Zoho CRM Consultant

Zoho CRM Consultant

Job Summary:

Senior Zoho CRM Consultant

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