Zoho CRM Setup and Automation

Project Overview
This project aims to fully configure and automate Zoho CRM to streamline sales processes, enhance lead nurturing, and improve overall efficiency in managing customer relationships. The setup will focus on customizing Zoho CRM features to align with our sales pipeline, automating key sales and marketing workflows, and ensuring seamless integration with existing tools.
Objectives
Review my work: Customize Zoho CRM to reflect our sales process, including pipeline stages, lead scoring, and specific business needs.
Implement Automated Workflows for efficient lead management, nurturing, and task assignment.
Integrate Zoho CRM with 2 other tools and platforms used by the business for a cohesive technology ecosystem.
Train the Team on using Zoho CRM effectively, focusing on new workflows and best practices.
Deliverables
1. Zoho CRM Customization
Review my Configure modules and fields to match our sales process, including custom fields for lead qualification and deal tracking.
Review my Customized deal stages to accurately reflect our sales pipeline.
Review Set up user roles and permissions for different team members.
Customize views and reports for real-time insights into sales activities and performance.
2. Automated Workflows and Rules
Based on the outlined objectives and identified needs, implement the following: ***I have created a list of automations needed and details I just need them implemented.
Lead Management
Lead Nurturing Workflow: Automate engagement from initial interest through to qualification with a series of emails, task assignments, and lead status updates based on interaction.
Sales Process
New Lead Assignment: Automatically assign new leads to sales reps based on predefined criteria (e.g., geography, product interest).
Deal Milestone Notifications: Notify stakeholders about key deal progressions.
Post-Sale Follow-Up: Automate customer check-ins and satisfaction surveys post-sale.
Lead Scoring
I have establish lead scoring rules to prioritize follow-up efforts based on demographic and behavioral data, review them add. I have already created the system I just need you to implement it.
3. Integration Setup
Ensure email integration for tracking correspondence within Zoho CRM.
Integrate Zoho CRM with marketing, accounting, and other operational tools, facilitating data flow and activity tracking across platforms.
Configure web forms for lead capture on the company website, directly feeding into Zoho CRM.
4. Training and Documentation
Provide comprehensive training to the team, covering daily use, reporting, and managing automated workflows.
Create user documentation for reference, including step-by-step guides on common processes and workflows.
Project Timeline
The project is expected to be completed within [insert timeline here, e.g.,10-15 hours], following this general schedule: Each step of the way I will provide all necessary materials.
Hours 1-3: Complete all system customizations and verify settings.
Hours 4-6: Set up and test automated workflows and rules.
Hours 7-8: Implement and test integrations with other tools and platforms. (I understand this could require more time)
Hours 9: Conduct a focused training session for the team.
Hour 10: Review the implementation for accuracy and functionality, making any necessary adjustments.
I have all the details of how I would like everything setup, I need someone to help me implement the setup.
I would like to setup completed in 20-30hrs max as I do have all my rules
Budget $12-15hr.