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Fiverr Pro
English
$
USD
I will audit your zoho CRM and provide actionable recommendations
US based Zoho and Salesforce CRM Consultant
CRM Expert | 18+ Years Experience | Transform Your Sales Process
Former CTO specializing in Salesforce, Zoho & Close CRM implementations that can boost revenue by 29%+.
PCMAG ranks Zoho #1, Salesforc...
Vetted by Fiverr Pro
Juan L was selected by the Fiverr Pro team for their expertise.
Vetted for
CRM Management
Software Development
Software Management
Website Development
About this Gig
Vetted Pro
Get expert insights into your biggest CRM improvement opportunities with privacy and WITHOUT the big commitment.
As a CTO consultant with 18+ years in Salesforce, Zoho, and Close CRM, I'll personally review your setup and identify one or more changes that will make the biggest impact on your business.
What You Get:
- 20, 40 or 60 mins live Zoho CRM review (screenshare).
- Personalized assessment report composed by the summary of what we discussed, along with my observations and recommendations from the meeting.
- ONE or more "win changes" you can implement.
- Follow-up 1 hour call (20% discount) if interested.
- Delivery by the end of the meeting or during the next 48 hours (fast delivery).
Perfect for:
- Small-medium businesses using Zoho CRM inefficiently.
- Teams with low CRM adoption.
- Anyone considering CRM optimization but wants to test the waters first.
BEFORE ORDERING: Send me a quick message about your CRM platform and main challenges to ensure I can deliver maximum value in your audit.
Ready to discover what 18 years of CRM expertise can spot in your setup?
Software:
Zoho
Clients I’ve worked with
The Grotto Menswear
Men's Clothing
Starting last year, I've been working with The Grotto Mensware many projects improving their Zoho CRM, understanding their processes, creating custom modules, field and automations, and recently building dashboards and reports. We have 8 orders now.
Feb 2022-Jun 2023
Wim Motors Academy
Driving School
WMA offer offroad biking vacation packages for companies, and after analyzing their business, we built a system for their customers to schedule their vacation adventures. We did it with a Zoho Creator app connected to their Zoho CRM during 4 GIGs.
Jun 2022-Dec 2022
My Portfolio
FAQ
What Zoho Apps do you assess?
I specialize in Zoho CRM but also can assess other Zoho apps included in Zoho One. Due to the time constrain I suggest to assess only 1 app or 1 process.
Do you need access to my CRM system?
No! This is specifically designed as a no-access assessment. Everything is done through screenshare discussion.
How does the screenshare session work?
We'll schedule a 20, 40 or 60 minutes video call where you can share your screen (optional), discuss your CRM, and I'll provide real-time insights and recommendation.
What if I can't do a screenshare session?
We can do a regular video call instead. The screenshare is helpful but not mandatory - I can work with whatever you're comfortable with.
Is the meeting really enough?
Yes for small to standard CRMs! I focus on the most impactful recommendations rather than lengthy analysis. You get actionable insights, not fluff. If you have a complex CRM we may need more time.
Can you help implement the recommendations?
The assessment identifies what to do. I offer separate implementation services and can provide details for any recommended changes.
What if my CRM is very basic or simple?
Perfect! Often simple systems have the biggest improvement opportunities. I specialize in helping small businesses optimize whatever they're currently using.
Reviews
11 reviews for this Gig
| (10) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
P 
pokerlara
Repeat Client
United States
Juan is a total pro. After literal years of trying to find the right person to help with our CRM, we've struck gold with Juan and won't go anywhere else.
$100-$200
Price
1 day
Duration
H 
Seller's Response
Helpful?J joeliu503
Repeat Client
United States
Always the best! I've used Juan for multiple jobs now!
$100-$200
Price
6 days
Duration
H Seller's Response
Helpful?A algarman
Repeat Client
United States
He knows his stuff.
$200-$400
Price
3 days
Duration
Helpful?R rashguestflow
United Kingdom
Amazing session to understand our requirements, and then make a plan for moving forwards. Exceptional value for money, considering that this can take some other people days to understand. Knows his stuff, great communication and will be moving on to the next phase to have Juan set up our marketing campaign and fully automate it for us.
$50-$100
Price
4 days
Duration
Helpful?M mckinamy
Repeat Client
United States
Good initial discussion
$50-$100
Price
3 days
Duration
Helpful?
Reviews
11 reviews for this Gig
| (10) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
P pokerlara
Repeat Client
United States
Juan is a total pro. After literal years of trying to find the right person to help with our CRM, we've struck gold with Juan and won't go anywhere else.
$100-$200
Price
1 day
Duration
H Seller's Response
Helpful?J joeliu503
Repeat Client
United States
Always the best! I've used Juan for multiple jobs now!
$100-$200
Price
6 days
Duration
H Seller's Response
Helpful?A algarman
Repeat Client
United States
He knows his stuff.
$200-$400
Price
3 days
Duration
Helpful?R rashguestflow
United Kingdom
Amazing session to understand our requirements, and then make a plan for moving forwards. Exceptional value for money, considering that this can take some other people days to understand. Knows his stuff, great communication and will be moving on to the next phase to have Juan set up our marketing campaign and fully automate it for us.
$50-$100
Price
4 days
Duration
Helpful?M mckinamy
Repeat Client
United States
Good initial discussion
$50-$100
Price
3 days
Duration
Helpful?
