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