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Zoho CRM Configuration Specialist Needed

$250-750 USD

Em Andamento
Publicado há 3 meses

$250-750 USD

Pago na entrega
I'm seeking an expert who can effectively tailor our Zoho CRM system to improve its functionality. The successful freelancer will have a deep understanding of Zoho CRM and will be tasked to streamline: - Lead Management - Contact Management - Sales Pipeline Tracking This Zoho CRM system will be used by a team of 11 to 50 users, hence a major part of this project will focus on setting user permissions and access levels, ensuring an efficient flow of information and tasks among all our users. You'll be expected to: - Setup and configure vital features - Develop efficient sales funnels - Create an effective contact management system It's important that you have vast experience in this field and understand the needs of a business our size. If you also bring knowledge of potential integrations that would be beneficial to our CRM, your application will be highly considered - although not mandatory for this project. Let's connect and make our Zoho CRM more efficient and effective!
ID do Projeto: 37768099

Sobre o projeto

12 propostas
Projeto remoto
Ativo há 3 meses

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$0 USD em 7 dias
5,0 (1 avaliação)
3,8
3,8
12 freelancers estão ofertando em média $600 USD for esse trabalho
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Hi there! I will surely make your Zoho CRM more efficient and effective by improving its functionality. I am a ZOHO Consultant/developer who takes the time to learn your company’s unique business and sales process to ensure that your Zoho system is built out to your company’s needs. Expertise in the ZOHO CRM, Creator, Books, Mail, Invoices, Projects, etc. Here are the services I will provide: *. Customize and Automate the Zoho Creator app. *. Upgrade/Bug Fixing in the existing Zoho Creator app. *. Will create custom/Advanced analytics reporting in the Zoho Creator. *. Data Importing from files to the Zoho Creator Applications. *. Integration with third-party applications. *. Create Quote, SO, PO, and Email Templates, and set up Automation. *. Admin/Customer Portal. *. Migration from Pipedrive CRM, HubSpot CRM, Salesforce CRM, and other CRM *. OTHER INTEGRATIONS OR CUSTOM TASKS (Please, DM me to get a quotation) *. Other applications i.e. Creator, Books, Invoices, Projects, Sprint, Sales iq Chatbots, Zoho one. Let's get in touch via chat, Waiting for your positive response. Rekha Thakur
$700 USD em 8 dias
5,0 (2 avaliações)
6,0
6,0
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I am expert in zoho apps..............i can help you with this...........................Connect to me in chats
$250 USD em 7 dias
5,0 (33 avaliações)
5,4
5,4
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Hi there, I am excited to submit my proposal for the optimization of your Zoho CRM system to enhance its functionality and streamline your lead management, contact management, and sales pipeline tracking processes. Key Objectives: Lead Management: I will customize your Zoho CRM to ensure efficient lead capture, qualification, and nurturing processes. This includes setting up lead scoring, automated lead assignment rules, and personalized lead nurturing workflows. Contact Management: I will develop a comprehensive contact management system within Zoho CRM to centralize all customer information and interactions. This will involve customizing contact fields, creating segmentation criteria, and implementing automated communication workflows. Additional Services: Setup and Configuration: I will configure vital features of Zoho CRM, including custom modules, workflows, and automation rules, to align with your business processes and objectives. Sales Funnels Development: I will design and implement efficient sales funnels tailored to your unique sales cycle, enabling you to effectively track and manage leads through each stage of the sales process. Thank you for considering my proposal. I look forward to the opportunity to work with you and optimize your Zoho CRM system for success. Warm regards, Shelina C
$1.500 USD em 10 dias
5,0 (1 avaliação)
5,1
5,1
Avatar do Usuário
Hey! I am an expert ZOHO computer programmer with skills including Zoho and CRM. Result oriented expert in the implementation of Zoho products with more than 6 years experience in Zoho, plus 15 years of app&web&db development for dozens of sectors. Expand the core functionality of Zoho apps. I can develop custom Zoho CRM (Books, Desk, etc.) integrations upon your business needs. Automate your sales, marketing and business processes and standardize working methods. Customize standard modules, add additional functionalities, and make Zoho CRM work the way you do. With custom views, filters, and fields, decide how much data you want to see at any given time, and in the language you prefer. - Zoho CRM - Zoho Desk - Zoho Analytics - Zoho Books - Zoho Inventory - Zoho Creator - Zoho Recruit and Zoho People - Zoho Subscriptions - Orchestly - Zoho Catalyst and other API integration tools Please contact me to discuss more about this project. Thanks & regards
$250 USD em 4 dias
5,0 (1 avaliação)
3,1
3,1
Avatar do Usuário
Hi Good afternoon , How are you? I just saw your job posting . I see you have been looking for someone experience with these technologies Zoho and CRM. I believe this is some thing I can help you with because I have 9 years of experience working with these tech stacks and 8 years of experience working on freelancer.com which you can confirm from my profile: https://www.freelancer.com/u/AwaisChaudhry I have few questions: 1. These are all the requirements of your job or do you have more? If yes, Please provide detailed requirements. 2. Do you currently have anything done like Wireframes, UI/UX? Or this job has to be done from scratch? 3. What is the timeline to get this job done? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Lets start the chat and discuss your job in detail and we will continue from there. Regards, Awais
$750 USD em 11 dias
5,0 (1 avaliação)
2,7
2,7
Avatar do Usuário
Hello Greetings! I specialize in implementing and customizing Zoho CRM, Zoho Finance, Zoho Marketing, Zoho SalesIQ, and other Zoho suite of products. About me: 1-Zoho CRM customization and implementation. 2-Zoho Finance integration and automation. 3-Zoho Marketing automation and campaign management. 4-Zoho SalesIQ integration for live chat and visitor tracking. 5-Custom development and integration with other systems. 6-Training and support. 7- Zoho Inventory and its barcode printing capabilities. Work abilities : >> Available for communication for more than 10 hours each day. >> 8 Hours/Day and 40 Hours/Week. Daily or Weekly update. >> I am ready to work in a customized time zone i.e. EST/IST time zone. >> Free Bug-Fix support for 2 months after completion. Please let me know if you have any questions Thanks & Regards
$600 USD em 8 dias
0,0 (0 avaliações)
0,0
0,0
Avatar do Usuário
Hello,I have read the job description and I am interested in this job. I have 8 years experience in developing products using CRM and Zoho. I have read your requirements and am ready to start working for you. My Portfolio: https://www.freelancer.com/u/AITSoft Regards, Shamshad
$750 USD em 21 dias
0,0 (0 avaliações)
0,0
0,0
Avatar do Usuário
With extensive experience and a solid understanding of Zoho CRM, I believe I am the ideal professional to entrust with the optimization of your CRM system. My years in web development have honed my skills in understanding complex systems and designing streamlined solutions. Consequently, my expertise will be instrumental in setting up and configuring essential features, developing efficient sales funnels that align with your business needs and creating a robust contact management system. Moreover, having gained profound knowledge regarding user permissions and access, I assure you an efficient flow of information and tasks across your team. This is crucial for the effective functioning of the CRM system for a business your size with 11 to 50 users. Additionally, my dedication to staying updated with emerging technologies ensures that I bring fresh ideas into every project. While not mandatory for this project, I do possess considerable knowledge about potential integrations that would boost your CRM's effectiveness. So if needed, I'd be glad to offer insights on how you can enhance your system even further. Ultimately, choosing me means choosing someone who is trustworthy, proficient and committed to delivering beyond expectations. Together we can make your Zoho CRM optimized to its fullest potential!
$500 USD em 7 dias
0,0 (0 avaliações)
0,0
0,0
Avatar do Usuário
Hi, how are you? I read your project details and really interested in this project. I am full stack developer having a 5+ year experience doing similar jobs regarding to these skills CRM and Zoho. Please start the chat, I know exactly what u are looking I done similar many projects in past. I want to ask few questions, Please start the chat so we can have detailed discussion and finalize the timeline and budget. You can check my portfolio as well: https://www.freelancer.com/u/Sidrairfan078 Thanks! Sidra
$350 USD em 8 dias
0,0 (0 avaliações)
0,0
0,0
Avatar do Usuário
Hi, I can help you with anything regrarding your CRM needs, I would lvoe dive deeper into this journey with you. Let's connect so i can ask you more details about this project and see on what stage you are right now. Thanks,
$500 USD em 7 dias
0,0 (0 avaliações)
0,0
0,0

Sobre o cliente

Bandeira do(a) UNITED STATES
Miami, United States
0,0
0
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Membro desde fev. 14, 2024

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