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Workflow Automation Specialist Trainer

$25-50 USD / hour

Imefungwa
Imechapishwa almost 6 years ago

$25-50 USD / hour

Company Overview Our company, Outsource Consultants, is an outsourcing consulting firm located in Minneapolis, Minnesota. We leverage our 20+ years of experience in the call center outsourcing industry to help companies find the best outsource call center, BPO, and cloud-based software outsourcing solutions. We do not charge clients anything for our services and there is no risk or strings attached to take our advice or recommendations. Project Goal We are looking for an experienced workflow subject matter expert to help supplement Outsource Consultants’ operations department. The goal of this project is to educate our automation specialist and act as an additional resource for automated workflows within our marketing and CRM software that make key processes and activities more efficient. Key Requirements and Expectations ● Ideal candidate is experienced with process modeling and CRM modifications ● Familiar with Zoho CRM and workflow automation ● Experience with process and CRM documentation ● Critical thinking– taking high level requirements and helping us break them down into detailed workflow requirements ● Problem solving through technology and process ● Experience with Zoho CRM, Hubspot Marketing, and Zapier preferred ● Preferred experience with various coding languages, including: Zoho Deluge, Python, Javascript, HTML Estimated Project Length We intend this project to be ongoing with a minimum of 5 hours per week, varying on occasion. Additional Details ● Create custom functions within Zoho CRM to help with automation processes/creating efficiency ● Meet with Automation Specialist for a few hours per week to train on workflow logic, systems operations, and to assist with project completion ● Use Zoho Creator to improve current processes via application creation (Zoho Deluge) ● Act as a resource for immediate issues regarding data, automation, and CRM configuration
Kitambulisho cha mradi: 16686248

Kuhusu mradi

4 mapendekezo
Mradi wa mbali
Inatumika 6 yrs ago

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4 wafanyakazi huru wana zabuni kwa wastani $31 USD/saa kwa kazi hii
Picha ya Mtumiaji
Hello I have 4+ year experienced in ZOHO functionality please have a look below skills: CRM 1. Module Customisation 2. Workflow and Webhook implementation. 3. Custom Functions Implementation with the deluge. 4. Lead Conversions. 5. Webforms 6. Buttons and links management  7. Custom Reports Based on the requirement  Creator: 1. Application Creation 2. Form Implementation 3. Fields Action management 4. Custom Functions  Integrations: 1. Zoho CRM to Xero  2. Zoho CRM to MailChimp 3. Zoho CRM to PandaDocs 4. Zoho CRM to DocuSign 5. Zoho CRM to Google (Google sheet, Calenders, Email Parsing, Google Drive) 6. Zoho CRM to Saasu  Other I have work with  zoho recruit, Zoho inventory, Zoho books Thanks
$33 USD ndani ya siku 25
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Picha ya Mtumiaji
Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have five years of extensive experience in Zoho Products. I have done customization, automation and integration in all Zoho Products as follows: Zoho Creator, Zoho CRM, Zoho Books, Zoho Invoices, Zoho Projects, Zoho Survey, Zoho Sites, Zoho Reports, Zoho Mail, Zoho Campaigns, Zoho Forms, Zoho Projects, Zoho Support and Zoho People. Customization: I have customized the Zoho Products as per the requirements and deliver the best design quality and enhance the existing system with my knowledge. Integration: 1.     Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites 2.     Zoho Creator with all Zoho Product Apps. 3.     Zoho Reports Integration 4.     Zoho Creator/CRM with Mail chimp. 5.     Zoho Creator with QuickBooks Online. 6.     Zoho Creator with Payment Gateway like PayPal, Stripe and Converge gateways. 7.     Integration as per company requirements using third part application like Zapier and etc, 8.     External API Calls 9.     Integration with RingCentral, Twillio and other phone based integrations. 10.                         Integration with Zoho Mail like Gmail, MS Office 365 and other MS office Setup. Automation: 1.     Workflow rules, Auto responders, Email Templates Creation. 2.     Follow Up Task,Alerts,Custom functions 3.     Automatic Rules, Reminder Setup, Notification via Email and SMS. 4.     Dashboard Creation, Scheduled Reports with multiple formats. 5.     Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things.  ·        I work extremely fast. ·        I have a great knowledge on Deluge scripting and Integration. ·        I can ensure quality communication in regards to the project. ·        I'm passionate towards the work. ·        I will complete the work as much as earlier and will do my best effort.  ·        I will deliver the work on time with 100% quality. Support: I will give support for 24X7 for any kind of bugs/fixes. This states that I will be more attentive during the project and post production support.   Thank you and I look forward to the opportunity to work with you  Thanks  Yamini Zoho Certified Consultant
$33 USD ndani ya siku 40
5.0 (1 hakiki)
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Kuhusu mteja

Bedera ya UNITED STATES
United States
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Mwanachama tangu Apr 12, 2018

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