I will setup your CRM, zoho one, salesforce

I will setup your CRM, zoho one, salesforce

CONTACT ME BEFORE BUYING

Me and my Team will build your Zoho/Salesforce CRM. I have 15+ years CTO consulting and developing Salesforce and Zoho. And as a certified Scrum Master and Gallup Achiever, I'll work out any project.

More about Zoho One here: https://go.zoho.com/etb

Basic (3hrs max):

Setup basics settings.

Email & Phone integration with app.

Adjust native Modules/Objects, Layouts and Fields.

Import from csv or excel data.

3 Email and task Templates.

1 Dashboard with up to 5 Reports.

1 Basic Workflows/Flows.

1 Webform for website.

Standard (5hrs max):

1 Blueprint/Pipeline/Path.

1 MailMerge

2 Custom functions/buttons/complex formulas.

1 Basic Integrations: Forms, Invoice, Marketing Automation, Social, Chatbot, Desk, Flow, Survey or Books/AppExchange, etc.

Premium (8hrs max):

1 Advanced Integration + 2 Basic Integrations: Workdrive, Projects, Inventories, Creator/AppExchange, Apex, Visualforce, etc.

Ask for Salesforce migration to Zoho CRM.

Ask for Salesforce Essentials automations to match unlimited Enterprise flows.

Contact me today, we can start a Consultation GIG to establish the scope of the project, design your CRM architecture and propose a timeline.