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iitian_bhai

Chaitanya K

@iitian_bhai

Zoho CRM Setup, Automation and Dashboards

India
English, Hindi
About me
I help businesses configure Zoho CRM around their sales and operational processes. My services include CRM setup, custom modules, fields, workflows, Deluge functions, Zoho Flow integrations, and dashboards for sales, operations, funnels, and marketing performance. I focus on organised data, reliable automation, useful reporting, and reducing repetitive work. With an engineering and analytical background, I take a structured approach to understanding your requirements and delivering practical solutions with clear scope, testing, and handover.... Read more

Skills

i
iitian_bhai
Chaitanya K
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will set up and customize zoho CRM with workflows and automation
From$20 / projectMore details
CRM Management
I will create zoho CRM dashboards and reports for sales and operations
From$100 / projectMore details

Portfolio

Work experience

MarineMax

Marketing Data Analysis

MarineMax • Full-time

Feb 2021 - Present • 5 yrs 8 mos

For the past 5 and a half years, I’ve been working as a Marketing Data Analyst at Marine Tackles. In this role, I handle end-to-end analytics across sales, marketing, and inventory. I design and automate dashboards in Zoho, leveraging Zoho custom functions, workflow automation, custom modules, and Deluge to transform raw data into actionable insights. Additionally, I have a good working knowledge of Python for data analysis and advanced Excel for quick insights and automation. I’m excited about this opportunity where I can combine technical skills with business understanding to deliver meaningful insights — and I believe I'm a perfect match for this role. Currently, I’m working on the “Tuna Port Customer Acquisition Project,” where I’m leading the data analytics and started everything from scratch. I conducted an exploratory analysis of over 500 small traders in Tuna, Gujarat. Using SQL, I extracted historical campaign data to create an interactive Tableau Story dashboard, which was used for presenting insights to stakeholders. Based on these findings, I collaborated with the marketing team to design and execute targeted offline and online campaigns. To validate the strategy's effectiveness, a lift test was performed during the first two months, comparing control and targeted groups to confirm an incremental lift in sales. This data-driven approach led to a 30% increase in sales from that area within six months by successfully converting small traders into active customers.