Customer Relationship Management (CRM) System Administration

• Design and manage the CRM to address the needs of the users.
• Install and configure plugins and extensions
• Prep & Insert data from other sources
• Development of custom reports and dashboards
• Ongoing care of existing CRM instance.
• Preparing validation rules to keep your records clean
• Preparing flows to automate processes
• Data Management

Content Management System (CMS) Administration

• Set up, design, customization, and maintenance
• Install and configure plugins and extensions
• Website Replatforming
• Build web content, including the application of page layout and visual presentation, incorporate embedded multimedia, and troubleshoot presentation issues.
• Identify and troubleshoot content related issues
• Content management

Other Services

• Team Support (Prep spreadsheets for import, build custom reports & dashboards for groups or individuals, set up mailing / messaging lists and sequences & more)
• Text based customer support (Chat, Ticket, Email)
• Work with tools such as Zapier.com Make.com Uipath.com to help automate tasks across platforms.