CRM Resume: Example, Writing Guide & Tips for All Levels

A happy customer is a returning customer, and no one takes better care of your client base better than you do.

Even if some of it is through automated management processes running the pipeline for you. Shame there’s no way of automating your CRM resume! 

There are a few necessary steps to take if you want to succeed in the hiring manager’s eyes. You’re about to learn how.

This guide will show you:

• A CRM resume example better than 9 out of 10 other resumes.
• How to write a CRM resume that will land you more interviews.
• Tips and examples of how to put skills and achievements on a CRM resume.
• How to describe your experience on a resume for CRM positions to get any job you want.

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Are you staring down the wrong pipeline? Check these articles out instead:

• Salesforce Resume Examples
• Salesforce Admin Resume Examples
• Salesforce Business Analyst Resume Examples
• Sales Manager Resume Examples
• Sales Representative Resume Examples
• Consultant Resume Examples
• Cloud Engineer Resume Example
• Business Resume Examples
• Marketing Manager Resume Examples
• Best Resume Examples for Every Job

CRM Resume Sample

This is how to write a great CRM resume, step-by-step:

1. Pick the Right CRM Resume Format

CRM experts interact with the customers to ensure full satisfaction using customer relationship management (CRM) software. They assess customer needs and measure success. Thus, a great CRM resume should prove efficient communication and ability to make process improvements.

So, let’s assume you send in a resume, and it flops.

Why?

Well, there could be many reasons, so let’s start with the basics: your resume formatting might need some work.

Here’s how to fix it:

• Include your current contact information at the top of your resume. You want them to have your return address, don’t you?
• Use reverse-chronological resume formatting. Though, just like with CRM platforms, there are many choices here, this one is simply the industry standard and remains a cut above the rest.
• Continue on with the theme of being client-forward (or in this case, recruiter-forward), and use aprofessional resume font.
• Divide your resume into parts, separating different sections with bold but clear headings.

Pro Tip: Naturally double, or even triple-check your resume for poor formatting and spelling mistakes. These things can break even the best-looking resume.

2. Introduce Yourself with a Neat CRM Resume Profile

You don’t have much time.

The customer—uhh, manager, is getting upset.

He looked at your resume, and it’s just fluff. A wall of text.

If you think he’s got time for that, you’re dead wrong.

Save on his frustration by crafting an adequate resume profile:

If you’re an expert in relationship management, summarize yourexperience in 1–2 sentences where you describe how many headaches you resolved and the satisfaction ratings (with numbers/percentages) you increased.

Freshers, career changers and those with >2 years should opt for a resume objective.Concentrate on your ambitions and how you would quickly adapt and learn to apply yourself as a customer relationship manager to ensure total satisfaction.

Read more: Resume Summary Examples & Tips

3. Mention Relevant Experience in the Work History Section of Your CRM Resume

For sure, you know about CRM best practices?

AgileCRM is probably your homepage, so of course, you do.

If you employ them daily, that’s great! Salesforce’s very own report has found that almost 90% of consumers will return if their customer service experience was positive.

“Positive customer service experience”? By gosh and by golly, that’s what you provide!

But if you awkwardly list that on your resume’s work experience section, it’s not going to pan out.

• Remember reverse chronology? Hopefully! List the current/last job first, and work your way back.
• Include job titles, company names, years spent working at each company, and up to 5 or 6 bullets listing your duties and responsibilities.
• Start each bullet point with a resume action word, like achieved, boosted, or managed, for maximum impact.

Pro Tip: How to turn a good resume job description into a great one? By using numbers! Numerical values and percentages make it way easier to relate to your past accomplishments.

4. Bring Education into the Fold on Your CRM Resume

You don’t learn about CRMs in school, so why bother mentioning education?

That’s the antithesis to a good CRM resume.

Education on your resume often ends up being the dark horse. You don’t expect it to do much, but it can swing things in your favor.

Improve your resume with a great education section

If you’re an expert at CRM-ing, list only:

• Your degree
• Year of graduation
• The name of the school/university

With less than 5 years of resolving customer problems, fill in the gaps with relevant coursework, your GPA score (if it was 3.5 or higher), student club memberships and diploma honors.

Creating a resume with our builder is incredibly simple. Follow our step-by-step guide and use content from Certified Professional Resume Writers to have a resume ready in minutes.

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5. Showcase Proper CRM Skills

Feast your eyes upon this sample list of CRM Skills:

CRM Resume Skills

• Communication Skills
• Innovative Strategies
• Customer Service
• Technical System Integration
• Data Analysis
• Purchasing Behavior
• Customer Development
• Market Analysis
• Help Desk Software
• CRM Software (Salesforce, MS Dynamics etc.)
• Working Under Pressure
• Front-End Supervision
• Interpersonal Skills
• Escalation Management
• Decision Making Skills
• Critical Thinking
• Product Knowledge
• Problem Solving
• Leadership Skills
• Client Support Tickets & Ticketing Systems
• Patience & Understanding
• Empathy
• Active Listening
• Cost-Reduction Strategies
• Management Skills

That’s perfect, right?

Except however tempting it may be, if you don’t tailor your resume skills section to the hiring manager’s expectations, you’re not going to go far either way.

Instead, scan the wording in the job ad to see what hard skills, soft skills, and technical skills they are looking for. Trust me, those are in there for a reason, not just put in randomly.

Pro Tip: While you’re at it, insert extra skills and abilities into your work experience section. It’s a double whammy of a tip, since an ideal skills section won’t exceed 10 skills, but in this way, you can kind of sneakily cheat the system.

6. Add Other Sections to Your CRM Resume

CRM positions need to show your propensity for handling customers in the best way possible.

That requires character and lots of empathy—that’s how you sort out even the toughest complaints, and that’s the entire objective of CRM.

A great example of showing that elsewhere, i.e., not through your skills or work experience, is through volunteer work. It fits the bill perfectly.

But not everyone is a volunteer, and that’s fine. There are other resume sections to consider adding as a way of distinguishing yourself from the rest.

And keep in mind, CRM systems are on the rise, meaning the numbers of candidates you’re up against will keep increasing for the foreseeable future.

Spice up your CRM resume with these extra sections:

• Language skills
• Freelance work
• Interesting hobbies
• Yourcertifications and licenses
• Personal projects

Read more: 50 Best Tips for Writing a Resume

7. Send a Cover Letter to Go with Your CRM Resume

In the modern professional landscape, a cover letter is an absolute necessity.

Confused?

That’s the simple reality—almost every other recruiter expects to see a letter attached to each resume.

But writing a cover letter is way less daunting of a task than dealing with a difficult customer over MS Dynamics 365 chat.

Start by formatting your cover letter. Use proper cover letter spacing and margins, and pick a professional cover letter font.

Then, do a little research to find out the name of the recruiter most likely to read your application. Address your cover letter directly to them—it’ll make you stand out in a positive way. 

Begin the cover letter with a bold and attention-grabbing statement to secure their attention. Use the middle to elaborate on your successes. And finally, end the cover letter by making an exciting offer and promise to reveal more during the interview.

Plus, all of that should not go past ~250 words in length. The ideal length for a cover letter is under one page. 

Plus, a great cover letter that matches your resume will give you an advantage over other candidates. You can write it in our cover letter builder here. Here's what it may look like:

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See more cover letter templates and start writing.

Thanks for reading. What do you think about this article? Still have questions about the proper way of listing CRM skills or job experience? Hit us up in the comments below!

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Sources

• 1. https://pipelinecrm.com/blog/crm-statistics/
• 2. https://www.linkedin.com/pulse/crm-market-share-research-report-2023-2030-wylhe/
• 3. https://www.technavio.com/report/saas-customer-relationship-management-crm-market-industry-analysis