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So Cloudy – Zoho Workflow Automation
LANCERProject Description
So Cloudy: Steadfast Solar Zoho CRM focuses on configuring and customizing Zoho CRM to support structured user access, sales operations, and communication workflows. The project involves setting up user roles, customizing CRM modules, and integrating SMS functionality to streamline sales interactions and internal CRM processes.
Scope Of Work
The client required assistance in setting up and customizing Zoho CRM to manage users, sales activities, and communication workflows more effectively. The project involved defining user roles, permissions, and hierarchy to control access across the CRM. It also included customizing CRM modules, layouts, buttons, sales pipelines, and workflows to support sales operations. Additionally, the scope covered integrating SMS functionality using Telnyx, along with configuring Deluge scripts and buttons to enable SMS communication with CRM contacts.
Our Solution
We delivered a structured Zoho CRM implementation to streamline user management, optimize sales workflows, and enable SMS communication within the CRM. The solution focused on customization, automation, and secure access control to support efficient sales operations.
- Configured user roles, profiles, and permissions with a defined role hierarchy
- Customized Zoho CRM modules, layouts, and buttons to align with sales processes
- Set up sales pipelines within the Sales module
- Implemented workflows to automate CRM activities
- Integrated Send SMS Telnyx with Zoho CRM contacts
- Developed Deluge scripts for SMS functionality
- Configured CRM buttons to trigger SMS actions