Implement a powerful ZOHO CRM solution within 3 days
$910
Delivery in
4 days
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What you get with this Offer
WHAT IS THIS OFFER?
This offer is ZOHO SMART-START: a fixed-price, fixed-scope service to implement a core CRM solution on ZOHO to manage key aspects of your sales operations – from initial lead qualification to final deal closure, including quoting and invoicing.
WHO IS THIS OFFER FOR?
1: Businesses who have a CRM system but it’s no longer meeting business needs and hence needs to be replaced quickly!
2: Businesses who don’t have a CRM system and are drowning in spreadsheets and other paper records!
THREE BIG BENEFITS
1: Single View of the Customer: a single database, rich in customer information that you can rely to run your business more effectively and efficiently
2: Lower Business Costs: An automated solution to help you run sales operations and deliver a higher value customer experience, with lower overhead
3: Business Intelligence: Advanced reports and dashboards giving you compelling insights into business performance, and help you make more effective business decisions in a timely way
PROJECT SCOPE AND APPROACH:
1 - Discovery Session: An online web-session with you to understand your key business requirements and capture the information needed to configure your CRM solution.
2 - Configuration: Based on the outputs of the Discovery Session, we will configure:
- Core organisational settings
- Lead, Account, Contact, Deal, Quote and Invoice modules
- Up to 3 email templates
- Up to 5 workflows to automate your key sales processes
- Configure 1 dashboard and up to 4 lead and sales performance reports
3 - Data Migration: We will import your existing Lead, Account and Contact information (terms apply)
4 - eMail & Calendar Integration: We will connect your ZOHO application with Google Suite or MS 365
5 - Training: One-hour online session to demonstrate and deliver online training
BESPOKE SOLUTION
ZOHO is an immensely powerful and flexible platform that enables us to develop highly customised solutions to meet the precise needs of our customers. ZOHO SMART-START service is fixed-scope solution for businesses who need a core CRM solution implemented within a few short days. However, if your requirements extend beyond this, please get in touch and we will send a fixed quote proposal.
This offer is ZOHO SMART-START: a fixed-price, fixed-scope service to implement a core CRM solution on ZOHO to manage key aspects of your sales operations – from initial lead qualification to final deal closure, including quoting and invoicing.
WHO IS THIS OFFER FOR?
1: Businesses who have a CRM system but it’s no longer meeting business needs and hence needs to be replaced quickly!
2: Businesses who don’t have a CRM system and are drowning in spreadsheets and other paper records!
THREE BIG BENEFITS
1: Single View of the Customer: a single database, rich in customer information that you can rely to run your business more effectively and efficiently
2: Lower Business Costs: An automated solution to help you run sales operations and deliver a higher value customer experience, with lower overhead
3: Business Intelligence: Advanced reports and dashboards giving you compelling insights into business performance, and help you make more effective business decisions in a timely way
PROJECT SCOPE AND APPROACH:
1 - Discovery Session: An online web-session with you to understand your key business requirements and capture the information needed to configure your CRM solution.
2 - Configuration: Based on the outputs of the Discovery Session, we will configure:
- Core organisational settings
- Lead, Account, Contact, Deal, Quote and Invoice modules
- Up to 3 email templates
- Up to 5 workflows to automate your key sales processes
- Configure 1 dashboard and up to 4 lead and sales performance reports
3 - Data Migration: We will import your existing Lead, Account and Contact information (terms apply)
4 - eMail & Calendar Integration: We will connect your ZOHO application with Google Suite or MS 365
5 - Training: One-hour online session to demonstrate and deliver online training
BESPOKE SOLUTION
ZOHO is an immensely powerful and flexible platform that enables us to develop highly customised solutions to meet the precise needs of our customers. ZOHO SMART-START service is fixed-scope solution for businesses who need a core CRM solution implemented within a few short days. However, if your requirements extend beyond this, please get in touch and we will send a fixed quote proposal.
What the Freelancer needs to start the work
NOTE: You will need to procure ZOHO CRM Standard edition or above for this offer.
Please contact me with your availability for your free initial consultation that will allow me to assess your CRM requirements. I am generally available Monday to Friday.
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