CRM Analyst

1 day ago

Manila, National Capital Region, Philippines SpectruMed Inc. Full time

SpectruMed Inc
. is preparing to implement the
BeatRoute CRM
platform across our sales, service, and operations teams.

We need an experienced
CRM Business Analyst / Implementation Consultant
to lead the requirements gathering, system design, and to work closely with the BeatRoute integrator to ensure a successful implementation.

This is a strategic, high-impact role. Not a data-entry or admin job

You Will

  • Lead structured requirements workshops with Sales, Service, Marketing, Inventory, and Management teams
  • Map current processes and define improved workflows for CRM
  • Produce a complete BRD (Business Requirements Document)
  • Create process flow diagrams (current state → future state)
  • Define CRM modules, fields, data structure, and user roles
  • Document workflows:

Lead → Opportunity → Sales cycle

Field sales visits, tasks, routing

Installed base management (1,500+ machines)

Service ticket lifecycle & spare parts movement

  • Translate business needs into CRM configurations
  • Prepare UAT (testing) scenarios
  • Work directly with BeatRoute integrator to ensure correct build
  • Support change management and user onboarding plan

Minimum Qualifications

  • 3–7+ years experience in CRM implementation or business analysis
  • Strong background in Sales CRM or Field-Force CRM (BeatRoute, Zoho, Salesforce, Odoo, Pepperi, or similar)
  • Expertise in:

Requirements gathering

Process mapping

Workflow design

  • Role/permission modeling
  • Reporting & dashboard requirements
  • Experience working with developers or integrators
  • Ability to challenge unclear requirements and propose better processes
  • Excellent documentation and communication skills
  • Familiarity with distribution, FMCG, pharma, med-tech, or similar industries is a major advantage.

BeatRoute experience is a bonus, not mandatory. The logic is the same as Salesforce/Zoho.

Deliverables

  • Complete BRD (detailed and structured)
  • Process maps for all key workflows
  • Data schema (entities, fields, relationships)
  • User roles & permission matrix
  • Integration requirement document (if applicable)
  • Implementation roadmap
  • UAT test scripts
  • Weekly alignment reports

Project Budget (P100,000.00)
To Apply
Please submit the following:

  • Short introduction of relevant CRM experience
  • Example of a BRD or process map you created (can remove confidential info)
  • CRM platforms you've implemented
  • Your availability
  • Fixed project rate or hourly rate

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