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A Microsoft CRM admin manages and maintains a customer relationship management (CRM) system. Their position involves configuring and customizing the CRM system to satisfy business requirements, regulating user access and permissions, guaranteeing data integrity, educating users on the system’s capabilities, and supplying continuing support. They optimize the CRM system to improve customer communication, sales processes, and overall business performance.
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CRM automation is the approach that utilizes modern technology and software program to simplify and automate various tasks and processes within customer communication management. It involves automating repeating manual tasks, increasing data accuracy and reliability, and enhancing productiveness, ultimately enabling businesses to handle better and nurture their customer relationships.
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To advance CRM administrator expertise, you can enroll in the automation training course by airSlate Academy. We made our comprehensive course for Microsoft CRM admin, centering on improving automated document workflow and automation skills. By accomplishing this certification program, you can progress your career and get the knowledge needed to implement automation within your CRM operations, improving effectiveness and driving business success.