CRM Software Administrator Responsibilities:
- Create and maintain existing dashboards
- Build list in CRM for leads from lead generating social media platforms and other sources
- Check and remove junk and non-US Companies and contacts
- Add new Companies and contacts
- Append missing information from new Companies and contacts
- Manage engagement of existing in-house platforms (e.g. Chat Box, Comments feature)
- Support Business Development Team, Marketing Team and Account Managers
- Build filters for Account Managers as needed for prospecting
- Give weekly update on inbound activities and email results/analysis on Monday Sales call
- Pull direct numbers and additional contacts from Out of Office emails
- Build list for Marketing and Business Development Teams emails
- Keep track of registered attendees for webinars and make sure the Business Development Team has a call list after each webinar
- Dups/Merging Companies
- Dups/Merging contacts
- Clean up old lists built in CRM software
- Remove contacts with no activity
- Remove contacts with titles that the organization does not market to
- Fill in missing job titles and personas
- Delete or update all contact no longer here – email bounces
- Adjust territories when needed
- Train new employees and all Account Managers on new features in CRM software
- Keep Account Managers updated on HubSpot features via videos
- Add and/or remove employees in CRM software
- Review with the CRM software representative and give feedback
