CRM Product

Required Qualifications:

CRM Marketing Module PO

Minimum 5 years of experience in Microsoft Dynamics CRM Marketing/Customer Insights (must to have), Sales (good to have) and Customer Service (good to have)

Strong understanding of Outbound and Real-time Marketing methods

Experience in Marketing Execution process - Customer Segments, Customer Journeys, Marketing Emails, Subscription Lists

Experience with Event Management process Event Creation, Event Registration, Events Worklist

Experience with Internet Marketing Creating Marketing Pages, Marketing Forms, Marketing websites

Experience with Lead Generation and Scoring models

Good to have integration experience with third party marketing solution provides and LinkedIn Lead Generation process

Strong experience and good understanding of creating Marketing Templates

Good to have experience in transitioning from Outbound to Real time marketing

Experience in Communication and Training

Experience in Data Analytics to generate Dashboards and Reporting

Experience in creating Power BI reports.

Experience with Microsoft 365 Copilot Deliverables and Tasks:

1. Collaborating with stakeholders to establish a product vision that aligns with business objectives.

2. Securing stakeholder buy-in for major decisions and strategies, and providing clear instructions and deliverables to developers.

3. Designing the product roadmap to outline the vision, priorities, and direction for the product offering over time.

4. Partnering with business stakeholders to facilitate workshops, lead discovery sessions, and understand business requirements, offering recommendations for meeting these requirements with the proposed product.

5. Assisting clients in envisioning potential business solutions using Dynamics CRM.

6. Prepare functional requirements document, test case document for new projects.

7. Accountable for functional testing and documentation of results for all new projects change requests BAU items.

8. Create Product Backlog items by and collaborating closely with the development team to transform business requirements into user stories in Azure Devops.

9. Liase with the development team to ensure the product roadmap is delivered on time.

10. Conduct monthly catch-up calls with the Functional Manager to assess the status of module processes and ensure thorough review before implementation.

1. Prepare training guides to educate the users with the functionality of the application Digital Team App Management in CRM.
2. Create and maintain the Digital App in CRM.
3. Creating and sending campaigns, newsletters for Digital Team.
4. Create Dashboards and reports in CRM for Digital Team.
5. Work closely with the Head of Change management in order to define the action plan required for a successful rollout : communication, training, monitoring, data migration.
6. Contribute towards the stability of the application by inspecting and evaluating product progress and gathering feedback at each iteration and adapts the product backlog based on that feedback.
7. Conducting user training sessions to enhance user confidence in using the system and promoting user adoption by ensuring adherence to best practices.