The CRM Administrator will oversee and manage the company's CRM system to ensure smooth operations and optimized functionality for the sales, service, and customer support teams. This role involves maintaining the CRM platform, ensuring data accuracy, and enhancing the company's customer relationships through efficient workflow management and system enhancements.
Skills and Experience (Minimum Requirements):Proven experience as a CRM Administrator or similar role, preferably in the industrial or equipment sales sector.Strong understanding of CRM systems.Proficiency in data management, reporting, and analytics.Excellent problem-solving and troubleshooting skills.Strong communication skills to train and support users across departments.Detail-oriented with the ability to manage multiple tasks and priorities.Duties and Responsibilities:CRM Management & Maintenance:Administer, configure, and maintain the CRM system to support sales, service, and customer support processes.Ensure the CRM system is up-to-date, accurate, and accessible for all relevant departments.Monitor system performance, troubleshoot issues, and work with IT or third-party vendors for resolutions.Data Management & Integrity:Oversee data entry processes, ensuring accuracy and consistency of customer data and service records.Conduct regular audits of CRM data to maintain system health and compliance with company policies.Implement and manage data cleanup, deduplication, and quality control strategies.User Support & Training:Provide day-to-day support to CRM users, including training new employees on CRM functionality and best practices.Develop and maintain CRM training materials, user guides, and FAQs for internal use.Respond to and resolve user queries and issues efficiently.Customize and configure the CRM to meet business requirements, including setting up workflows, automation, dashboards, and reports.Collaborate with sales, marketing, and service teams to identify areas for improvement and implement system enhancements.Ensure the system integrates seamlessly with other tools and systems (e.g., ERP, marketing platforms).Reporting & Analytics:Generate reports and dashboards to track key metrics such as sales performance, customer retention, and service delivery.Analyze CRM data to provide insights and recommendations for optimizing sales strategies and customer relationship management.Provide regular updates to management on CRM usage and customer trends.Compliance & Security:Ensure the CRM system complies with relevant data protection laws (e.g., GDPR).Manage user permissions and ensure appropriate access levels to protect sensitive customer information.Stay up-to-date with CRM software updates, patches, and security improvements.
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