Zoho CRM Consulting

  • Status Closed
  • Budget $250 - $750 USD
  • Total Bids 4

Project Description

We are setting up Zoho CRM for 10 users. Initially it is simply to handle our sales pipeline.

We want an experienced freelancer to set up Zoho CRM for us who has had experience in setting up Zoho and can understand the matching business process.

You should be able to advise on the best way to bring in leads / contacts / potentials into the system; then

You should have experience in setting up Web-to-lead forms (with Zoho forms, Zoho Creator and API) and advise which will be best; then

You should create a form with 20-30 fields with a variety of field types (date/text etc) with conditional rules, using either Zoho creator or a PHP form hosted on a separate site

You should test and make sure it is working, and allow for some form field format changes

Experience Required

You should understand automated lead assignment based on form variables, autoreponses, task assignments and workflow processes with Zoho.

Please DO NOT apply if you are just learning Zoho, or have not properly implemented it before.

Experience with Google Apps / Docs / Forms would also be an advantage

We would like this implemented before 31 January 2013

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