set up zoho crm

Hi there, I have analyzed overall requirements and discussed with my technical team lead. Yes, we will be helping in setting up the CRM and can provide ongoing support. Regards, Yasir

i am expert in zoho crm and other zoho apps.....................I can help you with this.............Connect to me in chats....................

Proposal for Zoho CRM Set-up: Title: Streamlining Your Sales Process with Zoho CRM Job Winning Maximizing Efficiency and Boosting Sales with Expert Zoho CRM Set-up Hello! I am Keshav Kalra, a seasoned professional with over 10 years of experience in CRM implementation and optimization. I have carefully reviewed your requirements for setting up Zoho CRM and I am confident in my ability to deliver exceptional results. With my expertise in configuring deal stages, defining mandatory and optional fields, and setting up automated actions, I will ensure that your sales team can seamlessly navigate the CRM and efficiently manage their tasks. Furthermore, my extensive knowledge of integrating with Square and synchronizing specific fields will enhance your sales process and maintain data accuracy. Additionally, I excel in enabling email functionalities within the CRM, including automatic notifications and lead creation from incoming emails. This will streamline your communication channels, allowing your team to focus on closing deals and nurturing leads. My commitment to providing ongoing technical support sets me apart from others. I understand that your requirements may evolve, and I am ready to adapt and assist you throughout the entire process. Please find attached a technical specification document that outlines the comprehensive set-up plan for your Zoho CRM. Rest assured, my attention to detail, strong communication skills, and ability to think critically will ensure a smooth and successful implementation. Let's collaborate to optimize your sales process and revolutionize your business with Zoho CRM. Contact me today to discuss your specific needs and take the first step towards increased efficiency and sales success. Thank you for considering my proposal. Best regards, Keshav Kalra Note: Bid Amount And timeline is just a placeholder actual value would be provided after 1 to 1 discussion over chat

Hi Good evening , I have read the brief details on your job listing . I see you have been looking for someone experienced with Zoho CRM. Its been 8 years since I have been working on freelancer.com, I have 9 years of experience doing similar jobs. I would request you to check my profile and review projects, feedbacks of projects related to those skills. Questions: 1. These are all the requirements of your job or do you have more? If yes, Please provide detailed requirements in chat and let me review and get back with queries. 2. Do you currently have anything done or this job has to be done from scratch? 3. What is the timeline to get this job done? 4. Are you open to use 3rd party APIS for it even if they are paid? 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 Time (I work as a full time freelancer) Please initiate the chat so we could discuss it in detail and we will continue from there. Thanks! Awais

Dear BanksiiApparel,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in CRM, Zoho CRM and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details or let's appoint time for Zoom meeting to meet and discuss your project in details.    Best regards, Sales department Tangram Canada Inc.   

Hello! My name is Adil and I am a CRM expert with extensive experience Zoho CRM. I understand that you are looking for someone to help you set up your Zoho CRM system and I believe I am the best fit for the job. I have a deep understanding of Zoho CRM platform and its capabilities. I have worked with its various features, customization options, and integration possibilities before. This enables me to provide comprehensive customizations of the systems to match your unique business requirements. Additionally, I possess robust development skills that allow me to build custom extensions/functionalities within the systems' APIs and relevant programming languages such as JavaScript, HTML, and CSS. This allows me to build tailor-made extensions that align with your needs while also ensuring data integrity and security within the systems. I also have experience in data management within Zoho CRM system which comes in handy as we proceed with setting up the system. With my attention to detail and problem-solving abilities, I'm confident that we can resolve any roadblocks along the way without compromising on quality or timeline commitments..

Hi there, I hope this message finds you in high spirits. I am writing to express my eagerness to assist you in configuring Zoho One CRM for your small but dynamic printing and embroidery services team. Your decision to implement Zoho One is a strategic move, and I am confident that with the right configuration, it will significantly enhance your operations. Key Focus Areas: Deal Stages and Fields: I will meticulously configure deal stages and ensure mandatory and optional fields align with your unique sales process. Automated Actions and Email Integration: Setting up conditions for automated actions and enabling seamless email sending and receiving through the CRM will be among my top priorities. Square Integration: I will seamlessly integrate Square and synchronize specific fields to ensure a smooth flow of information. Call Management: Enabling lead creation for incoming calls and facilitating outbound calls directly from the CRM, while logging call history, will be executed with precision. Reports and Lead Creation: Creating standard reports and enabling users to generate custom reports based on various filters will provide valuable insights. Additionally, setting up lead creation from incoming emails will be streamlined. Thank you for considering me for this project. I am enthusiastic about the opportunity to contribute to the success of your business. Warm regards, shelina c

Hey! Hope you're doing great. I'm an experienced, hard-working, and certified virtual assistant. I have read your project description in detail and I feel I am suitable for your proposal. My expertise is: ---> I am an expert and experienced in Google Workspace to manage and organize every type of data and meetings. (Google Drive, Google Sheets, Google Docs, Google Calendars, Google Meet, etc.) ---> I'm also an expert in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) ---> Lead Generation and manage all the leads My Experience is: ---> Generate leads by using different tools (PipeDrive & OutPlay & HubSpot) ---> Validate leads by using UpLead, ZoomInfo, Apollo and Lusha. ---> Find leads of particular designation from specific geographical areas by using LinkedIn and then collect their Information. ---> Lead Generation via direct communication on Instagram, LinkedIn, and Facebook. ---> Social Media Management (Facebook, Instagram, LinkedIn, Twitter) ---> Email Marketing from Klaviyo ---> Customer Handling by Social Media and HelpScout. ---> Manage Shopify Store ---> Data Mining and Data Collecting ---> Web searching I am a hardworking and passionate person. Also, I'm a fast learner and self-organized girl. Kindly allow me to work with you. Looking forward to hearing from you. thank you. Kind Regards: Mudassira Amanat. 

Hello, I have 8+ years experience with zoho CRM. I am excited about the opportunity to contribute my expertise in setting up Zoho CRM to enhance your organization's operations and customer relationship management. I have had the privilege of working with a wide range of CRM systems, including Zoho CRM. I have seen firsthand how a well-configured CRM system can streamline processes, improve communication, and drive sales growth. I have a deep understanding of CRM best practices and have successfully implemented Zoho CRM for multiple organizations. I am skilled in workflow automation, lead management, and data analysis to improve efficiency and effectiveness. Regards, Simran

I have 12+ years of experience in Zoho products. I understand your requirement very well. I have checked the attachment. I know all the modules of CRM and I can show the kive example as well. I have my own account. Also, the rate could be $12/ hour. Please give me a message, so I can show the example on the call

"Crafting Stories Through Analytics and Business Intelligence" Hello, I am Vivek Gupta. I am an MBA graduate and an experienced Data Analyst and BI Developer with a strong background in various BI tools, programming languages, data analysis techniques, CRM tools, automation, and data visualization. I have contributed to over 15 projects, collaborating with global clients and delivering impactful results. I have read your requirements and attached document and could help you in the setup of CRM as mentioned in the documents. It is a little bit of time time-consuming process because every step needs testing. I have been working with the Zoho CRM tool for the last 6 months and have great expertise. I know all the functionalities of Zoho such as CRM, Bigin, Sign, Books, Inventory, Invoice, Mail, Docs, Writer, Workdrive, Analytics, Connect, Meeting, Desk, Voice, Flow, etc. I have expertise in Data cleaning, Data analysis, Data visualization, Data Integration, Data Modeling, Statistical analysis, Automation, and CRM tools. I know MS Excel, Power BI, DAX, Power Query, SQL, Python, Zoho, Zapier, and Power Automate. ➡️ I am available more than 35 hours/week and will start working on the project immediately. The rate is negotiable and I am ready to provide ongoing technical support. Looking forward to a great collaboration. Thank You Regards, Vivek Gupta

Hi, I am a Zoho creator-certified developer Let's connect and discuss I am the right person for you I can start ASAP I have recently set up Zoho one of my clients from North Dallas CRM and created a workflow fully automated. I did the integration using Zoho CRM and creator API and synced data into Zoho analytics reports as well. This project also includes email campaigns and automation for their customer. I also understand the value of time, so you will get everything done on time. Contact me today to discuss more! Please share your availability so we can connect and concerns regarding the Project in Detail. Please reply once you get free; I am online in the EST time zone and would love to learn your requirements. Thanks,

Hi, my name is Juan Cuandu, and I am pleased to introduce myself to you. I am a professional who has been dedicated to implementing Zoho One for over 4 years, successfully completing large projects. I am passionate about what I do and would love to have the opportunity to work with you. From what I see, you are in need of someone with my skills and expertise, and I believe I can fulfill and contribute to your needs. Thank you in advance for considering me for this opportunity.

Hello Greetings! I can surely help you in setting up Zoho CRM, 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

Hi, I am interested in the job you recently posted. I'm a professional web developer and I have an experience in WordPress( customization and automation in theme, Plugin), Zoho customization, automation, create Workflow, deluge coding, create client script, integration 3rd party applications, Integration Rest API, and PHP. MySQL, ajax, JavaScript, HTML, and CSS. I have completed many projects in Zoho CRM, Zoho Creator, Books, etc. I Would really appreciate it If you can grant me the opportunity to work on this job, For further discussion on this project, please feel free to contact me directly over the chat. Thanks