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May 10, 2024

CRM Technical Consultant


Technical Consultant

5-7 years


Full time (40+ Hours/week)

Work type



3 to 6 months

Project length

Skills & Expertise



Job Summary: As a CRM Technical Consultant, you'll be pivotal in tailoring CRM solutions to meet client needs. This role involves understanding client requirements, configuring CRM systems, customizing functionalities, integrating with other systems, and providing ongoing support.

Key Responsibilities:

  1. Client Engagement:

    • Collaborate with clients to understand business requirements.
    • Conduct workshops to gather and document client needs.
  2. Solution Design and Customization:

    • Design and customize CRM solutions to align with client needs.
    • Configure software modules and develop customizations as required.
  3. Implementation and Deployment:

    • Lead CRM implementation projects ensuring timely deployment.
    • Conduct data migration activities for a seamless transition.
  4. Integration and Data Management:

    • Integrate CRM with other systems.
    • Ensure data integrity and manage data quality within CRM.
  5. Training and Support:

    • Provide end-user training on CRM functionality.
    • Offer ongoing technical support and troubleshooting.
  6. Continuous Improvement:

    • Stay updated on CRM technology trends and best practices.
    • Recommend enhancements for system optimization.

Discover Your Ideal Dynamics Opportunity!

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