CRM Migration and Setup: Transitioning to a new CRM system (Zoho one from Thryv) tailored to your business requirements, including data migration, system configuration, and initial setup. This service should also include the provision of resource materials to ensure your team is well-equipped to use the new system effectively.

Implementation of Inventory Management Software: Deploying a new inventory management system to enhance stock level optimisation, real-time inventory tracking, and order fulfilment accuracy. This includes system setup and integration with existing platforms and website.

Admin Task Automation: Automating up to three administrative tasks to reduce manual effort and increase efficiency. Specific tasks to be discussed prior to project initiation. Must be high value tasks/those that take a lot of admin time.

Report Automation: Implement a form that enables business owner to input key details, which will then summarise and act as the report which is sent to the customer automatically post the service.

Implement Service Reminders Integrated with CRM: Setting up automated reminders for upcoming services directly within the CRM system. This ensures customers receive timely notifications, encouraging repeat business and maintaining a high level of service engagement.

Implement Customer Review Reminders: Activating automated prompts for customers to leave reviews after a service. This step is crucial for gathering feedback and building a positive online presence, directly influencing potential customers’ perceptions.

Implement upfront deposits: implement upfront deposits as part of the quotation process in the proposal/quote stage to improve cashflow and reduce likelihood of customers not paying the invoice.

Implement Best EFTPOS Facility with CRM Integration: The goal is to streamline payment processes, making transactions smoother for both the business and its customers, enhancing the overall customer experience.

I also have two other jobs pending in the pipeline with another predicted five upcoming, so there is opportunities to collaborate further on similar work.

I am looking for someone who is an expert in Zoho One, Automations and leveraging Zapier as well where required.

I like to work collaboratively and in line with the set deadlines. I expect clear and regular communication.

Budget: $1,000

Posted On: April 28, 2024 04:16 UTC
Category: Scripting & Automation
Skills:Zoho CRM, Automation, Zapier, Zoho Creator

Country: Australia

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