Customer and CRM Administrator
Manage customers, leads, enquiries and CRM information.
- Duration10 to 12 weeksat 8 to 10 hours a week
- LevelEntry-levelBusiness
- AccessStart freeFull pathway in NIBS Plus
- Workplace Lab6 tasksReal work, assessed
What you'll do every day
- Capture and qualify enquiries without losing them
- Keep contacts, companies and deals accurate in the CRM
- Handle complaints and escalate the ones that need a decision
- Follow up leads through the pipeline
- Keep customer data clean and lawfully processed
- Report on pipeline and service performance
Skills you'll build
5 skills, each with its own courses and the other careers that use it.
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CRM
2 courses open now
Used in 2 career paths
-
Customer service
8 courses open now
Used in 3 career paths
-
Business communication
Used in 8 career paths
-
Data
Used in 3 career paths
-
Compliance and POPIA
Used in 6 career paths
Tools you'll use
- CRM software
- Ticketing systems
- Microsoft 365
- Microsoft Excel
Named as the tools the job uses. NIBS claims no relationship with any vendor.
Your pathway, step by step
10 to 12 weeks, at your own pace. Start free; NIBS Plus opens the full pathway and the Workplace Lab.
- Foundation Digital Workplace Foundation: the systems, files and communication every office runs on.
- Skill Courses The skills this role needs, one short course at a time.
- Workplace Lab 6 practical tasks in the software the job uses.
- Portfolio The documents, spreadsheets and records you produced, kept as evidence.
- NIBS Credential Assessed against the NIBS standard and recorded on your Skills Passport.
- Professional Recognition What membership, CPD and designations mean in your field.
- Formal Progression The Office Administrator occupational qualification, where it is offered.
The Role Pathway that teaches this career
Skill Courses that also cover this role
- Customer Operations Customer Service Essentials Customers remember how an organisation made them feel: whether they were listened to, whether they had to chase, whether someone owned their problem. Two businesses with the same prices and products can win or lose customers on that alone. Included in NIBS Plus View course
- Customer Operations CRM Fundamentals A CRM is only as good as the records in it. When the records are right, anyone in the team can see who the customer is, what they bought, what they asked last week and what was promised. Included in NIBS Plus View course
Workplace Lab: the 6 tasks
Your simulated employer sends the brief and the files. You do the work in the real software; a facilitator assesses it against the NIBS standard.
- 1 Import and clean a customer list
- 2 Work a day of enquiries from email and phone
- 3 Build a sales pipeline and move three deals through it
- 4 Resolve a complaint and write up the escalation
- 5 Deduplicate and correct CRM records
- 6 Produce the weekly pipeline and service report
Where it leads
Job titles employers use for this work.
- Customer Service Administrator
- CRM Administrator
- Sales Support Administrator
- Client Liaison Assistant
Vacancies, learnerships and internships are posted in NIBS Campus as they come. NIBS does not guarantee placement.
Professional recognition
Learning can lead to a profession. Here is what that means for this career.
Professional body to be confirmed
NIBS names a body here only once it is the relevant one for this role. Membership of a professional body gives you a community, a standard of practice, continuing professional development and, in time, a designation.
CPD: recognition subject to approval. NIBS claims none until a body approves an activity.
Formal progression
Where a formal qualification is offered, this career leads toward it. A separate programme with its own registration, assessment and fees, never included in NIBS Plus.
Become a Customer and CRM Administrator.
Join NIBS Campus free and take the first course today. Add NIBS Plus when you want the full pathway and the Workplace Lab.