I am a Zoho One Specialist with 5 years of experience in Automation, Implementation, CRM Setup, API development, and Workflow. I work on a variety of Zoho projects related to different business niches. Hands-on experience in automating complex business processes.

My Expertise:

✅ Migration from Salesforce to Zoho CRM
✅ Zoho Architecture (I have set up more than 50 accounts) 
✅ Zoho Creator 
✅ API Integration
✅ Zoho Campaign, Quote, Invoice, Sales Order, and Purchase Order 
✅ Deluge Script and Custom Function
✅ Data Flow Diagram 
✅ Zoho Customization 
✅ Data Cleanup 
✅ Initial Zoho CRM Setup 
✅ Business Analysis and Data Modeling into Zoho 
✅ Sales Funnel Modeling and Forecasting 
✅ Data Migration to Zoho 
✅ Zoho Subscription 
✅ Zoho Forms 
✅ Advanced Zoho Reports (Analytic) 
✅ Advanced Zoho Survey 
✅ Zoho Sales IQ and Live Chat 
✅ Zoho Projects and Recruit 
✅ Zoho Mail POP3, IMAP Integration

Driving Sales Automation using Zoho Creator 

We built an Application for their feet-on-street sales team to punch sales orders using Zoho Creator. 

The app has the following functionalities:

✅ The ability for the sales team to punch sales orders
✅ Manage their meeting schedule with different Bars/Restaurants
✅ Manage a contact list of bar and restaurant managers/bartenders
✅ Ability to find the nearest bars and restaurants within the app
✅ Find directions using Google Maps within the creator app

As you have already gone through my expertise, so, I believe the time has come to start a conversation. Please feel free to drop me a text to begin a discussion. 

Integrating Zoho Books with 3rd Party site WooCommerce

We just helped a Middle East-based furniture rental company in integrating their e-commerce website with Zoho Books. The client used the WordPress site with WooCommerce. We helped them set up their entire bookkeeping, inventory, sales order, and purchase order management using Zoho Books. The rental orders are placed on their website and we built a custom API using PHP to fetch order and customer details from their woo-commerce to do the following on Zoho Books:

✅ Create a sales order, customer, and invoice on Zoho Books via APIs
✅ Update inventory on both Zoho books and Woocommerce
✅ Integrated their bank accounts with Zoho Books

Integrating Web with ZOHO CRM to deliver end-to-end automation for a Fintech Client

The client is a leading FinTech player in India and the entire Web Development, Marketing, and CRM Automation has been done by us. The client has more than 2 million active customers on the CRM.

We have integrated the client’s CRM with the largest Banks in India through customized API Codes. Other automation has been done on the CRM through customized workflows and detailed deluge scripting. (the customer has 60000+ API calls/day on the Zoho CRM)

As you have already gone through my expertise, so, I believe the time has come to start a conversation. Please feel free to drop me a text to begin a discussion. 

Best Regards,
Satnam Mahto