The adequate usage of the CRM

The CRM is an important tool when it comes to organization inside a company or a new business nevertheless, it is important to maintain a good organization inside the organizational tool, therefore, we will like to give you brief steps to follow for better control over the CRM system and the managers who will be using them.

  1. It is highly recommended to hire a CRM director, this person should be in charge of the CRM in general and manage the request from the CEO of the company, this means there should be specific action required or expected for the company, as every business has their own set of goals the CRM director will be an important part in this journey. 
  2. Go through all the CRM and check everything inside, doing this we expect you to be able to understand your tool, you can not work successfully if you are not aware of the capacity that your tools have, that’s why we recommend checking everything and always ask if something is not clear, in Pentview our support is always there to give you a hand in things you might not understand at first. 
  3. Review everything before you start working, check on the access your team has, and be always informed of the new updates inside the CRM system, Pentview support is constantly given updates regarding the improvement and new tools inside the CRM.
  4. Do it yourself, in Pentview we can help to understand how to do something or how to use a tool inside the CRM, furthermore, you should keep in mind that you should run your company the way you prefer and manage it how you desire, sometimes when working with a new system or when you are a beginner things might not seem easy, don’t be afraid to ask! We are here to help you understand it.
  5. Ask for improvement if it is required! While running a business there are specific tools that might help your job be easier, if you have ideas or requests on how we can improve or make your experience with us better do not hesitate to let us know we are always open to new ideas, let’s keep in mind that not all companies are managed in the same way some require more and some require less, we are able to adapt our service to all types. 

How to apply?

In order to apply you need to send an email to hr@pentview.comincluding the following information and questions:

  • LinkedIn link profile
  • Attach Resume/CV
  • Full name
  • Email
  • Phone
  • Current company

Please answer the following questions

  • Where do you currently live? (Country, city)
  • What is your Nationality?
  • Do you have working permission in the country you currently live?
  • What is your motivation to apply for this position?
  • What is your previous experience related to this position?
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