Generate regular revenue reports and pipeline metrics to track performance against targets and objectives.
Develop Dashboard analytics: Create and maintain interactive dashboard to visual sales performance and pipeline status for senior leadership. Utilize data visualization tools to enable insightful analysis for decision-making.
Pipeline cleanup/ reporting: Review and refine the sales pipeline to ensure data accuracy and relevance.
Forecasting
Conduct weekly forecast of expected billings.
Assist in the development of sales forecasts and budget plans by providing data driven insights and analysis. Collaborate with sales and finance teams to align forecast with business objectives.
CRM Management (Salesforce)
Oversee the maintenance of CRM. Address any system issues and collaborate with vendors to resolve problems.
Implement CRM enhancements.
CRM reporting: Generate reports to track sales activities and pipeline status.
Sales Tools
Evaluate and manage sales tools to enhance sales efficiency and effectiveness.
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