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CRM & Business Automation:

•  Import company data into Salesforce and configure Salesforce to fit Unity Homes sales process.
• Lead strategy, development, and implementation of Unity Homes’ CRM (Salesforce).
• Implement new CRM tools and collaborate to improve business processes.
• Holistic integrations of Salesforce and SAP for full ERP benefits.
• Integrate marketing campaigns, analyse buyer behaviour, and maintain CRM databases.

System Administration:

• Manage day-to-day operations of the Salesforce CRM system, including audits, upgrades, and user management.
• Ensure compliance with data protection regulations and manage system security.
• Perform regular system audits and prepare for upgrades.
• Manage user accounts, profiles, permissions, and security settings within Salesforce.

Technical Support:

• Provide technical support, troubleshoot critical issues, and document system configurations.
• Collaborate with stakeholders to implement system enhancements and test new features.

Training:

• Develop and deliver training programs for sales staff to maximize Salesforce usage.
• Provide ongoing support and create user guides for the CRM platform.

Reporting & Analytics:

• Design and build custom reports and dashboards to track key performance indicators(KPIs) and gain actionable insights into sales performance, leads, and opportunities.
• Analyse data trends and provide insights to support data-driven decision-making.
• Create and manage reports, dashboards, and analytics to provide insights and support decision-making.

Collaboration & Integration:

• Collaborate with sales, marketing, and other departments to align CRM needs.
• Stay up-to-date on the latest Salesforce features and functionalities, recommending and implementing appropriate updates.
• Collaborate with the marketing team to integrate marketing automation tools and strategies with the CRM.
• Support the alignment of marketing and sales efforts by implementing lead tracking, campaign management, and customer segmentation within Salesforce.