
Build new CRM on Zoho
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Post a project like this3069
£500(approx. $676)
- Posted:
- Proposals: 8
- Remote
- #1661119
- PRE-FUNDED
- Awarded
♛ PPH No. #1 ♛ 12 Years of Experience in Web & Mobile Development & Designing ✔ Magento ✔ Shopify ✔ WordPress ✔ API Integration ✔ React Native ✔ AngularJS / Node.js ✔Responsive Design


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


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

930276117000513644229885799261761580592710769301804
Description
Experience Level: Intermediate
Estimated project duration: Not sure
General information for the business: We provide internship programs in China and the UK
Kind of development: New program from scratch
Platform: Zoho
Num. of modules: 5
Description of every module: Module 1 - Sales Leads (Students) - data will be captured from inbound leads on Zohoforms on website. This form will include the university name of the sales lead
Module 2- Participants- After sales lead (student) pays for their internship program, they are converted to a 'Participant' - this module must have fields that are autopopulated once the participant sends in a customised Zohoform
Module 3- Alumni- After the participant has been on the internship program, they must be converted to 'alumni' (and be separate from the participants)
Module 4- Universities- All universities will be in Zoho, so any lead or participant will be automatically assigned to the university. However, there must also be an option to add University contacts (academics) to the university AND the ability to create a deal with the university (so it is a seperate sales pipeline to the sales lead/participant pipeline)
Module 5- Host Companies
Each participant will be assigned a 'Host Company'- there must be a module that contains all these host companies with the ability to add contacts to the Host Company
Description of requirements/functionality: Automated emails (ideally done through ZohoCampaigns) will be sent once a sales lead is in the CRM. e.g. Day 1 receive email A, Day 3 email B, Day 5 email C......
-Expect there to be 8 automated emails required. Content of the emails will be provided
Specific technologies required: Will also be subscribing to ZohoCampaigns, ZohoForms, and ZohoSurvey
Extra notes:
Kind of development: New program from scratch
Platform: Zoho
Num. of modules: 5
Description of every module: Module 1 - Sales Leads (Students) - data will be captured from inbound leads on Zohoforms on website. This form will include the university name of the sales lead
Module 2- Participants- After sales lead (student) pays for their internship program, they are converted to a 'Participant' - this module must have fields that are autopopulated once the participant sends in a customised Zohoform
Module 3- Alumni- After the participant has been on the internship program, they must be converted to 'alumni' (and be separate from the participants)
Module 4- Universities- All universities will be in Zoho, so any lead or participant will be automatically assigned to the university. However, there must also be an option to add University contacts (academics) to the university AND the ability to create a deal with the university (so it is a seperate sales pipeline to the sales lead/participant pipeline)
Module 5- Host Companies
Each participant will be assigned a 'Host Company'- there must be a module that contains all these host companies with the ability to add contacts to the Host Company
Description of requirements/functionality: Automated emails (ideally done through ZohoCampaigns) will be sent once a sales lead is in the CRM. e.g. Day 1 receive email A, Day 3 email B, Day 5 email C......
-Expect there to be 8 automated emails required. Content of the emails will be provided
Specific technologies required: Will also be subscribing to ZohoCampaigns, ZohoForms, and ZohoSurvey
Extra notes:
Jason K.
100% (7)Projects Completed
5
Freelancers worked with
5
Projects awarded
14%
Last project
4 Oct 2018
United Kingdom
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