• Tracking Website visitors by integrating website with SalesIQ
• To integrate website with zoho bookings to use book A call option with agents of Credit Reboot.
• To Migrate all the current process to CRM from creator
• Configure a blueprint of sales process in CRM
• Configure Zoho Desk for all email conversations
• Digitalising Order Forms and integrate with payment module
• Tracking all payments and payment related report generation.
• To Build a chatbot in website to engage visitors and generate leads
• Setup Zoho Analytics to get business insights from the mentioned products.
1. User Interface design and existing system architect review/redesign (estimate 4 weeks)
2. Credit Provider Responsible Lending Module (estimated 12 weeks to Ver 1.0)
3. Credit Provider Module (estimated 4 weeks), multi offices/branches mutli contacts with branches
4. Improve email routing and file attachment management (ticketing ZOHO Desk?)
5. Documentation/system maps/blueprints indexed ongoing project
CRITERIA FOR CONSIDERATION:
• Active knowledge about ZOHO CRM
• Knowledge and interest in computer systems and the latest technologies
• The ability to learn new technologies quickly
• An analytical mind
• The ability to communicate complex procedures to other colleagues
• Commercial and business awareness
• Goodcommunication skills both written and verbal
• Attention to detail and desire to probe further into data •
Current Market rates + bonus for on time on budget application deployment.
1. Short term Project Payment Terms (4-8 weeks) : 30% deposit+ 30% progress payment 30% upon
competition+ 10% 14 days after deployment (bug fix)
2. Medium term Project Payment Terms (8-12 weeks): 30% deposit + monthly progress payments+ 20%
balance upon completed sign off.
3. Long term Project Payment Terms greater than (12 weeks): 30% deposit+ monthly retainer and