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Build out in Zoho One

min $50 USD / hour

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Julkaistu noin 4 vuotta sitten

min $50 USD / hour

I, with a team of 3, run an insurance and investment firm. We are in chaos without workflows or automation and I believe zoho can do that for us. We have used Zoho CRM for years, but I will admit it's currently not much more than a calendar and index of clients' contact information. We have recently discovered that our office needs to work like a conveyer belt when it comes to our sales/services processes. I would also appreciate introducing us to solutions we may not be aware of that can assist with Zoho One & Zoho CRM. We would ultimately like the CRM to keep us on track with day to day tasks such as servicing our existing clients with automation on renewals, prospecting for new clients, running campaigns, and putting out fires when customers call with a problem. This project will require a lot of hand holding, we have used zoho for a while but we are not familar enough to know how to make it work most effectively. I need someone to understand our business and have solutions to simplify our issues.
Projektin tunnus (ID): 23355923

Tietoa projektista

9 ehdotukset
Etäprojekti
Aktiivinen 4 vuotta sitten

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9 freelancerit tarjoavat keskimäärin $53 USD/tunti tätä projektia
Käyttäjän avatar
Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites and vice versa. Mailchimp INtegration Quickbooks Payment Gateway like PayPal, Stripe and Converge gateways RingCentral, Twillio and other phone based integrations. Zoho Mail with Gmail, MS Office 365 and other MS office Setup. Automation: Workflow rules, Auto responders, Email Templates Creation. Follow Up Task,Alerts,Custom functions Automatic Rules, Reminder Setup, Notification via Email and SMS. Dashboard Creation, Scheduled Reports with multiple formats. Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. · I work extremely fast. · I have a great knowledge on Zoho Products and Scripting behind business logic. · I can ensure quality communication. · I will complete the work as much as earlier and will do my best effort. · I will deliver the work on time with 100% quality. Support: I will give support for any kind of bugs/fixes. This states that I will be more attentive during the project and post production support. Thank you and I look forward to the opportunity to work with you Yamini Zoho Certified Consultant PS : I have worked for 4 insurance company with different Zoho requirements. So I can deliver you the best
$50 USD 30 päivässä
4,6 (25 arvostelua)
5,1
5,1
Käyttäjän avatar
Hi there, Hope you are doing well. Thank you for sharing requirements here. I am a Certified Zoho Developer. I have done many projects on Zoho. Let me know your feasible time to discuss further. Thanks & Regards, Waqar Ali
$50 USD 40 päivässä
4,9 (6 arvostelua)
3,9
3,9
Käyttäjän avatar
Hi, I'm a naval engineer, I speak perfect English and I have excellent communication. I have extensive virtual assistant experience (expert in excel, email management, research, data processing, data analysis, calls, tracking, etc.). I also have a master in project management and management, so it will not be a problem to make reports, weekly reports, etc. I have full-time hourly availability. It would be a pleasure to do the job! regards
$50 USD 40 päivässä
0,0 (0 arvostelua)
0,0
0,0
Käyttäjän avatar
I understand what you are saying and in this case, why don't you develop your own custom CRM system? Kindly ignore the bid amount & once requirements are finalized, I will then give you firm bid. Look forward to hearing from you. Thank you, LEADconcept
$50 USD 40 päivässä
0,0 (0 arvostelua)
0,0
0,0
Käyttäjän avatar
Dear Employer, My name is Soheeb and I am business consultant with 15 years of experience in creating business plans and processes, developing financial models and helping clients with market acquisitions. I with my team specialize in creating Zoho workflows and we have just recently concluded a project of implementing Zoho One suite in a leading Logistics company in North America. Zoho One has 40+ applications and the Sales Suite including SalesIQ, CRM and Campaigns can really benefit you in your lead generation and relationship management. Also we have configured Recruit, People and developed Workflows to automate the processes, while also creating blueprints in Zoho CRM to help the business take the leads through planned flow/journey/steps before converting them to customers - and this all also helps the company to limit the human errors. Let's please connect to discuss the project further. Thanks, Soheeb
$75 USD 40 päivässä
0,0 (0 arvostelua)
0,0
0,0
Käyttäjän avatar
I mainly work with API Integration project.I have passion about API. I have been in this field for more than 7 years. i have experience in C#,php,Perl,wordpress,Html,postgress ,Ubuntu,Crontab,Web Services, Rest Api, Zend ,YIi,Mysql. Relevant Skills and Experience so i am right candidate for your project because i have experience in C#,Perl,php,node.js,Ubuntu,Crontab,Crypto currency,Wordpress,Ebay,Amazon,Instagram,Mysql,Sqllite,Mongo Db, Soap Api projects.
$50 USD 40 päivässä
0,0 (0 arvostelua)
0,0
0,0

Tietoja asiakkaasta

Maan UNITED STATES lippu
Huntsville, United States
5,0
1
Liittynyt helmik. 13, 2017

Asiakkaan vahvistus

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