Capsule crmdela

I need a professional who can effectively set up Hubspot CRM for my business. This includes: - Email integration: You will set up the integration, ensuring it works seamlessly with our existing processes. - Contact management: We want an effective way to track and manage our growing number of contacts. - Sales pipeline management: We need a system that will help us effectively track and manage our sales pipeline. The project should be well integrated with Zapier in order to efficiently automate our tasks. Key skills and experience: - Prior experience in setting up Hubspot CRM - High proficiency in using Zapier - Deep understanding of email set up and integration To be considered for this project, successful freelancers should include samples of their past work in their ...

...and customizing Odoo platforms for my business. My project focuses on three key areas: Accounting, Inventory, and Customer Relationship Management (CRM). Beyond these, I need a professional who can develop a new module tailored to my unique requirements. **Ideal Skills and Experience:** - Proficient in Odoo including Accounting, Inventory, and CRM modules. - Experience in developing new modules for Odoo. - Ability to customize Odoo platforms based on specific business needs. - Familiarity with Python programming. - Strong problem-solving skills and attention to detail. **Project Requirements:** - Implement the Accounting, Inventory, and CRM modules of Odoo. - Customize the modules to fit our specific business processes. - Develop a new module from scratch based o...

I'm in need of a CRM system - initially as a simple Excel format. I'm looking to start basic and then turn it into a comprehensive cloud-based CRM system over time. Key Features: CRM system where we can store customer information, identify their circumstances where we can help them with our wide variety of products. Product details insurance, Tax saving products, Real estate, Relocation - Contact Management: Efficiently store and manage customer information. - Sales Tracking: Monitor and record sales transactions. - Task Management: Keep an eye on various tasks and their progress. Design and Layout: I prefer a simple and minimalist layout that is easy to navigate. Reporting Capabilities: Initially, the system should generate task progress reports. Skil...

...communication software to create an advanced call center architecture. This system must support various interaction platforms and seamlessly integrate with our current CRM and ticketing applications, ensuring a dynamic and responsive customer service experience. Key Requirements: - Multichannel Support: Capable of managing customer interactions across phone calls, text messages, emails, and WhatsApp. - High Capacity: Designed to efficiently organize and distribute tasks among 300-1000 AI-powered or human customer service representatives. - CRM Integration: Must flawlessly connect with our existing Customer Relationship Management (CRM) and ticketing systems to provide a cohesive and uninterrupted service workflow. - AI Capabilities: Utilize Artificial Intelligence ...

In need of a skilled professional to integrate a CRM system with my existing software. This project will require proficiency in Node.js and React, as you'll be handling both the frontend and backend aspects of the integration. Ideal skillset includes: - Expertise in Node.js and React - Prior experience with CRM system integrations - Understanding of software integration principles and best practices. Your responsibilities will include feasibility checks, planning, integration testing, and post-integration support to ensure seamless functionality. Strong communication skills are essential to keep me updated on progress.

More details: Which custom function in Zoho Books do you want to change? Generate leads in Zoho CRM from Sales Order in Zoho Books What information from the Sales Order should be used to generate leads in Zoho CRM? Several datas that figures in Zoho SalesOrder Which specific data fields from the Zoho Sales Order do you want to include in the lead generation process? This question was skipped

I'm seeking an experienced web developer or team to craft a set of 15 high-converting landing pages for lead generation purposes. Pl...leads actively through effective call-to-actions (CTAs) **Design Directions:** - Cohesive aesthetic across all pages - Unique elements on each page to maintain user interest - Reflect brand identity consistently **Technical Expectations:** - Responsive design across devices **CRM Integration:** - Seamless integration with our existing CRM - Contact form submissions directly linked to CRM for immediate follow-up **Preferred Skills:** - Proficiency in web development frameworks - Strong design portfolio - Expertise in CRM integration - Demonstrable SEO knowledge I look forward to collaborating on creating these powerful c...

...the healthcare environment. Some of this information is coming from CRM and other Data Sources. Analytics and Commercial Excellence team is building a report and strategic cockpit informing about HCOs universe. This HCO report needs mapping information coming from this Salesforce Org to be able to cross invoicing and sales revenue data in the Datalake. Datalake is built based on an architecture in Azure serving as data provider of the reportingi. In parallel, our Content Management and Brand Managers teams are considering working with CRM Products and Content Groups in Promomats in the digital materials like AE and CLMs. This information is key from Commercial and Compliance point of view and must be integrated with Veeva CRM. This has to be tested in Sandbox before...

...the healthcare environment. Some of this information is coming from CRM and other Data Sources. Analytics and Commercial Excellence team is building a report and strategic cockpit informing about HCOs universe. This HCO report needs mapping information coming from this Salesforce Org to be able to cross invoicing and sales revenue data in the Datalake. Datalake is built based on an architecture in Azure serving as data provider of the reportingi. In parallel, our Content Management and Brand Managers teams are considering working with CRM Products and Content Groups in Promomats in the digital materials like AE and CLMs. This information is key from Commercial and Compliance point of view and must be integrated with Veeva CRM. This has to be tested in Sandbox before...

...**Engagement Strategy:** - Outreach will be conducted through strategic calling efforts, targeting potential customers with tailored pitches. **Ideal Skills and Experience:** - Proficiency in telemarketing and sales with a strong track record in credit card or financial product sales. - Excellent communication and persuasion skills, capable of engaging potential clients effectively. - Familiarity with CRM tools to manage leads and track engagement outcomes. - Ability to conduct market research to identify target demographics and tailor call scripts accordingly. - Experience in handling objections and guiding potential customers through the application process. By joining this project, you'll play a crucial role in expanding the reach of our credit card services. Our goal i...

Hello everyone, I need chatbot with the following ideas: 1- AI model for chatbot. 2- connect with CRM (I already have it) 3- Typing indicators 4- use of emoticons 5- Ability to recognize and treat multiple messages as one. 6- Contextual understanding If you have other ideas please give me you proposal Please send me you similar projects or POC if available. Thanks

...am seeking an experienced sales freelancer to sell my customer relationship management (CRM) software targeted towards auto repair shops. This CRM includes the following unique features which are tailored to auto repair shops: - Service Scheduling: The software allows for seamless scheduling of services, making it a breeze to manage service appointments. - Customer Communication Tracking: Track communications with customers in one place, making it easy to provide personalized customer vehicle service and repair reminders - Real-time Online Booking: Including a real-time online booking platform which simplifies the booking process for customers. The ideal candidate should have previous experience in CRM software sales, particularly in the automotive industry, and d...

I need a custom function developed within our Zoho CRM system that will streamline our process for managing and following up on contacts. Our primary goal is to automate follow-ups to ensure no potential lead falls through the cracks due to manual handling. Key Requirements: - Develop a custom function or workflow inside Zoho CRM that automatically moves contacts after 1 week from their initial entry into our system. - Upon moving the contact, the custom function should assign the contact to a different team member who hasn't previously dealt with the contact. This ensures fresh eyes and a new approach to every follow-up, maximizing our conversion potential. - The automation should seamlessly integrate within our current setup, ensuring no disruption to our existing wo...

...with the distinct branding of each service. - Integration with IDX for real estate listing displays. - Full SEO optimization to increase visibility. - Seamless CRM integration for managing customer relationships. - Dynamic landing pages aimed at lead generation, showcasing listings, providing information, and promoting services. - Advanced form building capabilities for inquiries and lead capture. **Ideal Skills and Experience:** - Proficiency in WordPress development and customization. - Experience with IDX integration and understanding of real estate websites. - Strong background in SEO strategies and tools. - Experience integrating CRM systems within WordPress. - Ability to create engaging, conversion-focused landing pages. - Skill in designing intuitive UI/UX. The pr...

I am in need of a skilled web developer to scrape an existing SRD (System Reference Document) gaming resource (that we own) and re-implement its content as easily navigable, searchable static web-pages. The source material is currently housed in a CRM system, dynamic in nature, but for the sake of accessibility and reliability, I want it migrated to a static format. The current system is no longer wanted to be maintained or paid for the dynamic system hosting. **Key Requirements:** - **Scraping Expertise:** The freelancer must be proficient in data scraping, capable of extracting game rules, character abilities, and items and equipment information from the provided source. - **Web Development Skills:** Proficiency in HTML, CSS, and JavaScript is essential. Experience with static ...

I'm in immediate need of an administration professional with a working understanding of Zoho CRM. My main priority is having assistance with sales leads; this will involve: - The execution of lead research and prospecting. - Meticulous lead qualification and nurturing. Beyond lead support, this role also includes: - Data entry and organization duties. - Management of my email correspondence. - Scheduling essential appointments. As this position demands seamless integration with my sales methodology, prior experience in supporting sales teams is beneficial. Strong proficiency in Zoho CRM, coupled with effective communication skills, will greatly increase your chances of success in this role. Unfortunately, I won't be able to provide any specific target market...

...virtual assistant on this project will not only handle my daily emails but also set appointments and handle email marketing, which includes planning and strategizing promotional emails to customers effectively. Proficiency in managing social media platforms will also be part of your role. Experience with crm is a must. Must speak fluent english. Must be available 8am - 4om est. Skills and Experience: - Strong data entry skills are mandatory as it forms the basis for all tasks. -Experience with crm systems - Proven experience in email management - Proficiency in appointment setting and email marketing -Fluent english speaker - Ability to manage and upkeep social media platforms. With your collaboration, I'm hoping not only to manage my time and business more eff...

We are ...risks of falling through spam filters. Responsibilities: Configure and manage domains and emails, ensuring high deliverability and validity by setting up TXT records, DMARC, etc. Improve and maintain email health, including the domain and email warm-up process to ensure maximum deliverability efficiency. Automate the email sending process, its scalability and ensure its seamless integration into CRM systems. Requirements: Experience in configuring cold email campaign campaign flows. Experience in configuring domain and email structures for cold email marketing. Ability to work autonomously, managing multiple projects with minimal supervision. Advanced knowledge in configuring email campaigns to avoid spam filters and improve deliverability. Ability to speak Spanish is...

...**Features and Functions Wishlist:** - **Customizable Dashboard:** Tailor-made to fit the unique needs of car dealerships. - **CRM Integration:** To manage customer relationships seamlessly. - **Website Builder & Templates:** Easy-to-use tools for dealerships to create their online presence. - **Chat GPT Integrations:** Implement AI to personalize customer interactions, generate reports, & more. - **Inventory Management:** Streamline the process of managing car inventories. **Target Audience:** - **Primary Focus:** Car Dealerships **Ideal Skills and Experience for the Job:** - Proficient in UI/UX design with a portfolio showcasing SaaS projects. - Experience in integrating CRM systems and Chat GPT AI. - Familiarity with creating customizable dashboards and i...

...knowledge of the luxury market, with an innate understanding of the needs and expectations of high-net-worth clients. Exceptional communication skills, with the ability to engage, persuade, and build trust with elite clientele. Strategic thinker with robust analytical skills and a knack for identifying opportunities for growth. Proficiency in utilizing state-of-the-art digital marketing tools and CRM software to streamline lead generation and management processes. Why Join Sièryne? Elevate Your Career: Be part of a dynamic team that sets the standard for luxury marketing. Impact and Recognition: Play a crucial role in expanding our presence in the luxury market, with competitive compensation and incentives to match your contributions. Creative Freedom: Sièryne value...

...IT industry. - Experience with tools and strategies that effectively target and engage potential clients interested in custom software development. - Capability to organize and deliver these leads directly into our CRM system for efficient follow-up and conversion. **Ideal Skills and Experience:** - Solid understanding of the Technology and IT sector, specifically around the needs for custom software development. - Proven track record of successful lead generation for technology-related services. - Expertise in using lead generation tools and software that can integrate with CRM systems. - Strong organizational skills to ensure leads are categorized for effective follow-up. - Excellent communication skills, with an ability to create engaging messages that resonate with po...

...follow ups and text messages. The industries are B2B as well as B2C. Your Main Responsibilities: *Set as many appointments with leads as you possibly can working 8 hours per day. (KPI is 150 calls per day) *Talk to leads, see if they may be interested in our services and qualify them (training will be provided) *Follow up with leads and interested prospects *Keep track of leads with a simple CRM *Schedule meetings for us (through Calendly) *Keep up-to-date reports The Ideal Candidate: --Superb English skills verbally & written (THIS IS IMPORTANT) --Willingness to learn from both SOPs and 1-on-1s. --Comfortable with frequent communication with the team --Must be trainable, and takes direction well --Existing experience in cold calling for other companies. (1+ years!) &n...

I'm seeking a proficient Odoo developer to implement and customize several modules, including but not limited to Sales and CRM, Accounting and Finance, and Inventory and Warehouse Management. The key tasks involve: - Implementing necessary modules according to business needs - Custom report generation for different modules - Integrating third-party systems seamlessly with Odoo - Customizing the user interface to enhance usability The expected timeframe for this project is 1-3 months. The ideal freelancer for this job would have extensive experience in Odoo development, including proficiency in Python programming, PostgreSQL databases, and front-end technologies such as JavaScript, CSS and HTML. Strong knowledge in creating and customizing Odoo reports, as well as integratin...

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We are looking for a programmer to help us build a CRM to simplify our processes. The CRM will have integrations with third-party APIs and our current billing software. It will also have internal user credentials with different levels of access and a client portal, with the possibility for them to make payments, and track and review their accounts. QUALIFICATIONS: Need to be knowledgeable in any framework of Node JS & PostgreSQL. High fluency in spoken and written English.

...day-to-day tasks, enhancing productivity and operational efficiency. **Requirements**: - Proven experience in AI and machine learning projects, specifically with GPT models. - Strong proficiency in Python and experience with API integrations. - Knowledge of speech-to-text technologies and their application in real-world scenarios. - Experience with developing applications for sales operations, including CRM integration and automation. - Familiarity with GPT Vision and its applications in content generation and social media. - Ability to work independently and in a team, with excellent problem-solving skills. - Strong communication skills and proficiency in English. **What We Offer**: - Opportunity to work on cutting-edge AI projects in sales technology. - Competitive compensati...

...territories. **Ideal Skills and Experience:** - Proven B2B sales experience in the retail industry. - Ability to communicate, present and influence key stakeholders at all levels of an organization. - Demonstrated ability to drive the sales process from plan to close. - Strong business sense and industry expertise. - Excellent mentoring, coaching and people management skills. - Experience in using CRM software for sales management. This role is perfect for someone who is passionate about sales, thrives in a fast-paced environment, and is looking to take their career to the next level by making a significant impact on our company's growth....

Hi! I am looking for someone who can help me implement certain features in my RISE CRM site. If you are not familiar with RISE CRM, this is RISE: This RISE site is going to be SaaS and will use this plugin for that: I want some help to create a custom plugin but also some customization of some existing modules. Here are some details about creating a plugin for RISE: https://risedocs

...name and keywords. Product Management: * Adding and managing products in the database. * matching of products and customers - Need to be able to Save Queries of the product database and link them to specific Clients. - Integrate Google Maps with Existing Location Data. Ideal freelancers should have a strong understanding of CRM functionality, have worked with Python (specifically Flask), PostgreSQL (especially psycopg2 for Flask integration), and have built-out CRM search capabilities. The ability to seamlessly integrate new features into the existing code is critical. I look forward to your qualified bids and collaborating with you soon. Contractor will sign an NDA and Intellectual Property Agreement. -- Please be prepared to submit: 1) A portfolio of projects done wit...

...preferably in the e-learning or education sector. Strong communication and interpersonal skills. A client focused professional with ability to listen and understand their needs and advise in their best interest A resilient team worker with the agility to find solution and deliver the edge A people person who thrives in bringing people together Interested in Tech and Innovation topics Familiarity with CRM software (Customer Relationship Management). Proficiency in LinkedIn automation tools, such as LinkedHelper, for efficient outreach PLUS: An established network of key decision makers, students and professional associations is a strong plus. PROJECT AUTONOMY The candidate should be self-sufficient and require minimal assistance in project execution. Ability to independently ...

I am in need of a freelancer with solid high-level expertise in leveraging for wor...solid high-level expertise in leveraging for workflow optimisation. - Task Focus: The primary task at hand revolves around optimizing my client onboarding process. It would require integrating steps, such as lead capture, follow-up communication, and collecting client information, into a seamless workflow. - Ideal Skills: Extensive experience in , in-depth understanding of CRM processes, client onboarding, workflow optimization, data organization, and communication. This undertaking aims at implementing a structure that supports an intuitive, efficient, and high-productive workflow. An ideal candidate would be someone who can design this system with future scaling in mind.

...updates on inventory levels, including incoming stock and items sold. - **User-Friendly Interface:** Should be easy to use for staff at different levels without extensive training. - **Reporting and Analytics:** Capable of generating detailed reports on inventory trends, helping in making informed decisions. - **Integration Capabilities:** Ability to integrate with existing systems such as sales, CRM, and accounting software to streamline operations. - **Security:** Secure access controls to ensure sensitive business data is protected. **Ideal Skills and Experience:** - Experience in developing or customizing inventory management systems for wholesale businesses or similar sectors. - Strong knowledge of database management and software engineering principles. - Proven track rec...

Significant experience with day-to-day technical management of the NetSuite platform. Knowledge and working understanding of CRM and Marketing Automation platforms. Strong NetSuite ERP and CRM Development experience. 5+ years with JavaScript. 3+ experience with SuiteScript 1.0 and 2.0, SuiteFlow, and SuiteTalk . Experience with integration of 3rd party applications. Strong understanding of semantic HTML / HTML5, CSS / CSS3. Ability to learn and use existing JS libraries. Existing experience with Node.js, Angular.js and Bootstrap.js. Ability to quickly adapt to new requirements and changing situations. Ability to work on multiple projects simultaneously. Quick learning, independent thinki...

This is our company crm , i want addons in this& my requirements are: I'm seeking a professional for integrating essential addons into an existing PHP project. These include but may not be limited to user authentication, a payment gateway, and an email notification system. The exact specifications are outlined in a document that will be provided upon initiation. REQUIRED SKILLS AND EXPERIENCE: - Expert knowledge in PHP - Proven experience with user authentication systems - Proven experience with payment gateway integration - Experience in setting up an email notification system - Familiarity in working with project specification documents APPLICATION REQUIREMENTS: Please include a summarised account

We are looking to buy a CRM application with source code, here are some key factors to consider: **Customization Flexibility**: Ensure the CRM offers enough flexibility for customization to fit specific business needs. **Scalability**: CRM application that can scale along with our business growth. Make sure the source code is structured in a way that allows for scalability without major rewrites. **Security**: Security is paramount when dealing with customer data. Look for a CRM solution with robust security features and practices. **Documentation**: Comprehensive documentation of the source code is essential for understanding its architecture, functionalities, and how to customize or extend it. Make sure the CRM provider offers clear and accessible...

I am in need of a skilled developer who can build a Class 5 switch with specific attributes. Key Features: - Call routing capability - Voicemail inclusion - Call recording The switch will be expected to handle high...attributes. Key Features: - Call routing capability - Voicemail inclusion - Call recording The switch will be expected to handle high volume traffic, i.e., over 500 calls per day. Furthermore, it should be integrated with a voip billing system Ideal Skills & Experience: - Significantly experienced in telecom and building Class 5 switches - Previous work with high-volume telecommunication systems - CRM system integration knowledge and experience Please include relevant experience and work samples in your bid. Only developers with proven track records will ...

...those with strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients What We Offer • Support & Resources: Whether you join as an Agent or a Partner, you'll receive the necessary tools, promotional materials, and support to succeed. • Training for Agents: Comprehensive training in our Customer Service and CRM systems. • Flexible Earning Potential: With our commission structures, your earning potential grows with your efforts. Ideal Candidate • Strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients • Excellent communication skills. • Motivated, with a dr...

...sales targets by effectively managing the sales pipeline. • Utilize CRM software to track all interactions with leads and maintain an organized workflow. Qualifications: • Some understanding of Computerized Maintenance Management Systems (CMMS). • A light understanding of facilities maintenance and work order management processes. • Proven sales experience with a track record of successfully closing deals. • Outstanding communication and interpersonal skills to engage leads and build rapport. • Ability to explain complex software systems in a clear and concise manner that is easily understandable to non-technical potential clients. • Highly organized with great attention to detail and follow-through. • Proficiency with CRM software t...

I am working with a unique version of Traccar, and in need of an experienced programmer who can carry out some specific functionalities: • Incorporating real-time tracking • Implementing Geofencing • Setting up alarm and notification features Please note, there won't be the need for integration with an existing CRM system, customized reports and analytics nor mobile app integration. However, I require someone adept at navigating different versions of Traccar and understanding the intricate requirements of this project. Demonstrated experience with similar projects would be highly beneficial.

...well-versed in ERPNext who can help me optimize my customer relationship management (CRM). The primary focus will be on inventory management, sales order management, and human resources management. In this project, you will: - Optimize the CRM module in ERPNext - Streamline inventory management - Improve the sales order management processes - Enhance the performance of human resources management The ideal candidate will be proficient in ERPNext and have a solid background in CRM. Experience in improving business performance through ERPNext is strongly desired. Please note that CRM integration is not required in this project. Your main responsibility will lie in improving and customizing features of the CRM module in ERPNext. If you have the necessary...

...reporting capabilities to track engagement, response effectiveness, and identify areas for improvement. - **CRM Integration:** Ability to integrate with our existing Customer Relationship Management (CRM) system for smooth information flow and better customer service. **Ideal Skills and Experience:** - Proficiency in chatbot development, particularly with natural language processing. - Experience with integrating messaging platforms like WhatsApp, Instagram Direct, and Facebook Messenger. - Familiarity with creating user-friendly drag and drop interfaces and implementing conditional logic. - Strong background in developing multi-language supported systems. - Expertise in analytics tools and CRM software integration. **Additional Requirements:** - Flexibility to in...

We are seeking a detail-oriented and proactive data entry specialist to assist us in compiling a comprehensive list of background check agencies. The primary responsibility of this role will involve conducting research on platforms such as Google, Just Dial, and other relevant listings to identify and gather details of background check agencies. The successful ...and proactive data entry specialist to assist us in compiling a comprehensive list of background check agencies. The primary responsibility of this role will involve conducting research on platforms such as Google, Just Dial, and other relevant listings to identify and gather details of background check agencies. The successful candidate will be responsible for entering this information into our CRM system accurately and ef...

I am seeking a professional to integrate an intuitive dashboard into my existing CRM system. The focal point of this project will be to monitor and visually display both the number of job setup and pertinent financial data from our workforce. Key Features: - Job setup tracking: accurately monitor and display the total number of jobs set up in real-time. - Revenue tracking: concurrently, the dashboard should efficiently track and project revenue generated from the workforce. Ideal Candidate: The perfect candidate would be an expert in CRM system integration with a focus on dashboard design and data visualization. A good grasp of data analysis, specifically related to job tracking and revenue monitoring, is key. If you can deliver a cohesive dashboard that seamlessly integr...

I require a Notion CRM tailored to my position as a Financial Advisor. The key features I need incorporated include: - Contact Management: The ability to organize and retrieve client contact details effectively. - Lead Tracking: Capability to monitor prospective clients, their interest levels and conversations. - Task Management: System to prioritize and manage daily responsibilities. Furthermore, I need this CRM to seamlessly integrate with my current workflow. This includes syncing with: - Email: Automate communications and store on CRM. - Calendar: Coordinate with task management for efficient scheduling. - Document Management: Connect with our data repository for instantaneous file sharing. Lastly, I need the CRM to manage and analyze the following dat...

I'm looking for a developer specialized in AI and CRM systems to enhance our existing custom-built CRM. Key tasks for the AI will include: - Performing detailed data analysis and generating predictions - Intelligently segmenting our customer base - Automating our lead generation process - Auto-draft proposed email response. The ideal candidate should be proficient in data analysis, machine learning, CRM systems, and programming languages necessary for the task. As the time frame is crucial, the developer should be ready to invest sufficient time to complete the project within a month. An understanding of our business model to effectively segment our customer base and generate leads will be advantageous.

We are seeking a developer specialized in Perfex CRM to create a custom module that will enable the addition and advanced management of images and files for items listed in the system. This enhancement aims to improve our ability to dynamically present and share product information. Project Details: Custom Module Features: main_image: A field for assigning a main image to each item. This image will be used in various contexts, such as quotes and invoices. image_gallery: A field to build an image gallery for each item, accessible for viewing and editing. attached_files: A field for attaching various files (PDFs, videos, etc.) to items, enriching the content available to users. Module Requirements: An intuitive user interface for uploading, viewing, and deleting images and files. ...

...understanding of non-profit success pack (NPSP) customisation and external integrations. I want to use this CRM for a charitable Wealth Management practise that is dealing in Sales of Financial Products Key Tasks: - Import and Update Leads - Push Sms and Email - Capture Personal Data - Capture Financial Product requirement using Ticketing system - Capture Sales and track Execution Stage - Capture Revenue due and paid - Send reminders/greetings/dues notification by email/sms Ideal freelancer skills and qualifications: - Proven record in Salesforce CRM customisation, specifically NPSP. - Expertise in integrating platforms with MSG91 for both email and SMS capabilities. - Comprehensive understanding of CRM platforms and their functionality. - Good communication ski...

I'...knowledge and answering any questions to encourage sales. **Ideal Skills and Experience:** - Native-level proficiency in German. - Experience in sales or telemarketing roles, particularly within call centers. - Strong communication skills and the ability to follow a script closely. - A pleasant and engaging phone presence, with the ability to persuade and inform potential clients. - Familiarity with CRM software is a plus, as tracking calls and client information accurately is crucial. The ideal candidate will have a track record of successful sales or telemarketing experience, with specific skills in building rapport with clients and closing sales over the phone. If you are motivated, articulate, and ready to contribute to our team's success, I look forward to rece...

I'm seeking an experienced Salesforce developer to construct a versatile lightning record feature for our CRM. This component should not only support basic functionalities such as creating, updating, and deleting records but also allow users to attach, view, and manage documents directly within each record. The key aspects of this job include: - **Core Functionalities**: Develop a lightning record with the capabilities to create, view, update, and delete records seamlessly. Integration of an attachment feature is crucial, enabling users to attach PDFs, Word documents, and images to any record. - **Design Preferences**: A keen eye for design is necessary. The lightning record should embody a clean, modern aesthetic yet remain customizable to fit our brand's evolving needs...

...leads in conversation to determine their level of interest and qualification as potential clients. Qualify leads based on established criteria and identify those ready for immediate assistance from a real estate agent. Provide live transfers of qualified leads to real estate agents, ensuring a seamless transition and timely follow-up. Document all interactions and lead details accurately in the CRM system for future reference and tracking. Meet and exceed daily and weekly call volume and lead transfer targets to support the brokerage's growth objectives. Collaborate closely with the real estate team to provide feedback and insights on lead quality and opportunities for improvement. Requirements: Must speak English fluently. Proven experience in outbound calling or telemark...