Zoho CRM Executive

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Zoho CRM Executive

Loom Solar – Faridabad, Haryana, India

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