Zoho CRM Optimization Expert
2 days ago
Leegality, a pioneering Document Infrastructure Platform, is seeking an experienced Zoho Specialist to join its sales operations team. This role involves optimizing and managing the Zoho CRM system to ensure seamless sales processes, data tracking, and efficient prospecting, lead, and deal management.
About UsAs India's first Document Infrastructure Platform, Leegality has revolutionized the way 1500+ businesses complete paperwork. Our platform has been adopted by leading enterprises like HDFC, SBI Cards, Federal Bank, ICICI Lombard, Axis Finance, Tata Capital, as well as high-growth companies like Razorpay, Rupeek, Cars24, and Dunzo.
Our Employee Net Promoter Score of 97 makes us arguably the most employee-loved startup in the country.
The RoleWe are looking for an expert Zoho CRM manager to oversee the entire Zoho CRM system, ensuring it is properly configured and optimized to meet business needs. This involves working closely with the sales team to design and implement workflows that enhance the efficiency of sales activities, from lead management to deal closure.
The successful candidate will leverage their coding expertise to create custom solutions within Zoho CRM, including workflows, automation, scripts, custom modules, and structured processes with Blueprint. They will also stay informed and up-to-date on the full suite of Zoho products, evaluating their potential relevance and value for the company.
Key Responsibilities- Zoho CRM Management: Oversee the entire Zoho CRM system, ensuring it is properly configured and optimized to meet business needs.
- Sales Process Optimization: Work closely with the sales team to design and implement workflows that enhance the efficiency of sales activities, from lead management to deal closure.
- Custom Development: Leverage your coding expertise to create custom solutions within Zoho CRM, including workflows, automation, scripts, custom modules, and structured processes with Blueprint.
- Data Management & Reporting: Ensure accurate data tracking and management within the CRM, creating detailed reports and dashboards for monitoring sales performance.
To be successful in this role, you will need:
- Minimum of 2+ years of proven experience with Zoho CRM.
- Hands-on experience with coding and development within Zoho CRM (e.g., Deluge scripting, API integration, custom functions, and workflow automation).
- Strong understanding of sales processes and how to optimize them using CRM systems.
- Ability to work cross-functionally with sales, marketing, and customer success teams, as well as technical staff.
We offer a competitive salary of ₹12-15 lakhs per annum, depending on experience.
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