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February 15, 2024

CRM Functional Consultant


Functional Consultant

5-7 years


Full time (40+ Hours/week)

Work type



3 to 6 months

Project length

Skills & Expertise




  1. Collaborate with clients to understand their business processes and requirements for customer relationship management (CRM).
  2. Lead the design and configuration of CRM solutions, customizing software to meet the specific needs of each client.
  3. Conduct workshops and training sessions to educate client teams on CRM best practices and system usage.
  4. Analyze data and workflows to optimize CRM processes, improving efficiency and effectiveness.
  5. Implement and integrate CRM solutions with other business systems, ensuring seamless data flow and alignment with organizational objectives.
  6. Provide ongoing support and maintenance for CRM systems, troubleshooting issues and implementing enhancements as needed.
  7. Stay informed about the latest CRM technologies and industry trends, advising clients on opportunities for innovation and improvement.

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