Romain B.

Zoho One Environment: CRM, Books, Flow, Analytics, Campaigns, Desk, Creator, Sign, Cliq, Bigin, Projects, Writer, People, SalesIQ..etc

Delivery of Zoho Solutions, Multi-sector: Implementation of tailor-made Zoho solutions for a varied clientele, including law firms, driving schools, manufacturers of biochemical products, real estate agencies, and energy sector companies.

Greenfield Migration, Data Import and Restructuring: Management of complete migrations to the Zoho ecosystem, import and restructuring of data from Excel files or old CRMs, carried out from A to Z.

Deluge Scripting, Workflows, Blueprints, Process Automation:

Design and implementation of advanced automations via the Deluge language, Workflows, and Blueprints to streamline processes, eliminate manual tasks, and increase operational efficiency.

API and iPaaS Integrations: Practical expertise in API integrations with Make (Integromat), Zapier, Zoho Flow, and n8n, including data mapping, error handling, and orchestration of scalable workflows for ERP systems.

Zoho CRM Customization: Improvement of the user experience in Zoho CRM by creating custom fields, modules, layouts; configuration of intuitive views, validation rules, and conditional fields.

Zoho Analytics, Custom Indicators & Dashboards: Creation of key indicators (KPIs), custom metrics, and visualizations (charts, graphs, pivot tables); construction of interactive dashboards with cross-data sources, advanced formulas, and trend analysis for actionable insights.

Managing a team of six developers + one designer:

Presentation of the project and main features to the team.

Writing project documentation.

Resource allocation for ongoing projects.

Client Meetings:

Listening and understanding client needs.

Proposing and explaining IT solutions.

Accompanying the client throughout the project.

Presentation and debriefing of the final product.

Excel – VBA Macros Example: Automation and export of data from an Excel sheet to generate a PDF file and send emails.

Google Apps Script Example: Automation of detection of newly imported data, data processing, and sending notifications.