Zoho CRM Skill Set
CRM Configuration & Customization
- Module & field customization
- Layout and template customization
- Sales pipeline configuration
- Workflow automation (e.g., workflows, approvals, notifications)
- Custom functions using Deluge (Zoho's scripting language)
Integrations & APIs
- Third-party integrations (Google, Office 365, social media)
- Zoho Ecosystem integration (Books, Desk, Campaigns, etc.)
- Knowledge of Zoho CRM APIs
Data Management
Import/export of data (contacts, leads, deals)
Data cleaning and deduplication
User Management & Security
Role and permission management
Multi-currency and multi-language configuration
Analytics & Reporting
Custom report and dashboard creation
KPI and performance tracking
Job description provided by Devoir Software Solutions.
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