ERP Leads Appointment Setter
Budget: $15 – $25 USD
I manage a growing pipeline of companies evaluating our cloud accounting and ERP automation platform and I need a mid-level assistant who can keep every opportunity moving forward. Your mission is simple: turn warm leads into calendar-confirmed “demo & discovery” calls for my senior consultant, then continue light follow-ups so the deal stays on track. There is no hard selling involved—just thoughtful, timely contact and meticulous record-keeping.
You will live inside Acumatica’s CRM each day, updating stages, adding call notes, and classifying prospects based on interest level and timeframe. Outreach must feel human yet systematic, so you’ll blend phone calls, personalised emails, and the occasional social-media nudge to reach decision-makers where they’re most responsive.
Deliverables
• Demo/discovery meetings booked and accepted by prospect and consultant
• All activities logged in Acumatica with next-step dates set
• Opportunity status and lead source tags kept current and accurate
A confident phone manner, crisp writing skills, and the discipline to follow a structured cadence are essential. If you’re comfortable juggling multiple accounts, keeping immaculate CRM notes, and hitting reply before a lead goes cold, let’s talk about getting you connected to my pipeline right away.
You will live inside Acumatica’s CRM each day, updating stages, adding call notes, and classifying prospects based on interest level and timeframe. Outreach must feel human yet systematic, so you’ll blend phone calls, personalised emails, and the occasional social-media nudge to reach decision-makers where they’re most responsive.
Deliverables
• Demo/discovery meetings booked and accepted by prospect and consultant
• All activities logged in Acumatica with next-step dates set
• Opportunity status and lead source tags kept current and accurate
A confident phone manner, crisp writing skills, and the discipline to follow a structured cadence are essential. If you’re comfortable juggling multiple accounts, keeping immaculate CRM notes, and hitting reply before a lead goes cold, let’s talk about getting you connected to my pipeline right away.