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A CRM admin manages and maintains a customer relationship management (CRM) system. Their role involves configuring and modifying the CRM platform to meet business demands, governing user access and permissions, ensuring data integrity, educating users on the system’s capabilities, and providing continuing assistance. They set up the CRM system to enhance customer communication, sales workflows, and overall business productivity.
CRM automation is the technique that utilizes technology and software to streamline and automate different tasks and procedures within customer relationship management. It involves automating repetitive manual activities, improving data reliability, and enhancing efficiency, ultimately enabling organizations to handle better and nurture their customer relationships.
All airSlate Academy courses are free. Register now for immediate access to airSlate Academy courses, from beginner courses covering the basics of automation to expert certifications demonstrating how to transform your business digitally.
To Perfect your Salesforce CRM skills, you can sign up for the automation course by airSlate Academy. We created our comprehensive course, focusing on improving CRM admin’s automation skills. By completing this certification program, you can progress your career and get the knowledge needed to apply automation in your CRM operations, improving efficiency and driving business growth.
Upon finishing any course with the airSlate Academy, you will get a certificate acknowledging your accomplishment. This document formally signifies that you accomplished the automation course and obtained the necessary skills and knowledge.