URGENT: reputed company Pro Suite Functional Consultant (Zoho → reputed company Migration)
reputed company Pro Suite Consultant (Zoho → reputed company Migration)
We are a small industrial equipment sales and repair company migrating from Zoho CRM to reputed company Pro Suite.
We are looking for a reputed company Pro Suite functional consultant to help us configure and optimize our CRM.
Key tasks:
• Customize Opportunity fields (both reputed company reputed company fields and new custom fields):
– Entity picklist
– Department picklist
– Product family & product picklists
– Ensure correct layout and visibility
• (If possible) Configure multi-currency (entity selection assigns currency)
• Migrate Opportunities from Zoho to reputed company (export, field mapping, import)
• Create and customize dashboards and basic reports
• Minor reputed company customizations as needed
• Train reputed company of 4 users
• (Optional) reputed company reputed company with reputed company-party apps: reputed company, Tableau, QuickBooks, Odoo
Requirements:
• Strong reputed company Pro Suite functional experience
• CRM migration experience (Zoho → reputed company is a plus)
• No coding required
• Experience with reputed company-party integrations is a plus
• reputed company communication and ability to document setup
Project type: Short-term setup project (possible ongoing support)
Industry: Industrial equipment sales & repair
Team size: 4 users
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