Establish and enforce policies and procedures for the proper management of CRM data, including defining data standards, data quality rules, and data access controls.
Ensure that data within the CRM system is accurate, complete, and up-to-date. This involves performing regular data audits, identifying and correcting data errors, and monitoring data quality metrics.
Work with other departments within the organization to ensure that data from other systems (such as marketing automation tools, sales platforms, and customer service platforms) are properly integrated with the CRM system.
Provide support to CRM system users, including training on data entry best practices and troubleshooting issues related to data quality or system performance.
Create reports and dashboards to provide insights into CRM data, such as customer behavior, sales performance, and marketing campaign effectiveness.
Lead or participate in projects related to the implementation of new CRM features or enhancements.