Migrate our Systems to Zoho One

Completed Posted 4 years ago Paid on delivery
Completed Paid on delivery

We would like you to help us migrate our systems to Zoho One.

Background

We are a small simple business (4 FTES). We sell online and take orders over the phone.

We currently use Zoho CRM for sales. Quickbooks for accounts, Excel for Inventory and Google Sheets for order processing, tracking and management, and Outlook for email. We would like all these systems consolidated into Zoho One.

A key success factor is to have end to end order processing, from first customer contact to final receipt of payment.

Your role is to:

1) Understand our business process and requirements

2) Configure Zoho One to meet requirements

3) Support the migration of data

There are two key deadlines:

The migration needs to be finished 24th August.

We need to test the system and train staff by w/c 19th August.

We need to test the Quickbooks element by 29th July.

I've attached a simple process diagram.

Zoho

Project ID: #20371686

About the project

14 proposals Remote project Active 4 years ago

Awarded to:

fairchance

Dear Sir, Hi I am preferred freelancer on this site which is an evident of great quality work we offer for our respectable clients. I am also Top Zoho One Freelancer. Thank you for providing us this opportunity to More

£750 GBP in 25 days
(69 Reviews)
6.7

14 freelancers are bidding on average £604 for this job

fbs2009

Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations More

£750 GBP in 10 days
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fanninson45

INTRODUCTION I have 4+ years’ experience with Zoho architecture and strategy exhibiting excellent technical skills, and a keen sense of innovation. I am skilled in Zoho Deluge Programming, CRM and Creator with experi More

£300 GBP in 7 days
(6 Reviews)
4.9
Balakabd

Hello, Hope you are fine. Thanks for your invitation. Being a data migration expert and done lots of data migration from QBO to Zoho My self best fit for this project. I'm also QBO and Zoho books Advisor so I know e More

£750 GBP in 10 days
(5 Reviews)
3.7
kastriotthaqig

Hello, my name is Kastriot. I am a ProAdvisor and a Preferred Freelancer. With long time experience (10+ years) with Finance, Accounting and especially with Quickbooks, Zoho, Xero etc. Some of my job experience are wor More

£650 GBP in 7 days
(1 Review)
2.4
Savstac

I have 8 years of experience in managing complex linux architectures and managing cloud infrastructures. I have worked on many complex projects ( Private cloud setup on AWS, Load balancing clusters, Replication system More

£250 GBP in 2 days
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vijaysingh109

Hi, I come up with rich ZOHO CRM experience and have implemented many small, medium and large projects, Please let me know the time works for you, I will send the GTM to invite to keep the discussion on next level. F More

£1000 GBP in 30 days
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tdm404

Currently I am working with zoho one’s competitor so it will be very straight forward process to help you transit in zoho and get all your processes, data & integrations. Please let me know when can we connect for a qu More

£250 GBP in 5 days
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ankur76

Hi, Greetings for the day! Project requirement-Setup Zoho ONE. Project description- Currently you are using quickbooks for accounting, so I need to migrate existing data to zoho books. For inventory management and t More

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aminkundi

Extremely professional Zoho one services and erp systems management. Team of experienced business analysts and zoho developrs.

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zappyworks

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