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CRM automation is the technique that utilizes technology and software program to simplify and automate different tasks and processes within customer relationship management. It involves automating repeating manual activities, improving data accuracy, and boosting efficiency, finally allowing companies to handle better and nurture their customer relationships.
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Upon completing any course with the airSlate Academy, you will get a certificate acknowledging your accomplishment. This certificate formally recognizes that you accomplished the course and obtained the necessary skills and knowledge in workflow management.
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A Salesforce CRM specialist manages and maintains a customer relationship management (CRM) system. Their role involves configuring and modifying the CRM platform to satisfy business demands, governing user access and permissions, guaranteeing data integrity, training users on the system’s functionality, and delivering continuing support. They optimize the CRM software to improve customer interactions, sales processes, and overall company effectiveness.