8 of 8 CRM Jobs in Somerset

delivery team. Contribute to technical documentation and handover to BAU teams. What You'll Bring Proven experience developing within Microsoft Dynamics 365 (CE/CRM). Strong skills in Power Apps, Power Automate, and Dataverse. Proficiency in C#, JavaScript, and Dynamics SDK/custom connectors. Understanding of Azure functions, APIs ...

Spot opportunities to upsell or cross-sell, using conversations with customers to identify where they might benefit from additional products or features. Use Salesforce CRM daily to stay organised, manage your accounts, and keep accurate forecasts for the next three months. Identify and manage potential renewal risks early, supporting customers ...

issues) Support onboarding of new learners and employers onto apprenticeship systems Set up user accounts and maintain digital records across management systems (ILR/CRM/LMS/VLE) Assist with troubleshooting hardware and software issues Support online learning platforms (Teams, Zoom, e-portfolio systems, etc.) Help keep digital systems ...

Developing a strong understanding of the full product range, including bespoke options and lead times. Offering accurate and informed responses to customer queries. Utilising CRM - Maintaining accurate records of customer interactions, quotes, and orders using the internal database. Ensuring all sales data is up to date and assisting with reporting … both verbal and written, with a professional and friendly High attention to detail and accuracy in processing orders, data entry, and documentation. Proficiency in CRM systems along with Microsoft Office (Excel, Outlook, Word). Ability to work proactively, problem-solve, and take initiative in a fast-paced environment. Team player ...

volumes, retention targets, and customer satisfaction. Maintain visibility of team performance, providing coaching to address gaps and celebrate achievements. Ensure accurate data entry in CRM systems, including pipeline data and account notes. Sales & Service Excellence Manage the end-to-end customer lifecycle, ensuring smooth handoffs between sales and account management. … able to handle escalations calmly and command attention. Highly organised, able to manage multiple priorities in a fast-paced environment. Tech-savvy, proficient in CRM systems and data dashboards to make informed decisions. Eligo Recruitment is acting as an Employment Business in relation to this vacancy. Eligo is proud ...

within the four-month renewal window, and as earliest as possible within that window Maintain thorough and accurate customer service records through our clients CRM applications. Deliver timely weekly reports, to a professional level to the Renewals Team Managers and Sales and Marketing Director. Identify and deliver upsells Successfully handover … Accountabilities and Responsibilities: Positive attitude Delivery of your individual NRR and GRR targets and deliverables on a weekly and monthly basis To ensure the CRM/AM hygiene is always maintained To provide timely, clear weekly reports giving confidence in your plans for unhealthy customers Essential • 3+ years proven Account ...

CRM Marketing Automation Manager (Salesforce) Term : 12-month contract - with the team having at least a 3 year roadmap ahead of it Salary : £45k to £55k plus bonus, 25 days leave, good pension, healthcare, life assurance, etc. Location : Hybrid, two days a week in office - based out of either Bournemouth … Bristol offices The team youll be joining is mid-transformation of CRM journeys for this financia click apply for full job details ...

meetings. Send professional, high-quality renewal proposals and identify upsell opportunities. Deliver renewal and revenue targets on a monthly basic Maintain accurate records through CRM applications and deliver timely weekly reports. Successfully handover renewed customers back to the Customer Success team. Forecast pipeline and report back to senior team. Skills … oral and written, organisational prowess, and emotional intelligence. Self-motivated, inquisitive, and performance-driven with a positive attitude. Comfortable with MS Office suite and CRM systems. Benefits Salary of up to £35,000 Commission circa £24,000 a year Hybrid opportunity – 2 days per week in the office 25 days ...