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CRM automation is the technique that utilizes technology and software program to enhance and automate different tasks and processes within customer relationship management. It involves automating repeating manual tasks, improving data reliability, and boosting efficiency, ultimately enabling organizations to manage better and nurture their customer relationships.
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To upgrade your CRM admin skills, you can sign up for the automation training course by airSlate Academy. We created our all-in-one course for CRM strategy consultant, focusing on improving no-code automation platform and automation skills. By finishing this certification program, you can advance your career and get the expertise needed to implement automation within your CRM operations, increasing productivity and driving business growth.
A CRM strategy consultant deals with and maintains a customer relationship management (CRM) system. Their role involves configuring and customizing the CRM platform to meet business needs, governing user access and permissions, guaranteeing data reliability, training users on the system’s functionality, and supplying ongoing support. They optimize the CRM system to enhance customer interactions, sales workflows, and overall company performance.
Upon finishing any course with the airSlate Academy, you will receive a certificate acknowledging your achievement. This certificate formally recognizes that you completed the training and obtained the necessary skills and knowledge in no-code automation platform.