Zoho Implementation & Automation Specialist
UpworkINNot specifiedintermediateScore: 50
Zoho CRMAutomationDashboardAPIZoho AnalyticsZoho Projectszoho payrollzoho campaignAPI Development
1. Zoho System Implementation & Configuration:
- Implement and configure Zoho applications including Zoho CRM, Zoho Analytics, Zoho Expense, Zoho Payroll, Zoho People, Zoho Projects, Zoho Campaigns, Zoho SalesIQ, Zoho Cliq, and related modules
- Structure modules, pipelines, fields, layouts, and records aligned with business workflows
- Establish clear naming conventions, data hierarchy, and system organization standards
- Configure user roles, profiles, permissions, and access controls
2. Workflow Automation & Process Design
- Design and implement automation workflows across departments (sales, marketing, HR, finance, and operations)
- Configure workflow rules, blueprints, assignment rules, validation rules, and approval processes
- Automate lead lifecycle, deal progression, onboarding, task assignment, and internal processes
- Reduce manual work through automation and system-driven process management
3. Integration & Data Synchronization
- Integrate Zoho apps with each other and external systems such as website forms, email, and marketing channels
- Ensure proper data flow and synchronization between CRM, Campaigns, Analytics, Finance, and HR modules
- Configure tracking mechanisms and attribution structures where required
4. Analytics & Reporting
- Set up dashboards and reports in Zoho CRM and Zoho Analytics
- Create reporting structures for sales performance, marketing performance, operational tracking, and management visibility
- Ensure leadership has clear, real-time visibility into key business metrics
5. System Optimization & Maintenance
- Audit existing Zoho setup and identify structural or operational gaps
- Optimize workflows, automation, and system efficiency
- Ensure system scalability as the company grows
- Troubleshoot system issues and provide ongoing improvements
- Deliverables & Outcomes Expected
- Fully structured and organized Zoho ecosystem aligned with business workflows
- Automated workflows reducing manual intervention
- Clear dashboards and reporting infrastructure
- Seamless integration across CRM, marketing, finance, HR, and operations
- Scalable system architecture supporting long-term growth
- Required Skills & Experience
- Proven experience implementing and configuring Zoho ecosystem tools, especially:
Zoho CRM, Zoho Analytics, Zoho Campaigns, Zoho People, Zoho Projects, Zoho Expense, Zoho Payroll, Zoho SalesIQ and Cliq
- Strong experience in workflow automation and process design
- Experience with Zoho integrations and system architecture
- Ability to translate business processes into structured system implementation
- Strong analytical and problem-solving skills
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