Setup Zoho One Project

Job ID: 34866843

Budget: €18 – €36 EUR

You are a true Zoho expert, and you have implemented a lot of projects with Zoho One.

I’m looking for a long-term ZoHo consultancy, starting on a one-on-one base, discussing/defining the following topics.

We are 4 users
- Currently on MS365, convince us to change !?
- Calendar with bookings like Calendly (with paid bookings?)
- Zoho Meeting

Zoho Desk
- Create some sample users (we will change to SAML within weeks)
- Some design changes on the page
o Enable Chat bot: collect customer data before reaching an agent
o FAQ and Documentation must be limited to logged-in users
- Cookies information/selection

Zoho Subscriptions
- 1 free product
- 2 products monthly/yearly payment
- Already Connected to stripe
- How is the upgrade process?
- Prepare widget for WordPress

Zoho Marketing vs. Zoho Campaigns
- Ich möchte automatische Mails senden
o Kontaktformular – what’s next?
o Zoho Bookings -- double opt-in -- Thank you mail -- prepare for the meeting -- the meeting begins in an hour …

Integration in WordPress
- Page sense
- Contact form -- double Opt-in
- Zoho Subscriptions to subscribe to our service/product
- PopUp -- “schedule a meeting with us”
- Bot/Chat

Sort of consultancy
- Q&A on specific topics
- Build Workflows

I’d like to discuss the gig up front, I need your hourly rates and your availability.

I envision a screen-shared session so we can discuss what to do and so I can see where it has been configured for later tasks.

I need somebody with expert knowledge, at least on the modules I mentioned.

My priority is:

- Subscriptions
- Desk
- WordPress
- Campaigns

I did some tasks in all of the mentioned modules, but I can not glue this together and have questions about a lot of topics…

Is this something you can support?
I need to start today.
Related categories: Internet Marketing CRM Zoho Lead Generation