Crm Technical Consultant

2 days ago

Bengaluru Chennai Hyderabad, India ti Steps Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Job Summary:

We are seeking an experienced CRM Consultant to design, implement, and optimize Customer Relationship Management (CRM) systems that enhance customer engagement and streamline business processes. The ideal candidate will collaborate with stakeholders to gather requirements, configure CRM solutions, and ensure seamless integration with other enterprise systems. This role requires both technical expertise and strong business acumen to align technology solutions with strategic goals.

Key Responsibilities:

  • Analyze business requirements and translate them into CRM system solutions.
  • Design, configure, and customize CRM applications (e.g., Salesforce, Microsoft Dynamics 365, HubSpot, Zoho CRM, or SAP CRM).
  • Collaborate with business and IT stakeholders to develop CRM workflows, automation, and integrations.
  • Conduct gap analysis, recommend system enhancements, and support CRM roadmap development.
  • Manage CRM implementation projects end-to-end from discovery and design through testing and deployment.
  • Create reports, dashboards, and KPIs for sales, marketing, and customer service performance tracking.
  • Ensure CRM data accuracy, integrity, and compliance with company and regulatory standards (e.g., GDPR).
  • Train end-users and provide post-implementation support and documentation.
  • Collaborate with cross-functional teams including marketing, sales, customer support, and IT.
  • Stay up to date with CRM platform updates, new features, and best practices.

Required Qualifications:

  • Bachelors degree in Information Technology, Computer Science, Business Administration, or related field.
  • 37 years of experience implementing or managing CRM systems.

  • Hands-on experience with at least one leading CRM platform:

  • Salesforce CRM (Sales Cloud / Service Cloud / Marketing Cloud)

  • Microsoft Dynamics 365 CRM
  • HubSpot CRM
  • Zoho CRM

  • SAP CRM

  • Strong understanding of sales, marketing, and customer service processes.

  • Experience in workflow automation, data migration, and system integration using APIs or middleware.
  • Proficiency in CRM reporting and analytics tools.
  • Excellent problem-solving, communication, and stakeholder management skills.

Preferred Qualifications (Nice to Have):

  • CRM platform certifications (e.g., Salesforce Certified Consultant, Dynamics 365 Functional Consultant Associate, HubSpot Solutions Partner).
  • Knowledge of SQL, Power BI, Tableau, or other data visualization tools.
  • Experience with CRM plug-ins, custom scripting, or low-code tools (Power Apps, Flow, etc.).
  • Exposure to marketing automation, customer experience (CX), or loyalty systems.
  • Experience with Agile / Scrum delivery.

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