CRM Implementation Consultant

Project Overview

Our World Energy (OWE), a fast-growing solar energy company with 750+ employees, is preparing to launch a new CRM system build (estimated 816 months). To support this initiative, we are seeking a CRM Implementation Consultant to serve as a strategic advisor.

The consultant will assess OWE's current processes, guide leadership in selecting the right CRM solution, and develop a roadmap for successful implementation. This is not only about vetting vendors, it's about deeply understanding OWE's business needs and helping us choose and adopt a platformthat can serve us for years to come.

Scope of Work - The consultant will:

• Conduct a businessneeds assessment across key departments.
• Advise leadership on CRM platform selection aligned with scalability and long-term goals.
• Develop a high-level implementation roadmap (timeline, milestones, best practices).
• Provide training and guidance to ensure effective adoption.
• Support vendor evaluation, demos, and negotiations as needed.
• Troubleshoot system issues and perform real-time adjustments to ensure smooth functionality and user experience.
• Monitor system performance, data integrity, and security protocols post-implementation.
• Work closely with internal teams (IT, operations, finance) to gather requirements and ensure CRM solutions meet cross-functional needs.

Deliverables

• Needs assessment summary C recommendations
• CRM vendor evaluation C recommendation report
• Implementation roadmap with milestones
• Advisory input during planning and early rollout
• Training documentation or vendor negotiation support

Required Qualifications

• Proven expertise in CRM evaluation and implementation projects.
• Experience advising high-growth or mid-sized organizations (solar/energy industry a plus).

• Strong ability to align business needs with technology solutions.
• Excellent communication skills and ability to guide executive teams.

Engagement Details

• Structure: Independent Consultant
• Duration: 6 months, flexible part-time hours

Next Steps: Interested consultants or firms should submit:

• A summary of relevant CRM consulting experience
• Sample past projects/case studies
• Proposed approach to assessment and roadmap development
• Hourly or flat-fee proposal within budget