Johannesburg: CRM Consultant

The CRM Agent is responsible for managing and optimizing CRM-related reporting processes. This role involves tracking sales, monitoring lead performance, and generating statistical analyses to support data-driven decision-making. The ideal candidate will collaborate with cross-functional teams to enhance CRM usage and build actionable reports and dashboards to identify trends and opportunities. · Relevant Qualification the in the role, Information Systems, Data Analytics, or a related field. · 2-5 years in a CRM reporting, data analysis, or related role. · Strong analytical and problem-solving skills. Excellent communication and collaboration abilities. · Detail-oriented with a commitment to data accuracy and quality. · Proficiency in CRM platforms (e.g., Salesforce, HubSpot, Microsoft Dynamics). · Advanced knowledge of Excel, and data visualization tools (e.g., Tableau, Power BI). · Familiarity with automation tools and workflows. 1.Sales Tracking: · Monitor and maintain accurate records of sales performance.· Analyze sales data to identify key metrics, trends, and areas for improvement. 2.Leads Management: · Track lead availability and monitor their status in the CRM system. · Ensure leads are appropriately distributed, updated, and followed up on by the sales team. 3.CRM Statistics & Analysis: · Conduct detailed statistical analyses of CRM data to identify trends, customer behaviors, and market opportunities. · Provide insights and actionable recommendations to optimize CRM effectiveness. 4.Collaboration: · Work closely with sales, marketing, and other departments to align CRM strategies with organizational goals. · Provide training and support to teams on effective CRM usage and data management. 5.Reporting & Dashboard Creation: · Design, build, and maintain custom reports and dashboards to visualize key CRM metrics. · Automate reporting processes for efficiency and ensure data accuracy and consistency. 6.Optimization: · Continuously review and refine CRM workflows to enhance operational efficiency. · Stay updated on CRM best practices and emerging technologies to recommend system improvements.