17 of 17 CRM Jobs in Somerset

and timely telephone and/or e-mail assistance/responses to inbound correspondence - to include internal and external customers/clients and suppliers Keep In-tend’s own CRM database, In-manage up to date electronically, complying with GDPR legislation in respect of data Liaise with other departments for optimal resolution of customer queries Manage expectations of customers and More ❯

as NVQ or BTEC Excellent verbal and written skills and strong customer service skills Proficient IT skills including Microsoft Word, Excel and Outlook (Experience with SAGE200 and Microsoft Dynamics CRM is a plus) To apply, please submit a copy of your up to date CV clearly indicating your relevant experience. Applicants must have an existing right to work in the More ❯

British Standards and NSI standards, ensuring compliance in installations. Computer Skills: Proficient in MS Office (Excel, Word) and ideally Access or similar database. Good understanding of the company's CRM database and PDA system is important. Literacy and Numeracy: Good numeracy skills are required for installation calculations, along with strong communication skills for face-to-face and telephone interactions. Person More ❯

client review appointments and managing IFA's diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA's & Clients' on the progress of their new business cases Adhering to FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues More ❯

of digital files Scanning of internal documents Answering phone and email enquiries Workshop Requests Data entry Basic analysis for departments Daily use of spreadsheets and pivot tables on Excel CRM/Data management Any other duties on site as requested Training This role could grow into a full-time position after your apprenticeship ends. Apprenticeship Standard Data technician (level More ❯

investment? You'll be the data wizard behind critical investment decisions that move markets! You'll be the go-to expert for all things Salesforce, wielding your powers across CRM and Pardot to drive engagement with institutional investors, intermediaries, and underlying investors worldwide. Think of yourself as the digital architect of investor relationships that span continents! &#(phone number removed More ❯

our customers. In this role, you'll lead the analysis of customer behaviour and commercial data, using predictive and advanced analytics to influence high-level decision-making across trading, CRM, and marketing. You'll be a key voice in the room, translating complex findings into clear, actionable strategies that improve performance and customer experience. This is more than just a More ❯

that move people. We believe that ideas should work everywhere and that brilliant results are what really matter. We combine deep digital and advertising expertise, a strong heritage in CRM and award-winning creativity to make it all happen. TMW is proudly part of UNLIMITED, a fully integrated agency group with human understanding at its heart. Through our Human Understanding More ❯

to improve productivity, enhance customer service, and enable data-driven decision-making. Role Support the development, optimisation, and user engagement of Microsoft Dynamics 365 CRM. Key responsibilities include maintaining CRM data integrity, generating performance reports, supporting teams with dashboards and insights, and helping to implement digital tools and systems. The apprentice will collaborate with colleagues to translate complex data into … Being Vulnerable Core Responsibilities (Right Seat): Provide technical and application support to internal stakeholders via email, phone, video conferencing, and helpdesk systems. Monitor and maintain data quality within the CRM, ensuring all records and information are accurate, complete, and up to date. Create and manage views, filters, and saved lists in the CRM to support sales and marketing operations. Use … tools such as Hunter, LinkedIn, and Co-Pilot to source accurate contact information and create targeted marketing lists within the CRM to support campaign planning and execution. Research prospective employer contacts and organisations to enrich CRM data and support business development. Generate data reports from the CRM to support analysis of activities, pipelines, and live accounts. Support the analysis of More ❯

C#/.Net CRM Developer (Dynamics 365/Non-Profit) Location: Hybrid (Portishead-based office - in-office Monday & Wednesday) Salary Range: £48,000 - £55,000 DOE Employment Type: Full-time/Permanent About the Company This role sits within a growing Microsoft Partner consultancy that specialises in delivering Dynamics 365 solutions, particularly to the non-profit and construction sectors. The … currently 9 members) and works in a collaborative and Agile way across a mix of migrations, rescue and continuous delivery projects. The Role You'll join as a .Net CRM Developer working on high-impact Dynamics 365 projects, including migrations and recovery efforts. Reporting into a Senior Technical Architect you'll have room to grow your skills across the Microsoft … stack, with plenty of D365 CRM training provided. While not overtly client-facing, the role will require good communication and a collaborative approach and occasional client facing activities. This is an excellent opportunity for someone mid-career looking to sharpen their skills in a supportive, growth-focused environment. Key Responsibilities Design and build tailored CRM solutions using .NET and Microsoft More ❯

circa £80k per month Average order values range from £5k to £100k Working closely with the wider sales team, safety technicians and General Manager Will be required to upkeep CRM systems The ideal applicant will be Technical Sales Engineer Fall Protection Systems with: Must have solution sales experience within the construction industry Roofing, cladding, facades, solar, building envelope, scaffolding, HVAC More ❯

for a Project Delivery Manager to work with our client in Weston Super Mare. The main duties will include: Delivering client projects Ensure the Projects Task systems (PMS/CRM) are maintained Support and manage low level day to day client/stakeholder project relationships via reports and verbal communication. Provide support in project planning and implementation stages Provide project More ❯

Role Key Responsibilities: Lead Generation & Pipeline Development Conduct research to identify new leads, partnerships, and sales opportunities Support the qualification of inbound leads and prospecting of outbound opportunities Use CRM tools (e.g., Salesforce, HubSpot) to track contacts, deals, and interactions Client Engagement & Relationship Management Assist in preparing proposals, pitch decks, and commercial presentations Shadow senior colleagues on discovery calls, client … organizations grow Basic understanding of revenue models, business models, and value propositions Analytical Thinking Ability to assess market and financial data to inform decisions Comfortable with Excel, PowerPoint, and CRM/BI tools Communication Skills Excellent written and verbal communication Confidence to contribute to client conversations and internal meetings Initiative & Adaptability Self-starter who is eager to learn and take More ❯

well as a wider understanding of the Microsoft technology stack, including but not limited to Azure and SharePoint. Knowledge of software engineering best practices as well as Microsoft Dynamics CRM SDK, C#, Visual Studio and Team Foundation Server. Full implementation lifecycle experience of CRM based programmes within Microsoft Dynamics 365 and the Power Platform. Experience with Continuous Integration (CI) and More ❯

/Remote Salary: £65,000 - £75,000 Job Type: Full-time | Permanent Join a fast-growing SaaS company as a Full Stack .NET Developer , working on a cutting-edge CRM/ATS platform used by thousands of professionals. This is a remote-first role offering exciting technical challenges, a collaborative team culture, and a clear path for growth. What You … based or SaaS environment (a bonus) An interest in building high-quality user interfaces and improving UX Requirements: Degree (or equivalent experience) in Computer Science or a related field CRM or recruitment software experience is helpful but not required More ❯

/Remote Salary: £65,000 - £75,000 Job Type: Full-time | Permanent Join a fast-growing SaaS company as a Full Stack .NET Developer , working on a cutting-edge CRM/ATS platform used by thousands of professionals. This is a remote-first role offering exciting technical challenges, a collaborative team culture, and a clear path for growth. What You … based or SaaS environment (a bonus) An interest in building high-quality user interfaces and improving UX Requirements: Degree (or equivalent experience) in Computer Science or a related field CRM or recruitment software experience is helpful but not required More ❯

perform development, scripting, and configuration to update and improve the NetSuite instance, adhering to budgets and deadlines. Develop new sales and booking functionalities to enhance sales team efficiency and CRM capabilities. Peer review code before testing and deployment. Work on both front-end and back-end code development. Essential Skills and Experience Proven experience in developing and managing NetSuite scripts … box functionalities. Knowledge of financial processes such as Accounts Payable, Accounts Receivable, Tax, and Billing. Desirable Skills and Experience SQL proficiency. Experience with accountancy and accounting systems. Familiarity with CRM systems. Please apply for further details on this excellent contract opportunity. More ❯