Zoho Expert for B2B Segmentation

Only for registered members Canada

3 weeks ago

Default job background
$15 - $38 (USD) per hour

Job summary

This position involves establishing a clean Trade database in Zoho CRM deduped firms contacts standardized fields attributing sign-up forms lead sources into CRM reliable channel segment reporting building insight-ready reporting framework Trade list growth path purchase conversion retention across key segments.

Responsibilities

  • Audit existing Zoho CRM data identify duplicate Trade accounts/contacts missing or inconsistent fields bad values in lead source / segment fields records that are Trade but not marked as such.
  • Deduplicate records normalize picklists e.g. Trade segment source role backfill Trade flags where inferable archive or clearly label legacy data excluded analytics.

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