- Contact and follow up promptly with warm inbound leads.
- Conduct discovery calls and answer prospective customers’ questions.
- Qualify prospects and convert interested leads into trial customers.
- Guide new customers through the initial setup and submission process.
- Maintain accurate call records, lead statuses, and follow-up activities in the CRM.
- Meet daily call activity and conversion targets.
- Coordinate customer handoffs with the Account Management team.
SalesforceHubSpotCRM