Find projects

Discover and match with projects from real companies

Axis Meter Solutions Corp.
Charlotte, North Carolina, United States
President
Project
Academic experience
120 hours of work total
Learner
Anywhere
Intermediate level

Project scope

Categories
Cloud technologies Operations Project management Information technology Software development
Skills
ibm system p business process business requirements scalability system optimization zoho office suite customer relationship management user guide
Details

Axis 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.

Deliverables

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.

Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

About the company

Company
Charlotte, North Carolina, United States
0 - 1 employees
It & computing, Technology

Axis Meter Solutions is a company focused on utility sub-metering and energy management for multi-family and commercial buildings.