Our team made the list of tasks. We started our work with the client with the discovery phase, during this phase we offered various options for the implementation of tasks from the client. Also, to better understand each other we have created a business scheme in the format of BPMN. In the process of familiarization with the client’s tasks, we held several online meetings. When all the processes became clear to us, we moved to the evaluation of tasks.
The first step we did was to configure custom modules and change the modules that are created by default. We have also configured communication between the different modules.
After all the necessary modules and fields were created, our team created an extension for WordPress, so that it would be possible to synchronize data from forms in CRM. Mapping was also configured for each form, as data from one form could fit into two different modules.
After configuring synchronization with the forms, we have imported all data about clients, deals, vendors, price books, leads, companies, contacts, and other information from the tables into the Zoho CRM system.
The next step was to configure various automation. For example, the sales department received various notifications and automatically created tasks for managers and other employees of the company. Also, created an automation that is based on a blueprint.
Also, our team has created various widgets for the client. For example, different types of calendars were synchronized with Zoho Calendar and displayed on the Zoho CRM homepage.