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Job Description: Zoho CRM Developer for Custom Lead Management & Portal System

We are seeking an experienced Zoho CRM Developer to build and customize a lead management and portal system. The project will involve configuring Zoho CRM for lead management, setting up portals for agents to access leads, integrating ticketing for claims and feedback, automating billing through Zoho Books, creating custom reports in Zoho Analytics, and potentially building a custom agent portal using Zoho Creator.

Project Overview: The objective is to create an efficient lead management system where multiple agents can work on leads, with specific visibility controls. Agents will use Zoho CRM portals or a custom-built portal to access and manage their leads, while internal staff will oversee the entire process.

Project Tasks and Requirements:

1. Zoho CRM Setup: Lead Management and Assignment

Task: Set up lead management in Zoho CRM, where leads are assigned to multiple agents based on criteria such as postal codes and agent preferences.

Logic: Leads must be assigned to more than one agent (double assignment), with visibility restrictions so that agents cannot see leads assigned to others, but internal staff can.

Deliverables:

Custom workflows for lead assignment and lead status updates (e.g., "sold," "in progress," "claimed").

Lead scoring automation.

Visibility controls for agents and employees.




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2. Zoho CRM Portals for Agents

Task: Set up Zoho CRM Portals for 200 agents, allowing them to log in, access their assigned leads, and submit feedback.

Logic: Agents should only be able to view their own leads, while actions like contacting leads and providing feedback must be tracked and updated in the CRM.

Deliverables:

Zoho CRM portal configuration.

Role-based access setup for agents.

Action tracking for lead management (e.g., feedback submission, contact logs).




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3. Zoho Desk: Ticket Management for Claims and Feedback

Task: Configure Zoho Desk to handle claims and feedback from agents about leads. Internal staff must resolve claims within 48 hours, and unresolved claims should trigger alerts.

Logic: The system must track ticket status and agent actions, with alerts for unresolved tickets.

Deliverables:

Zoho Desk setup with workflows for ticket creation and resolution timelines.

Automation for escalations and reminders for unresolved tickets.

Reporting setup for ticket resolution performance.




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4. Zoho Books: Automated Billing for Lead Assignments

Task: Automate the billing process for lead assignments and create manual invoices for commissions using Zoho Books.

Logic: Invoices should automatically be generated when leads are assigned, and commission payments should be tracked manually.

Deliverables:

Setup for recurring invoices based on lead assignments.

Manual invoice creation for commissions.

Payment reminders and follow-up automation.




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5. Zoho Analytics: Custom Reports and Dashboards

Task: Set up custom reports and dashboards in Zoho Analytics to track lead performance, agent activity, and sales conversions.

Logic: KPIs like lead response times, agent performance, and revenue should be tracked.

Deliverables:

Custom reports and dashboards for lead performance and agent activity.

Automated reporting to be sent to management and agents.

Integration with Zoho CRM to pull lead and sales data.




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6. Zoho Creator: Custom Agent Portals (Optional)

Task: Build a custom agent portal using Zoho Creator if the standard Zoho CRM Portals do not provide enough flexibility. This portal will allow agents to log in, access leads, manage lead statuses, and submit feedback.

Logic: The custom portal must provide more control over the user interface and allow for advanced features like lead tracking and progress monitoring.

Deliverables:

Custom portal development using Zoho Creator.

User interfaces for agents to manage leads and submit feedback.

Full integration with Zoho CRM for lead management.




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Required Skills:

Proven experience with Zoho CRM, including workflows, Blueprints, and lead management.

Experience in setting up and customizing Zoho CRM Portals.

Proficiency in Zoho Desk for ticket management and workflow automation.

Knowledge of Zoho Books for automated invoicing and manual billing.

Strong experience in Zoho Analytics for building custom reports and dashboards.

(Optional) Experience in Zoho Creator for developing custom portals.


How to Apply:

Provide examples of previous Zoho CRM or Zoho Creator projects you’ve completed.

Detail your availability and estimated timeline to complete the tasks.

Please provide your hourly rate or a project-based fee.



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This project is ideal for a developer experienced in Zoho applications, who can handle both standard implementations and customizations. The overall goal is to create a streamlined system for lead management, agent portals, and billing that supports efficient business operations.