Please enable JavaScript.
Coggle requires JavaScript to display documents.
ERG Payroll - Coggle Diagram
ERG Payroll
Client Fulfillment (Project Management)
Integrate Zoho CRM wth Zoho Projects
Automatically create a New Project in Zoho Projects when deal is WON.
Design the Service-Wise Standard Project Templates to manage the SOP, milestones, task lists, tasks etc.
Zoho Projects to Zoho Books Integration to track the billings
Setup Client Access for Projects for better client co-ordination
Integrate Zoho Desk with Zoho Projects
Setup the user level reports and dashboards
Assistance with using Zoho Bugtracker Tool and Integarting it with Zoho Projects if needed.
Marketing (Lead) Management
Lead Capturing Automation
Webforms
Active Campaigns (3rd Party Integration Using Zoho Flow)
Lead Assignment Automation
Lead Followup Process Automation using a Blueprint & Workflow rules
Lead Segmentation and Prioritization
Setup the user level reports and dashboards
Customer Support Management
Setup the Help Center Portal (domain mapping, basic design adjustments, Knowledge Base setup)
Setup Ticket Routing and Auto Assignment Rules
Setup Knowledge base for agent for easy responding to tickets
Setup Tickets Prioritization and Segmentation Rules
Setup the user level reports and dashboards
Sales Process Management
Implement a High-Level Blueprint to Streamline Deal Management Process
Integrate Zoho CRM with Zoho Sign to enable digital contract signing...
Integrate tightly with Zoho Books to Manage the Invoices, Quotes etc.
Setup the user level reports and dashboards