Zoho CRM PLUS - Custom Function for moving leads after some time
Budget: $15 – $25 USD
I need a custom function developed within our Zoho CRM system that will streamline our process for managing and following up on contacts. Our primary goal is to automate follow-ups to ensure no potential lead falls through the cracks due to manual handling.
Key Requirements:
- Develop a custom function or workflow inside Zoho CRM that automatically moves contacts after 1 week from their initial entry into our system.
- Upon moving the contact, the custom function should assign the contact to a different team member who hasn't previously dealt with the contact. This ensures fresh eyes and a new approach to every follow-up, maximizing our conversion potential.
- The automation should seamlessly integrate within our current setup, ensuring no disruption to our existing workflows.
- The function needs to be adaptable, allowing for future adjustments based on our evolving business needs or changes in follow-up strategy.
Ideal Skills and Experience:
- Strong expertise in Zoho CRM platform, with specific experience in customization and automation.
- Proven track record of creating effective CRM workflows for sales and marketing purposes.
- Ability to understand our business process and suggest improvements beyond the scope of this project.
- Excellent communication skills to ensure the project meets our specific requirements.
This project is perfect for a freelancer who is detail-oriented, has a solid understanding of sales processes, and is experienced in maximizing the capabilities of Zoho CRM to facilitate business growth. Your contribution will directly impact our operational efficiency and help us maintain a high level of engagement with our leads.
Key Requirements:
- Develop a custom function or workflow inside Zoho CRM that automatically moves contacts after 1 week from their initial entry into our system.
- Upon moving the contact, the custom function should assign the contact to a different team member who hasn't previously dealt with the contact. This ensures fresh eyes and a new approach to every follow-up, maximizing our conversion potential.
- The automation should seamlessly integrate within our current setup, ensuring no disruption to our existing workflows.
- The function needs to be adaptable, allowing for future adjustments based on our evolving business needs or changes in follow-up strategy.
Ideal Skills and Experience:
- Strong expertise in Zoho CRM platform, with specific experience in customization and automation.
- Proven track record of creating effective CRM workflows for sales and marketing purposes.
- Ability to understand our business process and suggest improvements beyond the scope of this project.
- Excellent communication skills to ensure the project meets our specific requirements.
This project is perfect for a freelancer who is detail-oriented, has a solid understanding of sales processes, and is experienced in maximizing the capabilities of Zoho CRM to facilitate business growth. Your contribution will directly impact our operational efficiency and help us maintain a high level of engagement with our leads.