8 Zoho Projects Jobs

Role & responsibilities 1 .Proposal Management: - Creation of client account master and updations of client KYC on Zoho platform - Coordinate with internal teams to gather necessary information for proposal creation. - Prepare and submit proposals to client requirements and project scope given by the team - Daily updations of CRM with details of all leads & proposals along with the status - Follow up on assigned leads and proposals for conversion 2. Sales Order and Purchase Order Processing: - Preparation of sales order for confirmed proposals and coordinate with delivery team and billing team for closure of sales order - Manage the sales order process from receipt to fulfilment, ensuring accuracy and timely delivery - Prepare purchase orders for service procurements and coordinate with delivery team and accounts team for closure of purchase orders 3. Drafting Invoices and co-ordination for Billing: - Prepare draft invoices based on project milestones and customer agreements as per the sales order. - Submit draft invoices for subscription engagements in coordination with the delivery team and billing team - Coordinate with delivery team, monitor billing activities and follow up on overdue accounts as needed. 4. Project Status Ownerships: - Preparation of projects for new engagements and assignments SAS Partners Corporate Advisors Private Limited - Track project progress and milestones until closure of project 5. MIS and Reports on the Leads, Proposals, Projects and Billing to Management: - Preparation and submission of various reports as required by Management team from Zoho CRM, Sales Orders, Projects, Subscription modules, etc. 6. Client Relationship Management: - Maintain cordial relationships with clients, understanding their needs and providing timely support on the process as required Preferred candidate profile - Bachelors degree or above. - Proven experience in sales coordination, proposal preparations, project management, or a similar role (2 to 5 years). - Proficiency in ZOHO CRM, ZOHO Projects, Salesforce or similar app - Strong organizational skills with the ability to manage multiple tasks simultaneously. - Excellent communication and interpersonal skills. - Attention to detail and a proactive approach to problem-solving. - MIS preparations from ERP/ SAP/ Zoho for team and management. Location: Chennai

Responsibilities: * Design, develop & maintain Zoho solutions using CRM, Books, Creator & Analytics. * Collaborate with cross-functional teams on project delivery. * Ensure data security & compliance standards met. Provident fund

Role and Responsibilities: Must Have a Functional & Technical Understanding Of Zoho One / Zoho CRM plus package applications. Understanding of business requirements and use cases. Applying best practices on Zoho CRM, Desk, Project, Creator and other relevant Zoho Applications to derive the best outcomes for our clients. API Integration with other Zoho Applications as well as 3rd Party Applications. Deluge Scripting / Custom functions for complex implementation projects. Discussing and allocating work with Junior Developers. Certain level of team management will also be involved. Configuration of core Zoho Applications like CRM, Desk, Creator, Project, Campaign, etc. Creation of reports and dashboards on all Zoho Apps, including Zoho Analytics. Preferred Skills API Integration Deluge Scripting XML PHP SQL Queries JavaScript Configuration on Zoho CRM, Desk, Project Workflow / Custom Functions / Blueprint configuration on Zoho Understanding of Business Processes Excellent Communication Skills.

We are a certified Zoho Premium Partner , delivering cutting-edge digital transformation solutions to clients across industries. Join our expert team in Coimbatore and be part of dynamic Zoho implementations and consulting projects. Key Responsibilities Design, develop, and customize Zoho CRM solutions based on client requirements. Implement, configure, and support various Zoho applications (CRM, Creator, Books, Desk, Projects, etc.). Integrate third-party tools and services using Zoho APIs and Deluge scripting. Collaborate with cross-functional teams to understand business needs and translate them into system functionalities. Train clients and end-users on Zoho functionalities and best practices. Troubleshoot issues and provide ongoing support post-implementation. Required Skills & Qualifications Minimum of 3 years of hands-on experience with Zoho CRM and Zoho ecosystem. Strong knowledge of Deluge scripting, workflows, blueprints, and custom functions. Experience in API integration and automation between Zoho and other platforms. Excellent communication and analytical skills. Ability to manage multiple projects and meet deadlines.

Responsibilities: Zoho Projects Administration Project Planning & Milestones Team Coordination & Follow-Up Progress Tracking & Risk Management Stakeholder Engagement Conduct daily/weekly stand-ups and ad-hoc check-ins to unblock issues Provident fund

1. Project Management Utilize Zoho Project Management Tool for efficient project planning and execution. Define project scope, roles, responsibilities, and deliverables. Develop and maintain detailed project plans and Gantt charts . Manage project resources effectively, including budget and manpower. Monitor progress against milestones, identify risks, and implement corrective actions. 2. Technical Design & Implementation Design AV systems based on client specifications and industry best practices . Create technical documentation , including schematics, rack layouts, and equipment lists. Ensure all AV equipment is specified correctly and aligns with project needs. Coordinate with IT teams to ensure seamless network and infrastructure integration . Install and configure a range of AV equipment: projectors, sound systems, video conferencing tools, etc. 3. Installation & Commissioning Supervise on-site installation of AV systems to ensure quality and compliance. Conduct testing and commissioning to validate system performance. Troubleshoot and resolve technical issues during and post-installation. Provide client training for system operation, safety, and maintenance. 4. Client Communication & Collaboration Engage with clients to understand their expectations and technical requirements. Provide regular project status updates and progress reports. Address client feedback and offer ongoing technical support. Take ownership of weekly project reports , coordinate team updates, and facilitate alignment meetings. 5. Team Training & Development Provide training and onboarding to new project engineering team members. Mentor junior engineers, helping them build technical and project management skills. 6. Travel & On-Site Operations Willingness to travel across India to supervise project execution, conduct client meetings, and ensure smooth operations at project sites. Requirements: Bachelors degree in Engineering or related field (preferred: Electronics, AV, or IT). Proven experience in AV system design and project execution. Proficiency with project management tools (especially Zoho), MS Project, or equivalent. Strong understanding of AV hardware, networking, and system integration. Excellent communication, leadership, and problem-solving skills. Willingness to travel as required.

We are seeking a skilled and detail-oriented Zoho Automation Developer to join our team. The ideal candidate will be responsible for designing, developing, and implementing automation solutions using the Zoho suite (primarily Zoho CRM, Creator, Flow, and Deluge scripting). If you are passionate about process optimization and building scalable workflows, wed love to meet you. Role & responsibilities Develop and customize Zoho applications (CRM, Project, Recruit, Books, People, etc.) based on business requirements. Automate workflows using Zoho Flow, Deluge scripts , custom functions, and APIs. Integrate Zoho with third-party applications (e.g., Gmail, etc.). Design and implement dashboards and reports for performance tracking. Collaborate with cross-functional teams (sales, support, finance) to optimize business processes. Troubleshoot and resolve issues related to Zoho implementations. Stay up to date with new Zoho features, tools, and best practices. Key Requirements: Proven experience with Zoho One suite (Project, Recruit, Books, People, CRM etc.) Strong hands-on experience with Deluge scripting and Zoho APIs Ability to design custom modules and functions within Zoho Familiarity with data migration, integration, and system architecture Experience with third-party integrations and REST APIs Excellent analytical and problem-solving skills Strong communication and documentation skills Preferred candidate profile Zoho certification(s) is a plus Experience in workflow automation for sales, HR, or finance processes Familiarity with tools like, Zapier, or similar platforms Bachelors degree in Computer Science, IT, or related field Perks & Benefits: Primarily Remote Work from anywhere. Diverse Experience Collaborate with national and international clients Growth-Oriented Fast-paced environment with real ownership Cross-Functional Exposure – Work closely with Product, Sales, HR, and Tech teams Learning Culture – Constant learning via live projects and upskilling support

Job Summary: We are seeking an experienced and skilled Zoho CRM Specialist with 5-6 years of hands-on experience to join our dynamic team. As a Zoho CRM Specialist, you will be responsible for managing, customizing, and optimizing our Zoho CRM to enhance the effectiveness of sales, marketing, and customer service processes. The ideal candidate will possess in-depth technical expertise in Zoho CRM, have experience in system integration, and be able to collaborate with cross-functional teams to improve CRM usage and adoption. Key Responsibilities: Zoho CRM Customization & Configuration: Customize Zoho CRM modules (Leads, Accounts, Contacts, Opportunities, etc.) based on business requirements. Create custom fields, layouts, and reports to ensure efficient CRM usage. Develop automated workflows, process management rules, and email alerts to improve business processes. Data Management & Integration: Import, export, and manage data within Zoho CRM, ensuring data quality and consistency. Integrate Zoho CRM with other third-party applications and tools, including marketing, finance, and ERP systems. Set up and maintain Zoho CRM integrations with email, calendar, and other business systems. User Training & Support: Provide end-user support to resolve CRM-related issues and queries. Train sales, marketing, and customer service teams on Zoho CRM best practices and new features. Create and maintain user manuals, training materials, and FAQs. Reporting & Analytics: Build and manage custom reports and dashboards to track sales performance, lead conversion, and customer engagement. Analyze CRM data to provide insights and recommendations for business growth and improvement. System Optimization & Maintenance: Continuously monitor and optimize CRM system performance to improve user experience and data accuracy. Conduct system updates, troubleshoot errors, and ensure data backup procedures are in place. Work with internal teams to define and implement new CRM features and improvements. Project Management: Work closely with the project management team to implement Zoho CRM-related projects on time and within budget. Ensure smooth rollouts of new Zoho CRM versions, updates, and features. Requirements Bachelors degree in business administration, IT, or a related field (or equivalent experience). 5-6 years of hands-on experience working with Zoho CRM or similar CRM platforms. Strong experience in Zoho CRM customization, configuration, automation, and integration. In-depth understanding of sales, marketing, and customer service processes. Experience with Zoho Analytics, Zoho Reports, and other Zoho products is highly preferred. Proficiency in data management, report creation, and data visualization. Knowledge of CRM-related integrations (API, webhooks, third-party tools, etc.). Ability to handle multiple projects simultaneously while meeting deadlines. Strong communication and interpersonal skills with the ability to collaborate with cross-functional teams. Certifications in Zoho CRM or Zoho Creator (optional but preferred). Desired Skills: Strong problem-solving and troubleshooting skills. Familiarity with workflow automation and business process optimization. Experience with data migration and CRM system implementation.