CRM - Configuration Manger

Key Responsibilities  :

• CRM System Configuration  :
• Manage and configure CRM software (e.g., Salesforce, HubSpot, Microsoft Dynamics) to align with business processes and objectives.
• Customize CRM modules, dashboards, and reports to meet business requirements.
• Configure user roles, permissions, and security settings.
• Integration and Data Management  :
• Integrate the CRM with other business systems (ERP, marketing automation, customer support tools, etc.).
• Ensure smooth data migration between systems and maintain data integrity.
• Oversee the automation of business processes, such as lead management, follow-up tasks, and customer service workflows.
• Support and Troubleshooting  :
• Provide ongoing support and troubleshooting for CRM users.
• Resolve system issues, escalations, and data discrepancies.
• Monitor system performance, and conduct system audits to ensure optimal functioning.
• Collaboration  :
• Work closely with cross-functional teams (sales, marketing, IT, customer service) to understand needs and customize CRM features accordingly.
• Provide training and support to end-users to ensure effective use of the CRM system.
• Continuous Improvement  :
• Identify opportunities for process improvements and CRM enhancements.
• Stay updated on the latest CRM technologies, tools, and best practices to keep the system competitive and efficient.
• Documentation  :
• Maintain comprehensive documentation of CRM configurations, processes, and workflows.
• Develop user guides and training materials for the CRM platform.

Skills & Qualifications  :

Skills Required

Salesforce, Hubspot, Microsoft Dynamics, Data Migration