Pritam Mistry

Oversaw CRM implementations and API integrations while driving business analysis, requirement gathering, and project documentation. Developed software specifications, supervised testing phases, delivered product training, and designed data visualization dashboards to enhance decision-making.

• Worked 2 years as a consultant with Goavega Software India Pvt. Ltd. on LeadSquared CRM projects before transitioning to direct payroll with LeadSquared (MarketXpander Services Pvt. Ltd.) for the subsequent 2 years.
• Directed end-to-end CRM implementation projects across industries, applying Hybrid SDLC methodologies to optimise workflows, automate processes, and improve operational efficiency.
• Configured CRM systems with advanced automation, custom modules, and role-based permissions to enhance user engagement and scalability.
• Integrated LeadSquared APIs and third-party systems, streamlining cross-platform operations and reducing manual effort.
• Gathered and analysed business requirements through workshops and stakeholder interviews, creating detailed BRD/SRS/FS documentation aligned with client needs.
• Improved platform stability by accelerating UAT cycles, managing functional testing, and collaborating with product and QA teams to resolve high-impact issues.
• Designed KPI dashboards in Sprinkle and Siera, enabling real-time monitoring, reporting, and executive decision-making.
• Delivered targeted CRM training and adoption sessions via Teams, Meet, and Zoom, ensuring effective onboarding and maximising ROI.
  

Achievements:

• Successfully led 70+ CRM implementation projects across real estate, healthcare, automotive, and subscription industries.
• Improved operational efficiency by 20% and reduced project delivery timelines by 25%.
• Boosted productivity by 45% through API-led integrations.
• Increased CRM adoption by 30–90% across clients through structured training and support.
• Contributed to 10–15% quarterly MRR growth for LeadSquared by driving client success and long-term retention.

• Identified consumer interests and key market identifies for new accounts.
• Developed working relationships with partners to merge and exchange consumer information and marketing data.
• Assisted with creating scripts and responses for consumer interaction.
• Completed product registrations, warranty documentation and post-sale consumer surveys.

• Maintained current knowledge of applicable sales and product changes in order to provide best possible service for all customer needs.
• Listened to customer details and offered matching solutions to meet wide range of requirements.
• Increased sales by offering advice on purchases and promoting additional products.
• Responded to in-person and telephone requests for information about company offerings.

• Established and maintained highly effective relationships with clients and industry partners to drive growth.
• Negotiated client contracts and agreements to cultivate profitable business transactions.
• Communicated directly with customers and partners to build strong business networks and relationships.
• Developed, maintained and utilized diverse client base.

• Resolved issues quickly to maintain productivity goals.
• Established clear priorities and production quality standards.
• Trained staff of direct labor employees to perform assembly and manufacture of specified products.
• Accomplished targets and met demand by assessing equipment performance, reviewing materials supplies, and organizing manpower.