Requirement Gathering & Translation Elicit and document business needs from sales, marketing, and customer service departments and translate them into functional requirements for the CRM system.
System Optimization Analyze CRM systems and processes to identify areas for improvement, streamline workflows, and enhance operational efficiency.
Data Analysis Examine customer data and market trends to provide actionable insights for sales and marketing campaigns, product strategies, and improved customer experiences.
Stakeholder Collaboration Serve as a liaison between business users, the IT department, and development teams, ensuring effective communication and alignment on CRM initiatives.
Testing & Implementation Support Develop test cases, conduct functional testing, and support the implementation of new CRM features and solutions.
User Support & Training Provide ongoing support, troubleshoot issues, train current users, and create documentation for the CRM system.
Reporting Create reports and dashboards to track key performance indicators (KPIs) and present findings to stakeholders.
Mandatory Skills Required.
- Must have worked on CRM System.
- Must have worked on Lead Management, LOS / LSM System.
- Must have experience of Business Analyst role i.e. 2 to 6 yrs.
- Excellent in communication with Stakeholder, Internal Team and Other Team Members.
- Must have worked on Agile Methodology, Sprint Plan, Documentation of CR/ New Requirement, Review Test Cases, Flow Charts and Tracking of Defects .