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clement_zoho1

Clement F.

@clement_zoho1

Zoho Expert

Nigeria
Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
I’m a Zoho CRM Consultant and CRM Automation Specialist helping businesses organize customer data, streamline sales, and automate repetitive tasks. I specialize in Zoho CRM setup, customization, workflows, Blueprints, Deluge scripting, integrations, dashboards, data migration, and business process automation. I also work with Zoho One, Creator, Books, Analytics, Desk, Flow, Forms, Campaigns, Bookings, and SalesIQ. I first understand your business process, then build a practical Zoho system around your needs. Message me to discuss your project.... Mehr lesen

Kompetenzen

c
clement_zoho1
Clement F.
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

CRM-Management
I will setup customize and automate your zoho CRM
Ab75 $ / ProjektWeitere Details
CRM-Management
I will customize, automate and integrate your zoho CRM
Ab50 $ / ProjektWeitere Details

Portfolio

Arbeitserfahrung

Apex_Construction Group

Zoho CRM Automated Lead Timeline

Apex Construction Group • Freiberufler

Jun 2025 - Sep 2026 • 1 yr 3 mos

Apex Construction Group needed a reliable automated lead process that could capture new leads, keep data clean, assign ownership, and trigger follow-ups without manual intervention. The goal was to ensure every new lead immediately entered the correct sales workflow. I configured Zoho CRM assignment rules, automated workflows, Zoho Flow webhooks, and a custom function to capitalize lead names. The automation also attached documents, assigned leads to the appropriate sales representative, triggered follow-up actions, and was tested end-to-end using the lead lifecycle. The completed workflow processed new leads within seconds and removed repetitive manual steps from lead management. Sales reps received properly assigned and formatted leads with follow-up actions triggered automatically, creating a more consistent and reliable CRM process.