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CRM automation is the technique that uses technology and software to simplify and automate various tasks and processes within customer communication management. It involves automating repeating manual activities, improving data reliability, and enhancing efficiency, ultimately allowing organizations to handle better and nurture their customer relationships.
A Microsoft CRM admin deals with and maintains a customer relationship management (CRM) system. Their position involves configuring and modifying the CRM software to satisfy business requirements, governing user access and permissions, ensuring data integrity, training users on the system’s eatures, and delivering ongoing assistance. They set up the CRM system to improve customer interactions, sales workflows, and overall company efficiency.
To upgrade your CRM administrator expertise, you can register for the automation certification program by airSlate Academy. We made our comprehensive course for Microsoft CRM admin, focusing on enhancing business automation and automation skills. By completing this certification program, you can advance your career and gain the expertise needed to apply automation in your CRM processes, improving productivity and driving business growth.