Contents
- Boat Ecommerce and Email implementation
- Ring Central eFax Implementation
- Auto Fill Insurance claim PDF
- Survey form PDF
- WholeSaler (For Flight Booking) Accounting System
- ZOHO CRM Campaign integration with Wordpress website
- ZOHO Buttons customizations in ZOHO CRM
- Data Migration from Quickbooks to ZOHO books
- Cargo and Courier services Implementation using ZOHO CRM and Creator
- CRM processes setup for a custom home modifications company
- ZOHO Creator solution for a Roofing company
- Process automation for Loan purchasing company using Zoho CRM and Creator
- Process Automation for a Real Estate company using Zoho CRM, Creator, Sign and Analytics
Boat Ecommerce, HTML to PDF and Email implementation
- We created form in ZOHO creator
- Created intermediate gateway for converting HTML to PDF
- Used PDF crowd WEB API services to convert HTML to PDF
- ZOHO form was sending data to our intermediate gateway
- Intermediate Gateway was sending to PDF Crowd
- And then Gateway was sending an email to client
- Worked on ecommerce quote based on input parameter for boat
- Development was done in ZOHO creator
Ring Central eFax Implementaion
- Setup Ring Central for Ougoing fax
- Created App in ZOHO creator
- Created FORM and connect to lead form
- Generated PDF and send form to ring central email
- Provided a feature to send bulk eFax, like select 50 leads and then send fax to all 50 leads
- Show the summary status
- Implemented for three location, so three apps for the same company
Auto Fill Insurance claim PDF
- Created an Insurance claim form in ZOHO creator
- It was having more than 100 fields, so we have to create sub form
- Have to use proper validation
- PDF forms were required to be 100% perfect
- ZOHO were not allowing to upload fonts, so we have to use intermediate gateway and use PDF Crowd
- ZOHO form is sending data to Gatwway, and Gateway to PDF Crowd and then we are receiving PDF in ZOHO
- We created three complex forms and 2 PDF, main challenge was to follow compliance and provide 100% pixel perfect form
Survey form PDF
- Created 12 Complex forms, some forms were having more than 200 fields
- It was required to generate PDF based on SITE name
- PDF were having more than 20 photos
- Client was looking to complete all work within 10 days
- We took the challenge and delivered all work within assigned time frame
- We used ZOHO creator and used all features of ZOHO for generating PDF
- Goal was to deliver 100% perfect within timeframe
WholeSeller (For flight booking) accounting system
- Created a form to add passengers, add itinerary in text form, allow to enter all customer charges, published commission, added commission, WholeSaler commission, Internal Agent Commission, Internal Sales Agent Commission, Outside Agent Commission
- Created a subform to capture vendor cost, vendor tax and vendor fee data
- Displaying Netprofit
- Created more than 15 reports to display pending vendor entries, commission payment due, expected commission from vendor
- User friendly dashboard, See dashboard in next PPT

ZOHO Buttons customizations in ZOHO CRM
Following are the CRM custom "Buttons" we implemented for our customers
- Create new Quote from Account
- Create new Sales Order from Account
- Convert Quote to Sales Order
- Convert Sales Order to Invoice
- Update account information using Invoice
All of the above buttons are added on relevant screens
Data Migration from Quickbooks to ZOHO books
- Written scripts to convert QB exported Journal Entries to input file of different type of transactions
- Import data for all type of transactions.
- Once import is done, we do reconciliation for bank, payable and receivable.
- Tallied P&L, Balance Sheet and other financial reports with Quickbooks reports.
- Done data migration for number of years
Cargo and Courier services Implementation using ZOHO CRM and Creator
- Leads collected through website for only shipping or shopping and shipping
- Leads converted to Deals after discussion/mail with customer.
- Created mobile app to receive items from vendor using scanner, there is also provision to receive items through Creator.
- Shipping sales order created for all the items.
- Printing labels for packages including barcode.
- Receiving Items at destination using mobile app scanner
CRM processes setup for a custom home modifications company
Managed different stages of process as follows
- - Appointment Setting, Home visit, Send Estimate, Follow Up with client for approval, Closed Won or Closed Lost
Provided mechanism to send SMS and mails for follow up
Generated tasks for employee to remind him to send Estimate and get approval
Once payment is made, created project folders in zoho docs, to keep related files
ZOHO Creator solution for a Roofing company
- Prepared multiple forms to collect information and print templates
- Provided option to create Lead from Creator
- Provided buttons in form reports, for printing, cloning and sending emails
- Provision is given to take signature on mobile app
Provided buttons in form reports, for printing, cloning and sending emails

Printing Template

Process automation for Loan Purchasing company using ZOHO CRM and Creator
- Created a big form (Questionnaire) to collect information of borrower and loan. In this form there were many validations and calculations.
- Created a closing checklist. This was used to make sure all required processes are fulfilled and required documents furnished. There were fields in this checklist which were either dependent on values from other form or derived from other form.
- Created CRM dashboard which was populated from the reports of ZOHO creator.
- Provided Creator forms to edit in CRM. Kept data in sync, while gave option to edit data in Creator and CRM both.
- Some screenshots given in below slides for reference
UW Questionnaire

Closing Checklist-1

Closing Checklist-2

Process Automation for a Real Estate company using Zoho CRM, Creator, Sign, Analytics and Campaign
- Setup organization wide hierarchy using Roles. Different roles can have access to different records. For example, a Sales Manager can access all the Sales Reps'
- Dashboards for CEO, Sales Manager, Agents, where we show charts so they can view performance, progress at once.
- Alerts and reminders for different roles. For example Agent receives alert when buyer signs agreement, when JV sent out, when received new lead etc.
- Sending SMS and Campaigns about new real estate properties to their respective buyers.
- Using Zoho sign and CRM integration getting JV and Agreements signed by buyers and other parties.
- Used Blueprint to validate and assure checklist of required documents are in place before moving to next stage of deal.
- Created buttons for sending SMS, Agreements and Campaigns
Dashboard sample

Blueprint

Button for sending Agreement, SMS and Campaign

Process Automation for a company who is in business of Background check, Drug Test, Driving records of truck drivers. Used Zoho CRM, Creator, Books, Analytics and Campaign
- Used PHP, Zoho CRM, and Books integration so on portal user can see his driving record, invoices etc.
- Prepared numerous reports in Analytics i.e Sales reports, Profit and Losee, Invoice details etc.
- Did Order management in creator.
- Did drip campaigns for new customers, probable customers. Also did social campaigns
G tools (Company name changed for privacy): Process automation for a sales company who is selling products through multiple channels. Used Zoho CRM, Books, Creator
- Integration of Amazon, Shopify to Zoho books and CRM for accounting and inventory purpose
- Customer visit application in Creator. Application is used to record customer visit details of sales staff.
- Zoho CRM used for purchase and sales orders. Sales reports prepared in Analytics shown here in CRM.
- Zoho books used Invoicing, Sales order. Profit and Loss, reconciliation etc
Co. AdOL(Co. name changed for privacy): Company provides site construction safety trainings to worker, supervisor, and managers. Used Zoho CRM, Creator, Analytics and Books
- Profile and roles creation, to manage access of relevant information only.
- Pulling leads from website, yahoo, hotmail
- Preparing proposal/Quotation for training. Very helpful feature for sales people of company
- Sales goals and optimization
- Dashboard for potential forecasting of income
- Graphical reports in Analytics
Forecasting report for AdOL

Video Links
- Video for "Ring Central eFax" Implementation Zoho Ring Central eFax
- Video for Auto Fill Insurance claim PDF Zoho Auto fill PDF
See what client Says about us for ZOHO projects
Create a Gateway for converting ZOHO's HTML file to PDF
Feb 2018
5.00
My experience with SNS was completely awesome. The guys are very professional, they are pretty much ALWAYS available (at most hours of the day / night), they are great workers, they fully understood my brief and worked hard to achieve the goal set
I would recommend them to anyone with any IT/ web-related issues
Great team!!
Client feedback for ZOHO projects - continue ..
Zoho Creator Application to PDF Document Auto Fill Requirement
Jan 2018 - Feb 2018
5.00
Working with Sandeep and his team was an enjoyable experience
He/ they are available at almost any time of the day to discuss the details of the project further
Their work is very precise and their experience really does shine through
I would highly recommend SNS / Sandeep to anyone with any sort of web-based requirements
We would definitely use again for future tasks/ projects
THANKS SNS/ SANDEEP
Client feedback for ZOHO projects - continue
Patryk Jendroska
Patryk JendroskaOperations Manager at WalaLight
Sandeen Gunta is on top of his game he knows what he is talking about very helpful. Gets projects finished on times.
John Donoghue
John DonoghueSales Manager at E-Cigarette Industry
I am working with Sandeep and his team on a few projects with regards to our business. I can honestly say that he and his team are the best set of developers that we have worked with to date. He is very professional, very precise ecise and is always around to assist and discuss problems.
Since starting our working relationship, everything I have asked of him has been done, without issue.
Sandeep does not know the words - No, Cannot, Won't or Impossible...
He only knows - Yes, Can, Will Do and Everything is Possible!
I cannot recommend Sandeep and SNS enough. Any problems, speak with these guys!
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Client feedback for ZOHO projects - continue ..
Create Dynamic Form and PDF Output Using Zoho Creator
Member: Sharda
5.00
Sandeep, Sharda and team did a real great job on this project. They were able to complete the project in a very short timeframe, despite the difficulty and complexity of the work. Sandeep was available and open to take calls even at night and on the weekends. He was also very cooperative and open to making changes to features at our request. He and his team transitioned us to a bug tracker that he and his team, which made following up with troubleshooting, some bugs and adding features very consistent. Sandeep was open to and encouraged honest feedback throughout the project, and was able to improve his team's delivery based on the feedback. Very much recommend working with SNS.
April 2018
Set up Zoho email campaigns
Member: sandeep g.
5:00
The communication, the quality of work is unparalleled! Great support and a great team to work with!
Client feedback for ZOHO projects - continue ..
Zoho CRM Expert Needed
5.00
Jan 2020
Sandeep was extremely helpful and reachable. He answered any questions I had at almost any time of the day. He got the job done quickly, and did not accept anything less than satisfaction from his client. We will definitely be working with him in the future!
Zoho Custimization
5.00
Sep 2019
These guys are very good. We have worked with three other Zoho contractors on Upwork only to be taken advantage. These guys get the job done.
ZOHO CRM Configuration
5.00
May 2019
SNS provide us excellent support with ZOHO configuration. They are very professional and reliable