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CRM Consultant Resume Samples
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0-5 years of experience
Responsible for consulting projects with Fortune 1000 companies
- Led the development an enterprise data warehouse of customers and prospects including the design of business rules for physical and logical data model for Allstate Insurance
- Designed, developed and managed the implementation of an Enterprise Campaign Management System which was completed on time and 8% under budget
- Deployed Business Objects for reporting in the Valex project
- Designed a complete technical architecture for a major insurance company, allowing the blending of call center and eCRM to interface with existing Legacy system
- Completed a technical assessment for a major insurance company for their eCRM strategy
0-5 years of experience
Worked directly with customer (B2B model) to understand the business problems and requirements of CRM strategy, which included presentations, demonstrations of the technology and meetings with the leaders of marketing and sales departments.
- Generated documentation of the customer requirements and project plan (functional specification, time management and coordination).
- Designed and developed CRM solutions with Dynamics CRM Microsoft and monitoring all the project stages.
- Led training and education sessions for the stakeholders of the customer enterprise (training material, guide and presentations).
0-5 years of experience
This project transforms automatic leads to prospect using online user profiles as new CRM leads and integrating the company website with MS CRM application. The application provides custom user interfaces to collect online user information and create new leads in MS CRM application and assign leads to the marketing representatives and create automatic schedules to follow up with the leads on the marketing Reps’ calendar. The purpose of the project is to facilitate the flow of information between all business functions inside the boundaries of the organization and manage the connections to outside customers.
- Lead the efforts to organize design and architecture sessions with the clients
- Gathered and documented business processes and requirements for the project
- Participated and contributed during all phases of the SDLC of project, ensured project deliverables of highest quality are delivered on time
- Consumed and exposed Dynamics CRM APIs for custom web front-end development and external service integration
- Developed plugins and custom workflow activities consuming MS Dynamics CRM web services and using CRM SDK APIs
- Designed and customized solutions as per requirements using custom forms, views, entities, relationships, JavaScript events
- Developed Custom Dashboards to communicate information efficiently and in real time
- Used CRM web service and developed a custom service using Windows Communication Foundation to provide extended functionalities to the common methods of CRM
- Developed Custom Reports using SQL Server Business Intelligence Development Studio
- Identified, documented and communicated CRM configuration and development best practices to the upper management
0-5 years of experience
Performed system administration for KANA projects and provided project management for KANA implementations, including installation, configuration, content development and training
- Managed migration from MS Exchange / Outlook to KANA for customer service department of a large e-commerce company
- Managed internal KANA implementation, as well as implementations for jewelry, service bureau, real estate auction, and travel auction sites
- Provided end user and administrative training and support for Kana implementations
- Developed Lotus Notes custom applications for largest homebuilder in U.S
- Modified, maintained and supported homebuilder custom applications
- Developed and authored an online employee manual to include electronic human resource forms
- Researched company needs and designed Access custom reports
0-5 years of experience
Worked with boutique NetSuite consulting firm in the Texas area to deliver solutions to small business owners.
- Helped grow the company from 3 employees to 12 full time and 3 contractors
- Improved profitability from negative 20k to $80k positive in 2 year time frame
- Developed two websites and collateral for company facing
- Maintained corporate partnerships with NetSuite and Salesforce.com
- Developed and utilized implementation methodology for CRM customers
0-5 years of experience
[company name] is a Microsoft gold partner and a preferred vendor focused on meeting needs of public sector, K12, Higher education, state, local and federal customers. Being 100% Microsoft centric, Planet Consultants engage in development and deployment practices for all existing and new technologies.
- Responsible for overseeing design, development, testing and deployment of Microsoft CRM projects.
- Responsible for responding to RFP’s and writing SOW working together with Microsoft Consulting team.
- Participated in various ADS and discovery meetings for gathering requirements for affective product development.
- Successfully implemented CRM solutions for Pennsylvania, West Virginia and Maryland state government.
- Integrated CRM with Great Plains, SharePoint and various 3rd party ISV solutions.
- Responsible for running Planet’s store on Microsoft Market Place.
- Conducted pre sales meetings and demos travelling to client sites. Conducted training for end users as well as system administrators.
- Worked on customer upgrades for CRM 4.0 to CRM 2011, SharePoint 2007 to SharePoint 2010.
- Successfully upgraded many clients from unsupported CRM implementation to completely supported CRM 2011 solution.
0-5 years of experience
Assisted Product Owner develop and maintain Product Backlog. Assisted the team in identifying and making commitments through User Story selection and task definition.
- Worked with the Business/Technical requirement resources to baseline project scope.
- Developed customer relationship management application to the health care provider.
- Involved in project deployment planning, implementation and client end user training.
0-5 years of experience
Build applications using the out of the box Microsoft Dynamics CRM 2011 functionality utilizing a no-code approach to meet client’s needs effectively and efficiently.
- Define business and functional requirements to maintain successful delivery of Microsoft CRM solutions against project deadlines.
- Review detail design documents to ensure that the design meets business requirements by thoroughly testing the solution.
- Lead the RFP response process for multi-million dollar CRM solutions and manage multiple subcontractors and vendors on the bids.
0-5 years of experience
Worked as a lead CRM Consultant in the implementation of Siebel 8.0 Siebel Field Service and eService applications, which is an E2E solution involving Quotes Management, Order Management to Account Management.
- Conduct elicitation workshops for defining application functional requirements, use cases, test cases, application usability requirements, GUI specifications and application process flows
- Perform gap analysis and translate business requirements into application functional requirements
- Ensure the analysis artifacts follows established standards, processes, application guidelines and technical architecture
- Review Technical Design Documents and Proof of Concepts
- Develop best practices and procedures to improve quality of deliverables and efficiency
- Support application implementation through requirements, design, reviews, quality assurance testing, deployment and support
- Identify issues and risks, understand and deal with it in a manner that mitigates risk to quality, timeline and scope
- Performed manual front-end testing to check all functionalities of different modules, developed use cases, workflow, screen mock-ups, and conversion requirements
0-5 years of experience
- Identified gaps between desired functionality and standard functionality of the CRM product catalog.
- Created proof of concept catalogs to demo standard catalog functionality.
- Implemented BADI to demonstrate custom search characteristics.
- Outlined ABAP and Java enhancement options for catalog determination functionality.
- Enabled list of characteristics to demonstrate product catalog filtering.
- Customized proof of concept catalog and IPC look and feel to match the CRM theme.
0-5 years of experience
Worked as Sr. SAP SD/CRM(Sales) consultant for the requirement gathering, process mapping, process design, functional design and configuration in the area of SAP E-Commerce (Internet Sales) for the SAP ECC 6.0 edition.
- Work involved the requirements gathering, process mapping, process design, functional design and configuration in the area of SAP/R3 SD and CRM module.
- Work involved the process mapping, process design, functional design and configuration of Webshops and Product Catalogs for the B2B functionalities and also in the Product Master.
- Work involved the design and development of the functional specs for the building and maintenance of the customer master, material master in SAP R/3 and product catalog, Installed Base Management, Middleware in SAP CRM.
6-10 years of experience
Act as the functional lead in numerous projects which involve leading clients through effective design workshops, facilitating decisions on business process improvements and suggesting industry best practices, and overseeing or executing configuration and subsequent testing, with a focus on knowledge transfer and client orientation. Create cutover and go-live strategies.
- Gain thorough knowledge in business and data analysis, product development, requirements definition, change management, defect management, project management (ASAP/Design Thinking), and cost estimate modeling.
- Designed the following processes: Loyalty Program for Retail, Call Center for different industries (retail, beverage, banking, electronics, healthcare), Eservice Processes, SAP Master Data for different industries.
- Completed 5 full cycle implementations and was engaged in 10 other projects in different capacities such as Pre-sales, Testing Lead, Ramp-Up Coach, and Functional Lead for Solution Design.
- Interact with different levels of SAP management including delivering presentations for; Client Partners, Project Managers, Product Specialists, Consulting Managers, Practice Managers, Directors, Vice Presidents.
- Regularly work abroad.
- Trained new hires CRM by teaching SAP courses. Provided formal and informal mentoring for new hires, including sharing project experiences, providing project documentation, teaching CRM functionality, offering professional advice and providing guidance on designing and implementing solutions.
- Assist in pre-sales of CRM implementations by translating business goals and requirements into SAP CRM solutions and effectively execute a resource plan and implementation estimate.
0-5 years of experience
- Implemented Siebel Energy 99.6 Vertical for a Fortune 500 Energy company.
- Conducted gap analysis to determine software and application requirements for both domestic and international clients.
- Configuration specialist with the main function of customizing the application to the customer’s needs.
- Implemented Siebel eSales and eChannel 2000 for a Fortune 500 company. Lead consultant responsible for setup of over 40 remote users.
- Worked as one of the main configurators and application/server administrator for the internal Siebel implementation.
0-5 years of experience
Analyzing front office processes (sales, marketing, and customer service) to identify opportunities for improvement
- Gathering and understanding client functional requirements
- Implemented and deployed Microsoft Dynamics CRM
- Performed Gap analysis between a client’s requirements and the functionality within Microsoft dynamics CRM
- Configured the application to meet a client’s requirements using Microsoft Dynamics CRM customization tool, workflow tool, or SDK
- Created work around to meet requirements without the development of custom code
- Trained client personnel on the usage and administration of MS Dynamics CRM (functional user training and technical training)
- Designed and integrated business processes and Data flows between CRM applications and other applications such as back office/ERP applications
- Developed data conversions and testing strategies
- Developed high level project work plans
0-5 years of experience
Analyzing front office processes (sales, marketing, and customer service) to identify opportunities for improvement
- Gathering and understanding client functional requirements
- Implemented and deployed Microsoft Dynamics CRM
- Performed Gap analysis between a client’s requirements and the functionality within Microsoft dynamics CRM
- Configured the application to meet a client’s requirements using Microsoft Dynamics CRM customization tool, workflow tool, or SDK
- Created work around to meet requirements without the development of custom code
- Trained client personnel on the usage and administration of MS Dynamics CRM (functional user training and technical training)
- Designed and integrated business processes and Data flows between CRM applications and other applications such as back office/ERP applications
- Developed data conversions and testing strategies
- Developed high level project work plans
0-5 years of experience
Guidance with custom entity data model and overall CRM system design and extensions.
- Complex plugin development and JavaScript form customizations.
- CRM customizations including dialogs, workflows, entities, views, ribbons, navigation
- Recommend ALM solution TFS online for the agile scrum process.
- Advise on the use of VS 2012, Dev Ops infrastructure, Dev VMs, merge orgs, libraries, tools, and 3rd Party add-ons including Able Bridge editable grid, ADX Studio productivity pack, lookup preview
- Internal “Comag Wizard” Web Application ASP.Net MVC 3 development.
0-5 years of experience
Provide senior level technical support, training, and consultant services to external clients around the nation, for Microsoft Dynamics CRM 2013, and 2011 versions.
- Conduct training webinars for IT staff, teaching basic and advanced technical administration of Dynamics CRM.
- Advise IT staff on Dynamics CRM customization capabilities, including the incorporation of third party managed solutions such as ClickDimensions.
- Conduct training webinars for non-technical end-users of Dynamics CRM, covering basic sales and customer service functions, as well as user personal preferences and settings.
0-5 years of experience
CRM consultant responsible for the design and development of custom built CRM applications for small businesses, and business intelligence tools (Business Objects)
- Evaluate and test Siebel Analytics applications (7.5) for several consulting firms
- Research, develop, estimate and project plans with design specifications for production system
- Develop gap analysis and pre-sales plans for potential customers
0-5 years of experience
Utilize HTML5/CSS/jQuery to create mailing templates.
- Design response and animated landing pages for email campaigns to better assist and simplify user experience.
- Customize and edit unique HTML templates using JavaScript/jQuery and UI’s such as Bootstrap/HTML KickStart depending on specialized firm requests.
- Manage CRM inbox and effectively execute requests from partners or other team members such as database updates, publication subscriptions, and list requests.
- Maintain the ongoing reliability of firmwide InterAction CRM software by resolving conflicts with duplicate contacts, adding attorney relationships, and promoting new contacts.
0-5 years of experience
Provided business analysis, architecture design and technical leadership to CRM software projects. Successfully delivered systems supporting international Customer Relationship Management projects working in collaboration with Microsoft.
- Content developer for web-based learning solution for Microsoft CRM
- Developed [company name] methodology (iCRM Methodology) for implementing Microsoft CRM in partnership with Microsoft
- Functioned as the Business Analyst, Designer, Developer, Trainer, and Post-Production Support Manager throughout full project cycle
0-5 years of experience
Provide business analysis and solution design to enhance existing Sales Cloud Account, Opportunity and Product features incorporating business process and organizational changes including integration of DB2 ERP databases for products and creation of a mobile Digital Sales Assistant.
- Lead workshops to identify Sales and Account Management needs
- Build Salesforce.com custom objects and page layouts supporting online/mobile access
- Develop data integration framework for Salesforce with master data via Data Stage
0-5 years of experience
Territory Hierarchy configuration for SAP CRM 5.0
- Marketing and Sales – BP Segmentation for Sales teams
- Create organization and territory hierarchy for Sales division
- Create “as is” documentation for project area.
- Territory Management / Territory Determination SAP CRM 5.0
- Create levels and assign hierarchies
0-5 years of experience
Drafted needs analysis with management, users and IT to identify business processes and needs.
- Developed products to fit the business unit by converting the needs analysis into a functional product.
- Works with Sales to develop SOW
- Contact point for clients
0-5 years of experience
Worked with Dynamics CRM development team as developer for Oil and Energy Company (Client).
- Developing project objectives by reviewing project proposals and plans; conferring with management.
- Determining project specifications by studying product design, customer requirements, and performance
- Providing support to development teams.
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
