CRM Functional Consultant

Details

• Engage with stakeholders to understand business requirements and translate them into CRM functionalities.

• Conduct gap analysis between business needs and CRM capabilities.

• Configure and customize CRM modules, workflows, entities, and dashboards.

• Create functional design documentation including use cases, process flows, and data mappings.

• Support UAT (User Acceptance Testing) and assist in defining test cases and validating outputs.

• Collaborate with technical teams for integration and system enhancements.

• Provide end-user training, support, and change management documentation.

• Troubleshoot issues, ensure data accuracy, and monitor CRM system performance.

• Recommend CRM best practices and strategies for business process improvements.

• Stay updated with CRM platform updates and new features.