Salesforce Administrator

• Configure and improve lead and opportunity management processes, including stages, transition criteria, required fields, loss reasons, tasks, and reminders.
• Align direct customer inquiry and broker/agency workflows, implementing separate processes where necessary.
• Configure lead conversion into contacts and opportunities while preserving source, history, and ownership.
• Establish relationships between customers, brokers, opportunities, projects, and units.
• Automate follow-ups, inactivity monitoring, and manager escalations.
• Audit and integrate agreed communication channels and lead sources, including email, telephony, WhatsApp, websites, landing pages, advertising lead forms, and event registrations.
• Enable CRM-based communications where supported, including messaging, calls, ownership assignment, and communication history.
• Associate inquiries with existing customers, handle repeat inquiries, and prevent duplicate records.
• Preserve lead source information, UTM parameters, campaign data, project interest, and other agreed data.
• Configure templates, notifications, and automated confirmations while accounting for consent and unsubscribe preferences.
• Monitor integration errors and enable failed leads and messages to be reprocessed without duplicates.
• Assess compatibility, licensing requirements, and connector costs before implementation.
• Implement lead assignment rules based on project, language, source, team, manager availability, and workload, including round-robin distribution.
• Account for repeat inquiries, exceptions, employee leave, inactive users, and backup queues.
• Monitor time to first contact, configure notifications, and enable reassignment when response-time targets are missed.
• Maintain assignment history and ensure accurate reporting after reassignment.
• Provide ongoing Salesforce administration, development, system support, and user training for the real estate developer's CRM.

Explore Salesforce Administrator – Developer at Mira Developments. Review requirements and application details.