Zoho CRM Executive

Roles and Responsibilities

• Configure, customize, and maintain Zoho CRM to meet business requirements
• Create and manage custom fields, modules, layouts, and workflows
• Set up and maintain sales pipelines, stages, and forecasting models
• Implement and maintain data validation rules and automation
• Import, export, and migrate customer data while ensuring data integrity
• Create and maintain custom reports and dashboards for sales team
• Design and implement sales process workflows and automation rules
• Create email templates, document templates, and approval processes
• Set up and customize Zoho Marketing Automation system for lead nurturing and campaign management
• Configure integration with other business applications (email, marketing tools, etc.)
• Gather feedback and implement system improvements

Required Skills & Qualifications

• 1+ years of hands-on experience with Zoho CRM platform
• Strong understanding of CRM concepts and sales processes
• Experience with Zoho CRM modules: Leads, Contacts, Accounts, Deals, Activities
• Proficiency in creating custom fields, workflows, and automation rules
• Knowledge of data import/export processes and data management
• Experience with Zoho CRM reporting and dashboard creation
• Experience with Zoho Marketing Automation setup, campaign creation, and lead scoring configuration
• Experience with Zoho integrations (Zoho Mail, Zoho Campaigns, Zoho Desk)
• Basic understanding of APIs and third-party integrations
• Familiarity with email marketing integration
• Basic knowledge of HTML for email templates (preferred)
• Strong analytical and problem-solving abilities

Job Type: Full-time

Pay: ₹10,000.00 - ₹18,000.00 per month

Schedule:

• Day shift

Experience:

• CRM ZOHO: 1 year (Preferred)

Work Location: In person