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Zoho CRM Implementation Expert Needed (End-to-End Setup, Automation & Dashboards)
UpworkINNot specifiedintermediate
Zoho CRMZoho CreatorZoho PlatformZoho AnalyticsZoho BooksPHPLaravelZoho ProjectsAPI IntegrationSalesforce Sales CloudAPISalesforce CRMSalesforce LightningApplication IntegrationZoho Desk
We are Smart Working Solutions, focused on building structured and scalable systems for our Customer Success operations.
We are looking for an experienced Zoho Implementation Consultant to design and build our CRM system end-to-end.
This is not a training requirement — we need someone who can understand our requirements and implement the complete setup.
Scope of Work
At a high level, we are looking to build:
1. CSAT & NPS System
Survey setup and automation (via Zoho Survey)
Automated reminders and response tracking
Integration of responses into Zoho CRM
2. Ticketing & Escalation System
Setup via Zoho Desk
SLA-based reminders and escalation workflows
Hierarchy-based ticket ownership transfer
RAG (Red/Amber/Green) classification for tickets
3. Client Health Scoring
Build a custom health score module in Zoho CRM
Logic based on:
- CSAT/NPS
- Ticket activity
- Engagement & relationship metrics
- Billing/payment behavior
Automated health status (Green / Amber / Red)
4. Growth & Expansion Activation
Trigger workflows for high-health accounts
Task creation for account managers
Basic expansion pipeline tracking
5. Master Dashboard
Leadership dashboard covering:
- CSAT trends
- Ticket metrics
- Client health distribution
- Growth opportunities
What We’re Looking For
Strong experience in Zoho CRM, Zoho Desk, and automation workflows
Ability to translate business logic into scalable system design
Experience with custom modules, workflows, and functions
Someone who can suggest improvements, not just execute instructions
Engagement Approach
We will share detailed requirements and logic
Expectation is hands-on implementation by you
Periodic check-ins to review progress
Next Steps
If this aligns with your experience, please share:
Relevant Zoho projects you’ve worked on
Your approach to implementing such systems
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