Zoho One for financial companies
Recently we had two projects from financial companies: private equity management and selling diamonds with blockchain currency.
Zoho CRM implemented GDPR and security rules for data management. It means it is also secure for financial companies.
Client
Private equity management company
Blockchain company
Our Task
Task
Zoho CRM setup, configuration and data migration from Salesforce: web forms, workflows, blueprint for leads management, custom buttons, custom functions
Zoho Sales IQ – chat, coding, analytics
Zoho Campaigns
Zoho Analytics
Zoho Projects
Zoho Cliq/Slack integration
Gsuite integration
Skills Involved
Skills
- Zoho CRM
- Deluge
- HTML
- CSS
Digideo
Digideo
