Tanish Kumar

About Tanish Kumar

Results-driven ERP & CRM Functional Consultant with 4+ years of experience delivering end-to-end CRM, ERP, and Warehouse Management System (WMS) implementations across Healthcare, Construction, Logistics, Life Sciences, and Asset Management domains. Currently leading LeadSquared CRM implementation, focusing on requirement gathering, workflow automation, system configuration, integrations, and optimizing lead lifecycle management to improve operational efficiency and conversion performance.Previously worked as a Functional Consultant at Nway Technologies, delivering ERP solutions in the construction domain, and as a Business Analyst at BatchMaster Software, contributing to ERP and WMS implementations for logistics clients.Core expertise includes CRM implementation (LeadSquared, Zoho CRM), ERP consulting, SAP Business One, WMS, Agile methodologies (Azure DevOps, TFS), SQL, UAT, and business process optimization.Focused on delivering scalable, business-aligned solutions and open to senior ERP/CRM Functional Consultant roles. t••••••••@gmail.com +91••••••••34

Experience

1. Implementation Specialist

   LeadSquared

   Jun 2025 — Present

   Led end-to-end implementation of LeadSquared CRM for healthcare clients, covering requirement gathering, system design, configuration, deployment, Go-Live, and Hypercare support. • Successfully delivered full CRM implementation for Ivologist Weight Loss Center, managing the complete lifecycle from business requirement analysis to production deployment and post-Go-Live optimization. • Configured lead capture channels including website forms, landing pages, Facebook Lead Ads, referral sources, and third-party integrations. • Designed and implemented complete patient lifecycle workflows, lead pipelines, referral management workflows, and lead scoring models to improve conversion and operational efficiency. • Built automation workflows including lead assignment rules, follow-up automation, task scheduling, email automation, and patient engagement processes.• Integrated RingCentral telephony for click-to-call functionality, automatic call logging, and activity tracking within CRM. • Configured email and SMS integrations to enable automated patient communication, appointment reminders, and follow-up campaigns. • Implemented AdvancedMD integration, enabling appointment synchronization, patient data mapping, and seamless operational workflow between systems. • Developed custom dashboards, analytics reports, and SIERRA reports to support business intelligence, performance monitoring, and management decision-making. • Created and optimized mobile CRM workflows to enhance productivity of sales and patient coordination teams. • Prepared user manuals, SOW documentation, and conducted user training sessions for sales, operations, and patient coordination teams. • Implemented patient onboarding workflows, referral workflows, and operational pipelines for hospitals including SRM Hospitals and Child Care Hospital (India).

Education

• SRM IST Chennai

  Bachelor of Technology (B.Tech.), Civil Engineering

  2014 — 2018

• Victoria University

  Masters in Business Analytics Professional, Business Analytics

  2019 — 2020

• Vidhya Bhavans Public School

  SENIOR SCHOOL CERTIFICATE EXAMINATION, 2013, Higher Secondary Studies

  2012 — 2013

• Vidhya Bhavans Public School

  Certificate of Continuous and Comprehensive Examination, Secondary School of Examination

  2009 — 2011

• Ganpat University

  MMS-BA, Masters In Management Studies in Business Analytics

  2019 — 2021

Skills

• Public Speaking
• Autocad