Salesforce Business Consultant

Responsibilities:

• Client Advisory & CRM Transformation.
• Lead discovery workshops with manufacturing clients to understand strategy, sales and service models, channels (direct, OEM, distributor, dealer), and key KPIs.
• Assess current CRM/legacy landscape, identify gaps, and define a Salesforce-centric target state.
• Design CRM transformation roadmaps with Salesforce as the strategic CRM platform, including phases, scope, and rollout plan.
• Redesign end-to-end business processes (Lead-to-Opportunity-to-Order / Quote-to-Cash, Key Account Management, After-Sales & Service, Warranty, Field Service, Partner/Dealer Management) aligned to Salesforce best practices.
• Act as trusted advisor to senior client stakeholders (Sales, Service, Operations, IT leadership) on CRM strategy, governance, and operating models.

Salesforce Solution Architecture & Design:

• Own end-to-end Salesforce solution architecture for manufacturing CRM engagements, primarily across Sales Cloud, Service Cloud, Experience Cloud, and, where relevant, Manufacturing Cloud, Field Service, Revenue Cloud/CPQ, and CRM Analytics.
• Define data model, object relationships, security model, environment strategy, and integration patterns with ERP (SAP, Oracle, Dynamics, Infor), MES, PLM, pricing engines, and other systems.
• Produce solution blueprints, high-level design, and effort estimates; ensure designs are scalable, maintainable, and aligned to Salesforce best practices and platform limits.
• Guide functional consultants and technical teams during delivery, reviewing user stories, configurations, and customizations for alignment with the solution design.
• Contribute to internal accelerators, templates, and industry-specific assets for manufacturing CRM.

Pre-sales, Demos & Proposals (Consulting/SI Context):

• Partner with sales and account teams to qualify opportunities and define solution and delivery approaches.
• Lead Salesforce demos tailor-made for manufacturing scenarios (e.g., key account planning, complex opportunity management, CPQ
• quoting flows, warranty and service flows, dealer/distributor portals, field service scenarios).
• Prepare solution slides, architecture overviews, and walkthroughs for client presentations, including oral RFP defenses.
• Translate RFP/RFI requirements into Salesforce-based solutions and clearly documented scope, approach, and assumptions.
• Build and articulate the business case and ROI for CRM transformation, linking Salesforce capabilities to commercial and operational outcomes (pipeline growth, win rates, forecast accuracy, service response time, first-time-fix rate, dealer performance, customer satisfaction).

Change Management, Adoption & Governance:

• Advise clients on CRM governance, operating models, and Salesforce roles (product owner, key users, admins, CoE structure).
• Support definition of role-based Salesforce usage models for sales reps, KAMs, service agents, and partner users.
• Provide input to change, communication, and training plans and help design meaningful KPIs and dashboards to monitor CRM adoption and performance. Promote data quality and disciplined CRM usage (account/contact hygiene, opportunity and pipeline management, case and service data) to enable reliable reporting and analytics.

Delivery Oversight & Quality Assurance:

• Serve as design authority for one or more projects, ensuring coherence across workstreams and vendors.
• Participate in and sometimes lead key Agile ceremonies (workshops, backlog refinement, sprint planning, showcases), clarifying requirements and validating sprint outcomes.
• Identify risks and issues related to solution design, scope, or integration early and propose mitigation options.
• Support UAT planning, test scenario definition for end-to-end CRM flows, go-live readiness assessment, and hyper care.

Regards,

Raj Dakshinapu | Recruiter, Dotcom Team LLC

Phone:

Web: | Email:

2023 Best Places to Work Boston Business Journal

Minority Certified Boston Business Journal s Top Ten 2022, 2023

Certified National Minority Supplier NMSDC