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A Zoho CRM admin controls and maintains a customer relationship management (CRM) system. Their role involves configuring and customizing the CRM software to meet business needs, governing user access and permissions, guaranteeing data reliability, training users on the system’s functionality, and delivering ongoing assistance. They set up the CRM software to enhance customer communication, sales processes, and overall company performance.
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CRM automation is the approach that utilizes technology and software program to improve and automate various tasks and processes within customer communication management. It involves automating repeating manual tasks, increasing data accuracy, and boosting productivity, ultimately allowing companies to handle better and nurture their customer relationships.
To advance CRM admin expertise, you can sign up for the automation course by airSlate Academy. We designed our comprehensive course for Zoho CRM admin, centering on enhancing no-code workflow automation and automation skills. By accomplishing this certification program, you can progress your career and gain the expertise necessary to implement automation within your CRM operations, increasing efficiency and driving business growth.