Implementation of Zoho One in the Online School
It has been introduced tools ZohoCRM, Zoho Survey, Zoho Drive, Smart Sender, Binotel.List of works:
Registration of a new CRM cloud account.The invitation of employees to the system;
- Configuration of security controls (rolls, the distribution of the rights to view information, the creation of user profiles, the setup of groups and the hierarchy of the distribution of data).- Establishment of restrictions on employees' rights to the creation, review, direction, removal and export of lies, contacts and other modules.- Customization of Modules of Agreement, Ladies, Contacts, Products, Task under the data described in Step 1.- Establishment of validation and rules of filling fields in ice cards, agreement, contact according to the business process described in stage 1;
- Creating the Canvas design (visual look of the card) of the essences of Agreement, Ladies, Contacts, Products, Task.Disconnecting unnecessary modules and reports.- Setting the sales wheels according to the business process described in stage 1;
- Configuration of the automatization block on the defendant (tools settings, emails) with a standard function.- Set up the start page (record analytics for roles).- Configuration of sales reports and dashboards (incorporated in CRM) according to the concept described in stage 1.- Set the main menu of the system (inputs, tabs).Connecting Virtual Telephone (Binotel)Link to Facebook Leads.Create a telegram work for messages.- Settings of web hacking on the defense of sales to send messages on events in the group telegram.- Writing integration with the Smart sender (the first message creates a link/contract).- Testing the scenarios of the manager's work, checking integrations.- Writing the software code for synchronization of applications on the site.- The user fills out the form - the application creates an agreement / ice in the system.- Name, telephone number, UTM is sent to the card field.Testing of integration.Tagged with: zohocrm
Registration of a new CRM cloud account.The invitation of employees to the system;
- Configuration of security controls (rolls, the distribution of the rights to view information, the creation of user profiles, the setup of groups and the hierarchy of the distribution of data).- Establishment of restrictions on employees' rights to the creation, review, direction, removal and export of lies, contacts and other modules.- Customization of Modules of Agreement, Ladies, Contacts, Products, Task under the data described in Step 1.- Establishment of validation and rules of filling fields in ice cards, agreement, contact according to the business process described in stage 1;
- Creating the Canvas design (visual look of the card) of the essences of Agreement, Ladies, Contacts, Products, Task.Disconnecting unnecessary modules and reports.- Setting the sales wheels according to the business process described in stage 1;
- Configuration of the automatization block on the defendant (tools settings, emails) with a standard function.- Set up the start page (record analytics for roles).- Configuration of sales reports and dashboards (incorporated in CRM) according to the concept described in stage 1.- Set the main menu of the system (inputs, tabs).Connecting Virtual Telephone (Binotel)Link to Facebook Leads.Create a telegram work for messages.- Settings of web hacking on the defense of sales to send messages on events in the group telegram.- Writing integration with the Smart sender (the first message creates a link/contract).- Testing the scenarios of the manager's work, checking integrations.- Writing the software code for synchronization of applications on the site.- The user fills out the form - the application creates an agreement / ice in the system.- Name, telephone number, UTM is sent to the card field.Testing of integration.Tagged with: zohocrm