Zoho CRM Executive (Faridabad)

Zoho CRM Executive (Faridabad)

21 Aug
|
Recognized
|
Faridabad

21 Aug

Recognized

Faridabad

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
complaints and resolution status

- Support
loyalty, retention, and engagement programs

- Ensure
customer database segmentation for marketing campaigns





Key KPIs

- CRM
data accuracy %

- Lead
response TAT

- Lead
conversion ratio

- CRM
adoption rate by sales team

- Daily
activity reporting compliance

- Dealer
engagement tracking

- Dashboard
accuracy and reporting timeliness





Required Skills

- Solid
knowledge of Zoho CRM

- Excel
and MIS reporting skills

- CRM
dashboard preparation

- Sales
coordination capability

- Data
analysis and reporting

- Communication
and follow -up skills





- Process -oriented
mindset

- Understanding
of sales and distribution systems





Preferred Qualifications

- Graduate
/ MBA preferred

- Certification
in CRM or sales operations is an advantage

- Experience
in solar, FMCG, consumer durable, electrical, or distribution business
preferred





Experience Requirement

- 2–5
years experience in CRM operations or sales coordination

- Experience
handling dealer/distributor networks preferred




Requirements

Required Skills

- Strong
knowledge of Zoho CRM

- Excel
and MIS reporting skills

- CRM
dashboard preparation

- Sales
coordination capability

- Data
analysis and reporting

- Communication
and follow -up skills

- Process -oriented
mindset




Benefits

What we offer?






1. Freedom
: We allow you freedom to “follow your passion”



2. Opportunity
to work with India’s fastest growing SMB Company



3. Regular
Training of Professional Skills such as Leadership, Problem Solving and Product
offerings.



4. Multifold
chances increase to build the career in Solar Energy Sector



5. Exponential
Growth in Salary and other remuneration



6. Great
learning curve and hand on experience with leadership team about solar in
future





📌 Zoho CRM Executive (Faridabad)
🏢 Recognized
📍 Faridabad

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