
Crm Specialist
2 days ago
Role & responsibilities
- CRM Implementation & Integration:
Lead the configuration, deployment, and integration of CRM systems across the organization, ensuring seamless connectivity with other platforms. - Workflow Automation:
Design, implement, and maintain automated workflows and processes to enhance customer engagement, sales performance, and operational efficiency. - CRM Customization:
Customize CRM modules, fields, layouts, and user roles based on business requirements. - Dashboard Creation & Reporting:
Develop user-friendly dashboards and custom reports to provide actionable insights to sales, marketing, and management teams. - Reminder & Notification Setup:
Configure automated reminders, alerts, and follow-up notifications to support customer journeys, task management, and lead nurturing. - Troubleshooting & Support:
Provide ongoing support and training to CRM users, troubleshoot system issues, and coordinate with vendors or IT teams as needed.
Mandatory Skills & Qualifications:
- Proven experience with CRM platforms (e.g., Salesforce, HubSpot, Zoho, Microsoft Dynamics, etc.)
- Strong knowledge of CRM integration and third-party API usage.
- Experience in CRM implementation projects from planning to go-live.
- Expertise in workflow automation tools and strategies.
- Proficient in customizing CRM components (fields, objects, workflows, UI).
- Skilled in creating dynamic dashboards and reports for various stakeholders.
- Understanding of security best practices related to CRM systems.
- Ability to set up automated reminders, alerts, and task assignments within the CRM.
- Excellent problem-solving, analytical, and communication skills.
Contact details:-
Email id-
Phone Number
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