and Okta needs Track and maintain customer data and renewal information in Okta systems, including Salesforce and Gainsight... in Salesforce and previous experience of DocuSign Team player who enjoys assisting where needed and finding creative ways to help...
for reviewing key data points in the Salesforce process during the deal closure phase and overseeing the transfer of information... in Salesforce, ensuring accurate transfer to NetSuite. Support special projects related to process automation and efficiency...
objectives Maintain Salesforce.com hygiene to enable effective reporting and forecasting To succeed in this role... to adapt in a dynamic customer environment Familiarity with CRM software (Salesforce) Quality first and Patient Safety...
Business Sales Teams with quote support (UK, Europe and Africa) Create opportunities on HubSpot & Salesforce records... on Salesforce (UK, Europe and Africa), saving key information into Drive folders. Collate & complete On-boarding paperwork...
and analyse Salesforce and Thought spot dashboards to support the Head of with business reporting. Develop weekly, monthly... management reports in Salesforce, ensuring that they are kept up to date. Successfully implement appropriate reporting...
use of tools such as Seismic, Salesforce, Outreach, Gong, SalesNav, Orum, and Lusha, amongst others. Provide ongoing..., Salesforce, Outreach, Gong, SalesNav, Orum, and Lusha. Strong training and presentation skills with the ability to convey...
internal platforms (Salesforce, Restaurant Manager) to identify key opportunities for Restaurant Partner growth... and find opportunities to drive personal efficiencies Leverage data and internal tools (Salesforce, Restaurant Manager) to identify growth...
and strategies to Managing Directors, Sales teams, and internal stakeholders. Work closely with IT to optimise Salesforce usage...: Work closely with IT and Sales teams to ensure Salesforce is optimised for lead management, reporting, and CRM integration...
. Salesforce utilization and hygiene) to enable effective reporting and forecasting To succeed in this role, you should have the... Familiarity with CRM software (Salesforce) Quality first and Patient Safety mindset Excellent verbal and written communication...