Senior Zoho CRM Consultant

1 week ago

Bengaluru, Karnataka, India JOBATHON® Full time

Senior Zoho CRM Consultant

Job Summary:

We are seeking an experienced Senior Zoho CRM Consultant with 4+ years of hands-on experience in configuring, customizing, and managing Zoho CRM. The ideal candidate will be proficient in workflow automation, custom functions using Deluge, integrations, and analytics. This role requires a strong understanding of business processes and the ability to translate them into scalable CRM solutions that drive business efficiency.

Key Responsibilities:

CRM Configuration & Customization

  • Customize CRM modules, fields, layouts, and templates to align with business requirements
  • Configure and optimize sales pipelines
  • Design and implement workflow automation, including approvals and notifications
  • Develop custom functions using Deluge scripting

Integrations & APIs

  • Integrate Zoho CRM with third-party platforms such as Google Workspace, Office 365, and social media tools
  • Implement seamless integrations within the Zoho ecosystem (Books, Desk, Campaigns, etc.)
  • Utilize Zoho CRM APIs for custom development and advanced automation

Data Management

  • Perform data import/export for contacts, leads, and deals
  • Ensure data quality through cleaning and deduplication practices

User Management & Security

  • Manage role-based permissions and user access
  • Configure multi-currency and multi-language support for global usage

Analytics & Reporting

  • Build and manage custom reports and dashboards to track KPIs and performance metrics
  • Deliver actionable insights through CRM analytics to support data-driven decision-making
Required Skills & Qualifications:
  • 4+ years of experience working with Zoho CRM
  • Strong knowledge of Deluge scripting, automation workflows, and custom functions
  • Proven experience with CRM integrations, APIs, and the broader Zoho suite
  • Solid understanding of CRM data management and security best practices
  • Strong analytical, problem-solving, and communication skills
  • Ability to collaborate with cross-functional teams and work independently

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