This is a remote position.
CRM Developer Task involves following potentials by creating open activities for each of them, and moving them through the different stages of the sales pipeline. Need to develop workflow rules for automation in Zoho CRM Exploring the possibilities for automating the various CRM activities Making submission for the given work
Roles and Responsibilities:
1) Creating new Accounts, Contacts, Potential, Quotation when needed.
2) Generating reports from the CRM on certain time period.
3) Understanding the workflow of a process and implementing the same in CRM.
4) Taking follow up on Leads, Potential or any other open task.
5) Exploring the possibilities of automation for a set of task in CRM.
6) Webinar mass invitation sending through CRM.
7) Certificate sending to the webinar participants through CRM.
8) Email template creation for a specific workflow process in CRM.
Qualification: Any graduate
Shift Timing: 10 am to 3pm