Associate – Zoho

3 weeks ago

New Delhi, India DRC Systems Full time

Experience - 3 to 5 YearsLocation : GIFT CITY, GandhinagarQualification : B.Tech or B.E, B.C.A prior to M.C.AShift :06:30 PM to 03:30 PMRequirements- Should has three years relevant experience. - Strong problem-solving skills and attention to detail. - Excellent communication and collaboration skills. - Experience in CRM Setup & Sales Pipeline Management. - Experience in Sales Performance Tracking. - Experience in setup Project Tracking & Management. - Act as the primary support resource for CRM Training & Onboarding. - Experience in Platform Optimization & Best Practices.Responsibilities1. CRM Setup & Sales Pipeline Management- Customize the Zoho CRM to reflect client’s unique sales process. - Configure lead management, deal stages, and pipeline flows. - Streamline conversion mapping and remove redundant stages. - Align pipeline design with sales forecasting and reporting needs. - Collaborate with sales leadership to ensure CRM supports team goals.2. Sales Performance Tracking- Build and maintain real-time dashboards using Zoho Analytics. - Track and report on KPIs including conversion rates, revenue, and team performance. - Support sales forecasting efforts and develop visual reports to guide strategic decisions. - Identify performance gaps and recommend data-driven improvements.3. Project Tracking & Management- Set up and manage Zoho Projects for cross-functional teams. - Create and maintain task timelines, calendar views, dependencies, and milestones. - Ensure project visibility and accountability across departments. - Support task assignment, permissions management, and timesheet logging.4. CRM Training & Onboarding- Deliver structured training sessions for new CRM admins and consultants. - Create user guides and onboarding materials using beginner-friendly tutorials and Zoho documentation. - Ensure smooth transition for new users into the Zoho environment. - Act as the primary support resource for CRM-related queries and guidance.5. Platform Optimization & Best Practices- Recommend and implement best practices for using Zoho CRM and Zoho Projects. - Stay up to date with new Zoho features and functionalities. - Offer continuous improvements to support process automation and reporting efficiency.

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