Sales and Operational Analysis:
- Performance Reports for Sales Teams, Regional Sales Reports, Cross-Selling and Upselling, Performance Reports for Marketing Campaigns, Financial Reports, etc
Zoho Administration:
- Managed and maintained the Zoho CRM system, ensuring data accuracy, system functionality, and user satisfaction
Data Analysis & Reporting:
- Developed and generated custom reports and dashboards to provide actionable insights to sales and marketing teams using Zoho Analytics
- Designed and automated complex spreadsheets using advanced formulas (e.g., VLOOKUP, INDEX-MATCH, IFS, etc.) and data analysis tools (e.g., PivotTables) to streamline reporting and decision-making processes
Optimized Customer Communication:
- Leveraged Zoho CRM to manage and streamline customer communication workflows, ensuring prompt and personalized responses to client inquiries using3rd party tools like Zapier, Gallabox - Whatsapp Integration, Ozonetel - Dialer
Chatbot and Live Chat Integration:
- Connected Zoho CRM with Zoho SalesIQ to automate responses and enhance customer support efficiency
Process Automation:
- 25% more sales productivity was attained by developing and implementing automated workflows in Zoho CRM to expedite lead handling, task assignment, and opportunity monitoring
- In order to ensure prompt follow-ups and status updates, workflow rules and criteria were configured to initiate field updates, email alerts, and task creation based on lead and opportunity conditions
Team Collaboration & Communication:
- Supervising a14-person sales team that is adept at Zoho CRM for efficient sales and operations, while keeping an eye on sales metrics, sales targets and KPIs
Stakeholder Collaboration:
- Collaborated with key stakeholders to align data initiatives with business objectives, enhancing overall organizational performance
Sales Pipeline Monitoring:
- Used Zoho CRM to monitor and manage the sales pipeline, enhancing lead conversion rates through effective follow-ups