I am looking to hire a Zoho CRM expert to help configure my newly set up Zoho CRM, optimize it for best practices, and import & organize my existing data efficiently.
Key Responsibilities:
✅ CRM Configuration – Set up Zoho CRM to align with my business needs, ensuring streamlined workflows and automation.✅ Data Import & Organization – Clean, import, and structure data for maximum efficiency. Ensure there are no duplicates and all fields are mapped correctly.✅ Customization – Implement necessary fields, modules, and automations to enhance lead tracking, pipeline management, and follow-ups.✅ Best Practices & Optimization – Configure Zoho CRM for maximum productivity, lead management, and reporting.✅ Dialer & Lead Integration – Ensure CRM integrates smoothly with my dialer, lead sources, and other tools I use.✅ Training & Support – Provide guidance on best practices, reporting, and workflow automation to maximize efficiency.
Ideal Candidate:
✔️ Zoho CRM Expert – Proven experience in Zoho CRM setup, customization, and automation.✔️ Data Management Proficiency – Skilled in data importing, cleansing, and deduplication.✔️ Workflow Automation – Ability to create automated follow-ups, reminders, and lead tracking systems.✔️ Lead & Deal Management – Understands best practices for managing commercial real estate leads, sales pipelines, and client interactions.✔️ Problem-Solver & Communicator – Can proactively identify inefficiencies, suggest improvements, and provide clear guidance.
Project Scope & Timeline:
📌 Immediate Start – I need someone who can begin ASAP and efficiently get the CRM fully functional.📌 Customization Based on My Workflow – The setup must be tailored to real estate acquisitions and lead management.📌 Potential for Ongoing Work – If the setup is successful, I may require continued support for optimizations & maintenance.
💰 Compensation: Open to fixed project pricing or hourly rate – let me know your rates and estimated time frame.
🔹 How to Apply:📩 Send a message with:
Your experience with Zoho CRM (including past projects)
Your approach to CRM setup & optimization
Estimated time & pricing structure
Any portfolio or client testimonials
Looking forward to working with a Zoho CRM expert to streamline and optimize my CRM for peak performance! 🚀