Customization of ZOHO CRM
Budget: $250 – $750 USD
I need Zoho CRM to be customized for a B2C Sales cycle. Each lead needs to be tracked as it progresses through the sales cycle and reports need to be created to indicate the success or failure ratios between each step. I also need Zoho to be integrated with our lead source software Sales Rabbit.
PuraSoft needs a “user friendly” contact manager that is able to show the flow of contacts through our sales cycle with simple access to each step of the cycle using visible tabs.
As contacts travel through each of the cycle all customer information will be carried forward with only the status and additional information being changed.
As contacts travel through each step, we need to measure our daily, weekly, monthly, and yearly performance with ratios between each step with visible tabs or pull-down options, allowing for comparisons with previous time periods to show trends in performance.
The active contacts need to be seen in multiple formats especially being able to view them on a calendar without our having to create or run complicated filters. A filter should only be needed if the query is outside of the normal daily, weekly, monthly, yearly needed views or reports.
Each step of the sales cycle should be displayed in the top navigation bar with a global date range option so that we don’t have to reselect the date range for each step.
We need to be able to view a report to show us the performance by our different lead sources such as
Canvassing versus NHO lead versus home show etc. So, at the end of the month, I can see 50 sales were from Canvassing and 32 from NHO.
For example, if I make an appointment with Bob Maier on Dec 8 he has progressed from leads to appointment.
I sell Bob Maier a PuraMax on Dec 11. His info populates and moves under Sales.
If an appointment doesn’t result in a sale his info would progress to the appropriate step of the sales cycle under No Demo, DNI, No money or one of those options.
If a sale is created then I will set the date to Install the sold equipment.
Then under service I will choose a date to enter when I return for service.
PuraSoft needs a “user friendly” contact manager that is able to show the flow of contacts through our sales cycle with simple access to each step of the cycle using visible tabs.
As contacts travel through each of the cycle all customer information will be carried forward with only the status and additional information being changed.
As contacts travel through each step, we need to measure our daily, weekly, monthly, and yearly performance with ratios between each step with visible tabs or pull-down options, allowing for comparisons with previous time periods to show trends in performance.
The active contacts need to be seen in multiple formats especially being able to view them on a calendar without our having to create or run complicated filters. A filter should only be needed if the query is outside of the normal daily, weekly, monthly, yearly needed views or reports.
Each step of the sales cycle should be displayed in the top navigation bar with a global date range option so that we don’t have to reselect the date range for each step.
We need to be able to view a report to show us the performance by our different lead sources such as
Canvassing versus NHO lead versus home show etc. So, at the end of the month, I can see 50 sales were from Canvassing and 32 from NHO.
For example, if I make an appointment with Bob Maier on Dec 8 he has progressed from leads to appointment.
I sell Bob Maier a PuraMax on Dec 11. His info populates and moves under Sales.
If an appointment doesn’t result in a sale his info would progress to the appropriate step of the sales cycle under No Demo, DNI, No money or one of those options.
If a sale is created then I will set the date to Install the sold equipment.
Then under service I will choose a date to enter when I return for service.