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Fixed Price: $100 - $250   |  Posted: Apr 15, 2014  |  Ends: 13d, 7h  |   8 Proposals
We currently use Salesforce CRM and we are migrating to Zoho CRM. The project includes the following: Create all of our custom Salesforce fields in Zoho Full mapping of all current Salesforce data to Zoho which includes: Full migration of all Users, Leads, Accounts, Contacts, Potentials, Cases, Tasks, Events using the best practices outlined by Zoho on their website   [obscured]  /crm/help/migrate-data-from-other-crm.html Test throughout the process to make sure everything imported properly as each module imports. There are no custom modules in Salesforce that need to be recreated in Zoho.
Category: Other IT & Programming       
Skills: Salesforce.com, zoho       

g****ght
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| g****ght
|    United States
Fixed Price: Not Sure   |  Posted: Apr 14, 2014  |  Ends: 3d, 19h  |   14 Proposals
I am looking for a Drupal Developer to customize a template. This is front-end development only. You must be willing to work in the dev environment in Amazon Web Services. You must be willing to sign a NDA. Source code will be placed in Github. This type of application is a project management tool similar to basecamp or zoho project. Deliverables: -Customize the homepage with the proper branding guidelines, colors, logos etc., navigation and screenshots. This will use the drupal theme below. The pages for the first theme would be the home, features, tour, pricing, support, and of course the login, and sign up buttons -The main part of the application will need to be integrated into drupal which is the minoral responsive theme. -Create login, sign-up, forgot password pages - There are a few pages that are currently being developed by a UX Expert which include the main dashboard (what the user sees when he/she logs in), the project management dashboard, and access management piece) so...
Category: Web Programming       
Skills: MySQL Administration, Drupal, HTML, PHP, Bootstrap       

I****007
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| I****007
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 14, 2014  |  Ends: 11d, 14h  |   3 Proposals
We are using Zoho invoice to invoice customers. Currently, we are manually generating invoices; however, we would like to integrate Zoho invoice with our SaaS application to bill customers periodically based on specific usage criteria in the application e.g., number of users, etc. We currently offer a 30 day free trial. After the trial, we would like to have a user sign up and set up billing. We currently have Zoho integrated with payment gateways (PayPal and Stripe). We need help and guidance on the following related to the lifecycle of a user in our application and how we should integrate with Zoho invoice at each step: a) new user that signs up: once a user signs up, how do we set up billing? b) existing user: what are the zoho invoice api calls that need to be made for the different use cases (new customer, update pricing plan, sign up for 1 yr or 3 yr plan, etc.) c) user that cancels service: plan cancellation and relevant api calls and process I obviously need someone wh...
Category: Software Application       

s****l00
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| s****l00
|    United States
Fixed Price: Less than $500   |  Posted: Apr 13, 2014  |  Ends: 11d, 1h  |   23 Proposals
Hi, Greetings to you!. I am looking for Recruitment software/Product where I can upload resumes(you can use 'parser' the word/pdf format) and search with keywords(through skills,location & experience) and update candidate info on regular basics like current company,salary,notice period,etc and have functionality to send email(bulk/individual). It needs to be very user friendly(GUI) and have good database to store minimum 10000 to 20000 resumes. I know there are many online recruitment software in the market but we like to design one with more unique functionality and more integrated modules like CRM where we can store client contact or business information. Modules like 1. Upload resumes. 2. View Candidate info. 3. Generate reports to HR manager.(For example how many candidate the recruiter has spoken or updated candidate info). 4. CRM for storing all client contact and business info. 5. Multiple user sign-in. Example :' zoho.com' but I am looking for some additional custo...
Category: Web Programming       
Skills: ASP.NET, HTML, PHP, Ruby on Rails, MySQL Programming       
Preferred Location: North America, India/Southern Asia

l****005
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| l****005
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 08, 2014  |  Ends: 6d, 6h  |   9 Proposals
Hello, Have an unusual programming project. I'm looking to leverage the analytic capabilities of "Contact Form 7 Analytics" with the ZohoCRM <form> that auto-populates a new entry into my CRM. Let's rephrase that: 1) ZohoCRM's <form> enables me to avoid manually keying in entries into my CRM. When a user submits a form through the ZohoCRM <form>, it auto-populates. This saves me time! 2) Contact Form 7 Analytics enables me to gain insight into the user's Google Analytics cookie data (Traffic Source, Keyword, # of website visits etc.) This allows me to better track advertising campaigns. So - I can have either the benefits of 1 or the benefits of 2, but I need both. I'm thinking a developer can assist me with the process of using both tools so that I can auto-populate my CRM with Web Analytics data. I figure this will involve passing data from one WordPress plugin to another plugin? Sorta familiar with how these things work, but lack the granular know...
Category: Web Programming       
Skills: MySQL Administration, HTML, PHP       

I****Too
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| I****Too
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 02, 2014  |  Ends: 10h, 22m  |   3 Proposals
I need to have all duplicates in ZOHO CRM & Google contacts merged, NOT deleted, BECAUSE some contacts/accounts have some of the needed info, while the other duplicate/s may have the other bits and pieces of info needed. This way NO historical data (logged calls, events, logged tasks, and future task) can be lost. I will also need my google contacts merged with this information all this info in zoho crm as well. This part I am not sure what is best way to bring in the data, as to not create more duplicates. Im open to ideas NOTE: The data for ALL of this is based on the same contacts and accounts etc. just many duplicates. What is most important for me is that ALL the historical data be matched within all of this! This can be 1 of 2 ways: 1.) manually go in to zoho and merge duplicates ( you will be made a user) 2.) Use the api with whatever software you have made or use to combine duplicates. Or if you are able to do with excel doc, I can export the data and again you can u...
Category: Database Administration       

j****arz
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| j****arz
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Mar 11, 2014  |  Ends: 23d, 1h  |   23 Proposals
Hi, We need someone to write an Employee Manual/SOPs/Handbook for our real estate sales staff. It is easier to think of this document as a Software Manual because that is what it will actually be. Basically, we use   [obscured]  /crm/ as the software that runs our sales workflows. So in essense, this handbook will be one that employees can refer to when they wish to achieve something using the Zoho CRM (Customer Relationship Management) system. Please see   [obscured]  /crm/ for an idea of what it looks like. In fact, here is their official user manual, from which you can copy and paste much of the words and images and only customize here and there for us:   [obscured]  /crm/help/ We will provide you with flow charts for the various processes that our sales staff follow. We have the following processes (work flows): - Buyer Sales Process - for someone buying a property from us - Seller Sales Process - for someone selling a property through us - Closing Sales Process - closing t...
Category: User Guides & Manuals       

d****ron
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| d****ron
|    Kenya
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Feb 23, 2014  |  Ends: 12d, 17h  |   22 Proposals
Hi, We have a project as follows: This job is for real estate. The properties for sale and for rent are saved in zoho crm (see   [obscured]  /crm/ for details). Specifically, they are saved in Zoho CRM's Products and Price Books modules, see here:   [obscured]  /crm/help/inventory-management.html Zoho CRM has an API, see here:   [obscured]  /crm/help/api/api-methods.html   [obscured]  /crm/help/api/modules-fields.html#Products Then, I am building a new real estate real estate website, that relies heavily on custom post types. I am using this plugin/toolkit:   [obscured]  -types.com/home/types-manage-post-types-taxonomy-and-custom-fields/   [obscured]  -types.com/documentation/functions/   [obscured]  -types.com/learn/create-a-real-estate-wordpress-theme/   [obscured]  -types.com/documentation/user-guides/ What I do need help with is programming so that whenever we add a new real estate property into zoho product and its price books into Zoho CRM, it automatically creates the app...
Category: Blog Programming       
Skills: CSS, PHP, WordPress, API       

d****ron
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| d****ron
|    Kenya
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