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A Zoho CRM specialist handles and maintains a customer relationship management (CRM) system. Their role involves configuring and customizing the CRM system to satisfy business needs, governing user access and permissions, ensuring data reliability, educating users on the system’s capabilities, and supplying ongoing support. They set up the CRM software to enhance customer interactions, sales processes, and overall business productivity.
CRM automation is the approach that uses technology and software to improve and automate various tasks and processes within customer communication management. It involves automating repeating manual activities, increasing data reliability, and boosting productivity, finally allowing companies to handle better and nurture their customer relationships.
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To upgrade your CRM admin skills, you can enroll in the automation training course by airSlate Academy. We made our comprehensive course for Zoho CRM specialist, focusing on enhancing no-code workflow automation and automation skills. By completing this course, you can move forward your career and gain the knowledge necessary to apply automation in your CRM processes, improving effectiveness and driving business growth.