34 Crm Reporting Jobs

You will be responsible for leading and managing full-cycle HubSpot CRM implementations, from requirement gathering to deployment. This includes customizing and configuring HubSpot CRM to align with business processes, ensuring successful data migration, system integration, and user adoption. You will also design and implement integrations between HubSpot CRM and other business systems, troubleshoot and resolve integration issues promptly, and analyze existing business processes to recommend CRM best practices for enhanced efficiency and productivity. - Lead and manage full-cycle HubSpot CRM implementations - Customize and configure HubSpot CRM to align with business processes - Ensure succe...

Company: Clearclaim Ventures Pvt Ltd Location: Bavdhan, Pune (On-site) Industry: Financial Services / Share Recovery / Stock Market About the role: We are seeking a motivated and disciplined Business Development Specialist - Senior, who is passionate about career growth, financial services, and helping customers solve real-life financial challenges. The ideal candidate has strong communication, accountability, and a never-give-up attitude . You will connect with potential clients, understand their cases, and guide them in our share recovery process. Responsibilities: Handle inbound & outbound leads (phone, WhatsApp & email) Educate customers about our services, eligibility & process Follow s...

Role & responsibilities Engage with qualified clients and drive the sales process from requirement gathering to project sign-off Conduct in-depth discovery and solution alignment meetings to understand client needs and project goals Prepare and deliver tailored proposals, project scope documents, presentations, and commercial quotations Negotiate terms, pricing, and timelines to close custom projects ranging from 5L to 20L+ Finalize all contractual documentation and secure client approval to initiate delivery Ensure a smooth handover of signed projects to the delivery team with clear scope, milestones, and deliverables Maintain and manage all project deal stages through CRM, ensuring accurac...

Role Overview: As the School Integration Program Manager for Offline School Integrated Program (SIP) at SISYA CLASS, you will be instrumental in driving revenue growth by engaging in strategic B2B consultative sales activities with CBSE schools. Your primary responsibility will be to integrate SISYA's Foundation, JEE, and NEET programs within school ecosystems, thereby transforming school education. Key Responsibilities: - Achieve and exceed regional revenue targets by forming strategic partnerships with schools. - Conduct consultative B2B sales and secure high-value SIP deals. - Develop and maintain a robust pipeline while ensuring accurate forecasting and CRM reporting. - Utilize your netw...

Sales Executive - Real Estate Location: Indiranagar, Bangalore Job Type: Full-time Experience Required: 0-2 years About GuideYu At GuideYu, we're reimagining the real estate experience with smart, innovative, and customer-focused solutions. As a fast-growing platform based in Bangalore, we're on a mission to simplify property buying and selling through trusted expertise and a tech-enabled approach. We're looking for passionate, driven, and ambitious sales professionals to join our journey and play a key role in shaping the future of real estate. Role Overview: Sales Associate As a Sales Associate, you'll be the face of GuideYu working directly with clients to understand their needs, showcase...

Job Description Role overview & Key responsibilities: Cold Calling & Lead Generation Proactively reach out to potential B2B clients, introduce company products/services, and generate interest. Cold Emailing & Follow-ups Craft engaging email pitches, follow up on leads, and nurture relationships to drive conversions. Client Engagement Build strong rapport with decision-makers, understand their needs, and propose tailored solutions. Sales Target Achievement Work towards meeting and exceeding individual and team sales targets. CRM & Reporting Maintain accurate records of calls, emails, and client interactions in CRM software. Market Research Identify potential clients, analyze market trends, an...

Role Overview: As a Principal Consultant-Technology at our company, you will provide strategic leadership in technology consulting, driving innovation and excellence in technology solutions. You will play a key role in shaping the overall technology strategy and ensuring the alignment of technology solutions with business goals. Key Responsibilities: - Build and execute user outreach and training programs to boost CRM adoption and functional alignment - Act as a CRM champion to promote self-service, reduce manual processes, and increase user satisfaction - Establish user champion networks and feedback forums across geographies - Track CRM roadmap deliverables, manage dependencies, and ensure...

We are looking for a results-driven Regional Sales Manager (B2B) to lead our industrial mineral business across the West Zone (Gujarat, Maharashtra & Silvassa) . The ideal candidate should have strong experience in selling Calcium Carbonate, Talc, Barytes, Fillers, Pigments or Polymer Additives to paints, coatings, plastics, masterbatch and compounding industries . Key Responsibilities: • Develop and execute regional sales plans to achieve monthly and quarterly targets. • Identify and onboard new customers in paints, plastics, masterbatch, coatings and allied sectors. • Manage key accounts, pricing negotiations and long-term customer relationships. • Coordinate product trials, technical disc...

Experienced in Zoho CRM development & management with expertise in customization, automation, and integrations. Skilled in building sales funnels, dashboards, and real-time reports while ensuring accurate data, sales support, and CRM optimization.

? Role Overview We are looking for motivated Sales Executives to join our team. The role involves building strong relationships with doctors, clinics, and hospitals, creating awareness about genomic testing, and driving adoption of GeneCraft Biotech services. ? Key Responsibilities Visit doctors, clinics, and hospitals to introduce GeneCraft Biotech's services. Educate healthcare professionals about prenatal and genomic testing solutions. Generate leads, follow up regularly, and convert them into active clients. Maintain records of visits, calls, and feedback through CRM/reporting. Coordinate with the internal team for sample collection, logistics, and test reporting. Meet monthly sales and ...

Solar Sales Executive - Launch Your Career with Kapsol Energies! Tired of a desk job Want to be a part of the Solar Revolution Kapsol Energies is hiring! We're seeking a motivated and energetic Sales Executive to join our Solar EPC team in Chhatrapati Sambhajinagar . This is a fantastic opportunity for individuals ready to commit to field work, drive sales, and make a real impact on sustainable energy adoption. About Kapsol Energies As a leading Solar EPC (Engineering, Procurement, and Construction) company, we design, install, and commission high-quality solar power solutions for residential, commercial, and industrial clients. Join us in powering a greener future! Your Role: Driving Solar ...

As a Customer Relationship Manager at KONE, your role involves proactively developing and creating customer relationships in your area of responsibility. You will be accountable for developing KONE's position in your customer base or market area. Your responsibilities include creating and communicating leads and sales opportunities for the entire KONE sales team, ensuring customer satisfaction, and resolving complaints with the rest of the KONE team. Additionally, you will be responsible for documenting customer and contact information while maintaining customer data. Key Responsibilities: - Proactively generate opportunities from outside the current customer base - Handle RFQs and ensure ti...

Role & responsibilities Engage with qualified clients and drive the sales process from requirement gathering to project sign-off Conduct in-depth discovery and solution alignment meetings to understand client needs and project goals Prepare and deliver tailored proposals, project scope documents, presentations, and commercial quotations Negotiate terms, pricing, and timelines to close custom projects ranging from 5L to 20L+ Finalize all contractual documentation and secure client approval to initiate delivery Ensure a smooth handover of signed projects to the delivery team with clear scope, milestones, and deliverables Maintain and manage all project deal stages through CRM, ensuring accurac...

Key Responsibilities: Outbound Outreach Prospecting: Conduct structured outbound calls, emails, and LinkedIn engagement to connect with CXOs, LD Heads, and senior HR leaders in medium to large enterprises. Research accounts and personalize outreach based on industry, company priorities, and decision-maker profiles. Build and nurture a pipeline of qualified enterprise prospects for TimesPro s LD offerings. Solution Positioning Lead Generation: Communicate TimesPro s corporate learning solutions (custom LD programs, leadership interventions, digital learning, etc.) with clarity and relevance. Understand client challenges and align them with our value propositions. Generate discovery meetings o...

As a CRM Developer at our company, you will be responsible for developing, customizing, and maintaining Zoho CRM and other CRM systems to meet business requirements. Your key responsibilities will include: - Creating custom modules, fields, layouts, and workflows in Zoho CRM. - Building and maintaining CRM integrations with third-party applications using APIs. - Designing and implementing automation rules, custom functions, and scripts to enhance CRM functionality. - Troubleshooting and resolving CRM issues and bugs. - Collaborating with cross-functional teams including sales, marketing, and IT to gather requirements and implement CRM solutions. - Providing user training and creating documen...

LeanWisdom, an EdTech company is looking for a self-driven Outbound Sales Executive to convert leads to happy learners for our EdTech company to sell high-end SAFe, AI and Project management courses.

RESPONSIBILITIES: Identify and onboard sub-brokers/APs, explain revenue models, and ensure compliance. Conduct training, drive client acquisition, boost AUM, and cross-sell products. Track KPIs, gather market feedback, maintain CRM, and report progress to management. Required Candidate profile 23years in financial services, ideally in broking house, sub broker channel, or mutual fund distribution.

RESPONSIBILITIES: Identify and onboard sub-brokers/APs, explain revenue models, and ensure compliance. Conduct training, drive client acquisition, boost AUM, and cross-sell products. Track KPIs, gather market feedback, maintain CRM, and report progress to management. Required Candidate profile 23years in financial services, ideally in broking house, sub broker channel, or mutual fund distribution.

RESPONSIBILITIES: Identify and onboard sub-brokers/APs, explain revenue models, and ensure compliance. Conduct training, drive client acquisition, boost AUM, and cross-sell products. Track KPIs, gather market feedback, maintain CRM, and report progress to management. Required Candidate profile 23years in financial services, ideally in broking house, sub broker channel, or mutual fund distribution.

Field Sales Executive Agri Inputs (Uttar Pradesh) Company: Gramik Location: Uttar Pradesh (Multiple Districts) Department: Sales & Marketing Employment Type: Full-time Apply- hr@gramik.in About Gramik Gramik is an agri-tech driven organization dedicated to farmer welfare by providing quality agri-inputs, cattle feed, and digital agri-solutions. We aim to empower farmers through innovation, technology, and reliable products delivered via an efficient rural supply chain. Role Overview We are seeking enthusiastic and result-oriented Field Sales Executives to drive sales of Agri- input products (fertilizers, pesticides, bio-fertilizers, cattle feed, seeds, etc.) across villages and districts of ...

A Senior Analyst in the Global Demand Generation and Analytics Team is expected to support reporting & analytics tasks for different practices across The Hackett Group. You will be responsible for managing and creating multiple reports based on MS-Excel / Power-BI, using Salesforce CRM. The responsibilities are mentioned below but are not limited to only the following: This role focuses on designing, developing, and maintaining insightful reports and dashboards within Salesforce (Classic / Lightening), leveraging strong data analysis skills and proficiency in Excel and Power BI. You will be responsible for ensuring data accuracy, optimizing report performance, and providing training and supp...

You will be responsible for managing a high-visibility book of business within the Treasury & Capital Markets segment as a seasoned sales professional. Reporting to the Senior Director of Sales, your primary focus will be on driving growth through strategic account management and consultative selling. Your key responsibilities will include maintaining a robust sales pipeline through proactive sales activities and accurate CRM reporting. You will need to demonstrate enterprise sales leadership by navigating complex sales processes and engaging key stakeholders across product, technology, and procurement departments. Additionally, this role will require up to 30% travel. To be successful in th...

As an Inside Sales Head at lessburn, you will play a crucial role in driving the expansion and growth of the company. You will be responsible for establishing and leading the sales function at the Chennai location, building a high-performing team from scratch. Your experience in closing international deals will be invaluable as you develop and implement strategic sales plans to expand the customer base and solidify the company's presence in the market. Your key responsibilities will include leading, managing, and motivating the sales team, providing coaching and support to achieve individual and team objectives. You will be tasked with identifying and penetrating new market segments worldwid...

You are a proactive and results-driven Customer Success & Sales Specialist with 2-4 years of experience in enterprise software sales or customer success. In this full-time role, you will be responsible for managing enterprise-level IT software clients to ensure high satisfaction and drive revenue growth. Your primary focus will be on end-to-end client lifecycle management, including onboarding, retention, upselling, renewals, and account expansion. Acting as a trusted advisor to C-level stakeholders, you will own both the relationship and commercial outcomes. Your key responsibilities will include: - Customer Success & Engagement: Handling client onboarding, implementation planning, and depl...

As a Customer Success & Sales Specialist in Enterprise IT Software with 3+ years of experience in Customer Success, Enterprise Sales, or Solution Consulting for B2B software, your main role will be to manage enterprise-level IT software clients to ensure high satisfaction and drive revenue growth. You will be responsible for the end-to-end client lifecycle management, including on-boarding, retention, up-selling, renewals, and account expansion. Your key responsibilities will include generating and qualifying new leads through inbound and outbound strategies, nurturing relationships with potential clients, and converting them into long-term business opportunities. You will identify and engag...