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El proyecto consiste en integración de una tienda-escaparate de productos conectada con un crm para el departamento de ventas.
Looking for an Australian book keeper with experience with Zoho Books. I want to move from Xero to Zoho but need someone to help with the transfer and qrtly BAS prep. Really simple business - sole trader and it's just money in/money out - no complexity at all.
Established USA Company seeking experienced contractor for immediate project. Must have a minimum of 3-5 years experience with Freshsales and Freshdesk. Freshsales project includes migrating 143 contacts from Salesforce, set up Leads, Contacts, Accounts, and integrate with Calendly. Freshdesk project includes setting up fields for Customer Information. [REMOVED BY FREELANCER.COM ADMIN]
I am seeking a technical genius with ambition to partner a new venture using Zoho Reports. I have purchased, at some expense, a white label license of Zoho Reports and want to build a business intelligence / analytics business using that platform. I have a working name for the venture – Dashhound Technologies but more than happy to explore other names should the project pivot in another direction. I chose the word Dashhound because the business will use Zoho Reports to create dynamic dashboard for specific sectors. This is not a normal freelancer hire proposition. I am based in Australia and after a project partner that will earn equity in the business during its set-up and then draw a wage once the business is operational. The successful candidate needs to have a good technical understanding of Zoho Reports or similar business intelligence platforms or be willing and able to learn how to develop using Zoho Reports. They also need to contribute to genesis of the core business proposition and be able to use a start-up mentality to help build the venture into a viable operation. You will be the chief technical representative for the venture and be responsible for coding and other technology backed functions for the business. Some ideas I have developed for the business include creating analytic tools focused on the cryptocurrency sector and creating analytic tool for the hospitality industry (bars and clubs). The candidate needs to be able to develop these ideas and also introduce other ideas that could capitalise on Zoho Reports as a platform. Due to it not providing an initial direct financial benefit during start-up, full-time commitment is not required. It should be looked on as a side project to other paying work. You will earn equity in this venture and no start-up capital is required. The risk associated with this role if the venture fails is just the time you have spent working on the project. Please provide a detailed resume outlining your technical proficiencies and ideas related to business intelligence tools. I look forward to hearing your ideas.
Project Description: "Lease to Own" Value Stream Process Improvement Currently, to process a single transaction for this product it takes approx. 109 minutes of effort end-to-end. There are 3 systems, 3 functional areas and up to 10 different documents. Goal: Significantly reduce the effort and elapsed time of one of these transactions. Potential Solution: My preference here is to co-create the solution through discussion however, for a starting point, I believe we need to capture all data along the process and use it to fill in data fields and pre-populate documents that we would generate from Zoho whereas they are currently manually created. Next steps: I am trying to find the right freelancer to assist. With your response please attempt to help me understand your approach to this business problem. Ask questions if that helps. The successful contractor will be the individual that demonstrates understanding, asks the right questions and gives me confidence that our goal is achievable Currently we have some light integration, mostly from the "Omni~View" side (OV is our inventory management system) Most documents in this process are excel (O365) They are all outside of Zoho but I believe a big part of the coming solution is to try and template/generate most of the documents from Zoho In the power point, mouse over the graphics for brief descriptions
I am very familiar with ZOHO One & Zoho CRM and the applications we currently are using for our Email & Marketing Automation process now. I am the Super Admin for our account so I can give access to the right individual upon request. This is not a difficult consult for the right person, but it will require that you have experience with Zoho One or the following Zoho Apps integrating together and be able to provide proof of that before I accept your offer. I also will require mandatory "Screen Sharing Session(s)" along with live conversation via voice connection to walk me thru the integration process (from where I'm at now which is pretty far along) with Q&A regarding reporting and notifications into CRM. (I've been the Super Admin with much experience in custom ORG setup for SalesForce, ACT!, InsideSales and have extensive customization experience in Zoho but very little automation & API integration experience. The GOOD NEWS IS: that which I call "mandatory" for my job request is all Zoho to Zoho native integration and workflows) This the broad overview of what's required for my first consult job from you. ********************************* MANDATORY REQUIRED OUTCOME *********************************** NOTE: this is NOT A NEW SETUP - Zoho Campaigns: List import logic, field mapping logic explanation, two-way data sync with CRM/Survey/SalesIQ, reporting setup & management explained in my use case. - Zoho CRM: use data fields from Standard LEADS module to use with already connected integration via ZSC Key - Campaigns/Surveys/SalesIQ integrations. Creating custom views for specific lead actions taken from mass emails and Surveys completed via email only (no web surveys). - Zoho Surveys: explanation of how this ties back to reporting from Campaigns/SalesIQ/CRM lead custom view. - Zoho SalesIQ: Work with me on existing API connection to Campaigns and CRM and Landing Page on Wordpress to understand better "Live Chat" and the "Visits" page reporting in CRM. - Zoho Reports: use case and to understand if it's applicable for my specific use with the above items. _______________ NON-MANDATORY BUT WOULD BE EXTREMELY HELPFUL_______________ --- ScheduleOnce Zapier Integration (or Zoho API or even WEBHOOK integration) to PUSH date/time and other data from ScheduleOnce data capture during scheduling, rescheduling, and cancelations of bookings. --- A MAJOR BONUS would be if you have a extensive knowledge of what can and cannot be done on the corresponding Zoho iOS apps. ________________________________ FINAL THOUGHTS _______________________________ I need someone who is native to the US english language and grammar ONLY. This is solely because I need to be able to clearly understand your verbal communication and proper use of the English grammar due to the job being 100% coaching/teaching/consulting (whatever you want to call it). I am very technical savvy, I just don't want to waste any time or money on disconnect due to lack of my only spoken and read language. This job needs to be executed ASAP once accepted. Initially I will require you send some sort of questions to get specific details that will help you quote the time needed for you to complete my requirements. We can either discuss them on an initial voice or web call which would be a 5-15 minute call to get clarification should you need. Alternatively I can also send you screencast video links of my CRM setup, if needed as to specific areas within CRM or the other Apps to answer any clarifications for you to give a proper quote. Upon completion of this job there may be an ongoing offer that I'd be willing to make around being our Zoho integration & automation remote support (which I'm heavily considering now). Please READ this entire posting BEFORE you reply. I don't have time in my busy schedule to waste with auto bids of any sort. Proven Zoho experience or Zoho certifications will be required prior to approval. Thank you very much, Travis
The requirements are as follows: Input: To upload a Google Earth KMZ file. Which I already have. Output: 1. To populate the coordinates (latitude and longitude) 2. To provide for export the suitable Satellite Image. 3. To provide for export the Google Street view 4. To populate all the other data in the KMZ file into a note field.
I have (Contract/Detailed) Fields that is collected in Zoho Creator with a form on a Mobile App. Now I want to populate a document (like a contract) in Zoho Writer using this Fields/Data that I collected in the Zoho Creator App. I also want to pull in Data from Zoho CRM into THE SAME Zoho Writer document. You must fully be able to understand this help file - [url removed, login to view] I only want to establish the connections so that I can build the document in Zoho Writer with the information from CRM and Creator.
Calling all ZOHO CRM Experts! We currently use NetSuite for our full ERP system including CRM however we find the CRM and quote / deals side of things not so user friendly. We are wondering if we can tailor ZOHO CRM to our needs and use for the CRM / Sales process side and to use NetSuite for Invoicing / Inventory Side of the business. To describe our business we are a small business that does more small transactions rather than big project based sales. We like to follow all of our quotes and leads completely until we WIN them. The aim is that the sales team and customer service team would not need access to NetSuite but would just use a very user-friendly CRM and Order / Proposal Entry Interface which drives the data back into NetSuite where required. We do not want it to be too much information overload –AS simple as possible. User Friendly Dashboards and a Sales Pipeline is a must also with the use of the ZOHO app for Android and iOS devices. In short we want our accounts teams and stock control / Dispatch Teams to use Netsuite and our Sales Team and Customer Service Team to use ZOHO CRM. To do this we need to be able to create a proposal in ZOHO CRM and be able to roll it to a NetSuite Sales Order. An important requirement is that we need to pull sales data from NetSuite into Zoho to view sales history and products purchased etc for a complete customer snapshot. Before we proceed with anyone we will need to see a detailed proposal of how you think you can implement this and show visuals of how this will work. Cheers