Customer management - Role
CRM consultant
Advises on, configures or implements customer relationship management systems and processes
What's it for?
Helps an organisation choose, set up or improve software used to manage customers and sales.
For example…
A CRM consultant helps a sales team simplify how it tracks possible deals, then adjusts Salesforce so the system matches that new way of working
During a CRM implementation, the consultant maps old customer fields to the new system and advises which customisations are actually needed.