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Zoho One - Operator / Project Manager

$8-15 USD / hour

Closed
Posted almost 4 years ago

$8-15 USD / hour

We are a startup marketplace for services (similar business model to [login to view URL] / [login to view URL] / [login to view URL]), and have recently chosen Zoho One as our business management tool for all departments and teams. We are looking for a Zoho One operator expert to work with us over the long term to set up, and connect all apps to our business, to understand our company workflow and adjust accordingly. We will be using almost all Zoho One applications, and thus will need you to develop, implement, integrate, update, maintain, and optimize our systems consistently. Perform basic and advanced level automations and workflows and customization in support of our objectives of improving company operations. Efficiently organizing operations, providing meaningful data to make informed decisions, to identify and pursue all opportunities. More Info: [login to view URL] Responsibilities (Tasks and Projects): Managing ZOHO platform ensuring it works seamlessly across the company and captures all required information at key points in the customer life cycle. Planning and delivering CRM strategies for all teams encouraging customer retention and customer loyalty. Set up all apps that our teams require for all team projects, example: Customer Journey Mapping analyzing touch points with the organization and maximizing commercial opportunities. Working closely with all departments to ensure the CRM works effectively for all aspects of the company Overseeing the migration of all direct communications to lower cost mediums such as SMS and email Developing testing strategies for all aspects of the CRM to ensure the most effective approach for the company and its products / offers. - Field customization - Lead management - Client/deal workflows - Financial workflows - Automations - Analytics - Campaigns - Reports. Requirements: Extensive experience and current knowledge of Zoho One and Zoho applications products and services. An understanding of the concepts and trends in direct and digital marketing, customer acquisition, re-engagement and retention strategies. Articulate communicator, experience with compliance, working with large-scale CRM databases, ideally ZOHO CRM, delivering these solutions in accordance with organisational strategies. Approach to problem-solving will be logical and detailed, you will be able to articulate business requirements in both technical and non-technical language. Conversational level of speaking and writing English. Ability to document how a function works in detail. We will also be very detailed in our tasks and projects Work with a budget between $5-$10 an hour for the first 3 months, then increase to $10-$15 per hour + bonuses effective month 4. Can provide a minimum of 12 hours per month, for the next 12 months. User for Excel/Google Sheets, g-suite, when necessary, for pulling/scrubbing/uploading data Detail-oriented, organized, enjoy solving system problems, and making automation and efficiencies work. Thank you for your interest, we are looking forward to a long and successful relationship.
Project ID: 25680613

About the project

10 proposals
Remote project
Active 4 yrs ago

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10 freelancers are bidding on average $12 USD/hour for this job
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Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Workflows • Validations • Advanced Formula • Reports and Dashboards
$10 USD in 40 days
5.0 (13 reviews)
4.8
4.8
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Hello, I should work 6-8 hours daily. I am an expert in Hubspot / Zoho and data extraction. I have used many CRMs and have efficiently completed many data collection and data entry tasks. I have then also run campaigns like email marketing, using the collected information. For emails I use both paid and free platforms; thus, I am able to find emails for most of them. For a few, whose emails I cannot find, I can send request them to connect on your behalf. Once they are contacted, we can see their emails on LinkedIn too. I look forward to talking with you soon! Thank You.
$10 USD in 40 days
5.0 (1 review)
3.0
3.0
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LaYa Solutions - We can offer the need resources for your project. Kindly get in touch so we can provide you with a "FREE" consulting and estimate for this project. Let us know your availability so we can discuss in detail on the project requirements. Thanks in advance.
$10 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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I am a senior leader with over 10 years of experience in Sales and Marketing serving businesses and individual clients. My company has worked with many CRM platforms including Microsoft Dynamics, Hubspot and Zoho. We are Zoho CRM Certificated and have worked with over 100 companies.  CRMs are powerful tools that can be customized to your needs. Ensuring that you are capturing the right information is paramount. We will provide your company expertise in the CRM platform of your choice.  We take the time to learn your company’s unique business and sales process to ensure that your system is built out to your company’s needs. We have created workflows, lead management, contact management, account management, templates, and other customized applications within the CRM to help define the sales and operations process and improve organizational efficient organizations. All of our clients use Zoho One exclusively so we are experts with configuring all Zoho applications to work together seamlessly.
$11 USD in 30 days
0.0 (0 reviews)
0.0
0.0
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I am a Zoho CRM Developer and Consultant having vast and good hands-on experience in working across multiple projects and organizations. I have worked on projects based on Zoho CRM and Zoho Creator. Creating custom functions using Deluge, API integrations and workflow automation is also one of my specialties. Apart from that, I have the skill set required to implement a sales playbook within CRM and make other customizations within the CRM making it highly productive and an easy to use UI. Having prior experience in creating automation, forms and buttons for different organizations practically helps me understand the scope of the project much faster. One of the recent similar projects I did was for a clinical website in Canada -: - Customized leads and deals module in Zoho CRM and added fields and buttons as per requirement. - Created custom forms to capture leads - Performed a complete audit of the existing CRM system to recommend where leads are not getting properly followed up by the sales team - Set up workflows and automation to create follow up tasks based on the type of lead - Set up dashboards for complete visibility into the sales pipeline - Alerts using custom functions if certain criteria not met e.g. if a lead is not contacted in the first 48 hours after sign up - Synced emails for a sales rep with Zoho - Automated invoice generation from sales
$12 USD in 30 days
0.0 (0 reviews)
0.0
0.0
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Dear Recruiter, I hope you are doing well & Safe. My name is Raj and I am an Indian based Zoho Consultant. I love Zoho and I have 4.5 years of extensive experience in all Zoho Products. Integration : Zoho CRM, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites, and vice versa. Automation: Workflow rules, Autoresponders, Email Templates Creation. Follow Up Task, Alerts, Custom functions, Automatic Rules, Reminder Setup, Notification via Email, and SMS, Dashboard Creation, Scheduled Reports with multiple formats, Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. - I work extremely fast. - I have a great knowledge of Zoho Products and Scripting behind business logic. - I can ensure quality communication. - I will complete the work as much as earlier and will do my best effort. - I will deliver the work on time with 100% quality. Support: I will give support for any kind of bugs/fixes. I will implement the Zoho in an efficient and faster way since I have implemented CRM with customization, integration, permission, and profiles for 45+ business Thank you and I look forward to the opportunity to work with you Raj Kumar Jha
$8 USD in 30 days
0.0 (0 reviews)
0.0
0.0
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My Zoho services are: • Zoho One implementation and administration • Zoho Mail migration from Gsuite and cPanel • Zoho CRM customization, automation and integration • Zoho Campaigns automation • Zoho Creator apps development • Zoho Books and Zoho Invoice automation • Zoho Desk setup, automation and help-center configuration • Zoho Flow for integration • Zoho Orchestly for advanced process modeling • Zoho API programming services (Deluge, PHP, or .NET) • Zoho Post-Implementation Services (training, maintenance, and monitoring services)
$20 USD in 40 days
0.0 (0 reviews)
0.0
0.0

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Flag of UNITED STATES
Denver, United States
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Member since Jun 21, 2019

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