
Zoho CRM Set Up And Integration
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Post a project like this1819
£150(approx. $202)
- Posted:
- Proposals: 9
- Remote
- #2905921
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Expert CRM Consultant: Salesforce, Zoho, Hubspot, MS Dynamics, Odoo, Creatio, and more
Website Developer, Graphic Designer, Transcriber, Content writer, CAD Expert, Python Developer, Photo Editor, Web Scrapper, JAVA developer, Android developer, Wix/Shopify Expert,

4x Salesforce Certified Professional & Zoho CRM Specialist, Business Analyst

♛ PPH No. #1 ♛ 21Years of Experience in Web Development , Web Designing, Magento , Shopify, WordPress , API Integration, Full-Stack Ruby on Rails Developer,AngularJS / Node.js


Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |

Certified Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud


IOS Development, Android applications developer, crm development, e-commerce development, mobile applications development, PHP programming language, software development, website development

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Description
Experience Level: Expert
I need a designer who specialises in Zoho CRM
I hope you are well.
I am considering moving over to Zoho CRM from Pipedrive and am looking for someone with the knowledge to help me set up to maximise my businesses potential.
What I need Zoho to do
- Have a robust B2B pipeline for the sales team to use
- Have a robust B2C Pipeline that integrates with our websites to keep track of orders
- Have a robust process to organise our associate workforce (sub contractors)
- Include reporting for our online coaching - I want to create a leaderboard function utilising the Zoho apps that captures analyses customer performance on our programme through a form or survey that can be accessed straight away by customers to see where they are compared to others - a leaderboard like you would get on a video game after the game is over
- Including monthly performance reporting which takes the same data as above but puts caps on the performance measures so that we can report monthly performance
- Include a quarterly report to online members that includes their peak height velocity score (a calculation of standing height, sitting height, weight and age)
- ++
Firstly I would like to know whether Zoho can achieve this and how long would you estimate it would take to set up?
Looking forward to hearing from you.
Kind regards,
Andy
I hope you are well.
I am considering moving over to Zoho CRM from Pipedrive and am looking for someone with the knowledge to help me set up to maximise my businesses potential.
What I need Zoho to do
- Have a robust B2B pipeline for the sales team to use
- Have a robust B2C Pipeline that integrates with our websites to keep track of orders
- Have a robust process to organise our associate workforce (sub contractors)
- Include reporting for our online coaching - I want to create a leaderboard function utilising the Zoho apps that captures analyses customer performance on our programme through a form or survey that can be accessed straight away by customers to see where they are compared to others - a leaderboard like you would get on a video game after the game is over
- Including monthly performance reporting which takes the same data as above but puts caps on the performance measures so that we can report monthly performance
- Include a quarterly report to online members that includes their peak height velocity score (a calculation of standing height, sitting height, weight and age)
- ++
Firstly I would like to know whether Zoho can achieve this and how long would you estimate it would take to set up?
Looking forward to hearing from you.
Kind regards,
Andy

Andy J.
100% (5)Projects Completed
3
Freelancers worked with
3
Projects awarded
40%
Last project
10 Jun 2022
United Kingdom
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