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Zoho CRM Consultant

4 years

0 Lacs

India

Posted:6 days ago| Platform: Linkedin logo

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Skills Required

crm workflow automation analytics drive efficiency configuration customization design notifications scripting development data management export deduplication security support reporting reports metrics communication

Work Mode

On-site

Job Type

Full Time

Job Description

Zoho CRM Consultant Job Summary: We are seeking an experienced Senior Zoho CRM Consultant with 4+ years of hands-on experience in configuring, customizing, and managing Zoho CRM. The ideal candidate will be proficient in workflow automation, custom functions using Deluge, integrations, and analytics. This role requires a strong understanding of business processes and the ability to translate them into scalable CRM solutions that drive business efficiency. Key Responsibilities: CRM Configuration & Customization Customize CRM modules, fields, layouts, and templates to align with business requirements Configure and optimize sales pipelines Design and implement workflow automation, including approvals and notifications Develop custom functions using Deluge scripting Integrations & APIs Integrate Zoho CRM with third-party platforms such as Google Workspace, Office 365, and social media tools Implement seamless integrations within the Zoho ecosystem (Books, Desk, Campaigns, etc.) Utilize Zoho CRM APIs for custom development and advanced automation Data Management Perform data import/export for contacts, leads, and deals Ensure data quality through cleaning and deduplication practices User Management & Security Manage role-based permissions and user access Configure multi-currency and multi-language support for global usage Analytics & Reporting Build and manage custom reports and dashboards to track KPIs and performance metrics Deliver actionable insights through CRM analytics to support data-driven decision-making Required Skills & Qualifications: 4+ years of experience working with Zoho CRM Strong knowledge of Deluge scripting , automation workflows, and custom functions Proven experience with CRM integrations, APIs, and the broader Zoho suite Solid understanding of CRM data management and security best practices Strong analytical, problem-solving, and communication skills Ability to collaborate with cross-functional teams and work independently Show more Show less

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