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A CRM admin controls and maintains a customer relationship management (CRM) system. Their role involves configuring and customizing the CRM platform to meet business requirements, regulating user access and permissions, ensuring data integrity, educating users on the system’s capabilities, and providing continuing support. They set up the CRM software to enhance customer interactions, sales processes, and overall business efficiency.
CRM automation is the technique that uses technology and software to streamline and automate various tasks and processes within customer relationship management. It involves automating repetitive manual tasks, increasing data accuracy, and enhancing productiveness, finally allowing organizations to manage better and nurture their customer relationships.
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To Develop your CRM executive skills, you can register for the automation course by airSlate Academy. We designed our comprehensive course, focusing on improving CRM admin’s automation skills. By accomplishing this course, you can progress your career and gain the expertise necessary to apply automation in your CRM operations, increasing productivity and driving business success.