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Zoho one set up.

£250-750 GBP

Closed
Posted 5 months ago

£250-750 GBP

Paid on delivery
Looking for an English-speaking expert who can help with the set-up of Zoho One. Must be able to have team meetings/conferences and not just chat. Must understand: 1. Sales IQ be able to set up the chat in this and advise on scoring for our organisation. 2. Set u the CRM so that the fields are useful nd bespoke to us and be able to import data and create a mailing/ campaign list last the same time 3. Understand and be able to create Webhook and create then across 5 different websites and automate the data into the CRM and campaign lists 4. Understand the Add ons in Zoho store and advise what we will need and don't require 5. Create email templates for bespoke emails 6. Show me how to create a place for demo presentation that can be downloaded and recorded as part of a nurture programme 7. Create a logical deals pipeline that has a view on the current FY and not every deal ever 8. Create a master project plan and show me how to replicate the project to use in other projects 9. Create a utilisation plan for our consultants using Projects. 10. Create a sales quotes system for our products
Project ID: 37457979

About the project

31 proposals
Remote project
Active 4 mos ago

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31 freelancers are bidding on average £631 GBP for this job
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Thank you for giving us this opportunity to execute in an efficient manner. My name is Yamini, and I am an Indian-based Zoho Certified Consultant. I love Zoho, and I have ten plus years of extensive experience with all Zoho products. Integration : REST API Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites. Mailchimp Quickbooks Whatcetra PayPal, Stripe, and Converge payment gateways. SMS: RingCentral, Twillio, SMS Magic integrations. Setup of Zoho Mail with Gmail, MS Office 365 Automation: Workflow rules, Auto responders, Email Templates Creation. Tasks for follow-up, alerts, and custom functions Automatic Rules, Reminder Setup, Notification via Email and SMS. Dashboard Creation, Scheduled Reports with multiple formats. Webhooks calls. While I am certain that others will underbid me on this project, I can assure you that I will do several things to prove myself. I work extremely fast. I have a great knowledge of all Zoho products and Deluge scripting behind all business logic. I can ensure great quality communication. I will complete the work as soon as possible and will provide my best efforts. I will complete the work on time and with complete satisfaction. Support: Assure that I will deliver high-quality work in a timely manner, and that I will provide support for any bugs or fixes. This states that I will be more attentive during the project and during post production support. Yamini Zoho Certified Consultant
£700 GBP in 10 days
4.7 (44 reviews)
5.7
5.7
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Hello, I am authorized ZOHO partner with 10 years of experience, I understand the need for effective communication and can facilitate team meetings or conferences as required. I'll seamlessly set up Sales IQ, tailoring chat features and advising on scoring. CRM customization, data import, and campaign list creation are my strengths. I'll adeptly configure Webhooks across 5 sites, automate data into CRM, and manage Zoho Store add-ons. Let's streamline your workflow with bespoke email templates, a downloadable demo space, and a focused deals pipeline. I'll guide you in creating a master project plan for replicable use and optimize consultant utilization using Projects. Lastly, I'll design a tailored sales quotes system for your products. Looking forward to enhancing your Zoho experience! Best regards, Saumya
£500 GBP in 7 days
5.0 (4 reviews)
5.2
5.2
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Hello Stephen M., We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Zoho Lets connect in chat so that We discuss further. Regards
£500 GBP in 3 days
5.0 (4 reviews)
4.0
4.0
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Hi there! My name is Adil and I am an experienced Zoho expert with a background in programming. I understand that you are looking for an English-speaking expert who can help with the set-up of Zoho One. Must be able to have team meetings/conferences and not just chat. I would be delighted to help you with your project! With my expertise in sales IQ, CRM set up, webhooks creation across 5 different websites and automations of data into the system I can provide the best solution for your needs. I have extensive experience working with Zoho CRM systems—from customization to development. My skillset includes data management expertise as well as effective problem solving and communication techniques so that your systems run smoothly and efficiently. I'm confident that my deep understanding of both platforms, along with my commitment to continuous learning and collaborative approach make me the perfect fit for this project. Please feel free to reach out if you would like to discuss further or need any additional information about me or this project!
£580 GBP in 14 days
5.0 (6 reviews)
3.6
3.6
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Hello Greetings! I specialize in implementing and customizing Zoho CRM, Zoho Finance, Zoho Marketing, Zoho SalesIQ, and other Zoho suite of products. About me: 1-Zoho CRM customization and implementation. 2-Zoho Finance integration and automation. 3-Zoho Marketing automation and campaign management. 4-Zoho SalesIQ integration for live chat and visitor tracking. 5-Custom development and integration with other systems. 6-Training and support. 7- Zoho Inventory and its barcode printing capabilities. Work abilities : >> Available for communication for more than 10 hours each day. >> 8 Hours/Day and 40 Hours/Week. Daily or Weekly update. >> I am ready to work in a customized time zone i.e. EST/IST time zone. >> Free Bug-Fix support for 2 months after completion. Please let me know if you have any questions Thanks & Regards
£700 GBP in 8 days
0.0 (0 reviews)
0.0
0.0
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I am prepared to initiate immediate work on setting up Zoho One according to your outlined requirements. With extensive expertise, I will ensure a comprehensive understanding of Sales IQ, customizing the CRM, and importing data seamlessly. I will proficiently establish webhooks across multiple websites, advise on Zoho store add-ons, and craft effective email templates. Additionally, I'll guide you in creating a demo presentation hub and a streamlined deals pipeline. Your team will benefit from a master project plan and a strategic utilization plan for consultants. Let's commence this project with a commitment to achieving your goals.
£500 GBP in 7 days
0.0 (0 reviews)
0.0
0.0
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My name is Lei and I am a dedicated, collaborative and highly skilled Software Engineer with 4+ years of experience. I have accumulated a lot of experience by conducting many kinds of web application development. I understand that you are looking for an English-speaking expert who can help with the set-up of Zoho One. Must be able to have team meetings/conferences and not just chat. My skillset includes setting up chat in Zoho One and advising on scoring for our organisation, setting up the CRM so that the fields are useful and bespoke to us, importing data and creating a mailing/campaign list last the same time as well as understanding Webhooks and creating them across 5 different websites automation wise. I believe I am the perfect fit for this project due to my expertise in Zoho, Zoho CRM and related services such as Azure/AWS/cPanel. If given the chance, I would love to show you how my skillset can be used to replicate the project exactly so that it can be used in other projects.
£500 GBP in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, I can help u as i have done several similar jobs related to Zoho CRM and Zoho, I have read the details and furthermore discuss about it, plz discuss with me in detail. Regards
£750 GBP in 7 days
0.0 (0 reviews)
0.0
0.0
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Dear Stephen M., After a comprehensive review of your project Zoho one set up., I warmly invite you to explore my profile. Take a moment to assess my skill set, browse through my extensive portfolio, and peruse testimonials from highly satisfied clients. This overview aims to instill confidence in my suitability for the role. Let me showcase my expertise: Equipped to handle a range of projects, including web and mobile app development (Andriod & IOS), ESM solutions, e-learning platforms, online stores, API configurations, UI/UX design, and quality assurance. With over 13 years of industry experience in Zoho CRM and Zoho, I've built a reputation by successfully delivering 300+ projects on various Freelance Platforms. My commitment revolves around adhering to project timelines, maintaining quality, and consistently exceeding customer expectations. Eagerly anticipating your response. Warm regards, Faisal Hussain
£750 GBP in 45 days
0.0 (0 reviews)
0.0
0.0
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" I am a Senior Web & Mobile App developer and ready to get started " Hi there! * Can we have a quick chat, so that we can discuss further details and I can show you my previous/recent work ? * I have full time and have the required skills to carry out your project with high quality on time. Thanks for considering my proposal and I hope we work together soon. Rekha thakur
£300 GBP in 5 days
0.0 (0 reviews)
0.0
0.0
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Hello Good afternoon , I hope you are doing great. Just finished reading the brief details of your job . I see you have been looking for a freelancer who has experience with Zoho and Zoho CRM. Upon the first look I feel confident about getting it done because of having experience doing similar jobs My Experience? I have 9 years of experience working with those technologies. Its been 8 years since I have been working on freelancer.com, Please review my profile. Check: Skills, Portfolio, Customer Feedbacks. Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern US Time I would like you to start the chat so we could discuss it in detail and we will continue from there. Thanks! Awais
£750 GBP in 14 days
0.0 (0 reviews)
0.0
0.0
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We understand that you are looking for an English-speaking expert who can help with the set-up of Zoho One. We have over 20 years of experience (combined) in the following areas: GNU/Linux Server building and administration Cloud hosting/web hosting Application design, development, and testing AI/ML Dynamic Automation Telecommunication IT security Software architecture Game development Data entry Automation Electrical engineering/electronics Smart homes/smart devices/wearables Networking Project management And we can provide exactly what you are looking for. If you give us the chance we believe we can deliver world class service. We would be delighted if you could consider us for this project. Please feel free to contact us if you have any questions or would like more information about our services.
£500 GBP in 7 days
0.0 (0 reviews)
0.0
0.0
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Dear Client, Welcome to my profile, Home to Professional and Quality services with 100% customer satisfaction guarantee. I'm a Certified & Experienced Expert in the respective project requirements. Dear Client, I take this opportunity to inform you that i have KEENLY gone through all your project requirements as given in your project description and I confirm to you that i can perfectly deliver as instructed. Being in possession of all CLEARLY STATED required project skills (Zoho CRM and Zoho) as this is my area of professional specialisation having completed all Certifications and developed adequate experience in the same area, I hereby humbly request you to consider my bid for Professional, Quality and Affordable services always. STRICT TIMELY DELIVERY & UNLIMITED REVISIONS. Kindly Message Me We Discuss More About The Project and seal the contract. Welcome and Thank-you.
£750 GBP in 1 day
0.0 (0 reviews)
0.0
0.0
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Hello, I read your project details and really interested in your mentioned job. I have 5+ years’ experience doing similar jobs related to these skills Zoho and Zoho CRM. I think its doable job, and really confident to do that. Please start the chart so we have detail discussion about task and finalize it as per your timeline. Regards Umair
£750 GBP in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi there, I hope you are good. I have read the brief details of your project. I have rich experience doing similar jobs from past few years regarding to these skills Zoho and Zoho CRM. You can check my portfolio as well: https://www.freelancer.com/u/Sidrairfan078 Lets start chat, So we could discuss it in detail and finalize the timeline and budget after discussing requirements. Thanks! Sidra
£350 GBP in 8 days
0.0 (0 reviews)
0.0
0.0
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Hi there, I have gone through your project it matches my skills. with over 5+ years of experience as a seasoned Zoho Expert, I will help you in setting up and optimizing Zoho One for your organization. With a focus on Sales IQ, CRM customization, data import, webhook creation, and advising on Zoho Store add-ons, I aim to streamline your processes. I'll create bespoke email templates, a demo presentation platform, and a logical deals pipeline. Additionally, I'll provide a master project plan, a consultant utilization strategy, and a sales quotes system. I ensure active collaboration through regular team meetings and conferences. I have performed various tasks including Custom Modules, Custom Fields, Roles, Profiles, Page Layouts, Blueprint, workflow validation Rules, Custom Tabs, Custom Reports, Report Folders, Report Extractions to various formats, Custom analytics Designed custom Formula Fields, Validation Rules, Field Dependencies, Workflows, Approval Processes, Page layouts, and layout rules I have good exposure to different areas of Zoho like Integration, automation, customization, and configuration and able to perform all Admin activities in Zoho I assure you about Quality work with on-time delivery, Updates on time on, and Instant support anytime. Please let me know if you have any questions at all and I’d be happy to answer them for you :) Looking forward to hearing from you soon. Best Regards Mohit
£500 GBP in 7 days
0.0 (0 reviews)
0.0
0.0
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I am a ZOHO Certified partner and have 7 years of experience in this field. I worked on more than 40 Zoho CRM/One/Creator/Books projects I offer the following services: 1) Zoho CRM Setup 2) Zoho CRM customization of Modules and Fields, Templates, and Layouts. 3) Zoho automation workflow customization/blueprint, dashboards, reports, embedding forms, email and SMS campaigns, invoice generation, customer portal, track project progress, pivot charts, and custom search. 4) Zoho CRM integration with other Zoho products and some 3rd party apps via Zapier/Zoho Flow/Webhooks. 5) Zoho CRM integration with 3rd party forms like Ninja Forms, Gravity Forms, Elementor, Contact form 7, WPforms, Jotforms, etc. 6) Importing Leads from Facebook Lead Manager 7) Connecting with Twilio 8) Migration from Pipedrive CRM, HubSpot CRM, Salesforce CRM, etc. 9) Zoho Campaign setup 10) Training for staff
£1,000 GBP in 7 days
0.0 (0 reviews)
0.0
0.0

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Glasgow, United Kingdom
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Member since Mar 31, 2023

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