Zoho Crm Assistance
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Post a project like this£251(approx. $319)
- Posted:
- Proposals: 14
- Remote
- #2530090
- OPPORTUNITY
- Expired
4x Salesforce Certified Professional & Zoho CRM Specialist, Business Analyst
Greater Noida
WEBSITE DEVELOPMENT & DESIGN ! WORDPRESS ! JAVA ! PHP ! JAVASCRIPT ! GRAPHIC DESIGN | VIDEO | EXCEL VBA & MACRO EXPERT
New Delhi
Zoho CRM,Zoho Creator,Zoho One,Chatbot,Sales IQ,Pipedrive CRM,Sugar CRM,Salesforce CRM
Lahore
30187949885791204137185012719142571926933254088525610662782060279953828359142996304
Description
Experience Level: Intermediate
I am looking for someone to assist with setting up Zoho Crm.
I am mainly interested in the vendors and products section and need help is making the crm work to my business requirements.
Within products I require the following:
1, Add supplier price (price the supplier charges us)
2, Add our commission (we add our commision this ranges from 10% to 70% on top of the supplier price
3, The sales price (supplier plus our commission) need to appear on list price on the product details as this is the price we will send to the client
4, The supplier price needs to appear on the purchase order
I also need help with the sales funnel process for my business, below is my basic flow.
1, Client goes to the website fills in form/tawk/call
2, We send a quote with the clients requirement
3, We call the client
4, We chase the client emails /calls/discuss the quote etc
5, Invoice the client
6, Client pays deposit
7, We book the suppliers
8, Client pays the final balance 2 weeks prior the departure
9, Client pays
10, We send final itinerary
11, We send follow up email
I also have two business branches one is pounds and the other in euros is it possible to set up invoice / products into pounds and euros?
Looking forward to hearing from you.
I am mainly interested in the vendors and products section and need help is making the crm work to my business requirements.
Within products I require the following:
1, Add supplier price (price the supplier charges us)
2, Add our commission (we add our commision this ranges from 10% to 70% on top of the supplier price
3, The sales price (supplier plus our commission) need to appear on list price on the product details as this is the price we will send to the client
4, The supplier price needs to appear on the purchase order
I also need help with the sales funnel process for my business, below is my basic flow.
1, Client goes to the website fills in form/tawk/call
2, We send a quote with the clients requirement
3, We call the client
4, We chase the client emails /calls/discuss the quote etc
5, Invoice the client
6, Client pays deposit
7, We book the suppliers
8, Client pays the final balance 2 weeks prior the departure
9, Client pays
10, We send final itinerary
11, We send follow up email
I also have two business branches one is pounds and the other in euros is it possible to set up invoice / products into pounds and euros?
Looking forward to hearing from you.
Claire R.
95% (16)Projects Completed
13
Freelancers worked with
9
Projects awarded
50%
Last project
28 Jan 2020
Portugal
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