Zoho CRM set up
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Post a project like this1503
£500(approx. $628)
- Posted:
- Proposals: 7
- Remote
- #2727919
- Awarded
Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |
Dhaka
Website designer, Social media manager, Virtual assistant, Etsy/eBay/Amazon, Web researcher, Graphic Designer, Digital Marketing, Google Docs, GSuite, Photoshop, Flyer/Business card/Menu/Logo design
Palm Bay
4x Salesforce Certified Professional & Zoho CRM Specialist, Business Analyst
Greater Noida
Expert CRM Consultant: Salesforce, Zoho, Hubspot, MS Dynamics, Odoo, Creatio, and more
London
25071733018049885792080059254088533285303542035
Description
Experience Level: Expert
We are a small business and have just purchased Zoho One, and I'd like to get some consultancy to ensure I'm setting it up in the best way. As a business analyst I would expect to do most of the work myself but want to ensure I'm starting in the right direction.
Our business runs events for clients, before we confirm the sale we need to confirm dates and times for the event, and book the resources to run the event, and ensure we run a calendar to see if all resources are available and bookings don’t clash. I want advice on how best to set this up in Zoho, whether we’d use a module in Zoho CRM, or whether we’d use Zoho Projects or Zoho Bookings.
I would like also to consult on:
Integrating gmail with ZohoCRM
Setting up customer portals.
What I'd like is the following:
Advise on the best plan for our use of Zoho One especially Zoho CRM - 1 hour
Check my Zoho CRM set up
Email integration with gmail
Total of 10 hours
My skills as a business analyst are that I helped set up Salesforce, and can do some SQL code and proficient on learning and customising new software.
Our business runs events for clients, before we confirm the sale we need to confirm dates and times for the event, and book the resources to run the event, and ensure we run a calendar to see if all resources are available and bookings don’t clash. I want advice on how best to set this up in Zoho, whether we’d use a module in Zoho CRM, or whether we’d use Zoho Projects or Zoho Bookings.
I would like also to consult on:
Integrating gmail with ZohoCRM
Setting up customer portals.
What I'd like is the following:
Advise on the best plan for our use of Zoho One especially Zoho CRM - 1 hour
Check my Zoho CRM set up
Email integration with gmail
Total of 10 hours
My skills as a business analyst are that I helped set up Salesforce, and can do some SQL code and proficient on learning and customising new software.
Catherine W.
100% (9)Projects Completed
8
Freelancers worked with
2
Projects awarded
80%
Last project
16 Nov 2021
United Kingdom
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