- Carrington (Anaheim, CA)
- …Encompass or equivalent loan origination system, or ability to learn it + Knowledge of Customer Relationship Management ( CRM ) systems, or ability to ... **Come join our amazing team ** Responsible for the management of Account Executives and broker relationship ...management . + Ensure that Account Executives are updating CRM system with sales activities, marketing efforts, and broker/contact… more
- City Wide Facility Solutions (Long Beach, CA)
- …of 25 hours prospecting each week. + Utilize and manage our customer relationship management system ( CRM ) to maintain all customer information, ... + Strong skill set for prospecting and developing a territory + Proficiency in CRM systems, including strong organization of key sales data + Prior sales training… more
- ManageCasa Inc. (San Francisco, CA)
- …and closure, ensuring a seamless transition to the onboarding team. 6. Customer Relationship Management : Cultivate strong, long-lasting relationships with ... value proposition. 4. Pipeline Management : Maintain accurate records of sales activities, opportunities, and customer ...accurate records of sales activities, opportunities, and customer interactions in CRM software to track… more
- Robert Half Finance & Accounting (Sunnyvale, CA)
- …* Proficiency in using 3M * Experience with ADP - Financial Services * Proficient in Customer Relationship Management ( CRM ) * Experience in ERP - ... programs. * Utilize your knowledge of ERP solutions and CRM to maintain efficient and accurate customer ...and CRM to maintain efficient and accurate customer credit records . * Facilitate leadership development… more
- Sunrun (Long Beach, CA)
- …all leads and in-home consultations + Accurately disposition and report on outcomes via our Customer Relationship Management ( CRM ) tool + Meet minimum ... leads and appointments with potential customers + Provide an industry leading customer sales experience from initial contact through installation and after the … more
- City Wide Facility Solutions (San Diego, CA)
- …qualified appointments for City Wide's outside sales team + Manage and update the Customer Relationship Management ( CRM ) database, including - scheduled ... a daily, weekly, or monthly basis as defined by management + Achieve or exceed monthly activity and lead...Microsoft Office Suite (Word, Excel, Outlook) + Experience with CRM systems is required. Microsoft Dynamics is a plus.… more
- Thompsons Auto Group (Placerville, CA)
- …satisfaction. Reports To General Sales Manager / Sales Manager Responsibilities Customer Relationship Management + Customer Engagement: Greet ... dealership sales processes. Administrative Duties + Documentation: Prepare and maintain accurate records of customer interactions, sales, and purchases using the… more
- APTIM (San Diego, CA)
- …of document control systems and records filing. + Provides hands-on assistance with Customer Relationship Management ( CRM ) implementations and data ... as Concur, highly desired. + Technical aptitude with exposure to data management , CRM implementation, Agile methodologies, and workflow automation considered… more
- City Wide Facility Solutions (Los Gatos, CA)
- …qualified appointments for City Wide's outside sales team. + Manage and update the Customer Relationship Management ( CRM ) database (Microsoft Dynamics), ... including - scheduled calls, updated client records , notes from each call, and appointments set. +...+ Working knowledge of Applicant Tracking Systems (ATS) and Customer Relation Management ( CRM ) +… more
- Vylla Home (Long Beach, CA)
- …need. Vylla Home invests in you! We provide everything from free marketing and customer relationship management tools to 24/7 training, face-to-face broker ... costs! + Qualified leads, assets and referrals + Free CRM and CMA tools, transaction management system,...in you! We provide everything from free marketing and customer relationship management tools to… more