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Hiring a Freelance CRM Consultant

Why and when hiring a Freelance CRM Consultant?

A Customer Relationship Management (CRM) Consultant leads the optimization of customer service practices of a business through the CRM system. One builds rapport and coordinates with key stakeholders to ensure the proposed solution is properly implemented. Whether you are planning to integrate the system or currently have one, hiring a CRM consultant will ensure the company is maximizing its investment as one manages a smooth and cost-efficient implementation of the overall transition - from platform selection/establishment to employee adoption.

Some of the responsibilities of a CRM Consultant include:

  • Collaborate with internal stakeholders in building total CRM - strategy, marketing, operations, etc.
  • Oversee email marketing and initiate analysis on business processes to identify opportunities for best practices
  • Customer experience improvement through intensive research and segmentation strategy
  • Onboarding and training of business teams on new processes
  • Documentation of the new CRM system
  • Develop database management for the overall procedures and standards

So what does a CRM Consultant do?

A CRM Consultant develops, modifies and monitors the roadmap of project goals and initiatives of the CRM implementation. Through data analysis and assessment, they are responsible for analyzing the business and integrating the best-fitting features of the system. In addition to that, the consultant must be able to accommodate client requirements and requests to align with the system limitations.

Certified CRM consultants in the Network

Must have CRM Consultant Skills

  • Critical thinking & Analytical
  • Technical skills (programming, project management, etc.)
  • Communication skills
  • Customer service skills
  • Sales and marketing background/experience

Other relevant skills:

  • Data mapping
  • Multitasking