Zoho Automation Implementation/Consulting

Lukket Lagt ut 5 år siden Betales ved levering

$250-750 USD

Betales ved levering

Lukket Betales ved levering

We'll need someone to use our current 10 step SOP & Integrate it our Zoho Automation/Workflow/Blueprints

(We already have Zoho)

1- Integration of our Planner SOP (10 steps) with Automation into Zoho+ Blueprints

2. Integrate our new quickbooks billing to sych and upload our current past invoices to sych with each event (there should only be about 25 of the old [login to view URL] invoicing system)

3. Use Zoho Projects for our event management and automation with clients (email automation and SMS if possible)

4. Add our vendors to Zoho for further automation within workflow (email automation)

5. Each event should have financials that can create a P&L report (profit and loss of each event)

6. Integrate with zoho sign for 2-3 agreements/documents

7. Auto Survey sent-Zoho survey or our own Survey Monkey

8. Setup Round Robin for incoming leads

9. Setup tracking codes so that we know where each lead is coming from, organic, social ads, adwords, snapchat, etc.

10. Give overal consultation on how we can integrate more automation, if we see a value we'll create another job and hire you for that as well.

CRM Salesforce app-utvikling Salesforce.com Programvarearkitektur Zoho

Prosjekt-ID: #18707195

Om prosjektet

8 bud Eksternt prosjekt Aktiv 5 år siden

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8 frilansere byr i gjennomsnitt $588 for denne jobben

fanninson45 sitt profilbilde
fanninson45

INTRODUCTION I can see you are interested in building automation on the back of your Zoho CRM database and integration of apps workflow with Survey Portal. I have 4+ years’ experience with Zoho architecture and st Mer

$750 USD på 15 dager
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5.0
aswadakdas sitt profilbilde
aswadakdas

Customer's satisfaction is my goal *** *** Also 100% Completion is happy of me and client. *** *** Rest is my creative idea and honest effort. *** Looking to be your Good Venture along with your project! Best Mer

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VirtualBrainInc sitt profilbilde
VirtualBrainInc

Hello, I have briefly read the description on zoho project, and I can deliver as per the requirements however I need us to discuss for more clarity on the details, deadline and budget as well. I reach out to see Mer

$250 USD på 10 dager
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2.8
Suzanrawat sitt profilbilde
Suzanrawat

Dear Client I have done 20 Projects of Zoho CRM along with good feedback. I have analyzed that you need zoho expert for your CRM development. My followings aspect of work in Zoho CRM !! Data Flow Diagram Zo Mer

$250 USD på 5 dager
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2.2
radhs92 sitt profilbilde
radhs92

Hi Thank you for this opportunity. I am an ex-employee of Zoho with experience on both Product Consultation and Implementation. I have embarked a new journey, as an Entrepreneur, by partnering with Zoho and other Mer

$666 USD på 15 dager
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tgltech sitt profilbilde
tgltech

Hello, You have provided a good project description (Y). I have gone through with your project details and understood your requirements as well. I am feeling pleased to share that we have hands-on experience with Mer

$753 USD på 9 dager
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