<h3 class="uui-heading-subheading">Sales CRM Management</h3><div class="jtbd-card"><div class="jtbd-card-single">Configuring CRM workflows to align with the sales process.</div><div class="jtbd-card-single">Importing and exporting contacts and sales data efficiently.</div><div class="jtbd-card-single">Setting up lead scoring based on engagement metrics.</div><div class="jtbd-card-single">Creating and customizing sales dashboards for tracking KPIs.</div><div class="jtbd-card-single">Automating follow-up emails for new leads and customers.</div><div class="jtbd-card-single">Integrating CRM with marketing automation tools for seamless workflows.</div><div class="jtbd-card-single">Monitoring user activity to improve system utilization and performance.</div></div><h3 class="uui-heading-subheading">Data Management and Analysis</h3><div class="jtbd-card"><div class="jtbd-card-single">Analyzing CRM data to identify trends and insights for sales strategies.</div><div class="jtbd-card-single">Creating custom reports focused on individual sales team performance.</div><div class="jtbd-card-single">Segmenting customer data to enhance targeted marketing campaigns.</div><div class="jtbd-card-single">Conducting data hygiene checks to maintain data accuracy.</div><div class="jtbd-card-single">Utilizing A/B testing results to refine CRM processes.</div></div><h3 class="uui-heading-subheading">User Training and Support</h3><div class="jtbd-card"><div class="jtbd-card-single">Developing training materials for new CRM users.</div><div class="jtbd-card-single">Hosting hands-on workshops to train sales teams on CRM features.</div><div class="jtbd-card-single">Providing ongoing technical support for user inquiries and issues.</div><div class="jtbd-card-single">Creating user manuals tailored to specific roles in the organization.</div><div class="jtbd-card-single">Gathering feedback from users to assess training effectiveness.</div></div><h3 class="uui-heading-subheading">Customization and Integration</h3><div class="jtbd-card"><div class="jtbd-card-single">Customizing CRM settings to meet specific business requirements.</div><div class="jtbd-card-single">Developing custom fields and objects for unique data capture.</div><div class="jtbd-card-single">Integrating CRM with external tools like support ticket systems.</div><div class="jtbd-card-single">Configuring API integrations for automated data exchange.</div><div class="jtbd-card-single">Testing workflows to ensure proper functionality post-customization.</div></div>