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CRM Functional Consultant

Jul 8, 2025

CRM (CE)

Functional Consultant

Full time (40+ Hours/week)

Work type

7-9 years

Experience

Remote

Location


1 to 3 months

Project length

Skills & Expertise

Skills

Budget

$10 to $20 /hr

Details

  • Gather, analyze, and document business requirements from stakeholders.

  • Configure and customize CRM systems (Dynamics 365 or other platforms).

  • Participate in CRM implementation and upgrade projects.

  • Design CRM workflows, dashboards, and reports to support business processes.

  • Conduct training sessions for end-users and provide post-implementation support.

  • Collaborate with technical teams on system integrations, data migrations, and enhancements.

  • Prepare functional documentation, test cases, and user manuals.

CRM Functional Consultant

Jul 8, 2025

CRM (CE)

Functional Consultant

Full time (40+ Hours/week)

Work type

7-9 years

Experience

Remote

Location


1 to 3 months

Project length

Skills & Expertise

Budget

$10 to $20 /hr

Details

  • Gather, analyze, and document business requirements from stakeholders.

  • Configure and customize CRM systems (Dynamics 365 or other platforms).

  • Participate in CRM implementation and upgrade projects.

  • Design CRM workflows, dashboards, and reports to support business processes.

  • Conduct training sessions for end-users and provide post-implementation support.

  • Collaborate with technical teams on system integrations, data migrations, and enhancements.

  • Prepare functional documentation, test cases, and user manuals.

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