Kozy Tek

TOP-RATED PLUS UPWORK CONSULTANT - Top 3% of the talent. Added 18.11.2022: -- If you're unsure how a solution would work for you, let's start with a small Proof of Concept (POC) project (5 - 20 hours) or Analysis discussions (3-5 hours) that aims to understand the unknowns and come up with phase-based implementation roadmap. Hire me now! Added 15.11.2022: -- Fed up with complicated quoting system using excel? No versioning option? Complex service packages? Can't set-up custom pricing based on product specifications? Send your excel to me and move it to Zoho! Focus on sales and less on admin work! Added 07.11.2022: -- For eligible clients, it's highly recommended to reach out directly! Added 17.09.2022: --It's annoying to see several Zoho Implementations not done right that customers end up wanting to get out of Zoho because the consultants or partners who did the initial set-up did not care about best practice. They lack essential organization, transactional, and master data relationship understanding. They are just focused on the technical solution but lack the functional knowledge and onsite experience. Technical expertise can get it done but it's not enough to scale up. Functional knowledge is equally important! Added 31.07.2022: --My certification is 17 years of on-site experience working in sales offices, distribution warehouses, and direct personal interactions with all levels of the organization in over 10 countries. I bring a perfect blend of business AND technical experience are required to determine the appropriate solution approach in a project. I'm your trusted Upwork Freelancer with over 12000 Upwork Hours and 500k+ earnings. A seasoned Marketing,Automation,ERP,CRM,Supply Chain consultant who travelled the world helping SME,start-ups, and MNCs and partnered with global consulting firms to deliver IT solutions. 1. Migrations between popular CRM/ERP applications (Zoho, Salesforce, SuiteCRM) 2. Roles: Business/Functional Analyst, Project Manager, Developer, Administrator, Digital Marketing Specialist. 3. Digital marketing consulting and set-up: Salesforce Pardot, Hubspot, Mailchimp 4. Zoho Books accounting valuation fixes. Focus areas for 2023: A: Zoho custom Integrations, Advance Zoho Development, Zoho FSM, Zoho One, Zoho Marketing Hub\Zoho Campaigns,Zoho Booking, Zoho Books, Zoho Subscriptions, Phonebridge, Zoho Flow, Zoho Projects, Zoho Desk, Finance Suite, Inventory, Creator, People, Recruit, Zoho Workdrive, Zoho Sheets, Zoho Writer, Zoho Analytics Integrations: Progression Live,Realtor.com, Zbuyer,homes, Zillow, Follow UP Boss, Sierra Interactive, Basecamp, B: Custom app: 1 CRM for Real Estate, Mortgage Brokerage, Tenant Management System, Referral and Commissions, Map parties involved in acquisition and sales transactions. 2 Field Service Management System, build a system that handles, work orders, scheduling, service entries 3 Claims and Expense Management and Approval System, 4 Asset Management System, track equipment installations, warranties, and service requests, with audit trails 5 Software subscription Management System,Track new subscriptions, renewal opportunities, and automated invoicing and payments, send automated e-mail responders, marketing and dunning emails. 6 End-to-end Marketing to Sales System, manage leads, track sales pipeline conversions 7 Complex invoicing and payment solutions, Build consolidated billing solutions with payment integration 8 Medical device sales CRM, track sales for complex customer organizations, and track equipment pilot tests for medical procedures. 9. Project management system to track milestones, task lists, sub-tasks 10. Healthcare industry solutions 11. Quote Builder C: Dashboards, Reporting; 1 Management Dashboards (Sales, Finance, Procurement) 2 Marketing Performance (Amazon Sales, PPC campaign ads effectiveness ) 3 Zoho Inventory Valuation Reports 4 Balance Sheet Reports D: Salesforce / Pardot Salesforce administration and development,Conga, Docusign, Dashboards, Analytics Studio, Widgets,Service Cloud, E-mail to Case, Web-to-lead, Salesforce Einstein Set-up Pardot Tracking, E-mail, DKIM, SPF Set-up, Prospects,Lead Sync,Landing Page, multivariate test,A/B Testing,conversion optimization,Intercom, Pardot Engagement Programs, Dynamic Lists E. ERP / EDI & OTHERS a. Business analysis,consulting,WRICEF,functional specification b. IT Strategy and roadmap,system application landscape c. IT Project Management Tech solutions: 1.Accounting Systems 2.E-commerce (Magento,WooCommerce,hybris, shopify) 3.Inventory Management 4.Ticketing system API and Integrations: 1. Worldpay, Paypal, Stripe, Forte, ACH Payments, Authorize.net, Afterpay, Adyen 2.Ring Central,Twilio,Phonebridge 3. Google Analytics 4.Zapier,mailchimp 5.EDI Implementations (DESADV,INVOIC),X12,EDIFACT format, SFTP, X.400 or AS2 6.FEDEX 7.KEAP 8.Ocrolus, Lexis Nexis, Instacover, 9.Zoho - Power BI via creator 10.Wordpress 11.Acuity 12.Jotforms 13. Calendly