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Fiverr Pro
Italiano
$
USD
I will design and build your zoho CRM with workflows, imports and dashboards
Revops, CRM and Sales Automation Expert with Real Business Experience
Vetted Pro with over 8 years of commercial leadership, I blend deep CRM expertise with real business insight to uncover what truly drives revenue.
I do not just organize data; I build customized B2B ...
Selezionato da Fiverr Pro
Sandervergouwen selezionato dal team Fiverr Pro per la sua esperienza.
Selezionato per
Gestione CRM
Vendite
Informazioni su questo servizio
Vetted Pro
Set up and automate your Zoho CRM in 7 to 14 days built with 8+ years of hands-on sales and RevOps experience.
I design Zoho CRM systems that reflect how sales teams actually work: clean pipelines, predictable follow-ups and dashboards reps actually use.
Connect to discuss your needs.
Prices are starting points exact scope confirmed after a short conversation.
Options:
Zoho Do it yourself
- 30-min scoping call
- Mapping template (Contacts, Companies, Deals)
- Naming conventions guide
- Duplicate rules + import checklist
- Test plan for 100-row sample
Zoho Do it together
- Finalized field mapping (1 CRM)
- Guided test import (100 rows/object)
- Live import up to 5,000 records
- Basic deduplication (email/domain)
- One pipeline migration
- Rollback plan + success checklist
- 45-min training session
Zoho Sales Surge does it
- Full discovery + data audit
- Picklist, country & job title standardization
- Advanced deduplication + owner reassignment
- Migration up to ~20,000 records (final scope after review)
Website for references: www.sales-surge.io
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FAQ
How is this different from a standard CRM implementation?
I build from real sales experience. Pipelines, workflows and fields follow how reps actually sell, so adoption is fast and the CRM stays clean.
Can you build more advanced automations or connect external tools?
Yes. I work with Make, Zapier and n8n to build routing, lead assignment, notifications and two-way integrations.
Do you also handle data migration?
Yes. I can clean, map and import contacts, companies and deals as an add-on, including deduplication and owner assignment.
Will you also set up the full Pipedrive account?
Yes. I set up everything; pipelines, fields, automations, integrations and dashboards, so your team can start using it immediately.
Can you train the team as well?
I'm a former head of sales, so more then happy to train your team.
What do I need to provide before we start?
Only Zoho access. A process document is helpful but optional. I can map your workflow during our scoping call.
