Urgent Opening Of Crm Specialist(zoho Expert)
- Suredrive Assist
- 1 - 4 years
- Noida, Gurugram
- 2 months ago
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Job Description
- CRM Setup & Customization:
- Design and implement CRM architecture (Zoho CRM, HubSpot, or other recommended tools based on business needs)
- Customize modules for Sales, RSA Dispatch, Service Partners, Warranty Claims, and Customer Lifecycle Management
- Configure, customize, and maintain Zoho CRM/HubSpot to align with RSA processes, lead/deal management, Vendor Management and customer lifecycle strategies.
- Implement automation via Blueprint, workflows, Deluge/custom scripting, and custom modules.
Integration & Process Automation
- Integrate CRM with external tools (telephony, WhatsApp, email, billing platforms)
- Automate alerts, communication workflows, and CRM-based reporting for internal and external stakeholders
- Build workflows for lead nurturing, ticketing, partner SLAs, and subscription renewals.
Technical Development
Code custom solutions using Zoho Creator or various platform for unique business needs.
- Manage data integrity, security, and audits within the CRM.
Analytics & Reporting
- Create real-time dashboards to track KPIs for sales, support tickets, partner SLAs, and subscription performance
- Maintain data hygiene and oversee imports, migrations, and backups
Innovation & Business Transformation
- Collaborate with the Business Transformation and Innovation team to align CRM strategies with organizational goals and digital transformation initiatives.
- Identify opportunities for process improvements, automation, and AI-driven solutions within the CRM to enhance partner experience and reduce manual work.
- Pilot new features or third-party tools to enhance operational efficiency and scalability aligned with our roadmap.
- Participate in innovation workshops to drive CRM-centric improvements acros departments.
Stakeholder & Cross-Functional Collaboration
- Work closely with Sales, Operations, Customer Support, IT and Finance to streamline partner onboarding, ensure compliance, support tickets, partner SLAs, subscription performance and optimize workflows.
- Maintain data hygiene and oversee imports, migrations, and backups Support Marketing in lead nurturing, targeted outreach, and customer retention workflows.
Training & Support:
- Train internal teams on CRM usage, best practices and new features.
- Troubleshoot issues, document SOPs and provide ongoing technical support.
Interested candidates kindly share your resume at ca****s@su************t.com
Job Classification
Industry: InsuranceFunctional Area / Department: Customer Success, Service & OperationsRole Category: Customer Success, Service & Operations - OtherRole: Customer Success, Service & Operations - OtherEmployement Type: Full timeContact Details:
Company: Suredrive AssistLocation(s): Noida, Gurugram
Keyskills: CRM Management CRM Strategy Zoho Crm Hubspot Marketing Campaigns Email Marketing Optimization Salesforce
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Suredrive Assist
About SureDrive Assist (About Company) We are a fast-growing startup revolutionizing automotive services in India. By fusing cutting-edge technology with a human-centric approach, were redefining the two-wheeler ownership experiencebuilding trust, enriching journeys, and forging lasting connections...
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