2 of 2 CRM Jobs in Windsor

present data in a way that can be consumed rapidly by salespeople and decision makers. Hold responsibility for data integrity, freshness and cleanliness of CRM, working with the Commercial team to achieve this. Reconcile CRM with other business systems to ensure that data is accurate. Perform data analysis, create “performetrics … collation and aid in the presentation of monthly commission calculations and quarterly information packs. Utilise data from a variety of sources (databases, spreadsheets, CRM) creating relevant and insightful reports into past and potential sales activities, to support divisional planning and decision making. Be a driver of change within the Commercial ...

challenging projects that demand innovation, collaboration, and thought leadership . Role – We are seeking an experienced Salesforce Business Analyst to support a major CRM transformation programme for a UK-based national energy infrastructure organisation. This project is modernising CRM processes and implementing new automated capabilities on the Salesforce platform … improved customer engagement, operational efficiency, and data-driven decision making. You will work closely with business and technical stakeholders to analyse, document, and optimise CRM processes and ensure alignment with Salesforce best practices. Key Responsibilities Lead workshops, interviews, and process walkthroughs to capture business requirements and pain points. Document current ...