Sage crm linqdela
Potrebujemo programerja za občasne dodelave v okolju Microsoft dynamics CRM, office 365 z bazo Microsoft SQL. Plačamo po urnih postavkah.
I'm looking to create a custom CRM platform that leverages NFC card technology, and an accompanying iOS app. Here's a breakdown of the project's key components: - **NFC Card Interface Features:** - Payment Processing: Users should be able to make purchases directly through the interface - Access Control: Secure access to certain information or features based on user roles - Loyalty Program Management: Implement a loyalty program to incentivize user engagement - User Portfolio: Users should be able to customize their interface with links, contact information, and product displays - **iOS App Development:** I need an iOS app to complement the NFC interface and provide a seamless user experience across different platforms. Ideal candidates for this p...
...a custom CRM system in Excel for my business. Key requirements: - Sales Tracking: I need a system that allows me to monitor sales performance and forecast future sales. - Task Management: The CRM should have a task management feature to help me organize and prioritize my daily activities. Additional details: - The system will be used by a small team of 1-10 users, so it needs to be user-friendly and easy to navigate. - No integration with other software or platforms is needed at this time, so the focus will be solely on creating a robust, efficient Excel-based CRM. Ideal skills and experience for this job would include: - Proficiency in Excel, with a clear understanding of how to create complex formulas and visual representations of data. - Previous experience in...
I want to set up an online shop on my website and have it connected to Fresha CRM, the system I currently use. This shop should have a sophisticated design that complements my brand image. Key Requirements: - Development of a product catalog with detailed descriptions and prices - Inclusion of a shopping cart and a seamless checkout experience - Integration of online ordering and payment functionalities - Payment gateway setup to accommodate credit card and bank transfer options - Customization to align with an elegant and sophisticated design style Ideal Skills and Experience: - Proficiency in e-commerce development and CRM integration - Strong portfolio of elegant and sophisticated web design projects - Previous experience with integrating payment gateways - Excellent un...
I am seeking a talented website developer to construct a formal, corporate-style ecommerce platform for my business. This high-quality site should be designed with the following features: - User registration and login capability - Product search a...the site, there would have to be membership levels, the site would sell merchandice and on-line coureses also charge for consultation on a timed basis. there would have to be upload and download capability for documents and images. it would be good if we could post to the social media account from the site. there would have to be a messaging system throughout the site (google workspace). Also a CRM as many messages to the site will be inbound leads. There can be other suggestions for development. scalablity, desktop, phone and tablet ...
I need a fully bilingual professional (I will interview in English) to do some tasks for my agency such as: PR Outreach Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Wordpress And others You must be a fast learner, attentive, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes. This job will start part-time as a test period, after that it will be full-time. Payment for part-time during trial period: Fee: 250 USD Performance bonus: 50 USD Results bonus: 50 USD If your work complies with my quality requirements and you give more than asked, you’ll get performance and results bonuses each month. After a two-month...
...credit and sending payment reminders. - Finance Management: Tracking income and generating financial reports. - CRM: To maintain good relationships with our customers. - E-commerce Integration: Development of a functional e-commerce website and application. - POS: A point of sale system for store transactions. - WhatsApp Features: Integrating WhatsApp for customer communication. - Reminder and Offers: Sending reminders and offers to customers. - Mobile Application: Developing a mobile application for store management and billing. The ideal candidate should have experience in: - ERP system development. - E-commerce software development. - Creating mobile applications. - Working with CRM, Credit, and Finance Management systems. - Integrating WhatsApp features into applicati...
...This system will need to be compatible with both Windows and Mac operating systems. Key Features: - Inventory Management: A robust tool to manage my stock of jewellery items, including tracking and updating inventory levels in real-time. - Sales and Order Management: A seamless system to handle the processing of orders and managing sales records effortlessly. - Customer Relationship Management (CRM): A centralized platform to store and manage customer information, with a focus on providing personalized and exceptional customer service. - POS & Credit Management: An integrated point of sale system that also incorporates credit management functionalities. - Finance Management: A module dedicated to tracking financial transactions, generating reports, and managing financial rec...
I am looking for a skilled freelancer to effectively integrate Zoho CRM and Zoho Campaigns to enhance the functionality of our sales team. **Key Responsibilities** - Successfully integrate Zoho CRM with Zoho Marketing Campaigns - Ensure all features are functional and optimized for our sales team - Troubleshoot any issues during the integration process **Application Requirements** - In your application, provide a detailed proposal outlining your method for this project. This should include your process and estimated timeline for completion. **Ideal Candidate** - Extensive experience with Zoho CRM and Zoho Marketing Campaigns (eblast, google ads, etc) required - Previous successful integrations of these software would be advantageous
...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, configuring, and maintaining our Zoho CRM system and Zoho Campaigns buildouts to improve our sales p...
We need a dedicated customer support telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires:...telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires: - A proven track record in customer support roles, ideally over the phone - Confidence and skill in handling all types of customer queries - Knowledge of CRM tools - Exceptional communication and problem-solving abilities - Experience with service-centric businesses...
WhatsApp CRM with Scheduling & Workflows I'm looking to create a WhatsApp CRM that incorporates a variety of features to improve our customer relations and team management. Key Features: - Scheduling Surveys: The system should support date availability checks, scheduling and booking confirmation via WhatsApp to our staff. Their responses should organise them into yes and no groups. This will help us automate repetitive tasks and sharing of information to groups of people. - CRM Management: I am an agent to film ans supply extras for background. This requires searching for certain character features of our staff. For example brown hair, 5"4 female. of male 6'2 blonde. I then send a availability check to work on certain dates and if they agree i send...
I am seeking an experienced Sage X3 user to help create and customize sales order, purchase order, and invoice forms in my business's system. This project requires a deep understanding and experience with Sage X3, specifically version 12. Key tasks: - Develop and design a sales order form - Develop and design a purchase order form - Develop and design an invoice form Skills and Experience: - Previous work with Sage X3 version 12 - Previous work with Crystal Reports version 2020 - Extensive knowledge in form creation and customization - Experience in Sales Order, Purchase Order, and Invoice process and form design When making a bid, I would like to know more about your experience with Sage X3, particularly any past projects involving form creation.
I am in immediate need of a proficient UI/UX designer to help out our current fresher designer. We are looking for someone with experience in CRM designs. To meet my demands: 1. **Deep experience and skills in UI/UX Designing** is needed - compound with a creative eye for design, and an understanding of user engagement preferences. 2. **Superb with Figma** - having solid knowledge in Figma will be an added requiredto create visually appealing interfaces. 3. **Problem-solving skills** - a knack for understanding bottlenecks and creating suitable design solutions for UI/UX problems. 4. At least 3 years of design experience required. 5. Fluency in English is required. We need someone that can work about 20 hours per week available at least bewteen 13-18 IST. We need someone that ca...
PLEASE STOP SUBMITTING PLACEHOLDERS AND CONTACT US FORM, READ THE INSTRUCTIONS. IF YOU ARE NOT ABLE TO UNDERSTAND THE REQUIREMENTS, JUST DON'T SUBMIT ANYTHING. Screenshots; Company info, services and playground are few sections of the form - this is the form we need Sample and Sample Form just sample of current contact us for as a reference to the colors and design, should be blue and white...same of the bot configuration form. The form is a single HTML file and should remain like that. You must keep it clean and modern, you can look at our website and the contact us form (see screenshots attached). If you will provide design we like and have the right skills, you will be awarded the project, access will be provided to finalize the design. This form will be used as an iFrame in ...
I'm in search of a proficient Sales development professional with a proven track record in Cold emailing and outbound campaigns. We are a remote bookkeeping firm targeting small business owners and CPA firms in the US We're looking for a superstar for Business Development and Linkedin outreach. You must be based in US. The job will consist of: - Reachin...generation. - Proficient in creating and managing outbound campaigns. - Proven track record in generating leads. - Deep understanding of B2B targeting. The ideal candidate should possess: - Strong communication and interpersonal skills. - A good understanding of Small Business landscape. - Ability to work autonomously to deadlines. - Strong analytical and problem-solving skills. - Familiarity with CRM software and le...
Odoo expert needed Key responsibilities: - Establishing an effective CRM system that is tailored to my retail business needs. - Implementing a robust POS system that can efficiently manage sales, track performance, and generate reports. - Designing an inventory management system that optimizes stock levels and tracks movement. - Creating a customer management system that facilitates targeted marketing and customer relationship building. The platform for all these systems should be on-premises. Hence, the ideal candidate should be proficient with setting up on-premises solutions. If you have experience in a similar retail setup and can provide references, it would be a plus. Please bid only if you have prior experience in setting up these systems in a retail environment.
More details: What level of customization would you like to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Busine...to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Business Which of the following authentication systems do you want to be implemented in your saas software? Email/password-based Modules that needs to be developed: Website Builder - Websites can be created in 1 click based on the type of the businesses 2. CRM - Where the users can keep a track of all the customers at 1 place. 3. Ai Assistant 4. AI Blog Builder Note: For more details go through the attached doc for full feature and functionality...
...communication and negotiation skills. - Ability to work independently and manage multiple tasks effectively. - Proven track record of meeting and exceeding sales targets. - Self-motivated and result-oriented. - Flexibility to work on a commission-based or freelance basis. **Preferred Qualifications:** - Bachelor's degree in Business Administration, Marketing, or related field. - Experience with CRM software for managing sales processes. - Knowledge of different sales techniques and strategies. - Ability to adapt to a fast-paced and dynamic work environment. **Benefits:** - Flexible work schedule. - Opportunity for unlimited earning potential based on sales performance. - Chance to work with a dynamic team and innovative software solutions. - Room for growth and advancement...
...need help with a few tasks related to my WordPress site. - Customizing the Jetpack CRM plugin: I need assistance in making the plugin more tailored to my specific requirements. - Transactions duplication: I am looking for an expert who can duplicate the 'Transactions' section of the CRM. This new section should be identical to the original in terms of functionality, but with a different name - "serial numbers". - Client portal enhancement: I want to add an extra tab to the client portal. This tab should contain the newly created "serial numbers" section. Ideal Skills and Experience: - Proficiency in WordPress and experience working with the Jetpack CRM plugin - Strong understanding of WooCommerce and CRM systems - Custom deve...
I'm looking for a versatile web developer to craft a robust, user-friendly website for my business. The primary objective is to enhance the customer experience through a streamlined product life cycle management and CRM system. Key Features: - Seamless Customer Registration and Login: A simple, secure, and efficient method for customers to sign up and log in. - Intuitive Product Catalog and Description: A well-organized and informative product catalog that displays detailed descriptions to help customers make informed purchase decisions. - Comprehensive Order Tracking and History: A user-friendly interface that allows customers to easily track their orders and view their order history. Design Preferences: - Minimalistic and Clean: I aim for a design that is clean, clutter-fre...
...interactions and progress in our CRM system. -Provide regular updates on outreach activities and progress to the management team. -Continuously learn about our industry, products, and competitors to enhance sales pitches and approaches. Requirements:- -We prioritize hiring Indian candidates for this job position. -Proven experience in sales, business development, or a related field. -Strong communication and interpersonal skills, with the ability to build rapport quickly. -Excellent negotiation and persuasion abilities. -Self-motivated and results-oriented, with a proactive approach to achieving targets. -Ability to work independently and manage time effectively in a remote setting. -Proficiency in both written and spoken German and English. -Familiarity with CRM softwa...
I'm seeking a skilled developer to help me deploy ChatGpt model for Customer Support Automation. Key specifics include: - Application Audience: The target audience for this app is primarily businesses. It's crucial that the developer understands this specific user base and can ensure the app is tailored to their needs. - Primary Fun...even sentiment analysis. The ideal candidate should have experience in developing and implementing such functionalities. - Deployment: The ultimate goal is to get this app up and running, so deployment knowledge is essential. Experience in deploying ChatGpt-based Model In summary, I'm looking for a developer who is not only proficient in ChatGpt but also understands the business landscape and CRM systems, and has a proven track recor...
As a part of our website's live chat feature, I'm s...Salesiq widget specifically for the chat interface - Implementing the capability to receive and update data in the chat interface using form controller - Integration with Zoho CRM and Zoho Creator Ideal Skills and Experience: - Proficiency in Zoho Salesiq and Zoho Creator - Strong experience in widget development for chat interfaces - Familiarity with Zoho CRM and its integration methodologies - Ability to handle data transfer and update processes within the chat interface Your role will be crucial in ensuring that our live chat function is not only seamlessly integrated into our website but also synchronized with our Zoho CRM and Creator systems. If you have the experience and skills required for this p...
I'm in need of a lead generation expert, specifically someone with a background in the digital agency industry. Your main objective will be to increase our customer's website traffic, generate more qualified leads, and ultimately boost our sales conversions. Leads will go to our Ai-MS. Ai-Marketing System - we heavily rely on GHL's CRM for workflow & funnels. Knowledge of GHL is not required, but very beneficial to the candidate. Key Responsibilities: - Utilize your expertise in PPC and META to deliver high-quality leads for our clients - Implement strategies that are in compliance with HIPAA standards for our Tele-Health & Clinic Wellness centers. Ideal Skills and Experience: - Proven track record in lead generation, preferably within the digital agenc...
Seeking a skilled professional who can help finish up the set-up of Zoho CRM for my organization. We are using Zoho CRM to manage the patients who want to seek second medical opinion from expert doctors in India . This is the ideal workflow that we want to implement 1. Patient submits basic information like name, email, and location via Zoho Forms 2. The information is saved to Zoho CRM 3. The Patient is sent an invite to the portal 4. The patient sets up their account. The patient can view their treatment progress and edit their details. For the treatment progress, it needs to look like a timeline or steps that display this user journey. Something like this: 5. The patient is given an option to book a call. They must submit
I need a specialist to develop an AI-powered chatbot for my organization. The chatbot should enhance our customer service by performing the following: - Answering customer inquiries and maintaining conversations. - Effective integration with our current CRM system and WhatsApp. As for language capabilities, the chatbot should support both Hebrew and Russian. Cross-platform functionality and ease of use are vital, as well as a seamless user interface. Good command of these languages and solid experience in chatbot programming are the key skills I'm looking for in the ideal candidate.
I'm in need of a lead generation expert, specifically someone with a background in the digital agency industry. Your main objective will be to increase our customer's website traffic, generate more qualified leads, and ultimately boost our sales conversions. Leads will go to our Ai-MS. Ai-Marketing System - we heavily rely on GHL's CRM for workflow & funnels. Knowledge of GHL is not required, but very beneficial to the candidate. Key Responsibilities: - Utilize your expertise in PPC and META to deliver high-quality leads for our clients - Implement strategies that are in compliance with HIPAA standards for our Tele-Health & Clinic Wellness centers. Ideal Skills and Experience: - Proven track record in lead generation, preferably within the digital agenc...
..., a leader in HVAC solutions based in Tempe, Arizona. This position requires a proactive, creative, and analytical professional who is committed to driving our marketing strategies forward and helping us expand our residential services. The ideal candidate will be a strategic thinker with expertise in SEO, Google Ads, social media marketing, content creation, email marketing, and CRM integration. Who We're Looking For: Results-Oriented: - Focused on achieving tangible results in the form of increased customer inquiries and service bookings. Communication Skills: - Excellent command of the English language, with the ability to craft clear and effective messages tailored to diverse audiences. Team Interaction and Communication: - Engage in daily meetings to discuss ongoi...
1) Amazon Cloud Server: The ecommerce website will be hosted on Amazon Web Services (AWS) servers, providing a scalable and reliable infrastructure. 2) Arabic Website: The website will be in the Arabic language, including Arabic text, and may include right-to-left (RTL) layout adjustments. 3). Feature to Create Landing Pages: Admin can create a promotion landing page, and can upload ...blacklisting and whitelisting. 7). Support Google/Meta/Snapchat/TikTok Pixels: Integration with various tracking pixels (Google, Meta/Facebook, Snapchat, TikTok) for marketing and analytics purposes. 8). Support WhatsApp Messages or SMS After Purchase: Enabling communication with customers through WhatsApp messages or SMS after they complete a purchase. 9). Express Checkout Form. 10). Integration with Zoho ...
...meeting or exceeding targets. Excellent communication and negotiation skills, with the ability to build rapport and persuade customers effectively. Self-motivated and results-driven, with a passion for driving sales and earning bonuses. Strong organizational skills and attention to detail, with the ability to manage multiple leads and opportunities simultaneously. Tech-savvy, with proficiency in CRM software and sales tools to track and manage leads effectively. ? Unlimited Bonus Opportunity: For every customer who uses your unique code to purchase our service, you'll earn a $10 bonus. And the best part? There's no limit to how much you can earn! The more sales you close, the more bonuses you'll receive. ? What You'll Get: Competitive base salary plus unli...
We're in search of a skilled writer to join our team and take charge of creating compelling blog articles. If you have a solid grasp of SaaS, CRM (Customer Relationship Management), sales, customer relations, project management, and business management, along with proven experience in SEO writing, we want to hear from you
I'm seeking a skilled professional for the setup of a WebDialer recording sy...to handle both inbound and outbound calls. The primary purpose of this system is for quality assurance, training, and compliance monitoring purposes. Experience in integrating with Customer Relationship Management systems (CRMs) is a must. Preferred Qualifications: - Familiarity with call recording systems - Proven ability in the setup of WebDialer systems - Ability to integrate systems with a CRM - Strong knowledge of compliance monitoring - Proven record in quality assurance Remember, the successful implementation of this project will ultimately help improve our services, aid in employee training, and ensure compliance with relevant regulations. Your expertise will go a long way towards achievi...
I am in need of a skilled developer who can create an Android app along with a modern website. The platform should be similar in nature to popular astrology apps like Astrotalk, Astro Sage, and AstroYogi. Key Features: - Horoscope Predictions: A feature that provides daily, weekly, and monthly horoscope readings. - Kundli Matching: Functionality to allow for the matching of Kundlis based on astrological compatibility. - Live Astrology Consultations: A platform for users to have live consultations with experienced astrologers. - Chat & Call with Astrologer: A feature that enables users to interact with astrologers via chat or call. - Story: A section for daily, weekly or monthly astrological stories and updates. - Wallet: Incorporation of a virtual wallet system for in-app purch...
We are seeking a meticulous and experienced developer who has exceptional automation, database management, and web solution skills. Project description: A toolprogram that will copy information from Zoho CRM and autofill the DS-160 form after passing the Captcha. Most likely, autofill needs to have an open API and be able to fill in pre-copied information on the site. Important: This tool can be developed as a browser extension! Description of the process (presumably): The manager copies the information from the Zoho SRM system, inserts this information into the tool/service that you will develop. Next, the manager opens the website , goes through the captcha and turns on the service, which will fill out the entire form with the information taken
It is necessary finish a project managemet application made in laravel. The change are: - make some change regard the flow, the links, the design, the ecommerce and report; - It is necessary experience in query, report charts, pivot builder and Business intelligence to change the reports that must have good design, many filter and cross. the charts must have drill down. Please answer only if have experiences in project management software and pivot-query-busienss intellegence. And show my the url of similar job made.
... including general ledger accounts, financial statements, and other reports - Assist with month-end and year-end close processes - Perform bank reconciliations and ensure accuracy of financial data - Conduct account analysis and reconciliation to identify discrepancies or errors - Assist with financial audits and provide necessary documentation and support - Utilize accounting software (such as Sage, Xero, QuickBooks) to record and track financial transactions - Assist in the preparation of budgets and forecasts Qualifications: - Bachelor's degree in Accounting or related field mandatory - Chartered Professional Accountant designation an asset - Proven experience as a Canadian Staff Accountant or similar role - Experience in public practice an asset - Strong knowledge of C...
No automated bids - O...responsibilities would include further development and enhancement of an existing CRM system. - Creating new features: The CRM system is in need of innovation. We're looking for fresh, practical features that can enhance its functionality significantly. - Bug fixing: The existing CRM has some issues that need to be ironed out. - Enhancing the UI: The redesign must improve both its visual appeal and usability. - Proven skills in developing microservices, fixing bugs, and improving user interfaces - An innovative mindset when it comes to feature creation Understanding the nature of CRM systems and a knack for creating intuitive, user-friendly designs would be advantageous. The objective is to fine-tune our CRM system to boost i...
I'm in need of a talented Hubspot CRM specialist. My aim is to flawlessly integrate the contacts and all necessary details from my landing page into Hubspot. Primary same tasks include but aren't limited to: - Setting up the integration so that all the basic information such as name, email, and phone number from a landing page's visitor will be effectively and accurately transferred into Hubspot. - In addition, they need to be able to configure the system for capturing custom information, specific to my business industry. - Expertise should be demonstrated in the implementation of Hubspot's appointment scheduling and commission calculation facets. The ideal freelancer should have demonstrable experience in Hubspot CRM integration and should be detail-...
I am a beginning Go High Level user in need of an expert to guide me in Automation setup, Sales funnel design, and CRM management through live video calls. Key objectives: - Provide detailed guidance on Go High Level's Automation setup features, ensuring I can leverage them effectively for my business needs. - Help me optimize my Sales funnel design within the platform, including the sequencing and layout, to enhance user experience and drive conversions. - Enhance my skill in CRM management using Go High Level, such as effective lead tracking, customer interaction, and data management to maximize the platform's capabilities. Ideal candidates will have: - Demonstrable expertise and experience using Go High Level, ideally in a teaching or mentoring capacity. - Str...
...verification on all three but my Dmarc reports are coming back as failed. I am a novice and realize I need help with this. Key Requirements: - Expertise in email deliverability: I need a professional who can accurately diagnose and rectify the problem. - Gmail/Outlook Knowledge: Familiarity with Outlook/Gmail interface and settings is helpful as it's used when sending from outside our CRM. Familiarity with Zoho CRM a plus but not required. Ideal Skills and Experience: - Proven track record in successfully improving email deliverability. - In-depth understanding of SPF, DKIM, DMARC implementation. - Specific experience with deliverability issues when sending from Gmail and outlook. - Strong troubleshooting and problem-solving skills. Your role would i...
...Sproutwell cannot change has to stay in line of current branding. Key requirements and considerations for this project include: - **Emotional Appeal**: The new logo should primarily convey a sense of creativity. I want it to spark curiosity and interest, and to make our brand stand out in a crowd. - **Color Palette**: I have specific colors in mind for the logo. The colour scheme is to be light pink, sage green and white/black - **Usage**: The logo will be used both in print and digital media, so a design that is versatile and scalable is important. Ideal Skills and Experience: - **Graphic Design**: A strong portfolio of logo designs showcasing creativity and fresh ideas is a must. - **Understanding of Branding**: Prior experience in branding projects, especially those targe...
...calculator, and digital signing capabilities. It would require a login to access and would have unlimited logins. It would mainly be information porting from one platform to the other. • Integration with Hawksoft CMS: To facilitate seamless data transfer related to client information and documents. • User Interface Design: To amalgamate Hawksoft CMS, Marketing 360 CRM, and a custom calculator into a cohesive agent interface. • Marketing 360 CRM Integration: For fetching and updating customer details efficiently. • Payment Schedule and Interest Rate Calculator: Integrated within the interface to enhance usability. • Secure Document Signing: Automating the population and processing of documents using integrated data. • Website Integration: To p...
I'm looking for a talented designer to create a logo for my PR company, sage the agency. The design must be: - Fresh, simple, modern - Text only, with "sage" in lowercase and "the agency" in uppercase below sage until the "g" - Using a serif font - Colored in a darker sage Please note that I have not selected a specific serif font, so I'm open to your suggestions. I'm looking for a clean design that is reflective of the PR industry for a wellness/lifestyle agency. Ideal Skills and Experience: - Proven experience in logo design - Proficiency in serif font design - Strong sense of minimalism and modern design aesthetics
I'm seeking an expert to merge and de-dupe around 700 account / contact records to enable us to obtain a clear deduped prospecting list to be uploaded into a CRM like HubSpot. The records will need to be deduped using a specific criteria to ensure that all unique information is kept for each account. The list is currently in Excel/CSV file format. Each contact record encapsulates around 10 key fields: Customer type and association, Store Name, Contact Name, Email, Phone, Mobile, Email, Address, Job Title and notes. Ideal Skills and Experience: - Proficiency in Excel and other spreadsheet tools - Experience with data cleansing and deduplication - Attention to detail and accuracy - Experience with handling sensitive data securely Tasks Involved: - Merging duplicate contacts (b...
CRM WebApp Project: We need CRM with Wordpress can be Elementor and theme, please see the links, read well, before you bide, make your best offer, I will choose the best offer price and deadline video: Client page: If we enter email or a phone that already exists it show immediately the number of CRM and the lead us to the CRM number CRMxxx We have many Tasks by numbers: T1 …….. To T35 For each task we can set up date, hour and the way to be done, in main page and by email we will receive alert for task that need to be done with number of task, number of CRM (client number) and the way that need to be done (W, Emai, SMS, Tel, Phone call, …). When we set up the task we can see it as the task is SET UP Some of the task must be
I'm seeking a skilled freelancer to integrate and customize the Bitrix24 CRM platform for my business. Your task would encompass three main areas: 1. Contact Management: Streamline and automate how we track, manage, and interact with our contacts. 2. Sales Pipeline Tracking: Develop an efficient tracking system to provide clear visibility into the movement of deals through the sales pipeline. 3. Task Management: A system where tasks can be created, allocated, monitored, and completed efficiently should be put in the system. This would aid in team coordination and ensure accountability. Additionally, a customized calendar that syncs with these functionalities is crucial for our business operation. The CRM will be used by 11-50 users, so it should be user-friendly a...
...proficient in developing a Customer Service CRM with a key focus on the functionality of issue tracking and resolution. As the priority of the project, I require the CRM to systematically record and track customer issues, from initial identification through to final resolution. The ideal candidate for this project will have: - Strong experience in creating web-based CRM platforms - Expertise in developing customer service focused CRM systems - Proven track record in integrating issue tracking and resolution functionality - Proficiency in customer database management and optimization The deliverable is a Web-based CRM application that is easy to navigate and meets all the desired functionality aspects. It would be added advantage if you have previous...
As a business utilizing Salesforce, I am seeking ad...approximately 1000 words with pictures and target keywords provided by me on the topic - Emphasize practical use-cases, tips and tricks, and best practices within Salesforce administration and development Each write-up should be affordably digestible, ideally geared towards a mid-level audience with a desire to improve their Salesforce skills. Prior experience in blogging about Salesforce or similar CRM systems would be highly beneficial. Please include samples of prior work in your proposal if available. When responding, please give your estimate on per blog charge. As we are starting fresh, we are looking for blogs on all areas of Salesforce ecosystem targeting admins and developers on Sales, Service and Experience Cloud to b...
