zoho CRM Specialist

3 weeks ago

Chennai, India INBOXIST Full time

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

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