Comprehensive Zoho CRM Implementation

Job ID: 39873453

Budget: ₹1,500 – ₹12,500 INR

I am looking for a professional to implement Zoho CRM to optimize my mutual fund distribution business operations. The goal is to streamline sales processes, enhance customer relationship management, and automate marketing efforts. Key focus areas include lead management, pipeline tracking, auto task creation on incoming call, service request disposal and reporting and analytics. Additionally, I require integration of the CRM with an IP PBX telephony system to enable features like click-to-call and screen pop-ups for incoming calls. Ideal candidates should have experience in Zoho CRM implementation, integration with telephony systems, and a strong understanding of sales and marketing workflows. and financial services like mutual fund stock broking