We are a management consulting firm looking to bring in a Zoho CRM/sales automation expert to help optimize a sales pipeline for one of our clients. It is a smaller firm with no designated sales people. The CEO is the primary user of Zoho, and needs a solution that is intuitive and easy. Specifically we need help with:
- Integrating the CRM with Outlook.
- Help setting up rules for automation and reminders
- Dashboard configuration and general best practice usage tips
- Managing the flows from various lead generators and getting website contacts into Zoho would be helpful as well.
We expect this project will take up around 10-20 hours:
~ 4 hours of due diligence, information collecting and interviews
~ 6 hours of configuring dashboard, configuring integrations, building alerts and triggers
~ 3 hours of review and training
As an experienced CRM specialist with multiple deployments under your belt, you will have a better idea of timing, and we are open to your suggestions.
We will oversee the bridge in the relationship but plan on having you interact directly with the client. If at all possible, we would prefer someone located within the United States.