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| CRM Consultant | | | Ref. Number: | CRM11380 | | |
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| Personal Information |
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| Education: | Bachelor Degree |
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| Date of Availability: | 1 months notice |
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| Current Position |
| Current Job Title: | CRM Consultant |
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| Preferred Position |
| Preferred Job: | CRM Technical Consultant |
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| Preferred Location: | No Preference |
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| Preferred Salary: | 20-40,000 $ |
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| Education | 2004 B.Tech (ECE) U.P. Technical University
2000 XII A.I.S.S.C.E. (XII) CBSE
1998 X A.I.S.S.E. (X) CBSE
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| Working Experience | Aug. 07 Till Date
Planman Technologies Pvt. Ltd.
Designation: Technical Specialist
Feb. 05 Jul. 07
GrapeCity India (Formerly Bunka Orient India)
Designation: Product Consultant
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Project name: iPartner (Partner Vendor Risk Management Program) - Microsoft CRM 3.0
Project description: iPartner solution is being developed for Aliquin Technologies Inc. USA for managing their Partner/ Vendor and Asset information.
The system provides following functionalities -
Partner/ Vendor and Contact management
Asset management
Bulk import of Partner/ Vendor, Contact and Asset information
Integration with their existing systems
Responsibilities:
1. Understanding requirements and creating design for the application.
2. Customization of Microsoft CRM Entities.
3. Creation of Microsoft CRM Callouts.
4. Development of custom Microsoft .Net web services and web pages for integration with Microsoft CRM 3.0 system.
Technologies used: Microsoft CRM 3.0 SDK, ASP .Net Application & Web-Services, SQL Server 2005, SQL Server 2005 Reporting Services
Project duration / Team size: 10 months / 7 people
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Project name: Pivotal customization for ITS, Dubai (UAE).
Project description: The project involved design and customization of an existing Pivotal system for a Telecom Service Provider.
Technologies used: Pivotal - Windows Client 5.1, SQL Server 2000, Crystal Reports 8.5.
Project duration / Team size: 3 months / 3 people
Project Location: Onsite - Dubai, U.A.E.
Responsibilities:
1. Worked on understanding the client requirements and designing the CRM system.
2. Customized eRelationship to provide various functionalities as per the requirements, including creating Forms and Agents
3. Developed Reports for the CRM system using Crystal Reports 8.5.
4. Performed customization reviews.
5. Preformed testing, bug fixing and preparing issue logs and release documentation.
6. Provided support to the client during UAT.
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Project name: Pivotal customization for Insightful Corporation (USA).
Project description: The project involved design and development of a new Pivotal system. The development also included development of web services and a web based interface over pivotal for interaction with an existing ERP system (Platinum for Windows). The web services were invoked by the ERP system to push system data into Pivotal system. Data was transferred in both directions in XML format. Pivotal .Net components were used to interact with the Pivotal database.
Technologies used: Pivotal - Rich Client 5.7, Pivotal - Business Server 5.7, Visual Studio .NET 2005, Visual Basic 6.0, VBScript, SQL Server 2000, Crystal Reports 10.
Project duration / Team size: 6 months / 7 people
Project Location: Offsite
Responsibilities:
1. Worked on understanding the client requirements and designing the CRM system and the Web Services.
2. Developed Web services for interaction with Pivotal system and ERP system.
3. Customized eRelationship to provide various functionalities as per the requirements, including creating Active Forms, Client Scripts, App Server Rules
4. Developed .NET Web Services and integrated them with Pivotal.
5. Developed reports for the CRM system using Crystal Reports 10.
6. Performed code and test case reviews.
7. Performed testing, bug fixing and preparing issue logs and release documentation.
8. Provided support to the client during UAT.
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Project name: Record Creation Wizard (Proof of Concept) - Microsoft CRM 3.0
Project description: The project was aimed at providing a wizard like feature in MSCRM to enable creation of records of specific entities in a faster manner. The project featured various ways in which records in the main enitity and the linked entities could be created in a faster manner.
In one approach, a wizard like feature was provided where various screens were created for the users to enter data. The users were just required to click Next and provide the required data.
In another approach, a single form was used to display the main entity record along with the linked entities records. Addition and Modification in the linked records was also allowed through the same page.
Responsibilities:
1. Client interaction for understanding requirements and creating design for the application.
2. Customization of Microsoft CRM Entities.
3. Creation of Microsoft CRM Callouts.
4. Development of custom Microsoft .Net web pages for integration with Microsoft CRM 3.0 system.
Technologies used: Microsoft CRM 3.0 SDK, ASP .Net Application, SQL Server 2005
Project duration / Team size: 3 months / 1 person
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Project name: GrapeCity Helpdesk Customer Service Portal - Microsoft CRM 3.0
Project description: The service module of Microsoft CRM 3.0 system was customized and extended for the Network team at GrapeCity India. An integrated custom website was developed with the CRM system that allows employees to create and track cases and search knowledge base articles.
Technologies used: Microsoft CRM 3.0, ASP .Net Application & Web-Services, Microsoft .NET Framework 1.1, IIS6.0
Project duration / Team size: 4 months/ 3 people
Responsibilities:
1. Understanding application requirements and design.
2. Customizing Microsoft CRM entities and workflows.
3. Development of custom ASP .Net web pages for the self service portal that was integrated with Microsoft CRM 3.0 system.
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Project name: Pivotal customization for ERG Transit Systems (USA), Inc.
Project description: The project involved customizing the existing Pivotal system and developing web services for cardholder web site. The web services fetched data from web site in XML format and performed operations with Pivotal system. It returned data to web site in XML format. Pivotal .Net components were used to interact with Pivotal database.
Technologies used: Pivotal - Rich Client 5.1, Pivotal - Business Server 5.1, Visual Studio .NET 2003, Visual Basic 6.0, VBScript, Oracle 9i, SQL Server 2000.
Project duration / Team size: 4 months / 8 people
Project Location: Offsite
Responsibilities:
1. Developed .NET Web Service and integrated it with Pivotal to meet a specific client requirement.
2. Customized eRelationship to provide various functionalities as per the requirements, including creating Active Forms, Client Scripts, App Server Rules
3. Performed code and test case reviews.
4. Setting up Oracle System for test environment (first person in Grapecity to configure Pivotal system with Oracle).
5. Performed testing, bug fixing and preparing issue logs and release documentation.
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Project name: Pivotal CRM implementation for Monsanto, Australia
Project description: To customize/implement Pivotal CRM and develop a website for agriculture compliance control for client in Australia. (https://macca.monsanto.com)
Technologies used: Pivotal - Rich Client 5.7, Pivotal - Business Server 5.7, Visual Basic 6.0, VBScript, SQL Server 2000, ASP.NET, Crystal Reports 10.
Project duration / Team size: 3 months / 6 people
Project Location: Onsite(one month Sydney, Australia) / Offsite(two months)
Responsibilities:
1. Held discussions with client for understanding client requirements and design analysis.
2. Customized Pivotal CRM to provide various functionalities as per the requirements.
3. Developed .NET Web Service and integrated it with Pivotal to meet a specific client requirement.
4. Performed code and test case reviews.
5. Involved in testing, bug fixing and preparing issue logs and release documentation.
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Project name: Good Work Information System (GWIS) Australia
Project description: To customize/implement a campaign management and event management system on Pivotal CRM for a client in Australia.
Technologies used: Pivotal - Rich Client 5.1, Pivotal - Business Server 5.1, Visual Basic 6.0, VBScript, SQL Server 2000, Crystal Reports 10
Project duration / Team size: 5 months / 4 people
Project Location: Onsite (Three months - Sydney, Australia), Offsite (Two months)
Responsibilities:
1. Held discussions with client in Australia for understanding requirements and design analysis.
2. Customized Pivotal CRM to provide various functionalities as per the requirements, including:
Creating Active Forms, Client Scripts, App Server Rules
Identifying Business Rules from Pivotal Agents, of existing WAM system and translating it to Rich Client.
3. Performed code and test case reviews.
4. Involved in testing, bug fixing and preparing issue logs and Release documentation.
5. Developed Reports for the CRM system using Crystal Reports 10. | |
| Other Skills | Certification:
Microsoft Dynamics CRM 3.0 Customization (94%).
Software Skills:
CRM - Microsoft CRM 3.0, Pivotal CRM 5.0/5.1/5.7
Languages - ASP.NET, VB.NET, C#, XML, VB 6.0
Databases - SQL Server 2000
Technologies - .NET Framework 1.1/ 2.0 |
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