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Zoho Implementation

Looking for a Sales & Marketing and Websites, IT & Software Freelancer

Setup ZohoPLUS: Programs we will be using: CRM, SalesIQ, Campaigns, Social, Projects, Show, Flow, Forms, SalesInbox, Sign Specific Deliverables: - Integrate third party products (Gsuite, RingCentral ((Calls and SMS - buttons should be on lead, contact and opportunity pages)), DocuSign, Xink and Stripe which are already setup). - Sales: Implement workflows and automation (Contract Creation per sale, automatically pulling in details like first name, selected product etc, DocuSign for signature and Stripe for payment) . - Data: import from Salesforce (ensuring there are no duplicates). - Marketing: implement workflows (including mass email). - Email Signatures: integrate Xink for emails. - Email: (tracking on clicks, opens, forwards, two way sync from Zoho to Gmail). - Webforms: create webforms (same as what we have on www.storylines.com) but through Zoho. - Permissions: setup role based permissions. - Reports: create graphical reports for sales staff and management. - Dashboards: create dashboard for sales staff and management. - Inventory Management: Import products from Airtable and create easily accessible inventory. - Published documents: Setup Zoho show to replace attach.io. - Website: create analytics code for website to pull in tracking information, create chat that we can put on our website. - Single Sign On: setup single on using Gsuite credentials. You: - You will be working closely with our CTO and reporting to her on all activities. - You will be working within our Trello Project Management Tool and communicating with us using Moxtra. - You must have experience with Gsuite, Zoho and RingCentral. - Delivery timeframe is within 3 days. - Agree to hours per task and deliver based on agreed hours. - Must be able to work around the clock for the next 3 days, teams and agencies are ok. - We will work as a team to get this delivered and are technically capable to assist along the way. - Must be available during London, UK hours.


Max. Budget: £750.00

Ends in 7 days



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