CRM Specialist

a crm specialist is a vital, cross-functional role responsible for managing and optimizing a company's customer relationship management (crm) platform (like salesforce, hubspot, or microsoft dynamics). they act as the bridge between technical systems and day-to-day business needs, ensuring the platform is configured to drive sales, marketing, and customer success goals.

🔑 key responsibilities and duties

the crm specialist ensures the crm system is accurate, efficient, and utilized to its maximum potential to enhance the customer journey.

1. system administration and optimization

configuration and maintenance: configure and maintain all aspects of the crm system, including custom fields, page layouts, validation rules, user roles, permissions, and security settings.

workflow automation: develop, implement, and optimize automated workflows, processes (., lead scoring, routing), and email nurture sequences to streamline sales and marketing activities.

integration: coordinate and support the integration of the crm with other critical business systems (., erp, marketing automation, customer service platforms).

troubleshooting: serve as the primary point of contact for end-users, troubleshooting technical issues, debugging system errors, and coordinating with software vendors when necessary.

2. data integrity and analysis

data quality: monitor data quality and integrity by performing regular audits, cleanups, and de-duplication to ensure customer and lead information is accurate and reliable.

reporting and dashboards: create, maintain, and present custom reports and dashboards for sales, marketing, and leadership teams to track kpis (., sales pipeline, conversion rates, customer retention).

segmentation: manage customer and prospect segmentation based on behavioral, demographic, and transactional data to enable highly targeted and personalized campaigns.

strategic insight: analyze crm usage and customer data to identify trends, forecast behavior, and provide actionable insights to inform strategic business decisions.

3. training and collaboration

user support and training: develop and maintain crm documentation and provide ongoing training and support to internal teams (sales, marketing, customer support) to ensure high user adoption and best practices.

cross-functional alignment: collaborate with stakeholders across departments to gather requirements for system enhancements and ensure the crm platform perfectly aligns with evolving business processes.

• Experience

  1 - 2 Years

• No. of Openings

  1

• Education

  B.A, B.B.A, B.Com, B.E, B.Tech, Any Bachelor Degree

• Role

  CRM Specialist

• Industry Type

  Oil / Gas / Petroleum / Solar / Power & Energy

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Impact HR and KM Solutions Near Canada Corner Signal Ravi Chambers Basements Below Laminate Gallery