Zoho CRM Reconfiguration & Automation
Budget: $50 – $0 AUD
About Us
We are a B2B business selling into aged care providers, including organisations with multiple sites and complex stakeholder structures. We currently use Zoho CRM as our live sales system, but our configuration does not reflect best practice for B2B sales.
Specifically, our sales pipeline has been incorrectly managed in the Leads module, rather than through Accounts, Contacts, and Deals. This has limited our ability to manage multi-site organisations, forecast accurately, and scale our sales process.
We now want to reconfigure Zoho correctly, working within our existing system and data.
The Problem We Are Solving
• Sales pipeline stages currently exist in Leads (incorrect for B2B)
• Deals are underutilised or inconsistently used
• Many customers have multiple sites, but parent–child account relationships are not properly structured
• Leads can originate from individual sites or head office
• Reporting, forecasting, and pipeline visibility are limited as a result
We have internal Zoho capability, but we are seeking specialist Zoho CRM expertise to design and implement the correct structure.
What We Need Help With
We are seeking a Zoho CRM expert to:
1. Reconfigure Lead & Sales Pipeline Structure
• Redesign the system so:
o Leads are used only for early qualification
o All sales pipeline stages live in Deals (Kanban)
o Leads are converted early into Accounts, Contacts, and Deals
• Implement the exact configuration and workflow provided in a detailed design brief (supplied separately)
2. Implement Parent / Child Account Hierarchy
• Set up parent accounts for provider groups (e.g. organisations)
• Set up child accounts for individual sites / homes
• Ensure:
o Deals attach to the correct site
o Contacts attach at the appropriate level (site vs corporate)
o Group-level visibility and roll-up reporting works correctly
3. Advise on Migration of Existing Data
• Review existing Leads, Accounts, Contacts, and Deals
• Provide a clear migration plan to:
o Convert active Leads into Deals where appropriate
o Clean up duplicates
o Preserve historical data integrity
• Support or guide execution of this migration
4. Advise on Ongoing Best Practice
• Provide guidance on:
o How we should manage Zoho day-to-day for sales
o Pipeline hygiene and governance
o Reporting and dashboards for leadership
• Keep the system simple, scalable, and easy to maintain
5. (Phase 2 – Nice to Have)
• Experience with Monday.com
• Ability to advise on or support:
o Task and workflow integration between Zoho CRM and Monday
o Clear separation of CRM vs delivery/project execution
What We’re Looking For
You should:
• Have extensive experience configuring Zoho CRM for B2B sales
• Have worked on multi-site / multi-entity account structures
• Understand long sales cycles and relationship-based selling
• Be comfortable working in an existing live CRM
• Be able to explain and justify design decisions
• Share examples of similar Zoho CRM projects you’ve delivered
• Be pragmatic — we want clarity and usability, not over-engineering
Engagement Details
• Scope: CRM configuration, workflow design, migration advice
• Estimated effort: 5-10hrs
• Engagement type: Short-term project (not ongoing admin)
• Documentation or handover required
• Opportunity for follow-on work (Monday integration)
How to Respond
Please include:
• Brief overview of your Zoho CRM experience
• Examples of similar B2B Zoho sales implementations
• Any experience integrating Zoho with Monday
• Availability and hourly rates and est project cost
We are a B2B business selling into aged care providers, including organisations with multiple sites and complex stakeholder structures. We currently use Zoho CRM as our live sales system, but our configuration does not reflect best practice for B2B sales.
Specifically, our sales pipeline has been incorrectly managed in the Leads module, rather than through Accounts, Contacts, and Deals. This has limited our ability to manage multi-site organisations, forecast accurately, and scale our sales process.
We now want to reconfigure Zoho correctly, working within our existing system and data.
The Problem We Are Solving
• Sales pipeline stages currently exist in Leads (incorrect for B2B)
• Deals are underutilised or inconsistently used
• Many customers have multiple sites, but parent–child account relationships are not properly structured
• Leads can originate from individual sites or head office
• Reporting, forecasting, and pipeline visibility are limited as a result
We have internal Zoho capability, but we are seeking specialist Zoho CRM expertise to design and implement the correct structure.
What We Need Help With
We are seeking a Zoho CRM expert to:
1. Reconfigure Lead & Sales Pipeline Structure
• Redesign the system so:
o Leads are used only for early qualification
o All sales pipeline stages live in Deals (Kanban)
o Leads are converted early into Accounts, Contacts, and Deals
• Implement the exact configuration and workflow provided in a detailed design brief (supplied separately)
2. Implement Parent / Child Account Hierarchy
• Set up parent accounts for provider groups (e.g. organisations)
• Set up child accounts for individual sites / homes
• Ensure:
o Deals attach to the correct site
o Contacts attach at the appropriate level (site vs corporate)
o Group-level visibility and roll-up reporting works correctly
3. Advise on Migration of Existing Data
• Review existing Leads, Accounts, Contacts, and Deals
• Provide a clear migration plan to:
o Convert active Leads into Deals where appropriate
o Clean up duplicates
o Preserve historical data integrity
• Support or guide execution of this migration
4. Advise on Ongoing Best Practice
• Provide guidance on:
o How we should manage Zoho day-to-day for sales
o Pipeline hygiene and governance
o Reporting and dashboards for leadership
• Keep the system simple, scalable, and easy to maintain
5. (Phase 2 – Nice to Have)
• Experience with Monday.com
• Ability to advise on or support:
o Task and workflow integration between Zoho CRM and Monday
o Clear separation of CRM vs delivery/project execution
What We’re Looking For
You should:
• Have extensive experience configuring Zoho CRM for B2B sales
• Have worked on multi-site / multi-entity account structures
• Understand long sales cycles and relationship-based selling
• Be comfortable working in an existing live CRM
• Be able to explain and justify design decisions
• Share examples of similar Zoho CRM projects you’ve delivered
• Be pragmatic — we want clarity and usability, not over-engineering
Engagement Details
• Scope: CRM configuration, workflow design, migration advice
• Estimated effort: 5-10hrs
• Engagement type: Short-term project (not ongoing admin)
• Documentation or handover required
• Opportunity for follow-on work (Monday integration)
How to Respond
Please include:
• Brief overview of your Zoho CRM experience
• Examples of similar B2B Zoho sales implementations
• Any experience integrating Zoho with Monday
• Availability and hourly rates and est project cost