We are seeking an experienced Zoho CRM specialist to configure and optimise our CRM for a multi-channel sales function. The scope covers the entire sales journey—from initial data categorisation and upload through to successful sale closure. The ideal candidate will have a strong track record of Zoho CRM implementations and must be UK-based. Scope of Work: The project will include, but is not limited to, the following tasks: 1. Initial CRM Setup & Data Upload • Structuring and categorising prospect data • Uploading initial prospect data into Zoho CRM • Defining data fields, segmentation, and tagging for efficient lead management 2. Sales Process Design & Automation • Assist in the designing of a comprehensive sales process flow map, including: o Lead qualification criteria o Sales pipeline stages o Actions, triggers, and follow-ups o Flags and decision points • Automating workflow rules and notifications • Implementing task assignments and reminders for sales teams 3. Multi-Channel Communication Integration • SMS & WhatsApp API Integration: o Setting up automated and manual messaging workflows o Ensuring compliance with relevant regulations • Outlook Integration: o Email tracking, synchronisation, and logging o Calendar and meeting scheduling within Zoho CRM • VOIP API Integration: o Connecting VoIP system for call logging and tracking 3CX or 8X8 o Ensuring smooth call-to-lead functionality 4. Reporting & Analytics • Setting up custom dashboards for key sales metrics • Defining and implementing automated reporting for: o Sales performance o Lead conversion rates o Communication tracking and response times • Providing insights and recommendations based on CRM data 5. Training & Documentation • Training key team members on CRM usage and best practices • Providing user guides and process documentation Requirements: • Proven experience in Zoho CRM implementation & customisation • Demonstrable portfolio of past Zoho CRM projects (must provide examples) • Experience with multi-channel integrations (SMS, WhatsApp, Outlook, VOIP APIs) • Strong understanding of sales process design and automation • UK-based freelancer Next Steps: Interested applicants should submit: 1. A brief overview of their experience with Zoho CRM 2. Examples of previous Zoho CRM implementations 3. Availability to discus the project
Doctor Personal Website Category: CMS, Elementor, Graphic Design, HTML, PHP, Web Design, Web Development Budget: $250 - $750 USD
18-Dec-2025 04:53 GMT
Thiết kế website WordPress doanh nghiệp Category: Graphic Design, HTML, PHP, SEO, Web Design, Web Development, Website Optimization, WordPress Budget: $250 - $750 USD
18-Dec-2025 04:53 GMT
Grow LinkedIn Professional Audience Category: Article Writing, Content Creation, Content Marketing, Content Writing, Digital Marketing, Marketing, Report Writing, Research Writing, Social Media Management, Social Media Marketing Budget: ₹600 - ₹1500 INR
18-Dec-2025 04:52 GMT
ROI-Driven Growth Expert for NDIS Business Category: Advertising, Content Marketing, Conversion Rate Optimization, Digital Marketing, Internet Marketing, Lead Generation, Link Building, Marketing, SEO, Social Media Marketing Budget: $30 - $250 AUD
18-Dec-2025 04:52 GMT
Live-Action Promo Video Edit Category: Adobe Premiere Pro, After Effects, Color Grading, DaVinci Resolve, Final Cut Pro, Video Editing, Video Production, Video Services Budget: $15 - $25 USD
18-Dec-2025 04:51 GMT
Business Promo Video Editing Category: A / V Editing, Adobe Premiere Pro, After Effects, Animation, Final Cut Pro, Infographics, Sound Design, Video Editing, Video Production, Video Services Budget: ₹600 - ₹1500 INR
Humanities Paper Proofreading & Editing Category: Academic Writing, Content Writing, Editing, English Grammar, Proofreading, Research Writing, Writing Tutoring Budget: $8 - $15 USD
18-Dec-2025 04:47 GMT
Employee Attrition Cause Analysis of -- 2 Category: Business Analysis, Data Analysis, Data Analytics, Data Visualization, Employee Engagement, Report Writing, Research, Research Writing Budget: ₹1250 - ₹2500 INR
18-Dec-2025 04:46 GMT
Modern Monochromatic Logo Design Category: Adobe Illustrator, Branding, Graphic Design, Illustration, Logo Design, Photoshop, Vector Design, Visual Design Budget: $15 - $25 USD
18-Dec-2025 04:44 GMT
Website Image & Service Refresh Category: CMS, Graphic Design, Photo Editing, Photoshop, Web Development, Web Design, Website Management, WordPress Budget: $30 - $250 USD
