Zoho Backend Executive

Crystal Presentation Solutions Pvt. Ltd. is one of India's leading Audio Visual (AV) System Integration companies with over 25 years of experience in delivering innovative AV and Unified Communication solutions for corporate offices, educational institutions, hospitality, healthcare, and government organizations.

We specialize in designing, supplying, installing, integrating, and supporting end-to-end AV solutions, including Boardrooms, Conference Rooms, Training Rooms, Video Walls, LED Displays, Digital Signage, Wireless Presentation Systems, Hybrid Meeting Solutions, and Annual Maintenance Contracts (AMC).

To streamline our business operations, we use Zoho One as our integrated business management platform. The selected candidate will play a key role in managing and optimizing all business processes through Zoho One.

Scope of Work in Zoho OneThe Zoho One Executive will be responsible for managing and supporting the following business functions:

• Customer Relationship Management (CRM)
• Lead management
• Customer and vendor database management
• Opportunity and sales pipeline tracking
• Follow-up reminders and customer communication
• Sales Operations
• Quotation preparation
• Sales order management
• Purchase order tracking
• Order execution and status monitoring
• Accounts & Finance
• Customer and vendor management
• Purchase Bills and Sales Invoices
• Payment follow-ups
• Expense management
• Integration with Zoho Books
• Financial reports and MIS
• Project Management
• Project creation and planning
• Task allocation
• Milestone tracking
• Project progress monitoring
• Timesheet management
• AMC & Service Management
• AMC contract management
• Preventive maintenance scheduling
• Service ticket creation and tracking
• Engineer assignment
• Service reports and customer feedback
• Complaint management and SLA monitoring
• Task & Workflow Management
• Daily task assignment
• Team collaboration
• Workflow automation
• Approval processes
• Notifications and reminders
• Inventory & Procurement
• Product database management
• Stock monitoring
• Purchase requests
• Material movement tracking
• Vendor coordination
• HR & Employee Management
• Employee records
• Attendance and leave management
• Performance tracking
• User access and permissions
• Reports & Analytics
• Daily, weekly, and monthly MIS reports
• Sales performance dashboards
• Project status reports
• Service and AMC reports
• Management dashboards using Zoho Analytics
• System Administration
• Zoho One application setup and customization
• Workflow automation
• User management and security
• Data migration and data quality management
• Integration between Zoho applications
• User training and technical support

The ideal candidate should have 1–3 years of hands-on experience with Zoho One, strong analytical skills, and the ability to automate business processes while supporting Sales, Accounts, Service, Projects, HR, and Operations teams.