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How To Become A CRM Business Analyst Consultant
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This question was posted by Sri who needs advice on "how to transition careers to customer relationship management (CRM) business analysis."

If you need help with a Question or Challenge, be sure to ask it as a comment on this page and I will answer it fully just as I am answering Sri's questions below!

Please, send this post to your friends "Using this Link" .

Here is Sri's Question on Becoming A Domain Business Analyst

Hi Kingsley,

The reason I wanted to move into CRM is that it being an evergreen field, thats what I feel from my understanding that for any business to be successful it must be customer centric.

And how else can a business be successful without serving its customers better through their processes which revolve around customer and thus automating those processes in order to manage their relationships with customers in an efficient manner.

Also since recession has hit an all time high thus companies have a better role to play in order to retain their existing customers by integrating Customer Relationship Management tools in their organization and realizing the benefits of it.

I wanted to do a SAP-CRM but dont know how to go about it since SAP industry doesnt take in freshers for such domains without a life cycle implementation experience.

So I would like you to advise how I can go ahead with my CRM career with or without SAP or what others tools knowlege is better in order to get into BA-CRM role.

Thanks and Regards,


How To Become A CRM Business Analyst

Recent reports suggest that the world-wide CRM market will double in a short time driven by CRM projects in every industry including Healthcare and Life sciences.

For example, the consulting firm KensingtonHouse estimates that the percentage of companies deploying, upgrading, or actively considering a CRM purchase stands at 38 percent.

Against this background, Gartner recently predicted that "25 percent of CRM projects will be postponed or canceled because of the CRM skill shortage in consultants and systems integrators."

So, you are right in saying that there are good opportunities in the CRM Industry for business analysts.

I would like to offer you a surprise, free coaching session on "How You Can Transition To A CRM Business Analyst Career".

Here is what your customized coaching plan will cover:

  1. Hands-On Domain Experience: how to get CRM business analysis hands-on domain experience without first getting a full-time job

  2. Resume Makeover: how to customize your resume with the relevant CRM experience

  3. CRM Skills: how to figure out which CRM tools or CRM processes you should learn based on a SWOT analysis

  4. Career Marketing: how to market your customized CRM resume or skills directly to hiring managers or clients!

I will be contacting or corresponding with you directly on the details of your "CRM Businesss Analysis Coaching plan".

Here is some additional information for you to consider before we start your customized CRM career coaching session

What Is The State of The CRM Job Market?

The CRM Job market is divided into a demand for business analysts and system integrators who work on improving or implementing CRM packages and CRM Developers who work on customizing CRM existing packages or creating CRM software solutions from scratch.

Which CRM Tools Should I Learn?

You need to evaluate both the popularity of a CRM tool in as well as the cost of learning the tool.

Because some CRM software packages require extensive investments of time and money to learn. Other are much more affordable for the client who's adopting it and for the Business Analyst who's learning it.

Regardless of the CRM package you choose to learn, you need to get a clear understanding of specific CRM processes like Sales Force Automation (SFA) which can be implemented in any tool.

After learning one or more CRM Software Packages, apply for CRM business analyst jobs by emphasizing your knowledge of CRM processes over the tools except when you have strong first hand knowledge of the CRM tool mentioned in the Job opening.

Here are a few CRM business analyst career paths for you to consider:

  1. Microsoft Dynamics CRM Business Analyst

  2. CRM Business Analyst

  3. Oracle (PeopleSoft CRM / Siebel CRM) Business Analyst

  4. Sugar CRM Business Analyst Business Analyst

How To Become A CRM Domain Business Analyst

Have you considered going beyond the traditional CRM business analyst career path by consulting or freelancing on CRM issues. .. this is an example of a question you need to evaluate for our custom business analysis coaching session!

You also have to ignore using a traditional job search! Prepare a marketing plan that defines who your target market is amongst other things and how you would market your resume (advertising, networking, cold calling, speaking, etc.) to them.

If you want to consider a non-traditional CRM business analyst consulting path, you should prepare a business plan that addresses questions like:

  1. Are you going to provide CRM consulting services by yourself or

  2. Hire employees, consultants or contractors to provide CRM services to clients through your business

Finally, consider using the power of the web, internet and social media to market your services.

This post answers a question on how to transition careers to CRM business analysis.

If you have a question or a challenge about your career, post it as a comment and I will answer it for you!


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Dear Kingsley,
I am strugging with the same problem of Sri, what we differ lies in the working experience as I have been working in the IT sales and business development roles for 10 years within which I spent 4 years focusing on the business application solutions such as Oracle ERP and Business Intelligence of other packages.
Leveraging by my undergraduate study in Marketing and being myself the user of of sales force automation, I believe CRM is the domain area I should further specialise. Here is my plain points,
- For the positions of junior CRM business analyst, will the employers prefer fresh graduates in computer science & IT to seasoned sales professionals without academic IT foundation?
- I can take the CRM certification course to enhance my knowledge yet it seems the employers only value candidates with field experience with certification but not certification only.
I am also very interested in the free coaching session on \"How You Can Transition To A CRM Business Analyst Career\" and wonder if I can join as well.
Looking forward to hearing from you.
Best regards,
I have a Master's Degree in Biotechnology And Chemical Sciences In USA...
Recently I underwent a Business Analyst Coaching...After attending the BA classes, I have learnt there are so many domains.I want to pursue BA career in a Pharmaceutical/healthcare domain
My question is
How do I go about mastering the BA with respect to pharma/healthcare domain?
Aruna:\n\nI would be glad to answer your questions ... yes the business analyst job market is fragmented and at the moment, there are several domains available to business analysts.\n\nThere are career paths for business analysts:\n\n1. The IT Business Analyst Career Path\n2. The Domain Business Analyst Career Path\n\n Before jumping into the Pharma / Healthcare domain question, let me ask you:\n\nWhy do you think that you're best suited for a career in Pharma / Healthcare?
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I am an experienced Java developer (3 yrs) and I want to make a career as BA.
I don't have much experience in Requirement gathering, so I would like to go for CRM BA.
Please guide me on how can change my career.
I hold an an MCA (Master of Computer Application).
How To Start a CRM Business Analyst Career? Evaluate the different CRM applications in the marketplace including the free ones and then choose the one that you are interested in.\n\nEvaluate by reviewing the market demand for the applications, their learning curve, and the number of job postings on places like for these specific applications.\n\nThen choose the CRM application that best suites your preferences.\n\nWhatever you do, make sure that you learn Requirements Analysis as well ... because you can't get away from that as a business analyst!
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I have been interested in Business Analysis ever since i found out about the function of an Analysis.
I have geared my education around the ideal, I have a BS in Computers and Information Systems with Minor in Business Administration.
I have a MA in Information Technology Management and I'm 7 months away from my MBA.
I have been doing System Engineering and integration support for a big Defense program for the last five years and now i really want to follow my dream of being a BA consultant.
I feel like I haven't been able to start a BA career because of the lack of experience with Peoplesoft, SAP, etc.
How do gain that hands-on domain experience without first getting a full-time job?
What other advice would you give me on becoming a BA?
The number one reason why you have not been able to get a business analyst job is that you still haven't learned business analysis inspite of your meaningful educational accomplishments.
An MA in Technology Management, an MBA, a Computer Science Degree or a Business Administration Degree will not teach you Business Analysis.
These are very good educational qualifications but don't make the mistake of assuming that your educational qualifications meets teh requirements of learning business analysis ... because they don't!
Business Analysis is its own body of knowledge and it is separate from what you will learn from college. It is the same mis-conception that programmers have about getting a computer science degree which does not necessarily teach you programming in .NET Development or SQL Server Database Programming.
Start by actually listing out the skills, technologoies, techniques, Roles and Responsibilities of a Business Analyst.
After you have done that, next identify those business analysis skills or techniques that you have learned by virtue of your MA Program ... this will in most likelihood be a fraction of what you need to learn,
Next, go ahead and close the skills gap by learning the missing business analysis skills or body of knowledge through self-study or through a business analysis training provider.
Only after you accomplish all these should you focus on getting business analysis experience :-)
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Hello - I am already a seasoned IT professional BA but don't have SFDC experience and which is what I want to do in my next career path.
I did speak to several IT recruiters and others and they indicated that being certified is an advantage but not an absolute in getting in and I have been studying on my own since the course are really expensive.
Any suggestions or ideas or comments you can give me an insight would be very valuable to me.
Networking is out of the question too since I don't know anyone working in SalesForce so you can see my dilemma here.
Thank you !
San Mateo, California
SalesForce comes in different packages.
There is the SalesForce package that can be installed locally on your desktop and then is the SalesForce that is on-demand.
What you really need to do is install SalesForce locally and then learn everything about it.
I have a few questions for you about your SalesForce career:
When you say that SalesForce courses / CRM courses are expensive, which SalesForce courses are you referring to?
When you say that you are studying salesforce on your own, what program of study are you following? How do you know what to study or what not to study?
In terms of learning salesforce, are you interested in SalesForce development or SalesForce implementation only or \"what area of SalesForce are you planning to focus on?
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