Zoho CRM Sales Tracking Setup
Budget: ₹12,500 – ₹37,500 INR
IMPORTANT:
a) Experts who have done at least 20 CRM module Implementation need to apply
b) We have basic Zoho CRM implemented already but we need to customize it to our requirements.
c) We need at least 20 hours to train 6 resources to use this module as much as possible.
d) We need the associate documentation and training guides for future employees.
I’m ready to roll out Zoho CRM across my organisation with one clear objective: tighten up how we track and manage every sale from the first touch to fulfilled order. To make that happen, I need an experienced Zoho specialist who can configure the platform so it mirrors our real-world flow, then connect it to the rest of our tech stack.
Scope of work
• Map and build three core processes—lead management, sales pipeline and order fulfilment—inside Zoho CRM, including stages, custom fields and automated task reminders.
• Create dashboards and reports that give my team instant visibility into conversion rates, deal values and bottlenecks.
• Integrate Zoho CRM with our existing email marketing tool, accounting software and customer support system so data moves seamlessly and we avoid double entry.
• Provide brief hand-off documentation or a quick walkthrough so my team can hit the ground running.
Acceptance criteria
The job is complete when I can:
1. Enter a lead and watch it progress through each pipeline stage without manual intervention.
2. Generate a real-time report summarising open deals, expected revenue and fulfilled orders.
3. See contacts, invoices and support tickets synchronise correctly between Zoho CRM and the connected platforms.
If you’ve implemented similar end-to-end setups, let’s talk—I’m eager to get this live soon.
a) Experts who have done at least 20 CRM module Implementation need to apply
b) We have basic Zoho CRM implemented already but we need to customize it to our requirements.
c) We need at least 20 hours to train 6 resources to use this module as much as possible.
d) We need the associate documentation and training guides for future employees.
I’m ready to roll out Zoho CRM across my organisation with one clear objective: tighten up how we track and manage every sale from the first touch to fulfilled order. To make that happen, I need an experienced Zoho specialist who can configure the platform so it mirrors our real-world flow, then connect it to the rest of our tech stack.
Scope of work
• Map and build three core processes—lead management, sales pipeline and order fulfilment—inside Zoho CRM, including stages, custom fields and automated task reminders.
• Create dashboards and reports that give my team instant visibility into conversion rates, deal values and bottlenecks.
• Integrate Zoho CRM with our existing email marketing tool, accounting software and customer support system so data moves seamlessly and we avoid double entry.
• Provide brief hand-off documentation or a quick walkthrough so my team can hit the ground running.
Acceptance criteria
The job is complete when I can:
1. Enter a lead and watch it progress through each pipeline stage without manual intervention.
2. Generate a real-time report summarising open deals, expected revenue and fulfilled orders.
3. See contacts, invoices and support tickets synchronise correctly between Zoho CRM and the connected platforms.
If you’ve implemented similar end-to-end setups, let’s talk—I’m eager to get this live soon.