Zoho CRM / Data Cleaning

Description

Looking for a long-term partner whether with a company or an individual
To help tweak our current Zoho and help with data, below I have put together a job description I think 1st few weeks will be 30 hours per week, then will be 10 hours to 20 hours per week
We are seeking a highly skilled Zoho CRM Consultant to configure and customize Zoho CRM to meet the specific needs of our business. The consultant will be responsible for simplifying workflows, creating effective reports, and ensuring the CRM helps manage company data, monitor employee performance, and streamline sales processes. This role will also cover configuration requirements based on insights gathered and ensure that the system supports our overall business strategy.
The consultant will also be responsible for entering data themselves and working closely with team members to ensure data is entered correctly, as we recognize that inaccurate data will negatively impact the efficiency and usefulness of the CRM.
Key Responsibilities:Zoho CRM Customization:
Configure Zoho CRM modules (Accounts, Contacts, Deals, Quotes) to match our business processes.Simplify and streamline sales workflows, ensuring an easy-to-use system for team members.Customize fields, modules, and layouts to ensure all business data is captured effectively.Integrate CRM with other Zoho tools and third-party applications as needed.Territory and Performance Management:
Implement and configure territory management within Zoho CRM to align with company structure and sales strategy.Set up systems for tracking employee performance, ensuring the CRM captures relevant performance metrics.Ensure the sales team has clarity on territory assignments, with automatic data management and record assignment.Sales and Pipeline Optimization:
Create and configure deal pipelines that reflect the company’s sales stages and opportunities.Set up a structured system for managing quotes, ensuring they are linked (or not) to opportunities based on the business’s needs.Automate workflows and triggers to assist the sales team in managing deals efficiently.Data Entry and Accuracy:
Take responsibility for entering data directly into the CRM and ensuring accuracy.Collaborate with other team members to ensure that data entered into the system is correct and up-to-date.Provide guidance on best practices for data entry, as accurate data is critical for reporting and decision-making.Advanced Reporting and Analytics:
Develop custom reports and dashboards to track key metrics such as sales performance, deal conversion rates, and territory success.Create forecasts based on sales data, opportunities, and quotes to provide the business with accurate future revenue estimates.Enable management to access actionable insights and performance overviews from simplified, data-driven reports.Training and Documentation:
Provide training to staff on how to use the configured Zoho CRM effectively.Develop training materials and CRM documentation for future reference.Offer ongoing support for Zoho CRM users, troubleshooting issues, and making adjustments as the business evolves.Ongoing Optimization:
Continuously monitor and improve the CRM configuration to keep pace with evolving business needs.Recommend additional Zoho products, integrations, or third-party solutions to enhance overall efficiency.Requirements:Proven experience in configuring and customizing Zoho CRM.Strong understanding of sales processes and CRM best practices.Experience with setting up territory management, sales forecasting, and pipeline management.Ability to design and build custom reports and dashboards for data analysis and performance management.Knowledge of Zoho’s suite of applications and integration tools.Excellent communication skills for training and support.Attention to detail and commitment to accurate data entry.Problem-solving skills and ability to simplify complex processes.Understanding of workflow automation and CRM efficiency practices.Preferred Qualifications:Zoho CRM certification.Experience working with small and medium-sized businesses.Familiarity with the specific requirements discussed today, including sales reporting, quote management, and territory-based CRM setup.