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Loom Solar Pvt. Ltd.
Zoho CRM ExecutiveLoom Solar Pvt. Ltd. • Faridabad, Haryana, India
Zoho CRM Executive

Zoho CRM Executive

Loom Solar Pvt. Ltd. • Faridabad, Haryana, India
10 days ago
Job description

The Zoho CRM Executive will be responsible for managing maintaining and improving the companys CRM system using Zoho CRM. The role includes dealer/distributor data management sales pipeline tracking automation support lead allocation customer follow-up monitoring dashboard preparation and ensuring proper CRM usage across sales teams.

The candidate will work closely with ASMs sales teams marketing service and management to improve sales visibility dealer engagement customer experience and reporting accuracy.


Key Responsibilities

CRM Operations

  • Manage daily operations of Zoho CRM platform
  • Create and maintain dealer distributor retailer and customer databases
  • Ensure data accuracy duplicate removal and CRM hygiene
  • Monitor lead flow and proper lead assignment
  • Track sales pipeline and follow-up activities
  • Ensure timely closure of leads and opportunities

Sales Team Coordination

  • Coordinate with ASMs RSMs and sales teams for CRM updates
  • Ensure field sales teams regularly update visits orders and follow-ups
  • Track productivity of sales employees through CRM
  • Support onboarding and training of sales teams on CRM usage

Lead Management

  • Monitor inbound leads from website digital marketing toll-free numbers and campaigns
  • Allocate leads to concerned sales persons or dealers
  • Track TAT (Turnaround Time) for lead response
  • Prepare lead conversion analysis reports

Dashboard & Reporting

  • Prepare daily weekly and monthly MIS reports
  • Create sales dashboards and KPI trackers
  • Analyze lead conversion sales funnel dealer productivity and customer engagement
  • Present reports to management

Automation & Process Improvement

  • Support CRM workflow automation and process optimization
  • Coordinate with Zoho vendors/developers for customization
  • Improve SOP implementation through CRM
  • Suggest improvements for better user adoption and reporting

Customer & Dealer Engagement

  • Maintain dealer communication records
  • Track complaints and resolution status
  • Support loyalty retention and engagement programs
  • Ensure customer database segmentation for marketing campaigns

Key KPIs
  • CRM data accuracy %
  • Lead response TAT
  • Lead conversion ratio
  • CRM adoption rate by sales team
  • Daily activity reporting compliance
  • Dealer engagement tracking
  • Dashboard accuracy and reporting timeliness

Required Skills
  • Strong knowledge of Zoho CRM
  • Excel and MIS reporting skills
  • CRM dashboard preparation
  • Sales coordination capability
  • Data analysis and reporting
  • Communication and follow-up skills
  • Process-oriented mindset
  • Understanding of sales and distribution systems

Preferred Qualifications
  • Graduate / MBA preferred
  • Certification in CRM or sales operations is an advantage
  • Experience in solar FMCG consumer durable electrical or distribution business preferred

Experience Requirement
  • 25 years experience in CRM operations or sales coordination
  • Experience handling dealer/distributor networks preferred


Requirements

Required Skills
  • Strong knowledge of Zoho CRM
  • Excel and MIS reporting skills
  • CRM dashboard preparation
  • Sales coordination capability
  • Data analysis and reporting
  • Communication and follow-up skills
  • Process-oriented mindset


Benefits

What we offer


1. Freedom : We allow you freedom to follow your passion

2. Opportunity to work with Indias fastest growing SMB Company

3. Regular Training of Professional Skills such as Leadership Problem Solving and Product offerings.

4. Multifold chances increase to build the career in Solar Energy Sector

5. Exponential Growth in Salary and other remuneration

6. Great learning curve and hand on experience with leadership team about solar in future




Required Skills:

Desired Candidate Profile Education / BE (Electrical Mechanical Civil Energy) MBA preferred Experience 1015 years experience in: o Solar EPC o Infrastructure o Electrical projects o Renewable energy business Minimum 5 years in leadership role handling P& Industry Experience Experience in companies like: Tata Power Solar Waaree Energies SolarSquare Loom Solar Adani Green Energy Vikram Solar Required Skills Business Skills P&L Management Strategic Planning Sales Leadership Contract Negotiation Channel Expansion Budgeting & Forecasting Technical Skills Solar EPC execution Rooftop & C&I solar systems Tendering & project costing Regulatory understanding CRM & ERP systems Leadership Skills Team Building Decision Making Cross-functional coordination Conflict Resolution Stakeholder Management


Employment Type : Full Time
Experience: years
Vacancy: 1
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Zoho CRM Executive • Faridabad, Haryana, India

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