Zoho CRM programming and integration with a minimum of 20 other Zoho Apps
- or -
Post a project like this$45/hr
- Posted:
- Proposals: 1
- Remote
- #1992992
- Expired
Description
Experience Level: Expert
Estimated project duration: Ongoing
Job Overview:
We are a financial services firm that offers investment management, legal services, tax services, insurance services and entity creation and renewal services. We have started the basic buildout of the system to tie CRM into the other Zoho apps. We are currently in progress of integrated Books, Campaigns, Docs, Flow, Forms, Motivator, People, Projects, recruit, Reports, Sales IQ, Sheet, Writer, Showtime, Meeting, Backstage, Sign, Sites, Social, Subscriptions, survey into one seamless workflow. We are now at the point where we need the expertise of someone that can take our current workflows and automate those through integrations and automation. The person will need to be available during normal workings hours and some evenings for consultation, based on Pacific Time Zone. We will need to have a clear objective that is outlined in either Zoho Project or Zoho sprints to collaborate with our team on the buildout.
Requirements:
Must be in the US
Must have Zoho Certification
Must pass both background check and sign Cyber Security agreement
Must prove they have Cyber Security Insurance
All projects are outlined and covered in SPrint or Project to track hours, hours must go through approvement structure
Must be able to program themselves and not out-source
Must list all other people that will have access to information or the computer they are using
Payrate
Hourly if outlined in the deliverable and is reasonable in the time spent to outcome ratio. If a person is not an expert on a certain program we do not pay for time for that person to get up to speed or learn the app, only for work done
Project-based. We would outline milestones and have payment releases based on meeting deadlines and quality outcomes
We are a financial services firm that offers investment management, legal services, tax services, insurance services and entity creation and renewal services. We have started the basic buildout of the system to tie CRM into the other Zoho apps. We are currently in progress of integrated Books, Campaigns, Docs, Flow, Forms, Motivator, People, Projects, recruit, Reports, Sales IQ, Sheet, Writer, Showtime, Meeting, Backstage, Sign, Sites, Social, Subscriptions, survey into one seamless workflow. We are now at the point where we need the expertise of someone that can take our current workflows and automate those through integrations and automation. The person will need to be available during normal workings hours and some evenings for consultation, based on Pacific Time Zone. We will need to have a clear objective that is outlined in either Zoho Project or Zoho sprints to collaborate with our team on the buildout.
Requirements:
Must be in the US
Must have Zoho Certification
Must pass both background check and sign Cyber Security agreement
Must prove they have Cyber Security Insurance
All projects are outlined and covered in SPrint or Project to track hours, hours must go through approvement structure
Must be able to program themselves and not out-source
Must list all other people that will have access to information or the computer they are using
Payrate
Hourly if outlined in the deliverable and is reasonable in the time spent to outcome ratio. If a person is not an expert on a certain program we do not pay for time for that person to get up to speed or learn the app, only for work done
Project-based. We would outline milestones and have payment releases based on meeting deadlines and quality outcomes
Ken H.
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Last project
25 Apr 2024
United States
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