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 prospects

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