Looking for a Zoho CRM expert to set up our sales process automation.
Worldwide
Hi, i'm looking for a Zoho CRM expert to set up our sales process automation. The core scope: 1. Define the deal stages together with me 2. Set up email cadences triggered by deal stage. 3. Set up automated SMS either through Zoho or a third-party tool. A few non-negotiables: - You must be able to communicate and work as part of a team. This will involve iteration and a lot of back-and-forth to get the first version right. - Do not apply if you're an agency planning to delegate this to someone else. I need a direct line of communication with the person actually doing the work. - You need to move fast and meet deadlines. I'm flexible and can work around your workload, but I can't let this drag on for months. Company background: We receive inbound leads that flow into Zoho CRM. We use Persona (withpersona.com), a KYC platform, and leads pass through Persona and into Zoho. The CRM is already set up and leads are coming in, but it isn't configured well and we're not really using any of the automations yet. That's where we'd like help. From there, we need automated emails and SMS to go out based on deal stages and time delays (e.g. how many days have passed in a stage). How to apply: Don't send a generic pitch. Instead, write back and tell me how you'd actually approach this specifically, how you'd trigger automated emails and SMS based on deal stage and time elapsed. I'm especially interested in how you'd handle the SMS side. I don't think native Zoho can do this on its own, so tell me how you'd tie the two systems together. We need the emails and SMS to fire together off the same triggers. This should be a relatively straightforward project for someone competent who has done it a few times before. Best, Anwar
- Less than 30 hrs/weekHourly
- < 1 monthDuration
- IntermediateExperience Level
- Remote Job
- One-time projectProject Type
Skills and Expertise
Activity on this job
- Proposals:Less than 5
- Last viewed by client:last week
- Hires:1
- Interviewing:2
- Invites sent:0
- Unanswered invites:0
About the client
- United Arab EmiratesDubai1:07 AM
- $46K total spent140 hires, 13 active
- 1,097 hours
- Individual client
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by