We are looking to create a new website to replace our exisiting one in two phases. Phase one involves implementation and customization of ZOHO CRM as described:
Word press Website Changes / Integrating Forms into Zoho CRM: Making changes to our existing WordPress website [url removed, login to view] to link the data from the following three forms:
o Sign-up form on the home page (Form with the heading “Sign up for Free Consultation”).
o Credit Application form (form available on Pre-Approval Page)
o Enquiry form on the Contact Us page.
After all the forms are linked with Zoho CRM, all the data submitted will be pushed into Zoho CRM as a Lead or Credit Application
Zoho CRM Customization:
o Modify existing Lead, Account and Contact forms to capture the customer information submitted via Carlucent Website
o Create a new module for capturing the Credit Form / Pre-Approval form information and the Car Year/Make/Model information that are available in the drop down options.
Setting up various workflows / Processes in Zoho CRM for (LEAD TO PROSPECT CONVERSION) (PROSPECT TO DEAL PROCESS) (DEAL TO CLIENT DEAL PROCESS)( AFTER SALE CLIENT PROCESS AND LONG TERM RELATIONSHIP MANAGEMENT) (LONG TERM FOLLOW UP FOR COLD LEADS)
o Work with Car Lucent team to implement their Sales processes into Zoho CRM by configuring the Lead, Account module. Product Module(to manage vehicle listings) and incorporating necessary business rules
o Create four email templates for each stage to automate the email notifications at the various stages of the sales process flow (as shown in the PDF document provided by Carlucent attached).
o Setup workflow rules to implement the Sales process
o Setup the email and phone process to work together as required by Car Lucent
Reporting: Customize existing reports as well as build any new custom reports as needed by Car Lucent team
Training: Provide User Training for the five users of CarLucent team
Which is to run in parrallel would be to replace our exisiting webstie to create a vehicle shopping portal using data and services provided by chromedata.com. This would leverage the CRM and customizations created in phase one.
Said tool will need to emulate the UI and workflow shown on [url removed, login to view] with some sligth changes and improvements. The purpose of this tool will be to help car shoppers identify and price vehicles they wish to purchase or lease. The app will also need to provide a back end API for integration to auto dealerships participating in our program. This API would access dealer inventory information to find vehicles that match client search criteria. It woud also feed deal information back to the dealers to provide pricing and prepare to close a sale.
All of the data would need to connect back the Zoho CRM which would need to be customized to manage leads, procstpects, vendors(dealers) and products (invetories tagged to dealers) and deals (car sales) in various custom workflows for each stage in the lead life cycle.
The quote should be provided as two segments for Phase 1 and Phase 2. We are looking for a team that are experts in Zoho and who can complete the phase one in 5 to 10 days. The web portal project should take approximately 60 days or less for the rigth size team.
IF YOU CAN NOT PROVIDE AT LEAST THREE REFERENCE CLIENTS THAT YOU HAVE DONE ZOHO INTEGRATIONS FOR PLEASE DO NOT BID.
Project parameters have been changed to limit the scope only to the Zoho integration portions of Phase 1.
ZOHO Creato Experts and Website Development pros! Champion's in Zoho, CRM OUR PORTFOLIO [url removed, login to view] I would love to discuss your project over chat. Sincerely Regards David