Zoho CRM Executive
Zoho CRM Executive
Refined job description
ROLE
– 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
– 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
– Monitor inbound leads from website, digital marketing, toll-free numbers, and campaigns
– Allocate leads to concerned sales persons or dealers
– Prepare lead conversion analysis reports
– 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
– 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
– Maintain dealer communication records
– Track complaints and resolution status
– Support loyalty, retention, and engagement programs
– Ensure customer database segmentation for marketing campaigns
REQUIREMENTS
– 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
– Understanding of sales and distribution systems
– Graduate / MBA preferred
– Certification in CRM or sales operations is an advantage
– Experience in solar, FMCG, consumer durable, electrical, or distribution business preferred
– 2–5 years experience in CRM operations or sales coordination
– Experience handling dealer/distributor networks preferred
BENEFITS
– Freedom to “follow your passion”
– Opportunity to work with India’s fastest growing SMB Company
– Regular Training of Professional Skills such as Leadership, Problem Solving and Product offerings
– Multifold chances increase to build the career in Solar Energy Sector
– Exponential Growth in Salary and other remuneration
– Great learning curve and hand on experience with leadership team about solar in future
Full job description
About Us
Loom Solar, founded in 2018 by visionary brothers Amol and Amod Anand, has rapidly emerged as one of
India's Fastest Growing D2C brands
. This Faridabad, Haryana based solar company specializes in the manufacturing of cutting-edge solar panels, inverters, and lithium batteries, catering to both residential and commercial needs.
Our journey began with a mission to revolutionize access to advanced solar technology across India, ensuring even the most remote areas benefit from sustainable energy solutions through our robust e-commerce platform. At Loom Solar, we are committed to driving the green energy transition and empowering every corner of India with reliable and innovative solar power solutions.
Job Description
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
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
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
I'm interested
