Zoho Crm Jobs

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Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
We are looking for a reliable and experienced Zoho developer that can assist with a migration project from Salesforce with approx 100k records. Most of our initial setup is complete but we need help with additional customization/setup that includes: - assist with data migration - create custom functions/workflows (CRM) - create custom reports (CRM + Campaigns) - Assist with workflow setup for drip campaigns (Campaigns) - Custom Dashboard design (CRM) - Integration/Optimize Sales IQ module - Ongoing Admin support The right candidate will be able to continue working with us for ongoing work as needed for CRM and Campaigns. Thanks and good luck!
Skills: Zoho CRM
Hourly - Expert ($$$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
Hi Upworkers, I'm looking to hire a virtual assistant with technical expertise who can help me out with various projects I undertake on a semi-regular basis. Examples include: Configuring SaaS solutions (e.g. Salesforce, Zoho) Online research for sales and marketing purposes Updating WordPress websites, plugins and themes Image and video editing, including tweaking design documents Data entry I anticipate that your workload would start off with a few hours per month, and increase as we get accustomed working with each other. I have a computer set up for you to use for confidential client information, which you'll need to be able to connect to via TeamViewer or another remote desktop solution. For other non-confidential tasks, I'd be happy for you to use your own resources. Looking forward to hearing your responses. Best, James
Skills: Zoho CRM Adobe Illustrator Data Entry Research
Fixed-Price - Expert ($$$) - Est. Budget: $1,000 - Posted
We are starting with Zoho CRM and require it to be customised and built to match our business requirements. Full details supplied to shortlist.
Skills: Zoho CRM
Fixed-Price - Entry Level ($) - Est. Budget: $5 - Posted
Dear Upworkers, we need to enter invoice and payment data into our zoho books account for approx. 300-500 invoices. Therefore, we look for someone taking over the data entry. You will obtain collection of scanned invoices and payment documents (e. g. payment slips). These invoices, document as well as the contained information will need to be entered into our zoho books system. This task is basically constituted of two sub-tasks: (1) Entry of invoice data - Select or enter (if not already available in the system) the supplier - Enter the invoice number - Enter the invoice date - Enter the invoice due date (if applicable) - Enter the invoice items incl. the categorization of the expenses in the available categories The tax amounts - Upload the invoice pdf - Attribute and upload any related documents to the invoice (e. g. payment slips, payment reminders, etc.) (2) Entry of payment data (if available) - Entry of the payment amounts (possible in payment installments) - Entry of payment date - Entry of payment method (credit card, t/t, etc.) - Entry of payment account (Bank names, etc.) - Entry of payment reference if available (on the payment slips. IMPORTANT: We are a Hong Kong Company and some of the documents are in Chinese. It would thus be of help if you can read Chinese. We would appreciate a fee per data entry (e. g. USD per invoice) as we do not know the exact amount of invoices. The project shall start in June. Best, Fabian
Skills: Zoho CRM Accounting Chinese
Fixed-Price - Intermediate ($$) - Est. Budget: $500 - Posted
Looking for experienced CRM person skilled in CRM systems and with a deep understanding of process and workflow to advise us on best use of Zoho CRM for our business.ZOHO/ CRM. We have an online business and offer products to the marketplace for career development. Our work is bogged down in email. We can not keep track of contacts, communications, tasks and follow up and web inquiries.Templates for email and for common replies to questions. An integrated system to cover all elements of email capture, contact capture , follow up and funnel management. We are looking to you as the CRM expert for advise and guidance on how best to use and implement a complete solution for our business. We think ZOHO may be the right system. WE NEED an experienced eye to look at the processes and workflow of our business and then implement Zoho CRM to meet our needs. You will experienced in process, workflow and CRM and be able to recommend a structure and a way forward to us and then implement the solution. This is a small user base of 2 users. Contacts imported from Gmail/CSV/LInkedin need to be tagged and categorised.
Skills: Zoho CRM Business Analysis CRM Email Marketing
Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
Title speaks for itself, we are looking for a skilled and experienced Administrative Assistant. She must be fully familiar with the remote workstyle, responsive and knows to keep cool under pressure. - SKILLS & RESPONSIBILITIES 1. DropBox file management in a simple but organized manner. 2. Data cleansing and creating CSV file for Zoho CRM 3. Google Drive folder and file management 4. Basecamp3 familiarity 5. Inventory management software 6. Accounting software, XERO 7. E-mail and call handling - EDUCATION & EXPERIENCE 1. Graduate in business discipline 2. 3 years of remote working experience 3. Excellent at listening and taking minutes 4. Collaborative, punctual and responsive. Must be around during PDT morning and if possible also in the evening 5. Eager to learn and adapt 6. Diplomatic and knows to jiggle while managing 2/3 owners - ADDITIONAL NOTES 1. This position s on-demand and steadily workload expected to increase for the right contractor 2. Perfect English and stable internet bandwidth 3. Team-player and humorous Please quote ‘She Wolf’ at the end of your application to become eligible for this post.
Skills: Zoho CRM Administrative Support Data mining Office Administration
Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
We are currently looking for a Zoho CRM specialist developer to come and join us for technical support. We have recently purchased alot of licenses for our business and now need the required support.
Skills: Zoho CRM CRM Data Entry Microsoft Excel
Hourly - Entry Level ($) - Est. Time: 3 to 6 months, 10-30 hrs/week - Posted
Our company offers Vertical Blinds and Sliding Screen Doors to the property management / multi family housing / apartment industries. We are looking to hire three energetic individuals who can sell over the telephone. Get your closing shoes on. Bonus program for confirmed & approved appointments that are completed. Hours are Monday to Friday 9:00 AM to 1:00 PM PST.
Skills: Zoho CRM Appointment Setting Email Handling mailchimp
Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
We need someone with experience with ZoHo CRM to: 1) enter data about the NYC Real Estate Brokerage - enter listings as they appear from alerts on multiple websites, data reports and similar source and 2) then enter basic information from the properties using NYC property information system and other similar sources. 3) "Scrub data" on a weekly basis to remove duplicates, merge files, etc. Preferred experience: - CRM experience. Specifically using ZoHo CRM - real estate terminology - NYC real estate brokerage market and property management -
Skills: Zoho CRM Data Entry Real Estate IDX