functional consulting activityv

Jul 4th, 2015
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Southeastern Oklahoma State University
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• educates staff regarding changes and trains them to work with new systems • evaluates the change process and informs clients on progress in addressing project objectives • liaises with client on an ongoing basis, to maintain and develop the business relationship, ensure satisfaction

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Here is a sample of questions that a typical CRM functional Consultant can be expected to face.Q 1. What is the typical landscape for a CRM project? What is the maximum number of landscapes that you have worked on in a project.A. CRM landscape typically has a minimum of three environments.DevelopmentTest (Quality Assurance)ProductionThough in a number of cases, there is also the Sandbox Environment, Training Environment and a pre-Production environment all set up as separate physical boxes.Q 2. What is the difference between technical consultant and functional consultant with respect to their roles and responsibilities?A. A functional consultant is typically responsible for running workshops, interviewing clients to get requirements, mapping these on to the Software, deciding the best way to customize the solution to meet these requirement keeping the client's future plans in mind.A technical consultant is typically responsible for suggesting suitable technical solutions for gaps, setting up the system infrastructure, doing the developments, testing them, ensuring that performance is not affected etc.In the CRM world in particular, the role between the technical & functional consultants is blurring with there being a large overlap.Q 3. Explain the general ways of how a CRM can be enhanced?A. There are several ways to enhance the CRM system. Some of them are:- Transaction LauncherYou can add external applications to the CRM WebClient

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