Assignment Details
Our client - a leading new age digital insurer is looking to engage with an expert to help them with the implementation of a CRM:
Details:
The consultant would be responsible for implementing and optimising Zoho CRM to meet the specific needs of the organisation. They will collaborate closely with cross-functional teams to ensure seamless integration and adoption of the CRM system.
Roles and Responsibilities:
1. Lead the implementation of Zoho CRM for the organisation including configuration, customisation, and integration with existing systems, if any.
2. Collaborate with key stakeholders to gather requirements and define CRM workflows that align with business objectives.
3. Help configure WhatsApp, SMS, Dialer channels, and marketing journeys
3. Develop and execute training programs to educate team members on Zoho CRM functionality and best practices.
4. Provide ongoing support and troubleshooting to ensure the smooth operation of the CRM system initially, to be able to train them with the system.
5. Help existing members to generate reports to track CRM performance metrics, analyze data, and identify opportunities for improvement.
6. Stay informed about new features and updates in Zoho CRM and recommend enhancements to optimize system functionality.
NOTE:
Duration- 10-15 days
Capacity- Fulltime/Part time
Location- Remote
Skills Required
- Bachelor's degree in Business Administration, Information Systems, or a related field.
- Proven experience implementing and administering Zoho CRM
- Strong knowledge of similar CRM platforms is ideal
- Strong understanding of CRM concepts.
- Excellent communication skills, with the ability to effectively communicate technical concepts to non-technical stakeholders.
- Detail-oriented with strong analytical and problem-solving abilities.
- Ability to work independently and collaboratively in a fast-paced environment.
-Expertise in setting up ZOHO CRM , ZOHO Marketing Automation and ZOHO Page Sense
-Java Script
-GTM and basic API Setup
-Setup WhatApp , SMS , Dialler channel in ZOHO CRM
Share
6 month(s)
5+ years 
Hybrid
