Associate – Zoho

4 days ago

Gandhinagar, India DRC Systems Full time

Experience - 3 to 5 Years

Location : GIFT CITY, Gandhinagar

Qualification : B.Tech or B.E, B.C.A prior to M.C.A

Shift :

06:30 PM to 03:30 PM

Requirements

- 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.

Responsibilities

1. 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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