Akshay Gulati

Salesforce Functional Consultant @ Tata Technologies | Business Requirement Analysis | Scrum , Agile | JIRA , Confluence | UAT, SIT | Sales Cloud, Service cloud | CRM,SAAS, ERP | Order Management | Salesforce Certified

Role
Functional Consultant at Tata Technologies
Location
Pune Division, MH, IN
LinkedIn followers
500 followers

About Akshay Gulati

I am a Salesforce Functional Consultant with 3+ years of experience delivering CRM…

Experience

  1. Functional Consultant

    Tata Technologies

    Jan 2024 — Present · Pune, IN

    As a Functional Consultant in the manufacturing domain, I work on building and optimizing the Dealer Management System (DMS) to support Order Management, Claims, and Service processes. My role involves bridging business needs and Salesforce CRM solutions through requirements gathering, process design, solution configuration, and UAT.Key Achievements & Responsibilities:Gathered and analyzed business requirements from stakeholders and SMEs; conducted gap analysis between current and target systems.Translated requirements into functional specifications, user stories, acceptance criteria, and process flow diagrams using tools like Mural, Draw.io, and Visio.Drafted BRD, FSD, and PFD documentation to secure stakeholder sign-off and guide technical delivery.Partnered with developers, architects, and project managers to design and validate Salesforce solutions, ensuring alignment with business needs.Performed Salesforce administration: user management, profiles, roles, permission sets, page layouts, approval processes, validation rules, custom reports, and dashboards.Configured Salesforce objects and process automation features to improve dealer and OEM operations across sales, service, and claims processes.Supported ERP, middleware, and government portal integrations, ensuring seamless data exchange and accurate business reporting.Authored and executed test cases, performed System Integration Testing (SIT), and facilitated User Acceptance Testing (UAT) with stakeholders.Managed JIRA scrum board and Confluence documentation, contributing to Agile/Scrum delivery cycles.Prepared release notes, supported change management, and delivered user training sessions across PAN-India dealerships.Tools & Technologies: Salesforce (Sales Cloud, Service Cloud, Flows, Validation Rules, Approval Processes), MuleSoft (MW Integration), Jira, Agile/Scrum, Visio, MS Office (Excel, PowerPoint).

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Akshay Gulati — Functional Consultant at Tata Technologies in Pune Division, MH, IN | Unifers