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Bevatel

Zoho CRM Intern

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  • Posted 20 hours ago
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Job Description

  • System Configuration: Assist in setting up Zoho CRM modules, custom layouts, fields, and validation rules based on client requirements.
  • Workflow Automation: Help design and implement automation tools such as Blueprints, Workflows, and Schedules to reduce manual data entry.
  • Data Migration: Use Excel and migration tools to clean, map, and import data from legacy systems into Zoho.
  • Low-Code Development: Learn and apply basic Deluge scripting (Zoho's language) to create custom functions and integrations.
  • Requirement Gathering: Attend discovery meetings with customers to document business processes and pain points.
  • Testing & QA: Perform User Acceptance Testing (UAT) to ensure the configured system works as intended before the client goes live.
  • Training & Support: Help create user manuals, record walkthrough videos, and provide basic technical support to end-users.

Requirements

  • Basic knowledge of CRM systems (Zoho is a plus).
  • Familiarity with system configuration and workflow automation.
  • Good Excel skills for data cleaning and migration.
  • Interest in low-code tools and Deluge scripting.
  • Ability to gather requirements and document processes.
  • Basic understanding of UAT and testing.
  • Good communication skills and willingness to learn.
  • Good English skills.

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About Company

Job ID: 137860569