Zoho CRM Consultant

2 weeks ago

Coimbatore India Winfomi Full time

Job Description Job Description We are looking for a skilledZoho CRM Consultant / Zoho Solutions Specialistwho can lead end-to-end consulting, implementation, andcustomisationprojects across Zoho CRM, Zoho One, and Zoho Creator. The ideal candidate will understand business processes deeply, propose the right Zoho solutions, and deliver high-quality implementations aligned withWinfomi'sstandards of trust, quality, and long-term customer value. Key Responsibilities Consultation & Requirement Analysis - Engage with clients to understand business needs and translate them into Zoho solutions. - Propose process improvements and best practices within the Zoho ecosystem. - Prepare solution blueprints, effort estimations, and implementation plans. Zoho CRM Implementation &Customization - Configure modules, layouts, workflows, automations, assignment rules, blueprints. - Implement validation rules, scoring rules, approval processes, and automation logic. - Set up integrations within Zoho ecosystem (Zoho Desk, Books, Campaigns, Sign, etc.). Zoho Creator & Zoho One Ecosystem - Build custom apps in Zoho Creator using Deluge scripting. - Configure Zoho Oneapplicationsas per business workflows. - Integrate Zoho apps using APIs, webhooks, and Deluge functions. Technical Execution - Manage data migrationimports, mapping, cleansing, deduplication. - Create dashboards, reports, and analytics for business insights. - Build custom functions, widgets, and extensions whererequired. Client Engagement & Delivery - Conduct UAT sessions, training, and post-go-live support. - Communicate progress clearly with stakeholders. - Ensure project delivery with quality, ownership, and customer success mindset. Required Skills & Experience - 25 years of hands-on experience inZoho CRMimplementation. - Strong knowledge ofZoho One ecosystemand cross-app collaboration. - Experience inZoho Creator, Deluge scripting, workflows, and custom apps. - Good understanding of sales, marketing, support, and operations processes. - Ability to gather requirements, design solutions, and drive end-to-end delivery. - Experience in API-based integrations and custom functions. - Strong communicationandclient-handlingcapabilities. - Certifications in Zoho (preferred but not mandatory). What We Value (Aligned toWinfomiCulture) - Honesty, humility, anda strong senseof ownership. - Loyalty and long-term mindset. - Empathy and clear communication with clients. - Alignment toWinfomi'sculture of trust, innovation, and customer success.

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