I will setup zoho crm zoho campaigns zoho sites zoho salesiq zoho books, form, desk
Zoho Specialist, Business Systems, Automation and Integrations
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Are leads being missed because your sales, marketing and customer support tools are
disconnected?
Subscribing to Zoho is only the first step. Your CRM, campaigns, website forms, live chat, support desk and finance tools must work together around your actual business process.
I will set up and customize Zoho CRM and connect the Zoho applications your team needs.
My services include:
- Zoho CRM modules, fields, layouts and pipelines
- Lead capture through Zoho Forms and Zoho Sites
- Zoho SalesIQ live chat and visitor tracking
- Zoho Campaigns lists, templates and automation
- Zoho Desk ticketing and support workflows
- Zoho Books and CRM connection
- Workflow rules, notifications and approvals
- User roles, reports and dashboards
- Migration and third party integration
I first review how your business follows up and manages customers. I then configure the
selected applications, connect the workflow and test the system before delivery.
You will receive an organized Zoho system that helps your team manage leads, marketing,
support and customer information more effectively.
Please message me before ordering so I can confirm the applications and package you need.
Software:
Zoho
Industry:
Business services & consulting
•
E-Commerce
•
Education
My Portfolio
FAQ
Can you work with my existing Zoho CRM without disrupting my team?
Yes. I will review the current structure before making changes. Major changes can be planned in stages to reduce disruption.
Can leads from my website enter Zoho CRM automatically?
Yes. I can connect Zoho Forms, Zoho Sites or another supported form so submitted leads enter the correct CRM module and pipeline.
Can you assign leads to different team members automatically?
Yes. Leads can be assigned based on location, service, source, deal value or other agreed conditions.
Can Zoho SalesIQ identify and track website visitors?
SalesIQ can track visitors and capture chat information. The information sent to CRM depends on your configuration, consent settings and visitor identification.
Can you manage the system after delivery?
Yes. Ongoing Zoho management, optimization and support can be arranged through a separate custom offer.
1 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
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Sort By
A 
abdisells

Canada
Amazing seller, helped me a ton!
$50-$100
Price
2 days
Duration
Helpful?
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
A 
abdisells

Canada
Amazing seller, helped me a ton!
$50-$100
Price
2 days
Duration
Helpful?
