Zoho Consultant

3 weeks ago

Pune, India Invimatic Technologies Pvt Ltd Full time

About the Role:

We are looking for a Zoho Consultant to design, implement, and optimize Zoho applications (CRM, SalesIQ, Campaigns, Analytics, Desk, Projects, and more). The consultant will serve as a subject matter expert, ensuring that our Zoho ecosystem supports business growth, sales productivity, and operational efficiency.

Key Responsibilities:


• Work with stakeholders to gather business requirements and map them to Zoho solutions.


• Implement, customize, and integrate Zoho apps (CRM, SalesIQ, Marketing Automation, Desk, Books, etc.).


• Automate workflows, design blueprints, and create custom modules.


• Integrate Zoho with third-party tools via APIs, webhooks, and marketplace connectors.


• Build dashboards, reports, and analytics for actionable insights.


• Provide user training, documentation, and ongoing support.


• Stay updated with Zoho's latest features and suggest improvements to maximize ROI.

Required Skills & Experience:


• Proven experience (3–6 years) as a Zoho Consultant / Zoho Developer.


• Hands-on expertise in Zoho CRM Plus and other Zoho apps (Campaigns, Books, Creator, Analytics).


• Strong understanding of workflow automation, APIs, telephony and other integrations.


• Experience with CRM customization: fields, layouts, automation, scoring rules, territory management.


• Knowledge of sales and marketing processes, lead management, pipeline tracking.


• Strong problem-solving, documentation, and communication skills.

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