ERP Consultant → CRM Consultant

A realistic transition from ERP Consultant to CRM Consultant: transferable skills, the gaps to close, a step-by-step learning plan and alternative routes. Estimated skill overlap 88%. Difficulty: Medium.

Difficulty: Medium5 stepsDuration: 9 to 13 monthsOverlap: 88%

Transition from ERP Consultant to CRM Consultant.

Transferable skills

  • CRM consulting
  • Solution design
  • Business process design
  • Implementation methodology
  • Stakeholder management
  • Documentation

Skills to learn

  • Integrations oversight

Step-by-step learning plan

  1. 1. Build on your ERP Consultant experience

    2–4 weeks

    Leverage

    • CRM consulting
    • Solution design
    • Business process design
    • Implementation methodology

    Map transferable skills — CRM consulting, Solution design, Business process design — against what a CRM Consultant needs.

  2. 2. Learn the core of the CRM Consultant role

    6–10 weeks

    Learn

    • Integrations oversight

    Technologies

    SalesforceHubSpotZoho

    Cover the biggest gaps first: Integrations oversight.

  3. 3. Get productive with the CRM Consultant toolchain

    4–8 weeks

    Technologies

    SalesforceHubSpotZoho

    Be hands-on with Salesforce, HubSpot, Zoho and the rest of the target stack.

  4. 4. Practise CRM Consultant work in real conditions

    4–8 weeks

    Ship a portfolio project or take on CRM Consultant tasks at work.

  5. 5. Get certified and position yourself as a CRM Consultant

    4–8 weeks

    Technologies

    Salesforce Sales Cloud ConsultantMicrosoft MB-220HubSpot Sales Hub

    Update your CV and LinkedIn around CRM Consultant, then apply to target roles.

Alternative routes