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