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CRM Software Proficiency

CRM Software Proficiency is the demonstrated ability to optimally use Customer Relationship Management (CRM) software to manage and analyze customer interactions and data, enhance business relationships, improve customer retention and drive sales growth, within the context of Account Management.

Level 1: Emerging

At an emerging level, you are familiar with the basic functions of CRM software. You can update customer profiles and understand the concepts of customer lifecycle management in relation to Account Management.

Level 2: Proficient

At a proficient level, you are able to effectively navigate and utilize CRM software to manage and maintain client relationships, ensuring accurate and timely communication and data management in Account Management.

Level 3: Advanced

At an advanced level, you are proficient in utilizing CRM software to effectively manage and track customer interactions, improve relationships, and drive strategic decision-making within the context of Account Management.

Where is this capability used?