CRM Software Administrator (Tech and Services)

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
Share on facebook
Share on twitter
Share on linkedin
Share on google
Share on pinterest
Share on reddit
Share on whatsapp
Share on email

Schedule a Free Business Evaluation Today

We're upgrading our website to serve you better!

Complete the form below to join an appointment. One of our Growthbackers will be in touch with you.

Disclaimer: Once you fill out this form, you are giving us permission to contact and send you emails about cyberbacker.