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Description: |
We are seeking an experienced Zoho CRM specialist to configure and optimise our CRM for a multi-channel sales function. The scope covers the entire sales journey—from initial data categorisation and upload through to successful sale closure. The ideal candidate will have a strong track record of Zoho CRM implementations and must be UK-based.
Scope of Work:
The project will include, but is not limited to, the following tasks:
1. Initial CRM Setup & Data Upload
• Structuring and categorising prospect data
• Uploading initial prospect data into Zoho CRM
• Defining data fields, segmentation, and tagging for efficient lead management
2. Sales Process Design & Automation
• Assist in the designing of a comprehensive sales process flow map, including:
o Lead qualification criteria
o Sales pipeline stages
o Actions, triggers, and follow-ups
o Flags and decision points
• Automating workflow rules and notifications
• Implementing task assignments and reminders for sales teams
3. Multi-Channel Communication Integration
• SMS & WhatsApp API Integration:
o Setting up automated and manual messaging workflows
o Ensuring compliance with relevant regulations
• Outlook Integration:
o Email tracking, synchronisation, and logging
o Calendar and meeting scheduling within Zoho CRM
• VOIP API Integration:
o Connecting VoIP system for call logging and tracking 3CX or 8X8
o Ensuring smooth call-to-lead functionality
4. Reporting & Analytics
• Setting up custom dashboards for key sales metrics
• Defining and implementing automated reporting for:
o Sales performance
o Lead conversion rates
o Communication tracking and response times
• Providing insights and recommendations based on CRM data
5. Training & Documentation
• Training key team members on CRM usage and best practices
• Providing user guides and process documentation
Requirements:
• Proven experience in Zoho CRM implementation & customisation
• Demonstrable portfolio of past Zoho CRM projects (must provide examples)
• Experience with multi-channel integrations (SMS, WhatsApp, Outlook, VOIP APIs)
• Strong understanding of sales process design and automation
• UK-based freelancer
Next Steps: Interested applicants should submit:
1. A brief overview of their experience with Zoho CRM
2. Examples of previous Zoho CRM implementations
3. Availability to discus the project |
