CRM Specialist

Luzern, Switzerland

Location: Luzern, Switzerland
Type: Full-Time
Experience Level: Entry-Level

 

About the Role: We are seeking an enthusiastic CRM Specialist to help manage and optimize our customer relationship management system. You will assist in maintaining accurate customer data, generating reports, and supporting CRM initiatives. This is an excellent opportunity for someone looking to start their career in CRM and customer management.

 

Responsibilities:

  • Assist with the maintenance and updates of CRM records.
  • Generate reports and insights from CRM data.
  • Support the sales and marketing teams with CRM-related tasks.
  • Provide basic training and support to users on the CRM system.

 

Requirements:

  • Familiarity with CRM software (experience with specific platforms is a plus).
  • Strong attention to detail and organizational skills.
  • Ability to learn quickly and adapt to new tools.
  • Excellent communication skills.
Apply Now
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  • Features
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    Share Project and Task Files
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    Features
    Project Management Portfolio Management Task Management Gantt Chart Kanban Board Scheduler Resource Management Time Tracking Expense Tracking Content Management Collaboration Reporting
    Project Management
    Manage projects from A to Z.
    Project Activity History
    Stay up to date with project activity with a list of all actions taken, by whom and when.
    Project Budgets
    Plan project budgets and break them down into customised cost types to accommodate your enterprise budgetary requirements.
    Project Expenses
    Track project-specific expenses by categorising and assigning them to projects.
    Tasks & Deliverables
    Create and track your tasks and deliverables with simplicity, flexibility and efficiency.
    Project Resource Roles
    Control project data privacy by managing global access rights per resource and assigning them different roles on a project basis.
    Project Status
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    View your portfolio projects as a list or a timeline for real time snapshot reports on your project objectives.
    Task Management
    Manage tasks, collaborate, and meet deadlines.
    Task & Deliverable Creation
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    Tracking Tasks & Deliverables
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    Create and plan tasks directly from your Kanban board with easy access to task cards.
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    Track Deliverables & Deadlines
    Keep sight of your deadlines and deliverables with upcoming due dates and overdue reminders.
    Resource Management
    Monitor workload and progress.
    Resource Workload
    Monitor your resource workload via your project Gantt chart.
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    Add resources and define general attributes like their roles, access rights and skills among others.
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    Record Time in a Task
    Record time worked directly from a task card.
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    Add time to any task with a simple click from your task list.
    Record Time From the Scheduler
    Record time worked directly from your Scheduler.
    Record Time in a Timesheet
    Record time straight into your timesheet for the task and date desired.
    Review Timesheets
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    Timesheet Review Activity
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    Expense Tracking
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    Categorise Expenses by Type
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    Share Project and Task Files
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    Organise Project Files
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    Comment on Tasks and Projects
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    Review Task and Project Communication
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    Collaborate in 7 Languages
    Work seamlessly as a global team with all team members collaborating from their preferred workspace language.
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    Snapshots of task and project status.
    Export Project and Task Lists
    Export your desired task list or projects to Excel or a standard CSV format.
    Customise Task and Project Views
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    Task Progress
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    Key Performance Indicators
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    Monitor real time budget statuses as Cerri Project automatically tracks all planned and actual costs across your project portfolio.
    Portfolio Dashboard
    Quickly identify trouble areas thanks to Cerri Project’s project portfolio dashboard that allows you to monitor critical portfolio elements including issues, schedules, deliverables, risks and metrics.
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    Enhanced Project Charter
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    Gantt Chart
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    Microsoft Project Integration
    Export and import plans from or to Microsoft Project.
    Multi-Project Gantt Chart
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    Stay on top of your own work progress with personal dashboards.
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    Time Off and Absence Management
    Track availability, time off and absences centrally thanks to Cerri Project’s unavailability management capabilities.
    Weekly Resource Schedule Analysis
    Manage any kind of project by resource, client, project or activity.
    Weekly Workload Scheduler
    Schedule when resources are expected to work on their tasks by taking into account their availability.
    Time & Expense Tracking
    Monitor timesheets and billables.
    Link Your Costs and Projects
    Obtain a complete and up to date overview of resource usage and costs per project.
    Project Expenses
    Input project expenses directly into corresponding projects for better and more accurate monitoring of all project expenses.
    Timesheet Entries
    Easily log in time, add comments to your timesheets, and configure the timesheet approval process as automatic or requiring approval.
    Gantt Chart Planning
    Simplify projects with visual planning.
    Cost & Budget Management
    Get insight on budget performance.
    Budget Tracking
    Calculate and adapt your budget management, regardless of whether your budget is based on annual costs, quarterly costs or on one or multiple cost centres.
    Cash Flow
    Know your required cash flow for each project period (months or weeks).
    Project Cost and Budget Management
    Keep a clear and accurate picture of budget status as well as an overview of any discrepancies.
    Project Cost and Rate Management
    Get an accurate overview of your costs.
    Demand Management
    Manage project requests.
    Project Request
    Easily collect project requests for review and evaluation with the aid of configurable forms and workflows.
    Project Request Prioritisation
    Know which project initiatives will be the most beneficial to your organisation whether you follow a stage and gate process or not.
    Review Project Requests
    Decide which project requests should become projects by reviewing initiatives and defining rankings and priorities.
    Stage and Gate Review Support
    Reduce time to market for new products.
    Approval Workflow Leverage and Configuration
    Benefit from pre-built stage review project workflows that can be configured to meet your organisation’s approval and gated process.
    New Product Development Pipeline Tracking
    Get an accurate view of your NPD project pipeline thanks to configurable evaluation criteria.
    Transformation of Standard Milestones into Gates
    Easily configure standard project milestones to support your gated process and project phase review methodology.
    Document Management
    Easily access and share files.
    Centralised Document Management
    Integrate all your project documents into the reference system, whatever their format.
    Document Classification
    Classify all your document types and link related documents.
    Document Review and Approval
    Easily collaborate with team members on project documents and empower users to define any document review and approval process.
    Dynamic Project Documentation
    Attach files and comments to any piece of information and create a discussion thread.
    Team Collaboration
    Keep teams in sync and up to date.
    Automatic Email Notification
    Receive notifications for any new task assignments or for any modifications made to your existing assignments.
    Automatic Notifications
    Improve communication by creating notification distribution lists for every available document type.
    Cerri Project Live! Collaboration Platform
    Benefit from an integrated collaboration platform that leverages the best in team collaboration and social media.
    External Collaboration
    Assimilate users outside of your organisation for effective collaboration, performance and response.
    Process and Workflow Support
    Define workflows internally in order to automate and support your business processes.
    Risk & Change Management
    Minimize risk and adapt to change.
    Change Management
    Estimate the impact that implementing or not implementing changes will have on a project.
    Help Desk
    Improve customer experience and the performance of your support staff with an inter-project help desk system.
    Project Issue Tracking
    Allow stakeholders to submit issue reports and keep track of pending issues within a project.
    Risk Management
    Increase your chances of project success by having project team members contribute to the risk register for a project.
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    Get the analysis you want.
    Configurable Views
    Rearrange views so that data is displayed the way you want.
    Exporting to Microsoft Excel
    Export any Cerri Project view to Microsoft Excel.
    Predefined Views
    Access predefined project dashboards and views and create and store your own customised project charts.
    Project Analytics
    Drill down into your data for better tracking of your projects and portfolios.
    Project Dashboards and Charts
    Access 100% configurable project dashboards containing only the views or graphics you want.
    Workflow Management
    Automate processes to ease your work.
    Business Rules
    Create business rules for your workflow engine.
    Configurable Navigation
    Adapt Cerri Project’s navigation for different user groups.
    Define your Own Workflow
    Define workflows necessary to comply with your business processes and organisational requirements.
    Help Desk
    Improve customer experience and the performance of your support staff with an inter-project help desk system.
    Keywords and Labels
    Customise keywords, labels and drop down menus according to your business language.
    Phase Review Support
    Access standard business process workflows that can adapt to any approval and gated process.
    Workflow in Cerri Project Live
    Manage your workflows and engage users with defined project workflows that adhere to your organisation's project approval process.
  • Solutions
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    Strategically align your IT with corporate objectives in order to ensure the momentum, customer confidence, and competitive edge of your organization.
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    Manage new product development projects with global views of the product pipeline and impact on the bottom line, competing projects and those responsible for a successful delivery.
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    Differentiate your company from the competition and surpass customer expectations in order to ensure profitability with professional services project management.
    Industry Solutions
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    Compliant, high-stakes project execution.
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    Global manufacturing project execution.
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    Regulated R&D and product delivery.
    Professional Services
    Profitable, transparent project delivery.
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    Transparent, regulated program management.
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    Access high-level project portfolio management views for visibility into portfolios across your entire organization.
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    Deliver your projects on budget and on time.
    Stakeholders
    Enable both internal and external stakeholders to share ideas, collaborate with project teams, submit requests, and track progress.
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    Enable team members to improve collaboration, communication, and visibility across all of their projects.
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