set up zoho crm
Budget: $15 – $25 USD
Hello!
We are a small company with a team of 3-4 people, providing printing and embroidery services for our clients. We have made the decision to implement Zoho One and have started configuring deal stages and required fields for our sales team. However, we've encountered some challenges in setting up the CRM as per our requirements. Our marketing specialist has outlined the actions that should be available for our sales team in the CRM:
Configure deal stages
Define mandatory and optional fields
Set up conditions for automated actions
Enable email sending and receiving through the CRM
Configure automatic email notifications based on specific actions in the deal
Integrate with Square and synchronize specific fields
Set up lead creation for each incoming call and the ability to make outbound calls directly from the CRM, while also saving call history in the deal
Create several standard reports and enable users to generate reports from various filters
Configure lead creation from incoming emails, automatically creating them in the CRM
We need to accomplish these tasks, and there may be additional requirements as we progress, which would entail a second phase of work.
Our marketing specialist has gained a good understanding of the CRM but has encountered a few roadblocks. Without resolving these issues, we can't proceed further.
Can you assist us in setting up the CRM? Additionally, are you open to the possibility of an ongoing technical support arrangement?
Attached is a technical specification document (a scheme with descriptions) that provides detailed information on everything we need to work within the CRM.
Thank you!
We are a small company with a team of 3-4 people, providing printing and embroidery services for our clients. We have made the decision to implement Zoho One and have started configuring deal stages and required fields for our sales team. However, we've encountered some challenges in setting up the CRM as per our requirements. Our marketing specialist has outlined the actions that should be available for our sales team in the CRM:
Configure deal stages
Define mandatory and optional fields
Set up conditions for automated actions
Enable email sending and receiving through the CRM
Configure automatic email notifications based on specific actions in the deal
Integrate with Square and synchronize specific fields
Set up lead creation for each incoming call and the ability to make outbound calls directly from the CRM, while also saving call history in the deal
Create several standard reports and enable users to generate reports from various filters
Configure lead creation from incoming emails, automatically creating them in the CRM
We need to accomplish these tasks, and there may be additional requirements as we progress, which would entail a second phase of work.
Our marketing specialist has gained a good understanding of the CRM but has encountered a few roadblocks. Without resolving these issues, we can't proceed further.
Can you assist us in setting up the CRM? Additionally, are you open to the possibility of an ongoing technical support arrangement?
Attached is a technical specification document (a scheme with descriptions) that provides detailed information on everything we need to work within the CRM.
Thank you!