...me revamp my company's Zoho Bigin system. For the project, focus will be on: - Lead management: This is a critical aspect that needs streamline. You should be good in setting up a practical, effective system that is easy to maintain and update. - Sales pipelines: We desire to monitor sales processes better and easily spot opportunities, hence your expertise in setting up sales pipelines is essential. My team is small and I anticipate no more than ten users. That said, the system should allow easy addition and removal of users, with minimal technical assistance needed. Finally on customization, I need basic changes done. These include layout adjustments, additional fields for more details, and workflows to ease operations. You should have extensive experience in ...
I need help with migrating my accounting data from Zoho Books to another software. - The data to be migrated is less than 1 year of transaction records. Ideal Skills and Experience: - Experience with Zoho Books - Proficiency in data migration - Strong understanding of accounting principles - Attention to detail and accuracy in data transfer - Ability to complete the task in a timely and efficient manner. Please provide details on your experience with data migration, especially if it involves Zoho Books.
Hi, I'm looking for CA who can do the audit, file ITR & MCA requirement. Along with good level of understanding of zoho.
I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.
I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Current...work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be b...
I am seeking an expert to develop and integrate advanced modules ...seeking an expert to develop and integrate advanced modules into my existing Zoho systems including CRM, Sales, and Inventory. Your role will include: - Developing customized reporting capabilities - Implementing workflow automation functionalities - Integrating with third-party applications Your expertise with Zoho modules, particularly in CRM, sales, and inventory, is critical. Your understanding of systems integration and ability to create custom reports and automate workflows will be instrumental for the success of this project. Precise third-party applications for integration will be discussed during project scoping. Fluency in Zoho, systems integration, and creating custom workfl...
I'm looking for a Zoho expert who can help me with improving my inventory management, streamlining sales and customer relationship management, and increasing overall efficiency and productivity. Looking to build a template platform that will be recreated across multiple companies. Key Responsibilities: - Assist with data import/export in Zoho Inventory - Customize fields and layouts in both Zoho Inventory and CRM - Integrate Zoho Inventory with my existing CRM system and sales tracking system Ideal Candidate: - Proven experience with Zoho Inventory and CRM - Strong understanding of inventory management principles - Experience in customization and integration of Zoho systems - Excellent communication and problem-solving skills Your assistanc...
In our dynamic, technology-driven business, we seek an experienced Business Development Executive to perform a range of responsibilities within...responsibilities within our team. Key Tasks Include: - Lead generation - Conducting thorough market research and analysis - Crafting and implementing effective sales strategies and negotiations The ideal candidate must have a deep understanding of tech industries. Combining this with skills in Salesforce, you will be the perfect fit for our progressive company. We envision employing a person who is passionate about growing business opportunities within the technology sector. Experienced users of Salesforce software will be at a distinct advantage, so proficiency in this tool is crucial. Overcome, grow and achieve together with ...
...search of a ZOHO expert available for hourly consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoing basis...
...in need of a Zoho Analytics expert to create a comprehensive dashboard for my business. The dashboard should utilize Charts and Graphs, Drill-down capabilities, and Data filtering features that Zoho Analytics offers. Key aspects of the project include: - Integrating data from Zoho CRM and Zoho Desk - Focusing on tracking Sales revenue Your role will involve: - Designing and developing the dashboard to visualize the data in an intuitive and informative way - Ensuring the dashboard is user-friendly and allows for easy drill-down into specific details - Implementing data filtering options to allow for customization based on user requirements Ideal candidates should: - Have extensive experience with Zoho Analytics, including its various features ...
I am currently using ZOHO Books and am looking to migrate to Odoo Accounting. I need an Excel expert to help with the migration process. Key Tasks: - Migrate complete set of invoices and bills from ZOHO Books to Odoo Accounting. - Transfer all customer and vendor details accurately to Odoo. - Ensure that financial reports are maintained and migrated correctly. Ideal Candidate: - Proficient in both ZOHO Books and Odoo Accounting software. - Excellent experience in data migration and Excel. - Familiar with maintaining and handling large databases. - Detail oriented, ensuring data integrity throughout the process. This is a large scale project as my current ZOHO Books database exceeds 1000 records. I need someone who can efficiently and effectively hand...
I am seeking a skilled Salesforce CRM analytics expert who can fix a bug on one of the Dashboards in our CRMA Ideal skills and experience: - Prior experience with Salesforce CRM analytics, particularly with Reports and Dashboards - Excellent understanding of CRMA - Familiarity with identifying issues in CRMA
...IT professional, skilled in Salesforce CRM, to provide various types of support. The scope of this job includes: - Integration: You'll be required to integrate my Salesforce CRM with several other systems we use, including our E-commerce platform, Email marketing service and Customer support platform. Possessing strong experience with these systems and Salesforce integration capabilities would put you at an advantage. - User Training & Support: I need guidance to understand the full potential of Salesforce CRM and how to use it effectively. The ideal freelancer will have a background in training and customer support, able to pass on knowledge to my team. - Data Migration: A big part of your role will surround migrating data from other platforms in...
I'm in need of a highly experienced API developer to design an API for the integration of Zoho CRM and Zoho FSM. The API should include the following functionalities: - Automatic updates Additional important specifications include: - The level of security should be OAuth 2.0. - Automatic update of ZoHo CRM custom field when scheduled installation date changes in FSM. - Automatic update of ZoHo CRM custom fields when Service Appointment completed in FSM. Ideal skills and experience: - Expert knowledge in API development - Strong understanding of OAuth 2.0 - Prior experience in Zoho platform integrations, specifically FSM - Excellent knowledge in data synchronization. Please bid confidently if you are capable of delivering these requirements.
I'm seeking a Salesforce developer proficient in Salesforce Lightning development, with a specific focus on automation. The main goal of this project is to streamline and automate various business processes through the use of Salesforce's Flow tool. Key Requirements: - Proficiency in Salesforce Lightning development - Expertise in Salesforce Flow for process automation Your responsibilities will include: - Understanding the current business processes and identifying opportunities for automation - Designing and implementing efficient and reliable automated workflows using Salesforce Flow - Collaborating closely with our team to ensure the automation aligns with our business needs and objectives Ideal candidates for this project...
I am seeking a ...seeking a proficient Zoho developer to implement workflow automation into my current Zoho CRM. The key tasks for this project: * Designing and implementing a seamless workflow automation within the existing Zoho CRM to streamline business operations. Skills & Experience: * Comprehensive Zoho developer experience is paramount. * Proven record of successful implementation of workflow automation. * Proficiency in CRM Development is beneficial. In your application, please include a detail of your Zoho developer experience to demonstrate your capacity to complete this project. Please do not include past work or detailed project proposals, as I am particularly interested in your prior hands-on experience. Your ...
...of an experienced Wordpress developer to create a custom website for my business. The project requires implementing a set of specific features, wordpress site requirements- landing page, blog page, conatct us,about us , policy and terms page. user account registration ( email,social and phone) / verification using sms otp. user account to manage appointments and edit acount information. admin login page design- with url modification ( should not be must me appointment plugin cookies plugin yohost plugin deployment upi plugin ( By KnitPay ) zoom intigration sms intigration for otp/and appointment reminders whatsaap intigration for chat social media handels intigration. zoho mail email intigrations for notification notification = paymnet, order confirmation,
...of the project. It should be designed to handle our Software as a Service (SaaS) licensing. The main functionalities required are: - **Payment Processing:** The portal needs to process payments from our clients. - **License Management:** The portal should manage our SaaS licenses. Ideal candidates for this project should be well-versed in web development, particularly in creating user-friendly and efficient customer portals. Experience with integrating Square and Zoho Books is a plus. It's crucial that the website and portal are secure and scalable. A good understanding of SaaS models would also be beneficial. Additional Requirements IoT Hybrid Solutions Website with Customer Portal for Product License Management and Payment Requirements Documents Proje...
I am looking for a salesforce professional who has enough experience with sending surveys, your task will be to program a flow which should send an email with the survey to the end user, based on user responses, in case of a negative rating, an email should be sent to the coordinator indicating the response data of that survey, everything must be done with declarative tools.
We need help setting up Zoho Thrive. Please do not bid unless you have used Zoho Thrive and know how to set it up.
I need a Wordpress Rest API that can seamlessly integrate with various external systems. - I am looking for a solution that can efficiently han...integrate with various external systems. - I am looking for a solution that can efficiently handle user authentication and authorization for these systems within the Wordpress environment. - The data synchronization between the systems is also crucial. It should be designed in a way that ensures real-time data updates. This project requires a deep understanding of the Wordpress Rest API, Djangorestframework, and MySQL. Experience in integrating platforms like Salesforce, Shopify, or HubSpot is a plus. A successful delivery will be a fully functional API that is scalable and can handle complex interactions between Wordpress and ...
I am currently in search of a skilled Salesforce tutor to guide me in the facets of Salesforce's Security and Access. I have existing knowledge and some experience with Salesforce but am eager to enhance my capabilities specifically in Security and Access, where I rate myself as intermediate. To effectively facilitate this, the ideal tutor should: - Be an experienced Salesforce user, preferably holding a certification. - Possess deep knowledge of Salesforce's Security and Access features. - Know how to patiently explain complex concepts to learners of different levels. Looking forward to tutors who can tailor sessions targeting the Salesforce Administrator Examination.
I'm currently looking for an expert in Zoho Email Notifications to assist with a specific problem I'm facing. I have an automation in place for new order notifications that should send an email to me immediately when an order is placed, but this is not currently working. Your primary task will be to investigate and identify the root cause of this issue, then implement a solution that will ensure email notifications are sent promptly upon new order placement. Skills needed: - Strong understanding of Zoho Email Notifications - Expertise in email automation - Troubleshooting and problem-solving abilities - Excellent communication skills and professionalism Your successful work on this project could lead to more collaboration in the future. I look forward to...
We have one zoho landing page with content and form not aligned properly it need small improvement .
I'm seeking a skilled bookkeeper with experience in Zoho to help manage the financial aspects of my small business. Your responsibilities will include: - Regularly reconciling accounts, ensuring they are accurate and up-to-date - Categorizing transactions correctly for clear financial tracking - Generating financial reports for analysis and decision-making - Offering insights and suggestions for financial improvements This role would suit an individual with: - Strong bookkeeping skills and experience, ideally with small businesses - Proficiency in Zoho, or similar bookkeeping software - Excellent attention to detail, analytical skills, and a problem-solving mindset - The ability to communicate financial information clearly to a non-finance professional
I'm looking for an experienced Salesforce expert to create a comprehensive reporting system and dashboard. This system should help me track the effectiveness and progress of my Sales Development Representatives (SDRs) through the sales funnel. Key Responsibilities: - Developing Salesforce reports for tracking key metrics: - Conversion rate from leads to opportunities - SDR Call to Connect - SDR Connect to Appointment Set - Appointment Set to Appointment Held - Appointment Held to Opportunity Converted - Creating a real-time updating dashboard that visually represents these metrics. Ideal Skills: - Proven experience with Salesforce and its reporting functionalities - Ability to create complex dashboards - Understanding of Sales and Sales Funnel Proce...
...Internationalization: The site will be translatable into Portuguese, with potential for further language additions. 4. Platform and Customizability • Content Management System (CMS): Build on WebFlow or a simplified version of WordPress to allow easy content updates • Editable and Scalable: Ensure the site architecture allows for easy updates and scalability by internal teams. 5. Integrations • Calendly and Salesforce: Seamless integration for improved lead management and scheduling. • Form Builder: Integration with a dynamic form builder for customizable form fields. • Heatmaps Tool: Integration for analyzing user interaction and behavior on the site. • Storylane: Embedding demo videos to showcase products interactively. • We have a separate c...
...experience with Zoho integrations and contact forms is highly desirable. - Knowledge of SEO best practices is a plus. Expectations: - No on-the-job learning; applicants should be well-versed and experienced in the listed technologies. - Efficient management of time and tasks, with a proactive approach to project handling. - Excellent problem-solving skills and the ability to adapt quickly to new web technologies. Additional Information: - This role requires someone who can handle rapid task variations and deliver high-quality results under tight deadlines. - We value attention to detail and a strong commitment to delivering aesthetically pleasing and functional websites. - We are excited to see your previous work samples and discuss how you could contribute to our p...
I'm an intermediate level Salesforce user in need of assistance in getting certifications for Salesforce Administrator, Salesforce Developer, and Salesforce Sales Cloud Consultant roles and possibly others for our agency. My main area of focus is practice exams. Your task is to: - Prepare and conduct meaningful practice exams for each certification. - Discuss and clarify complex concepts when required. Ideal candidates should preferably hold the relevant certifications and have a solid understanding of Salesforce's inner workings. Also, experience with Salesforce training or teaching similar courses will be a significant advantage. Your tutoring methodology should be efficient and flexible, targeting key areas effectively and providing compreh...
On a mission to streamline my business processes, I need a skilled Zoho CRM developer with a sharp eye for automation who can set up and optimize my sales initiatives. Primary responsibilities will include: - Setting up automation for sales in Zoho CRM, specifically focusing on email campaign operations including the creation of relevant triggers. - Building a blueprint to better manage sales pipeline tracking, lead management, and contact management within the CRM. Desired Skills: - Proficient in Zoho CRM and its specific functionalities. - Expertise in email campaign automation, ideally in Zoho. - Deep understanding of CRM lead scoring and routing. - Experience setting up triggers based on specific actions or events. - Strong knowledge of personalizing e...
I'm seeking a versatile, full-time Internet Marketing team member to aid in various areas, working during US times. As my team member, your primary resp...LinkedIn posts: You'd manage content creation and engagement on our professional LinkedIn profile. - Trade Show Booth displays: Occasionally, you'll assist in the preparation and management of our Trade Show Booth displays. - SalesForce management: You'll oversee customer relationship management using SalesForce. I'm prepared to offer a salary between $500 and $1000/month for this role. Ideal candidates would have considerable experience in social media management, SEO, and advertising—specifically on Facebook, Google Ads, and LinkedIn. Also, proficiency in SalesForce and an unders...
I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: I require the professional to integrate the system with various platforms. Specific platforms such as Salesforce, Mailchimp, and Shopify should be considered. - AI Chatbot Implementation: While the details of the AI chatbot features were not specified, the Go High Level expert will be in charge of incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong backgroun...
Necesitamos implantar en la empresa la solución de Zoho One, el módulo de expenses. Se trata de crear los procedimientos, metodos, herramientas necesarias para este módulo en la empresa.
Necesitamos la implantación y configuración de los procedmieintos de zoho people para el uso de la empresa.
Implantación de zoho Desk. Creación de los procesos y automatizaciones para el correcto uso de las herramientas dentro de la empresa.
!!!Must have skills!!! Salesforce Partner Relationship Management experience References, similar projects We need a salesforce commerce expert who can perform the work listed below. Of course, this is a very rough “plan and description” We would like to arrange a non-binding Zoom meeting to talk about our project. In the end, we need much more than what is written or listed here. We assume that you understand our requirements and that you work in a solution-oriented manner and with us in mind. Here you have a first description. This is how I made the advertisement: We are a brokerage platform. We refer customers to suitable workshops and need a solution in Salesforce for our lead management. 1. the customer makes an inquiry v...
1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to...function should dynamically pull data from the account database and populate the ticket fields according to the values entered. It is important that we have a solution that is directly usable with no modifications needed apart from inserting our specific IDs for fields/modules etc. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns, ...
I'm looking to hire someone who can create a zoho desk addon which can print a small summary of the ticket current ticket information, including a QR code with the ticket number. We will then print the summary on a small label. The fields I need are: Subject Account Name: Contact Name: Date Created: Ticket Number: QR code The ideal freelancer for this project should have proven experience in Zoho Desk, and API integration. They should also have sound understanding of data handling, as sensitive information could be involved. Please provide examples of similar projects you have done in the past.
...seamlessly integrate with my Zoho Desk setup. This workbook should be specifically engineered to perform the following: - Retrieve the required information from Zoho Desk tickets upon pressing a button inside Excel. Specifically, I need someone skilled in Excel VBA programming and API integration work to: - Design a user-friendly interface in the workbook where one can press a button to initiate the retrieval of ticket information. You should be able to retrieve the latest ticket, and then have two more buttons to go to next & previous tickets. - Implement secure API connections to Zoho Desk to enable the retrieval of ticket information usuing oauth. The fields I need are: Subject Account Name: Contact Name: Date Created: Ticket Number: The ideal freelanc...
I am creating a student enrolment management system for learning purpose and need guidance of someone who knows about salesforce and have made something like it earlier. It's a very basic project, no experience required, It might not required more than 2 hours of time. If you know about object creation, tabs, profile management, tab and field security, you are welcome to apply for this project.
I'm looking for a professional who can help me set up an effective Zoho email campaign system. The core goal of the campaign would be to increase product sales, with a specific focus on middle-aged adults (35-54 years). Key Responsibilities: - Utilize the Zoho Campaigns platform to design and set up a series of targeted email campaigns. - Ensure the content and messaging is tailored to resonate with middle-aged adults and drive sales. - Implement a tracking and analysis system to monitor the performance of each campaign and provide insights for future improvements. Skills and Experience: - Proficiency in Zoho Campaigns, with a proven track record of setting up successful email campaigns. - Strong understanding of email marketing best practices, particularly in t...
...freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It...
I'm looking for a Salesforce Einstein expert to provide training sessions on Predictive Analytics and Next Best Action features. The ideal candidate will have an intermediate level of expertise in Salesforce Einstein. Key Requirements: - Deliver training sessions focused on Predictive Analytics and Next Best Action features - Intermediate expertise in Salesforce Einstein - Conduct training sessions via Zoom Your responsibilities will include explaining key concepts, providing hands-on exercises, and answering any questions that may arise. Experience in delivering online training sessions is a plus. Please ensure to include your relevant experience, and certifications in your proposal.
I am in need of a Go High Level expert who can set up and manage sales funnels effectively. The project entails the following tasks: - System Integration: I require the professional to integrate the system with various platforms. Specific platforms such as Salesforce, Mailchimp, and Shopify should be considered. - AI Chatbot Implementation: While the details of the AI chatbot features were not specified, the Go High Level expert will be in charge of incorporating it on Instagram and WhatsApp. - Automated Client Follow-ups: The individual will be responsible for setting up automated client follow-ups. This will be achieved through Email Marketing, In-app messages, Instagram, and WhatsApp. The ideal candidate should be well-versed in Go High Level, and have a strong backgroun...
I'm in need of a Zoho web application that will act as a data management tool, primarily focusing on data entry forms and data import/export. Key Features: - Web-based Zoho app - Focus on data management - Data entry forms - Import/export functionality Ideal Skills: - Proficient in Zoho app development - Experience in web app development - Skilled in data management, particularly data entry and import/export functionality - Strong understanding of UI/UX for form design and data presentation Please note that the specific data management features are still being refined, so flexibility and the ability to adapt as requirements evolve will be highly valued.
**Project Overview:** We're looking to set up a Zoho Portal that allows users to create emails using their custom domain and integrate them with Zoho Sheets. The goal is to replicate the functionality of an existing Google Apps Script that forwards emails to Google Sheets. The freelancer will be responsible for configuring the Zoho Portal, setting up email forwarding, and integrating Zoho Sheets to achieve seamless email-to-sheet automation. **Prerequisites:** - Access to Zoho Mail and Zoho Sheet. - A custom domain configured with Zoho Mail. - Basic knowledge of Zoho Mail, Zoho Sheet, and email forwarding. **Scope of Work:** 1. **Zoho Portal Setup:** - Configure the Zoho Portal to enable email ...
We are seeking an experienced developer to integrate OpenAI GPT into our existing database system (Zoho CRM) to enable natural language queries for investor searches. Users on our website will describe their company and transaction details, and the GPT will summarize and request additional information. Based on this, the GPT will score investors using a customizable algorithm and provide a CSV list of the top 100 matches. Users interested in further details must sign an NDA and fee agreement via an automated system, with their information and preferences automatically transferred to our CRM database. Key Project Details: User Interaction on Company Website: Users will describe their company and transaction details on our website using natural language queries. The GPT will...
Phase 1: Integration and Automation of Zoho Books and Zoho Inventory ● Objective: Establish robust integration between Zoho Books and Zoho Inventory for streamlined financial management. ● Tasks: 1- Chart of Accounts Mapping: Link the chart of accounts in Zoho Books to corresponding inventory items in Zoho Inventory for accurate expense and income tracking. 2- Automation of Sales Invoice Processing: Develop workflows (using Zoho Flow) to automatically record sales invoice details: 2.1- Delivery service costs based on chosen service (integrate shipping carrier accounts if applicable) 2.2- Payment processing fees associated with different platforms (integrate payment gateway accounts) 3- Testing and Validation: Conduct thorough testing to en...
I am in need of a Salesforce developer who specializes in Sales Cloud. The ideal freelancer will possess extensive technical expertise to help with high level customizations, primarily through extensive custom code. Key Activities: - Create custom objects and fields as per unique business needs - Develop automated workflows to improve process efficiency - Integrate Salesforce with existing systems Ideal candidate should have: - Significant experience with Sales Cloud - Profound knowledge in Salesforce customization, particularly custom code - Portfolio of similar projects showcasing ability to implement automated workflows - Experience with system integration in Salesforce Please, only those who meet the above requirements should apply.
