Zoho Implementation

Setup ZohoPLUS:

Programs we will be using: CRM, SalesIQ, Campaigns, Social, Projects, Show, Flow, Forms, SalesInbox, Sign

Specific Deliverables:

- Integrate third party products (Gsuite, RingCentral ((Calls and SMS - buttons should be on lead, contact and opportunity pages)), DocuSign, Xink and Stripe which are already setup).

- Sales: Implement workflows and automation (Contract Creation per sale, automatically pulling in details like first name, selected product etc, DocuSign for signature and Stripe for payment) .

- Data: import from Salesforce (ensuring there are no duplicates).

- Marketing: implement workflows (including mass email).

- Email Signatures: integrate Xink for emails.

- Email: (tracking on clicks, opens, forwards, two way sync from Zoho to Gmail).

- Webforms: create webforms (same as what we have on [url removed, login to view]) but through Zoho.

- Permissions: setup role based permissions.

- Reports: create graphical reports for sales staff and management.

- Dashboards: create dashboard for sales staff and management.

- Inventory Management: Import products from Airtable and create easily accessible inventory.

- Published documents: Setup Zoho show to replace

- Website: create analytics code for website to pull in tracking information, create chat that we can put on our website.

- Single Sign On: setup single on using Gsuite credentials.


- You will be working closely with our CTO and reporting to her on all activities.

- You will be working within our Trello Project Management Tool and communicating with us using Moxtra.

- You must have experience with Gsuite, Zoho and RingCentral.

- Delivery timeframe is within 3 days.

- Agree to hours per task and deliver based on agreed hours.

- Must be able to work around the clock for the next 3 days, teams and agencies are ok.

- We will work as a team to get this delivered and are technically capable to assist along the way.

- Must be available during London, UK hours.

Taidot: Asiakkuudenhallinta, Google App Engine, myyntityö, Stripe, Zoho

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Tietoa työnantajasta:
( 12 arvostelua ) Chermside, Australia

Projektin tunnus: #16196357

4 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön


Dear Sir, Hi I am Top Zoho Freelancer. Thank you for providing us this opportunity to serve you in a professional and efficient manner. Here are my different profile glimpses: [login to view URL] htt Lisää

$1800 USD 20 päivässä
(33 arvostelua)

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 integratio Lisää

$777 USD 5 päivässä
(17 arvostelua)

We as a Wisethink are an associate partner of ZOHO and we will do your development as per your need. We have gone through with both PDF files and need to be discussed on some points. We will maintain the worki Lisää

$1000 USD 10 päivässä
(1 arvostelu)

Hi, I'm happy to help you with ZOHO CRM implementation. We're currently helping startups for setting up a CRM system, Task Management, HR Management, Inventory & Warehouse Management system. Please check - CRM -> Lisää

$750 USD 10 päivässä
(0 arvostelua)