Zoho CRM

Zoho CRM Skill Set

1. 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)
     
2. Integrations & APIs
   • Third-party integrations (Google, Office 365, social media)
     
   • Zoho Ecosystem integration (Books, Desk, Campaigns, etc.)
     
   • Knowledge of Zoho CRM APIs
     
3. Data Management
   • Import/export of data (contacts, leads, deals)
     
   • Data cleaning and deduplication
     
4. User Management & Security
   • Role and permission management
     
   • Multi-currency and multi-language configuration
     
5. Analytics & Reporting
   • Custom report and dashboard creation
     
   • KPI and performance tracking