You will get a ready-to-use, fully set up Zoho CRM
Project details
A lot of CRM admins lack experience in both CRM dev/customization AND sales processes. This tends to be because IT jobs usually attract introverts and tech nerds, while sales jobs attract extroverts and hustlers. The outcome of this juxtaposition of personalities and skills tends to be 1) sales reps who are frustrated with a system that should *theoretically* work, but doesn't in practice, and 2) admins spending way too much time learning your sales cycle, gathering feedback, troubleshooting, and making changes.
Hi! I'm Taylor. I'm a tech nerd AND a hustler. With 5 years of experience with Zoho, as a user and an admin, and a background in sales, I'd love to help you get your Zoho CRM up and running efficiently - for you, your sales team, and your business.
Here's how I can help:
- Setup of Company Details, Settings, Users, and Roles
- Setup of Channels & SalesSignals
- Data Migration/Import
- Field & Module Creation & Customization
- Campaign & Template Creation
- Workflows & Integrations
I can't promise to fix ALL of your problems - but I can certainly make your life easier.
Check out the attached .pdf for a complete description of what's included in each package!
Hi! I'm Taylor. I'm a tech nerd AND a hustler. With 5 years of experience with Zoho, as a user and an admin, and a background in sales, I'd love to help you get your Zoho CRM up and running efficiently - for you, your sales team, and your business.
Here's how I can help:
- Setup of Company Details, Settings, Users, and Roles
- Setup of Channels & SalesSignals
- Data Migration/Import
- Field & Module Creation & Customization
- Campaign & Template Creation
- Workflows & Integrations
I can't promise to fix ALL of your problems - but I can certainly make your life easier.
Check out the attached .pdf for a complete description of what's included in each package!
Support & IT Services
CRM Customization & Development, ConsultationCloud Platforms
SaaSWhat's included
| Service Tiers |
Starter
$1,000
|
Standard
$2,500
|
Advanced
$5,000
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 30 days |
Number of Revisions | 1 | 2 | 3 |
Remote Connection Support | |||
Documentation | - | - | - |
Optional add-ons
You can add these on the next page.
Zoho SalesIQ Setup & Integration
+$200
5 reviews
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This project doesn't have any reviews.
BB
Barbara B.
Aug 7, 2024
Zoho Creator Registration form
The contract was made with Taylor but the work was started by her husband Will - they were not able to do the project as promised because they had a sick child, I am very empathetic but needed to move on to another freelancer to get my project across the finish line. Wishing Taylor and Will all the best, they seem like very nice people.
MD
Mark D.
Dec 19, 2023
Zoho Enhancements: Phase 1
BR
Bri R.
Jul 26, 2023
Zoho One Configuration for Business
Sadly, we had to end our contract with Taylor early. We felt she was unprepared for meetings and not confident in answering our questions about Zoho. Knowing that our team would have a lot of questions and require patience, we didn't feel comfortable having Taylor carry out the training.
SC
Scott C.
Jul 29, 2022
Zoho buildout needed
GB
Glenn B.
May 19, 2022
Zoho Setup and Migration
Feedback was already provided but in short, Taylor is amazing. We switched her contract to an ongoing hourly contract so we could continue working with her after the scope of this job was finished.
About Taylor
Zoho CRM Administrator & Developer
Springfield, United States - 2:53 pm local time
My name's Taylor and I want to help get your business running smoothly and efficiently, allowing for maximum productivity and growth! I've helped clients successfully migrate to and implement Zoho One applications like Campaigns, Connect, Desk, Projects, SalesIQ, Social, Vault, Sign, People, Books, Forms, Invoice, Subscriptions, Flow, Sites, WorkDrive, Bookings, and especially CRM!
With 10 years working in sales departments, 5 years working with startups, 5 years as a Zoho user, 3 years of Zoho Admin experience, and 4 years setting up SaaS workflows and automations, here's how I can help:
- Zoho Consultations
- Data Migration
- Setup & Implementation of Zoho Applications
- Integration between Zoho Applications
- CRM Setup, Customization, and Implementation Plans
- Staff Application Training
- Email Campaign Setup and Implementation
- Application Process Creation & Documentation
- Client & Project Management System Creation
- Organization & Optimization
- Zoho Sites Website Setup & Maintenance
- Workflow & Forms Creation
- Blueprint Creation
- Canvas Design in CRM
- CRM Field & Module Creation
- Ticket & Client Support Systems
- Sales & Marketing Support
Have a need for more services that you don’t see listed above? Don’t worry, I’ve got more tricks up my sleeve.
Shoot me a message if you have any questions or concerns and I'm happy to help in any way that I can. I look forward to helping you grow your business!
Steps for completing your project
After purchasing the project, send requirements so Taylor can start the project.
Delivery time starts when Taylor receives requirements from you.
Taylor works on your project following the steps below.
Revisions may occur after the delivery date.
Meet with Taylor
If necessary, we will "meet" virtually to discuss the project. This is to help give me an idea of 1) what your business is, 2) what your sales process looks like, 3) what your expectations are, and 4) any extra requirements there may be.
Basic Setup of CRM