Zoho CRM Integrations, Automations, and Functionality
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Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |
Dhaka
#1 Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud
Gurgaon
PHP Developer -, Wordpress,Codeigniter,Zend Framework, Magento,Opencart,Laravel,Shopify, Sugar CRM, Cake PHP, Angularjs
Islamabad
ZOHO CRM,ZOHO CREATOR,ZOHO BOOKS,ZOHO COMPAIGNS,MOBILE APP DEVELOPMENT,WORDPRESS,SQUARESPCE
Islamabad
81293610932130180452200192617698857911565221339832211176321181872119838
Description
Experience Level: Expert
Zoho CRM Integrations, automations, and functionality
I use Zoho CRM to manage around 3,000 contacts, inviting them to events and dealing with bookings, pre and post event reminders, and managing the marketing activity around all of this.
I’ve done pretty well on some aspects of the set up, but am constantly frustrated by Zoho’s quirks around not being able to generate calculations or workflows around certain situations.
I’d like an experienced Zoho CRM expert to help me with:
- Integration with other platforms we use (e.g. MailChimp, FreeAgent)
- Adding some better functionality into email/email links (e.g. ability to book self into events)
- Workflows/alerts – e.g. alerts to user and changes to specified fields when someone books, or cancels, or unsubscribes
- Management of events, including dates, venues, hosts
- Analysis/reporting – e.g. most/least engaged by click rate or cancellation/no-show rates
Whether all of these wishlist items can be completed within Zoho, or with external tools and integration/API, or even if there is a better CRM/tool to help manage a member/events based business like ours, I’m up for discussion!
I’m therefore looking for someone with Zoho and CRM expertise, who can help plan out and then execute the system choices and set up changes required.
Initially I would like some indication that you have read and understood the requirement and have experience of this kind of solution and have thoughts as to how to spec out the requirement, the work and the cost. References will be required and checked. Generic responses from people who clearly haven’t read the brief will be ignored!
Many thanks. Kevin
I use Zoho CRM to manage around 3,000 contacts, inviting them to events and dealing with bookings, pre and post event reminders, and managing the marketing activity around all of this.
I’ve done pretty well on some aspects of the set up, but am constantly frustrated by Zoho’s quirks around not being able to generate calculations or workflows around certain situations.
I’d like an experienced Zoho CRM expert to help me with:
- Integration with other platforms we use (e.g. MailChimp, FreeAgent)
- Adding some better functionality into email/email links (e.g. ability to book self into events)
- Workflows/alerts – e.g. alerts to user and changes to specified fields when someone books, or cancels, or unsubscribes
- Management of events, including dates, venues, hosts
- Analysis/reporting – e.g. most/least engaged by click rate or cancellation/no-show rates
Whether all of these wishlist items can be completed within Zoho, or with external tools and integration/API, or even if there is a better CRM/tool to help manage a member/events based business like ours, I’m up for discussion!
I’m therefore looking for someone with Zoho and CRM expertise, who can help plan out and then execute the system choices and set up changes required.
Initially I would like some indication that you have read and understood the requirement and have experience of this kind of solution and have thoughts as to how to spec out the requirement, the work and the cost. References will be required and checked. Generic responses from people who clearly haven’t read the brief will be ignored!
Many thanks. Kevin
Kevin S.
100% (6)Projects Completed
6
Freelancers worked with
6
Projects awarded
67%
Last project
24 Oct 2019
United Kingdom
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