Managing the CRM system to ensure it meets the company’s specific needs. Responsibilities include setting up workflows, customizing fields, and creating business-aligned reports. The administrator also integrates the CRM with marketing automation platforms, data enrichment services, and customer support software, ensuring smooth data flow and comprehensive information access. Regular audits maintain data integrity and consistency across systems.
Overseeing the implementation, optimization, and integration of marketing automation platforms. The administrator configures these tools to align with campaign strategies, integrates them with CRM, web analytics, and other peripherals. This seamless integration allows accurate tracking of customer interactions and campaign performance, enabling continuous optimization of marketing efforts.
Implementing and managing automation tools to streamline sales and marketing tasks. This includes setting up automated workflows for lead assignment, follow-up reminders, and data entry tasks, ensuring rules and triggers align with business objectives. Regular testing guarantees workflows function as intended, reducing manual effort and enhancing productivity.