CRM Data Strategist
7 days ago
Job Description
The purpose of this role is to lay the groundwork for selecting and implementing a CRM system that aligns with the agency's objectives. This involves gathering, analysing, and preparing contact data, as well as leveraging experience with CRM systems to recommend best practices for data grouping, categorization, and segmentation.
- Gather and analyse the agency's contact data, identifying key attributes such as organisation type, function, and communication preferences.
- Assess the quality and completeness of existing data, identifying gaps and inconsistencies.
- Collaborate with stakeholders to understand organisational needs, including how contacts should be grouped and categorized.
- Facilitate discussions to identify desired CRM features and functionality.
- Utilise experience with CRM systems to recommend best practices for data grouping, categorization, and segmentation.
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