Excel crm workflowdela

Potrebujem app ki prebere excel in ima možnost vnašanja(import) excel tabel, dostopno mora biti preko mobilne/web aplikacije, imeti mora možnost razporejanja oz dodajanje dela večim ekipam, na koncu mora vse skupaj združiti v skupno tabelo, odšteti količino porabljenega materiala za delo oz voditi zalogo opreme in ločeno voditi količino porabljenega materiala za posamezno stranko, moznost uploada slik za posamezni id stranke, in upload to na pc oz web server

Narisati je treba shemo nadzornega sistema stavbe po nadstropjih in v vsako nadstropje vnesti komponente iz excel tabele - do 100 komponent

Obdelava podatkov, izdelkov različnih proizvajalcev iz različnih virov z Query-ji, lepljenje po ID-ju ipd ipd Trenutno imamo 1 projekt za nekaj ur dela. Po podobni logiki so v pripravi novi projekti..

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

need help with spreadsheet formula

Looking to improve Honeybook CRM workflow

I'm in need of a freelancer who can assist me with the styling and formatting of an Excel spreadsheet. Your task will primarily involve applying cell style formatting. Specifically, I'm requiring assistance with: - Implementing cell style formatting. Please note that while the exact type of cell styles are not defined yet, I will be able to provide more details and guidance once the project begins. Ideal skills for this job would include: - Proficiency in Microsoft Excel - Previous experience with complex Excel formatting - Ability to work independently and on deadline Please, in your bid, include examples of any similar jobs you've completed.

I'm in need of a freelancer with expertise in setting up Virtual PBX systems and CRM integration, particularly with Vitiger CRM. The primary use of this system will be for sales and marketing purposes. Key responsibilities will include, but are not limited to: - Setting up a Virtual PBX system - Configuring Vitiger CRM - Integrating the Virtual PBX system with Vitiger CRM for seamless operation - Enabling predictive dialing for 4 separate campaigns - Ensuring a smooth and efficient workflow between the PBX and CRM for sales and marketing purposes. Ideal skills for this job include: - Proficiency in Virtual PBX systems - Extensive experience with Vitiger CRM - Previous work with predictive dialing configurations - Strong understanding...

Necesito implantar el soft de gestión ERP-CRM-MRP llamado Dolibarr. Me dedico a la fabricación de componentes para ciclismo de mediana y alta gama, y quiero usar este software para la gestión de mi negocio. Desde la ayuda en la selección y decisión de instalación en un servidor tipo SAAS, hasta la carga de datos, configuración y puesta en marcha. Trabajo en equipo, ya que hay que ir filtrando y definiendo la información que va a generar la base de datos. El resultado debe ser el software instalado y corriendo correctamente para acceder desde cualquier ordenador con acceso a internet. Se deben generar unos 3 o 4 usuarios solamente, con distintas funciones: producción, ventas, administración, contable.

I'm looking for an Azure professional who can help me set up an Azure cloud solution to host my Excel data. The project involves: - Hosting Excel Data: I will provide you with an Excel file, which I would like hosted on Microsoft Azure. The data in this file will not be updated frequently, just once for now. - Web Application: I would like the Excel data to be accessed through a web application. This means you will need to set up a simple, user-friendly interface for viewing and possibly manipulating the data. Ideal Skills: - Experience with Microsoft Azure, particularly in hosting data. - Proficiency in setting up web applications. Please get in touch if you have the right expertise, and we can discuss the project further.

I am seeking a detail-oriented freelancer to input text and numerical data into 3 small Excel spreadsheets, containing 1 column each. 2 spreadsheets for emails, one called Minnesota, one called Midwest. 1 spreadsheet of inventory numbers. See attached. Only emails are needed. Inventory is on yellow paper Ideal Skills: - Proficient in Excel - Attention to detail - Knowledge of data organization and management Highlight the entries that you are not sure of, or the handwriting is to difficult to read. English fluency in a must.

The task centers around leveraging Python programming and machine learning skills to perform data analysis. The data to be analyzed are contained in an Excel sheet, specifically focusing on customer data. The ideal freelancer for this task should exhibit the following: - Strong proficiency in Python programming. - Solid experience with machine learning. - Familiarity with data analysis, particularly descriptive analysis. - Ability to accurately interpret customer data. The task requires a reading of the Excel sheet and performing data analysis based on the customer data contained within. The chosen Python and machine learning expert will focus on descriptive analysis techniques to extract meaningful insights. Your insights should guide our strategies in terms of customer se...

We need few customizations done for Perfex CRM and Custom Module Development for Perfex CRM. If you have experience in creating custom modules or customizing core of Perfex CRM, then you'll easily understand requirements. I have a detailed list of features I need developed, I'll share that document with those who are shortlisted for this project. You must mention "Dell" in the proposal in order to be noticed. Here is a brief for List of Features. 1. Invoice Currency Conversion using API and storing conversion rate in the database with date 2. Storing invoice value in base currency that is calculated based on conversion rate in the database so the total revenue is correct. 3. Invoice Custom Field Behavior changing, width of dropdown, custom fi...

I'm in need of an experienced PowerShell script writer, specifically for Power BI associated data management tasks. As part of the project, code will be required to execute the following tasks: - Data extraction from Excel files, CSV files, and SQL databases - Transformation of data, including extraction and update of parameter values from Data Models in each Workspace Ideally, the freelancer would carry a strong understanding and hands-on experience with PowerShell scripting, Power BI, data transformation techniques, and working with database source files like Excel, CSV, and SQL formats.

Hello, I have 6 simple contact web forms that I would like recorded into a single matrix. The goal is to see the field alignment and comparison between the form data.

...a proficient business analyst tasked with requirement gathering and analysis of my CRM systems. The key objectives of the role include identifying customer preferences and analyzing market trends through detailed data collection. Potential candidates must have demonstrated experience in the following areas: - Solid understanding and hands-on experience with CRM systems - Proficient in requirement gathering and analysis - Excellent data gathering and interrogation skills - Able to provide insights into market trends - Must offer strategic recommendations on process improvements. Applicants with a knack for turning data findings into actionable insights would be favored. An in-depth understanding of CRM Systems, market trend analysis, and customer preference ide...

Are you a talented app developer with expertise in Bubble and CRM integration? We're looking for someone like you to join our team on a freelance basis and help us bring our vision to life! Project Overview: We're seeking a skilled developer to design and develop an app using Bubble that seamlessly integrates with our CRM system. The app will streamline our processes, improve efficiency, and enhance user experience by providing a user-friendly interface for managing contacts and data. Key Responsibilities: Collaborate with our team to understand our CRM system and business requirements Design and develop a user-friendly app using Bubble that integrates seamlessly with our CRM Implement features for managing contacts, data entry, and reporting Ensur...

I'm seeking a skilled MEAN Stack developer to improve our existing web application. Your tasks will involve multiple areas including: - Modifying existing features for better functionality - Reworking the user interface - Enhancing performance - Refactoring and remediation activities The developer should be proficient in using Git and Azure DevOps, Zoho services (subscriptions, CRM), Firebase and have previous experience with Azure resources. A working knowledge of Agile or Scrum methodologies, unit testing and code coverage is also required. It's important that you have proven experience with both the front and back-end of web development, as this is a full-stack position. While it's not required for this job, experience with e-commerce functionality, social netwo...

I'm seeking an expert data analyst specializing in financial data analysis for real estate development projects. The focus will be on the financial aspects of our upcoming construction project, specifically concerning future projections for the next 10 years. Candidates should be competent in: - Creating custom excel/ google sheet template - Forecasting Capital Expenditure - Predicting Cash Flow - Delivering revenue Projections Your role will involve analyzing, interpreting, and providing insights on these aspects. Proficiency in financial modeling and forecasting is a must. Knowledge about the construction sector will be highly regarded, and prior experience in real estate development is a bonus. To make informed decisions, we're relying on accurate and in-depth anal...

...search of a talented developer to create a web-based CRM system for my business. Here's what I need: - The CRM system should be accessible through a web browser. - Its primary function will be sales tracking. I want a solution that will help me monitor and manage sales effectively. I envision the CRM system to perform sales tracking in the following ways: - By individual salesperson: The system should show the performance of each salesperson. This way, I can analyze their work, reward high performers, and provide feedback to those who need improvement. - By team: It should also provide an overview of each sales team's performance. This will help me assess the overall productivity and effectiveness of my salesforce. - By product/service: The CRM...

Excel task to do the task t0 d0

I need a skilled Excel professional to help me with data analysis and manipulation using the Solver add-in to solve optimization problems. Key Requirements: - Perform data analysis and manipulation in Excel - Apply Solver add-in to solve optimization problems Ideal Skills and Experience: - Strong proficiency in Excel - Prior experience with data analysis and manipulation - Familiarity with Solver add-in in Excel - Ability to interpret data to solve optimization problems - Attention to detail and accuracy for successful data manipulation Please include your relevant experience and how you can address the task described above in your bid.

Es ist eine Aufgabe die in Excel gemacht werden muss, bzw Excel Solver bis 10.05

La tarea sera la gestión completa de cuentas para los anfitriones de distintas pl...de propiedades. Necesitamos especialistas en atención al cliente que puedan encargarse de las tareas administrativas y la gestión de cuentas. Los requisitos para el solicitante incluyen gran atención a los detalles, título universitario, acceso al correo electrónico y conocimiento del uso de un dispositivo (computadora o teléfono), herramientas de software básicas (Microsoft Office - Word y Excel). Necesitamos miembros rápidos, precisos y especializados. Es obligatorio aprobar una prueba corta/terminar una tarea, que podría durar entre 2 y 4 horas, con posibilidad de extenderse hasta 1 semana, si el candidato está inv...

I am looking for a skilled Excel dashboard developer to build a proficient tool to track vital business metrics a balance scorcard. The ideal candidate for this job should have: - Expertise in creating user-friendly KPI and balanced scor cards dashboards. - Understanding of various KPIs including revenue growth, customer acquisition, and conversion rate. Key Project Details: - I already have specific KPIs to be tracked and would share them with you post project initiation. - The dashboard should be designed to automatically update on a monthly basis based on manual input that would be added to calculation sheet for each kPI. - The dashboard must be easy to read, understand, and interactive. - the dash board should include risk alert for KPIs we are falling behind in My expectat...

Project Description: We are seeking an experienced and React.js developer to join our web development project. The main goal is to integrate APIs into a pre-existing template and add specific functionalities for a multi-company business management system. The system must be capable of managing multiple companies under a single platform, allowing administrators to easily switch betwe...translation (only the English version, we will take care of the other languages) Functionality for administrators to switch companies. API URL: template (Already purchased; upon project award, the front-end code will be provided)

I'm looking for an experienced professional who can help me optimize my Zoho setup. Here's what I'm looking for: - **Features**: The Zoho setup should include robust features for cont...The interface should be user-friendly and intuitive for our small team. - **Integration**: I need this setup integrated with a phone program. The ability to sync data seamlessly across these platforms is crucial for our workflows. Ideal candidates for this project are those with a proven track record of setting up Zoho for real estate or similar industries. You should be proficient in customizing CRM systems and ensuring smooth integration with other platforms. Your expertise will help us streamline our operations and enhance our efficiency. A good communicator and problem-solver wou...

We are looking for a Zoho consultant with expertise in building applications using Zoho Creator. Should understand Zoho CRM functionalities. Please apply only if you have worked with Zoho Creator applications before. The project is to build a few custom functionalities using the Zoho Creator application.

I'm looking for an Excel expert to develop an NSE options chain tool that will provide real-time data. The primary goal of this software is to facilitate educational purposes by explaining the basic concepts of options trading. Key Requirements: - Real-Time Data: The tool should be able to fetch and update real-time data from the NSE options chain. - Educational Focus: The content presented should be geared towards explaining the basic concepts of options trading in a clear and easy-to-understand manner. - Excel Proficiency: The ideal candidate should have a strong command over Excel and be able to integrate real-time data sources effectively. Ideal Skills and Experience: - Advanced Excel Skills: Proficiency in VBA and data connections is a must. - NSE ...

I'm seeking an expert SharePoint developer to create a comprehensive solution for my company. We aspire to establish an efficient document management system, streamline our workflow automation, enhance collaborative tools, and set up intranet, internal websites. Key Features: - Document Management: The system must offer us precise control over our documents, storing, organising and managing them effectively. - Workflow automation: The SharePoint solution should provide a platform where routine tasks are automated, improving efficiency in our business processes. - Collaboration tools: The system should enhance our team collaboration making work more flexible, organised, and productive. - Intranet & Internal websites: We require a system that allows for effective...

Please send me your Dashboard visual - if you already did the same for other clients - ...data. Key Responsibilities: - Design and configure a Zoho dashboard that tracks and analyzes our revenue, expenses, and any patterns in our sales and customer relationships. Ideal Skills: - Zoho dashboard configuration - Zoho analytics - Data Visualization - Financial Accounting knowledge - Understanding of CRM data The ideal freelancer for this project should hold considerable experience in creating business analytics solutions with Zoho. A keen understanding of financial data, CRM analytics, and excellency in data visualization is paramount. Please note, my interest lies in daily data analysis. If you're confident in your ability to meet these requirements, I eagerly look for...

I'm in need of an Excel expert who can help me automate data entry and formatting tasks. I also need assistance in creating a macro to generate daily status reports. Key Tasks: - Automate data entry tasks - Automate formatting tasks - Create a daily status report macro Requirements: - Proficiency in Excel and VBA macro creation - Experience in automating data entry and formatting - Previous history of generating reports using VBA - Strong communication skills and ability to understand and translate my requirements efficiently.

I'm in need of a skilled Excel expert who can assist with advanced formulas and functions. The main task will be related to carrying over formulas in both the same sheet and different sheets. Key requirements: - Advanced knowledge and experience in Excel formulas and functions - Proficiency in carrying over formulas across multiple cells and sheets - Ability to efficiently manage and implement complex formulas Your responsibilities will include: - Identifying the most suitable formulas based on specific requirements - Implementing the formulas accurately and ensuring they work correctly - Carrying over these formulas as needed across multiple cells and sheets If you're an Excel guru with a strong background in advanced formulas and functions, and are conf...

I need a skilled Excel VBA Macro expert to develop a VBA macro that can automate reports, specifically with numerical data. Your task will revolve mainly around creating a function that streamlines the reporting process, making it efficient and error-free. Ideal Skills: - Extensive knowledge in Excel VBA - Strong background in automated reporting using Excel - Familiarity with handling numerical data Experience required: - Prior experience developing Excel VBA macros - Proven track record in creating automated reports .

...experienced Laravel Developer to help customize a law firm management system. It appears that specific features have not been provided, however, it would be beneficial if the freelancer has knowledge implementing features such as document management, case tracking, and time-task management. The overall objective hasn't been clearly defined but working with the assumption that the goal is to streamline workflow processes, improve data security, and increase efficiency. Any experience with integrations would be a bonus. However, the following specifics were not given, so email management tools, payment gateway inclusions, or calendar integration may be involved. Skills needed: - Proficiency in Laravel - Understanding of legal management systems - Experience with third-party i...

Prosimo, vpišite se ali se prijavite za več podrobnosti.

1. Introducción: El presente proyecto tiene como objetivo principal desarrollar un sistema integral de ERP & CRM utilizando la plataforma Odoo para optimizar los procesos comerciales, administrativos y de atención al cliente de [nombre de tu empresa], proveedor de servicios de Internet (ISP) en Ecuador. 2. Funcionalidades del ERP: Ventas: Implementación de un módulo de ventas que permita gestionar el proceso completo de ventas, desde la captación de clientes hasta la generación de órdenes de venta y seguimiento de pagos. Facturación: Desarrollo de funcionalidades para la generación automática de facturas conforme a la regulación ecuatoriana de impuestos, incluyendo la gestión de retenciones y ...

I'm in need of an experienced individual to expertly handle data entry tasks. Specifically, the role will involve inputting personal customer details into databases. Ideal Skills and Experience: • Proficiency in using Excel • Attention to detail • Experience in data entry, particularly with personal customer details • Ability to handle confidential information responsibly Your primary task will be to input data accurately and efficiently. Please ensure you have the above-mentioned skills before bidding. A keen eye for detail and confidentiality are paramount.

I require an expert capable of uploading an Excel dataset into S3 using Lambda and Snowflake to produce reports. The focus will be on identifying data anomalies over time. Your responsibilities will include: - Loading Excel data into S3 - Implementing Lambda and Snowflake for data processing - Generating time-series reports on data anomalies Ideal skills for this role include proficiency in AWS S3, AWS Lambda, and snowflake, with a keen understanding of time-series analysis in Excel reports. Experience in identifying and analyzing data anomalies is also a key component for this project. The aim is to visualize the irregularity in the data, enabling me to make informed decisions based on these reports.

I need a proficient Excel macro creator to help with tasks involving data automation and formatting. The macro will need to work seamlessly across multiple sheets in Excel 365. Key tasks involve: - Automated data entry across multiple Excel sheets. - Formatting the entered data to adhere to specific standards. Ideal Skills and Experience: - Advanced knowledge of Microsoft Excel 365. - Complete understanding of Excel Macro creation. - Demonstrated ability to automate data entry and formatting in Excel. Your commitment to timely and accurate results will be highly appreciated. Thank you in advance for your time and efforts.

I have a current report in Excel 365 that I'd like to improve. Key Requirements: - Automate formulas to avoid errors: I need an expert to automate specific formulas in the report, which primarily involve Sum, Average, and Count functions. - Complete totals by searching information in the other existing sheets: For this, the formulas should pull information from Sheet 1, Sheet 2, and Sheet 3 to ensure the accuracy and completeness of the totals. Ideal Candidate: - Experience in Excel 365, particularly in automating formulas and cross-referencing data from multiple sheets. - Attention to detail and the ability to ensure the accuracy of the final report. This project is ideal for someone who is skilled in Excel and has experience in managing complex data set...

...freelancer to assist with website development for our real estate agency. The key features are relatively basic and can be covered by the existing Wordpress theme, Houzez. However, additional adjustments and custom coding are required to meet our specific needs. The project has already been partially started, providing a solid baseline for you to work from. The theme and changes includes a backend CRM that also requires custom work. We aim for completion within a week and will only consider candidates who can commit to this timeframe. Payment will be made in one milestone upon successful and timely completion. Due to previous negative experiences, we are firm on this payment structure. We will provide reference websites and detailed explanations, so there's no need to cre...

... including but not limited to vendor information, item details, quantities, and prices. Verify the accuracy of all entered data to ensure consistency and completeness. Categorize transactions appropriately based on company guidelines and accounting principles. Identify and resolve any discrepancies or errors in the data entry process. Communicate effectively with team members to ensure smooth workflow and timely completion of tasks. Maintain confidentiality of sensitive information and adhere to company policies and procedures. Assist in other administrative tasks as needed to support the finance and accounting team. Requirements: Proven experience in data entry, preferably in a finance or accounting environment. Proficiency in QuickBooks software, with a strong understanding of...

...for my GenAI project. The main goal is to gain a clear visual representation of the workflow, especially focusing on the model training and evaluation phases. Key Objectives: - Visualize Workflow: This project involves understanding the process steps of GenAI and creating a clear, easy-to-follow diagram that represents the workflow. Ideal Skills & Experience: - Proficiency in AWS: The candidate should have a deep understanding of AWS Step Functions and how to create diagrams within the platform. - AI/ML Knowledge: Familiarity with the AI/ML domain, including model training and evaluation processes, will be highly beneficial. - Analysis and Optimization: A background in process optimization or workflow analysis would also be advantageous. Please no...

I need an Excel budget tracker developed, with specific focus on tracking and calculating expenses related to my business. - The tool should enable me to manually enter expenses and automatically sort these costs into categories. - The main category of interest is 'Commercial Expenses', so having a well-defined, categorizable section for this is important. - I additionally require a feature for budget calculation, providing an easy-to-understand analysis of financial outgoing compared to overall budget. Ideal freelancers for the job would be those proficient in Excel and financial analytics. Experience in developing similar budget tracking tools would be a valuable addition. I have a base of what I need. I need the budget data tab updated with the new budget as w...

I'm in need of an Excel expert who can assist me with a project that involves data analysis, financial calculation, and advanced formula and functions. This project involves working on a single Excel file with the main goal of improving data organization. This requires a hands-on approach, strong problem-solving skills, and a keen eye for detail. Skills/Experience Needed: - Advanced Excel proficiency - Strong background in data analysis and financial modeling - Experience in creating complex formulas and functions - Excellent organizational and problem-solving skills. Your work will be instrumental in streamlining our data handling processes and make them more efficient. Please provide examples of similar projects you've worked on in the past.

I'm looking for a talented video editor who can enhance my YouTube content. Key requirements include: - Expertise in editing YouTube videos specifically with a dynamic and engaging approach. - Ability to deliver polished edits within a tentative duration of 5-10 minutes per video. - Proficiency in creativity and storytelling,...not specified a particular style. - Willingness to work on a continual basis as the frequency of videos is high. Ideal Skills & Experience: - Prior experience in YouTube video editing. - Proven track record in creating engaging content. - Strong understanding of YouTube best practices. - Capability to work efficiently to meet deadlines. If you are passionate about YouTube content creation and excel in video editing, this could be an exciting o...

About us: BA Marine is 3 years old company with a track record of USD 15 Million value of transaction of 60 vessels in GCC during the past 3 years and operated by the owner alone that generate 60 exi...-Approaching users on LinkedIn targeting C-Level, Doctors, Engineers etc who are based on Arabian Gulf seafront cities. -Inviting users on public groups or any other boat lovers communities to join our FB page or to follow us on Instagram. -Nurturing clients who inquired about any of our services and set them if they are qualified and interested. -Updating all generated leads and/or appointments into CRM. -Providing EOD report for all activities. Required Skills: - Excellent communication skills. - Experience in using social media for cold outreach is a plus. - English and Arabic pr...

... I am using Zoho CRM Contacts module to capture all merchant information, including payments and delivery details. For most of the integrations with other common apps I am using Zoho Flow. As part of the payments, I am using Curlec by Razorpay (Curlec) to collect once off payment (for full upfront for hardware) as well as recurring payments (monthly data connectivity) via direct debit. Curlec obviously is not in the list of supported apps in Zoho Flow but they do have APIs. I want to be able to: 1) Push information to Curlec's direct debit authorization form (so the merchants don't have to key in the details again) such as merchant name, bank name, bank number, etc. 2) Pull information from Curlec once direct debit authorization is completed to be updated into my Zoho ...

i need menus extracted from a webpage the most important columns (data points) will be category name product name, product price, product description.