Expert Zoho One Developer Needed
Budget: $15 – $25 USD
I need professional help with Zoho One. My main requirements are:
1. The initial focus should be on integrating basic functionalities. Progression may include payment integrations, order management integration, and inventory syncing.
2. Ability to integrate with multiple payment systems initially and accommodate additional systems inthe future.
3. Consider integrating telephony systems with Zoho CRM. Explore options to handle calls within
Freshdesk.
4. Consider implementing the Minimum Viable Product (MVP) stage to evaluate the effectiveness of the Zoho CRM and Desk setup.
5. Consider scalability and future enhancements beyond the MVP stage, such as adding additional integrations or features.
6. Start with integrating emails and begin working with CRM, while planning to add further integrations gradually.
7. Plan for manual updates between Zoho CRM and external systems until automated integration is established.
8. Evaluate different vendors(Twilio, RingCentral, Ringostat) that offer integrations with Zoho CRM and Freshdesk for telephony services.Explore options for IVR setup to route calls based on sales or support queries effectively. Inquire about features like phone conversation transcripts and voicemail transcripts offered by telephony systems.Evaluate the feasibility of integrating existing phone numbers and server information for telephony purposes.
9. Estimate a timeline of approximately two to three weeks to integrate basic functionalities and set up draft blueprints.
10. Assess the feasibility of integrating email addresses independently by the customer to expedite the process.
11. Initially not needed, but eventually requires synchronization of orders from BigCommerce to Zoho CRM.
12. Create a simple deal flow for salespeople to start working with minimal automation initially
13. Implement lead management processes for leads generated from various sources.Implement a straightforward process for manual lead creation and assignment within the CRM system.Explore automation options within Zoho CRM for auto assignment of leads and streamlining workflow processes.
14. Integration with Zoho Social for connecting Instagram, Facebook, Twitter, etc., to Zoho CRM, considering limitations for social media accounts.
15. Need for Avalara integration to automatically check tax rates based on the client's shipping address when creating pro forma invoices or invoices.(later)
16. Integrate order management systems like LinnWorks with Zoho CRM.
17. Implement workflow rules to automate repetitive tasks and improve efficiency.
Specific Requirements
1. Capture leads from emails into Zoho CRM using functionalities such as email parser or email-to-lead extension. Prioritize email integration as a significant source of leads.Integrate both public and private email addresses with Zoho CRM to streamline communication and lead management.Implement workflows or rules to segregate and filter out internal emails and non-sales-related emails to prevent cluttering the CRM with irrelevant data.Develop a lead qualification process to identify interested leads and filter out junk leads.Develop a system to categorize emails based on their nature (e.g., sales inquiries, technical inquiries) to streamline the sales process.Distinguish between sales and support cases for further action.
2. Manual assignment of new leads if no existing matches are found (by email/full name).Requirement to link leads with existing contacts based on matching criteria like phone numbers or email addresses, with a workflow rule to automate this process.
3. Require automatic assignment of lead status(active/passive) with the option for manual changes,considering the nature of calls and email interactions.
4. The possibility of agents asking qualification questions during calls and updating the lead status accordingly. Explore the possibility of customizing the pop-up interface in Zoho CRM to provide relevant information and suggestions(regarding products) during calls with clients. Splitting the qualification stage into interested and not interested flows.
5. Concerns about lead merging based on past issues, proposing to leave leads untouched(do not convert them) to avoid confusion.
6. Ability to customize the stages of the deal pipeline, including adding or removing stages.
7. Ability to auto-generate payment links for payments and send them via email/SMS to customers.
8. Track the status of payments processed through payment gateways. Implement automatic status changes for invoices and related entities based on payment status. Notify customers and agents regarding payment statuses and outstanding invoices. Send notifications via email or SMS to prompt customers to pay invoices. Need to accommodate delayed payment options for clients who pay invoices after a specified period (e.g., 30 days). Alert agents and managers about unpaid invoices and canceled deals for further action.Ability to attach PDFs of proforma invoices to payment notification emails for customer reference.Automatic updating of invoice status to "Paid" and creation of payment within Zoho CRM upon receipt of payment confirmation from payment gateways.
9. Streamline order processing by creating orders and contacts directly from leads within the CRM system. Need to create contacts and deals from the lead module, including specific information for the discovery stage and identification of B2B or B2C clients. Ability to specify if B2B clients are sales exempt during the deal creation process.Requirement to upload sales certificates for sales exempt B2B clients(prevent deal completion if the sales certificate is not uploaded, option to configure the system for clients to upload the sales certificate themselves via a link provided in an email or SMS).Inclusion of a stage for "certificate requested" to track clients needing to upload sales certificates. Utilization of estimated deal value for initial discussions and negotiations with customers. Closure of deals with "Closed-Won" status upon completion of delivery.Classification of deals based on the likelihood of future orders from the client (e.g., "Repeat Deal" or "No Further Deal").Recording of reasons for deal cancellations and confirmation of invoice cancellations. Ability to designate specific deals with a "Delayed Payment" status and define payment conditions for these deals.Synchronization of order status changes, including tracking numbers and shipping dates, between Zoho CRM and the order management system.Integration of calendar reminders for various stages of the deal process, including follow-up actions and repeat deals.
10. Auto-creation or manual creation of pro forma invoices as part of the deal stages.Notation that a proforma invoice is generated once details are agreed upon by the customer.Addition of a stage forpreparing and sending pro forma invoices.Incorporation of a stage in the deal flow for preparing and sending pro forma invoices to clients.Ability to embed payment links within invoice or pro forma invoice modules and records.Option to automatically email invoices from Zoho CRM to another accounting system(Dext) for further processing.
11. Need to capture information regarding the products that the client needs or wants to buy from the in the client future.
12. Integration of Zoho Contracts application with Zoho CRM for contract management.Option to automatically generate contracts based on predefined conditions or create them manually as needed.Ability to incorporate mandatory fields for contracts within the CRM system and send contract forms to clients for filling out mandatory fields.Create customizable contract templates, with placeholders for CRM data.Automation of contract-related actions, such as sending contracts to clients, tracking contract status, and receiving notifications upon contract signing.
13. Notification system to remind agents to recontact customers if invoices remain unpaid after a specified period.
14. Consideration of integrating with Avalara API for tax-related functionalities, such as calculating tax rates based on client's shipping address. Decision to skip Avalara integration for the initial stage and manually input tax-related information as needed.
15. Ensure seamless transfer of support-related information between Zoho CRM and Desk.
Please check gen req-nts, I also can provide flow upon request and approximate roadmap
1. The initial focus should be on integrating basic functionalities. Progression may include payment integrations, order management integration, and inventory syncing.
2. Ability to integrate with multiple payment systems initially and accommodate additional systems inthe future.
3. Consider integrating telephony systems with Zoho CRM. Explore options to handle calls within
Freshdesk.
4. Consider implementing the Minimum Viable Product (MVP) stage to evaluate the effectiveness of the Zoho CRM and Desk setup.
5. Consider scalability and future enhancements beyond the MVP stage, such as adding additional integrations or features.
6. Start with integrating emails and begin working with CRM, while planning to add further integrations gradually.
7. Plan for manual updates between Zoho CRM and external systems until automated integration is established.
8. Evaluate different vendors(Twilio, RingCentral, Ringostat) that offer integrations with Zoho CRM and Freshdesk for telephony services.Explore options for IVR setup to route calls based on sales or support queries effectively. Inquire about features like phone conversation transcripts and voicemail transcripts offered by telephony systems.Evaluate the feasibility of integrating existing phone numbers and server information for telephony purposes.
9. Estimate a timeline of approximately two to three weeks to integrate basic functionalities and set up draft blueprints.
10. Assess the feasibility of integrating email addresses independently by the customer to expedite the process.
11. Initially not needed, but eventually requires synchronization of orders from BigCommerce to Zoho CRM.
12. Create a simple deal flow for salespeople to start working with minimal automation initially
13. Implement lead management processes for leads generated from various sources.Implement a straightforward process for manual lead creation and assignment within the CRM system.Explore automation options within Zoho CRM for auto assignment of leads and streamlining workflow processes.
14. Integration with Zoho Social for connecting Instagram, Facebook, Twitter, etc., to Zoho CRM, considering limitations for social media accounts.
15. Need for Avalara integration to automatically check tax rates based on the client's shipping address when creating pro forma invoices or invoices.(later)
16. Integrate order management systems like LinnWorks with Zoho CRM.
17. Implement workflow rules to automate repetitive tasks and improve efficiency.
Specific Requirements
1. Capture leads from emails into Zoho CRM using functionalities such as email parser or email-to-lead extension. Prioritize email integration as a significant source of leads.Integrate both public and private email addresses with Zoho CRM to streamline communication and lead management.Implement workflows or rules to segregate and filter out internal emails and non-sales-related emails to prevent cluttering the CRM with irrelevant data.Develop a lead qualification process to identify interested leads and filter out junk leads.Develop a system to categorize emails based on their nature (e.g., sales inquiries, technical inquiries) to streamline the sales process.Distinguish between sales and support cases for further action.
2. Manual assignment of new leads if no existing matches are found (by email/full name).Requirement to link leads with existing contacts based on matching criteria like phone numbers or email addresses, with a workflow rule to automate this process.
3. Require automatic assignment of lead status(active/passive) with the option for manual changes,considering the nature of calls and email interactions.
4. The possibility of agents asking qualification questions during calls and updating the lead status accordingly. Explore the possibility of customizing the pop-up interface in Zoho CRM to provide relevant information and suggestions(regarding products) during calls with clients. Splitting the qualification stage into interested and not interested flows.
5. Concerns about lead merging based on past issues, proposing to leave leads untouched(do not convert them) to avoid confusion.
6. Ability to customize the stages of the deal pipeline, including adding or removing stages.
7. Ability to auto-generate payment links for payments and send them via email/SMS to customers.
8. Track the status of payments processed through payment gateways. Implement automatic status changes for invoices and related entities based on payment status. Notify customers and agents regarding payment statuses and outstanding invoices. Send notifications via email or SMS to prompt customers to pay invoices. Need to accommodate delayed payment options for clients who pay invoices after a specified period (e.g., 30 days). Alert agents and managers about unpaid invoices and canceled deals for further action.Ability to attach PDFs of proforma invoices to payment notification emails for customer reference.Automatic updating of invoice status to "Paid" and creation of payment within Zoho CRM upon receipt of payment confirmation from payment gateways.
9. Streamline order processing by creating orders and contacts directly from leads within the CRM system. Need to create contacts and deals from the lead module, including specific information for the discovery stage and identification of B2B or B2C clients. Ability to specify if B2B clients are sales exempt during the deal creation process.Requirement to upload sales certificates for sales exempt B2B clients(prevent deal completion if the sales certificate is not uploaded, option to configure the system for clients to upload the sales certificate themselves via a link provided in an email or SMS).Inclusion of a stage for "certificate requested" to track clients needing to upload sales certificates. Utilization of estimated deal value for initial discussions and negotiations with customers. Closure of deals with "Closed-Won" status upon completion of delivery.Classification of deals based on the likelihood of future orders from the client (e.g., "Repeat Deal" or "No Further Deal").Recording of reasons for deal cancellations and confirmation of invoice cancellations. Ability to designate specific deals with a "Delayed Payment" status and define payment conditions for these deals.Synchronization of order status changes, including tracking numbers and shipping dates, between Zoho CRM and the order management system.Integration of calendar reminders for various stages of the deal process, including follow-up actions and repeat deals.
10. Auto-creation or manual creation of pro forma invoices as part of the deal stages.Notation that a proforma invoice is generated once details are agreed upon by the customer.Addition of a stage forpreparing and sending pro forma invoices.Incorporation of a stage in the deal flow for preparing and sending pro forma invoices to clients.Ability to embed payment links within invoice or pro forma invoice modules and records.Option to automatically email invoices from Zoho CRM to another accounting system(Dext) for further processing.
11. Need to capture information regarding the products that the client needs or wants to buy from the in the client future.
12. Integration of Zoho Contracts application with Zoho CRM for contract management.Option to automatically generate contracts based on predefined conditions or create them manually as needed.Ability to incorporate mandatory fields for contracts within the CRM system and send contract forms to clients for filling out mandatory fields.Create customizable contract templates, with placeholders for CRM data.Automation of contract-related actions, such as sending contracts to clients, tracking contract status, and receiving notifications upon contract signing.
13. Notification system to remind agents to recontact customers if invoices remain unpaid after a specified period.
14. Consideration of integrating with Avalara API for tax-related functionalities, such as calculating tax rates based on client's shipping address. Decision to skip Avalara integration for the initial stage and manually input tax-related information as needed.
15. Ensure seamless transfer of support-related information between Zoho CRM and Desk.
Please check gen req-nts, I also can provide flow upon request and approximate roadmap