CRM Functional Consultant
AMT Media Tech
Total years of experience :17 years, 9 Months
● Consulting - covering all aspects; including presales and supporting the sales team,
product demonstrations, analysis, implementation, and training of end users utilizing
primarily Dynamics 365.
● Exploring Co Pilot Features and Basics of Power Apps.
● Develop and maintain a comprehensive understanding of Dynamics 365 Administration
tasks including creating profiles, roles, users, page layouts, email alerts and
communications, data management, approval processes, workflows, reports,
dashboards, and activities.
● Collaborate with cross-functional teams to optimize registration processes and enhance
the overall customer acquisition experience.
● Conduct end-user training and create and maintain knowledge transfer documentation.
● Committed to staying updated on the latest Dynamics 365 features and industry best
practices, while collaborating closely with stakeholders to ensure successful project
outcomes and client satisfaction.
● Led Agile Meetings: Ran daily stand-ups, sprint planning and reviews.
● Managed Backlog: Worked with product owner to prioritize tasks.
● Removed Blockers: Helped the team overcome obstacles to keep projects moving.
● Coached Team: Guided team members on Agile practices and principles.
● Monitored Progress: Tracked team performance and ensured project goals were met.
● Implemented Dynamics CRM - installation and customization of Sales module.
● Identify and develop profitable opportunities for the Pinch Vales & Diaphragm Valves in
India through dealers & businesses.
● Develop close working relationships with existing and potential customers at a buyer and
management level.
● To appoint new dealers to improve sales through them.
● Worked as Dynamics Sales business consultant.
● Helped in migrating the CRM system from Salesforce 2014 Summer version to MS CRM.
● Identify and develop profitable opportunities for the Water Control & Gas Isolation
Divisions with clients & consultants of Power, Chemical, Oil & Gas & other process
industries.
● Develop new clients and ensure prequalification status is achieved and maintain
contact with customers in the market.
● Responsible for carrying out various Market data analysis, verifying data for errors &
irregularity.
● Handle responsibilities of gathering business intelligence on projects as well as qualified
prospects.
● Ensure all sales actions are carried out and completed.
● Used Salesforce for all the Sales Process automation.
● Investigate new business opportunities.
● Ensuring all Sales & BD activity adheres to company systems, processes, and procedures.
● To appoint new dealers for improving sales, follow up Builders and Contractors for regular
order, sales follow up with existing dealers.
● Arranging the shipment, inquiry replying, quotation for products, visiting the customers
and closing the deals with orders.
● Handling the tasks of the sales contract process as well as participating in sales meetings,
managing documents for Internal & External Audits.