Zoho Crm setup and workflow build out
Budget: £250 – £750 GBP
Hi, im looking for a price to set up my Soho one system for my kitchen and bathroom remodelling business, in an ideal world it will be able to do the following:
1) Leads collected from multiple channels, Facebook from, Facebook messenger, web forms, emails and also manually add from phone etc these should appear straight into the crm as an enquiry
All enquiries are then pre qualified with email/ message templates or fill out a form
If qualified we add them to a schedule to book an in home survey where the salesman can demonstrate and sell kitchens/bathrooms. When a survey is scheduled a reminder should be sent via email / text and also a reminder sent to the sales person. the lead should be tagged as qualified at this stage.
After the survey has been completed a quote will need to be written (ideally within the system) and sent to the customer. this will be tagged as quote sent to follow up, some form of automation should be in place to let them know the quote has been sent and someone will be in touch soon to follow up
Any quotes that are not accepted by the customer will be moved to unclosed `so we can market to them in the future, and closed deals will be converted to customer pipeline, and an installation date will be scheduled at this point we will ask them to sign an agreement. Again contact will be made and installation dates will be sent via email/txt
Next step is to send the customer an invoice with payment details so they can pay their deposit, again moving the customer through the pipeline, when payment is received we would like the system to be able to send a payment receipt to the customer.
Once payment is received the customer moved to paid, we can then order products assign fitters, rubbish removal, delivery of products (the customer won't have any communications from this side)
a reminder will be sent to the customer 1 week before their job is due to start.
Can we have a customer portal where each customer can access all of their documents, quotes, installation dates, guarantees etc from one spot as well as a link to request any remedial work to zoho desk
once the whole process in complete we would send an email / txt to request reviews and also implement a referal scheme
Im sure there will be a lot of details to iron out but hopefully this overview will give you a goo insight of what I'm after
1) Leads collected from multiple channels, Facebook from, Facebook messenger, web forms, emails and also manually add from phone etc these should appear straight into the crm as an enquiry
All enquiries are then pre qualified with email/ message templates or fill out a form
If qualified we add them to a schedule to book an in home survey where the salesman can demonstrate and sell kitchens/bathrooms. When a survey is scheduled a reminder should be sent via email / text and also a reminder sent to the sales person. the lead should be tagged as qualified at this stage.
After the survey has been completed a quote will need to be written (ideally within the system) and sent to the customer. this will be tagged as quote sent to follow up, some form of automation should be in place to let them know the quote has been sent and someone will be in touch soon to follow up
Any quotes that are not accepted by the customer will be moved to unclosed `so we can market to them in the future, and closed deals will be converted to customer pipeline, and an installation date will be scheduled at this point we will ask them to sign an agreement. Again contact will be made and installation dates will be sent via email/txt
Next step is to send the customer an invoice with payment details so they can pay their deposit, again moving the customer through the pipeline, when payment is received we would like the system to be able to send a payment receipt to the customer.
Once payment is received the customer moved to paid, we can then order products assign fitters, rubbish removal, delivery of products (the customer won't have any communications from this side)
a reminder will be sent to the customer 1 week before their job is due to start.
Can we have a customer portal where each customer can access all of their documents, quotes, installation dates, guarantees etc from one spot as well as a link to request any remedial work to zoho desk
once the whole process in complete we would send an email / txt to request reviews and also implement a referal scheme
Im sure there will be a lot of details to iron out but hopefully this overview will give you a goo insight of what I'm after