What is Your Role as an Admin?

What is Your Role as an Admin?

What is Your Role as an Admin?

As the CRM administrator for your organisation, your role is to deliver a trusted ecosystem to your employees where they can thrive successfully.

There are a list of activities that you must perform to utilize the benefits of the CRM tools in the best possible way, let us see a few examples of your core actions:

  • Help your employees learn and use the CRM tools appropriately
  • Customise the CRM platform according to your business needs
  • Design automated processes to help sales reps work faster and focus on things that matter more
  • Give your sales reps multiple channels to stay connected and interact with their customers 
  • Analyse business metrics and make best use of the data

We will help you discover your roles and actions in implementing the CRM for your organization in the below mentioned sections:

  • Setup your organisation account
  • Secure your CRM account
  • Manage users, roles and permissions
  • Customise your account
  • Automate your business process
  • Manage your data


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