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.