Closed

Complete Setup and Connection of ZOHO CRM to NetSuite ERP for Buy / Sell Business

Calling all ZOHO CRM Experts!

We currently use NetSuite for our full ERP system including CRM however we find the CRM and quote / deals side of things not so user friendly.

We are wondering if we can tailor ZOHO CRM to our needs and use for the CRM / Sales process side and to use NetSuite for Invoicing / Inventory Side of the business.

To describe our business we are a small business that does more small transactions rather than big project based sales. We like to follow all of our quotes and leads completely until we WIN them.

The aim is that the sales team and customer service team would not need access to NetSuite but would just use a very user-friendly CRM and Order / Proposal Entry Interface which drives the data back into NetSuite where required. We do not want it to be too much information overload –AS simple as possible.

User Friendly Dashboards and a Sales Pipeline is a must also with the use of the ZOHO app for Android and iOS devices.

In short we want our accounts teams and stock control / Dispatch Teams to use Netsuite and our Sales Team and Customer Service Team to use ZOHO CRM.

To do this we need to be able to create a proposal in ZOHO CRM and be able to roll it to a NetSuite Sales Order.

An important requirement is that we need to pull sales data from NetSuite into Zoho to view sales history and products purchased etc for a complete customer snapshot.

Before we proceed with anyone we will need to see a detailed proposal of how you think you can implement this and show visuals of how this will work.

Cheers

Habilidades: CRM, PHP, Salesforce.com, Arquitetura de software, Zoho

Veja mais: Setup Zoho CRM for our organization, setup workflow zoho crm, zoho crm setup, cazoomi sync login, cazoomi netsuite, cazoomi sync apps, cazoomi constant contact, cazoomi salesforce, cazoomi phone number, cazoomi constant contact salesforce, cazoomi login, php, software architecture, salesforce.com, crm, setup zoho crm, joomla zoho crm, complete setup calling card system voip, zoho crm projects, zoho crm bids

Acerca do Empregador:
( 5 comentários ) Corio, Australia

ID do Projeto: #16637224

15 freelancers estão ofertando em média $2658 para esse trabalho

Honestdeveloper1

Dear sir I have completed projects similar to your requirement in the past. If you could share your project detail requirements, I will share relevant past work and demo. I already developed 100+ apps and web Mais

$2500 AUD in 30 dias
(24 Comentários)
7.4
$2500 AUD in 30 dias
(25 Comentários)
7.0
redsparkinfo

Hello sir, Thank you for the posting here, I have reviewed your requirement and its really understandable. We do have expertise to create CRM you can see our similar work at this link. Here is our sample of work: Mais

$4444 AUD in 60 dias
(30 Comentários)
6.8
GMWinfotech

Hello, First of all thanks for sharing your job detail and post. I would be more than happy to share you my approach if we could meet over voice discussion since I have couple of queries based on my read which ne Mais

$3000 AUD in 45 dias
(71 Comentários)
7.1
inheritedarts

Hello, I've look at netsuite api and zoho crm api, thats fairly possible to do the integration by middleware app Lets discuss this more in detail over the chat and if we agree, then i will work on visuals Than Mais

$2777 AUD in 10 dias
(80 Comentários)
6.5
AzzkaNoor

Hello there. I have seen your job posting. I will like to ask some questions. Please come over the chat so we can discuss things. Some intro about me. I am an enthusiastic developer/implementer who does not stop unt Mais

$2500 AUD in 30 dias
(14 Comentários)
5.8
fairchance

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 Mais

$2500 AUD in 30 dias
(45 Comentários)
6.1
kripanidhi

ZOHO CRM AND SALESFORCE CRM EXPERT FOR 10 YEARS I WILL START RIGHT NOW !!!! AFTER GOING THROUGH THE PROJECT DESCRIPTION IM READY TO BUILD YOUR EXACT WEBSITE/PORTAL WITH ALL FEATURES & FUNCTIONS AS ACCORDING Mais

$1500 AUD in 30 dias
(42 Comentários)
5.5
sayootech

Hey, Greeting of the day, I am swatik. I was looking through your project requirements I have strong knowledge in { Website Design, PHP, Wordpress, Ecommerce, Magento, Opencart, HTML5, Jquery, Ajax, Javacript, Plu Mais

$1555 AUD in 10 dias
(53 Comentários)
5.8
fanninson45

INTRODUCTION I am a zoho expert. I have done similar project before; like this one here https://www.freelancer.com/projects/zoho/Zoho-Creator-database-for-orders/ Some of what you get from doing business with me Mais

$2500 AUD in 30 dias
(10 Comentários)
5.3
WebnAppExperts

Hello, Greetings !! ******CRM EXPERTS****** We will definitely create what you need we will pull sales data from NetSuite into Zoho to view all the sales history and products purchased. For meeting your requi Mais

$2500 AUD in 30 dias
(8 Comentários)
5.0
yaminisurender

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 Mais

$1888 AUD in 20 dias
(18 Comentários)
4.8
zephercode

I have experience with both NetSuite (7 years full time), and Zoho CRM (One). Plus I am a system integrator. Looking forward to helping you tailor a custom integration between both platforms. My name is Pablo. I am Mais

$3000 AUD in 30 dias
(7 Comentários)
4.9
$2700 AUD in 20 dias
(3 Comentários)
3.2
zhkhan89

Hello, I have read your project brief and would like to show our interest to work on this project. We have professionals with several years of experience to provide solutions to your most common Zoho CRM challenges. Mais

$4000 AUD in 30 dias
(0 Comentários)
0.0