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Zoho SME Support (Projects, CRM,Books/Invoice, Analytics)

$250-750 USD

Cerrado
Publicado hace más de 3 años

$250-750 USD

Pagado a la entrega
Provide the following deliverables 1. SME support to implement project management framework into zoho apps ensuring appropriate workflows in place. ( the framework already developed but need to be mapped into the apps) 2. Ensure information flows consistently across zoho apps. 3. Customize reports as needed using Zoho Analytics 4. Train the trainer ( a resource in place have already made some progress however its not there yet)
ID del proyecto: 26386317

Información sobre el proyecto

9 propuestas
Proyecto remoto
Activo hace 4 años

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9 freelancers están ofertando un promedio de $714 USD por este trabajo
Avatar del usuario
My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites and vice versa. Mailchimp INtegration Quickbooks Payment Gateway like PayPal, Stripe and Converge gateways RingCentral, Twillio and other phone based integrations. Zoho Mail with Gmail, MS Office 365 and other MS office Setup. Automation: Workflow rules, Auto responders, Email Templates Creation. Follow Up Task,Alerts,Custom functions Automatic Rules, Reminder Setup, Notification via Email and SMS. Dashboard Creation, Scheduled Reports with multiple formats. Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. · I work extremely fast. · I have a great knowledge on Zoho Products and Scripting behind business logic. · I can ensure quality communication. · I will complete the work as much as earlier and will do my best effort. · I will deliver the work on time with 100% quality. Support: I will give support for any kind of bugs/fixes. I can able to implement the Zoho Creator/CRM Customisation and integration within 2 days since I have implemented 50+ business reporting with Zoho Thank you and I look forward to the opportunity to work with you Yamini Zoho Certified Consultant
$778 USD en 10 días
4,7 (31 comentarios)
5,5
5,5
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Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Workflows • Validations • Advanced Formula • Reports and Dashboards
$1.000 USD en 15 días
4,9 (16 comentarios)
5,0
5,0
Avatar del usuario
I have 6+ year experience in the field of Zoho one suite. I have expertise in Zoho Component (CRM, Creator, Inventory, Recruit, SalesIQ, Desk, Campaign, Project, Mail, Creator etc.) I can do various types of integration between zoho apps and other third party integration like (Google, Office 365, Xero, Insightly, Saasu, Clarizen etc.). I have worked with 200+ client in my career with 100% completed the jobs. below are the list of my work skills Zoho Creator: 1. Creator Form Management 2. Application Development 3. Report and Robust Database 4. Various Automatons 5. Delegue Script Development Zoho CRM: 1. Module Customisation and Creations 2. Layout management and layout setup. 3. Workflow Automation. 4. Custom function Implementation 5. Call, Event and Task Management. 6. User Management 7. Webhook Implementations 8. Report Creating Zoho Project: 1. Project Creations 2. API implementation Zoho Inventory: 1. Invoices Management 2. Purchase Order, Sales Order 3. Stocks and warehouse 4. Customer management Zoho to 3rd Party 1. Xero Integration 2. MailChimp Integration 3. Champaign Monitor Integration 4. Active Campaign Integration 5. Google 6. Facebook 7. Office 365 SMS Integration 1. Burst 2. Clickatel
$667 USD en 15 días
4,8 (10 comentarios)
5,3
5,3
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Hey there, I have 4 years of working experience in web technologies and I have a strong working knowledge of every possible framework which is in the market. In terms of client-end I know: Zoho Also I have done tons of work on freelancing career. I am waiting anxiously for a positive response from your side. And I have read your requirements as well. Thanks and regards, Shamshad
$750 USD en 11 días
0,0 (0 comentarios)
0,0
0,0
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I am a Zoho CRM Developer and Consultant having vast and good hands-on experience in working across multiple projects and organizations. I have worked on projects based on Zoho CRM and Zoho Creator. Creating custom functions using Deluge, API integrations and workflow automation is also one of my specialties. Apart from that, I have the skill set required to implement a sales playbook within CRM and make other customizations within the CRM making it highly productive and an easy to use UI. Having prior experience in creating automation, forms and buttons for different organizations practically helps me understand the scope of the project much faster. One of the recent similar projects I did was for a clinical website in Canada -: - Customized leads and deals module in Zoho CRM and added fields and buttons as per requirement. - Created custom forms to capture leads - Performed a complete audit of the existing CRM system to recommend where leads are not getting properly followed up by the sales team - Set up workflows and automation to create follow up tasks based on the type of lead - Set up dashboards for complete visibility into the sales pipeline - Alerts using custom functions if certain criteria not met e.g. if a lead is not contacted in the first 48 hours after sign up - Synced emails for a sales rep with Zoho - Automated invoice generation from sales
$500 USD en 7 días
0,0 (0 comentarios)
0,0
0,0
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Dear Hiring Manager/Hello I’ve carefully gone through your job posting . I ’m an expert and zoho Developer with 3+ years experiences of zoho Development and customization/automation. I am very much interested in your project with all of your requirements that you need set up of app in zoho creator and i have done many apps for small business and i have done many integration please see my projects. I am Zoho CRM/Cretor Consultant and Integration & setup Specialist. I work on cloud like Zoho CRM, Zoho Cretor, Zoho Books, Zoho Recruit, Zoho Project, Zoho People, Zoho Support, Zoho Mail etc. Specializes in the following Zoho aspects: Zoho CRM Customization - Custom layouts, custom fields, formula fields, custom functions, webhooks and custom PDF generation. Zoho Creator - Custom forms, multiple forms and functionality, Creator to CRM integration, Creator to reports integration, external api calls, embedding Creator forms within website, Deluge programming .
$500 USD en 7 días
0,0 (0 comentarios)
0,0
0,0
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Hello and Salaam Alekum I have 9 long years of experience in Zoho. Special and in depth k owledge of Zoho One suite and integrations of all apps accordingly put light to this projects acquirement. I can integrate modules leads to deal and then to project and in books until invoices. I can design blueprints and command center automation through workflows etc. Please communicate for prpfessional service delivery. Thank You
$778 USD en 20 días
0,0 (0 comentarios)
0,0
0,0
Avatar del usuario
Hi, Greetings of the day! As you might already have visited my profile, I have more than 5 years of experience in Process Design & Engineering and Business Process Development & Optimization. Relating to this, I have worked in several fields related to Business Operations Management, Data Refining & Analysis, ERP Analysis & Its Setting Up for the Organization, Implementation of CRM & Service Desk Systems, Implementation of Zoho Apps, Inventory Management, Product Management, etc. Talking specifically about Zoho & its apps, I have a total experience of 3 years of implementing Zoho Apps as an ERP for an organization. The Zoho apps which have been implemented & handled by me and my team are CRM, Desk, Campaigns, Projects, Analytics, Commerce, Sites, Marketing Hub, Books, Inventory, Social, Sprints, etc. Along with this, I also have an experience of creating the customized apps through Zoho Creator. The marketing part on Zoho Commerce and its tracking on Zoho SalesIQ is also done by me. Online assistance shall be provided for 2 months after the implementation & execution of this project on a free basis. The smart reports and dashboards sought by your management can be listed and handed over to us. Prior to working on this, a Requirement Check session shall be held on phone or on chat. If you want to get the implementation done at the earliest, please drop a message in my message box with the copy of your Requirements or SOP. Regards, Rohit Singh
$700 USD en 14 días
0,0 (0 comentarios)
0,0
0,0

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Bandera de SAUDI ARABIA
Riyadh, Saudi Arabia
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Miembro desde may 7, 2020

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