Portfolio

Zoho CRM Setup for a Real Estate Office Zoho CRM Setup for a Real Estate Office
1.Zoho CRM Setup.
2.Import Leads from Excel Sheet and Outlook Contacts.
3.Zoho CRM Modules modifications and customization.
4.Zoho CRM Workflow Rules, Auto Reponses Rule, Time Based Actions for assigning tasks to Sales Rep, Time Based Actions for Email Drip Campaign.
5.Zoho Mail Add-on.
6.Zoho CRM user grouping and permission settings.
Show Zoho CRM Contacts / Leads Information on Google Maps Fetch Zoho CRM contacts information and show them on a google map by using Zoho CRM API, Google Maps API, and PHP Programming.Main features:
1. Click and show the contact detail information in Zoho CRM accounts module.
2. Click and show the contact detail information in a pop up window.
3. Get direction from Point A -> B including Public Transportation information.
4. Show different color for different underground railway lines.
5. And much more.

Video Demo: Click Here
Zoho CRM 25 users, Google App, 5 websites web-to-leads forms, 125 email addresses Zoho CRM 25 users, Google App, 5 websites web-to-leads forms, 125 email addresses
Help business owner (confidential) to create Zoho CRM account from ground zero, total 25 users, enterprise plan, Zoho mail, Google App integration, 5 websites' web-to-leads forms, 125 email addresses, website programming, about 120 new leads per day. Programming including PHP, My SQL, Javascript. Created a global lead-to-agent function so can assign new leads to agents in sequential order (the leads can come from different websites).
Consulting and Implementing Zoho CRM for a Fast Growing Company in USA Consulting and implementing Zoho CRM for a fast growing company in USA
The company orders come from Costco, Home Depot, Online Shopping, Phone Calls, Emails, Walk-in... Zoho CRM becomes the best tool for managing all sorts of data for the business; all the CRM modules have been used: Leads, Contacts, Accounts, Potentials, Campaigns, Sales Orders, Purchase Orders, Reports, Events, Tasks, Emails, User Roles and Permissions, Data Sharing, Workflow rules…
Consulting and Implementing Zoho CRM for a Fast Growing Company in USA Consulting and implementing Zoho CRM for a leading USA education systems provider
Most important parts in this projects are: setup complex workflow rules for assigning Leads to 10 Sales Reps based on locations and product types; build tight relationships between Campaigns and Leads/Accounts/Contacts modules; generate various reports and dashboards for tracking the business and sales reps’ performance…
Consulting and Implementing Zoho CRM for a Fast Growing Company in USA Integrating Zoho CRM with a data-driven website which helps people to get in touch with the world's most experienced and professional experts in any industry
The website membership functions allow Experts and Buyers to register as members, all the data will be saved in Zoho CRM from the website by using PHP and Zoho CRM API functions, all the Zoho CRM modules have been used: Leads, Accounts, Contacts, Opportunities, Campaigns, Sales Orders, Purchase Orders, Reports, Events, Tasks, Workflow Rules…, and also synchronize Zoho CRM leads with Constant Contacts for email marketing purpose…
QuoteWerks and Zoho CRM Synchronization QuoteWerks and Zoho CRM Synchronization, Synchronize QuoteWerks Contacts and Quote to Zoho CRM Contacts and Potentials.
Use C#, Zoho CRM API. Desktop application.

Video Demo: Click Here
Import Leads from Email to Zoho CRM Leads Module Import Leads from Email to Zoho CRM Leads Module
Import Leads from Email Account and Save to Zoho CRM Leads Module by using C#, Zoho CRM API. That can avoid manually copy and paste email leads to Zoho CRM leads form.

Video Demo: Click Here

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