Crm 2016 add indela

Potrebujemo programerja za občasne dodelave v okolju Microsoft dynamics CRM, office 365 z bazo Microsoft SQL. Plačamo po urnih postavkah.

I'm in need of a reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, espe...

I'm seeking a lead generation expert with experience in the pharmaceutical, chemical, healthcare, API and nutraceutical industries. The primary goal of the project is to generate new business opportunities through phone-based outreach. Key Responsibilities: - Conducting market research to identify potential clients within the specified industries - Initiating contact with decision-makers through phone calls to introduce our services - Qualifying leads and setting appointments for our sales team - Building and maintaining a database of potential clients The ideal candidate should have: - Proven experience in B2B lead generation, specifically within the pharmaceutical, chemical, healthcare, API & nutraceutical sectors - Excellent communication and interpersonal skill...

I built this web page: I've started building a new web page but I need these links added in and styled: EE Event: Music & The Spoken Word + Temple Square Tour: Open House:

...Business API. The chatbot should have automated responses, user data collection and CRM system integration. I am also open for integrating any Opensource projects or any relevant suggestions Key requirements: - Design and implement a visual flow builder for WhatsApp Business API - Develop the chatbot with Node.js - Implement automated responses and user data collection features - Integrate the chatbot with CRM systems for seamless user data management - Ensure the chatbot is user-friendly and intuitive to use on the WhatsApp platform. Ideal skills: - Proficiency with Node.js and a solid understanding of JavaScript - Experience in building chatbots, specifically for WhatsApp Business API - Prior experience with CRM system integration - Excellent problem-s...

I'm in urgent need of a professional web developer with experience in creating automation tools. We're looking to build a sophisticated website and dashboard, which will be later integrated with API and MySQL. The final product should be a robust, blockchain-based automation platform. Key responsibilities include: - Building a website and dashboard from scratch - Implementing blockchain technology for automation - Ensuring seamless integration with API and MySQL The ideal freelancer should have: - Extensive experience in web development, particularly in creating automation tools - Proven track record in implementing blockchain technology - Strong understanding of API and MySQL integration - Ability to deliver high-quality work within a short t...

I am seeking an experienced Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a spe...

I have a XenForo 2.2.x forum and I'm seeking an experienced XenForo developer to install a specific add-on for me. Key requirements: - Install a Node Icons Add-On: I need a simple add-on that allows me to change forum node icons in add-on link - Test the installation: Once installed, you need to ensure the add-on works correctly and the changes to the node icons are reflected as expected. - After the successful installation, you'll need to provide me with a detailed step-by-step guide on how to install this add-ons on my own in the future. The guide should be clear and easy to follow, even for someone with limited technical knowledge.

I have a Google document with incomplete data that needs to be cor...mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work examples are required for consideration - pl...

...skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lead generat...

I'm in need of a reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, espe...

Hey guys, i need very small help, i use this plugin Loan Comparison its wordpress plugin, what i need its just Add a button, Let me explain to you. in Settings To add banks, there is a just 1 link opition, its to Apply Now when i add link there i see it like here What i need its to add another opition to add any other link, when i add it its show me another button under Apply Now, pls look to this site and go down a littel you will see 2 Claim Read Review i need just to add Read Review button :) i need it now

As the client, I am search of a seasoned virtual assistant to support me during typical work hours, 9am to 5pm (UTC +1). The ideal candidate will possess the following expertise: CRM MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flaggi...

I am in need of a skilled developer to create a B2B digital gift card platform. The platform will have a variety of features including user registration and login, gift card selection and customization, and payment integration. Additional Features: - Gift card balance tracking: This is a crucial aspect of the project. Users should be able to easily track their gift card balances. - More: I'm also interested in potentially integrating more features as the project progresses. API Integration: - Gift card vendor APIs: It will be essential to integrate various gift card vendor APIs to ensure a wide range of choices are available. - Payment gateway APIs: Payment integration is a core feature. The platform should be able to accept various forms of payment securely. - Custo...

I'm in need of a skilled WordPress developer who can help me in optimising my WordPress site, https://feufo.com. I require a comprehensive set of services that include: - Speed Optimisation: My website needs to load faster. This includes improving the page load time, optimising server response time, and minimizing browser render time. - SEO Optimisation: I need to enhance my website's SEO with a focus on keyword research and optimisation. In addition, I'd like assistance in creating a privacy page on my website. This page should clearly outline the privacy policy of the site and be in line with current legal requirements. Ideal candidates for this project should have: - Proven experience in WordPress site optimisation - In...

Description: We are currently seeking a dynamic and motivated freelance cold caller to join our team and assist in prequalifying low-income prospects for our revolutionary no-cost health benefits program. This is an excellent opportunity for individuals who are skilled in high-volume cold calling and have a passion for helping others access essential healthcare services. Responsibilities: -Make outbound cold calls to potential prospects to prequalify them for our no-cost health benefits program. -Conduct approximately 100-200 calls per day with a focus on efficiency and effectiveness. -Engage prospects in a professional and empathetic manner to gather necessary information. -Use qualifying questions to determine eligibility based on income level and current health c...

I require a skilled Odo...skilled Odoo specialist to streamline and automate various CRM tasks in my business. The specific activities include: - Contact Management: Enhance existing functionality to include custom fields and triggers, to cater for more personalized relations with our customers. - Email Marketing: Implement an automation system that will optimize our efficiency in reaching out to our vast clientele. - Sales Tracking: Initiate an automated sales tracking system within Odoo that will simplify the sales management process. Ideal Skills & Experience: - Proficient in Odoo software - Experience in automating CRM tasks - Knowledgeable in programming custom fields and triggers - Prior experience in setting up email m...

...experience in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experience programming in Deluge. - Profic...

...of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of the contact view in Laravel. 8. Adjust calendar functionality to match design specifications in Laravel. 9. Ensure tasks are displayed on the task list page in...

More details: Which version of Excel are you using? Excel 2016 What type of data processing do you need? Data sorting, Data filtering What specific criteria will you use for sorting the data? Numerical order It is required to set up a script that will process an Excel file every day, filter the file according to an algorithm and leave the necessary data in the file.

I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!

I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we w...

...for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the CRM, instead the...

I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Stron...

I'm in need of a diligent data entry specialist for my remote position. - Your main responsibility will be to input and maintain data in our custom CRM or database software. The average workload will consist of 100 to 500 entries per day. The job is part-time, offering flexible hours and the convenience of working from home. Ideal candidates should have: - Excellent typing skills - Strong attention to detail - Proficiency in data entry software, particularly in a CRM or database context - Good time-management skills Your expertise in data entry will help us keep our records up to date and running smoothly. Your dedication and precision are key to ensuring we maintain high data quality standards.

I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is crucial to the project'...

...research, and other recurring tasks. I am a fast, reliable, and trustworthy online worker. I helped many startups, entrepreneurs, and business owners achieve their business goals in the past. I am an excellent communicator with sublime linguistic skills, and attention to detail is my key skill. Ill follow your instruction for the letter and get back to you with fantastic results. Here are the services I offer: Data Entry Data Mining Excel Data Entry CRM Data Entry Data Scraping Copy Paste Work Data Conversion Shopify Product Listing WordPress Data Entry PDF to Excel or Word JPEG to Excel or Word Typing in Excel or Word E-commerce Products Listing Web Research and Web Scraping Please read the reviews from my previous clients where they speak a...

READ CAREFULLY - THIS COULD BE A LUCRATIVE OPPORTUNITY FOR THE RIGHT PERSON OR AGENCY We're looking for a talented and passionate AI enthusiast / specialist to work along site us catering to our clients About Us: We are a leading AI solutions agency based in London, UK, specializing in AI services tailored for small to medium-sized businesses (SMBs) across the UK and Europe. We are currently seeking a highly motivated individual or agency to collaborate with us in setting up these systems for our current clients. About You: Technical Skills: - Experience with cloud-based AI platforms (e.g., Dialogflow, Rasa, Bland AI, Open AI, Pipedream, Make, Zapier etc) - Strong understanding of natural language processing (NLP) concepts - Familiarity with API integration...

I am seeking a skilled developer to customize our existing Worksuite CRM and develop a companion mobile app for both IOS and Android. Key Customization Features: - User Interface Redesign: The interface needs a fresh look. This includes a color scheme update, font style change, and layout modification. Please provide examples of similar projects you have completed and detail your experience with Worksuite and mobile app development.

Hi, As discussed i have understood the requirement for powerapps creation with sharepoint list as backend database. The mutiple roles will be implemented using sharepoint group our master sharepoint list have all approvers level/department wise. Cost : 7000 Rs My Profile: -- 13+ years of experience with with different SP versions -SP Online/2019/2016/2013/2010 -- 3+ years of experience with power platform Power automate, PowerApps. -- worked for Sharepoint migration from on-premise to online using sharegate and microsoft tool. -- worked with power automate desktop for scraping data and excel automation. -- Worked with Nintex Forms and flows -- Experience with SPFx, ReactJS, JavaScript, jQuery, Typescript, REST Apis, Webhooks etc. Looking forward for your response. Rega...

...existing iOS application is built in Swift and I'm looking to add a new functionality. The app currently utilizes the LIDAR sensor available in Iphone 12+. It allows user to take picture which also saves depthmap and other variables such as distance from phone to the object in the center of the screen and etc to the files app. I would like you to: - Instead of saving the image,depthmap and other variables (current in a json file) in the files app - Send the images and other data to a server via HTTP post request, and display the received processed image back from the server on the screen along with other data as well. Budget is only $150 as this is a 3 hours work max. Ideal Skills and Experience: - Proficient in Swift and iOS app ...

...such as: - User login and registration - Push notifications - In-app messaging - Instant task and task status updates - Task-wise inventory functionality - Task completion insights - Features to highlight incentives, with filtering options based on locality Additionally, a functional CRM system is desired for: - Monitoring customer interactions - Generating sales reports - Streamlining contact management, and - Real-time tracking of earnings and redemptions. Ideal candidates for this project should have experience in mobile app development, CRM systems, and a deep understanding of customer operations. Proficiency in developing across both iOS and Android platforms is critical. Experience with user notification systems, in-app messagin...

...Developer to assist with a variety of functionalities. Experience in Development, Visualforce Pages, Lightning Web Components, and Administration Strong understanding of CRM processes and functionality Experience with customization and enhancements Knowledge of Salesforce CPQ and CPQ configuration Experience with Salesforce integration and data migration Strong analytical and problem-solving skills Excellent written and verbal communication skills certifications are a plus Bachelor's degree in Computer Science, Information Technology, or related field Are you enthusiastic to accept new challenges and delivering a high performance , scalable solutions in Salesforce CPQ and meet below requirements ? ? Should be able

I’m currently seeking an experienced developer for the creation of a CRM Application based on WordPress and PHP. This comprehensive CRM system will focus mainly on the following aspects: - Contact Management: Easy setup for adding new contacts, updating existing contacts, and generally ensuring robust record-keeping for clients. - Sales Pipeline Tracking: This feature will aid in tracking the progress of deals, identifying slow points, and pushing for efficient sales funnel management. - Customer Support Ticketing: A well-organized dashboard for support tickets, helping in prompt and effective resolution of customer issues. While the main features are outlined, I’m open to discussing additional functionalities that might enhance the system’s ...

...have had one in our business before, but unfortunately that company no longer exists. Fortunately - we have some imaging and data to provide that can help point you in the right direction. This tool will essentially serve as a centralized hub for tracking sales data, generating custom reports, and integrating with our existing CRM and PayRoll management software. The main features I need include real-time sales data updates during business hours, customizable executive reports, and seamless integration with our CRM system. We have an open API so that you can investigate what data is available. Key requirements: - Developing an API Salesboard tool with a user-friendly interface and robust functionalities. - Ensuring real-time updates on sales data duri...

...for high-level individuals who want to grow and achieve financial security in a winning culture. We have combined experince of over 15 years. We believe in fostering a supportive environment where our team members can thrive and succeed. We are looking for individuals with a great attitude and a coachable mindset to join our team, if you have a great attitude, Hard worker, and want an oppurtunity with the right systems for you to succeed , Tired of working jobs that have no structure all over the place ? If you meet the requirements below this could be the right place for you. Job Description: As a Real Estate Acquisitions Specialist, you will be responsible for running SMS or voicemail campaigns to homeowners in your assigned markets. Your daily role will invol...

I'm expanding my technology business and I need a dedicated individual to assist in setting up remote meetings through calls. Key Responsibilities: - Your primary goal will be to increase sales, through setting up meetings. - You'll be expected to make 100 dials daily, using the software and numbers provided. - I will provide you with a Salesforce CRM to manage the leads and appointments. Ideal Candidate: - Should have a basic understanding of technology products and services - a tech-savvy individual would be preferred. - Experience in sales calling and lead generation is a plus. - Proficiency in using Salesforce CRM would be an advantage. This is a part-time role, requiring 4 hours a day. Please make sure to apply if you're comfortab...

I'm seeking a virtual assistant to handle less than 10 incoming leads per day for my lawn mowing business. Key Responsibilities: -...a virtual assistant to handle less than 10 incoming leads per day for my lawn mowing business. Key Responsibilities: - Respond to leads through Email, Phone calls, and Social media. - Request photos and a description of the job from the leads. - Add lead information and pictures to our CRM system. Ideal Candidate: - Prior experience in customer service or lead handling. - Knowledge of CRM systems. - Excellent communication skills. - Attention to detail and organization. - Ability to work independently and efficiently. This is a crucial role in my business, so I'm looking for someone who is reliable and can mai...

Hey there, I would like to give you a tiny project, just adding code into shopify site you built previously. $25 for 5 minutes of work. These two codes, with instructions to follow: * Add to Cart Snippet: * This guide will walk you and/or the developer through adding the code snippet to the new product pages.  * * Back in Stock Snippet: * This guide will walk you through adding the code snippet to the button. 

...expertise in this area. Key requirements: - Setting up Google Ads account: As I've already created the account, this job entails optimizing it for maximum lead generation. - GHL integration: Ensuring that the ads are integrated effectively with my GHL platform is crucial. This will involve tracking leads and overall performance. Ideal skills and experience: - Proficiency in Google Ads: Experience in setting up and managing Google Ads campaigns is essential. - Sales-focused Marketing: The selected candidate should understand the dynamics of generating leads for a Sales Consultancy. - GHL Integration Expertise: Proven experience in integrating Google Ads with GHL or other CRM platforms would be highly advantageous. Please provide details of you...

...implementing, and remedying complex technology solutions in one or more of the following “subject matter expert” areas: Cloud Technology: Provides project design + implementation tasks and high-level troubleshooting for public, private, and hybrid cloud infrastructure, including Azure, AWS, Microsoft365, with a strong focus on migrations. Exchange/Messaging: Provides design, implementation, migration, and high-level troubleshooting services for Microsoft Exchange and messaging systems, including Microsoft365. Windows Servers: Provides project design + implementation, and high-level troubleshooting for infrastructure, including Windows Server (2019, 2016, 2012 R2, 2012, 2008 R2, 2003) and virtualization environments on both Hyper-V and vSphere, in additi...

...into Odoo and seek expertise in its full implementation. We need a seasoned professional who can help fulfill all aspects of the following: - Installation and Setup: Quick and precise setup to ensure all components run smoothly, paving a smooth runway for the rest of our operations. - Customization and Module Development: Adapting Odoo to fit our unique business requirements. Not just basics, we need significant customization, especially within modules tailored for CRM, Accounting & Finance, Point of Sale, and Inventory. - Training and Documentation: Our team is fairly new to this, hence we count on your descriptive training sessions and comprehensive documentation to bolster our in-house competencies. Your affinity with small-sized teams and hands-on experien...

BUDGET 100$ I would like a module for video and photo management (check all photos video aprouvate admin). /customers can create a photo and video gallery share, open the galleries to friends for 5 minutes or 20 minutes of time :with the possibility of storing on server and wasabie s3AND other less expensive see if you understand php developer LINK DEMO ADMIN / 08076385.CjwKCAiArLyuBhA7EiwA-qo80FmRLCOJvsUfkwwhOq-yKRKBtAhKgnWhwH2SPxKeONtQFRWxJlR-SRoCu0kQAvD_BwE

I'm looking for a dedicated appointment setter to help me with setting sales appointments over the phone. Key Responsibilities: - Making outbound Cold Calls to potential clients to schedule appointments. - Collecting and recording important information such as contact details,...the phone. Key Responsibilities: - Making outbound Cold Calls to potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal Skills: - Strong communication and interpersonal skills. - Previous experience in outbound calling, preferably in a sales setting. - Ability to gather and record detailed information accurately. - Familiarity with CRM software or appointmen...

...and rapidly growing company based in Vancouver, British Columbia. Our culture is built on innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, con...

Selamat siang . Saya ingin membuat CRM untuk yang akan digunakan untuk tracking penjualan paket wisata . Dengan Style Kanban dan mempunyai Kalender View. Bisa menyimpan kontak dan bisa digunakan untuk multi department.. Bisa menugaskan tugas antar orang. Bisa membuat project dan bisa menggabungkan beberapa kontak dalam 1 project. Silahkan jika ingin bertanya . Saya terbuka untuk zoom meeting .

I am seeking a developer to create an online database/sales tracking/CRM system from an existing Access database Key Features: - online access. - mirror the look and ease of use of existing access database. - import existing data in new database

...efficiency. - Objectives: We're eagerly seeking someone who can adeptly integrate MS Dynamics Field Service into our pre-existing systems. This step is important in achieving our above goals. - Required Functionalities: The necessary functionalities needed from MS Dynamics Field Service include work order management, resource scheduling, and inventory management. - Current Systems: Our existing infrastructure includes a CRM and ERP system which will be part of the integration process. The ideal candidate for this task would be experienced in system integrations, particularly with MS Dynamics Field Service and familiar with CRM and ERP systems. The ability to work efficaciously to improve operational streamline, enhance the customer service experience,...

I'm looking for a qualified professional to assist with the migration of our Hubspot data into Microsoft Dynamics 365 Sales. ...accurately mapped and migrated, as well as deals process flows, as required to accommodate the Hubspot data. It's important that the migration process is seamless and all data remains intact during the transition. Ideal Skills and Experience: - Proven experience with data migration between CRM systems, specifically from Hubspot to Microsoft Dynamics 365 Sales. - Strong understanding of custom fields and data relationships within CRM systems. Please be ready to provide examples of similar projects you've completed in the past, as well as a detailed plan on how you intend to execute this data migration. Start you proposals wit...

...The customizations required are as follows: - Adding new functionality: - Creating a new user auto-filled commission - Allowing a 'Rol' option for subagents created by agents in their account - Showing the assigned sales agent in the list view of users - Modifying existing features: - Ensuring sales agent visibility in the list view of users The ideal candidate should have experience in: - Expertise in Wordpress plugin development - Understanding of user roles and permissions - Proficiency in PHP and MySQL for plugin customization - Previous experience in CRM system integration would be a plus Please only apply if you have relevant experience and can deliver quality work within a reasonable timefr...