CRM Solutions Architect

POSITION DETAILS:
Position Title:

CRM Solutions Architect

Established in 1982, Bytes has grown rapidly and now employs over 800+ people across 6 locations in the UK and Ireland. Our turnover in Financial Year 2024 was in excess of £2bn. We work with SME’s, corporates and public sector organisations to modernise and digitally transform their IT infrastructures.

We invest in our employees through on-going support, training and advice to help them achieve their career aspirations, rewarding success both financially and personally. There is opportunity to grow and move internally which can be seen through our long-standing employees who have developed existing and new skills to move into senior positions in the organisation leaving space for new team members to begin their journey.

• Over 800 staff (plans to double in size over the next 5 years)
• Operating from modern, hybrid working environments with offices in Leatherhead, Reading, London, Manchester, Port Solent and Dublin.
• Winners of an array of industry awards
• Sunday Times Top 100 Best Places to Work
• Excellent training and career prospects offered
• Fantastic office with gym, canteen, open plan, smart casual dress code, regular incentives and company events
• Supporters of 85+ charities with strong commitment to diversity and sustainability

We are seeking a CRM Solutions Architect to join our Enterprise Architecture team at Bytes as we transform our customer and sales processes. This role focuses on modernising our use of Microsoft Dynamics 365 CRM and integrating an off-the-shelf CPQ (Configure, Price, Quote) tool to streamline how we configure and price deals. It is pivotal in enabling our next phase of growth, ensuring sales operations (pre-sales activities) are efficient, scalable, and digitally enabled.

You will analyse and redesign core customer-facing processes to maximise the capabilities of Dynamics 365 and the new CPQ system; acting as the bridge between Sales, Pre-Sales, IT, Finance, and Operations, you will ensure our sales workflows evolve in line with modern best practices and integrated system capabilities. In addition, this position offers a clear career path towards future ownership of Bytes’ pre-sales business systems – a successful candidate can grow to lead and oversee all pre-sales systems (like CRM and CPQ) across the organisation.

• Define and execute the CRM/CPQ strategy: Develop a roadmap for modernising Dynamics 365 CRM and implementing the CPQ solution, aligned with enterprise architecture principles and the company’s business objectives. Continuously refine this roadmap to adapt to emerging needs and technologies.
• Optimise and modernise CRM processes: Analyse, document, and re-engineer existing CRM workflows (e.g. sales pipeline, opportunity management) to align with industry best practices and eliminate legacy inefficiencies. Ensure new processes reduce manual effort and improve data accuracy.
• Integrate CPQ with CRM: Architect and oversee the integration of the chosen CPQ tool with Dynamics 365 CRM, designing end-to-end quote-to-cash processes. This includes product configuration, pricing and discount logic, approval workflows, and contract generation – all within a seamlessly integrated system
  1. Ensure that sales teams can generate quotes and proposals quickly and accurately through the CRM.
• Deliver measurable improvements: Lead the delivery of CRM and CPQ enhancements on time and within scope. Success is measured by faster quote turnaround times, reduction in errors (e.g. pricing or configuration mistakes), and high user adoption of new features. Establish KPIs to track these improvements (for example, quotation cycle time, conversion rates).
• Translate business requirements into solutions: Work closely with sales, pre‑sales and finance stakeholders to gather requirements and translate them into CRM/CPQ system capabilities. For example, implement automated pricing rules or approval hierarchies in the CPQ tool that reflect the business’s commercial policies.
• Enterprise alignment and integration: Partner with Enterprise Architects and IT to ensure CRM/CPQ changes…