ZOHO Implementation
Zoho Alliance Partner

DG Zoho CRM Implementation

$ 3,000.00

Investment Value: + local taxes if applicable

General Configuration

  • Customization (Organization logos and colors)
  • Organization Configuration and User Setup (up to 10 users)

Rating

5 out of 5 based on 1 customer rating
(1 customer review)
Email
Category: .

Product Description

Configuration of the different record types: Lead, Account, Contact, Opportunity, Campaign, Cases, Product, Quote and Purchase Order

(3 custom fields for each record type and a template per page. Customizations can be the following types of fields: multiple selection, formulas, numbers, text, dates, email, phone, web pages and search)

  • Work Flows and Alerts

(Five customizations)

  • Data import for Accounts, Contacts and Products

(It does not include data cleaning.  A worksheet in Excel with Zoho CRM fields will be submitted for which the customer must adapt its data base to such fields)

  • Email configuration with Gmail or Outlook
  • Three hours on-line end user training

Notes:

All configurations are on-line

Additional customization like fields, templates and work flows are charged at US$ 100 per case















1 review for DG Zoho CRM Implementation

  1. 5 out of 5

    :

    Great Implementation by the team Doble Group

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