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 Apply tot his job
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