ERP Configuration and Integration
• Configure Zoho ERP to reflect the complete customer journey, ensuring seamless transitions from lead generation to after-sales support.
• Customize Zoho ERP modules (CRM, Inventory, Finance, Service Desk, etc.) to align with business processes and client needs.
• Integrate external tools, forms, and platforms (e.g., website, third-party tools) with Zoho ERP to enable real-time data exchange and synchronization.
• Liaise with the website developer to maintain APIs or custom workflows for enhanced integration between Zoho and other business systems.
Workflow Management and Optimization
• Design, manage, and optimize ERP workflows related to the customer lifecycle, including lead tracking, service requests, invoicing, payment
processing, and post-sales follow-up.
• Implement data validation, workflows audit and cleansing processes to ensure the accuracy and reliability of customer data, and resolve workflows inefficiencies
Reporting and Analysis
• Generate and analyze detailed reports from Zoho ERP to monitor customer activity, financial transactions, and service delivery performance.
• Provide actionable insights and recommendations to management based on report findings to support data-driven decision-making.
• Develop custom dashboards and reporting templates for various
stakeholders.
Training and Support
• Provide training and support to internal staff on the effective use of Zoho ERP and its features.
• Create and maintain user guides, training materials, and documentation for Zoho ERP workflows and processes.
• Act as the primary point of contact for troubleshooting Zoho ERP-related issues.