Zoho CRM & Zoho Books Consultant

Company: The Vision Stack
Position: Zoho CRM & Zoho Books Consultant
Experience: 1–3 Years
Employment Type: Full time
Location: Shivaji Nagar, Pune

About The Vision Stack

The Vision Stack helps businesses simplify their operations through Zoho implementation, automation, and user training. We work with businesses to understand their requirements, configure Zoho applications, automate processes, and provide ongoing support.

We are looking for a Zoho CRM & Zoho Books Consultant who can independently handle client support and confidently conduct product demonstrations.

Key Responsibilities

Client Support
Handle day-to-day client queries related to Zoho CRM and Zoho Books
Understand client issues and provide practical solutions
Troubleshoot configuration, workflow, automation, and transaction-related issues
Manage and follow up on support requests until resolution
Guide clients on the correct usage of Zoho applications
Maintain proper documentation of solutions and client requirements

Product Demos




Conduct skilled Zoho CRM and Zoho Books demos for prospective clients
Understand the prospect's business requirements before the demo
Demonstrate relevant features based on the client's actual business process
Explain how Zoho can solve business problems and improve processes
Answer client questions confidently during demos
Prepare demo accounts, sample data, and workflows when required

Implementation & Configuration
Assist with Zoho CRM and Zoho Books implementations
Configure modules, fields, layouts, workflows, reports, roles, permissions, etc.
Assist with automation and integrations
Understand business processes and suggest suitable Zoho solutions
Coordinate with clients during implementation and testing
Provide user training when required

Required Skills
Practical knowledge of Zoho CRM
Practical knowledge of Zoho Books
Positive understanding of CRM and accounting/business processes
Str

📌 Zoho Crm Snd Zoho Books Consultant Pune
🏢 The Vision Stack
📍 Pune