Practice Management & Cross-Functional Collaboration Implement practice management programs...
planning with a focus on the customer · Manage STAR escalations- high buyback risk vehicles as identified in SalesForce...
. Major Areas of Accountability Supports the salesforce for multiple assigned geographical regions Answers inbound phone...
sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot...
, and stakeholder management skills. Experience with Salesforce, incentive compensation design, and territory planning. Familiarity...
in Salesforce to determine the next step. Utilizes Salesforce on a daily basis, schedules and documents all activities...
-driven opportunity identification: Use Salesforce.com (SF.com) and industry data to identify trends, patterns, and actionable...
Salesforce and WealthView. Practice Management & Cross-Functional Collaboration Implement practice management programs...
: Strong knowledge of Salesforce (or other CRM platform) and Oracle/ SAP preferred Proficiency in Microsoft Office required; ability...
-to-have Proficient in Jira/Confluence and Service Now Experience in Salesforce (or similar applications) Knowledgeable in the Financial...