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CRM automation is the approach that uses modern technology and software to simplify and automate different tasks and processes within customer relationship management. It calls for automating repetitive manual tasks, increasing data reliability, and boosting efficiency, ultimately allowing companies to handle better and nurture their customer relationships.
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A CRM admin handles and maintains a customer relationship management (CRM) system. Their role involves configuring and customizing the CRM platform to meet business needs, regulating user access and permissions, ensuring data integrity, educating users on the system’s functionality, and supplying ongoing assistance. They optimize the CRM software to improve customer interactions, sales workflows, and overall business efficiency.
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