Zoho CRM Consultant

5 hours ago

Coimbatore, Tamil Nadu, India Winfomi Full time ₹ 8,00,000 - ₹ 18,00,000 per year

Job Description

We are looking for a skilled 
Zoho CRM Consultant / Zoho Solutions Specialist
 who can lead end-to-end consulting, implementation, and customisation projects 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 with Winfomi's standards 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 One applications as per business workflows.
  • Integrate Zoho apps using APIs, webhooks, and Deluge functions.

Technical Execution

  • Manage data migration—imports, mapping, cleansing, deduplication.
  • Create dashboards, reports, and analytics for business insights.
  • Build custom functions, widgets, and extensions where required.

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

  • 2–5 years of hands-on experience in 
    Zoho CRM
     implementation.
  • Strong knowledge of 
    Zoho One ecosystem
     and cross-app collaboration.
  • Experience in 
    Zoho 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 communication and client-handling capabilities.
  • Certifications in Zoho (preferred but not mandatory).

What We Value (Aligned to Winfomi Culture)

  • Honesty, humility, and a strong sense of ownership.
  • Loyalty and long-term mindset.
  • Empathy and clear communication with clients.
  • Alignment to Winfomi's culture of trust, innovation, and customer success.

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