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Expert Zoho One Developer Needed

$15-25 USD / hour

Lukket
Slået op cirka 2 måneder siden

$15-25 USD / hour

I need professional help with Zoho One. My main requirements are: 1. The initial focus should be on integrating basic functionalities. Progression may include payment integrations, order management integration, and inventory syncing. 2. Ability to integrate with multiple payment systems initially and accommodate additional systems inthe future. 3. Consider integrating telephony systems with Zoho CRM. Explore options to handle calls within Freshdesk. 4. Consider implementing the Minimum Viable Product (MVP) stage to evaluate the effectiveness of the Zoho CRM and Desk setup. 5. Consider scalability and future enhancements beyond the MVP stage, such as adding additional integrations or features. 6. Start with integrating emails and begin working with CRM, while planning to add further integrations gradually. 7. Plan for manual updates between Zoho CRM and external systems until automated integration is established. 8. Evaluate different vendors(Twilio, RingCentral, Ringostat) that offer integrations with Zoho CRM and Freshdesk for telephony [login to view URL] options for IVR setup to route calls based on sales or support queries effectively. Inquire about features like phone conversation transcripts and voicemail transcripts offered by telephony [login to view URL] the feasibility of integrating existing phone numbers and server information for telephony purposes. 9. Estimate a timeline of approximately two to three weeks to integrate basic functionalities and set up draft blueprints. 10. Assess the feasibility of integrating email addresses independently by the customer to expedite the process. 11. Initially not needed, but eventually requires synchronization of orders from BigCommerce to Zoho CRM. 12. Create a simple deal flow for salespeople to start working with minimal automation initially 13. Implement lead management processes for leads generated from various [login to view URL] a straightforward process for manual lead creation and assignment within the CRM [login to view URL] automation options within Zoho CRM for auto assignment of leads and streamlining workflow processes. 14. Integration with Zoho Social for connecting Instagram, Facebook, Twitter, etc., to Zoho CRM, considering limitations for social media accounts. 15. Need for Avalara integration to automatically check tax rates based on the client's shipping address when creating pro forma invoices or invoices.(later) 16. Integrate order management systems like LinnWorks with Zoho CRM. 17. Implement workflow rules to automate repetitive tasks and improve efficiency. Specific Requirements 1. Capture leads from emails into Zoho CRM using functionalities such as email parser or email-to-lead extension. Prioritize email integration as a significant source of [login to view URL] both public and private email addresses with Zoho CRM to streamline communication and lead [login to view URL] workflows or rules to segregate and filter out internal emails and non-sales-related emails to prevent cluttering the CRM with irrelevant [login to view URL] a lead qualification process to identify interested leads and filter out junk [login to view URL] a system to categorize emails based on their nature (e.g., sales inquiries, technical inquiries) to streamline the sales [login to view URL] between sales and support cases for further action. 2. Manual assignment of new leads if no existing matches are found (by email/full name).Requirement to link leads with existing contacts based on matching criteria like phone numbers or email addresses, with a workflow rule to automate this process. 3. Require automatic assignment of lead status(active/passive) with the option for manual changes,considering the nature of calls and email interactions. 4. The possibility of agents asking qualification questions during calls and updating the lead status accordingly. Explore the possibility of customizing the pop-up interface in Zoho CRM to provide relevant information and suggestions(regarding products) during calls with clients. Splitting the qualification stage into interested and not interested flows. 5. Concerns about lead merging based on past issues, proposing to leave leads untouched(do not convert them) to avoid confusion. 6. Ability to customize the stages of the deal pipeline, including adding or removing stages. 7. Ability to auto-generate payment links for payments and send them via email/SMS to customers. 8. Track the status of payments processed through payment gateways. Implement automatic status changes for invoices and related entities based on payment status. Notify customers and agents regarding payment statuses and outstanding invoices. Send notifications via email or SMS to prompt customers to pay invoices. Need to accommodate delayed payment options for clients who pay invoices after a specified period (e.g., 30 days). Alert agents and managers about unpaid invoices and canceled deals for further [login to view URL] to attach PDFs of proforma invoices to payment notification emails for customer [login to view URL] updating of invoice status to "Paid" and creation of payment within Zoho CRM upon receipt of payment confirmation from payment gateways. 9. Streamline order processing by creating orders and contacts directly from leads within the CRM system. Need to create contacts and deals from the lead module, including specific information for the discovery stage and identification of B2B or B2C clients. Ability to specify if B2B clients are sales exempt during the deal creation [login to view URL] to upload sales certificates for sales exempt B2B clients(prevent deal completion if the sales certificate is not uploaded, option to configure the system for clients to upload the sales certificate themselves via a link provided in an email or SMS).Inclusion of a stage for "certificate requested" to track clients needing to upload sales certificates. Utilization of estimated deal value for initial discussions and negotiations with customers. Closure of deals with "Closed-Won" status upon completion of [login to view URL] of deals based on the likelihood of future orders from the client (e.g., "Repeat Deal" or "No Further Deal").Recording of reasons for deal cancellations and confirmation of invoice cancellations. Ability to designate specific deals with a "Delayed Payment" status and define payment conditions for these [login to view URL] of order status changes, including tracking numbers and shipping dates, between Zoho CRM and the order management [login to view URL] of calendar reminders for various stages of the deal process, including follow-up actions and repeat deals. 10. Auto-creation or manual creation of pro forma invoices as part of the deal [login to view URL] that a proforma invoice is generated once details are agreed upon by the [login to view URL] of a stage forpreparing and sending pro forma [login to view URL] of a stage in the deal flow for preparing and sending pro forma invoices to [login to view URL] to embed payment links within invoice or pro forma invoice modules and [login to view URL] to automatically email invoices from Zoho CRM to another accounting system(Dext) for further processing. 11. Need to capture information regarding the products that the client needs or wants to buy from the in the client future. 12. Integration of Zoho Contracts application with Zoho CRM for contract [login to view URL] to automatically generate contracts based on predefined conditions or create them manually as [login to view URL] to incorporate mandatory fields for contracts within the CRM system and send contract forms to clients for filling out mandatory [login to view URL] customizable contract templates, with placeholders for CRM [login to view URL] of contract-related actions, such as sending contracts to clients, tracking contract status, and receiving notifications upon contract signing. 13. Notification system to remind agents to recontact customers if invoices remain unpaid after a specified period. 14. Consideration of integrating with Avalara API for tax-related functionalities, such as calculating tax rates based on client's shipping address. Decision to skip Avalara integration for the initial stage and manually input tax-related information as needed. 15. Ensure seamless transfer of support-related information between Zoho CRM and Desk. Please check gen req-nts, I also can provide flow upon request and approximate roadmap
Projekt-ID: 37814018

Om projektet

19 forslag
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Aktiv 20 dage siden

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19 freelancere byder i gennemsnit $21 USD/time på dette job
Brug Avatar.
Good day Katerina, I have read initial high level requirements of your project & discussed with my technical team lead too. I was wondering, if you can please spare few minutes to discuss requirements thru' chat? I can then also ask few questions to clear the scope of work and after that it would be easy for me to give you our firm bid. We have creative UI/UX Designers & experienced Developers team working on different tech stacks, so we will provide you quality services with 5 months FREE support and longterm relationship guarantee. For quick response & one-on-one communication, you may click on the chat button, as I am online most of the time. Look forward to hearing from you. Regards, Yasir LEADconcept
$20 USD på 40 dage
5,0 (2 anmeldelser)
5,8
5,8
Brug Avatar.
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
$20 USD på 40 dage
4,8 (47 anmeldelser)
5,8
5,8
Brug Avatar.
Hey Good morning , Just finished reading the brief details . I see you have been looking for someone who has experience with these tech stacks Zoho and CRM. I will request you to review my profile, skills, projects and customer feedbacks to confirm that I will be good fit for this job. I would like you to start the chat so we can discuss the project in detail and we will see how it goes. Questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? 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) Thanks and regards, Awais
$25 USD på 23 dage
5,0 (1 bedømmelse)
2,7
2,7
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Dear Katerina R.,   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 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.   
$25 USD på 5 dage
5,0 (1 bedømmelse)
1,3
1,3
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Hi, I have read the details I believe I can do this job. While I believe I have some queries which need to be clarified. For that I would request you to start the chat so we could clarify those I have good experience with CRM and Zoho. We can discuss the timeline and budget after that. You can see all my skills, experience, customer reviews and relevant jobs from my profile. My portfolio: https://www.freelancer.com/u/AITSoft Shamshad
$25 USD på 38 dage
0,0 (0 anmeldelser)
0,0
0,0
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As the leader of a renowned Mobile Application Development team, I'm thrilled to present our strong case for taking on your Zoho One project. With over a decade of experience in this industry, our depth and breadth of expertise will be instrumental in delivering seamless integrations, streamlined workflows and automations that align perfectly with your business goals. Our proficiency with Zoho-related projects is unwavering. We've created and configured effective systems using tools like Zoho CRM, Zoho Desk, and Zoho Social to enhance lead generation, manage customer relationships and improve overall operational efficiency. This background directly relates to your project as we have extensive experience integrating Zoho with telephony systems, email services, and e-commerce platforms - all essential components of your requirements.
$20 USD på 40 dage
0,0 (1 bedømmelse)
2,0
2,0
Brug Avatar.
Hello, With my vast arsenal of technical and programming skills combined with my extensive experience in Zoho CRM, I assure you that I am the best fit for your project. My proficiency in Laravel, Java, Python, MEAN Stack, MERN Stack, PHP, C#, Flutter, React Native, Kotlin, Java, and Python is a valuable asset for integrating Zoho CRM with multiple payment systems and telephony services from vendors like Twilio, RingCentral, Ringostat. Moreover, my adeptness with databases such as MySQL, MS SQL PostgreSQL, Mongo DB and AWS RDS Management will assist to establish automated integration between Zoho CRM and other external systems. I anticipate the scalability and future enhancements beyond the MVP stage which includes synchronization of orders from BigCommerce to Zoho CRM using order management systems like LinnWorks integrating with Zoho CRM. Regards, Janith.
$15 USD på 44 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
Hello RinaRisa. Thanks for your job posting. I offer my best professional experience of 3+ years to solve the unique problems of your organization. I believe in following best practices and providing high-quality digital services to help you achieve growth and manage better. I keep communication transparent and honest. · Experience in Zoho One/CRM Implementation, Customization, Integration & Automation. · Experience with Custom Modules & Custom Functions. · Good understanding of Zoho CRM, Zoho Creator, Zoho Products (Zoho Recruit, Zoho Projects, Zoho People, Zoho Desk, Zoho Books) etc. · Solid hands on experience with Third Party Integrations. · Experience in building or implementing requirements using Zoho custom functions, with a deep understanding of Deluge script. · Implement Work Flows onto Zoho, as needed by the business · Detailed experience with Zoho CRM architecture & APIs. · Good understanding of Databases & Web development on cloud. Zoho Proficiency : ? Zoho One : Implementation, customisation and administration ? Zoho Analytics : Report Generation , Data Analysis, Dashboard ? Zoho Creator : Multi platform custom Apps ? Zoho CRM : API, Automation, Custom Functions, Blueprint ? Zoho Campaigns ? Zoho Books : Multi-currency setup, Financial Statements & reports ? Zoho Inventory : Multiple Warehouse Setup ? Zoho Desk , SalesIQ ? Zoho Flow Looking forward to hearing from you. Thanks.
$15 USD på 40 dage
0,0 (0 anmeldelser)
0,0
0,0
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As an exceptionally skilled and experienced Zoho developer, I am well-versed in all things Zoho One and equipped to tackle your complex CRM integration needs head-on. I've spent the last 6+ years specializing in Zoho customization and have successfully executed numerous projects that mirror the challenges you've outlined, like integrating various payment systems, telephony systems (including Twilio and RingCentral) with Zoho CRM, and setting up automated workflows and rules. A standout in my portfolio is my experience at Tiara, where I served as a Zoho expert for 7 years. There, I perfected the art of integrating PayPal, Payway, and Burst SMS with Zoho Desk to provide a seamless user experience. Beyond just technical proficiency, I bring a commitment to excellence to every project I engage in. When we collaborate on this project, rest assured that not only will your basic functionalities be integrated within two-three weeks as estimated but we will explore potential enhancements beyond during MVP stage. In conclusion, hiring me means tapping into a wealth of knowledge in Zoho customization with demonstrated ability butto streamline business processes and improve efficiency. You won't just be getting an expert; you'll be getting a trusted partner in your business's growth and success. Let's align our timings and transfor your Zoho experience, together.
$20 USD på 40 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
As a seasoned IT solutions provider, specializing in a wide range of platforms inclusive of CRM, my team and I at Ambient Info-tech Pvt. Ltd would be thrilled for the opportunity to tackle your Zoho One project. Over the course of our 9+ years in the industry, we've developed extensive expertise in essential technologies such as PHP, HTML, CSS3, and Angular to highlight just a few. Understanding the detail-oriented nature of your project, we aim to provide you with an unwavering commitment to timely deliverables alongside 100% quality work - a strict adherence I believe is vital for success in any demanding integration project like this. We can't stress enough how important communication is in these processes and that's why I offer my direct availability on Skype, ready to discuss every intricate detail with you. Our competence extends beyond programming - we emphasize effective processes, strong qual control and staying up-to-date on industry best practices. This affords me the ability to guarantee not only functional integrations but superior performance too. Lastly, although immeasurable value does come at a cost, I assure you we provide competitive pricing while ensuring no compromise on quality. Considering all of this and much more, I firmly believe that Ambient Info-tech is the right choice for this challenging project. Let us integrate and enhance your business communications within Zoho One!
$20 USD på 40 dage
0,0 (0 anmeldelser)
3,2
3,2
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Hello Katerina! I hope this message finds you well. I'm eager to collaborate on your project and deliver exceptional results. Here's why you should choose me: Proven Expertise: With over 2 years of experience as a Zoho developer, I deliver tailored solutions that exceed expectations. Versatile Zoho Proficiency: I handle various Zoho applications, making me your go-to expert for all Zoho needs. Quality Assurance: I guarantee high-quality work within agreed timelines, ensuring your project's success. Portfolio: Check out my Upwork/Freelancer profiles for more details on my skills and capabilities. Commitment to Excellence: I am passionate about delivering beyond expectations and building long-term relationships. Fair Compensation: Pay what you believe is fair based on the quality of work delivered. I'm excited to contribute to your project's success. Feel free to reach out to discuss further. Best Regards, Afshan Naaz
$17 USD på 40 dage
0,0 (0 anmeldelser)
0,0
0,0

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