Crm Consultant Resume Samples

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CRM Consultants help businesses implement CRM projects. Common work activities listed on a CRM Consultant resume sample include discussing project details with clients, handling documentation, analyzing the clients' organizational processes, managing data migration, and training staff on CRM integration. Based on our collection of example resumes, CRM Consultants should demonstrate CRM projects expertise, computer proficiency, leadership, communication and interpersonal skills, attention to details, and time management. A Bachelor's Degree in information technology or computer science is usually required.

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1

CRM Consultant - Sr. Principal

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
Candidate Info
19
years in
workforce
1
year
at this job
BS
Technology
2

CRM Consultant

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).
Candidate Info
7
years in
workforce
2
years
at this job
HS
Marketing And Social Media
Computer Science
3

Microsoft Dynamics CRM Consultant

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
Candidate Info
3
years in
workforce
4
months
at this job
4

CRM Consultant/kana Response Consultant

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
Candidate Info
11
years in
workforce
2
years
at this job
BBA
Accounting
5

Senior CRM Consultant & Marketing Manager

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
Candidate Info
3
years in
workforce
3
years
at this job
BA
Philosophy, Entrepreneurship
6

Sr. CRM Consultant

[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.
Candidate Info
6
years in
workforce
2
years
at this job
HS
Computer Engineering
BS
Computer Science
MBA
Master of Business Administration
7

CRM Consultant

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.
Candidate Info
8
years in
workforce
2
years
at this job
MS
Electrical Engineering
MS
Computer Science
Leadership, Management & Communications
8

CRM Consultant/proposal Manager

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.
Candidate Info
8
years in
workforce
1
year
at this job
BBA
Professional Selling And International Business
9

Functional Crm Consultant

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
Candidate Info
5
years in
workforce
2
years
at this job
BA
Computer Science
MA
Computer Science
10

SAP CRM Consultant

  • 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.
Candidate Info
14
years in
workforce
2
months
at this job
BBA
Management Information Systems

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