You will get the basic implementation of Zoho CRM and Zoho Campaigns in one week.
Rising Talent
Project details
Ready to launch your business automation journey on the right track? Let Zoho CRM handle your leads and Zoho Campaigns take care of your email marketing. This service package is specifically designed for new businesses, ensuring you start your automation journey without significant investments. You will receive a fully operational, ready-to-use Zoho CRM integrated with Zoho Campaigns. What is included?
ZOHO CRM
— Organization Set Up
— Domain mapping, SPD/DKIM records, business hours, users, standard user profiles and roles, and organization-level email authentication
— Leads Module Customization
— Custom fields, layouts, and views to incorporate your leads data structure.
— Contacts / Accounts Modules Customization
— Custom fields, layouts, and conversion mapping
— Deals Module Customization
— Custom fields, layouts, conversion mapping, one pipeline for the Deals module
— Data Import
— Zoho CRM Web Forms
— Remote Training (three hours of remote training in Zoho Meeting or Zoom)
ZOHO CAMPAIGNS
— Organization Set Up
— Domain mapping, and email deliverability
— Contact Fields Customization
— Integration with Zoho CRM
— Website Subscription Form
ZOHO CRM
— Organization Set Up
— Domain mapping, SPD/DKIM records, business hours, users, standard user profiles and roles, and organization-level email authentication
— Leads Module Customization
— Custom fields, layouts, and views to incorporate your leads data structure.
— Contacts / Accounts Modules Customization
— Custom fields, layouts, and conversion mapping
— Deals Module Customization
— Custom fields, layouts, conversion mapping, one pipeline for the Deals module
— Data Import
— Zoho CRM Web Forms
— Remote Training (three hours of remote training in Zoho Meeting or Zoom)
ZOHO CAMPAIGNS
— Organization Set Up
— Domain mapping, and email deliverability
— Contact Fields Customization
— Integration with Zoho CRM
— Website Subscription Form
Project Type
Project Management, Customer Support, OtherWhat's included $2,000
These options are included with the project scope.
$2,000
- Delivery Time 7 days
- Number of Revisions 2
4 reviews
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DC
Dane C.
Dec 26, 2022
Need help with Zoho customization!
PS
Paul S.
Oct 14, 2022
Zoho CRM Training and Fixes
Knowledgeable. and helpful guy, would recommended.
SS
Sam S.
Aug 16, 2020
Web Developer/Designer add swag to a Wordpress website to capture email addresses
Super conscientious and detail oriented! Worked quickly and efficiently. Totally recommend!
SS
Shane S.
Jul 23, 2020
Zoho Expert
Thanks to Dmitry - He delivered way beyond my expectations. I will definitely be working on other projects with Dmitry - He's so dedicated and attentive to detail. His commitment to my project was exceptional.
About Dmitry
Zoho Advanced Partner, System Architect
Bannockburn, United States - 3:15 am local time
Certified Zoho CRM Administrator, certificate ID: WqFGC0PtxV
Certified Zoho Inventory Professional, certificate ID: FvNkCxAIKc
Certified Zoho Social Associate, certificate ID: cD7K7EAMMe
Zoho Flow Certified Associate
Zoho Assist Certified Associate
Zoho Billing Certified Professional
Zoho Sign Certified Associate
An accomplished Advanced Zoho Partner in Greater Chicago with a demonstrated history of successful implementations. My clientele comprises a variety of businesses ranging from SMB to SME across multiple industries.
I do not market my business extensively here at UpWork; it's not my primary lead source. Most of my customers are B2B, coming through networking, the local Chamber of Commerce, Zoho Partner profile, and other professional channels. However, UpWork is an excellent platform for increasing exposure and making valuable business connections worldwide.
Steps for completing your project
After purchasing the project, send requirements so Dmitry can start the project.
Delivery time starts when Dmitry receives requirements from you.
Dmitry works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery Phase
In the series of meetings, we will define the requirements and metadata format to be implemented with Zoho CRM and Zoho Campaigns. Typically it takes one or two sessions.
Implementation Phase
After gathering the requirements, I will perform the implementation. During the implementation phase, we will have some iterative calls and checks.