Zoho One CRM Configuration & Analytics

Job ID: 38234268

Budget: $30 – $250 USD

I'm in need of a Zoho expert to assist me with my Zoho One CRM. The primary tasks I require help with are related to customization and configuration of the CRM, as well as setting up and analyzing analytics.

Key Responsibilities:
1. REDESIGN CRM QUOTE PRINTOUT TO LOOK LIKE BOOKS CRM
2. CHANGE CRM QUOTE NUMBERING TO Q1 Q2
3. CREATE A BUTTON TO CONVERT CRM QUOTE TO BOOK BILLS
a. QUOTE MIGHT HAVE MORE THAN 1 BILL BILLABLE TO A CUSTOMER
4. ANALYTICS: REPORT FOR PURCHASE PER VENDER PER ITEM PER DATE
5. ANALYTICS: REPORT FOR INVOICE PER CUSTOMER PER ITEM PER DATE (STATEMENT OF ACCOUNT)

6. ANALYTICS: BOOKS PROFIT PER CUSTOMER REPORT/LINKED IN CRM CONTACT OR FINANCE
7. EMBED FORM IN WEBSITE
8. BOOKS: TEACH HOW TO HANDLE SALES COMMISSION
9. CRM : LINK MULTIPLE CONTACTS IN TRIP
10. ADD MULTI LOOKUP CONTACTS IN CRM QUOTE AND LINK


I'm looking for a professional who has:
- Extensive experience with Zoho One CRM
- Proven track record in customizing CRM systems
- Strong analytical skills and experience in setting up and analyzing CRM analytics
- Excellent communication skills and the ability to work collaboratively

If you think you're the right person for this job, I'd love to hear from you. Please provide examples of similar work you've done in the past.
Related categories: CRM Zoho