We need a Zoho CRM Consultant who supports us "live" via talk how to set up our crm properly.
What we have so far:
1. Contacts migrated into Zoho
2. An Idea how our overal formular for all single customer data should look like
What we need to understand:
1. How do we organize (Email-)Lists in a proper way (do we need zoho campaigns as well?)
2. How do we deal properly with leads and their categories and when do they could/should be contacts
3. how do we organize our forms via our wordpress-Website.
We think that we need 2 x a 1,5h slot to do this.
What we need is a real zoho crm expert/consultant.
Looking forward to hear from you!