Manage and optimize CRM system configurations, including user roles, security settings, and data access permissions, ensuring data integrity and compliance.
Develop and implement CRM workflows and automation rules to streamline sales, marketing, and customer service processes, improving efficiency.
Provide ongoing CRM user training and support, creating documentation and troubleshooting issues to maximize user adoption and proficiency.
Oversee data migration, cleansing, and integration efforts, ensuring seamless data transfer and accurate reporting across systems.
Analyze CRM data to identify trends, generate reports, and provide actionable insights for business decision-making.
Collaborate with cross-functional teams to gather requirements, customize the CRM, and align CRM strategies with business objectives.
Monitor system performance and proactively address technical issues, ensuring optimal CRM functionality and availability.
Stay updated on CRM best practices, new features, and industry trends, recommending and implementing improvements.
Manage CRM integrations with other business systems, such as marketing automation platforms and e-commerce sites, to enhance data flow.
Ensure data privacy and security within the CRM system, adhering to company policies and data protection regulations.