
CRM Optimization Specialist
4 days ago
About the Role:
HORIZON TECHNOLOGIES is looking for a skilled CRM & Sales Data Analyst to join our team. As a key member of our sales department, you will be responsible for optimizing our lead and account database, ensuring efficiency in sales pipeline management.
Key Responsibilities:
- Manage and maintain our CRM databases (Zoho, Odoo, Salesforce, HubSpot etc) to ensure accurate data entry and timely updates.
- Analyze daily sales reports and follow-up notes from sales reps to identify trends in lead conversion, customer engagement, and sales rep performance.
- Research inactive accounts and suggest re-engagement strategies to improve sales processes and lead nurturing.
- Prepare reports & insights on lead performance, pipeline health, and sales activity for management.
Requirements:
- CMS Proficiency: Hands-on experience with Zoho, Salesforce, Odoo, HubSpot etc.
- Data Analysis & Reporting: Strong ability to track metrics, analyze trends, and generate reports using advanced Excel skills.
- AI & Market Research: Experience using AI-driven sales tools and conducting market analysis.
- Lead Management Knowledge: Understanding of B2B sales processes, lead nurturing, and re-engagement.
- Communication & Collaboration: Ability to work with sales reps, understand challenges, and present data-driven solutions.
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