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CRM automation is the technique that uses modern technology and software to improve and automate different tasks and processes within customer relationship management. It calls for automating repeating manual activities, improving data accuracy, and boosting productivity, ultimately allowing organizations to handle better and nurture their customer relationships.
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To Advance your CRM technical skills, you can enroll in the automation certification program by airSlate Academy. We created our all-in-one course, focusing on improving CRM admin’s automation skills. By finishing this certification program, you can advance your career and get the knowledge needed to apply automation within your CRM processes, increasing productivity and driving business success.
A CRM admin handles and maintains a customer relationship management (CRM) system. Their position involves configuring and customizing the CRM platform to meet business requirements, regulating user access and permissions, ensuring data reliability, training users on the system’s capabilities, and supplying ongoing support. They set up the CRM software to improve customer interactions, sales workflows, and overall business productivity.
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