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Embee Software
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Sales Excellence CRM Lead

Sales Excellence CRM Lead

Embee Software

0 years

0 Lacs

Gautam Buddha Nagar Uttar Pradesh India

Posted:4 days ago| Platform:

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Skills Required

crm data power analytics flow reporting reports drive automation leadership analysis support migration training documentation management workflow dashboard compliance governance security

Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking a highly motivated and tech-savvy CRM MIS Manager with a focus on managing sales data. The ideal candidate will have strong expertise in Ms Access, Power BI, Power Apps, and data analytics, with a primary responsibility to oversee and optimize the sales data flow, performance reporting, and provide insights that enhance the sales process. This role requires you to collaborate with the sales team, cross-functional teams, develop sales reports and dashboards, and drive automation to streamline sales operations and enhance decision-making for the leadership team.

Key Responsibilities:

CRM Lead

Act as the SPOC for business teams and technical/IT team to ensure that the system aligns with business needs and delivers value.
Collect input from various business units to define CRM functional requirements, translate business processes into functional requirements for the implementation team.
Perform CRM business process analysis and process mapping.
Support data migration efforts, by extracting and preparing the required data.
Provide training, documentation, and guidance to end users.

Post Implementation CRM System Administration

Carry out day-to-day CRM administration tasks like User Management, Workflow modifications, Dashboard management etc.
Manage licenses and prevent unnecessary spending. Engage with CRM providers for technical escalations.
Maintain CRM User documentation - Business Processes, User manuals, Training kits, Administration manuals etc.
Ensure compliance with data governance standards and best practices for data security and privacy.
Drive CRM adoption by being the first support contact, providing regular refresher training, maintaining knowledgebase for resolving common issues etc.
Identify and maintain CRM enhancement logs based on feedback from users and evolving business needs.

Location:

Noida, Uttar Pradesh, India

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Sales Excellence CRM Lead