CRM On Demand - Administration (MOSC)
Questions about tools that are designed to give administrators the ability to configure, customize, and maintain the CRM application to meet the specific needs of their organization. Common tasks and features found in the CRM On Demand Administration section may include:
User Management: Add, remove, or modify user accounts, assign roles and permissions, and manage user access to different parts of the CRM system.
Data Management: This includes tools for importing, exporting, and organizing data within the CRM database.
Customization: CRM systems often allow for customization to tailor the software to the unique processes and workflows of an organization.
Security: Administrators can set up security settings and access controls
Automation: CRM systems often include workflow automation features that allow administrators to create and manage automated processes for tasks such as lead assignment, email notifications, and follow-up reminders.