Closed

ZOHO CRM Set Up, Customisation, Integration and User Guide

We are a small, busy marketing agency in Sydney who have the ZOHO CRM system but are not using it properly. I am looking for someone who can assist us in customising the system to suit our needs and providing a succinct user manual that my staff and I can follow.

I would like to provide an overview of our needs and have a supplier who is able to then recommend how to set it up to fit our way of working and to develop and supply a simple user guide so that all staff can become proficient in working with the CRM every day.

Our chief needs are entering leads, converting these to prospects when a proposal has been presented, converting to an account when the business is secured and then how to best use the system to keep track of all activity as well as generating useful reports.

We also have ZOHO projects - advice on how the 2 systems can be used together to develop a clear overview of how our business is progressing and to help staff save time is important.

We use Microsoft Outlook - can emails be triggered to also appear in ZOHO records? How do we use a shared calendar for meetings? Are there any other apps that we should be considering? How do we set up and utilise a web to lead form? We also use Mail Chimp - is there any integration to consider there - eg: tracking responses to newsletters, which clients read them, automatic entry of new subscribers to leads etc?

This is essentially a consulting and implementation job.

Skills: CRM

See more: zoho crm user guide, set zoho crm, zoho crm guide manual, zoho crm implementation guide, zoho crm user manual, manual zoho crm, zoho crm help manual, zoho customisation, zoho crm manual, zoho set, zoho c, time sydney, best web agency, sydney job, sydney consulting, marketing job sydney, marketing business consulting, looking job sydney, lead consulting, lead agency, keep track clients, follow proposal, follow job, generating business leads, crm time tracking

About the Employer:
( 0 reviews ) chatswood, Australia

Project ID: #1147042

5 freelancers are bidding on average $730 for this job

crmexpert25

Hello. Please see PM.

$798 AUD in 30 days
(3 Reviews)
3.4
softwaredep

Lets start. Thank you.

$900 AUD in 20 days
(0 Reviews)
0.0
saravanan1206

Please check your PM

$900 AUD in 25 days
(0 Reviews)
0.0
vinayjoshi

Please check PMB.

$800 AUD in 15 days
(0 Reviews)
0.0
biznespakiet

I am experienced Zoho CRM Partner. Done number of implementations including Mailchimp integration. Let's work together.

$250 AUD in 1 day
(0 Reviews)
0.0