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NIBSQCTO-accredited Skills Development Provider

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Business · Entry-level

Customer and CRM Administrator

Manage customers, leads, enquiries and CRM information.

  • Duration10 weeksat 8 to 10 hours a week
  • LevelEntry-levelBusiness
  • AccessStart freeFull pathway in NIBS Plus
  • Workplace Lab6 tasksReal work, assessed
Start free How NIBS Plus works
A group of learners gathered around a laptop, talking through a problem together.
6 Workplace Lab 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.

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 weeks, at your own pace. Start free; NIBS Plus opens the full pathway and the Workplace Lab.

  1. Foundation Digital Workplace Foundation: the systems, files and communication every office runs on.
  2. Skill Courses The skills this role needs, one short course at a time.
  3. Workplace Lab 6 practical tasks in the software the job uses.
  4. Portfolio The documents, spreadsheets and records you produced, kept as evidence.
  5. NIBS Credential Assessed against the NIBS standard and recorded on your Skills Passport.
  6. Professional Recognition What membership, CPD and designations mean in your field.
  7. 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

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. 1 Import and clean a customer list Brief, files, submission, feedback
  2. 2 Work a day of enquiries from email and phone Brief, files, submission, feedback
  3. 3 Build a sales pipeline and move three deals through it Brief, files, submission, feedback
  4. 4 Resolve a complaint and write up the escalation Brief, files, submission, feedback
  5. 5 Deduplicate and correct CRM records Brief, files, submission, feedback
  6. 6 Produce the weekly pipeline and service report Brief, files, submission, feedback
How the Workplace Lab works

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.

Explore professional recognition

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.

Explore qualifications

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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.

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