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About this role
Engage with stakeholders to understand business requirements and translate them into CRM functionalities.
Conduct gap analysis between business needs and CRM capabilities.
Configure and customize CRM modules, workflows, entities, and dashboards.
Create functional design documentation including use cases, process flows, and data mappings.
Support UAT (User Acceptance Testing) and assist in defining test cases and validating outputs.
Collaborate with technical teams for integration and system enhancements.
Provide end-user training, support, and change management documentation.
Troubleshoot issues, ensure data accuracy, and monitor CRM system performance.
Recommend CRM best practices and strategies for business process improvements.
Stay updated with CRM platform updates and new features.