Shivam Kountey

ZOHO CRM

• Customized and automated the flow in ZOHO CRM for Hero Motocorp Limited.
• Written Deluge Scripts to create Invoices and Purchase Orders from the Deal.
• Created Workflows to perform different actions based on the record action(Create/Edit/Delete), Field Update or any Specific Time.
• Written Schedules to perform actions daily,Weekly, Monthly .
• Written COQL Queries to get any specific data based on the Filters.
• Written custom functions in Deluge to perform various operation.
• Created Buttons to create invoice and PO in Zoho Books. whenever the Invoice is Created in CRM.
• Applied Field Level Security and Module level Security.
• Done Email Parsing to create record in CRM and to upload documents in the CRM contact Module and on the ZOHO WorkDrive.
• Applied Permission Sets at the Profile Level and User Level.
• Integrated with Zoho Analytics to Create customized Dashboard and Report as per the requirements
• Integration of WhatsApp and Facebook with CRM to create Leads in the CRM.
• Integrated Calling Softwares like: Ring Central and Knowlarity to make Calls from CRM
• Created Templates for the Invoice and Purchase Orders and Basic Email Templates for Birthday Mails, Welcome Mails etc.
• Created Mail Merge Templates to Send Email with the Dynamic Data.
• Created Access Tokens and Refresh Tokes using CRM REST APIs to create, read, update and delete records in ZOHO CRM.

ZOHO BOOKS

• Created Invoices in the ZOHO Books and send them to clients with the Payment Link
• Created Credit Notes and Debit Notes in Case of Refunds and Pending Payments.
• Maintained B2B invoicing and the B2C Invoicing for Hero MotoCorp Limited,
• Maintained E-Invoicing and GSTR filing.
• Created Multiple Templates for Invoice, Credit Note, Debit Note etc.
• Synced CRM contacts with Books Customers using deluge script.

ZOHO Campaigns-

• Synced CRM customers with campaign customers and created a list.
• Created Flows to automate the Email Campaign when a new customer is added to CRM and send email after each day to the customer.
• Created Flow to perform actions based on the Email Actions like if Email is: Opened, touched, link clicked etc.

ZOHO Social-

• Integrated Social Media Platforms like Facebook, Twitter, LinkedIN, GMB etc.
• Integrated Facebook and Twitter to create leads in CRM Based on Specific Keywords.