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Job summary
Manatal is looking for a candidate with extensive experience in Zoho CRM in Bengaluru, India. The responsibilities include creating and managing user accounts, setting up applications and layouts, and handling data import and reporting. The ideal candidate must be proficient in various Zoho products and have a strong grasp of CRM integrations and automation processes. This role requires hands-on experience with Zoho specific tools, and good documentation skills are vital.
Qualifications
Hands-on experience in Zoho CRM, Campaigns, Analytics, SalesIQ.
Experience in integrating Zoho CRM with SAP.
Responsibilities
Create new user accounts, roles, and profiles in Zoho CRM.
Setup Apps, Layouts, and Modules.
Manage data import, export, and reporting.
Skills
Zoho CRM
Zoho integrations
CRM operations
Custom product development on Zoho
Job description
Requirements
Must have hands on experience in Zoho CRM, Campaigns, Analytics, SalesIQ, Social, Survey.
Must have experience in Zoho integrations with 3rd party applications.
Must have experience in integrating Zoho CRM with SAP.
The candidate should have an understanding of CRM Plus suite operations and usability.
Have good knowledge of different Zoho products.
Has developed custom products on Zoho and driving implementation.
Administration Setup
Create new user accounts, roles, profiles, hierarchies and configure these to fit security needs at the user and organization levels.
Setup Apps, Layouts, Sections, Layout Rules, Related Lists, Tabs, Roles, Profiles, flows, Modules, and WebForms.
Custom functions, Custom actions, Validation rules, Workflow rules, Approval processes, Assignment rules, Escalation rules, Auto-response rules, Blueprint, Sharing rules, Layout Rules, Schedules, Security Settings, Task rules, Create and script to build custom tools for business processes automation.
Data Management
Import, Export, and Migration of data.
Business-specific Standard and Custom Reports & Dashboards.
Timely reporting on leads/projects to Team Managers.
Responsible for documentation of full life cycle of the leads, products, campaigns, and projects.