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ZOHO CRM Developer Needed: Client Touchpoint Tracking System
Project Overview We need an experienced ZOHO CRM developer to implement a comprehensive client touchpoint tracking system. The system should create a pipeline for both new and renewed customers, allowing us to monitor all interactions throughout the customer journey. Required Functionality Pipeline Setup Create a dedicated pipeline in ZOHO CRM for customer touchpoint tracking Configure separate entry points for new customers and renewed customers Implement automated customer categorization based on status Touchpoint Tracking Features Develop a system to log all customer interactions (calls, emails, meetings, etc.) Create custom fields to track interaction details (date, type, outcome, follow-up needed) Implement time tracking between touchpoints with automated alerts for overdue follow-ups Design actionable dashboards showing touchpoint analytics and pipeline progression Automation Requirements Set up workflow rules to automatically schedule follow-up touchpoints Create notification triggers when customers require attention Implement scoring system based on touchpoint frequency and quality Generate reports showing touchpoint effectiveness and conversion rates Email Marketing Integration Configure mass email capabilities within ZOHO CRM for existing customers Set up automated email campaigns for different policy term milestones Develop re-engagement email sequences for inactive customers in our database Create email templates that can either be designed by the developer or populated with our content Implement tracking to monitor email open rates, click-through rates, and conversion metrics Design segmentation rules to target specific customer groups based on their status and history Technical Requirements Extensive experience with ZOHO CRM customization and development Knowledge of ZOHO CRM's API for any necessary integrations Experience implementing custom modules and fields Ability to create custom workflows and automation rules Understanding of sales pipelines and customer journey mapping Proven expertise with ZOHO Campaigns or ZOHO CRM's email marketing capabilities Experience setting up email tracking, analytics, and A/B testing Deliverables Fully functional touchpoint tracking system within our ZOHO CRM Custom dashboard for monitoring touchpoint metrics Documentation on system usage and maintenance Training session for our team on effectively using the new system Timeframe Project to be completed within 3-4 weeks of start date Budget Please provide your estimated hours and rate for this project Include any ongoing support options in your proposal Application Requirements Share examples of similar ZOHO CRM pipeline or touchpoint systems you've developed Explain your approach to this project and any recommendations for implementation Outline your availability to start and complete this project We're looking for a communicative developer who can translate our business needs into an effective ZOHO CRM solution. Please respond with questions if you need additional details about our requirements.