I am a certified Zoho Developer with a proven track record of building over 100+ successful products from using Zoho and its suite of products. With seven years of experience.
My expertise extends:
- Zoho CRM
- Zoho Creator
- Zoho Books,
- Zoho People
- Zoho Analytics
- Zoho Bigin
- Zoho Flow
- Zoho Mail
- Zoho Voice
- Zoho Subscription etc., with Customisation, Automation, Custom Workflow creation, API development, 3rd party integrations (Third Party Integration such as Mailchimp, hubspot, Shopify, LinkedIn etc.,), Expert in Deluge Script, CRM Canvas Creation etc.,
I have streamlined business transactions by effectively managing extensive client data, resulting in quick and efficient custom functions & workflows.
My areas of specialization include:
Zoho CRM + Zoho Sign + Zoho Books:
🖥 Lead Automation
🖥 Creation of Sales funnel in CRM
🖥 Proven experience in customising the CRM for Automation, approval, workflows etc.
🖥 Developed and implemented 20,000+ workflows and customised functions.
🖥 Third party integrations
🖥 Lead generation using Zoho Forms etc.,
Zoho Creator + Zoho Books (All applications built from scratch):
🖥 Payroll management
🖥 Asset management (Zoho Creator +Zoho Books)
🖥 Online ordering systems (Zoho Creator + Zoho Books)
🖥 School management: Student and Teachers Management
🖥 Grocery store application
Developed fully functional Creator products with comprehensive features for an exceptional customer experience.
In Zoho Mail:
🖥 Domain purchasing and configuration with Zoho mail, including TXT and MX record setup
🖥 Setting up e-mail routing systems for multiple domains
🖥 Configuring mail insights to track sent, opened, and read emails
🖥 Recording all sent/received emails (Gmail/Zoho mail) in Zoho CRM under relevant leads for seamless tracking.
In Zoho Voice:
🖥 Integrating Zoho CRM with voice calling functionality
🖥 Initiating and recording calls through Zoho CRM
🖥 Configuring CRM to store call records under respective leads and contacts
🖥 Setting up follow-up reminders in Zoho CRM based on call notes.
In addition to my previous expertise, I also bring proficiency in the following areas:
⚡︎Deluge Script and Custom Functions:
- I am well-versed in Deluge scripting and can develop custom functions to automate processes and enhance functionality within Zoho applications.
⚡︎Custom Workflow Automation and Approval:
- I have extensive experience in setting up automated workflows and approval processes to streamline operations and improve efficiency within Zoho applications.
- I can assist with setting up and managing Zoho Subscription, enabling seamless subscription management and recurring billing for your business.
- I am skilled in creating custom forms using Zoho Forms, allowing you to gather and manage data efficiently with automated workflows.
⚡︎Migration from Salesforce to Zoho CRM:
- If you are considering transitioning from Salesforce to Zoho CRM, I can facilitate a smooth migration process, ensuring data integrity and minimal disruption to your business operations.
⚡︎Zoho Architecture and Flow Diagram:
- I possess a deep understanding of Zoho's architecture and can design comprehensive data flow diagrams to optimize system performance and ensure data integrity.
- I specialise in tailoring Zoho applications to your specific business needs through customisation, ensuring that the software aligns perfectly with your processes and requirements.
- I can assist in organising and Migration/clean up your existing data within Zoho applications, ensuring accuracy and consistency for better data-driven decision-making.
⚡︎Initial Zoho CRM Setup:
- I can help you with the initial setup of Zoho CRM, configuring modules, fields, and permissions according to your business requirements.
⚡︎Business Analysis and Customisation into Zoho:
- Utilizing my expertise in business analysis and data modeling, I can assist in translating your business requirements into a comprehensive Zoho solution that meets your objectives.
⚡︎Zoho Campaign, Quote, Invoice, Sales Order, and Purchase Order:
- I am proficient in setting up and managing various Zoho applications such as Zoho Campaign, Quote, Invoice, Sales Order, and Purchase Order, enabling seamless sales and marketing operations.
⚡︎Advanced Zoho Reports in CRM: I can create advanced reports and analytics within Zoho applications to provide valuable insights into your business performance and aid in decision-making.
⚡︎Sales Funnel Flow Design: I specialize in designing effective sales funnel flows within Zoho CRM, optimizing lead conversion rates and maximizing sales opportunities.
I invite you to have a discussion with me to assess your company's requirements and explore how our skills and knowledge can deliver a robust and effective solution. Let's collaborate to drive your business forward.
Customer Relationship Management