Careers in the CRM Industry CRM Administrator: Managing User Access, Permissions, Databases, Dashboards, and Performance

Total Estimated Time
~5 minutes

Lesson Introducton Job Duties of a CRM Administrator Skills Required by a CRM Admin Job Titles for a CRM Admin How Can You Learn the Skills Needed? Wrapping Up Check Your Knowledge

CRM Administrator: Managing User Access, Permissions, Databases, Dashboards, and Performance

Identify CRM Admin jobs duties, starting from creating users, managing user access and permissions, handling databases, creating reports and dashboards, and monitoring performance.

Learning Objectives:

After completing this lesson, you will be able to:

Outline the role of a CRM Administrator
Explain why and how a CRM Admin manages data access
Describe a CRM Admin’s role in customizing CRMs and automating business processes
Narrate the role of a CRM Admin in creating reports, dashboards, and workflows

Adapting CRMs to business requirements, a CRM Administrator ensures the business makes the most out of the technology at its disposal. Acting as a CRM authority, the CRM Admin implements the CRM system, sets up users, resolves user problems, and enables progress while keeping the bottom line in view.

The CRM Admin configures systems, maintains databases, and creates reports and dashboards. Another important responsibility is training users on CRMs and keeping track of their performance. In short, the CRM Administrator collaborates with users from different departments to understand their requirements, then customizes the platform accordingly.