Business Analyst ( CRM- MS Dynamics , ServiceNow,Logik.ai and Salesforce)
Indexed description
- Strong Business Analysis experience in CRM implementations.
- Expertise in Requirements Gathering and Documentation.
- Business Process Modeling (BPMN, Process Flows).
- Agile/Scrum methodologies.
- Stakeholder and Vendor Management.
- Data Analysis and Reporting.
- Experience with MS Dynamics ,ServiceNow,Logik.ai and Salesforce
Business Analysis & Requirements Management
- Conduct workshops and requirement-gathering sessions with business stakeholders.
- Analyze current business processes and identify opportunities for optimization and automation.
- Document Business Requirements Documents (BRD), Functional Specifications (FSD), User Stories, Process Flows, and Use Cases.
- Translate business requirements into functional and technical specifications for development teams.
- Facilitate backlog grooming, sprint planning, and UAT activities.
- Analyze and define business requirements related to Microsoft Dynamics 365 CRM modules.
- Work with stakeholders to design solutions for:
- Accounts & Contacts Management
- Lead & Opportunity Management
- Case Management
- Customer Service Processes
- Sales Automation
- Customer Insights and Reporting
- Support CRM process improvements and adoption initiatives.
- Gather and document requirements involving ServiceNow workflows and integrations.
- Collaborate with ServiceNow and Dynamics teams to define end-to-end business processes.
- Ensure data consistency across CRM and ServiceNow platforms.
- Act as the liaison between business users and technical teams.
- Present solution recommendations and facilitate decision-making discussions.
- Manage stakeholder expectations and communicate project status effectively.
- Develop UAT scenarios and test cases.
- Support system testing, user acceptance testing, and defect resolution.
- Assist in change management, training, and deployment activities.
- Strong Business Analysis experience in CRM implementations.
- Expertise in Requirements Gathering and Documentation.
- Business Process Modeling (BPMN, Process Flows).
- Agile/Scrum methodologies.
- Stakeholder and Vendor Management.
- Data Analysis and Reporting.
- Microsoft Dynamics 365 CRM (Mandatory)
- Sales
- Customer Service
- Customer Insights
- Power Platform (Power Automate preferred)
- ServiceNow (Mandatory)
- ITSM/Business Process Workflows
- Integration Requirements
- Case and Service Management Concepts
- Salesforce (SFDC)
- Sales Cloud
- Service Cloud
- Power BI
- Azure Integration Services
- API-based Integrations (REST/SOAP)
- Copilot/AI-enabled CRM capabilities
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