CRM Administrator Trainee

• Role: CRM Administrator.
• Work Experience: Fresher
• Work Location: Chennai.

Position Summary:

Botree Software is seeking a dedicated CRM Administrator to manage and optimize our CRM system, ensuring it effectively supports our sales, marketing, and customer service teams. This role involves overseeing data integrity, user management, system integrations, and driving continuous improvements to enhance CRM performance and user experience. As part of our team, you will collaborate closely with key stakeholders to align the CRM system with business goals and ensure it delivers value to our organization.

Responsibilities:

The CRM Administrator plays a critical role in maintaining and enhancing our CRM system, ensuring it meets the evolving needs of the business. Here is an expanded view of the key responsibilities this role entails:

CRM System Configuration

• System Customization: Customize and configure the CRM system to align with the organization's sales, marketing, and customer service processes.
• Workflow Optimization: Set up and manage custom fields, workflows, and automation to optimize user experience and streamline business operations.

Data Management

• Data Accuracy: Oversee the accuracy, integrity, and security of customer data within the CRM.
• Data Maintenance: Regularly update and maintain customer records, ensuring data cleanliness and consistency.
• Data Quality Assurance: Conduct data duplication efforts to eliminate duplicate entries and maintain data quality.

User Management

• User Administration: Administer user accounts within the CRM platform, assigning appropriate roles and access levels based on job functions.
• User Support: Provide ongoing support and guidance to users, helping them effectively utilize the CRM system.

Training and Support

• Issue Resolution: Address user inquiries and troubleshoot issues related to CRM usage.
• User Training: Conduct training sessions to improve user adoption and proficiency in CRM tools, ensuring users can fully leverage the CRM's capabilities.

Integration and Maintenance

• System Integration: Collaborate with relevant teams to integrate the CRM system with other business tools and applications, ensuring seamless data flow.
• System Maintenance: Regularly monitor system performance and conduct necessary maintenance tasks to ensure optimal functionality.

Continuous Improvement

• Industry Trends: Stay informed about CRM best practices, industry trends, and system updates.
• System Optimization: Proactively identify opportunities for system optimization and improvements in CRM utilization

Compliance and Security

• Data Security: Ensure data security and compliance with industry regulations and organizational policies.
• Security Protocols: Implement data protection measures and monitor adherence to security protocols.