ZOHO Devolpement setup

.Sales dashboard
.operation dashboard
.Manager Dashboard Finance dashboard
.KPIS
.Pipeline
• SALES DASHBOARD
• Request number on every deal/lead same number
• Fields: Name, Phone number, Email, booking date, Contact
date automatically, Service type (Visa, Tours, Transportation,
Inbound package, Corporates).
• Nationality
• Amount
• Lead source Automatically
• Price books to show sales team
• Workdrive folder ID automatically
• Note
• Option for private or public tour
• Operations Dashboard
• Leads owner appears automatically
• Customers’ details appears automatically and cannot be edited
• Booking date
• Expenses
• Tour guide
• Expense type if other Blank field appears
• Cancellation section
• Section for car/bus rental with driver name section
Transportation workflow
• Sales Dashboard
• Pick up time & Date
• Pick up and Drop off location
• Car type
• Operations Dashboard
• Operation Name
• Driver Name
• Expenses
• Tickets
VISAS WORKFLOW
• Sales Dashboard
• Passport Copy
• ID copy
• Travel date
• Embassy country
• Location (Riyadh, Jeddah, Dammam, Mecca, Madinah)
• Operations Dashboard
• National Adress
• Bank statement
• S
• S
INTEGRATIONS
• Integration Between chat center – Desk and Emails
• Provide number for the Emails to supervise the team
• Integrate phone calls with zoho desk
• Integrate between live chat and desk
• Integrate social media and desk
• Integration between CRM & DESK
• Integration between ZIA & DESK
NOTE ZOHO DESK:
Track every ticket status
Automated forms to departments
Knowledge base for each department
NOTE ZOHO DESK:
Track every ticket status
Automated forms to departments
Knowledge base for each department
SLA AND TIMINGS
Specific timing for each request
Report for each department based on SLA’S automatically
ZOHO CREATOR
• Trip management through field coordinator
• Date, Destination and Customer Tickets
• Specific Dashboard for each trip and it’s status
• Expenses per trip
• Form to the field coordinator to add the expenses of each trip
• Attach the expenses invoices of the trip by the field coordinator
and add the name of the tour guide
• ADD the tour guide name
ZOHO PEOPLE
• Employees Database
• File for each
• employee with his data
• Emergency number
• Working start date
• Salary and commissions if included
• Auto number for the employee ID and single sign
• Check in and check out attending sheet
• GPS check in
• Payroll integration
• KPI’S
• Reports per quarter
• The employee can see his performance
• Employee self service
• Access for the employee based on the department chosen
WEBSITE INTEGRATION
• The customer confirmed trip automatically processed to CRM
• Integrate payment gateway to create a link
ZOHO MARKETING INTEGRATION
• Create journey to the customers
• Sends welcoming email
• After the trip the customer receives a link for their Feedback
ZOHO EXPENSES
• Office expenses to made in expenses and approved by the
manager
• CEO DASHBOARDS TO FOLLOW UP THE company