Customization of ZOHO CRM

Closed Posted Nov 12, 2014 Paid on delivery
Closed Paid on delivery

Hi we, need to customuze our CRM solution

We are using ZOHO CRM. We need expert in this field to help us with issues we can't hanlde.

Some issues we want to fix now:

What is best way to SET UP PIPILINE?

What is idea you can suggest we can implement?

automation

chat

sales iq

Is there progressive profiling like in salce force (to shof forms only whic are not fill in second or third step)?

[url removed, login to view]

2.

ZOHO CHAT:

Redesign chat widget (provjeriri i po potrebi pronaci developera)

We are online/offline massage (automatic) - If we are offline to send automatic massage to mail (autoresponder)

Zoho chat Trigers:

Welcome mail - 1st time visitor – after 3 minutes -

Engage customers during the decision making stage (pricing page & assesment page)

- Flag customers and hit our sales team if they longer than 3 min

Potentials - Flag customers and hit our sales team

3 time visitor to flag sales team

Automation

301 redirect - [url removed, login to view]

When person is potential & closed/won – to send her automatic welcome mail – after 1 day - Technical explanation mail with contacts (billing, guests, it etc)

after 3 days (or same like welcome mail)- for newsletter (*mail with sign up info directly from mail ) + social profile engagement

3. SALES IQ –

alert our sales rep when potential is online on web site

If somebody fill up second form the form assessment – to automatically highlight status of lead to + merge to forms together

first form: [url removed, login to view]

second form: [url removed, login to view]

Lead reengagement

Visitor fill 1st form and its lead that is not filled second form - and nothing hapend in 2 days to send automatic mail from Daniela

same Visitor 10 days send email to send automatic

same Vistor 20 days

same mail on [url removed, login to view]

WEB SITE connection:

- WP Optimonster exit intent pages – only we are picking mail – to ZOHO Lead

- WP Optimonster exit intent blog – only we are picking mail – to ZOHO nesletters

- WP Optimonster side bar blog - only we are picking mail – to ZOHO nesletters

*web plugin: [url removed, login to view]

optimimonster integrate web form inside blog+ conection to ZOHO campagins

- WP Appsumo Listbuilder - only we are picking mail – to ZOHO nesletters

- WP Appsumo scrollbox - only we are picking mail – to ZOHO nesletters

- 2 x WP Contact form – to ZOHO leads

[url removed, login to view]

[url removed, login to view]

ZOHO NEWSLETTER

- Contact from newsletters - visit 3 times web page

AUTOMATIC INFORMATION CHANGE

After potential is won/closed - automatically to move in contact and mark as paying client

Zoho

Project ID: #6723069

About the project

2 proposals Remote project Active Dec 19, 2014

2 freelancers are bidding on average €683 for this job

hioctane59

Hi I ve been working on zoho since last 3 years and I m expert in Zoho CRM, Chat, SalesIQ as well as automation. Add me to skype at usmanghani591 Usman

€1111 EUR in 3 days
(3 Reviews)
3.6
goelunique29

I am senior developer having more over 4+ years of experienced , extensive knowledge of working with Socialengine PHP5 , CMS(Wordpress,Joomla, Os-commerce , Magento) , MVC (Zend , CI ,Yii)Expressionengine,Moodle ,Java, More

€254 EUR in 5 days
(0 Reviews)
0.0