I am a Zoho CRM Developer and Consultant having vast and good hands-on experience in working across multiple projects and organizations. I have worked on projects based on Zoho CRM and Zoho Creator. Creating custom functions using Deluge, API integrations and workflow automation is also one of my specialties.
Apart from that, I have the skill set required to implement a sales playbook within CRM and make other customizations within the CRM making it highly productive and an easy to use UI. Having prior experience in creating automation, forms and buttons for different organizations practically helps me understand the scope of the project much faster.
One of the recent similar projects I did was for a clinical website in Canada -:
- Customized leads and deals module in Zoho CRM and added fields and buttons as per requirement.
- Created custom forms to capture leads
- Performed a complete audit of the existing CRM system to recommend where leads are not getting properly followed up by the sales team
- Set up workflows and automation to create follow up tasks based on the type of lead
- Set up dashboards for complete visibility into the sales pipeline
- Alerts using custom functions if certain criteria not met e.g. if a lead is not contacted in the first 48 hours after sign up
- Synced emails for a sales rep with Zoho
- Automated invoice generation from sales