Essential App Knowledge:
Zoho CRM – Leads and Potentials Management, Companies and Contacts Database, Workflows, Basic Formulas, Blueprinting, Activities (Tasks, Calls and Events), Reports, Email Templates, Importing/Exporting Data, Mobile App
Zoho Analytics - Sharing Permissions, Widgets, Tables, APIs, Charts, Workspaces
Zoho Books - Fields, Workflows, Items
Desired App Knowledge:
Sales & Marketing Zoho Apps – Sales IQ, Marketing Hub, Social, Survey
Advanced knowledge on API, Coding Language (preferably Deluge) – or would know how to communicate with Zoho for the same and add it to the CRM
Basic knowledge on Third Party integration e.g. Wordpress, Gravity forms etc.
Desired behavioural competencies and skills:
Can work under pressure
Quick turnaround time
Basic Excel knowledge – Vlookup, Index Matching
Direct contact with Zoho Developers/Teams
22 freelancers are bidding on average $31/hour for this job
Hello! Would be happy to take part in your project, I have 8+ years experience in implementing CRM systems, including business process design, formulating business requirements and setting up the system.