Zoho CRM Expertise:
○ Proficient in enabling sales and marketing using Zoho CRM.
○ Configure, customize, and optimize Zoho CRM to meet business needs.
○ Collaborate with sales and marketing teams to enhance CRM functionality.
2. Marketing Email Campaigns:
○ Execute and maintain marketing email campaigns using Zoho CRM.
○ Create targeted email content, track performance, and optimize campaigns.
○ Ensure compliance with email marketing best practices.
3. Cognito Forms Development:
○ Develop and maintain Cognito Forms for data collection and workflows.
○ Integrate Cognito Forms with other systems using Zapier.
○ Ensure seamless data flow and user-friendly form experiences.
○ Ensure data consistency across systems through regular data synchronization and reconciliation
4. Zapier Integration:
○ Proficient in using Zapier to connect various apps (Cognito Forms, Stripe, Zoho, ClickUp, etc.).
○ Automate processes, trigger actions, and streamline workflows.
○ Troubleshoot and optimize Zapier integrations.
5. QuickBooks Online Data Loading:
○ Enable and maintain data loading into QuickBooks Online.
○ Ensure accurate financial data transfer and reconciliation.
○ Collaborate with accounting and finance teams.
6. Data Manipulation (Excel/Google Sheets):
○ Proficient in complex data manipulation using Excel or Google Sheets.
○ Analyze, transform, and validate data for reporting and decision-making.
○ Create macros, formulas, and custom functions as needed.
7. Data Accuracy Testing:
○ Conduct rigorous data accuracy testing across applications.
○ Identify discrepancies, anomalies, and data quality issues.
○ Collaborate with QA teams to ensure reliable data.
8. Customer Acceptance Testing:
○ Perform customer acceptance testing for web and mobile applications.
○ Validate functionality, usability, and performance.
○ Provide feedback to development teams for continuous improvement.