Vacancy: Microsoft 365 CRM Administrator

JOB INFORMATION

POSITION IN THE ORGANISATION

OVERALL PURPOSE OF JOB

This role will work directly with the Commercial, Finance and Business Development Directors, and with the wider Sales, Marketing, IT teams at Anpario to introduce Microsoft 365 Sales Enterprise across its global sales channels.

The role will initially involve supporting the successful execution and delivery of CRM project for Anpario plc, collaborating with stakeholders throughout the business to deliver the comprehensive set of requirements, aligned to business objectives which have been scoped.

Working closely with the Microsoft partner in the role to successfully deliver the project, this will include configuration, data migration, UAT and training delivery to Anpario team.  Responsible for the production and maintenance of high-quality documentation that supports the needs of the project such as development, testing, and support; and managing, preparing, conducting and supporting user acceptance testing and ensuring end user readiness ahead of go-live.

On-going management of the CRM system including maintenance, development, primary contact for support/trouble shooting, data analysis, and user training will be fundamental to the implementation of CRM to Anpario.

Beyond “Go Live” the role will support Sales, Finance and Marketing teams to develop and maintain our core target market data, deliver day-to-day CRM database support, generate reports, and to analyse data.  Working with users and providing support, troubleshooting; and where applicable to deliver simple, supportable, and upgradable solutions are developed and deployed.

GENERAL DESCRIPTION – TASK RELATED

• Maintain and develop the integrity of Anpario’s CRM system
• Ongoing regular data maintenance
• Analyse data issues and troubleshoot problems
• Ensure all data is kept secure and legally compliant
• Manage set up and deactivation of users

Data selection, campaigns and reporting

• Monitor data quality, duplicate checking, data migrations and data integration
• Prepare and import data from a wide variety of sources including the companies ERP system via Power Automate, and other such as Excel and Outlook
• Fulfil internal requests for data queries, mailing selections and analysis
• Generate and maintain existing reports from the CRM system
• Create new reports to support marketing and BD activity

Support & training

• Develop training materials and deliver training to Anpario new users, either one-to-one or in small group sessions

Development

• Support the sales, marketing and BD team with ongoing projects to integrate other tools into the CRM system
• Developing best practice for CRM use across the business and identify areas for improvement
• Work with sales, marketing, BD and finance teams to support ongoing development of the database functionality, usability and reporting
• Participate in additional ad hoc projects relating to systems integration and execution of marketing campaign.

Roles and Relationships

Develop a close working relationship with the Microsoft CRM partner project team during the project.

Work closely with Commercial, Marketing, IT and Finance lead in the delivery of all aspects of the role.

Support sales team use and development of the CRM system. Maintain professional internal and external relationships that meet company core values.

QUALIFICATIONS:

SKILLS & EXPERIENCE:

• Working knowledge of Microsoft Dynamics 365 Sales Enterprise and Marketing
• Experience of evaluation/implementation of business processes against standard Dynamics365 CRM functionality and implementing minor changes to CRM front end by customising and configuration desired.
• Have strong Excel skills.
• Previous experience in a data led role