Migrate our Systems to Zoho One
Project details
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.
Skills: Zoho
Awarded to:
Shehbaz H.
(5.0)
Project budget: £750 GBP
budget limits: £250-750 GBP
number of bids: 14
average bids: £604
Awarded to:
Shehbaz H.
(5.0)
Project budget: £750 GBP
budget limits: £250-750 GBP
number of bids: 14
average bids: £604
Project details
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.
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.
Skills: Zoho
skills of Shehbaz H.
| skill ? | level ? | projects ? | ||
|---|---|---|---|---|
| Kajabi |
|
15 | ||
| Zoho Creator |
|
30 | ||
| Zoho |
|
148 | ||
| CRM |
|
119 | ||
| Zoho CRM |
|
15 | ||
| Salesforce.com |
|
15 | ||
| Salesforce Marketing Cloud |
|
1 | ||
| Salesforce CPQ |
|
1 | ||
| Salesforce Commerce Cloud |
|
1 | ||
| Scripting |
|
15 | ||
| Xero |
|
15 | ||
| XHTML |
|
1 | ||
| Salesforce Lightning |
|
1 | ||
| Salesforce App Development |
|
1 | ||
| Social Media Marketing |
|
15 | ||
| Software Development |
|
1 | ||
| Perl |
|
15 | ||
| HTML |
|
30 | ||
| Excel |
|
15 | ||
| Software Architecture |
|
30 | ||
| PHP |
|
59 | ||
| HTML5 |
|
1 | ||
| Facebook Marketing |
|
15 | ||
| Instagram Marketing |
|
1 | ||
| Social Video Marketing |
|
1 | ||
| Twitter Marketing |
|
1 | ||
| Viral Marketing |
|
1 | ||
| Social Sales |
|
1 | ||
| Marketing |
|
1 | ||
Some Shehbaz H. projects
| Project Title | Skills required in the project |
|---|---|
| Zoho Setup Stage 1 | CRM PHP Salesforce.com Software Architecture Zoho |
| Zoho Setup Stage 1 | CRM PHP Salesforce.com Software Architecture Zoho |
| ZOHO CRM Setup and Customized Workflows | Zoho |
| Migrate our Systems to Zoho One | Zoho |
| Optimizar implantación zoho crm | CRM HTML PHP Website Design Zoho |
| automated E-Mails to suppliers out of Zoho CRM deal | CRM Zoho |
| Zoho Reporting Dashboard — 2 | CRM PHP Zoho |
| Zoho Reporting Dashboard — 2 | CRM PHP Software Architecture Zoho |
| Integration between Zoho Creator and Zoho Inventory | Zoho |
| Zoho CRM & Telematics | CRM PHP Salesforce.com Software Architecture Zoho |
| Zoho Creator From Revisions | C# Programming MySQL Software Architecture Software Development Software Testing Zoho |
| Zoho creator / Booking App Development | App Developer CRM Software Architecture Software Development Zoho Creator |
| Zoho CRM work | CRM PHP vTiger Zoho |
| Zoho Crm / ZohoSales IQ optimisation workflowv | CRM PHP Salesforce.com Software Architecture Zoho |
| Integration of MailChimp to Zoho | Mailchimp Social Media Marketing Zoho |
| Zoho CRM Custom Deluge Function | CRM Perl PHP Software Architecture Zoho |
| Recruiting Zoho One outsourcing developer | PHP Zoho Zoho Creator Zoho CRM |
| Zoho Analytics report | CRM Excel Kajabi Xero Zoho |
| Zoho CRM bits and pieces | CRM Zoho |
| Upgrade Zoho Creator from v1 to v2 | CRM Software Architecture Zoho Zoho Creator |
| Zoho CRM and Zoho sales IQ integration | CRM PHP Zoho |
| Zoho CRM & Zoho SalesIQ | CRM Zoho |
| Zoho CRM — Show mass mailing number of opening in contact page | CRM HTML PHP Salesforce.com Zoho |
| Modify a ZOHO CRM Inventory Template | CRM HTML Zoho |
| Zoho customizing | Scripting Zoho |
| Social Media Integration | Facebook Marketing Social Media Marketing |
