Below are the 6 CRM Consultants Consultants with NetSuite CRM & other systems experience. The Thor Group® also provides NetSuite experienced SME's, HRIS analysts, payroll analysts, integration engineers, project managers, developers & database administrators on a consulting, contracting or direct hire basis.

Would hiring a CRM consultant with experience working in marketing, technology software and electrical equipment industries help meet the needs of your organization? Educational attainment is composed of Major in Applied Arts, Computer Graphics. Technical skills involve NetSuite CRM/ERP , SAP CRM, Infor CRM, Sage CRM, MS Dynamics 09/2012, HubSpot CRM, SAP NetWeaver, MS CRM /365 and MS Dynamics Azure AD.

Acting as a CRM integration consultant in an inbound marketing agency, managed customer relationships to ensure successful HubSpot CRM onboarding, as well as guided client discovery, made sales process recommendations, and set up the HubSpot CRM to support sales success. This professional analyzed and understood business processes, identified areas for improvement, as well as identified and overcame project risks throughout engagements. Moreover, executed onboarding project plans as well as troubleshot and provided creative solutions leveraging software integrations and applications.

While working for a technology software company as a CRM consultant, used NetSuite CRM and provided amazing guidance and support to prospective clients by developing trusted, advisory partnerships with C-level executives and decision-makers. Part of the job was to conduct in-depth discovery meetings. Also, produced professional, timely, and thorough Discovery notes to facilitate accurate creation of Statements of Work (SOWs). Furthermore, acted as an internal project manager to ensure aspects of the pre-sales process remained on track.

Could the future success of your organization be helped by this NetSuite CRM consultant with work experience in IT services, consumer discretionary and consulting industries? Educational background is composed of Bachelors in International Business and Marketing. NetSuite skills involve NetSuite CRM/ERP, Oder to Cash, Lead to Customer, Procure to Pay, Custom Financial Reports using NetSuite platform, Advanced Saved Searches, Data Migration, Open Air, SuiteFlow & SuiteAnalytics.

Contributed to the organization’s success by maintaining the NetSuite application for internal users, as well as supporting end user requests for new saved searches, reports, KPI’s, and dashboards. Monitored end-user usage of systems and tracked performance. While working in a consumer discretionary company as a NetSuite CRM consultant, worked on NetSuite OneWorld Financial Process Implementation and Opportunity to Invoicing automation using Workflow. Other tasks were creating custom forms, fields, lists and records, as well as advanced Saved Searches, Data Migration, SuiteFlow and SuiteAnalytics.

Supported organizational goals and objectives by configuring and implementing the following NetSuite Cloud ERP system such as Order Management, Manufacturing and Financials. Acting as a NetSuite consultant in an IT services company, did master data clean up, as well as migrated data into NetSuite (Customer, Item, Bill of Material, Sales Orders, Inventory, General Ledger, Vendors) using NetSuite CSV import files. Furthermore, set up accounting, inventory management & billing / invoicing.

Is impacting your organization with a NetSuite consultant who worked in technology software, business process outsourcing and distribution industries a current business consideration? Educational background is composed of Associate Degree in Computer Technology bridging to BS Computer Management. Professional certifications consist of NetSuite Certified Administrator. Technical knowledge consists of NetSuite CRM, Salesforce, HTML/CSS, SuiteFlow, PL/SQL, Zendesk, Shopify and Celigo CloudExtend.

While employed in a technology software company as a NetSuite consultant, did installation/setup/configuration/troubleshooting of Gmail integration to NetSuite called Celigo CloudExtend. This professional gathered/documented client’s use case and tailored fit NetSuite modules to better leverage the software. Some of the tasks were implementation of CRM/ERP features, as well as customization of NetSuite functionalities through scripting/workflows Freemarker (PDF), PL SQL (reporting) and HTML/CSS (Email templates, SuiteFlow, etc.). Additionally, performed installation/setup/configuration/troubleshooting of data migration apps such as SmartClient for NetSuite and SmartClient for Salesforce.

Part of the job as a senior CRM consultant in another technology software company was to implement NetSuite CRM/SFA/Marketing (Email Campaigns, Promotions, Lead generation, Case Management, Issue Management, etc.). Other duties were installation/troubleshooting of CRM Bundles (Last Sales Activity, NetSuite for Outlook, Advanced Promotions etc.). Moreover, performed troubleshooting/resolution of issues with ERP/CRM software (Oracle errors/script errors/performance issues/customization issues). Furthermore, identified, evaluated and understood customer requirements to help with NetSuite set-up, configuration and customization.

What contributions could a CRM consultant with experience working in consumer discretionary, financial services and internet industries bring to your organization? Educational background is composed of Bachelor of Arts in Economics. Technological skills involve NetSuite, Microsoft Dynamics, Tableau, Cognos, Informatica, Jira, Callidus, Marketo, Oracle, SAS, SQL, Oracle database and Salesforce.com.

Challenges like implementing a fully integrated CRM/eCommerce application based on NetSuite were welcomed and successfully completed on a regular basis. Serving in a consumer discretionary company as a CRM consultant, performed strategic planning and worked directly with CEO to expand events, attendees, and sales without significant increases in resources and costs, meeting tight deadlines and small start-up budgets. Also, directed a small, diverse, international team of web developers, business analysts and external resources to deliver an integrated website, CRM, and financial system on time and budget (Project Management).

Shared expertise by increasing lead generation by 75%, lead follow-up 50%, and new accounts 20% by improving, promoting, and increasing use of sales reporting and management system. While employed in a financial services company, led a 40-person cross-functional team to implement a Siebel CRM solution for 4,000+ employees in 300+ offices and 4 call centers nationwide as well as increased account retention 15% and asset generation per account by 40%. Furthermore, increased prospect conversion 30% by developing a Lead and Offer Management system to improve marketing, presentation, and valuation of products and service to clients.

Would it be beneficial for your organization to employ a CRM consultant with work experience in real estate, professional services and financial services industries? Educational attainment is composed of Bachelor of Business Administration Degree. Technical skills involve NetSuite CRM, Pivotal CRM, 8×8, Interactive Intelligence, Salesforce.com, Microsoft Dynamics, Microsoft Azure, Amazon AWS, VMWare, DaaS, IaaS, SaaS, PaaS, SQL, DevExpress, Visual Studio, IIS, Exchange, Samanage, Jira, Crystal reports, Citrix, Visual Cron, HTML, Textanywhere and SMSAPI.

Serving in a real estate company as a CRM consultant, worked with CRM evaluation team selected by Sales VP and relocated from London, UK to Dallas, TX corporate headquarters to research and recommend potential alternatives to Pivotal CRM such as Salesforce.com, MS Dynamics, SugarCRM and NetSuite. Other duties were doing research, selection, testing, deployment and user training for Interactive Intelligence, an on-prem, as well as contacted center suite tightly integrated with Pivotal CRM, used by sales call center org. Additionally, reduced Sales System OPEX by $100,000 annually by moving to a new cost-efficient data center.

In a professional services company, did cloud-based Contact Center System Launch: selected, tested and deployed 8×8 call center suite to Global Inside Sales Team. Moreover, spearheaded integrated 8×8 with Pivotal CRM with cost savings of $1.8 million p.a. Furthermore, moved elements of CRM (infrastructure and APIs/integrations) to hosted/cloud platform (Azure Cloud CRM Migration).

Would a detail-oriented CRM consultant who worked in consulting, financial services and insurance industries fit in your organization? CRM application experience consists of NetSuite CRM, Sugar CRM, ACT, Goldmine, Sage SalesLogix, Microsoft CRM, BAAN CRM, SalesForce.com and RightNow. Educational background is composed of MIS. Professional certifications involve Project Management Professional (PMP).

Some accomplishments included practicing, implementing, leading and analyzing several CRM applications including Sage SalesLogix, SalesForce.com, MS CRM Dynamics, Sugar CRM, Right Now Technologies, NetSuite and Siebel among others. As a CRM consultant in a consulting firm, worked on contract negotiations, RPF responses, business case development, and marketing strategies. Some of the tasks were developing training courses and providing training for an Educational Practice, which included CRM training, General Project Management & Standards, Lean Six Sigma, and Consultancy Coaching. Part of the job was to do customer and vendor management for various projects, as well as provide Sales Support.

Shared expertise by delivering a highly customized CRM Solution for one of the leading multi-national private equity and global asset management firms. Serving in a financial services company as a project manager/lead/analyst, performed pilot implementation of SalesLogix and MS CRM 3.0 (CRM Vendor Analysis). Additionally, provided CRM subject matter expertise during the life cycle of the project including requirements, analysis and design, configuration, QA/Testing, implementation and training. Furthermore, created Custom CRM modules for specialized areas such as Collateralized Debt Obligation (CDO), Syndications, Commercialized Mortgage Based Securities (CMBS) and Investment Closing.