- Understand Business Processes. A functional consultant needs to gain as much knowledge as possible about current business processes and the design of current business flows.
- Determine Client Needs.
- Configure the application in alignment with business needs.
- Ensure Usability.
- Engaging with sales prospects to understand and assess customer requirements.
- Preparing and presenting demonstrations of Zoho/CoreERP features and addressing and overcoming technical objections that arise throughout the sales process.
- Helping prospects evaluate and visualize how our solutions can add value to their companies.
- Driving the entire project more like an account manager.
- Delivering the entire project using agile methodology.
- Working with the team to create activities (e.g. identifying and handling key customer technical questions and objections) to develop strategies, resolve technical impediments, and scope out-migration workloads.