Sheetal Bahl
HOBOKEN
NEW JERSEY
PHONE: 551-***-****.
EMAIL: *******.*******@*****.***
WORK HISTORY TILL DATE
Organization : Cipher Dynamics IT Solutions Pvt. Ltd.
Title : CRM Team Leader
Experience : 1 Yr
Organization : Religare Technova
Title : CRM Solutions Architect
Experience : 1 yr
Organization : Grapecity India Pvt. Ltd.
Title : CRM Consultant
Experience : 2 yrs
PROJECTS UNDERTAKEN
1). Tinius Olsen CRM Implementation – Microsoft Dynamics CRM 4.0
Project description: Founded in 1880, Tinius Olsen is the leading specialist manufacturer and supplier of
static tension and/or compression materials testing machines around the globe. Its machines are designed for
use in Research and Quality Control to measure material’s strength and performance. Using Tinius Olsen
equipment it is possible to perform such tests on raw materials such as metals, polymers, textiles, rubbers,
adhesives, food as well finished components Tinius Olsen engaged InterDyn AKA (“AKA”) to develop and
implement a complete Customer Relationship Management (“CRM”) system to manage their interactions
among prospects, clients, vendors, common service providers,, and associated individuals. The envisioned
CRM system would be used by both the sales and the professional service teams to streamline operations by
unifying data and processes into a single platform. It is anticipated that the CRM system will reduce errors,
improve the quality of information, reduce redundant work efforts, simplify marketing list management, unify
data and, ultimately, provide better service at a lower cost. In addition there was a requirement to integrate their
existing ERP system Microsoft Dynamics CRM.
Role: Techno-Functional Consultant.
Responsibilities:
Creating a design for the application.
Customization/creation of Microsoft CRM entities and workflows.
Creation of custom Microsoft CRM Plug-ins.
Development of application for integration with Microsoft AX 2009 system.
Technologies: Microsoft CRM 4.0 SDK, SQL Server 2005 Microsoft Dynamics Axapta 2009.
Project Location: USA.
Development Model: Onsite.
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2). Rothstein Kass CRM Implementation – Microsoft Dynamics CRM 4.0
Project description: Rothstein Kass engaged InterDyn AKA (“AKA”) to develop and implement a
complete Customer Relationship Management (“CRM”) system to manage their interactions among prospects,
clients, vendors, common service providers,, and associated individuals. The envisioned CRM system would be
used by both the marketing and the professional service teams to streamline operations by unifying data and
processes into a single platform. It is anticipated that the CRM system will reduce errors, improve the quality of
information, reduce redundant work efforts, simplify marketing list management, unify data and, ultimately,
provide better service at a lower cost.
Role: Techno-Functional Consultant.
Responsibilities:
Creating a design for the application.
Customization/creation of Microsoft CRM entities and workflows.
Creation of custom Microsoft CRM Plug-ins.
Development of Microsoft .Net Web services for integration with Microsoft CRM 4.0
system.
Integration of the CRM system with existing sharepoint application enabling the creation
and updation of Sharepoint sites from within CRM.
Guiding development of Microsoft CRM 4.0 reports using Microsoft SQL 2005
Reporting Services.
Technologies: Microsoft CRM 4.0 SDK, Microsoft Office Sharepoint Server 2007, SQL Server 2005,
SQL Server 2005 Reporting Services.
Project Location: USA.
Development Model: Onsite.
Project duration / Team size: ongoing/ 4 people.
3). Aegon Religare CRM Implementation - Microsoft Dynamics CRM 4.0 (TITAN)
Project description: This was the Asia’s largest Microsoft CRM implementation. This solution has been
developed for an upcoming Life Insurance Group. The system provides following functionalities -
- Agent management
- Lead Management
- Business Hierarchy management
- Business Reporting
- Integration with 7 large systems built on different platforms like .NET, J2EE with MS Dynamics CRM
4.0.
Role: Solutions Architect.
Responsibilities:
Preparing demos for sales of this project.
Understanding requirements and creating a design for the application.
Customization/creation of Microsoft CRM entities and workflows.
Creation of custom Microsoft CRM Plugins.
Development of Microsoft .Net Web services for integration with Microsoft CRM 4.0
system.
Development of Microsoft .Net Windows services for regular automatic Bulk Import of
CSV files.
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Guiding development of Microsoft CRM 4.0 reports using Microsoft SQL 2005
Reporting Services.
Technologies: Microsoft CRM 4.0 SDK, SQL Server 2005, SQL Server 2005 Reporting Services
Project Location: Mumbai (India).
Development Model: Onsite.
Project duration / Team size: 9 months/ 5 people.
4). Baxter CRM Implementations - Microsoft CRM 3.0
Project description: This solution has been developed for a Global healthcare BPO to help them maintain
their records efficiently and to integrate CRM with the telephonic call records.
The system provides following functionalities -
- Patient management
- Doctor and Hospital management
- Call tracking and integration
- Business Reporting
Role: Team Lead.
Responsibilities:
Understanding requirements and creating a design for the application.
Customization/creation of Microsoft CRM entities and workflows.
Creation of custom Microsoft CRM Callouts.
Integration with AVAYA for call tracking in MSCRM.
Development of Microsoft CRM 3.0 reports using Microsoft SQL 2005 Reporting
Services.
Post-development support.
Technologies: Microsoft CRM 3.0 SDK, SQL Server 2005, SQL Server 2005 Reporting Services
Project Location: Gurgaon (India).
Development Model: Onsite.
Project duration / Team size: 3 months/ 3 people.
5). iPartner (Partner Vendor Risk Management Program) - Microsoft CRM 3.0
Project description: This system is currently being developed for Aliquin Technologies Inc. USA. The
iPartner solution manages Partner/ Vendor and Asset information with a view to track and report security
and network vulnerabilities and hence ensuring that their managed Assets are compliant with Windows Live
Security policies and practices.
The system provides following functionalities -
- Partner/ Vendor and Contact management
- Asset management
- Bulk import of Partner/ Vendor, Contact and Asset information
- Integration with existing scanning and ticketing systems
Responsibilities:
Understanding requirements and creating a design for the application.
Customization/ creation of Microsoft CRM entities and workflows.
Creation of custom Microsoft CRM Callouts.
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Development of Microsoft .Net Web services for integration with Microsoft CRM 3.0
system.
Development of Microsoft CRM 3.0 reports using Microsoft SQL 2005 Reporting
Services.
Technologies: Microsoft CRM 3.0 SDK, ASP .Net Application & Web-Services, SQL Server 2005, SQL
Server 2005 Reporting Services
Project Location: USA.
Development Model: Offshore
Project duration / Team size: 1 Year/ 7 people.
6). Pivotal CRM implementation for Insightful US
Project description: Implementation of complete Pivotal CRM system for the sales, marketing and
support team at Insightful US. The project involved customizing the CRM system and integrating it with an
ERP and a License management system.
Responsibilities:
Development of .Net Web Services as Interfaces to the Pivotal system
Development of .Net app server rules for extending business logic on Pivotal Business Server.
Technologies: ASP .Net Web-Services, Microsoft .NET Framework 2.0, IIS6.0, Pivotal 5.1–Active Access
Project Location: USA.
Development Model: Offshore.
Project duration / Team size: 4 months/ 9 people.
7). GrapeCity Helpdesk Customer Service Portal - Microsoft CRM 3.0
Project description: Implementation of service module with incident and knowledge base management
functionalities for the Network team at GrapeCity India
A self service portal was developed and integrated with the CRM system where employees can create /track
cases and search knowledge base articles.
Responsibilities:
Understanding application requirements and design.
Customizing Microsoft CRM entities and workflows.
Development of a service portal integrated with Microsoft CRM 3.0 system.
Technologies: Microsoft CRM 3.0 SDK, ASP .Net Application & Web-Services, Microsoft .NET
Framework 1.1, IIS6.0
Project Location: In-house.
Development Model: Onsite.
Project duration / Team size: 3 months/ 3 people.
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TECHNICAL SKILLS
CRM Products: Microsoft CRM 3.0 / 4.0, Pivotal 5.7
Operating Systems: - Windows 2000/XP/2003, Windows CE 2003
RDBMS: MS SQL Server 2000, MS SQL Server 2005 Reporting Services.
Programming Languages: C, C++, C# .Net, VB .Net, ASP .Net
Development Tools: Visual Studio .Net 2003, 2005, 2008
Web Technologies: Active Server Pages .Net, Internet Information Server (IIS), AJAX
Other Technologies: Microsoft Office Sharepoint Server 2007
SUMMARY OF QUALIFICATIONS
Name of Examination Board/University Year Of Passing Percentage of marks
MCA GGSIPU, Delhi 2006 85% (Gold Medalist)
BCA Kurukshetra University 2003 70%
AISSE(XII) CBSE 2000 86.4%
AISSCE(X) CBSE 1998 76.8%
CERTIFICATIONS
Microsoft Dynamics CRM
Microsoft Dynamics CRM 3.0 Customization Exam
Microsoft Dynamics CRM 3.0 Applications Exam
Microsoft Dynamics CRM 4.0 Customizations Exam
INTERESTS
Meeting and interacting with people, driving, traveling and listening music.
STRENGTHS
Meticulous and analytical with positive attitude, a learner.
Sheetal Bahl
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