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Interview Assessment Notes
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1. Could you introduce yourself and tell us about you? Your current/recent jobs and employers? Previous companies and jobs?
She has 16 years of experience in project management and CRM systems, primarily in India. She began her career as a Project Management Officer at Larsen & Toubro Infotech before transitioning to Willis Towers Watson, where she spent nearly 13–14 years as a CRM MI/MIS Specialist.
During her tenure at Willis Towers Watson, she worked extensively with various CRM platforms, starting with Salesforce before the company migrated to Sales CRM, and later to Microsoft Dynamics CRM. As an admin license holder, she served as the primary point of contact for all business units regarding CRM-related queries and played a crucial role in CRM management and migrations across different platforms.
Her responsibilities included managing CRM processes, assisting sales teams with prospect conversion, client onboarding, and opportunity management, and generating marketing campaigns and leads within the CRM system. She also coordinated with research teams to ensure UK-registered company databases were updated accurately.
Additionally, she was responsible for creating and managing CRM licenses, user profiles, and database records, ensuring smooth system functionality. She conducted training sessions for multiple users on CRM best practices and was involved in generating MIS reports and dashboards to support business decision-making. Furthermore, she ensured compliance with KYC checks and data management protocols, playing a key role in optimizing CRM workflows and enhancing system efficiency across various departments.
2. What skill(s) / experience would you self-describe as strongest or specialist in?
She specializes in CRM systems, particularly in Microsoft Dynamics CRM, Sales CRM, and Salesforce, where she has extensive experience in managing, migrating, and optimizing CRM platforms for business operations. She has a strong background in sales process management, helping sales teams with prospect conversion, opportunity tracking, and lead generation within CRM systems.
Additionally, she excels in dashboard creation and data visualization, leveraging her expertise in Excel to build automations, reports, and MIS dashboards. Her ability to streamline data processing and workflow automation has significantly enhanced operational efficiency. With her deep understanding of business analytics and reporting, she plays a crucial role in providing data-driven insights to support decision-making.
3. Do you have XXXX (Key Criteria 1)? If so can you tell me more?
She has extensive experience with Sage CRM and Microsoft Dynamics CRM, along with a solid understanding of cloud-based systems such as SharePoint Online, Office 365, OneDrive, and Azure DevOps, which is a project management platform. Additionally, she is familiar with JIRA and Confluence, both widely used cloud-based tools for project collaboration and issue tracking.
While she was not directly involved in sales operations, she has deep knowledge of the sales process, including customer targeting, data acquisition, lead generation, and the bidding process. She worked closely with a research team that provided data to sales users, who then used it for client presentations and sales strategies. Her experience in CRM administration and automation played a crucial role in supporting sales teams by ensuring efficient data management, reporting, and system updates.
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Recruiters
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Employment Agency
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Silicon Valley Associates Recruitment.
907, 9th Floor, Silvercord Tower 2, Tsim Sha Tsui. Kowloon, Hong Kong
25F, Central Plaza, Xin Tian Di, Shanghai
Ubi TechPark #01-08, Singapore
Sunshine Technology & Innovation Centre, No.1003 Nanxin Road, Nanshan, Shenzhen
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Job-Seeker Agreement
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The Candidate has agreed that Silicon Valley Associates Recruitment may disclose their profile to potential employers for the purpose of seeking new employment.
Silicon Valley Associates Recruitment will never charge any fees from job-seekers.
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Employer Terms
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General Terms and Conditions apply to all requests, offers, and agreements regarding the provision of services, and are available upon request.
These can be sent to you on request or can be found on our website: svarecruitment.com.
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