Categories
ERP & SAP Job Descriptions

CRM Consultant: Job Description

Use our template to create a compelling and comprehensive CRM Consultant job description to attract top talent.

What is the role of the CRM consultant or expert? How to become a CRM consultant? What are the required skilled and the salary expectation? We tell it all in our CRM consultant job description.


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CRM consultant: the job description

A CRM (Customer Relationship Management) consultant; otherwise known as a CRM expert; is a specialist in customer relationship management software and customer relationship itself. When creating a call center, this professional assists in optimizing the relationship with customers. But also in making decisions relating to the choice of IT tools. Usually, a CRM expert works for an ESN or a BtoB agency. They can work in a large group or in small structures and is mainly required to work in collaboration with customer service, as well as with the marketing and web-marketing service.

The role of the CRM consultant is to define, configure, implement and manage the CRM software while promoting its positive impact on the company’s strategy. CRM Software is the backbone of any call centre. Indeed, the CRM software makes it possible to keep all the history of exchanges with customers and to manage the call lists on a daily basis. In choosing which CRM to implement, they can choose between independent CRM software or an ERP (including other business management modules). They manage the CRM software on a daily basis. That is to say, they take care of monitoring developments and finding new improvement strategies. Furthermore, they also collect data concerning customers and their life cycle, and carry out reports.


Discover more about what is ERP (Enterprise Resource Planning)


The CRM consultant is also focused on determining the best strategies to increase customer loyalty and engagement. This professional thus sets up loyalty campaigns and works to understand which are the dissatisfied customers (detractors) and satisfied customers (promoters) by calculating the NPS score (Net promoter score).

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Required Skills

CRM Consultant skills

How to become a CRM consultant? The CRM consultant must have a perfect command of software packages dedicated to CRM. He or she must also possess solid knowledge in the areas of sales and marketing. Specializing in customer data analysis, it is important that he or she has knowledge and skills in data mining and brand optimization on search engines and social networks. The CRM consultant must demonstrate good analytical skills and be responsive to any changes they need to be able to detect. This professional must know how to approach a project as a whole.

A true specialist in customer relations, it is important that they know all the technical and strategic aspects. In addition, the CRM consultant must have a taste for contact, good listening skills and a sense of service. It is essential that the CRM consultant has a great spirit of synthesis and good adaptability.


Also discover our Job Description: IT Business Analyst


Salary

CRM Consultant Salary

How much does a CRM consultant make? The salary of a CRM consultant varies depending on the experience of the consultant. But also depending on the scope of their position and the size of the company. Indeed, some CRM consultants only work on the software aspect, while others will be responsible for a large part of the customer relationship.

Within a large group or small business, the salary range for this professional is wide. Generally speaking, a CRM consultant can earn close to €35,000 / year at the start of a career. At the end of his career, he can hope to earn more than €65,000 / year as a senior. The average salary of this professional is around €45,000 per year. The average daily rate for a CRM consultant developer is generally between $400 and $900.


Read more about 12 Best CRM Certifications in 2021 and 18 CRM Experts You Need to Follow


Training and education of the CRM Consultant

CRM Consultant Education

Different training courses allow you to become a CRM consultant, with a Bac + 4 or Bac + 5. Graduates from business or engineering schools are usually highly appreciated by employers. It is thus possible to enter a business school or an engineering school, with a diploma with a specialization in marketing or web marketing. You can take a Master in Marketing or International Marketing or join a communication or marketing school. There are also certifications for using software that are popular with employers, such as Salesforce certifications.


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Categories
ERP & SAP Job Descriptions

Salesforce Consultant : Job Description

Use our template to create a compelling and comprehensive Salesforce Consultant job description to attract top talent.

Salesforce is a CRM (Customer Relationship Management) platform that allows companies to streamline and optimise their interactions with their customers. The Salesforce consultant is on the IT side of customer relations and specialises in the Salesforce ecosystem. Their role involves advising companies on the implementation strategy and carrying out studies to address all customer requirements.


Also explore the role of the RPA Consultant

What is the role of the Salesforce Consultant?

Define user needs and write specifications

Above all, the first task of the Salesforce Consultant is to collect the company´s needs and offer a set of Salesforce tools that address what the team is trying to achieve. Once the information has been collected, the consultant must write the specification describing the project´s needs and the proposed solutions.

Managing the development of the Salesforce ecosystem

Once the needs and specifications are established, the consultant is in charge of setting up the various tools and managing their development. They often keep assisting the team throughout the project´s life, helping optimise the system and the customer relationship strategy.

User training

Another key mission of the consultant is user training. Once the tools are deployed, the consultant must help teach users how to take advantage of them and help them get a good grip on the platform in general.

Required skills of the Salesforce Consultant

Mastery of the Salesforce CRM tool

The expert must, of course, have perfect knowledge of the Salesforce platform. And have a good understanding of the various tools available within it.

Analytical spirit and rigour

Also, a Salesforce Consultant must have a good analytical mind and good organisational skills. They should be able to process databases and extract relevant analyses to improve the customer relationship strategy in place.

Knowledge of marketing and sales

In addition, to be able to understand the needs of the team; it is useful for the consultant to know and master the essentials of client and prospect relationships. It also pays to have a 360° view of business processes and the specifics of the market in which the company operates.

Within the industry

A Salesforce Consultant can work in a wide variety of organisations; consulting firms specializing in IS, or companies that use this solution, all sectors combined.

Salary of the Salesforce Consultant

The average daily rate fluctuates between €300 and €800.

Training of the Salesforce Consultant

In conclusion, to access this role, it is recommended to have a university degree from a business or engineering school. It is also possible to access this profession by having completed a professional master’s degree specialising in Customer Relations and Marketing. Or in Management Sciences. To specialise in Salesforce CRM, the consultant should later take specific training provided by Salesforce or any third-party training organization. 

The Salesforce Consultant can evolve into the manager of a team of consultants or an in-house Salesforce. They can also transition to another customer relationship management solution.

Learn more about ERP and advantages and disadvantages of SAP

Categories
Job Descriptions Project Manager

E-CRM Project Manager : Job Description

Use our template to create a compelling and comprehensive E-CRM PM job description to attract top talent.


The e-CRM (electronic customer relationship management) project manager position is at the crossroads of the IT, marketing and sales functions. This role occupies an important place in the field of customer relations on the web; since it coordinates the implementation of digital campaigns across all of the digital platforms of a company.


Explore also the role of the SOC Analyst: Job Description

What is the role of the e-CRM Project Manager?

Build the appropriate databases

The experts must first identify the target customers in order to adapt all pertinent actions according to the objectives set. They must then define the means to collect all the relevant data for a given customer. For example, age, family situation, opinion on a product, etc., and they must set up the according processes.

Develop programs to connect with customers

Further, the e-CRM Project Manager must use the right methods to create links with customers and retain them. For example by sending email campaigns. The objectives are to better understand the consumer and retain them to develop sales and generate profit. One of the priorities of the position is therefore to analyze the behaviour of users and their browsing habits.

Put in place strategies to offer products that meet customer expectations

In addition, the goal of the e-CRM Project Manager is to provide value to the customer. To meet their purchasing potential and follow the evolution of their tastes. They need to define a strategy for leveraging visitor and customer data and implement e-CRM solutions to offer products adapted to the profile of each contact. They then set up automated campaigns and tracks their actions to measure ROI.

Required skills to

Excellent analytical and project management skills

The e-CRM Project Manager must also know the client and develop a link between them and the company. For this, they must have robust data processing and analytical skills and a strong appetite for project management.

Good ability to interpret customer reactions

Good interpersonal skills are a must here. The expert is in direct contact with the client and must have good interpersonal skills to be able to interpret user behaviours and needs.

Strong technical knowledge of digital tools

The expert in e-CRM Project Management must have perfect knowledge of the various digital tools employed by the company. In order to carry out the relevant analysis, ensure the correct implementation and monitoring of campaigns. They must also master statistical tools.

Also discover the other Project Managements roles and career paths

The E-CRM Project Manager within the industry

This job has been very popular for some years now and keeps attracting more and more young graduates in commerce, IT or marketing. However, there are not that many available positions, and the hiring rate is relatively low due to strong competition.

This role has developed in many sectors of activity: e-commerce, banking, insurance, telecoms …

Salary of the e-CRM Projet Manager

The average daily rate fluctuates between €500 and €900.

Training of the e-CRM Project Manager

Most e-CRM Project Managers have a university-level degree. Studies in sociology and training as a webmaster also help you gain access to this kind of position. But you should know that prior professional experience is essential before becoming an e-CRM Project Manager.

In terms of evolution; after a few years of experience as an expert in e-CRM Project Management, it is possible to occupy a position of marketing director in a relatively technical context.