CRM Administration.
Administration of Office 365, Box, QuickBooks Online, Adobe Creative Cloud, Adobe Document Cloud, Slack, Zoho Campaigns.
- Utilize profiles, role hierarchies, and sharing rules to manage permissions, sharing, and security
- Design and deploy custom objects, fields, layout rules, record types, and dependency fields
- Create and configure custom reports and dashboards for executives and sales team
- Continually review business processes to identify inefficiencies and implement time-saving workflow rules and actions
- Gamification of sales KPI's using Zoho Gamescope
- Research and integrate apps to add functionality and automation