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
