Crm And Sales Process Management
CurrentIn this role, my primary objective is to develop and manage business and systematic processes, serve as the Customer Relationship Management (CRM) administrator, and to be the bridge between the CRM systems and the employee end-users. I both support and train all levels of the organization in the use of the CRM and related ERP system processes, and serve this role for the Bettcher Group of companies. This is a lead role in ensuring the CRM system and Sales Processes will help the business achieve its annual objectives. It includes managing and analyzing customer data, developing reports and dashboards, and overall ownership of the Dynamics D365 CRM system. There is a direct and high level of involvement in leading system functionality enhancements as well as improving business processes. This also encompasses how we use our Infor Syteline ERP System (CSI), and data. In this role I have directly led lead business process improvements as well as new CRM site implementations in alignment with the Bettcher Business System principles.