The Zoho CRM Executive will be responsible for managing, maintaining, and
improving the company’s CRM system using Zoho
CRM. The role includes dealer/distributor data management, sales pipeline
tracking, automation support, lead allocation, customer follow-up monitoring,
dashboard preparation, and ensuring proper CRM usage across sales teams.

The candidate will work closely with ASMs, sales teams, marketing, service,
and management to improve sales visibility, dealer engagement, customer
experience, and reporting accuracy.

Key Responsibilities

CRM Operations
- Manage
daily operations of Zoho CRM platform
- Create
and maintain dealer, distributor, retailer, and customer databases
- Ensure
data accuracy, duplicate removal, and CRM hygiene
- Monitor
lead flow and proper lead assignment
- Track
sales pipeline and follow-up activities
- Ensure
timely closure of leads and opportunities

Sales Team Coordination
- Coordinate
with ASMs, RSMs, and sales teams for CRM updates
- Ensure
field sales teams regularly update visits, orders, and follow-ups
- Track




productivity of sales employees through CRM
- Support
onboarding and training of sales teams on CRM usage

Lead Management
- Monitor
inbound leads from website, digital marketing, toll-free numbers, and
campaigns
- Allocate
leads to concerned sales persons or dealers
- Track
TAT (Turnaround Time) for lead response
- Prepare
lead conversion analysis reports

Dashboard & Reporting
- Prepare
daily, weekly, and monthly MIS reports
- Create
sales dashboards and KPI trackers
- Analyze
lead conversion, sales funnel, dealer productivity, and customer
engagement
- Present
reports to management

Automation & Process Improvement
- Support
CRM workflow automation and process optimization
- Coordinate
with Zoho vendors/developers for customization
- Improve
SOP implementation through CRM
- Suggest
improvements for better user adoption and reporting

Customer & Dealer Engagement
- Maintain
dealer communication records
- Track
complain

📌 Zoho CRM Executive (Faridabad)
🏢 LOOM SOLAR
📍 Faridabad