Summary
Overview
Work History
Education
Skills
Websites
Projects
Timeline
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Unmesh Desai

Unmesh Desai

Mumbai

Summary

Dynamic CRM Administrator at KGK InfoTech LLP, adept at customizing Zoho CRM and automating workflows, achieving a significant reduction in lead response time. Proficient in REST API integration and passionate about enhancing user experience through effective communication and collaboration. Committed to driving business success with innovative solutions and data-driven insights.

Overview

8
8
years of professional experience

Work History

CRM Administrator

KGK InfoTech LLP
Mumbai
01.2025 - Current
  • Customized Zoho CRM to align with business workflows by creating custom modules, widgets, and automation.
  • Integrated website and internal systems with CRM using REST APIs for seamless data flow.
  • Designed automation via Scheduled Functions, Blueprints, and Workflows to streamline operations.
  • Implemented field validations, role hierarchies, and data cleanup to improve CRM accuracy and security.
  • Built real-time dashboards in Zoho CRM and Zoho Analytics for sales and operations tracking.

Software Developer

Vedika Web Solutions
Pune
10.2020 - 12.2024
  • Developed and deployed over 100 custom Deluge scripts to automate tasks in Zoho CRM, Creator, Desk, and Books.
  • Created tailored CRM solutions for lead management, sales forecasting, client onboarding, and customer support.
  • Integrated Zoho applications with third-party platforms using REST APIs for seamless data flow.
  • Built scalable custom applications in Zoho Creator for diverse industries including Real Estate and Education.
  • Conducted process analysis sessions with stakeholders to identify bottlenecks and enhance efficiency.
  • Trained internal teams and clients on Zoho best practices to ensure high adoption rates.
  • Achieved reduced lead response time by X% through automation initiatives.
  • Increased sales pipeline visibility by Y% through advanced reporting and dashboard implementations.

Business Associate

The Pioneer Organisation
Mumbai Metropolitan Region
03.2020 - 05.2020
  • As a Business Associate, I was responsible for generating new business for some of the largest brands in India and enhancing their brand awareness effectively. I worked with clients to understand their needs, identify opportunities for growth, and develop and execute strategies that drove results. I gained valuable experience in sales and marketing, which has helped me excel in my current role as a Developer.
  • Highlight your accomplishments, using numbers if possible.

Customer Service Representative

Teleperformance
Goregaon
08.2019 - 12.2019
  • Company Overview: Teleperformance is a worldwide leader in outsourced omnichannel customer experience management, connecting the biggest and most respected brands on the planet with their customers.
  • Providing customer care
  • Technical support
  • Customer acquisition
  • Digital solutions
  • Analytics
  • Back-office
  • Other specialized services to ensure consistently positive customer interactions

Marketing And Public Relations Consultant (Contract)

DCLN Clothing & Lifestyle
Virar
09.2017 - 07.2018
  • Offered communications and public relations support for clients in the retail sector
  • Addressed clients' needs from message development and media outreach to content creation and planning
  • Handled media relations
  • Website design using third-party platforms (Shopify/wix)
  • Ads promotion
  • Materials development for the company

Education

Web development - Computer Programming

Aptech Learning
12.2019

Bachelor Of Management Studies (B.M.S.) - Marketing

Patkar College of Commerce and Economics
01.2019

Higher Secondary Certificate - Business/Commerce, General

State Board Of Maharashtra
01.2015

Secondary School Certificate (SSC) -

St. Xavier's High School
India
01.2013

Skills

  • Zoho Suite
  • Salesforce (Lightning)
  • HubSpot CRM
  • NetSuite
  • REST API Integration
  • Deluge Scripting
  • HTML, CSS, JavaScript
  • MySQL
  • WordPress
  • Shopify
  • Stripe
  • NET Framework
  • Workflow Automation
  • Business Process Optimization
  • Data Migration
  • Data Cleansing
  • CRM Data Modeling
  • Business Analysis
  • Requirement Gathering
  • BI Dashboards
  • Project Coordination
  • Client Training
  • Problem Solving
  • Analytical Thinking
  • Communication Skills
  • Team Collaboration
  • Project Management
  • Stakeholder Engagement

Projects

1. Zoho CRM Implementation for a Diamond Trading Company (KGK Diamonds)
Customized Zoho CRM to align with sales and operations processes, including custom modules, workflows, Blueprints, and advanced automation. Integrated CRM with internal databases and built user-specific dashboards for leadership visibility.

2. Interpretation Equipment Rental Management System (Zoho Creator)
Developed a custom Zoho Creator application to manage over 1,500 equipment pieces across two warehouses. Included inventory tracking, booking workflow, in/out logs, and automated availability checks.

3. End-to-End CRM Migration from HubSpot to Zoho CRM
Successfully migrated all contacts, deals, and workflows from HubSpot to Zoho CRM. Maintained data integrity, recreated automation, and minimized downtime during transition.

4. E-commerce Automation for Shopify + Zoho CRM
Integrated Shopify store with Zoho CRM and Books to automate order processing, inventory sync, customer lifecycle tracking, and Stripe payment reconciliation.

5. Custom Zoho Analytics Dashboard for Real Estate Sales
Built real-time dashboards and performance reports using Zoho Analytics for a real estate agency to monitor lead conversion, sales pipeline, and agent performance.

6. API Integration for Insurance Agency CRM
Integrated Zoho CRM with external insurance portals via REST API. Automated policy import, claim status tracking, and notification workflows.

7. Lead Distribution & Approval System for Education Business
Implemented Blueprint workflows and assignment rules in Zoho CRM to streamline lead distribution and multi-level approval for course enrollments.

8. Custom Client Portal in Zoho Creator
Developed a secure client-facing portal in Zoho Creator to allow customers to view project updates, invoices, and submit support tickets—fully integrated with Zoho CRM and Desk.

9. Sales Funnel & Marketing Automation for Coaching Institute
Built and optimized CRM flows to manage leads from social media, assign follow-ups, trigger email/SMS campaigns, and track conversions in Zoho Campaigns and CRM.

Timeline

CRM Administrator

KGK InfoTech LLP
01.2025 - Current

Software Developer

Vedika Web Solutions
10.2020 - 12.2024

Business Associate

The Pioneer Organisation
03.2020 - 05.2020

Customer Service Representative

Teleperformance
08.2019 - 12.2019

Marketing And Public Relations Consultant (Contract)

DCLN Clothing & Lifestyle
09.2017 - 07.2018

Web development - Computer Programming

Aptech Learning

Bachelor Of Management Studies (B.M.S.) - Marketing

Patkar College of Commerce and Economics

Higher Secondary Certificate - Business/Commerce, General

State Board Of Maharashtra

Secondary School Certificate (SSC) -

St. Xavier's High School
Unmesh Desai