Business Consultant - Salesforce & ERP

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qode.world

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11 - 50 employees

🤖 Artificial Intelligence

👥 HR Tech

🎯 Recruitment

Description

• 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.

Requirements

• 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. • MBA from a reputed university with Science or Engineering undergraduate degree • Minimum of 6+ years of hands-on experience in configuring and setting up Marketing, Sales, Finance and other business processes. • Salesforce Consultant Certification 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.K. Shift (03:00 PM IST to 12:00 AM IST)