Zoho CRM Administrator (4-6 yrs)

Role Overview :

As a Zoho CRM Administrator, you will be responsible for implementing, configuring, and maintaining Zoho CRM and its integrations with other Zoho applications (Zoho Desk, Zoho Analytics, etc.

You will ensure that our CRM is tailored to our unique business processes and help us drive operational efficiency.

This role will involve regular updates, customizations, and ongoing improvements to the system, ensuring it remains aligned with business goals and optimizes sales, marketing, and customer service workflows.

Key Responsibilities :

1.Zoho CRM Implementation & Customization :

- Design, implement, and customize Zoho CRM to meet business needs and processes, including lead and deal management, customer segmentation, and automation.

- Customize CRM modules, fields, layouts, and workflows to ensure efficient operations.

- Implement and configure Zoho applications (Zoho Desk, Zoho Analytics, Zoho Projects, etc.) to ensure a seamless and integrated workflow.

- Develop custom reports, dashboards, and data views to facilitate actionable insights across teams.

- Automate business processes, such as lead scoring, task assignment, and follow-ups, using Zoho CRM's workflow automation tools.

System Maintenance & Optimization: - Regularly update and maintain Zoho CRM to ensure it is functioning at its best, including troubleshooting issues and implementing fixes.

- Monitor and manage data integrity by ensuring accurate data input, updating records, and archiving data when needed.

- Manage data migrations from other CRM systems to Zoho CRM, ensuring smooth transitions.

- Perform regular backups, upgrades, and updates to ensure system performance and security.

Integration & API Management :

- Integrate Zoho CRM with other internal tools and external platforms (e.g , Website, payment gateways, marketing platforms, etc.

- Work with APIs for advanced data synchronization between Zoho CRM and other systems.

- Ensure all integrations run smoothly and troubleshoot any issues that arise between platforms.

User Management & Training :

- Onboard new users to Zoho CRM, providing initial training and support.

- Create and maintain user manuals, guides, and training materials to help teams use the CRM effectively.

- Provide ongoing training and support to team members across different departments (sales, marketing, customer service).

- Set up user roles, permissions, and workflows to ensure appropriate access control and data security.

Performance Reporting & Analysis :

- Monitor key performance indicators (KPIs) related to CRM usage, such as lead conversion rates, customer satisfaction scores, and campaign effectiveness.

- Create detailed reports and dashboards to analyze sales performance, customer retention, and other business metrics.

- Provide actionable insights and recommendations for process improvements and system optimizations.

Continuous Improvement & Upgrades: - Stay up-to-date with Zoho CRM's latest features, best practices, and updates to ensure M2HSE Training leverages the most relevant tools.

- Proactively suggest and implement improvements based on business needs and CRM performance analysis.

- Work closely with leadership and cross-functional teams to understand evolving business needs and adapt the CRM system accordingly.

Requirements :

Educational Background :

- Bachelor's degree in Information Technology, Business Administration, Marketing, or a related field.

- A Master's degree or certification in CRM administration or business technology is a plus.

Experience: - Minimum 3-5 years of hands-on experience with Zoho CRM administration, implementation, and customization.

- Strong understanding of Zoho One suite (Zoho CRM, Zoho Desk, Zoho Analytics, Zoho Campaigns).

- Proven experience with CRM integrations and API management.

- Experience with other CRM systems (e.g , Salesforce, HubSpot) is a plus.

- Background in training and supporting teams with CRM tools.

Skills and Expertise :

- Expertise in configuring and customizing Zoho CRM to align with business workflows.

- Advanced knowledge of Zoho CRM features such as workflows, automations, custom functions, and reports.

- Hands-on experience with Zoho Analytics, Zoho Desk, Zoho Campaigns, and related tools.

- Proficiency in data management, reporting, and creating custom views.

- Ability to troubleshoot and resolve technical issues.

- Strong communication and interpersonal skills for cross-department collaboration.

- Excellent organizational and time management skills.

- Familiarity with APIs and third-party integrations is a must.

- Ability to stay current with CRM technologies and recommend improvements.

Key Attributes :

- Attention to Detail: Must maintain a high level of accuracy in data management, customization, and user support.

- Problem-Solving: Ability to analyze complex issues and come up with efficient solutions.

- Analytical Mindset: Strong ability to analyze data and create actionable insights for the business.

- Collaborative: Works well with other teams and departments to ensure CRM solutions meet their needs.

- Proactive: Takes initiative in suggesting improvements and optimizing CRM use.

- Adaptable: Can quickly adjust to new features and tools within Zoho CRM.

Compensation & Benefits :

- Competitive salary based on experience and industry standards.

- Opportunities for professional development, certifications, and skill enhancement.

- Access to the latest Zoho tools and technologies.