Key Responsibilities :

- CRM System Configuration :
- Manage and configure CRM software (e.g., Salesforce, HubSpot, Microsoft Dynamics) to align with business processes and objectives.
- Customize CRM modules, dashboards, and reports to meet business requirements.
- Configure user roles, permissions, and security settings.
- Integration and Data Management :
- Integrate the CRM with other business systems (ERP, marketing automation, customer support tools, etc.).
- Ensure smooth data migration between systems and maintain data integrity.
- Oversee the automation of business processes, such as lead management, follow-up tasks, and customer service workflows.
- Support and Troubleshooting :
- Provide ongoing support and troubleshooting for CRM users.
- Resolve system issues, escalations, and data discrepancies.
- Monitor system performance, and conduct system audits to ensure optimal functioning.
- Collaboration :
- Work closely with cross-functional teams (sales, marketing, IT, customer service) to understand needs and customize CRM features accordingly.
- Provide training and support to end-users to ensure effective use of the CRM system.
- Continuous Improvement :
- Identify opportunities for process improvements and CRM enhancements.
- Stay updated on the latest CRM technologies, tools, and best practices to keep the system competitive and effective.
- Documentation :
- Maintain comprehensive documentation of CRM configurations,



processes, and workflows.
- Develop user guides and training materials for the CRM platform.

Skills & Qualifications :

- Experience :
- Proven experience as a CRM Configuration Manager, Administrator, or in a similar role.
- In-depth experience with CRM platforms such as Salesforce, Microsoft Dynamics, HubSpot, etc.
- Experience in system integration, automation, and data management.
- Technical Skills :
- Strong understanding of CRM configuration, workflows, automation, and reporting.
- Familiarity with programming/scripting languages (e.g., Apex for Salesforce, JavaScript, SQL) is a plus.
- Proficient in data migration, ETL processes, and API integrations.
- Communication & Collaboration :
- Strong communication and interpersonal skills to work with technical and non-technical teams.
- Ability to gather requirements, deliver presentations, and train users.
- Problem-Solving :
- Strong troubleshooting and problem-solving skills.
- Ability to identify issues, analyze root causes, and implement solutions.
- Education :
- Bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field (or equivalent experience).
- Certifications (Optional but Preferred):
- Salesforce Certified Administrator (Salesforce)
- Microsoft Certified: Dynamics 365 Fundamentals
- HubSpot CRM Certification

📌 CRM - Configuration Manger (Mysuru)
🏢 Capillary Technologies
📍 Mysuru