Zoho Functional Consultant

Role & responsibilities Requirements Gathering: Collaborate with clients to understand their business processes, objectives, and challenges. Conduct in-depth requirements gathering sessions to identify their CRM and other software needs. Solution Design: Develop customised solutions using Zoho CRM and other Zoho applications to meet the clients specific business requirements. Create detailed functional and technical documentation. Configuration and Customisation: Configure and customise Zoho CRM to align with the clients business processes. This includes creating custom modules, workflows, fields, and reports. Integration: Integrate Zoho CRM with other third-party applications, ensuring seamless data flow and system interoperability. Training: Provide training and support to end-users, enabling them to effectively utilise Zoho CRM and associated applications. Testing: Conduct thorough testing of configured solutions to ensure they meet the clients requirements and are free of errors or issues. Optimisation: Continuously monitor and evaluate the performance of Zoho applications, identify areas for improvement, and implement optimisations to enhance efficiency and effectiveness. Troubleshooting: Investigate and resolve technical issues and challenges related to Zoho CRM and other Zoho applications. Client Communication: Maintain clear and open communication with clients throughout the implementation and optimisation process, providing updates and addressing their concerns. Documentation: Create and maintain detailed documentation of the Zoho CRM configuration, customisation, and processes for reference. Requirements Preferred candidate profile Strong English written and verbal communication skills are a must. To lead with a hands-on approach a deep dive analysis of the customers needs and requirements. Is confident, articulate, succinct, professional and has sound judgment and critical thinking skills. Self-Motivated and Tenacious with excellent follow through skills. Ability to act independently, take initiative and drive tasks and issues to resolution. Business automation and workflow process development desirable. Prior knowledge of Any CRM or ERP or HR or Payroll is preferable. CRM / ERP software IMPLEMENTATION experience is an added advantage