
Project scope
Categories
Cloud technologies Operations Project management Information technology Software developmentSkills
ibm system p business process business requirements scalability system optimization zoho office suite customer relationship management user guideAxis Meter Solutions Corp. is looking to enhance its customer relationship management by optimizing its existing Zoho CRM system and related Zoho products. The goal of this project is to design and implement a streamlined, scalable CRM system that aligns with the company's business needs. This involves understanding the current setup, identifying areas for improvement, and configuring Zoho Books, Zoho Projects, Zoho Inventory, and Zoho Desk to work seamlessly with Zoho CRM. The project will provide learners with the opportunity to apply their knowledge of CRM systems and business process optimization. Learners will work closely with the company's founder to ensure the system meets real-world business requirements and supports future growth.
The deliverables for this project include a comprehensive report detailing the current CRM setup and identified areas for improvement. Additionally, learners will provide a fully configured and optimized Zoho CRM system, along with integrated Zoho Books, Zoho Projects, Zoho Inventory, and Zoho Desk modules. A user guide and training session for Axis Meter Solutions staff will also be delivered to ensure smooth adoption and ongoing use of the system.
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
Axis Meter Solutions is a company focused on utility sub-metering and energy management for multi-family and commercial buildings.