Job
Description
Job Summary: We are seeking an experienced and skilled Zoho CRM Specialist with 5-6 years of hands-on experience to join our dynamic team. As a Zoho CRM Specialist, you will be responsible for managing, customizing, and optimizing our Zoho CRM to enhance the effectiveness of sales, marketing, and customer service processes. The ideal candidate will possess in-depth technical expertise in Zoho CRM, have experience in system integration, and be able to collaborate with cross-functional teams to improve CRM usage and adoption. Key Responsibilities: Zoho CRM Customization & Configuration: Customize Zoho CRM modules (Leads, Accounts, Contacts, Opportunities, etc.) based on business requirements. Create custom fields, layouts, and reports to ensure efficient CRM usage. Develop automated workflows, process management rules, and email alerts to improve business processes. Data Management & Integration: Import, export, and manage data within Zoho CRM, ensuring data quality and consistency. Integrate Zoho CRM with other third-party applications and tools, including marketing, finance, and ERP systems. Set up and maintain Zoho CRM integrations with email, calendar, and other business systems. User Training & Support: Provide end-user support to resolve CRM-related issues and queries. Train sales, marketing, and customer service teams on Zoho CRM best practices and new features. Create and maintain user manuals, training materials, and FAQs. Reporting & Analytics: Build and manage custom reports and dashboards to track sales performance, lead conversion, and customer engagement. Analyze CRM data to provide insights and recommendations for business growth and improvement. System Optimization & Maintenance: Continuously monitor and optimize CRM system performance to improve user experience and data accuracy. Conduct system updates, troubleshoot errors, and ensure data backup procedures are in place. Work with internal teams to define and implement new CRM features and improvements. Project Management: Work closely with the project management team to implement Zoho CRM-related projects on time and within budget. Ensure smooth rollouts of new Zoho CRM versions, updates, and features. Requirements Bachelors degree in business administration, IT, or a related field (or equivalent experience). 5-6 years of hands-on experience working with Zoho CRM or similar CRM platforms. Strong experience in Zoho CRM customization, configuration, automation, and integration. In-depth understanding of sales, marketing, and customer service processes. Experience with Zoho Analytics, Zoho Reports, and other Zoho products is highly preferred. Proficiency in data management, report creation, and data visualization. Knowledge of CRM-related integrations (API, webhooks, third-party tools, etc.). Ability to handle multiple projects simultaneously while meeting deadlines. Strong communication and interpersonal skills with the ability to collaborate with cross-functional teams. Certifications in Zoho CRM or Zoho Creator (optional but preferred). Desired Skills: Strong problem-solving and troubleshooting skills. Familiarity with workflow automation and business process optimization. Experience with data migration and CRM system implementation.
