3 of 3 Permanent CRM Jobs in Yeovil

Experience with EDRMS platforms (e.g. Hyland OnBase or similar)* Knowledge of records management standards (retention policies, audit, compliance)* Integration with enterprise systems (e.g. SAP, CRM, finance platforms)* Automation of document ingestion and classification (OCR, metadata tagging)* Reporting and audit capabilities within document management systems* Experience integrating with enterprise services (Active ...

Salesforce Systems Engineer within the Technology & Telecoms industry, you'll be responsible for managing and optimising CRM systems to support business operations. This role will involve ensuring that the CRM platform is running smoothly and effectively to meet the organisation's needs. Client Details A managed services business Description Maintain … optimise the company's CRM systems to ensure seamless operation. Collaborate with internal teams to gather requirements and customise the CRM to meet business needs. Manage CRM data integrity and ensure accurate reporting. Troubleshoot and resolve technical issues related to the CRM platform. Provide user training and support to enhance ...

HubSpot and other commercial applications. Explore practical AI-enabled solutions that improve productivity, data quality and commercial execution. Maintain and optimise the company's CRM systems to ensure they meet business needs. Collaborate with internal teams to analyse requirements and implement system enhancements. Manage system integrations with other tools … platforms for seamless data flow. Provide technical support for CRM-related issues, troubleshooting and resolving problems promptly. Develop and maintain documentation for processes, configurations, and support materials. Work closely with stakeholders to identify opportunities for system improvements. Ensure the CRM system complies with relevant data protection and security standards. Stay ...