Organization operating in the Financial services domain in the US, providing wealth management
Conducted a process walkthrough to gain an understanding of Client's current operations
Developed an application integrating various modules in Zoho One suite that would serve as an integrated operating framework for similar businesses
Customized the various modules within Zoho One and configured automation and enhancement s to increase efficiency for the users
Integrated third party applications such as Red Tail CRM to ensure effective campaign rollout and response management
Developed forms using Zoho Forms to obtain customer information such as risk tolerance among others. Integrated Forms with CRM to record customer responses
Created a series of report s using CRM and Analytics t hat would provide visibility to customer information to t he users