I map your sales process before configuring your CRM - because no software can fix a broken process.
I help businesses implement, configure, customize, and automate Zoho CRM based on their sales and operational processes. My experience includes data migration, custom modules and layouts, Blueprint, workflows, lead-management processes, Zoho SalesIQ, Zoho Analytics, and system integrations.
I identify your sales stages, responsibilities, handoffs, bottlenecks, required information, and follow-up rules before building the system. I then configure and automate Zoho CRM around your actual business process using custom modules, layouts, Blueprint, workflows, assignments, reminders, reports, and integrations.
I also work with applications across the Zoho ecosystem:
• Zoho Books for connecting customer records with estimates, invoices, and financial workflows
• Zoho Flow for connecting applications and automating data movement between systems
• Zoho Analytics for customized reports, dashboards, KPIs, and performance monitoring
• Zoho SalesIQ for chatbots, website visitor engagement, lead capture, and multi-channel communication
• API and third-party integrations for connecting Zoho CRM with other business applications and communication channels
You can also message me on my LinkedIn profile
https://.----------- /in/harold-john-villacampa-83ba2824a
I would highly appreciate it if you have time to take a look at my portfolio.
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