Budget: 1234 EUR Deadline: 123 days
Hello, greetings!
My name is Rostislav. I am a representative of the IT marketing company Zrobleno Solutions. For over three years, we have been implementing CRM systems. We also work with Zoho.
Regarding experience:
https://freelancehunt.com/showcase/work/vprovadzhennya-zoho-crm/1807588.html
In total, our team has completed 4 projects. We have only uploaded one to the portfolio so far.
Here is a brief description of the work on these projects:
1. Spanish HR agency.
Our specialists had the opportunity to set up triggers (Zoho flow), where certain functions were performed within the CRM entity. Numerous connections between entities were also established using flows.
Setting up Zoho flow between 4 modules, creating custom triggers, webhooks. Standard CRM settings.
2. Ukrainian credit company.
Ensuring the migration of the client from the Russian system Bitrix, transferring the database of "clients," "deals," "contacts," and "companies." Organizing a convenient environment for executing the main business processes of the company.
3. American logistics company "Heiken TMS."
For this client, we provided the setup of contact cards for individuals/companies, as well as configured the deal card, which in the case of the client was contracts.
Therefore, layouts of these modules were created with the establishment of custom fields, subforms, as well as related lists with connections between other modules.
Regarding the team:
Project Manager/Business Analyst - $30/hour
Developer (for API integrations) - $30/hour
CRM Marketing Specialist - $30/hour
Designer/Zoho Website Creator - $25/hour
2x CRM/ERP/Analytics Specialists - $30/hour each
I suggest discussing the details of cooperation.