تحلیل و جمعآوری الزامات:
مستندسازی و مدلسازی فرآیندها:
طراحی و معماری راهکار CRM:
آزمون و اعتبارسنجی:
آموزش و پشتیبانی:
بهبود مستمر:
پشتیبانی نرم افزار CRM
• Analyze and collect requirements:
Effective communication with key stakeholders in customer affairs, sales, marketing and other related sectors to identify and complete business needs and requirements.
Conducting interviews, operational workshops, and existing documents analysis for deep understanding of current processes (AS-IS Processes)
• Process Documentation and Modeling:
Comprehensive documentation of existing processes (AS-IS) and future to-be processes related to customer affairs, sales, marketing, distribution agents and other areas related to CRM.
Process modeling using BPMN (Business Process Model and Notation) in relevant software such as Bizagi Modeler, Camunda Modler or similar tools for the technical and business team.
Providing flowcharts, workflow diagrams and other visual tools to clarify processes.
• Design and architecture of CRM:
Care closely with the CRM Implementation Team and the software seller to translate business needs into systematic and functional requirements.
Participation in architectural design and CRM configuration to cover modeling processes.
Identifying the strengths and weaknesses of current processes and offering suggestions to improve them before implementing them in CRM.
• Testing and validation:
Designing Test Cases based on documented processes.
Active participation in System Testing and User Acceptance Testing - UAT to ensure processes implementation in CRM.
Bugs and Change Requests during the test phase.
• Training and support:
Provide user documentation and training guides for CRM end users.
Provide the necessary tutorials to users to get acquainted with new processes and how to work with CRM.
Initial support for users after launching the system and gather feedback to continuously improve.
• Continuous improvement:
Monitoring and evaluating the performance of the processes implemented in CRM.
Provide suggestions for optimizing and continuous improvement of CRM processes and efficiency after deployment.
• CRM software support
Provide requested reports from CRM software and submit to stakeholders after system deployment.
The preparation of relevant instructions
- Progress of CRM Deployment Project
- produced instructions
- accuracy and scheduling of produced reports
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