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The scope for this project is to customise ZohoCRM solution. You will be given a fresh-brand new install of Zoho and a full list of requirements including wireframes, detailing the work we require completed.
I am looking for a CRM expert who has customised zoho.com before.
DO NOT APPLY if you do not have this experience!
1. Setup of Zoho Accounts to take additional custom fields (we will provide the full list of fields required).
2. Creation of Web-to-Leads (custom form) which will be capturing the information to create a new account and capture the data to go into the new custom fields in (1).
3. Setup of Potentials, Products and Sales Invoice process. (Zoho has this core function but some customisation required here)
4. Setup of rules / assignments / automations to manage entire process from Capture new leads to sending invoice.
5. Customisation of Invoice fields and including implementation with document signature software like rightsignature.com or echosign.adobe.com or docusign.com.
6. Importation of Sales Data from our external mySQL database via API / webhook...
7. Custom reporting - which will combine the information within Zoho (such as Accounts/Products) and match with the imported sales data from our external database to build custom reporting.
Right now we are manually doing this process via microsoft excel, and as the business is growing it is now time to move into a more structured and automated system. We have selected ZohoCRM as it fits the business needs, however in order to get the most out of using Zoho, we do require the customizations listed above.
Please note this is phase 1 in a larger project the company wants to implement. Setting up and customizing Zoho is step 1. If you successfully build this project to our satisfaction, we will be looking at more work in the future to build extra customization such as sales pipeline, customer support and so on. We are looking to find not only a Zoho expect but someone who we can build a strong relationship to continue to service our company in the future.
If you are selected as the winning bid for this project, we will need to have an initial meeting on Skype to make sure you understand the full brief and of-course can ask any questions.
1) Please let me know your level of expertise working in ZohoCRM platform.
2) Do you have experience working with ZohoCRM before, if Yes please provide an example.
CRM, Zoho, php, mySQL, database import