Zoho CRM Training for Sales Optimization

300.0 GBP

300.0 GBP peopleperhour Technology & Programming Overseas

128 days ago

Description

Project goalTo enhance the efficiency of using Zoho CRM linked with Zoho Books for managing and tracking sales quotes and deals.
Scope of work- Provide comprehensive training on Zoho CRM for managing quotes created with Zoho Books.- Set up and optimize a sales pipeline and funnel for tracking deals over £1000.- Create templates, automatic follow-ups, and reminders within Zoho CRM.- Prepare the system for easy use by new sales team members.
Additional information- We already have integration between Zoho Books and Zoho CRM with cross-synced data.- The training will facilitate better use of Zoho Books to generate quotes and offers.
CRM software - Zoho
Industry - Manufacturing & storage, Engineering
Budget - £300
Timeline - Immediate delivery

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