ERP & CRM Functional Consulting – Expert Project Leadership from Start to Success
At Sita Infobytes, we offer end-to-end functional consulting and program management for ERP and CRM implementation projects. Our focus is to bridge the gap between business teams and technical implementers — ensuring your ERP/CRM rollout is aligned with strategic goals, completed on time, and delivers measurable results.
With deep experience in Odoo ERP, Salesforce CRM, and Vtiger CRM, we act as your trusted advisor and program lead — guiding your team through every phase of the implementation journey.
🎯 What We Do as Functional Consultants
✅ Requirements Gathering & Business Process Mapping
We work closely with department heads and stakeholders to understand business processes, identify gaps, and translate them into detailed functional requirements for the implementation team.
✅ Vendor/Partner Coordination
We liaise between your internal team and technical vendors — ensuring clear communication, aligned timelines, and accountability at every step of the project.
✅ Project Planning & Execution Oversight
As experienced program managers, we define the roadmap, set milestones, manage risk, and ensure your ERP/CRM implementation stays within scope, time, and budget.
✅ User Acceptance Testing (UAT) & Training Coordination
We help build test cases, validate functionalities, and coordinate training to ensure users are equipped and confident to adopt the system post go-live.
✅ Change Management & Adoption
We manage organizational change with structured rollout plans, user feedback loops, and effective communication strategies to maximize adoption and minimize resistance.
🧩 Platforms We Specialize In
- Odoo ERP (Sales, Finance, Inventory, HR, Manufacturing, Projects)
- Salesforce CRM (Sales Cloud, Service Cloud)
- Vtiger CRM (Lead Management, Email Campaigns, Support Desk)
💡 Why Choose Sita Infobytes for ERP/CRM Functional Consulting?
- 🎓 Business + Tech Alignment: We translate business needs into actionable system designs — without the technical jargon.
- 🧭 Independent Guidance: We act in your best interest, not the vendor’s — helping you make informed decisions.
- 📋 Structured Project Management: Certified expertise in managing agile and waterfall ERP/CRM rollouts.
- 🧠 Domain Knowledge: 20+ years of IT experience across industries like Manufacturing, IT Services, Retail, and Education.
- 🗺️ Global Delivery Experience: Proven success with remote teams and international implementations.
🛠 Our Functional Consulting Process
- Discovery & Business Process Mapping
- Requirement Specification & Solution Fitment
- Vendor Coordination & Configuration Oversight
- Testing, Training & Change Management
- Go-Live Readiness & Post-Launch Review
✅ Plan, Lead & Succeed with the Right ERP/CRM Strategy
ERP/CRM success is not just about the software — it’s about getting the right functional roadmap and team alignment. Let Sita Infobytes guide your project as a strategic partner and program lead.
📩 Contact us today to discuss your ERP or CRM initiative and get expert consulting support.