Zoho Sales-to-Operations System Implementation – Phase 2 Initiation Payment

Description

Build a clean, automated sales-to-operations engine inside Zoho.

Zoho Sales-to-Operations System Implementation – Phase 2

This payment covers the 50% initiation deposit for your Zoho Sales-to-Operations System Implementation (Phase 2), focused on creating a structured, automated workflow from closed deals to project delivery.

Invoice details:

• Total project fee: $6,100
• 50% due at initiation: $3,050
• 4% credit card processing fee: $122
• Total charged by card: $3,172

Scope includes:

• Zoho Projects template architecture and configuration
• Project phases, milestones, and task structure
• CRM to Projects workflow automation
• Data mapping between Zoho CRM Deals and Zoho Projects
• Sales to operations handoff process
• Standardized project lifecycle (contract → engineering → permitting → installation → inspection → PTO)
• Automated email notifications and internal alerts for key business events
• Workflow testing, validation, and system refinement
• Documentation and walkthrough session for your team

Key outcomes:

• Reduced manual handoff errors between sales and operations
• Improved visibility into project timelines and milestones
• A more consistent, scalable project management structure
• Automated communication across key stages of the business

Assumptions:

• Client provides Zoho access, business requirements, and timely feedback
• Client confirms pipeline stages, field requirements, and user roles as needed
• Timeline depends on responsiveness, access, and feedback during implementation
• Work is completed within agreed scope and platform capabilities

What happens next:

• You’ll receive a confirmation email after payment
• We’ll coordinate access to your Zoho environment and confirm project details
• Implementation will begin once access and requirements are finalized
• A walkthrough session will be scheduled upon completion

Important notes:

• This payment is for the 50% initiation deposit only
• The remaining 50% will be due upon substantial completion
• Credit card payments include a 4% processing fee
• Payment confirms authorization to begin work on Phase 2
• GreatSun Consulting is not responsible for platform limitations, data migration issues, or downstream business outcomes