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SITEFY
We're Hiring · CRM & Automation

CRM Implementation Consultant – Zoho / Salesforce

Turn messy sales processes into structured CRM systems that teams actually use. Discover workflows, configure the platform, automate follow-ups and take clients successfully from requirements to adoption.

📍 Bangalore ⚙️ CRM ☁️ Zoho 🔵 Salesforce 🔁 Automation
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DepartmentCRM & Enterprise Solutions
LocationBangalore
EmploymentFull-Time
Primary OutcomeSuccessful CRM Adoption
Your Mission

Turn business processes into systems people actually follow.

CRM implementation isn't about creating fields and calling the project complete. Your job is to understand how a client acquires, qualifies, follows up with and closes customers—and translate that process into a usable CRM.

01

Discover

Understand the client's existing sales process, bottlenecks, teams and reporting needs.

02

Implement

Configure modules, fields, stages, workflows, automation and integrations.

03

Adopt

Train users, complete UAT, launch the system and ensure teams actually use it.

What You'll Own

From discovery call to successful deployment.

Conduct client discovery and requirement workshops.
Document current and desired sales processes.
Translate business requirements into CRM architecture.
Configure leads, contacts, accounts and deals.
Create custom fields, layouts, stages and pipelines.
Configure tasks, reminders and follow-up workflows.
Build CRM automation based on business rules.
Configure dashboards and management reports.
Integrate forms, email and other business systems.
Plan and execute data migration and imports.
Clean and validate data before migration.
Prepare UAT scenarios and resolve issues.
Train users and administrators.
Create implementation documentation.
Support go-live and post-launch stabilization.
Identify additional automation opportunities.
WHO-Style Scorecard

What winning looks like.

A CRM project is successful only when the configured system reflects the business process, works reliably and is adopted by the people who are supposed to use it.

Accurate Requirements and workflow mapping
On-Time Implementation milestones and delivery
High UAT Acceptance with minimal unresolved critical issues
Reliable Automation and integrations work as designed
↑ Adoption Users actively use the implemented CRM process
↑ Satisfaction Clients understand and receive the intended business outcome
Competencies

What we're looking for.

Zoho CRM Salesforce Business Analysis Process Mapping CRM Architecture Workflow Automation Data Migration Requirements Gathering UAT Client Communication Documentation Problem Solving Training Ownership
Who Should Apply?

You may be a strong fit if...

You understand how real B2B sales processes work.
You can translate business language into CRM configuration.
You are comfortable speaking directly with clients.
You can challenge unclear requirements instead of blindly configuring them.
You understand workflow automation and business rules.
You care about clean data and accurate reporting.
You can train non-technical users patiently.
You take responsibility through go-live rather than stopping at configuration.
Practical Audition

Turn a messy sales process into a CRM.

CRM Architecture Challenge

You'll receive a hypothetical business process.

Example: a business receives leads from Google Ads, SEO, website forms and sales calls. Telecallers qualify leads, salespeople conduct meetings, proposals are sent and managers need visibility into every next action.

  • Map Lead → Qualification → Opportunity → Proposal → Won/Lost.
  • Define the required modules and fields.
  • Define ownership and assignment rules.
  • Design follow-up tasks and reminders.
  • Recommend useful automation.
  • Design management dashboards.
  • Explain how you would migrate existing data.
  • Define UAT and user-training steps.
Select

Our hiring process.

Step 01
Application

Share your CRM implementation experience and projects.

Step 02
Screen

Discuss your goals, platform knowledge and client-facing experience.

Step 03
CRM Case

Convert a sample business process into a practical CRM architecture.

Step 04
WHO Interview

Walk through previous roles, projects, outcomes, low points and reasons for leaving.

Step 05
Reference & Offer

Reference validation where applicable followed by final expectations and offer.

Why Sitefy?

Implement systems around the business—not the other way around.

You'll work with real sales and operational workflows across different industries, giving you exposure beyond repetitive configuration work.

Ownership Work from discovery through go-live.
Exposure Understand multiple industries and sales models.
Automation Connect CRM with broader business workflows.
Impact See teams use the systems you implement.
Growth Develop toward solution architecture and consulting leadership.

Can you turn a messy sales process into a system?

Join Sitefy's Bangalore team and implement CRM and automation systems that give businesses visibility, accountability and a repeatable sales process.

Apply for CRM Implementation Consultant →
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