Job Description

About the role

We are seeking a skilled Business Consultant with extensive experience in configuring and managing Customer Relationship Management (CRM) systems, particularly Salesforce, 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.