Zoho CRM Manager

Position Summary:
The Zoho CRM Manager is responsible for overseeing the company’s CRM system (Zoho CRM), ensuring it is effectively utilized to streamline sales, marketing, and customer support processes. The role involves managing CRM configurations, automation, data accuracy, reporting, user support, and integration with other business applications. The Zoho CRM Manager acts as the bridge between business requirements and technical solutions to optimize customer relationship management.

Key Responsibilities:

CRM Administration & Management

• Manage day-to-day administration of Zoho CRM, including user accounts, roles, profiles, and permissions.
• Customize modules, fields, workflows, automation rules, and dashboards as per business needs.
• Maintain system hygiene by ensuring accurate, clean, and duplicate-free data.

Process Optimization & Automation

• Design and implement automation workflows (leads, opportunities, deals, follow-ups, etc.).
• Streamline sales pipeline processes and align them with business goals.
• Create and manage approval processes, assignment rules, and task automation.

Integration & Technical Support

• Integrate Zoho CRM with other Zoho apps (Campaigns, Books, Desk, etc.) and third-party tools.
• Work with IT or vendors to resolve technical issues and ensure smooth system performance.
• Develop API connections where needed for business applications.

Data Management & Reporting

• Maintain database accuracy by conducting regular audits and cleanups.
• Create insightful reports and dashboards for sales, marketing, and management teams.
• Provide data-driven insights to support decision-making and forecasting.

User Training & Support

• Train new and existing users on Zoho CRM features and best practices.
• Act as the primary support contact for CRM-related issues.
• Develop training manuals, SOPs, and knowledge base articles for internal use.

Strategy & Continuous Improvement

• Collaborate with Sales, Marketing, and Customer Service to align CRM with business goals.
• Recommend improvements to maximize CRM adoption and efficiency.
• Keep updated with Zoho’s new releases, features, and best practices.

Skills & Competencies Required:

• Strong knowledge of Zoho CRM (customization, workflows, automation, reporting).
• Experience integrating Zoho with other business systems.
• Analytical mindset with ability to translate data into actionable insights.
• Strong project management and problem-solving skills.
• Excellent communication and training abilities.

Job Types: Full-time, Permanent