Website, CRM, Sales IQ, Social Media Management, Desk Ticketing System and Hosting

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Admin
Site Admin
Posts: 51
Joined: Sat May 23, 2020 4:02 am

Website, CRM, Sales IQ, Social Media Management, Desk Ticketing System and Hosting

Post by Admin »

Hello
As discussed with you posting details of CRM, Ticketing, Web Chat, accounting by ZOHO and Website with Hosting. Also as discussed the reason to post in here so that I can modify/update information as when required.
Apologies for delayed post, my training have started again for new ZOHO Products these days.
I have already been trained onsite at ZOHO for most products. Have implemented vTiger CRM, odoo CRM in past and also have implemented SAP ERP

Zoho Corporation is an Indian software development company. The focus of Zoho Corporation lies in web-based business tools and information technology, including an office tools suite, Internet of things management platform, and a suite of IT management software.
Where personally I have seen it as a principally strong company to an extent where even Free natural Cow milk from villages is provided to new born babies of employees.

Incase purchasing/purchased any ZOHO products following referral codes can be used
ZOHO Referral Code for Global & India (Both)
https://go.zoho.com/b58


Requirements
1. Managing clients for self including automated email management.
2. Managing Students for self including automated email management.
3. Automated Equal Distribution of clients/consultations to Students
4. Website Re-Haul/update/shift
5. Forums for Students
6. Blogging
7. Website Chat (ZOHO Sales IQ - FREE Plan is enough)
8. Social Media Management (Already Part of ZOHO CRM)
9. Social Media Bulk Posting (ZOHO Social FREE Plan for Facebook, Twitter, LinkedIn, Google My Business, and Instagram)(Pricing and Comparison)
10. Digital Marketing (This can be handled by me later)

Solutions
1. Managing clients for self
2. Managing Students for self


ZOHO CRM (Propriety)(Recommended) (Introduction Link)(Feature Link) (Detailed Feature list and Pricing Comparison) (Further CRM Features are below)
Yeti CRM (Part of my Hosting)
vTiger CRM (Part of my Hosting)

3. Equal Distribution of clients/consultations to Students
Solution - ZOHO Desk/Ticketing (Propriety)(FREE plan will work integrated with ZOHO CRM)(Detailed Feature List/Pricing)

4. Website Re-Haul/Update/Shift
Out of website developers there are 3 available who can create website as per requirement. However due to current situation project timeline might be of 2-3 months.
I have my own website hosting, SSL, and servers with international clients and can be used if needed.

5. Forums for Students
Options - bbPress, mybb

Other forum options (Part of Hosting)
phpBB
SMF
MyBB
AEF
Vanilla
PunBB
XMB
FluxBB
Phorum
bbPress
ElkArte
FUDforum
miniBB
LayerBB
Carbon Forum
my little forum
Beehive
TangoBB

6. Blogging

WordPress Blogging can be used.



CRM Features

SALES FORCE AUTOMATION
Leads
Contacts
Accounts
Deals
Tasks, events, call log, and notes
CRM views
Sales forecasting
BCC dropbox for email
Email insights
Macros
Multiple currencies
Contextual custom related lists
SalesSignals
Advanced filters
Scoring rules
Reminders
Email parser
Email Association with Deals

PRODUCT CUSTOMIZATION
Page customization
Rename tabs
Custom fields
Picklist history tracking
Custom links
Web tabs
Custom modules
Custom buttons
Sandbox
Page layouts
Canvas view
Layout Rules
Validation Rules
Subforms
Translations
Reporting Hierarchy
Multi-select Lookup
Unique fields
Custom list views
Tab groups

WORKFLOW MANAGEMENT
Workflow rules
Email Notification
Task Action
Field update Action
Webhook Action
Convert Action
Functions
Scheduled Actions
Approval process
Assignment rules
Schedules
Case escalation rules

PROCESS MANAGEMENT
Active Blueprints
Common Transition per Blueprint
Transition per Blueprint
Field count during Transition

ARTIFICIAL INTELLIGENCE (ZIA)
Lead Conversion Prediction
Deal Closure Prediction
Data Enrichment
Zia Voice
Zia Reminder
Best time to contact
Macro suggestion
Zia Intelligence for Automation

REPORTS
Standard reports
Custom reports
Schedule reports

ANALYTICS
Charts
KPI
Funnels
Target Meter
Comparator
Anomaly Detectors (Powered by Zia)
Standard dashboards
Custom dashboards

SOCIAL
Enrich data with Twitter profile
Enrich data with Facebook profile
Social tab
Automated Lead Generation from social media
Social interaction with leads/contacts
Social Lite

MARKETING AUTOMATION
Email templates
Email opt-out
Website visitor tracking
Mass email
Email relay
Marketing campaigns
Auto-responders
Zoho CRM for Google Ads
WEB FORMS
Web-to-lead form
Web-to-contact form
Web-to-case form
Notify owner

TEAM COLLABORATION
Gamescope
Calendar
Calendar sync through CalDAV
Calendar Booking
Status updates
Direct messages
Attach files to feeds
Follow-up rules
Groups for team collaboration
Tagging

INVENTORY MANAGEMENT
Products
Price books
Sales quotes
Sales orders
Invoices
Vendors
Purchase orders

CUSTOMER SUPPORT
Cases
Solutions
Web-to-case form
Business hours

DOCUMENT LIBRARY
Folder sharing
Attach documents
File versioning
Reviews

USER PORTAL
Portals

FILE STORAGE
Free storage/org
Free storage/user license
Additional file storage

DATA ADMINISTRATION
Data storage (all modules)
Storage/user license
Additional data storage
Import data (per batch)
Export module data
Free Data backup
Additional Data backup
De-duplicate data
Import history

SECURITY ADMINISTRATION
Profiles
Organizational hierarchy (Roles)
Field-level security
Data sharing rules
Groups
Record-level sharing
Data Encryption (EAR)
Territory management
Audit Logs
Allowed IPs

ADD-ONS & INTEGRATIONS **
CRM Marketplace (Extensions for Zoho CRM)
Zoho PhoneBridge for Call Centers
Integration with Zoho Campaigns
Integration with Zoho Analytics
Integration with Zoho Projects
Integration with Zoho SalesIQ
Integration with Zoho Desk
Integration with Zoho Cliq
Integration with Zoho Survey
Integration with Zoho Social
Integration with Zoho Forms
Zoho Mail Add-on
Zoho Writer Add-on
Zoho Finance Suite Integration
Zoho Webinar Integration
Zoho Backstage Integration
Plug-in for Microsoft Outlook
Plug-in for Microsoft Office
Integration with Zoho Creator
Slack Integration
Zoho SalesInbox

INTEGRATION WITH GOOGLE APPS
Zoho CRM contextual gadget for Gmail
Export events to Google Calendar
Export to Google Tasks
Zoho CRM web forms for Google Sites
Synchronize Google Calendar
Synchronize Google Contact

DEVELOPER TOOLS
Mobile SDK
Web Apps SDK
Widgets
Connections
API
Functions
Functions - Send Mail


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