CRM Zoho Consultancy
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Post a project like this219
£30/hr(approx. $38/hr)
- Posted:
- Proposals: 19
- Remote
- #4061295
- Awarded
Trusted CRM Consultant and Data Automation Expert. Automating your business, designing your future!
Mumbai
Web and App Development | Database Expert | Database Analysis| Python Developer
Islamabad
UK-based Design Specialist | Skilled Multimedia Expert |Photo & Video Editor, Graphic designer, 2D Animator
London
Experienced Bubble.io, Webflow, Squarespace, Shopify and CRM developer(ZOHO, WHMCS, Dynamics 365, Monday)
Bay Minette
Laravel| Wordpress| Codeigniter| PHP| Drupal|Magento|Project Management & Software QA Engineer
London
PPH #1 "Top Rated" Service Provider in Development & IT : Wordpress, Shopify, Magento, Squarespace, ZOHO, WHMCS, Salesforce, Vtiger, Learndash, Moodle
Kenwick
Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |
Dhaka
SEO | PHP | WordPress |Salesforce |Zoho|UI/UX |MERN|Full Stack Development|Logo | Graphic Design
Agra
264240624990061021796996033379062478847954976021457010074308455625373233018042439226
Description
Experience Level: Expert
I am looking for a Zoho specialist who can help us to use CRM as our master contact tracking tool and track contacts from different parts of the business so we can quickly pull together distribution lists.
We need the following assistance:
-Advice on best way to enter and tag new contacts (both b2b contacts and b2c contacts)
- Import of Excel data from Vanilla Soft (another CRM system)
- Integrate Zoho with other 3rd party platforms (i.e. Thinkific LMS, Microsoft's Model Driven App)
I think it will involve helping myself and my colleague navigate the system but also ensuring that the systems are set up properly so that we always have the latest data flowing in.
I would be interested to know if you have supported previous clients with this and the estimated time you think it will take.
We need the following assistance:
-Advice on best way to enter and tag new contacts (both b2b contacts and b2c contacts)
- Import of Excel data from Vanilla Soft (another CRM system)
- Integrate Zoho with other 3rd party platforms (i.e. Thinkific LMS, Microsoft's Model Driven App)
I think it will involve helping myself and my colleague navigate the system but also ensuring that the systems are set up properly so that we always have the latest data flowing in.
I would be interested to know if you have supported previous clients with this and the estimated time you think it will take.
Sarah G.
100% (3)Projects Completed
5
Freelancers worked with
4
Projects awarded
88%
Last project
3 May 2024
United Kingdom
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