Zoho CRM Integation and Modification (quoting, sales and reporting module)
Published: Jan 29 2021
Valid until: Feb 28 2021
Valid until: Feb 28 2021
Budget
Not specified
API
CRM
Zoho
Project description
The project involves setting up custom scripts or where possible native setup to solve the below, very specific scope of work.
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Project scope
Quoting module setup
Setting up a default tax rate to be displayed based on a default billing countrySumming up particular discount items in the „Discount” field (currently Zoho quoting does not present the total amount of discount given, it just wants us to add additional discount if required)Proper display and sync of product details/characteristics in the quote sent to the customer if the product does not have specific characteristics available in the databaseAutomated calculation of shipping cost based on the product’s weight
Reporting setup
Sending automated customized and personalized reports from a proper personal email address
Sales setup
Presenting chat conversations in a proper templateProper parsing of information from Sales IQ to Contacts with the right country (parsed United States instead of USA)Adding particular conversations to ColleaguesParticular contacts not cyncing properly with the Contacts base (e.g. the email is in the CRM but the data does not sync)
Required software
- Zoho
Skills
- API
- CRM
Location
United Kingdom
