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CRM automation is the approach that utilizes technology and software to streamline and automate various tasks and procedures within customer communication management. It involves automating repetitive manual activities, improving data accuracy, and boosting productiveness, ultimately enabling companies to handle better and nurture their customer relationships.
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To upgrade your CRM administrator skills, you can enroll in the automation certification program by airSlate Academy. We created our comprehensive course for Microsoft Dynamics CRM consultant, centering on enhancing business automation workflow and automation skills. By completing this course, you can progress your career and gain the knowledge needed to apply automation in your CRM processes, improving effectiveness and driving business growth.
A Microsoft Dynamics CRM consultant controls and maintains a customer relationship management (CRM) system. Their role involves configuring and customizing the CRM software to satisfy business demands, regulating user access and permissions, ensuring data integrity, educating users on the system’s capabilities, and delivering continuing support. They set up the CRM system to enhance customer interactions, sales processes, and overall company productivity.