expectations are exceeded Ensuring that Salesforce is properly completed by the entire team and provides statistics on key metrics... in customer/prospect roundtables, conferences, and other events Documenting relevant activities in Salesforce and other assigned...
across London communities. The role: Analyse and report on programme performance and community impact using Salesforce.... Experience with data visualisation tools (e.g. Tableau, Power BI) and advanced Excel skills. Must have Salesforce experience....
. Maintain accurate pipeline data by tracking activities, leads, and opportunities in Salesforce, ensuring visibility... level customers. Expertise in CRM systems (Salesforce or equivalent). Experience communicating product benefits...
documentation of deal desk processes, approvals, and exceptions. Monitor deal desk workflows in Salesforce and identify.... Partner with the Salesforce team to implement and test workflow enhancements. Provide data and insights to support contract...
-to-date CRM records (e.g., Salesforce) Share meeting agendas with customers and sales personnel, including digital content... at pace Familiarity with CRM tools (e.g., Salesforce, Gong) and diary management Desirable Qualifications Background...
for upselling and cross-selling; share insights with sales teams. Maintain detailed records and reporting using Salesforce... or a field-based service role. Technical proficiency and IT literacy, particularly with Excel and Salesforce. Experience...
