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All airSlate Academy courses are free. Create your account now for instant access to airSlate Academy courses, from beginner courses covering the fundamentals of automation to professional certifications showing how to transform your business digitally.
To improve your CRM admin expertise, you can sign up for the automation certification program by airSlate Academy. We made our comprehensive course for CRM Assistant, concentrating on enhancing document workflow process and automation skills. By completing this course, you can advance your career and gain the knowledge necessary to apply automation in your CRM processes, improving efficiency and driving business success.
Registering in the airSlate Academy course for CRM Assistant requires hardly any effort. Simply click the “Sign up for” button, go through a fast registration, and you’ll get immediate access to all airSlate Academy courses. You can begin any course you choose whenever you like and progress through it at your own pace, enabling a flexible and personalized learning experience.
Upon finishing any course with the airSlate Academy, you will receive a certificate acknowledging your achievement. This document officially confirms that you accomplished the online course and obtained the necessary skills and knowledge in document workflow process.
CRM automation is the technique that utilizes modern technology and software program to streamline and automate different tasks and processes within customer relationship management. It involves automating repeating manual activities, improving data accuracy and reliability, and enhancing productivity, finally enabling organizations to manage better and nurture their customer relationships.
A CRM Assistant handles and maintains a customer relationship management (CRM) system. Their position involves configuring and customizing the CRM system to meet business needs, governing user access and permissions, ensuring data integrity, educating users on the system’s capabilities, and delivering ongoing support. They set up the CRM software to improve customer communication, sales processes, and overall company efficiency.