The Zoho CRM Executive will be responsible for managing, maintaining, and
improving the company’s CRM system using Zoho
CRM<\/a>. 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.
<\/p>
The candidate will work closely with ASMs, sales teams, marketing, service,
and management to improve sales visibility, dealer engagement, customer
experience, and reporting accuracy.
<\/p>
<\/span>
<\/div>Manage
daily operations of Zoho CRM platform<\/span>
<\/li>Create
and maintain dealer, distributor, retailer, and customer databases<\/span>
<\/li>Ensure
data accuracy, duplicate removal, and CRM hygiene<\/span>
<\/li>Monitor
lead flow and proper lead assignment<\/span>
<\/li>Track
sales pipeline and follow -up activities<\/span>
<\/li>Ensure
timely closure of leads and opportunities<\/span>
<\/li><\/ul>Coordinate
with ASMs, RSMs, and sales teams for CRM updates<\/span>
<\/li>Ensure
field sales teams regularly update visits, orders, and follow -ups<\/span>
<\/li>Track
productivity of sales employees through CRM<\/span>
<\/li>Support
onboarding and training of sales teams on CRM usage<\/span>
<\/li><\/ul>Monitor
inbound leads from website, digital marketing, toll -free numbers, and
campaigns<\/span>
<\/li>Allocate
leads to concerned sales persons or dealers<\/span>
<\/li>Track
TAT (Turnaround Time) for lead response<\/span>
<\/li>Prepare
lead conversion analysis reports<\/span>
<\/li><\/ul>Prepare
daily, weekly, and monthly MIS reports<\/span>
<\/li>Create
sales dashboards and KPI trackers<\/span>
<\/li>Analyze
lead conversion, sales funnel, dealer productivity, and customer
engagement<\/span>
<\/li>Present
reports to management<\/span>
<\/li><\/ul>Support
CRM workflow automation and process optimization<\/span>
<\/li>Coordinate
with Zoho vendors/developers for customization<\/span>
<\/li>Improve
SOP implementation through CRM<\/span>
<\/li>Suggest
improvements for better user adoption and reporting<\/span>
<\/li><\/ul>Maintain
dealer communication records<\/span>
<\/li>Track
complaints and resolution status<\/span>
<\/li>Support
loyalty, retention, and engagement programs<\/span>
<\/li>Ensure
customer database segmentation for marketing campaigns<\/span>
<\/li><\/ul> 
