ZOHO CRM SETUP FOR SMALL BUSINESS
Descrição da oferta de emprego
My main goals are to manage and track email leads, automate follow-ups with customers, and streamline my sales process.
I’d like the following included in the setup.
1.
Email Integration.
Connect my email (Gmail) to Zoho CRM so all communications with leads and customers are logged automatically.
2.
Lead Capture.
Set up lead capture from my website contact forms, and ensure inquiries are converted into leads within Zoho CRM.
3.
Follow-Up Automation.
Create workflows to schedule follow-up tasks and reminders for leads and customers.
4.
Sales Pipeline.
Set up a sales pipeline that reflects my business processes, from initial inquiry to closing deals.
5.
Custom Fields.
Add fields to track relevant information (e.
., part numbers, quotes, etc.) in the CRM.
6.
Reports and Analytics.
Enable reports to track leads, sales progress, and follow-up performance.
7.
Integration with Zoho Books.
Link Zoho CRM with Zoho Books to manage quotes and invoices efficiently.
8.
Mobile Access.
Ensure the system works seamlessly on the Zoho CRM mobile app for on-the-go management.
Please let me know your pricing, how long the setup will take, and if you have experience with similar projects.
Looking forward to hearing from you! CRM Zoho ID do Projeto.
# Sobre o projeto 6 propostas Aberto para ofertas Projeto remoto Ativo em 5 minutos atrás
Detalhes da oferta
- Indeterminado
- Em todo Portugal
- Indeterminado - Indeterminado
- 14/12/2024
- 14/03/2025
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