51 to 75 of 79 CRM Jobs in the South West

Engineer, your skills and experience will include: Helpdesk Experience: At least 2 years' experience on an IT Helpdesk, utilising a PSA/ITSM/CRM support tool like Autotask. Microsoft 365: Proficiency in OneDrive, SharePoint Online, Exchange Online, Teams, Intune, Entra ID, Entra Connect, Defender for Office 365, and Defender ...

Have an understanding of and interest in the education landscape Have excellent computer literacy and a sound understanding of IT Have excellent knowledge of CRM platforms to maximise opportunities Be able to build and manage a meaningful pipeline of opportunities Be able to prioritise your time efficiently Be confident ...

gain a deep understanding of client objectives, pain points, and requirements. Lead discovery sessions to capture both functional and non-functional needs across CRM, infrastructure, data integration, and compliance areas. Translate client needs into clear, actionable technical design documents. Advise clients on optimising their Dynamics 365 platform and help shape … their long-term Enterprise CRM roadmap. Oversee the successful implementation of Dynamics 365 solutions, ensuring quality, alignment with client expectations, and timely delivery. Contribute to thought leadership by sharing insights, advancing best practices, and supporting proposal and business development efforts to maintain our competitive edge. Lead and collaborate within diverse ...

concerns. Work collaboratively with internal teams to resolve issues and maintain customer satisfaction. Ensure a positive client experience throughout the customer lifecycle. Reporting and CRM Management Maintain accurate records of customer interactions, opportunities and activities within the CRM system. Produce regular sales and account management reports. Ensure all account information … years). Candidates with less experience who demonstrate strong commercial drive and a proven willingness to learn will also be considered. Proficiency in CRM systems and Microsoft Office applications. Full UK driving licence and willingness to travel to client sites. Desirable Bachelor's degree in Business, Marketing or a related ...

enhance its Microsoft Dynamics 365 environment and wider business systems landscape. This is an excellent opportunity for someone with experience supporting business systems (CRM or ERP systems) who enjoys working closely with users, improving processes, and helping organisations gain greater value from technology and data. The Role Working as part … Microsoft Dynamics 365 across the organisation About You The successful candidate is likely to have: Experience supporting Microsoft Dynamics 365 or similar business systems (CRM or ERP systems) Strong communication and stakeholder engagement skills An analytical and solutions-focused mindset Experience working with reports, dashboards, workflows, or system configuration ...

managing cloud services to building complex deployment pipelines. Our regular work also includes long term development projects, such as Customer Relationship Management systems (CRM) or Web App development. Core company values include: diligence, respect, curiosity and ethical conduct. We pride ourselves on meeting and exceeding the expectations of our clients ...

will be varied, balancing internal operational efficiency with external client engagement. 1. Lead Generation & Market Research Identify and qualify high-potential prospects using CRM data, LinkedIn and market research tools. Conduct initial outreach, booking discovery calls and presentations for the Chief of Sales to follow up on. Maintain current market … clients to ensure satisfaction, drive product adoption and cross-sell to drive new revenue channels. Handle client queries promptly and professionally. 3. Sales Administration & CRM Management Maintain accurate, up-to-date records in our CRM system (Salesforce). Draft sales proposals, service agreements and statements of work (SOWs) in compliance ...

sales opportunities. Work collaboratively with Marketing and Sales teams to maximise campaign effectiveness and lead conversion. Maintain accurate pipeline and activity records within the CRM platform. Share market insights and customer feedback to support ongoing campaign optimisation and business growth. We're keen to speak with individuals who have: Previous … workforce management, HCM, ERP or other enterprise software solutions. A strong understanding of lead generation, prospect nurturing and multi-touch engagement strategies. Experience using CRM and marketing automation platforms such as HubSpot, Salesforce or similar. Excellent communication skills and confidence engaging with stakeholders at all levels. A proactive, target-driven ...

Support Engineer will work with our IT Apprentice to assist employees, and lead application administration & maintenance. The ideal candidate will have experience administrating ERP, CRM and ITSM systems (ideally Netsuite, Salesforce & HaloPSA). What Youll Be Doing: SYSTEMS & APPLICATIONS Administration of core applications and systems such as SalesForce, Netsuite, HaloPSA … company standards and best practices Reset passwords and provide system admin for users and systems Software patching and updates Administration of ERP and CRM Systems Professionally representing the Company whilst at external meetings, visits and when meeting customers/suppliers as per the Kubus Code of Conduct Meet objectives ...

role with clear commercial impact. Key responsibilities: Build and deliver campaign selections using SQL Translate marketing briefs into technical requirements Work across CRM, transactional & engagement datasets Support test & learn campaigns and performance tracking Push selections into CRM (moving to Dotdigital) Plan and manage campaign cycles 1–2 months ahead … work across Financial Services, Personal Lines & Commercial, giving you broad exposure across the business. Your Skills & Experience Strong SQL Background in campaign selections/CRM/customer analytics Experience working with large datasets Ability to translate business needs into data outputs The Benefits £45,000–£50,000 Bonus ...

Change Management Analyst - CRM/Investment Banking I’m looking for a Change Management Analyst for a 12-month contract (Inside IR35) with a leading global advisory/investment banking firm. The role will support a major CRM and business adoption programme across London-based banking users. This … back-office change role. You will be supporting front-office users across relationship management, pipeline management, deal activity, and adoption of a new CRM platform. Key responsibilities: Support user adoption and business change activity for a CRM transformation programme Work directly with Investment Banking users to understand issues, feedback ...

Communicating with customers via a variety of channels, including phone, email, online chat and via written letter in an appropriate, professional manner. Update internal CRM system with account changes and notes. Basic triaging of customer connectivity faults to determine next steps, such as passing to technical support for resolution …/cross-sell products to customer where relevant and where it may add value to the customers experience. Experience/Knowledge Understanding fundamentals of CRM systems and MS Office. Abilities/Skills Effective interpersonal and communication skills. Ability to effectively engage with customers and to own the appropriate resolution ...

Business Development Manager Cambridgeshire Field Based Uncapped Commission Car Allowance Are you a natural relationship builder who enjoys opening doors, winning new business and making a real commercial impact? Anne Corder Recruitment are proud to ...

contact for potential customers, introducing the business and the services Gather insight into each prospect’s Technology needs Record detailed notes in the CRM system and qualify leads for the Sales Executive team Support lead generation campaigns tied to vendor partnerships and marketing initiatives Take part in ongoing product … Technology Sector Education & Skills Required Previous experience in a sales or customer-facing role is beneficial Comfortable using Microsoft Outlook and Excel; CRM experience is desirable Strong organisational skills with excellent attention to detail Confident communicator, both written and verbal Analytical thinker with a proactive and self-motivated approach Team ...

astute, with the ability to uncover and articulate value Organised, self-driven, and accountable for results Comfortable managing complex sales cycles and multiple stakeholders CRM confident (Salesforce advantageous) Interest in the construction sector, specification process, and BIM Benefits for this Business Development Executive role Uncapped earning potential with strong … advertisement platforms, and all telephone calls may be recorded for training and auditing purposes, your personal data will be held on our secure internal CRM system indefinitely. The personal data contained therein will not be shared with any third parties without your express consent. As an individual, you have ...

Manager to help us improve retention, increase customer value and deliver smarter, more effective customer communications throughout the lifecycle. This is a hands-on CRM and customer marketing role where you'll take ownership of campaigns from early customer engagement through to renewal and retention. You'll combine data, insight … creativity to improve performance and help Truespeed continue to compete as a challenger brand. What you'll be doing: Build, manage and optimise CRM campaigns using HubSpot (or a similar platform) Create automated and triggered customer journeys, including renewals, end-of-contract communications, upsell/cross-sell activity and engagement ...

clients. Provide administrative support to the sales team , including assisting with quotes, proposals, and sales documentation to support ongoing opportunities. Maintain high-quality CRM hygiene , ensuring all records, renewal opportunities, and sales activities are up to date and accurate. Ensure completeness and consistency of collateral , maintaining sales templates, documentation … Industry Awareness Basic understanding of sales processes and customer lifecycle management. Interest in cyber security, IT services, or technology environments. Additional Attributes Experience using CRM platforms (e.g. Salesforce). Familiarity with managing documentation, templates, and internal collateral. Experience working in a fast-paced, high-growth business environment. Other Details - Homeworking ...

point of contact for regulatory matters as the business scales toward broader regulated-sector coverage. Operations Running the operational engine of the business — keeping CRM, supplier and contract data clean and current, chairing and documenting cross-functional meetings, and leading on supplier sourcing, onboarding and due diligence. Also responsible … planning, the relationship with the external MSP, ensuring tools and systems reflect SOPs, office management across Bristol and Linlithgow, and leading special projects (e.g. CRM migration, contract novation, HR reorganisation). Finance Light-touch financial oversight including supplier payments, invoice reconciliation in Xero, expense approvals and credit control. Acting ...

alongside a senior leadership team with 10–24 years’ tenure Join a stable, growing business with a loyal customer base Access to an existing CRM database of former, lapsed, quoted and new customers First 6 months = no hard sales targets, focus on quality, consultative conversations Commission becomes 10% of profit … Work closely with experienced BDMs and technical teams to shape tailored solutions Build and manage your own client portfolio over time Use Microsoft Dynamics CRM to track activity and opportunities (experience advantageous) Your First Year First 6 months: no strict targets — focus on building confidence, quality conversations, and re-engaging ...

phone, email, and LinkedIn Following an agreed outreach process Starting conversations and gauging interest Booking qualified meetings for the Business Development Manager Keeping our CRM (Pipedrive) accurate and up to date with notes and activity Building and managing your own outreach pipeline consistently each week What Success Looks Like … companies per week Reaching at least 2 relevant contacts within each company Consistent outreach activity across phone, email, and LinkedIn Accurate and well-maintained CRM records This role focuses on consistency, quality, and professionalism rather than high-volume cold calling. What We’re Looking For Some experience in sales, outreach ...

alongside a senior leadership team with 10–24 years’ tenure Join a stable, growing business with a loyal customer base Access to an existing CRM database of former, lapsed, quoted and new customers First 6 months = no hard sales targets, focus on quality, consultative conversations Commission becomes 10% of profit … Work closely with experienced BDMs and technical teams to shape tailored solutions Build and manage your own client portfolio over time Use Microsoft Dynamics CRM to track activity and opportunities (experience advantageous) Your First Year First 6 months: no strict targets — focus on building confidence, quality conversations, and re-engaging ...

makers Lead on bid preparation, proposals and client presentations Identify market opportunities and contribute to growth strategies Conduct outbound prospecting and manage pipeline via CRM Skills and experience: Minimum 5+ years’ experience within Digital Forensics Proven track record in business development, ideally within public sector Strong communication and stakeholder engagement … skills Experience with CRM systems and account planning Target-driven mindset with ability to manage multiple priorities ...

position Nice to Haves: Experience selling scaffolding, access systems, industrial services or related solutions Existing relationships with regional contractors, industrial sites or infrastructure clients CRM system experience Experience working within highly regulated or safety-critical environments Company Profile Our client are a global leader in industrial services, scaffolding and access … prioritise territory coverage Prepare and present tailored proposals and quotations Work closely with operational and depot teams to ensure seamless project delivery Maintain accurate CRM records and sales forecasts Represent the business professionally at client meetings, site visits and industry events This is a field sales position covering the patch ...

coming together once a week in the office, although many choose to spend additional time together. Skills and Experience Experience within a Customer Marketing, CRM, Lifecycle Marketing or Retention Marketing role. Strong experience creating customer lifecycle campaigns and automated customer journeys. Hands on experience using HubSpot or a similar CRM ...

renewals, extensions and downgrades for smaller or non-target accounts. Support HubSpot admin, data quality, reports and dashboards. Help improve sales processes, documentation and CRM workflows. Keep commercial admin organised, accurate and moving. About You Have experience in sales admin, bid support, tender coordination, commercial operations or CRM support. Write … clearly and pay close attention to detail. Enjoy organising information, documents and processes. Experience in the construction or ConTech sector. Are confident using CRM systems, ideally HubSpot. Can manage deadlines without needing constant chasing. Are comfortable speaking to different teams to get the information you need. Are curious about ...