I am very familiar with ZOHO One & Zoho CRM and the applications we currently are using for our Email & Marketing Automation process now. I am the Super Admin for our account so I can give access to the right individual upon request.
This is not a difficult consult for the right person, but it will require that you have experience with Zoho One or the following Zoho Apps integrating together and be able to provide proof of that before I accept your offer. I also will require mandatory "Screen Sharing Session(s)" along with live conversation via voice connection to walk me thru the integration process (from where I'm at now which is pretty far along) with Q&A regarding reporting and notifications into CRM.
(I've been the Super Admin with much experience in custom ORG setup for SalesForce, ACT!, InsideSales and have extensive customization experience in Zoho but very little automation & API integration experience. The GOOD NEWS IS: that which I call "mandatory" for my job request is all Zoho to Zoho native integration and workflows)
This the broad overview of what's required for my first consult job from you.
********************************* MANDATORY REQUIRED OUTCOME ***********************************
NOTE: this is NOT A NEW SETUP
- Zoho Campaigns: List import logic, field mapping logic explanation, two-way data sync with CRM/Survey/SalesIQ, reporting setup & management explained in my use case.
- Zoho CRM: use data fields from Standard LEADS module to use with already connected integration via ZSC Key - Campaigns/Surveys/SalesIQ integrations. Creating custom views for specific lead actions taken from mass emails and Surveys completed via email only (no web surveys).
- Zoho Surveys: explanation of how this ties back to reporting from Campaigns/SalesIQ/CRM lead custom view.
- Zoho SalesIQ: Work with me on existing API connection to Campaigns and CRM and Landing Page on Wordpress to understand better "Live Chat" and the "Visits" page reporting in CRM.
- Zoho Reports: use case and to understand if it's applicable for my specific use with the above items.
_______________ NON-MANDATORY BUT WOULD BE EXTREMELY HELPFUL_______________
--- ScheduleOnce Zapier Integration (or Zoho API or even WEBHOOK integration) to PUSH date/time and other data from ScheduleOnce data capture during scheduling, rescheduling, and cancelations of bookings.
--- A MAJOR BONUS would be if you have a extensive knowledge of what can and cannot be done on the corresponding Zoho iOS apps.
________________________________ FINAL THOUGHTS _______________________________
I need someone who is native to the US english language and grammar ONLY. This is solely because I need to be able to clearly understand your verbal communication and proper use of the English grammar due to the job being 100% coaching/teaching/consulting (whatever you want to call it). I am very technical savvy, I just don't want to waste any time or money on disconnect due to lack of my only spoken and read language.
This job needs to be executed ASAP once accepted.
Initially I will require you send some sort of questions to get specific details that will help you quote the time needed for you to complete my requirements. We can either discuss them on an initial voice or web call which would be a 5-15 minute call to get clarification should you need.
Alternatively I can also send you screencast video links of my CRM setup, if needed as to specific areas within CRM or the other Apps to answer any clarifications for you to give a proper quote.
Upon completion of this job there may be an ongoing offer that I'd be willing to make around being our Zoho integration & automation remote support (which I'm heavily considering now).
Please READ this entire posting BEFORE you reply. I don't have time in my busy schedule to waste with auto bids of any sort.
Proven Zoho experience or Zoho certifications will be required prior to approval.
Thank you very much,