Configuration and Customization

• Manage and maintain the CRM platform, including the configuration of objects, fields, record types, page layouts, and validation rules.

• Develop and implement workflows, process builder, and automation tools to streamline business processes.

• Create and manage custom reports, dashboards, and views to provide actionable insights and data analytics for end-users.

User Management

• Perform user management tasks, including setting up new users, managing profiles, roles, and permission sets.

• Provide ongoing support and training to Salesforce users, ensuring they understand and utilize the platform effectively.

• Monitor system usage and user adoption, implementing strategies to improve user engagement and platform efficiency.

Data Management

• Ensure data integrity and quality within CRM by performing regular data audits, deduplication, and cleansing activities.

• Manage data imports, exports, and updates using tools such as Data Loader, ensuring data consistency and accuracy.

• Develop and maintain data management best practices, including data governance and compliance with organizational policies.

Security and Compliance

• Implement and maintain CRM security measures, including profiles, roles, field-level security, and sharing rules, to protect sensitive data.

• Conduct regular security assessments and audits to ensure the platform complies with industry standards and regulations.

• Stay current with security best practices and proactively address potential security vulnerabilities.

System Maintenance and Optimization

• Perform regular system maintenance tasks, including installing system updates, managing releases, and monitoring system performance.

• Identify and implement enhancements to improve the platform's performance, usability, and scalability.

• Troubleshoot and resolve issues related to  configurations, integrations, and third-party applications.

Process Improvement and Best Practices

• Collaborate with stakeholders to identify opportunities to enhance and optimize  processes.

• Implement system/vendor best practices and leverage platform capabilities to maximize efficiency and business value.

Documentation and Training

• Document  configurations, processes, and procedures to support knowledge sharing and future maintenance.

• Develop training materials and conduct training sessions for new and existing users to promote platform adoption and proficiency.

• Provide ongoing support and guidance to users, addressing questions, issues, and enhancement requests.