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Customer relationship management consultant skills for your resume and career

Updated January 8, 2025
5 min read
Quoted experts
Marta Diaz,
C. Darren Brooks Ph.D.
Customer relationship management consultant example skills
Below we've compiled a list of the most critical customer relationship management consultant skills. We ranked the top skills for customer relationship management consultants based on the percentage of resumes they appeared on. For example, 6.4% of customer relationship management consultant resumes contained power bi as a skill. Continue reading to find out what skills a customer relationship management consultant needs to be successful in the workplace.

15 customer relationship management consultant skills for your resume and career

1. Power Bi

Here's how customer relationship management consultants use power bi:
  • Implemented Power BI visualizations to Microsoft Dynamics 365 personal dashboards.
  • Developed Custom reports using Microsoft reporting services (SSRS) and Power BI Reports and hosted them on SharePoint online version.

2. Azure

Here's how customer relationship management consultants use azure:
  • Experience integrating MS Dynamics with SharePoint / Azure Blob for document management.
  • Configured Azure automation accounts with PowerShell scripts to manage systems.

3. Salesforce

Salesforce is an American cloud-based software company based in San Francisco, California. This company provides customer relationship management services that enable the customers to be closer to the company. It gives the company detailed information about each customer, including marketing, sales, commerce, and services. Salesforce also helps market a product to attract more buyers, and helps win more customers by targeting the right audience.

Here's how customer relationship management consultants use salesforce:
  • Provided guidance on implementing and utilizing a client management system for this Consultancy group (SalesForce.com).
  • SOAP Web services were used for Information Retrieval from external systems and SalesForce CRM.

4. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how customer relationship management consultants use customer service:
  • Analyzed, developed and integrated Custom Dashboard's for Customer Service Management.
  • Support existing Business processes and new enhancements/ projects in Customer Service module.

5. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how customer relationship management consultants use customer relationships:
  • Developed and expanded public and private sector customer relationships.
  • Improved customer relationships with key merchants dramatically by providing stellar POS support and operational support that improved customer satisfaction.

6. SQL Server

Here's how customer relationship management consultants use sql server:
  • Performed full testing on order flowing from MC 70 devices to SQL Server databases and then replicated to reporting environment databases.
  • Used SQL Server Reporting Services (SSRS) 2008 R2 to make custom reports and generate it on a weekly basis.

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7. HTML

Here's how customer relationship management consultants use html:
  • Developed several Navigation Menus, Toolbar Controls, navigation bar items using HTML, CSS, Java Script.
  • Developed Oracle Service and Field Sales HTML reports Order Status and Committed Customer Forecast using Reports 3.0.

8. Client Facing

Here's how customer relationship management consultants use client facing:
  • Designed and developed client facing applications and collaborated with key stakeholders to identify and organize data sources.
  • Develop client facing documentation and training materials to align the web-based application with actual business use.

9. Business Process

A business process is a group of tasks that are performed by people working in a business to attain a worthy product and to present it to their customers. A business process can also be defined as performing several steps to achieve a certain goal set by a company. Business processes need to set purposeful goals and the outcome of that goal should be clear.

Here's how customer relationship management consultants use business process:
  • Involved in requirements gathering and developed Business Process Document (BPD) and functional specifications by interacting with business users.
  • Worked extensively on configuring the territory management and the new changes in territory management business process with EHP3 upgrade.

10. BI

Here's how customer relationship management consultants use bi:
  • Develop and enhance BI reporting capability.
  • SAP BI: To provide a single consistent reporting and performance management solution across the wide footprint of processes within scope.

11. SharePoint

Here's how customer relationship management consultants use sharepoint:
  • Developed CRM plug-ins that interfaced with SharePoint 2010 to manage automated file and folder operations for custom entity related documents.
  • Integrated and monitored SharePoint 2010 integration with CRM 2013 for document management under different site security settings.

12. SAP CRM

Here's how customer relationship management consultants use sap crm:
  • Proposed a solution to implement standard SAP CRM service functionality with specific enhancements wherever applicable.
  • Worked on LSMW to import data from flat file for bulk import of contracts and Installed base data into SAP CRM.

13. Microsoft Dynamics CRM

Here's how customer relationship management consultants use microsoft dynamics crm:
  • Develop and deliver high-quality technical solutions to a federal client using Microsoft Dynamics CRM.
  • Provided design, configuration, customization, documentation services for Microsoft Dynamics CRM On-Premise.

14. Plugins

Here's how customer relationship management consultants use plugins:
  • Implemented plugins to perform complex sharing mechanism and other complex functionality.
  • Developed plugins for new functionality and also provided end -to-end testing.

15. SSRS

Here's how customer relationship management consultants use ssrs:
  • Designed and developed several reports using SSRS for business insights and daily operations.
  • Supported other consultants by creating custom SSRS reports and troubleshooting configuration issues.
top-skills

What skills help Customer Relationship Management Consultants find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on customer relationship management consultant resumes?

Marta Diaz

Assistant Professor, Lake Superior State University

-The skills that will stand out on a resume are the ones that meet the needs of the employer as described in the position description. Adaptability/flexibility are valuable during this time of uncertainty created by the pandemic.
-Digital literacy skills in remote work and learning and business software application skills are essential for business students. Graduates are learning these skills in college, bringing these skills to the employer rather than developing these skills on the job.
-Many businesses are also training online, so students can have an advantage because they have learned how to learn online.

What hard/technical skills are most important for customer relationship management consultants?

C. Darren Brooks Ph.D.

Assistant Department Chair and Executive Director, Center for Human Resource Management, Florida State University

As stated earlier, the field of management is broad and encompasses all industries and sectors. Consequently, the technical skills necessary to succeed will vary according to the specific knowledge and experiences required to understand the nuances of an organization. Accordingly, graduates who have business acumen and technical competency in a particular discipline or industry would be better positioned for employment opportunities. As a result, I always place emphasis on gaining internships and work experience concurrently with academic study. These experiences will provide a real-world understanding of the type of skills necessary to succeed in organizations as well as offer industry-specific knowledge. However, for many graduates, their practical skills are limited. In this case, it is important to ensure you have more generalizable skills that are applicable across industries, such as building digital fluency, analytical fluency, writing skills, and strong Excel skills. When speaking with consulting firms and industry employers, they repeatedly reference the need for graduates to demonstrate more advanced Excel skills.

What soft skills should all customer relationship management consultants possess?

C. Darren Brooks Ph.D.

Assistant Department Chair and Executive Director, Center for Human Resource Management, Florida State University

While advancements in technology, artificial intelligence (AI), and data analytics occupy center stage in many areas of management practice, soft skills continue to be seen as equally or even more important skills for success in the field of management. Soft skills are typically described as personal attributes, qualities, and characteristics that enable us to interact more effectively with others. In most fields of management, our ability to communicate, work with, and interact with other people constitutes a significant portion of the work we do. Consequently, employers are focused on identifying candidates who possess strong skills are areas of communication (verbal, written, and non-verbal), leadership and followership, collaboration, an ability to work in teams, intellectual curiosity, adaptability, conflict management, problem-solving, creativity.
Do you want to know more?
Read more about what experts have to say about customer relationship management consultant

List of customer relationship management consultant skills to add to your resume

Customer relationship management consultant skills

The most important skills for a customer relationship management consultant resume and required skills for a customer relationship management consultant to have include:

  • Power Bi
  • Azure
  • Salesforce
  • Customer Service
  • Customer Relationships
  • SQL Server
  • HTML
  • Client Facing
  • Business Process
  • BI
  • SharePoint
  • SAP CRM
  • Microsoft Dynamics CRM
  • Plugins
  • SSRS
  • Web Services
  • Windows
  • Digital Marketing
  • UI
  • Crm Development
  • Ssis
  • Dashboards
  • Java
  • WCF
  • CSS
  • Marketing Campaigns
  • Email Marketing
  • Custom Workflows
  • Data Migration
  • JQuery
  • Apex
  • XML
  • C Net
  • QA
  • Object Oriented Programming
  • Test Scripts
  • Master Data
  • Strong Analytical
  • ERP
  • Crm Implementation
  • CRM SDK
  • Middleware
  • Technical Specifications
  • Functional Specifications
  • Gap Analysis
  • Business Rules
  • ABAP

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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