About the job
Key Responsibilities:
- Feature Configuration: Ensure precise configuration of all Zoho CRM features and settings tailored to client requirements.
- Field & Module Creation: Design and implement custom fields and modules in Zoho CRM, adapting the system to client specifications.
- Zoho App Integration: Seamlessly integrate various Zoho applications to enhance workflow efficiency.
- Data Import: Accurately import client data into Zoho CRM, maintaining data integrity.
- Workflow Rules: Develop and execute workflow rules to automate business processes within Zoho CRM.
- Automation Setup: Leverage Zoho's automation features to streamline tasks and boost operational efficiency.
- Weekly Monitoring: Regularly assess the CRM system to identify potential issues and optimize performance.
Requirements:
- Proven experience with Zoho CRM administration and configuration.
- Strong understanding of CRM workflows, fields, modules, and automation techniques.
- Familiarity with integrating Zoho applications and managing data imports.
- Proficient in creating and modifying workflow rules within Zoho CRM.
- Adept at troubleshooting and resolving CRM system issues.
- Exceptional attention to detail and organizational capabilities.
- Effective communication skills and ability to thrive in a remote team environment.
Preferred Qualifications:
- Prior experience working with Zoho CRM or similar platforms.
- Knowledge of automation tools and advanced workflow creation within Zoho.
- Basic understanding of data migration and integration techniques.
Technical and Work Environment Requirements:
- Internet Connection:
- Primary internet connection with a minimum speed of 15 Mbps.
- Backup internet connection with at least 10 Mbps.
- Backup connection must support work during outages.
Primary Device:
- Desktop or laptop with at least:
- Intel Core i5 (8th generation) or equivalent.
