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ERP & CRM

CRM Consultant

Advises on CRM strategy, designs solutions and supports implementations.

Experience level: SeniorCoding level: LowTechnical difficulty: 55/100

Advises on CRM strategy, designs solutions and supports implementations.

Entry

Senior

Coding

Low

Key skills

CRM consultingSolution designBusiness process designImplementation methodology
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Career overview

The CRM Consultant advises on CRM strategy and platform design: requirements, solution design, configuration, integrations and rollout. They bridge business and technical teams. The role leads to Solution Architect, IT Operations Manager or IT Director.

Main responsibilities

  • Consult on CRM strategy and implementation
  • Configure and customise ERP modules
  • Analyse business needs and translate them into requirements
  • Align stakeholders and report progress
  • Build and follow the project plan and milestones
  • Keep technical documentation up to date
  • Prepare and execute change requests in production
  • Coordinate with software vendors and third parties
  • Mentor junior team members and review their work
  • Prioritise work and manage competing demands

Technical skills

CRM consulting90%
Solution design85%
Business process design82%
Implementation methodology82%
Stakeholder management82%
Documentation80%
Integrations oversight75%
Mentoring72%

Technologies

SalesforceMicrosoft DynamicsHubSpotZohoExcelVisioLucidchartJiraConfluencePower BITeamsSharePointPowerPointM365SQLWord

Education level

Education requirements vary depending on the company, country and experience. Professional experience, certifications and technical skills can sometimes compensate for formal education.

High School / Bac

Less common

Bac+2 (2-year degree)

Less common

Bac+3 (Bachelor)

Less common

Bac+5 (Master / Engineering)

Common entry point

Experience & coding level

Experience level

Entry LevelJuniorIntermediateSeniorExpert

Coding level

No codingLowMediumHighVery High
Technical difficulty55%

Useful certifications

Certifications are never mandatory. They are one way among others to prove a skill.

  • Salesforce Sales Cloud Consultant
  • Microsoft MB-220
  • HubSpot Sales Hub

Where can this career take you?

Multiple paths are possible. Click a role to open its profile.

Direct progression

CRM ConsultantSolution Architect
Where Can Your IT Career Take You?

Where can you go next?

Realistic next career moves, with compatibility and a transition roadmap for each.

Solution ArchitectHigh

Overlap: 61% · Difficulty: Hard

Skills to learn: Integration architecture, Cloud architecture, Cost & sizing

View roadmap
IT Operations ManagerMedium

Overlap: 37% · Difficulty: Medium

Skills to learn: SLA & KPI, ITIL, Budget

View roadmap
IT DirectorLow

Overlap: 33% · Difficulty: Hard

Skills to learn: IT leadership, Strategy, Budget

View roadmap

Where can you go from here?

A typical progression built from real career relationships. Click any role to open its profile.

  1. CRM Administrator
  2. CRM Consultant
  3. Solution Architect
  4. Enterprise Architect
  5. CTO
  6. CIO
Soft skills
  • Clear communication
  • Stakeholder management
  • Analytical thinking
  • Organisation
  • Mentoring
  • Customer focus
  • Big-picture thinking
Common previous careers

Roles that frequently lead into this career.

CRM AdministratorLow

Overlap: 24% · Difficulty: Easy

Skills to learn: CRM consulting, Solution design, Business process design

View roadmap
ERP ConsultantHigh

Overlap: 88% · Difficulty: Medium

Skills to learn: Integrations oversight

View roadmap

Related resources

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Next step

The path to Solution Architect

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Ready to explore your next step?

A documented transition from this role to the next.

CRM ConsultantSolution Architect

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