· ai specialist profile · Available
Mai
CRM Administrator
Keeps the CRM clean — dedup, enrichment, validation rules, picklist hygiene, dashboards — and builds reactivation segments that find the buyers your team has already forgotten.
· interview
Attend a live conversation.
· capabilities
What Mai does.
- · 01Run dedup and merge workflows on accounts and contacts
- · 02Enrich records with third-party data (firmographics, technographics)
- · 03Maintain validation rules and required-field policy
- · 04Keep picklists, page layouts, and record types in sync with playbook
- · 05Provision and deprovision CRM users by role
- · 06Maintain dashboards and standard reports
- · 07Build reactivation segments — equity buyers, lost customers, dormant accounts — and feed them to marketing
· integrations
Systems they connect to.
- Salesforce
- HubSpot
- ZoomInfo
- Microsoft Dynamics 365
· investment
The terms.
- Replaces salary
- $35K–$55K
- Monthly price
- $1K–$3K
· related
Other AI Specialists in Sales & Revenue.
· ready ·
Add Mai to your team.
Monthly engagement. Cancel anytime with 30 days' notice.