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    2,000 evaulate mrp erp crm finance jobs found, pricing in NZD

    ...interpersonal skills. - Self-motivated and able to work independently. - Strong organizational and time management skills. Lead Generation: - We envision the BDR primarily finding and identifying new leads through online research. This means you should know how to navigate online platforms, professional networks, and industry groups to find potential clients and opportunities. - Maintain and update our CRM with new leads and client information. - Schedule meetings and follow up with leads to move them through the sales pipeline. Cold Outreach Platforms: - You'll be expected to utilize LinkedIn, Facebook, and Email for cold outreach. Your understanding of these platforms and how to leverage them for business development is key to the success of this project. If you are a ...

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    I'm in need of a dedicated virtual assistant with experience in finance to manage my email on a weekly basis. You'll work on handling company finances such as depositing checks and distributing to payees Key Responsibilities: - Handling all incoming and outgoing emails - Organizing and filtering emails to prioritise urgent and important messages - Responding to emails on my behalf, when necessary - Keeping me updated on key matters and flagging important messages I'm looking for an individual who has a strong understanding of finance related terminology and concepts. Previous experience in a similar role would be a plus. This is an ongoing role and the successful candidate will be expected to maintain a high level of professionalism and confidentiality.

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    I need a top-tier professional who can wear multiple sales hats. You'll need to handle cold calling, lead generation, and appointment scheduling. Target Market: Your focus will be on companies that specifically require shipping parcels across the world or within the USA. Skill Requirements: - Expertise in CRM systems - Proficiency in email marketing tools - Experience with Sales automation software Your task involves proactively reaching out to potential clients, generating leads and setting up appointments. A successful candidate should be able to navigate the complexities of selling to the specified industries and effectively utilize the various tools provided. This job is ideal for someone with strong sales, communication, and organization skills, ready to take charge ...

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    I need a skilled ERPnext developer who can deliver top-notch technical solutions to improve our system. The project is urgent and needs to be completed ASAP. Key Requirements: - Customization of Sales & CRM, Payroll, Project task management, HR modules: We are looking for someone to tailor these modules to our business needs, ensuring they function optimally. - Seamless integration with erpnext: We need the developer to integrate our system with erpnext seamlessly, without any disruptions in our current workflows. The ideal freelancer for this job would have: - Proficient in ERPnext: Experience working on ERPnext projects and a deep understanding of its functionality. - Integration Skills: Capable of integrating systems smoothly and efficiently. - Urgency: Able to work quickly...

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    ...custom database website that primarily serves as a customer relationship management (CRM) tool. In addition to the standard CRM functionalities, I'm looking for the following: - Expertise in complex Java and YAML scripting - Ability to create custom database scripts - Proficiency in API integration for seamless data transfer and communication - Prior experience in designing and implementing CRM front-end and back-end relations The most crucial aspect of this project for me is the user interface design and experience. I want a website that not only functions efficiently, but also looks and feels intuitive for users. I'm looking for someone who: - Is an advanced-level developer - Has a strong background in CRM development - Can demonstrate a port...

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    I need a skilled animator to create a compelling 1-2 minute 3D animation video introducing the benefits of our car finance offerings. Key Requirements: - Deliver a 3D animation video that runs for about 1-2 minutes - Implement an engaging, informative, but light-hearted tone throughout. We're building trust but want to keep it casual. - The video must appeal to all age demographics. - We already have a script that will be provided so this project would not require script writing. - There's a possible opportunity for future projects, hence proposing a 'persona' within the work could be a valuable addition. Ideal freelancer Skills/Experience: - Expert in 3D animation - Strong portfolio of previous animation work - Excellent sense of video storytelling - Experi...

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    problem database 6 days left

    problem one database erp hosting program

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    ...improvements. • Collaborate with cross-functional teams to ensure alignment and effective execution of business strategies. • Prepare detailed reports and presentations to communicate findings and recommendations to clients. • Update on industry trends, best practices, and emerging technologies to provide innovative solutions. Qualifications: • Bachelor’s degree in Business Administration, Management, Finance, or a related field. Master’s degree preferred. • Strong analytical skills with the ability to interpret complex data and generate actionable insights. • Excellent project management skills, including planning, execution, and risk management. • Exceptional communication and presentation skills, with the ability to engage and i...

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    I'm in need of some assistance in setting up and fully integrating my account. I am also seeking comprehen...in setting up and fully integrating my account. I am also seeking comprehensive training on how to effectively use this platform's features. Key Tasks: - Full account setup - Coordinating integration of with an existing potentially unidentified CRM system - Providing in-depth training on usage of features Essential Skills/Experience: - Proven proficiency with setup and operation - Familiarity with various CRM systems, as we are uncertain of our current CRM - Strong communication skills for effective training delivery I look forward to receiving your proposals and working with a seasoned professional.

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    WHATSAPP CHATBOT 6 days left
    VERIFIED

    Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER MESSAGES DETECT If it is Customer or not and create a different communication based in the data in the system so answer the questions. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.

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    As a Business Development/Sales Partner, I'm seeking a dedicated individual to help me forge partnerships within the finance industry for my B2B SaaS software. Your key responsibilities will be to cultivate these relationships, pitch our product to potential clients, and ultimately contribute to the growth of our service. The ideal candidate would be a Sales Executive who is looking to build a career in business development and sales. Although prior experience is not necessary, a basic understanding of the finance industry is beneficial. You should also be a motivated self-starter with excellent communication skills. Key Responsibilities: (Business Development Executive) (with good track record) + Must have strong Sales Managerial Experience in any B2B SaaS company OR ...

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    I am looking for a NetSuite consultant proficient in the field of Finance and Accounting. As my business has already implemented NetSuite, I need a specialist who could help me: - Resolve existing implementation issues - Offer general advice for optimization The ideal freelancer for this job should have an in-depth understanding of the NetSuite platform, specifically in financial modules. Expertise in troubleshooting and providing practical solutions are highly essential. Past experience with complex financial reporting would be a significant advantage. I'm eager to collaborate with someone who can help make the most out of our NetSuite system.

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    ...of a professional website developer who can help me create a robust blog type website. This project will focus on finance-related content and will need to be AdSense approved. Key Requirements: - Design and develop the website to be both user-friendly and visually appealing - Incorporate SEO best practices to ensure high visibility - Develop a content strategy for weekly finance related blog posts - Implement AdSense and other monetization strategies Ideal Skills: - Strong experience in web development, particularly in creating blogging websites - Proficiency in SEO and content strategy - Familiarity with AdSense and other monetization platforms - Previous experience with finance-related content is a plus Please reach out if you have the skills and experience to ...

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    I'm in need of a specialist capable of developing a moving average indicator in AFL. It needs to be customizable with these specifications: 1. Selection Method: The ability to specify moving average parameters such as Time Periods, Vertical Shift %, Horizontal Shift, Price Field, and Method 2. Adjustable Parameters: For the moving av...average, I want to edit parameters including Time periods, Vertical shift %, Horizontal shift, Price field, and Method. 3. Time Frame: It needs to accommodate a wide range of time periods from 0 to 1000. This requires proficiency in AFL, understanding of moving average indicators and excellent attention to detail to ensure the varying parameters can be edited seamlessly. A familiarity with finance and stock market indicators will certainly b...

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    ...strategies that differentiate us in the market. - Sales forecasting to set realistic targets and allocate resources efficiently. - Sales Team Management: - Tracking and managing the performance of our sales team using CRM software. - Utilizing spreadsheets for detailed performance metrics and analysis. - Integrating project management tools for streamlining our sales operations. Ideal candidates for this project should have: - Proven experience in sales strategy development, planning, and execution. - A strong background in sales team management. - Proficiency in CRM software, spreadsheets, and project management tools. - Excellent research and analytical skills. Please share your relevant experience and how you would approach this project. ---------------------...

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    THIS IS NOT A BUSINESS ANALYSIS FROM THE PERSPECTIVE OF BUSINESS VALUATION OR FINANCE. THIS IS A REQUIREMENT GATHERING AND FINALIZATION FOR LEAD CAPTURE PAGES. It is a small proejct. I have a few lead capture pages to be designed and I need your expertise in developing the requirements, process mapping, wireframing, and possible test cases. It is not a large project but it does have a few variants of lead capture processes.

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    I already hired one person for this position but work is increasing so I am looking for a second one. A plus if you can do video editing or graphic design. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: Social media Content editing or creating CRM management Email marketing Writing an ebook Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and over. Attention to detail. Common sense. This job will part-time as a test peri...

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    Trophy icon Tron Smart Contract Developer 4 days left

    We are looking for a skilled Tron developer to join our team and help develop a smart contract for a wallet application. The ideal candidate should have experience with Tr...Requirements: Proficiency in Tron blockchain development. Experience with BIP 39 or BIP 44 for address generation. Strong understanding of smart contract development and blockchain technologies. Excellent problem-solving skills and attention to detail. Preferred Qualifications: Previous experience developing wallets or financial applications on the Tron blockchain. Familiarity with decentralized finance (DeFi) concepts and protocols. If you are passionate about blockchain technology and are looking for an exciting opportunity to work on a cutting-edge project, we would love to hear from you. Apply now to join...

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    I'm looking for an expert technician familiar with Zoho to perform two key task: - Implement Zoho CRM: I already have a Zoho account, but I need a skilled freelancer to set it up properly, ensuring that all components are working as the should. - Configure Zoho Mail: Seamless synchronization between my Zoho CRM and Mail is crucial for my operations. I'm therefore in need of a professional who can configure Zoho Mail to function optimally. Additionally, a minor customization to the CRM to fit my company's unique needs is needed. You should not only have proficiency in Zoho but also possess a keen attention to detail to understand and implement these specific customizations. Experience in other Zoho integrations and setups will be an added advantage.

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    I'm in need of a professional with expertise in HubSpot and its integration with our app Primary Objectives: - Increase customer engagement - Streamline our onboarding process - Improve our lead generation process Key Tasks: - Develop and implement a strategy for CRM integration between HubSpot and Sheets - Optimise the use of HubSpot features with Sheets integration The ideal person for this task should have proven experience with HubSpot, excellent understanding of CRM systems, and an ability to streamline processes for optimal efficiency. Capability to troubleshoot and resolve any issues that may arise during the transition period is crucial.

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    IA based Booking platform 6 days left
    VERIFIED

    The project consists of an AI-based booking platform that receives booking orders from various text sources. The text does not have a predefined format. The AI analyzes the text to generate the corresponding booking order in a predefined format, enabling integration with a small ERP software. Input and output data must be defined and calling functions created in C# if required. The AI is desired to be working on a private local server running Microsoft Windows Server.

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    I'm looking for a skilled developer who can create an Outlook extension with integrations to vTiger CRM. The main features the extension should have include: - CRM Integration: The extension should seamlessly integrate with vTiger CRM for maximum efficiency - Contact Synchronization: It should be able to synchronize contacts between Outlook and vTiger CRM - Lead Generation: The extension should support lead generation functionalities with vTiger CRM - Email Tracking: Ability to track emails in Outlook that are related to data in vTiger CRM The ideal candidate for this project should have: - Experience in developing Outlook extensions - Proficiency with vTiger CRM - Strong background in CRM integrations - Excellent understandin...

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    I'm looking for a skilled developer to help us in creating a seamless connection between Wufoo (form builder) and our CRM Hirehop, using their respective APIs. Ideal Skills and Experience: - Proficient in working with APIs - Solid experience in integrations between Wufoo and CRMs - Skilled in real-time data synchronization - Familiar with creating triggers for data transfer Key Deliverables: - Set up a real-time synchronization process between Wufoo and Hirehop - Ensure that only 'Order Details' data is transferred - Create a trigger for data transfer upon form submission on Wufoo Prior to responding please take a look at the HireHop API documentation here:

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    ...specific page. The collected data should be simultaneously sent to GoHighLevel (GHL) CRM for automated text and phone call follow-ups, as well as to an Excel sheet for manual review and further action. Key requirements: - Pixel Integration: Develop and implement a pixel solution that captures lead data. - Real-Time Collection: Ensure the system collects data instantly when a lead lands on the specified page. - GoHighLevel (GHL) Integration: Connect the system to GHL for automated text and phone call follow-ups. - Excel Integration: Enable the system to send collected lead data to an Excel sheet via email. Ideal skills and experience: - Proficiency in WordPress and pixel integration. - Experience with CRM systems, particularly GoHighLevel (GHL). - Knowledge of data handli...

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    ...marketplace. Key Responsibilities: - Searching for specific items on the platform which includes: Electronics, Furniture, Clothing, Cars, Homes, and Gold - Notifying about new listings of these items - Promoting select services The ideal candidate should be able to gather and provide me with specific information on the items found as well. This includes: - Price - Location - Condition - Seller Finance - Land contract The selected freelancer will need to have: - Prior experience with Facebook marketplace and an understanding of how it works - Excellent communication skills - The ability to manage multiple tasks simultaneously - Attention to detail is a must. Please include the word "marketplace" in your proposal to show you have read the requirements. Looking ...

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    ...Gym's Name - Gym's Website Ideal candidates for this job are experienced data miners and researchers. Having a good understanding of the Fitness industry would be beneficial. Strong attention to detail is paramount, ensuring accuracy in data collection and entry. Additionally, demonstrating respect for privacy laws and guidelines, including GDPR, is essential. Experience with spreadsheets and CRM systems would be advantageous. Gyms must be privately owned only, non franchise. Offer Personal Training. Boutique Exclude: Category - Fitness Equipment Category - Community Health Centres & Services Category - Community Health Centres Category - Fitness Instructor Courses Mentions of - Gov Mentions of - Council Mentions of - Leisure Centre Mentions of - Aquatic Centre...

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    I need a freelancer who can seamlessly import several Excel sheets into my ERP system, ERPnext, without the need for data validation. The data includes items, journal vouchers, invoices, and stock entries. Key Requirements: - Importing 3+ Excel sheets for Items and Stock Entry, and likely more than 3 for JV and PDC. - Understanding of ERPnext data import structure. Skills Required: - Proven experience with ERPnext data import. - Advanced Excel skills for handling large datasets. - Attention to detail and accuracy in data handling.

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    In search of a female English speaking content creator. The ideal candidate should have a professional demeanor and be able to create engaging social media reels / short videos related to finance. Skills and experience required: - Fluent in both English and Hindi - Can wear professional clothing (blazers, shirts etc) - Experience in creating engaging content - Must be expressive - Must have mic, camera, green screen & lighting Each week we will be needing 12 videos (45 second each) related to the given topics. This is a long term project and will be active for a minimum of 24 weeks.

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    I am looking for a personal mentor who can help me improve my understanding of Microsoft Dynamic365 finance and operation, specifically in the area of financial management. As a beginner in this field, I need someone who can guide me through the basics and help me gain confidence in navigating and using the software effectively. Ideal Skills and Experience: - Strong knowledge of Microsoft Dynamic365 finance and operation, with a focus on financial management - Previous experience mentoring beginners in this field - Excellent communication and interpersonal skills - Ability to provide clear explanations and step-by-step guidance Mentoring Sessions: - Twice or more a week - In-depth discussions and hands-on practice - Assistance with specific tasks and challenges - Regular fe...

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    ...integrate a Dental CRM software and Voiceflow. Here's what I need: - Integration with Dental CRM: I want the patient data in the CRM to be synchronized with the chatbot we're building. - Integration with Voiceflow (chatbot builder): This part is slightly more complex. I need an integration that allows for booking and managing appointments, authorisation, as well as the ability to retrieve or create patient profiles. The goal is to build a chatbot that visitors to the website can interact with to book, reschedule, or cancel appointments. Automated messages to confirm changes will also be needed either through SMS or email. Ideal candidates will have experience in API integration, especially with CRM and chatbot builders like Voiceflow or Botpre...

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    I'm in need of a professional who can create a CRM system that's specifically aimed at automating our sales process. Furthermore, this system should be integrated with various marketing management features as detailed below. To ensure seamless operations, the CRM system should be able to integrate with a third-party app via API. Key responsibilities include: - Building a CRM system that focuses primarily on sales process automation - Ensuring the CRM system is well integrated with Email marketing, Social media campaign management, and SMS marketing - Seamless integration with a third-party app through an API Ideal skills and experience: - Proficient in CRM development, with a particular focus on automation - Strong background in Email market...

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    As part of an ongoing cold email outreach projet, I am looking to effectively move information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead sta...information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead statut to Airtable There is around 3K leads. Ideal freelancers will possess a solid understanding of cold outreach, sales funnel and ...

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    I'm in need of a skilled developer who can integrate Stripe payment into our current CRM system, which has an open API. The main function of the integration will be to track payments. Key Responsibilities: - Integrate Stripe payment system into our CRM - Ensure seamless payment tracking functionality - Testing the integration to ensure it's functioning correctly - Provide documentation on how to use the integration Ideal Skills and Experience: - Proficient in using Stripe APIs - Experienced in integrating payment systems into existing systems - Familiar with CRM systems and how they interact with external APIs - Strong problem-solving skills and attention to detail If you possess these skills and have prior experience in similar projects, I'd love to ...

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    ...simple bookkeeping features. We need a comprehensive solution that streamlines the entire process, ensures transparency, and automates accounting and reporting tasks. 2. Solution: Commodity Transportation and Funding App Key Features: User Registration and Application: Commodity growers, shipping companies, and airline carriers register through a user-friendly web interface. User details, including CRM data, are captured during registration. Freight Tracking and Reimbursement: Record transportation details (departure, arrival, quantity of commodities) for each shipment. Calculate reimbursement amounts based on sales and freight costs. Automated reconciliation ensures accurate financial records. Automated Reporting System: Generate real-time reports on: Freight expenses Commodity...

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    Being familiar with grocery industry finances, I need an expert to conduct a detailed analysis regarding a store's annual profitability. This involves but is not confined to: - Breaking down costs and expenses - Calculating ...profit margins The ideal professional must have experience in financial data analysis with exquisite accuracy. Favorably, knowledge or background within the grocery retail sector is advantageous. The final analysis report should be delivered in a well-structured PowerPoint presentation that encompasses all key findings. It's important for the report to be clear, and easy to understand for non-finance personnel. I am open for any approaches or suggestions, as long as they fulfill the core objective of this project: gaining relevant insights into our a...

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    I'm seeking a professional to create an Information Memorandum specifically aimed at securing financing from venture capitalists and or private equity. This documen...Information Memorandum specifically aimed at securing financing from venture capitalists and or private equity. This document should include detailed financial information, such as: - Revenue projections - Profit and loss statement - Balance sheet - Adopt government statistics - Market & Industry Analysis - Design funding models The ideal candidate for this job should have a solid background in finance, business analysis, and experience in creating successful Information Memorandums for the Australian market. They should be able to present complex financial data in a clear and concise manner to appeal to p...

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    Custom Video AI App for Web 5 days left
    VERIFIED

    I'm in need of a skilled developer to create a custom video AI app. The app is intended for sending personalized video messages to customers. As emails are sent, the app should automatically regenera...personalized video messages to customers. As emails are sent, the app should automatically regenerate customers names. The ideal candidate should have experience in: - Developing AI applications - Implementing video messaging features - Creating web-based applications Key Features: - AI Integration: The app should be able to regenerate customer names as emails are sent. - CRM Integration: The app should seamlessly integrate with CRM CINC and MOJO sales. - Web-Based: The app should be designed for use on the web. I am to ideas and I am aware that some companies already o...

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    Get Bonzo CRM Integration 5 days left
    VERIFIED

    I'm in need of a developer in United States who has experience working with the 'Get Bonzo' CRM and can assist with integrating it with other systems. The main task involves connecting an application form with the CRM, which should capture and send user information accurately. Key responsibilities: - Integrating the apply form with the 'Get Bonzo' CRM. - Ensuring the form correctly captures and sends user information (Name, Email, Phone number). Ideal skills and experience: - Proven experience working with 'Get Bonzo' CRM. - Strong background in system integrations. - Attention to detail to ensure accurate information capture. - Excellent communication skills to understand and meet the needs of our project.

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    I need a CRM solution designed around the latest version of Odoo, Odoo 13 or Zoho. I'm looking for developers with specific skills and experience customizing Odoo CRM or Zoho Creator (CRM). Key features I need to integrate: - Contact management - Management of the Contracted Services pipeline - Customer support tickets - Agenda management with confirmations via automation via email and Whatsapp - Patient Medical Records - Integration and Management of WhatsApp messages - Built-in video calling appointments Additionally, the project requires specific design and branding elements that will be explained in more detail during the selection process. An eye for detail and a creative mindset are required to meet the specifics of the project. Thanks.

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    We are seeking a skilled freelance writer to create comprehensive documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. Responsibilities: Collaborate with our CRM team to understand our current processes and requirements. Conduct thorough research and gather necessary information. Write detailed, step-by-step instructions and guidelines for various CRM processes. Ensure documentation is easy to understand and follow for both new and experienced users. Organize and structure the content logically for efficient reference. Maintain con...

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    I'm in need of a skilled developer who can create a chatbot SaaS platform. ...easily adaptable and integrable for both educational institutions and businesses. - AI-powered Chatbot: The chatbot should be equipped with AI capabilities to facilitate efficient and effective customer service. - Integration Capabilities: The chatbot should seamlessly integrate with CRM software for customer management and live chat support. Ideal Skills: - Proficiency in chatbot development, particularly SaaS platforms. - Expertise in AI and machine learning to deliver an AI-powered chatbot. - Experience with CRM software and live chat support integration. Your input will be crucial in creating an impactful solution for enhancing customer support. Please include your relevant experience and...

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    Company Overview: We specialize in providing innovative automation solutions for small businesses, including CRM, marketing automation, graphic design, and print solutions. Our goal is to streamline operations and drive growth with smart, reliable, and professional tools. Design Guidelines: Concept and Style: Modern and Professional: The logo should reflect a contemporary and professional look. Innovative and Smart: Emphasize the innovative and intelligent nature of our automation solutions. Fluidity and Flow: Incorporate elements that suggest smooth operations and efficiency. Color Palette: Primary colors: Consider using blues, greens, or grays to convey trust, innovation, and reliability. Accent colors: Orange or silver can be used as accent colors to add vibrancy and modernity...

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    Hi Faisal F., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

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    ...robust outgoing predictive dialer system for our call center operations. The ideal candidate will have a strong background in telephony systems, database management, and CRM integration. The dialer should support dynamic caller ID, IP whitelisting, multiple campaigns, and a minimum of 10 representatives. **Responsibilities:** - Develop an outgoing predictive dialer system that integrates with our existing telephony infrastructure. - Implement dynamic caller ID functionality. - Ensure the system supports IP whitelisting for added security. - Configure the dialer to handle multiple campaigns simultaneously. - Integrate a basic CRM to manage and search client information efficiently. - Ensure the system can support a minimum of 10 representatives. - Provide the capability to...

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    I urgently need an expert in C# to integrate my Point of Sale/Enterprise Resource Planning (POS/ERP) system with QuickBooks Online. The goal is seamless syncing of different modules, including, but not limited to: - Customer Information - Inventory Status - Purchase History - Sales Records - Products, Categories, etc... Familiarity with QuickBooks Online APIs and proficiency in C# .net Core is imperative for this role. Past experience with similar projects will be highly valued. The timeline is urgent; I need this integration done ASAP. we already have a code we made integration with SAP Business One, we can share this code to have the fastest development, and also we have the code of a previous developer who made of Quickbooks so it would help to see how to integrate

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    I'm in need of a skilled WordPress plugin developer who can create a Wo...in need of a skilled WordPress plugin developer who can create a WordPress plugin for me. The plugin will be used to integrate Gravity Forms with our custom SaaS CRM. Key Requirements: - Integration of Gravity Forms with a custom SaaS CRM: The plugin should seamlessly connect the data collected from Gravity Forms to our custom CRM system - Urgent Timeline: I need this project done ASAP, so I'm looking for someone who can commit to this timeline Ideal Skills and Experience: - Proven experience in WordPress plugin development - Strong knowledge in integrating WordPress with external systems - Familiarity with Gravity Forms and CRM systems. It's beneficial if you have worked...

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    I'm looking for a CRM automation expert to optimize and automate our daily processes in Monday.com. The aim is to streamline our operations, increase data accuracy, and improve task allocation in order to enhance efficiency and productivity. Key Requirements: - Automation of Sales Pipeline Management - Automation of Task Management - Automation of Communication Tracking Current Pain Points: - Manual data entry errors - Inefficient task allocation Expected Outcomes: - Streamlined processes to reduce manual effort - Increased data accuracy and reduction of errors - Improved task allocation and productivity Ideal Skills and Experience: - Extensive experience in CRM automation, particularly with - Proven track record in process optimization and efficiency improvements -...

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    Currently, I'm using Fluent as my email service provider and need a professional to automate our newsletter and welcome emails. We're a small company with less than 1000 subscribers, looking to improve engagement. Desired Skills: • Fluent CRM proficiency • Email marketing expertise • Experience with automation of newsletters and welcome emails Responsibilities: • Setting up automation for newsletter and welcome emails • Training our team on how to maintain and update these automated systems Only serious freelancers with solid references are encouraged to bid. Please include evidence of similar projects undertaken in your proposal.

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    I'm looking to create a comparison website to help potential traders assess and select proprietary trading firms in the finance industry. Key Requirements: - The site should have a comprehensive database of different proprietary trading firms, their key features, and offerings. - Users should be able to filter and compare the firms based on various criteria like trading strategies, capital requirements, and more. - A user-friendly interface and robust backend that can handle large amounts of data and provide real-time updates are crucial. Ideal Skills & Experience: - Web development experience, particularly in building comparison websites. - Understanding of finance and proprietary trading firms. - Proficiency in database management and user interface design. - Ab...

    $2358 (Avg Bid)
    $2358 Avg Bid
    122 bids