Zoho One Specialist
Budget: $750 – $1,500 USD
Requierement for Zoho
Books:
Add invoices and expenses located in Quickbooks for the past 5 years to Books.
Add client information
Add supplier’s information
match contact details
Make sure accounts the same in Quickbooks and Books
Shopify to create invoices for the sales
Books allocate correctly the order to the correct account in Books and upload the records.
Quotations done in CRM needs to populate books
Teach staff how to use it
CRM:
Access accounts information from Books
Access details of invoices and PO from Books/Shopify
Integrate VOIP system with CRM
Automatically identify caller with account details
Record calls and store it in CRM
Make sure sales conversations in Shopify of SalesIQ chat get populated to the correct staff and assign the correct Lead to the correct agent in CRM
Create a sales funnel and move opportunities there.
Populate completed sales in Shopify to Sales closed in the sales funnel and update account details in CRM
Train team at DVEO on how to convert leads, create accounts, contact send contracts for signing and how to move the opportunities across the sales funnel.
Agents can see all the leads coming
Agents could change the ownership of a lead to other agent
Agents could take a look at the history of a contact and see details of company that work for
Agents can search information about an account or contact to see what have they bought historically
Agents should be able to see if customer paid for support invoices
Agents will be able to create quotations of products without having to involve Finance team or do it in Books
Quotations done in CRM needs to populate books
CRM needs to be able to see the serial numbers of the products a customer bought before
Integrate with Digital Signatures for contract signing
SalesIQ
Sales related queries will need to deal within SalesIQ
Support related queries needs to open ticket with Zoho Helpdesk support
Agents attending the customer in SalesIQ will get the CRM lead on their name
Create a dialogue bot using Zia in multiple languages to address the request to either support or sales queries, create leads sourcing details from customers
Create conversation Quick responses for agents
Agents will have the ability to change ownership of the conversation
Agents can monitor other conversations from other agents
Teach staff how to use it
HelpDesk support
Tickets coming from website needs to be created and assigned to the correct agent
Tickets needs to keep a SLA response time metric with warnings if tickets are not responded or closed and keep all the statistics
Tickets can be also opened by email
Tickets needs to be assigned to different agents if the equipment is related to streaming or to broadcast
Agents will have the ability to change ownership of the tickets
Help desk should be able to access customer information and see if customer paid for support
Help desk needs to be able to see the serial numbers of the products a customer bought before
Teach staff how to use it
Inventory
Input inventory from Quartermasters software into Zoho inventory
Sales done in Shopify needs to be able to update Inventory
Sales done in Books needs to update Inventory
Record the serial numbers of the products
Teach staff how to use it
Campaigns
Import contact details from CRM
New contacts from website needs to uploaded to a newsletter group
Teach staff how to use it, create campaigns, design newsletter, add contacts, send, etc
Forms
To notify by email of forms submitted
Create lead in CRM
Create SupportDesk ticket if related to support
Teach staff how to use it
Zoho Social
Set up Zoho Social for the use of the marketing team
Teach staff how to use it
Zoho One Dashboard
Create Zoho one Dashboard for monitoring all statistics
Business Intelligence
Create dashboards
These tools:
Sales:
Marketing:
Finance:
Helpdesk:
Social media:
Shopify:
Teach staff how to use it
Zoho Sign
Integrate with CRM and associate contracts signed to specific accounts in CRM
Books:
Add invoices and expenses located in Quickbooks for the past 5 years to Books.
Add client information
Add supplier’s information
match contact details
Make sure accounts the same in Quickbooks and Books
Shopify to create invoices for the sales
Books allocate correctly the order to the correct account in Books and upload the records.
Quotations done in CRM needs to populate books
Teach staff how to use it
CRM:
Access accounts information from Books
Access details of invoices and PO from Books/Shopify
Integrate VOIP system with CRM
Automatically identify caller with account details
Record calls and store it in CRM
Make sure sales conversations in Shopify of SalesIQ chat get populated to the correct staff and assign the correct Lead to the correct agent in CRM
Create a sales funnel and move opportunities there.
Populate completed sales in Shopify to Sales closed in the sales funnel and update account details in CRM
Train team at DVEO on how to convert leads, create accounts, contact send contracts for signing and how to move the opportunities across the sales funnel.
Agents can see all the leads coming
Agents could change the ownership of a lead to other agent
Agents could take a look at the history of a contact and see details of company that work for
Agents can search information about an account or contact to see what have they bought historically
Agents should be able to see if customer paid for support invoices
Agents will be able to create quotations of products without having to involve Finance team or do it in Books
Quotations done in CRM needs to populate books
CRM needs to be able to see the serial numbers of the products a customer bought before
Integrate with Digital Signatures for contract signing
SalesIQ
Sales related queries will need to deal within SalesIQ
Support related queries needs to open ticket with Zoho Helpdesk support
Agents attending the customer in SalesIQ will get the CRM lead on their name
Create a dialogue bot using Zia in multiple languages to address the request to either support or sales queries, create leads sourcing details from customers
Create conversation Quick responses for agents
Agents will have the ability to change ownership of the conversation
Agents can monitor other conversations from other agents
Teach staff how to use it
HelpDesk support
Tickets coming from website needs to be created and assigned to the correct agent
Tickets needs to keep a SLA response time metric with warnings if tickets are not responded or closed and keep all the statistics
Tickets can be also opened by email
Tickets needs to be assigned to different agents if the equipment is related to streaming or to broadcast
Agents will have the ability to change ownership of the tickets
Help desk should be able to access customer information and see if customer paid for support
Help desk needs to be able to see the serial numbers of the products a customer bought before
Teach staff how to use it
Inventory
Input inventory from Quartermasters software into Zoho inventory
Sales done in Shopify needs to be able to update Inventory
Sales done in Books needs to update Inventory
Record the serial numbers of the products
Teach staff how to use it
Campaigns
Import contact details from CRM
New contacts from website needs to uploaded to a newsletter group
Teach staff how to use it, create campaigns, design newsletter, add contacts, send, etc
Forms
To notify by email of forms submitted
Create lead in CRM
Create SupportDesk ticket if related to support
Teach staff how to use it
Zoho Social
Set up Zoho Social for the use of the marketing team
Teach staff how to use it
Zoho One Dashboard
Create Zoho one Dashboard for monitoring all statistics
Business Intelligence
Create dashboards
These tools:
Sales:
Marketing:
Finance:
Helpdesk:
Social media:
Shopify:
Teach staff how to use it
Zoho Sign
Integrate with CRM and associate contracts signed to specific accounts in CRM