Create and Configure Zoho one -- 2
Budget: $250 – $750 USD
I am in search of a freelance professional who possesses the expertise to not only create but also configure Zoho One to suit the unique requirements of my business. My primary focus is on the CRM (Customer Relationship Management) application within the Zoho One suite.
The ideal candidate should meet the following prerequisites:
Proficiency in working with Zoho One CRM: I require someone who has hands-on experience with the Zoho One CRM application and is well-versed in its functionalities.
Customization Skills: I need assistance in tailoring Zoho applications to align with the specific needs of my business. The freelancer should have the ability to customize Zoho One to optimize its performance for my organization.
Integration Knowledge: An essential skillset is the capability to seamlessly integrate Zoho with other systems or platforms that my business relies on. This integration proficiency is crucial for enhancing the overall efficiency of our operations.
Once the initial setup is complete, I will also require support to transition smoothly into using Zoho effectively. This support may include training and ongoing assistance to ensure a seamless adoption of the system.
If you possess the requisite experience with Zoho, have the skills to customize the applications, and can provide the necessary support, please consider applying for this project. More detailed information and specifics will be shared upon agreement and collaboration. Your expertise will be instrumental in streamlining our business processes and improving customer relationship management.
More information and details upon agreement
in details,
Zoho CRM : Modules to be implemented
Prospect, Leads management with Activity history
Customer with Activity history
Proposal Creation and sent
Manage Appointments and reminders
Import from Excel
Add Attachment
Conversion into Potentials
Setup Potentials Pipeline, Territory etc.
Custom module in CRM to maintain Customer Database.
Quote Module setup
Setup Roles and Profile based on Hierarchy
Workflow Setup to create lead funnel
GoogleAd Setup
Website integration with SalesIQ
Live View
Chat options – with Chat History
Visitors List – Leads, Contacts & Companies
Calls Integration
Facebook Ad setup
CRM Integration
Reports & Dashboards
Total Visits
Avg Visit Duration
Total Page View
Avg Pages per visit
Avg time on a page
Task Management
Blueprints
Time Tracking
SLA & Issue Tracking
Integration (with other Zoho modules)
Charts & Reports
User Administration
Create Surveys, Customize & Send
Collect Response
Analyze Reports
Online Poll Creator
Offline Survey
Integration (Webhook – CRM)
▪ Below is the list of modules/features to be implemented for Zoho People
Zoho People : Modules to be implemented
Core HR
Recruitment
Onboarding
Employee Management
Payroll
Expense Management
HR Analytics
Time & Attendance
Attendance Management
Shift Management
Timesheet
Employee Development
Performance & Appraisal Management
Learning & Development
Annual Surveys
The ideal candidate should meet the following prerequisites:
Proficiency in working with Zoho One CRM: I require someone who has hands-on experience with the Zoho One CRM application and is well-versed in its functionalities.
Customization Skills: I need assistance in tailoring Zoho applications to align with the specific needs of my business. The freelancer should have the ability to customize Zoho One to optimize its performance for my organization.
Integration Knowledge: An essential skillset is the capability to seamlessly integrate Zoho with other systems or platforms that my business relies on. This integration proficiency is crucial for enhancing the overall efficiency of our operations.
Once the initial setup is complete, I will also require support to transition smoothly into using Zoho effectively. This support may include training and ongoing assistance to ensure a seamless adoption of the system.
If you possess the requisite experience with Zoho, have the skills to customize the applications, and can provide the necessary support, please consider applying for this project. More detailed information and specifics will be shared upon agreement and collaboration. Your expertise will be instrumental in streamlining our business processes and improving customer relationship management.
More information and details upon agreement
in details,
Zoho CRM : Modules to be implemented
Prospect, Leads management with Activity history
Customer with Activity history
Proposal Creation and sent
Manage Appointments and reminders
Import from Excel
Add Attachment
Conversion into Potentials
Setup Potentials Pipeline, Territory etc.
Custom module in CRM to maintain Customer Database.
Quote Module setup
Setup Roles and Profile based on Hierarchy
Workflow Setup to create lead funnel
GoogleAd Setup
Website integration with SalesIQ
Live View
Chat options – with Chat History
Visitors List – Leads, Contacts & Companies
Calls Integration
Facebook Ad setup
CRM Integration
Reports & Dashboards
Total Visits
Avg Visit Duration
Total Page View
Avg Pages per visit
Avg time on a page
Task Management
Blueprints
Time Tracking
SLA & Issue Tracking
Integration (with other Zoho modules)
Charts & Reports
User Administration
Create Surveys, Customize & Send
Collect Response
Analyze Reports
Online Poll Creator
Offline Survey
Integration (Webhook – CRM)
▪ Below is the list of modules/features to be implemented for Zoho People
Zoho People : Modules to be implemented
Core HR
Recruitment
Onboarding
Employee Management
Payroll
Expense Management
HR Analytics
Time & Attendance
Attendance Management
Shift Management
Timesheet
Employee Development
Performance & Appraisal Management
Learning & Development
Annual Surveys