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Zoho CRM Data Migration and Custom Dashboard Creation

We are looking for someone to help us with migrating our data into Zoho CRM and creating a custom dashboard per the attached spreadsheet. We have the data exported from Streak CRM, so depending on what works best you can work off of our spreadsheets or do a clean export from Streak of the data. We would like the dashboard to stay as close to the layout on the attached sheet as possible, but understand there may be some layout differences. The timeframe is critical on this project. We have a meeting scheduled for tomorrow 6/11/2019 at 1:00 pm Pacific with our Zoho contact to discuss the process and would like whoever we hire to be on that call if possible. The person we hire must be fluent in English and have extensive experience with the Zoho CRM platform. Knowledge of additional Zoho One Apps is a plus as we will be looking to utilize many of the features that are offered in future projects. This post will be broken out into two projects, the data migration, (there are 4000 Contacts to migrate) as one, the customized dashboard as a separate project for pricing. Please include references with your bid.

Compétences : CRM, Excel, PHP, Zoho

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Concernant l'employeur :
( 0 commentaires ) SAN DIEGO, United States

Nº du projet : #19949191

25 freelance font une offre moyenne de $503 pour ce travail

schoudhary1553

Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Pl Plus

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(326 Commentaires)
7.9
dbuglab

Hello , I have checked your shared spreadsheet and ready to help you to migrate your data into Zoho CRM and creating a custom dashboard as per the attached spreadsheet. I have Excellent English communication skills Plus

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(181 Commentaires)
7.5
iwebsynthesis

Hello There, Hope you are doing good! I work full time 8 hours per day and believe in a long term relationship. I can start the work right away Please connect me so we can go through it. I am Full-stack Javascript ( Plus

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(150 Commentaires)
6.9
AzzkaNoor

Hi. Your project's posting has caught my attention as this lies exactly in my domain of expertise. To ask a few questions & to gather all the requirements for this project, you are requested to ping me via chat as i am Plus

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(27 Commentaires)
7.0
gaurav

Hello Have checked the attached spreadsheet, and fully understood my job. Sure I am able to migrate your data from Streak CRM to ZOHO CRM. Also, I can create a custom dashboard to fulfill your requirements. I am Plus

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(55 Commentaires)
6.9
fairchance

Dear Sir, Hi Thank you for sharing detailed scope document and I am working on it. I shall send you further details later on. I am Top Zoho Freelancer. Thank you for providing us this opportunity to serve you in Plus

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(57 Commentaires)
6.2
AwaisChaudhry

Hi there, I have checked the details I have great experience with CRM, Excel, PHP, Zoho. Please start the chat so we can discuss this job more in detail. Thanks Our Website: [login to view URL]

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(27 Commentaires)
6.1
symaticssolution

Dear Client, I have checked your attached spreadsheet and understand what you are looking for. I am ready to help you with migrating our data into Zoho CRM and creating a custom dashboard. I have done similar work bef Plus

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(64 Commentaires)
6.9
fanninson45

INTRODUCTION I have 4+ years’ experience with Zoho architecture and strategy exhibiting excellent technical skills, and a keen sense of innovation. I am skilled in Zoho Flow, CRM and Creator with experience in collec Plus

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(17 Commentaires)
5.8
Bizappln

Hi, Greetings from Hari of Yaali Bizappln solutions. We are ZOHO Authorized Solution Provider. We have great experience in customizing Zoho CRM. We have created custom modules, functions, integration with third par Plus

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(23 Commentaires)
5.9
webdroid01

I would like to provide you brief of our profile & portfolio. We are a software development company, working in this area from past 12+ years and have delivered 4600+ successful projects like web applications and mobi Plus

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(19 Commentaires)
5.2
xiaomingming

Hello dear. I have read all description. I m a senior web developer working for 7+ years and my skills and experiences are perfectly fitted on this project. I look forward to work with you. and will deliver perfect p Plus

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(4 Commentaires)
5.3
techspeack

I have 5+ year experience In the field of zoho technology. i have expertise in Zoho Component (CRM, Creator, Inventory, Recruit, SalesIQ, Desk, Campaign, Project, Mail, Creator etc.)  I have done various types of int Plus

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(8 Commentaires)
5.0
yaminisurender

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator Plus

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(24 Commentaires)
5.1
phamv4n

~~~~~~~~~~~~~~~~Zoho CRM Expert~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~Zoho CRM Expert~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~Zoho CRM Expert~~~~~~~~~~~~~~~~

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(7 Commentaires)
4.4
TechnicalKnight

Zoho crm expert here. I can transfer all your contacts to zoho CRM within 1 hour so meet your meeting deadline. After that we can work on dashboard design. Individual dedicated freelancer here to your job. Contact me o Plus

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(26 Commentaires)
4.3
hsh564cf84accd96

I am writing this proposal in order to work for you in Software and Web Development. We are highly trained professional developers seeking to freelance and earn online. Having a flair in programming and development I Plus

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(17 Commentaires)
4.2
fbs2009

Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations Plus

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(5 Commentaires)
3.2
vpsbohra

Hello I am an expert in ZOHO and I can assist you to migrate your data from Streak CRM to ZOHO CRM. Also, having expertise in app development. I am fluent in Emglish and available to work on your specific time. Let' Plus

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(9 Commentaires)
3.5
radhs92

Hi Thank you for this opportunity. I am an ex-employee of Zoho with 6 years of experience on both Product Consultation and Implementation. I have embarked a new journey, as an Entrepreneur, by partnering with Zoho. Plus

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(1 Évaluation)
1.5