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Ref: #56620

CRM Selection RFP consultant (Salesforce, MS Dynamics, Oracle)

My customer are searching for a CRM system expert with experience in evaluation and selection of a new CRM system.

We require someone who has been in the CRM space for a while and has had clear experience helping customers in a request for proposal and selection of a system. Ideally having experience in Salesforce, MS Dynamics and Oracle systems.

We expect the person to help with:
  • Readiness assessment: helping decide if the time is right to invest or if optimising current software would be more cost-effective 
  • Mapping of existing processes to identify friction and potential productivity gains; giving vendors crucial context into your business
  • Defining future state vision and goals
  • Requirements gathering, prioritisation and documentation
  • Team and stakeholder engagement to ensure consensus is achieved and new solutions are well adopted

RFP and bid process management

This is a remote working contract role but may require some cross European travel

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