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Invimatic Technologies - Zoho Consultant

Posted on: 20/08/2025

Job Description

About the Role :

We are looking for a Zoho Consultant to design, implement, and optimize Zoho applications (CRM, SalesIQ, Campaigns, Analytics, Desk, Projects, and more).

The consultant will serve as a subject matter expert, ensuring that our Zoho ecosystem supports business growth, sales productivity, and operational efficiency.


Key Responsibilities :

- Work with stakeholders to gather business requirements and map them to Zoho solutions.

- Implement, customize, and integrate Zoho apps (CRM, SalesIQ, Marketing Automation, Desk, Books, etc.)

- Automate workflows, design blueprints, and create custom modules.

- Integrate Zoho with third-party tools via APIs, webhooks, and marketplace connectors.

- Build dashboards, reports, and analytics for actionable insights.

- Provide user training, documentation, and ongoing support.

- Stay updated with Zohos latest features and suggest improvements to maximize ROI.


Required Skills & Experience :

- Proven experience (3- 6 years) as a Zoho Consultant / Zoho Developer.

- Hands-on expertise in Zoho CRM Plus and other Zoho apps (Campaigns, Books, Creator, Analytics).

- Strong understanding of workflow automation, APIs, telephony and other integrations.

- Experience with CRM customization: fields, layouts, automation, scoring rules, territory management.

- Knowledge of sales and marketing processes, lead management, pipeline tracking.

- Strong problem-solving, documentation, and communication skills.


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