Any
1000
40
Jul 12, 2023
We have full requirements that will be discussed during the interview
Establish a Zoho CRM account
-Develop profiles for salespeople and an admin, ensuring to grant them suitable
-Incorporate custom fields in CRM modules for inventory-related details such as car titles, pictures/videos, features, and descriptions.
-Embed fields to manage pricing and payment options, incorporating an on/off feature, along with bi-weekly payment alternatives.
-Add fields for expenses
-Warranty and Insurance Management add fields to manage warranty and insurance information.
Layout and Field Customization
-Modify CRM modules (e.g. Contacts, Leads, Deals) to accommodate the necessary data fields.
-Enable lead importation from platforms like
Workflow Rules
-Implement workflow rules to automate tasks, including sending follow-up
-Adjust salespersons' calendars in the CRM for efficient scheduling and tracking of appointments.
-Enable task creation and set reminders for different stages of the sales process.
Marketing Automation
-Connect Zoho CRM with marketing automation tools for effective management and monitoring of
-Establish lead scoring models to identify and prioritize high-quality leads.
-Deploy chatbots to engage with leads on platforms such as Kijiji,
-Integrate VOIP service to dispatch log inbound and outbound
This will be a fixed price job and all requirements will be discussed prior to working