About the Role :
We are seeking a skilled Business Consultant with extensive experience in configuring and managing Customer Relationship Management (CRM) systems, particularly Salesforce and ERPs.
The ideal candidate will have a consultative approach to understanding client needs, managing CRM implementations, and providing insights to optimize business operations.
A Salesforce Consultant Certification is a prerequisite for this role.
Roles & Responsibilities :
- Engage with internal and external customers to understand their business needs, challenges, and objectives.
- Provide expert advice on Sales, Marketing, and ERP setup and best practices.
- Conduct gap analysis to identify opportunities for process improvements.
- Lead the implementation and configuration of Salesforce CRM solutions tailored to client specifications.
- Design custom fields, objects, workflows, and validation rules based on client requirements.
- Ensure user training and adoption strategies are implemented for successful transitions.
- Oversee the integration of Salesforce with other business systems (e.g., ERP, marketing automation).
- Collaborate with technical teams to ensure data integrity and seamless integrations.
- Troubleshoot and resolve issues related to system integrations and functionality.
- Manage project timelines, resources, and deliverables to ensure successful project execution.
- Conduct regular meetings and status updates with clients to track progress and address concerns.
- Prepare comprehensive documentation of CRM configurations, processes, and user guides.
- Analyze and report on CRM performance metrics to recommend adjustments and enhancements.
- Provide ongoing support and training for clients to maximize the potential of Salesforce.
- Stay updated with Salesforce releases and enhancements to leverage new features.
- Work closely with sales, marketing, and customer service teams to align CRM strategies with business objectives.
- Participate in cross-functional teams to drive continuous improvement initiatives.
Skills and Qualifications :
MBA from a reputed university with a Science or Engineering undergraduate degree.Minimum of 8+ years of hands-on experience in configuring and setting up Marketing, Sales, Finance, and other business processes.Salesforce Consultant Certification is a plus.Proven track record of successfully managing CRM implementations.Strong understanding of business processes and sales funnel management.Proficiency in analytics tools and features, including reports and dashboards.Excellent analytical, problem-solving, and organizational skills.Strong communication and interpersonal skills for effective client engagement.Experience with additional CRM or business management tools.Familiarity with Agile project methodologies.Job Shift : U.
Shift (03 : 00 PM IST to 12 : 00 AM IST).
ref : iimjobs.com)