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A Microsoft CRM consultant handles and maintains a customer relationship management (CRM) system. Their role involves configuring and modifying the CRM platform to meet business requirements, regulating user access and permissions, ensuring data reliability, training users on the system’s functionality, and providing continuing assistance. They optimize the CRM system to improve customer interactions, sales workflows, and overall business productivity.
CRM automation is the technique that uses technology and software program to simplify and automate various tasks and processes within customer communication management. It calls for automating repeating manual tasks, improving data accuracy and reliability, and enhancing productivity, ultimately allowing businesses to handle better and nurture their customer relationships.
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