Review your pending tasks to see which ones are the most important. The Customer Service team needs help in prioritizing cases
Talk to the Customer Service team to see what they need and get their feedback on the CRM
Develop a strategy to customize the CRM to streamline the Customer Service process
Discuss the plan with the CRM Technical Architect and get her buy-in
Design custom dashboards and reports for the Customer Service team and review their performance
Review business processes to see which ones can be automated. Note these down for tomorrow
Meet with the Operations Manager to discuss inefficiencies causing bottlenecks in production
Create dynamic dashboards to help the Operations team keep track of inventory and demand
Configure forecasting to help the Operations team forecast the level of production required
Plan new workflow rules to automate some repetitive tasks
Design new approval processes and formula fields for the automated process
Put the finishing touches to your plan so you can discuss it with the team tomorrow
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Acquire CRM skills that lead to high-paying jobs at your own pace or with the help of an instructor.
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Practice what you learn on the CRM platform and learn in a fun way with quizzes and practice exams.