We are seeking an experienced CRM specialist to support our organisation in transitioning from Zoho CRM to Monday.com. The ideal candidate will not only migrate data accurately but also design a streamlined, user-friendly structure on Monday.com that enhances our workflow and automations.
Scope of Work:
Data Migration: Transfer data from 4 separate organisations currently set up in Zoho CRM into Monday.com. Ensure all accounts, contacts, and leads are preserved and mapped correctly. Create a structure that allows tagging of account type, contact role, lead source, etc.
Email Integration: Set up IMAP email integration for at least 4 email addresses, ensuring smooth communication tracking within Monday.com.
Automations & Workflows: Rebuild and optimise all existing pipelines and automations from Zoho within Monday.com. Set up reminders and notifications (e.g. when an account hasn’t ordered recently, or when a client follow-up is due). Ensure automation rules reduce manual admin and improve response times.
Order Processing Pipeline: Transition our existing B2B order pipeline into Monday.com, with all stages and detailed deal/order information. Structure the pipeline in a Kanban style view for clear, visual progress tracking. Recreate and enhance automations for alerts to customers, fulfilment partners, and internal teams.
Requirements: Proven experience with Zoho CRM and Monday.com, particularly in multi-organisation data migration and workflow design. Strong understanding of CRM structuring for B2B businesses. Experience with email integrations (IMAP) within Monday.com. Ability to replicate and optimise existing Zoho pipelines and automations in Monday.com. Attention to detail and ability to ensure smooth, disruption-free transition. Good communication skills and willingness to provide recommendations on best practices.
Deliverables: Fully migrated and functional CRM system in Monday.com. Customised, easy-to-use dashboards and Kanban-style pipelines. Email IMAP integration for at least 4 accounts. Automated notifications and reminders tailored to our needs. Documentation and handover support.
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