Basic Zoho CRM Setup
Budget: ₹600 – ₹1,500 INR
I need a quick, streamlined implementation of Zoho CRM that lets my B2B sales team track and nurture leads more efficiently. The focus is purely on sales automation, with lead management as the top priority.
Scope of work:
• Configure core Zoho CRM modules so we can capture, qualify, and convert B2B leads.
• Create or adjust key lead fields and views that match our current spreadsheet tracking.
• Import a small sample file (≈100 records) to confirm everything maps correctly.
• Set up one simple workflow rule—for example, auto-assigning new leads to a salesperson.
• Provide a brief guide or screen-share walk-through so my team understands the setup and can extend it later.
This initial configuration should be clean and lightweight—no advanced forecasting or marketing automation needed right now. If the basics run smoothly, we can talk about deeper customization in a follow-up phase.
Scope of work:
• Configure core Zoho CRM modules so we can capture, qualify, and convert B2B leads.
• Create or adjust key lead fields and views that match our current spreadsheet tracking.
• Import a small sample file (≈100 records) to confirm everything maps correctly.
• Set up one simple workflow rule—for example, auto-assigning new leads to a salesperson.
• Provide a brief guide or screen-share walk-through so my team understands the setup and can extend it later.
This initial configuration should be clean and lightweight—no advanced forecasting or marketing automation needed right now. If the basics run smoothly, we can talk about deeper customization in a follow-up phase.