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ZOHO specialist needed for cutover from Salesforce

$15-25 USD / hour

Suljettu
Julkaistu yli 5 vuotta sitten

$15-25 USD / hour

Company currently using Salesforce for basic lead tracking wants to convert current Salesforce information into Zoho. Project will involve setting up Zoho’s fields and build out for maximum utilization to follow customer from lead to installation of our application. To be accessed by approximately 10 people including sales, project management and implementers. Looking for someone to handle setup, configuration, customization, and training on how ZOHO works.
Projektin tunnus (ID): 18494718

Tietoa projektista

8 ehdotukset
Etäprojekti
Aktiivinen 5 vuotta sitten

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8 freelancerit tarjoavat keskimäärin $21 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 five years of extensive experience in Zoho Products. I have done customization, automation and integration in all Zoho Products as follows: Zoho Creator, Zoho CRM, Zoho Books, Zoho Invoices, Zoho Projects, Zoho Survey, Zoho Sites, Zoho Reports, Zoho Mail, Zoho Campaigns, Zoho Forms, Zoho Projects, Zoho Support and Zoho People. Customization: I have customized the Zoho Products as per the requirements and deliver the best design quality and enhance the existing system with my knowledge. Integration: 1.     Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites 2.     Zoho Creator with all Zoho Product Apps. 3.     Zoho Reports Integration 4.     Zoho Creator/CRM with Mail chimp. 5.     Zoho Creator with QuickBooks Online. 6.     Zoho Creator with Payment Gateway like PayPal, Stripe and Converge gateways. 7.     Integration as per company requirements using third part application like Zapier and etc, 8.     External API Calls 9.     Integration with RingCentral, Twillio and other phone based integrations. 10.                         Integration with Zoho Mail like Gmail, MS Office 365 and other MS office Setup. Automation: 1.     Workflow rules, Auto responders, Email Templates Creation. 2.     Follow Up Task,Alerts,Custom functions 3.     Automatic Rules, Reminder Setup, Notification via Email and SMS. 4.     
$22 USD 40 päivässä
4,6 (28 arvostelua)
5,3
5,3
Käyttäjän avatar
Hi there, Hope you are doing well. I am certified salesforce developer . Earlier I have done integration of sales force with Zoho so I can complete your task with efficiency. Love to know and discuss about your project details. Regards Rahul
$16 USD 40 päivässä
5,0 (1 arvostelu)
2,7
2,7
Käyttäjän avatar
Thank you for placing this requirement on freelancer. I've worked on Zoho for more then 3 years and can easily accomplish this task. • 6+ years of overall experience in the field of IT Service Management and Support(Cloud based applications and Enterprise infrastructure support) • Offshore and onshore cross functional team management(Bangalore, Nice and Australia) • Executed and defined ITIL service processes for incident and problem management. • Expertise in ITSM, INCIDENT MANAGEMENT, EVENT MANAGEMENT, PROBLEM MANAGEMENT, CHANGE MANAGEMENT and SERVICE DESK MANAGEMENT. • Root cause management and service improvement. • Service availability and SLA management. • Defined ITIL based stakeholder communication management and Global Account Management. • Tools: Service Now, SCSM(Guideres), Seibel CRM, BMC Remedy. • Certifications: ITIL Foundation V3, Six Sigma Black Belt and Train the trainer.
$27 USD 40 päivässä
0,0 (0 arvostelua)
0,0
0,0
Käyttäjän avatar
Hello. I see you are looking for CRM expert to transfer your lead capture functionality from SalesForce to Zoho CRM for following customer from lead to installation of your application! The information will be accessed by no more then 10 people - sales, project management implementers etc! I can sue ZOHO CRM documentation for the maximum customization of Zoho for your needs. I can create a custom web form for lead tracking! I'd love to hear more about your exact requirements! I'm CRM expert. My recent CRM project was https://www.freelancer.com/projects/php-mysql/zencart-dolibarr-connector/ the client needed a program (PHP, MySQL) to connect my Zen Cart online store to my Dolibarr ERP system. 1) When a new user creates an account on the Zen Cart store, a Third Party Contact "Prospect" must be created with the user's provided information. 2) When an order is placed on the Zen Cart store, a New Order Draft must be created with the order information (products, quantity, addresses, etc).
$15 USD 40 päivässä
0,0 (0 arvostelua)
1,8
1,8

Tietoja asiakkaasta

Maan UNITED STATES lippu
Mesa, United States
0,0
0
Liittynyt tammik. 9, 2019

Asiakkaan vahvistus

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