Freelancer Zoho CRM Implementation

4 weeks ago

DoubleTree by Hilton Hotel Gurgaon New Delhi NCR, India Insulation Solutions Full time

Required Immediate Joiner

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Zoho Implementation Freelancer Key Responsibilities

  1. Discovery & Requirement Gathering

  2. Meet with stakeholders to understand business processes, pain points, goals.

  3. Map current workflows and data sources (legacy systems, spreadsheets, etc.).
  4. Document functional requirements (what the business needs Zoho to do for them).

  5. Define success criteria and measurable KPIs.

  6. Solution Design / Planning

  7. Design how Zoho (CRM, Zoho One, or other Zoho modules like Books / Projects / People etc.) will be configured to meet the requirements.

  8. Propose process improvements & automation opportunities.
  9. Plan data structure: modules, custom fields, relationships, layouts, roles & permissions.

  10. Create a project plan: phases, milestones, deliverables, timelines.

  11. Configuration & Customization

  12. Configure standard modules: CRM, Contacts / Leads / Deals, etc.

  13. Set up custom fields, custom modules (if required).
  14. Define user roles & permissions, profiles, access control.
  15. Create workflows, blueprints, approval processes.

  16. Build automation scripts if needed (Deluge / Zoho custom functions).

  17. Data Migration & Integration

  18. Prepare / cleanse existing data (remove duplications/errors, map fields) from old systems.

  19. Migrate data into Zoho modules.
  20. Set up integration with third-party tools/systems (e.g. email marketing, finance/accounting, external databases, e-commerce platforms).

  21. Ensure synchronization (if bi-directional) or proper flows (if uni-directional).

  22. Reporting, Dashboards & Analytics

  23. Create custom reports as needed by various users (sales, management, finance etc.).

  24. Design dashboards to give a snapshot of important KPIs.

  25. Set up schedules for reports (daily / weekly / monthly), notifications/alerts.

  26. Testing & Quality Assurance

  27. Write test plans / test cases.

  28. Test workflows, automations, integrations to ensure everything works.
  29. Identify bugs or problems, fix them.

  30. Validate data integrity after migration.

  31. User Training & Change Management

  32. Create training materials / user guides / documentation.

  33. Conduct training sessions (virtual or in-person) for different user groups.
  34. Support users in onboarding.

  35. Manage change resistance / ensure users adopt the new system.

  36. Deployment & Go-Live

  37. Prepare a cut-over plan (switching from legacy to Zoho).

  38. Ensure backups / contingency plans are in place.

  39. Monitor the go-live phase, support any issues immediately.

  40. Post-Implementation Support & Maintenance

  41. Provide support during a stabilization period (e.g. resolving issues, adjusting workflows).

  42. Monitor usage, gather feedback, suggest improvements.

  43. Possibly iterative enhancements: as business evolves, update Zoho config / automation.

  44. Security, Compliance & Best Practices

  45. Ensure proper user roles, permissions, data privacy.

  46. Apply security practices (data encryption, audit trails).

  47. Make sure Zoho implementation adheres to relevant regulatory or industry requirements

  48. Documentation & Handover

  49. Maintain documentation of configuration, customizations, integration details, workflows.

  50. Handover knowledge to internal teams if needed (so they can maintain or operate the Zoho system).

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