Job Summary
We are looking for a skilled CRM Consultant to implement, configure, customize, and support CRM solutions that improve business processes and customer engagement. The ideal candidate should have experience in CRM implementation, workflow automation, user training, reporting, and stakeholder management. Experience with CRM platforms such as Bitrix24, Salesforce, Zoho CRM, Microsoft Dynamics 365, HubSpot, or similar is preferred.
Key Responsibilities
- Gather and analyze business requirements and translate them into CRM solutions.
- Configure and customize CRM modules, pipelines, workflows, forms, dashboards, and reports.
- Design and implement CRM automation using workflows, business rules, and approval processes.
- Manage leads, contacts, accounts, opportunities, and customer data.
- Integrate CRM with third-party applications, email platforms, and business systems.
- Perform data migration, cleansing, validation, and maintenance.
- Create custom reports and dashboards for business insights.
- Troubleshoot CRM issues and provide technical support to end users.
- Conduct user training and prepare documentation and SOPs.
- Collaborate with business, sales, marketing, HR, and IT teams to improve CRM adoption.
- Ensure CRM security, user access, roles, and permissions are properly managed.
- Monitor CRM performance and recommend process improvements.
Required Skills
- Experience with one or more CRM platforms (Bitrix24, Salesforce, Zoho CRM, Microsoft Dynamics 365, HubSpot, etc.).
- Strong understanding of CRM implementation and business processes.
- Knowledge of workflow automation and business process design.
- Experience with reporting and dashboard creation.
- Basic knowledge of SQL and databases.
- Familiarity with REST APIs, webhooks, and system integrations.
- Strong analytical, problem-solving, and communication skills.
- Ability to work with cross-functional teams and stakeholders.
Preferred Skills
- Experience in CRM migration and implementation projects.
- Knowledge of Power BI or other reporting tools.
- Basic understanding of HTML, CSS, JavaScript, or scripting.
- Experience with cloud-based CRM platforms.
- CRM certifications are an added advantage.
Pay: ₹20,000.00 - ₹30,000.00 per month
Work Location: In person
