Zoho Developer -- 2
Budget: $30 – $250 USD
ZOHO People:
Setup Zoho People where the job description for each employee is on Zoho People.
HR Documents that every employee should sign via Zoho sign:
1. Signed Job Description
2. Signed NDA
3. Signed Non-compete Agreement
4. Signed Offer Letter
5. Signed Non-disparagement Agreement.
6. Company Handbook
Social Media leads automation: Any lead that comes in from social media (FB, IG, Twitter, LinkedIn, Pinterest, Youtube, Google, Bing 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. (Tag each lead differently so that we know where the lead came in from.)
Doctor’s office phone number should have a click to call option from the patient’s page of the CRM.
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.
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.
Zoho Forms: Link the 3 forms on www.cgmmonitors.com to Zoho CRM as a Prospect. (Do not change the layout of design of the website, insert code into Zoho where there is no need to redesign the website. The website is built on PHP.) Tag each one of the form differently.
1. Contact us form
2. Form on main home page
3. Form for “Find out if you qualify”
ZOHO Creator: Create a portal for Vendors to upload an excel file or a CSV file with new patients data and then upload Rx and Chartnotes. Vendor should also have the option of entering information of a new patient one by one if they like and upload. (Use Zoho Creator) Vendor should be able to view the prospect in the sales pipeline. Vendor should be able to add notes to a prospect’s profile. Based on the insurances, vendor receives difference commission. If the prospect passes QC department and the prospect is billed to insurance company, then vendor is due for a commission. We would like to connect this vendor portal to ZOHO Books and ZOHO CRM. Vendor should be able to view ONLY his prospects and patients. Zoho Login Portal for your Clients, Affiliates, or Partners - YouTube (The vendor Portal should be something like this)
Integrate with Humble Fax so that we can send a fax to the doctor and receive the fax directly into Zoho CRM.
Integrate Ytel telephone/texting system with ZOHO and Whatsapp Business to ZOHO.
Button: Call, Text, WhatsApp and Email Button on CRM Dashboard Details page top right corner for the Patient page.
Button: Call, Zoho Sign and Fax button on the CRM Dashboard details page top right corner for the Accounts page
Zoho CRM “Task” Bar
Create automation where every new prospect shows up as a task to call for the Call Center department and all the employees within the call center department as a round robin.
If the Prospect is interested in the CGM and provides his or her insurance information and doctors information then that potential patient/prospect goes to the “Doctor Chasing department”
Setup Zoho People where the job description for each employee is on Zoho People.
HR Documents that every employee should sign via Zoho sign:
1. Signed Job Description
2. Signed NDA
3. Signed Non-compete Agreement
4. Signed Offer Letter
5. Signed Non-disparagement Agreement.
6. Company Handbook
Social Media leads automation: Any lead that comes in from social media (FB, IG, Twitter, LinkedIn, Pinterest, Youtube, Google, Bing 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. (Tag each lead differently so that we know where the lead came in from.)
Doctor’s office phone number should have a click to call option from the patient’s page of the CRM.
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.
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.
Zoho Forms: Link the 3 forms on www.cgmmonitors.com to Zoho CRM as a Prospect. (Do not change the layout of design of the website, insert code into Zoho where there is no need to redesign the website. The website is built on PHP.) Tag each one of the form differently.
1. Contact us form
2. Form on main home page
3. Form for “Find out if you qualify”
ZOHO Creator: Create a portal for Vendors to upload an excel file or a CSV file with new patients data and then upload Rx and Chartnotes. Vendor should also have the option of entering information of a new patient one by one if they like and upload. (Use Zoho Creator) Vendor should be able to view the prospect in the sales pipeline. Vendor should be able to add notes to a prospect’s profile. Based on the insurances, vendor receives difference commission. If the prospect passes QC department and the prospect is billed to insurance company, then vendor is due for a commission. We would like to connect this vendor portal to ZOHO Books and ZOHO CRM. Vendor should be able to view ONLY his prospects and patients. Zoho Login Portal for your Clients, Affiliates, or Partners - YouTube (The vendor Portal should be something like this)
Integrate with Humble Fax so that we can send a fax to the doctor and receive the fax directly into Zoho CRM.
Integrate Ytel telephone/texting system with ZOHO and Whatsapp Business to ZOHO.
Button: Call, Text, WhatsApp and Email Button on CRM Dashboard Details page top right corner for the Patient page.
Button: Call, Zoho Sign and Fax button on the CRM Dashboard details page top right corner for the Accounts page
Zoho CRM “Task” Bar
Create automation where every new prospect shows up as a task to call for the Call Center department and all the employees within the call center department as a round robin.
If the Prospect is interested in the CGM and provides his or her insurance information and doctors information then that potential patient/prospect goes to the “Doctor Chasing department”