ZOHO CRM SPECIALIST

Description

We are seeking an experienced Zoho CRM specialist to configure and optimise our CRM for a multi-channel sales function. The scope covers the entire sales journey—from initial data categorisation and upload through to successful sale closure. The ideal candidate will have a strong track record of Zoho CRM implementations and must be UK-based.Scope of Work:The project will include, but is not limited to, the following tasks:1. Initial CRM Setup & Data Upload• Structuring and categorising prospect data• Uploading initial prospect data into Zoho CRM• Defining data fields, segmentation, and tagging for efficient lead management2. Sales Process Design & Automation• Assist in the designing of a comprehensive sales process flow map, including:o Lead qualification criteriao Sales pipeline stageso Actions, triggers, and follow-upso Flags and decision points• Automating workflow rules and notifications• Implementing task assignments and reminders for sales teams3. Multi-Channel Communication Integration• SMS & WhatsApp API Integration:o Setting up automated and manual messaging workflowso Ensuring compliance with relevant regulations• Outlook Integration:o Email tracking, synchronisation, and loggingo Calendar and meeting scheduling within Zoho CRM• VOIP API Integration:o Connecting VoIP system for call logging and tracking 3CX or 8X8o Ensuring smooth call-to-lead functionality4. Reporting & Analytics• Setting up custom dashboards for key sales metrics• Defining and implementing automated reporting for:o Sales performanceo Lead conversion rateso Communication tracking and response times• Providing insights and recommendations based on CRM data5. Training & Documentation• Training key team members on CRM usage and best practices• Providing user guides and process documentationRequirements:• Proven experience in Zoho CRM implementation & customisation• Demonstrable portfolio of past Zoho CRM projects (must provide examples)• Experience with multi-channel integrations (SMS, WhatsApp, Outlook, VOIP APIs)• Strong understanding of sales process design and automation• UK-based freelancerNext Steps: Interested applicants should submit:1. A brief overview of their experience with Zoho CRM2. Examples of previous Zoho CRM implementations3. Availability to discus the project