Zoho CRM Implementation Consultant

4 days ago

Greater Kolkata Area, India SAT Microsystems Full time

Company Description
SAT Microsystems is a leading IT Service Provider committed to reducing business costs and complexity in Saudi Arabia, UAE, and other countries.

With our expertise, hundreds of businesses worldwide rely on us to secure, manage, and support their IT operations.

We stay ahead of technology trends to help companies elevate their digitalization through managed IT services, infrastructure support, cybersecurity, and more.

Role Description
This is a full-time remote role for a Zoho CRM Consultant.

The Zoho CRM Consultant will be responsible for providing expert consulting services, managing business processes within Zoho CRM, and optimizing sales and customer relationship activities.

The role also includes training clients on best practices, customizing CRM setups, and integrating Zoho CRM with other business tools.

Job Summary
We are looking for a skilled Zoho CRM Implementation Specialist to lead the end-to-end deployment, customization, integration, and optimization of Zoho CRM for our clients.

The ideal candidate should have strong experience in CRM workflows, automation, blueprint design, data migration, API integration, and user training.

Key Responsibilities
Zoho CRM Implementation :

  • Plan, configure, and deploy Zoho CRM based on business requirements.
  • Customize modules, fields, layouts, validation rules, workflows, and automation.
  • Implement Blueprint, Command Center, and automation processes to streamline operations.
  • Set up roles, profiles, permissions, and data-sharing rules.

Customization & Automation

  • Create workflows, assignment rules, approval processes, and email automation.
  • Build dashboards, reports, KPIs, and analytics to track business performance.
  • Customize templates for emails, quotes, invoices, and proposals.

Data Migration & Integration

  • Conduct data cleansing, mapping, and migration from legacy systems into Zoho CRM.
  • Integrate Zoho CRM with :
  • Zoho Apps (Books, Desk, Campaigns, Inventory).
  • Third-party systems via API.
  • Webhooks, deluge scripts, and integrations tools (Zapier, Make, etc.)

Training & Support

  • Provide user training sessions, documentation, and onboarding assistance.
  • Offer L2/L3 support for CRM issues, enhancements, and feature updates.
  • Conduct periodic audits to ensure CRM performance and data accuracy.

Project Management

  • Work closely with stakeholders to gather requirements and translate into CRM solutions.
  • Develop implementation plans and timelines.
  • Perform testing, UAT sessions, and ensure smooth go-live.

Required Skills & Qualifications

  • Bachelors degree in IT, Computer Science, Business, or related field.
  • 2- 6 years of experience in Zoho CRM implementation.
  • Strong understanding of sales processes, marketing automation, and customer lifecycle management.
  • Hands-on experience with :
  • Zoho CRM customization.
  • Deluge scripting.
  • Blueprint & automation.
  • API integrations.
  • Strong analytical, troubleshooting, and communication skills.

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