Zoho Developer
Budget: $30 – $250 USD
Social Media leads automation: Any lead that comes in from social media (FB, IG, Twitter, or website form fill during work hours should connect to an agent under 60 seconds. Leads that come in after work hours should go into a que and should connect as soon as the agent is live on the following business day. The lead data from social media accounts and website form fills should also go into the “Prospect” section.
Doctor’s office phone number should have a click to call option.
ZOHO Campaign:
Create a form that we can embed on our website to sign up customers for newsletter.
Zoho Sign for Doctor’s Office: Create a prescription that we can send to doctors for signature. This document will require doctor’s email address.
Zoho Sign for HR department: Create documents for HR department.
WhatsApp Integration with Zoho:
Setup ZOHO Desk:
Setup assignment rules in ZOHO desk. Automatically assign tickets to the right agent or group.
1. If a call comes in to return a CGM monitor, the ticket should be assigned to the “Billing Department”.
2. If someone calls and would like to refill their sensors, create a ticket and send it to the “Billing Department”.
Setup Notifications:
• Escalate a ticket. Create escalation SLA. Send a notification to manager if a ticket is not closed within a certain time.
• Send a notification to customer when their ticket is closed, and issue is resolved.
• Use Central Email address to create a support ticket.
• Obtain service tickets from website, phone, dedicated email address, texting, and social media sites.
Doctor’s office phone number should have a click to call option.
ZOHO Campaign:
Create a form that we can embed on our website to sign up customers for newsletter.
Zoho Sign for Doctor’s Office: Create a prescription that we can send to doctors for signature. This document will require doctor’s email address.
Zoho Sign for HR department: Create documents for HR department.
WhatsApp Integration with Zoho:
Setup ZOHO Desk:
Setup assignment rules in ZOHO desk. Automatically assign tickets to the right agent or group.
1. If a call comes in to return a CGM monitor, the ticket should be assigned to the “Billing Department”.
2. If someone calls and would like to refill their sensors, create a ticket and send it to the “Billing Department”.
Setup Notifications:
• Escalate a ticket. Create escalation SLA. Send a notification to manager if a ticket is not closed within a certain time.
• Send a notification to customer when their ticket is closed, and issue is resolved.
• Use Central Email address to create a support ticket.
• Obtain service tickets from website, phone, dedicated email address, texting, and social media sites.