Nathan A.
WapakonetaOH
100% Job Success

Zoho CRM / Zoho ONE Specialist and Business Operations Consultant

I consult with companies wanting to implement, automate, or improve their Zoho CRM and the Zoho ONE builds. I can help you setup your Zoho CRM and Zoho ONE build and integrate with your existing software using tools like Make.com, Zapier, or Zoho Flow <--<--<--- I also offer business operations consulting, which you can explore in my specialized profile by clicking "Management Consulting" on the side panel to the left. Some of the Zoho Software I help you implement and customize: 🤝 Zoho CRM, including: -Workflows (Aka Workflow rules) -Automated email sequences -DELUGE Scripting -Custom function development -Blueprints -Data Migration -And much more! ✉ Zoho Campaigns 💲Zoho Books 📦 Zoho Inventory 📆 Zoho Bookings 🌊 Zoho Flow And more! The Zoho CRM platform is powerful but it can be overwhelming at first. Hiring a consultant for implementation, automation, or customization will give you a shortcut to make sure you are getting the most out of your Zoho CRM or Zoho ONE subscription. ------------------------------------- Some recent client projects: -Building the structure for multiple sales opportunities and deal autocreation for an M+A Firm -Setting up Zoho Campaigns for a Sales Training Agency -Building a process for porting data into Zoho CRM from an only partially integrated application. -Creating a Zoho Analytics dashboard for tracking key milestone in business development work. ------------------------------------- I believe in using the right tool for the job. Here are some of the applications I use and can help your business implement: -Accounting: Zoho Books -CRM: Zoho CRM, Airtable, SmartSuite -Data Visualization: Google Datastudio, Zoho Analytics -E-commerce: Shopify, eBay -Email Marketing: Zoho Campaigns -Help Desk: Freshdesk, Zoho Desk, -Inventory: Zoho Inventory, Airtable, SmartSuite -No-Code and automations: Airtable, SmartSuite -Project Management and Operations: Asana, Airtable, SmartSuite -Spreadsheets: Excel, Google Sheets -Task Management: Todoist ◄What I can do for you► 1. Be your thought partner and to identify problem-areas in your business: 2. Take the lead on solving those business problems, including: 📈 Creating metrics and reporting for measuring your business. 🔎 Identifying problem areas or messy processes that are killing productivity 📋 Developing simple and organized systems that scale 3. Implement the Zoho Suite of products at your organization ◄📈Results📈► All of these services above are interesting, of course, but here are some hard facts of what I've been able to accomplish with my skills: - Led the growth of a $2.2M TTM company to $4.2M in 3 years, with 23% annualized revenue growth and 46% annualized profit growth - Reduced senior management's time in a key department from 15hrs/week to 3hrs/week through systemization and training. - Measured and refined purchasing processes to increase turn time by 25% and increase efficiency of production by 85%. - Built a liquidation process cutting time to run a sale from 20 hours to 2, allowing for steady sales events and reduction of obsolete inventory by 44%, all while growing inventory. - About me: I have 8 years of experience in business management in the B2B e-commerce space. I built my company from the ground up to a multi-million dollar operation running a significant part of my business with Zoho Products. Now it’s an organized, smooth-running machine and I’ve been able to completely step out of business and continue to collect profits. **In the course of building my business I have** - Designed and trained a 5-person product sourcing department - Implemented an entire suite of business management software - Managed an e-commerce site launch - Interviewed, Hired, fired, and promoted numerous employees and contractors -- Let me help you systematize your business and gain freedom from day-to-day operations.

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Skills

  • Microsoft Excel
  • Looker Studio
  • Google Sheets
  • Business Process Automation
  • Zoho Books
  • Zoho CRM
  • Airtable
  • CRM Software
  • Zapier