<h3 class="uui-heading-subheading">CRM Implementation</h3><div class="jtbd-card"><div class="jtbd-card-single">Conducting needs analysis for CRM selection.</div><div class="jtbd-card-single">Configuring CRM settings for optimal use.</div><div class="jtbd-card-single">Migrating existing data into the new CRM.</div><div class="jtbd-card-single">Integrating third-party applications with the CRM.</div><div class="jtbd-card-single">Setting up user access and permissions.</div></div><h3 class="uui-heading-subheading">CRM Customization</h3><div class="jtbd-card"><div class="jtbd-card-single">Customizing fields and forms to match business needs.</div><div class="jtbd-card-single">Creating custom reports and dashboards for stakeholders.</div><div class="jtbd-card-single">Developing automated workflows for lead management.</div><div class="jtbd-card-single">Implementing scoring systems for leads and opportunities.</div><div class="jtbd-card-single">Designing personalized email templates for outreach.</div></div><h3 class="uui-heading-subheading">User Training and Support</h3><div class="jtbd-card"><div class="jtbd-card-single">Conducting training sessions for CRM users.</div><div class="jtbd-card-single">Developing user manuals and support documentation.</div><div class="jtbd-card-single">Providing ongoing technical support for users.</div><div class="jtbd-card-single">Gathering user feedback for continuous improvement.</div><div class="jtbd-card-single">Creating video tutorials for common tasks.</div></div><h3 class="uui-heading-subheading">Data Management and Analysis</h3><div class="jtbd-card"><div class="jtbd-card-single">Maintaining data integrity and accuracy in the CRM.</div><div class="jtbd-card-single">Analyzing customer data for actionable insights.</div><div class="jtbd-card-single">Performing regular data cleansing and updates.</div><div class="jtbd-card-single">Generating performance reports for management reviews.</div><div class="jtbd-card-single">Setting up KPIs for tracking CRM effectiveness.</div></div>