Microsoft crm import data template jobs

I have a website template that needs customization in terms of layout. The main purpose of the site is to showcase my portfolio, the template is ready it needs the to be filled with the correct data. Key Tasks: - Customize layout: I need a professional to make the necessary changes to the layout of my website template, ensuring that it is visually appealing and functional. - Ensure responsiveness: The website should be mobile-responsive, so the freelancer should ensure that the layout changes are consistent across all devices. This project is ideal for a freelance web designer/developer who has a good eye for design and is committed to delivering high-quality work. A portfolio demonstrating similar projects would be highly appreciated.

I am looking for a skil... Key Requirements: - Configuration of ClickUp for task management - Set up of collaboration tools to enhance team communication and efficiency - Integration with Email and Calendar for seamless workflow - Integration with our CRM software for better customer management - Linking with our file storage services for easy access to relevant documents Ideal Skills: - Proven experience in setting up ClickUp for small teams - Strong understanding of task management and team collaboration tools - Familiarity with Email and Calendar integration - Previous experience with CRM software integration - Knowledge of linking file storage services This is a crucial project for us, and we are looking for a freelancer who can deliver a well-rounded ClickUp setup that...

I am seeking an experienced professional who can streamline my cus...relationship management system and take my LinkedIn marketing efforts into the next level. The ideal freelancer for this project should be: • Highly experienced with Bullhorn/Mail chimp CRM platform. • Proven track record in devising and implementing LinkedIn marketing strategies. • Proficient in integrating Bullhorn/Mailchimp CRM with LinkedIn and Lusha. Key Tasks: • Integrate Bullhorn/Mailchimp CRM with LinkedIn and Lusha. • Develop and execute compelling LinkedIn marketing strategies. • Regularly update and maintain the integrated system. This is a significant project that requires a deep understanding of CRM and LinkedIn marketing strategies. If ...

I'm in need of a well-crafted email template for my Mailchimp account. The primary purpose of this template is to distribute a monthly newsletter to my subscribers. Key Requirements: - The template needs to look professional and engaging. - It should be compatible with Mailchimp's interface. - It must be optimized for readability on both desktop and mobile devices. - A strong understanding of user experience and design principles is essential. Your role will be to design and create a template that reflects the tone and content of the newsletter. Please include previous email template designs in your proposal.

I'm in need of a Big Commerce developer to work on my website. I am looking for the following: - Customizable templates: I need to be able to make minor tweaks to existing templates. - Custom API integrations: Specifically, I need to integrate Payment and CRM APIs. The ideal candidate for this project will have experience in Big Commerce development and customization, as well as expertise in integrating API's, particularly Payment and CRM services. A good understanding of e-commerce best practices is also essential. Kindly provide examples of similar projects you've worked on. Long term project but low price. If you agree it, please bid!!!

I am seeking a Business Development Manager who can help scale my startup in the technology industry. Key Responsibilities: - Focus on scaling operations and processes: I need someone who can take a deep dive into my curre...Specifically with startups: Experience in the startup environment is critical, as this person will need to understand the unique challenges and opportunities that come with scaling a new business. Ideal Skills: - Strong analytical and problem-solving skills. - Excellent communication and interpersonal abilities. - Proven experience in business development, particularly in the technology industry. - CRM experience is a plus, definitely needed I am looking for a proactive, results-driven individual who can work closely with me to help take my business to the n...

...developer to help with my Zoho CRM data analytics and dashboards. Key Responsibilities: - Develop a Zoho Analytics dashboard incorporating Sales performance tracking, Lead conversion analysis, and Customer segmentation. - Integrate Google Analytics Data and Google Adwords Data into the dashboard. - Create visual representations of the data using Bar charts, Line graphs, and Pie charts. Ideal Skills: - Previous experience working with Zoho Analytics and Zoho CRM. - Proficiency in integrating third-party data, specifically Google Analytics and Google Adwords. - Strong visualization skills, with expertise in Bar charts, Line graphs, and Pie charts. This project is crucial for me to understand my business performance, so attention to deta...

As a business with a custom CRM solution currently facing some difficulties with Hubspot, I'm interested on bringing in a seasoned and strategic freelancer for the task. Key Challenges: - Custom forms: clients details aren't saving correctly. If they are a repeating guest who have filled out this form in the past, their forms are coming up blank. - Email Database: Our email marketing campaigns are currently not as efficient due having no tags Your main tasks will include: - Rectifying form issue: providing a solution for why the clients cannot submit a form and why their details arent showing up. - Email database: upload our database into hubspot and create tags (location, birthdays, type of event, type of package they have previously booked in for) Our Goals: - Custo...

...taking existing Local government procedures and converting them into SQL based processes. An example of which would be creating a import procedure for traffic count data that is presented in a text format (example attached) Ideal Skills: - Experienced with MySQL Database Design - Well-versed in SQL coding - Ability to simplify complex instructions - PowerShell for anything not possible in SQL This project will demand creativity and intelligence to design procedures that simplify data entry processes. Please only bid if you can offer solutions according to the basic complexity level specified. This initial project will just be designing a procedure to easily import traffic count text files into SMSS via stored procedures, a PowerShell script or any pr...

...PowerPoint - The contents of the landing page needs to be as per the attached example (I will send through as PowerPoint and as poorly converted HTML with images) ... but we want a wordpress theme around it so it looks like a proper website and is responsive compared just loading a single image on a page. i.e. needs to have - Company Logo at the top - Colours/Styles blue as per the example template - Copyright bar at the bottom - head office contact info at the bottom - menu with two items at the top (home and contact form) - basic contact form with capatcha, and the company contact details as well - made using wordpress with NO paid third party plugins please, really aiming for native wordpress here as it's just two pages - needs to be responsive so the text moves so it ...

I need a logo for my CRM software named Hourglass CGS. I'd like the logo to be minimalistic in style, primarily using the colors blue and green or the color combo of black and gold. Key Requirements: - Design a minimalistic logo - Incorporate an hourglass and gears into the design - Use a color palette of primarily blue and green - It should be usable as both a logo and an icon Ideal skills/experience: - Proven experience in logo design - Proficiency in minimalistic design - Ability to work with a specific color palette - Previous work with software logos is a plus Please include a link to your portfolio showcasing similar work when bidding.

...board for more than 20 hours a week to help me with various tasks. The ideal candidate should be proficient in Microsoft Office Suite and CRM software. Key Responsibilities: - Email Management: You'll be responsible for sorting, responding to, and organizing my emails. - Calendar Management: You'll be in charge of arranging meetings, appointments, and keeping my schedule up to date. - Data Entry: You'll assist in inputting and managing data. - Phone Calls: You'll also be expected to handle incoming calls and messages professionally. The successful candidate will have excellent communication skills and be able to work independently. Experience with Microsoft Office Suite and CRM software is a must. Being proactive, detail...

...virtual assistant to assist me with a range of tasks. Here's an overview of the key responsibilities and requirements: - Data Entry: The ideal candidate will be comfortable handling medium volume data entry tasks. This may include various forms of data manipulation, collection, and input. - Email Management: You'll be responsible for managing my email inbox. This includes reading, responding, and flagging important messages for my attention. - Appointment Scheduling: The role will also involve coordinating my schedule and setting up appointments. To excel in this role, you should have experience with: - Microsoft Office Suite, including Word, Excel, and PowerPoint. - CRM Software: Knowledge of Customer Relationship Management software w...

...financial and asset management company based in ADGM (Abu Dhabi Global Market). Key Deliverables: - BCP: The plan should cover data protection, disaster recovery, and network security. It needs to be tailored to a small business with less than 50 employees. - IT Policy: I require a thorough IT policy that aligns with best practices and the specific needs of my firm. Key Considerations: - My firm currently has 7 employees using Microsoft 365. There are basic existing IT infrastructure or policies in place. Hence, the BCP and IT policy should be designed from scratch. Ideal Skills: - Experience in creating BCPs and IT policies for financial companies. - Knowledge of data protection, disaster recovery, and network security. - Familiarity with the regulatory environm...

I'm in need of a WordPress developer who can adjust a template kit in Elementor Pro to create a business website. We'll need to change the colors and content around as per request of the client. There will be about 9 unique pages. Some templates will repeat to form around 15 total pages. Functionality is very basic. Only thing that needs to be added is a live chat plugin. I will share more specific details via chat.

As we aim to streamline our Sales and Marketing operations, I'm seeking a seasoned freelancer with strong expertise in Odoo setup, specifically for CRM, Sales and Email Marketing modules. If you are adept at setting up these Odoo modules, I invite you to bid on this project. Key Responsibilities: - Configuring CRM, Sales, and Email Marketing modules in Odoo - Providing guidance on whether any specific customizations or configurations are needed Ideal Skills: - Extensive experience in Odoo setup - Strong understanding of CRM, Sales, and Email Marketing modules - Able to provide clear and concise guidance Our primary users will be our Sales and Marketing teams, so experience in setting up Odoo for these specific teams is desirable. Your job will be to ensure...

...Configure access to SQL database from JavaScript. 4. Insert data into table via SQL query 5. Retrieve addresses to be geocoded from the SQL table. 6. Use Google Maps API to geocode each address. 7. Insert the geographical coordinates (latitude and longitude) in the SQL table. Each line in the xls file corresponds to a delivery. The file has 15 columns. The column names are, in order: Shipment, Rush order, Mode of delivery, Drop sequence, PP number, Delivery date, Weight, Volume, Addressee, Name of addressee, Deliver address addressee, ZIP/postal Code, Delivery info, Number of cartons/units, Total ADR. The data is sorted using the “Mode of delivery” information, which allows deliveries to be grouped by truck. During the day's import, only lines ...

I am in need of a skilled engineer, with expertise in both Microsoft Power Automation and SharePoint. The main task will be the automation of email notifications. Ideal Skills: - Microsoft Power Automation - SharePoint - Experience in automating email notifications There's no rush on project completion, quality is key here and I'm flexible on the timeline. Please ensure you've the relevant experience before bidding.

I need to give the class on Microsoft. Thansk

...customizable point-of-sale software tailored for my retail store. The software should offer various features including: - Import/export functionality: The software should support the import and export of products and customer data to enhance efficiency. - Scanning and printing receipts: I need the software to allow for scanning products and printing receipts with thermal printers. - User login for separate staff: It should also have a feature to allow separate logins for different users or staff members. - Inventory management: The software should include inventory management features for tracking stock levels and products. - Customer management: I need a system that can handle customer data and history, to help with marketing and future sales. - Tax calcula...

I'm urgently seeking an experienced freelancer to help me update my Joomla template and modules. Your responsibilities will include: 1. **Color Scheme Revamp:** The updated design should reflect the specific designs I've prepared. Expertise in creating an exact match is crucial. 2. **Adding New Functions:** Some new functions to improve my website's interactivity and user-experience need to be introduced. Having prior experience delivering such features will be advantageous. 3. **Styling Update:** I also require modifications and tweaks to the existing Joomla components and modules. Your skills should include Joomla templating and module modifications. The timely completion of this project is essential as I'm looking to implement these changes urgently. We h...

I am in need of an English-speaking customer service representative who is proficient in user communication via phone and live chat. Your key responsibilities will include: - Processing customer orders - Managing payments The ideal candidate should be highly skilled in CRM software. Previous experience in a similar role is appreciated. Outstanding problem-solving skills alongside a customer-first approach is a must. Your communication skills, both verbal and written, will contribute to the overall customer experience and reflect our brand image. Your focus will be to assist our customers in a friendly, respectful, and timely manner. Apply if you think this aligns with your skill set.

...Experience with Smart contract integration, Decentralized storage, and Tokenization of assets. - Ability to implement Generative AI and integrate with ChatGPT 4.0. - Proficiency in Third-Party Integrations like CRM, Lead Generation, Social Media, and Slack. - Previous experience with Android and iOS integration will be beneficial. The marketplace should be designed with the following features: - Smart contract integration - Decentralized storage - Tokenization of assets - User-friendly transactions - Implement Generative AI - ChatGPT 4.0 integration - Third-Party Integration like CRM/Lead Generation - Social Media Integration - Slack Integration - Android and iOS integration The target audience for this project is broad and includes: - Individual consumers - Businesses -...

A website for a web design agency is to be completed as a project. It is a coffin page that consists exclusively of a mega section, a multi-page form with multiple choice etc., a contact page, a portfolio page. Homepage Contact page portfolio Multi-page inquiry form for potential customers. Under no circumstances may a ready-made website template be used. It is an advantage if you can start work as soon as possible and your previous customers were satisfied with you.

...running website. My current goal is to increase leads, and I believe using HubSpot can help me achieve that. I'm specifically interested in implementing the CRM & Sales Hub, and Marketing Hub features. Key aspects of the project include: - Consultation: I'm looking for a HubSpot expert who can provide me with a comprehensive consultation on how to best set up HubSpot for my real estate business. - Strategy: I need the freelancer to help me develop and implement effective strategies on how to make the best use of HubSpot to significantly increase my leads. - Features Implementation: I want the freelancer to help me set up and implement the CRM & Sales Hub, and Marketing Hub features of HubSpot. Ideal skills and experience: - Proven experience and experti...

I'm seeking a detail-oriented freelancer for a text data entry project. The primary task is to input text data into a spreadsheet accurately. Additionally, these data must undergo sorting for seamless navigation and understanding. Key Responsibilities: - Text data entry into a spreadsheet - Implement effective sorting to organise the data Ideal Skills: - Proficient in Microsoft Excel - Strong attention to detail - Experience in data sorting techniques - Excellent typing skills The ideal candidate will possess a solid knowledge of Excel functionalities and data sorting. I look forward to connecting with passionate individuals eager to take on this task.

Multi-scenarios Custom Sales Commissions Excel Spreadsheets Dashboards. Develop a bespoke Microsoft Excel spreadsheet to accurately calculate sales commissions. The specifics: - The variables: the spreadsheet to take into account the Sales Volume, the Profit, and the Commission Percentage while computing sales commissions. - Calculation specifics: Commission should be determined accurately according to custom formulas (using the previous variables) that considers the Commission Percentage. - Data input: The spreadsheet will be easy to use, allowing to manually input the data for calculation. This tool (Multi-scenarios Custom Sales Commissions Excel Spreadsheets Dashboards) will enhance efficient determination of commissions, hence accuracy and precision are paramo...

I'm seeking a skilled developer capable of building an automated drip sequence in Word Press/Fluent CRM. The primary function will be to trigger actions for sending emails. Your responsibilities will entail: - Designing and developing an email focused automated drip sequence. - Ensuring the sequence can handle a frequent and varying email sending schedule. Ideal candidates should have: - Profound expertise in creating automated drip sequences. - A strong background in email-based marketing automation. - Knowledge in managing and operating complex email sending mechanisms. Your ability to provide a solution allowing for future enhancements or changes will be highly considered. Proven prior experience is a must.

Your research paper topic is of your choice. The only requirement is it should reflect "reputation." The research paper is to be at least four pages in length with in-text documentation and a Works Cited page. The format is to be MLA and the MLA TEMPLATE

I am in need of an expert who can assist me with the customization and setup of Microsoft Office applications. Key responsibilities: - Assessing my requirements and suggesting the best ways to customize the Microsoft Office software. - Configuring the settings and options of the software to meet my specific needs. - Providing step-by-step guidance to help me understand and use the customized features efficiently. Ideal Skills and Experience: - Proficient in Microsoft Office Suite (Word, Excel, Outlook). - Experience in customizing and setting up Microsoft Office applications for various purposes. - Excellent communication skills to explain technical information in a clear and understandable manner. Your assistance would be greatly appreciated.

Villa Silvana Building IFC Model with BlenderBIm Export Ifc and FBX. Ifc File import in UNREAL Engine and setup location map with Cesium plagin.

Hi, I have a new project described in Google doc named 'Ascend 2024 Presentation Information'. The document and template are located here: Please let me know if you're interested and you can complete before end of day on Tuesday. Gary

Riabilia Building IFC Model with BlenderBIm Export Ifc and FBX. Ifc File import in UNREAL Engine and setup location map with Cesium plagin.

I'm looking for a Google Sheets expert to help me automate a process involving day by day data input process I'm seeking a freelancer who can streamline and automate the repetitive task of data import and export in Google Sheets. The ideal candidate should possess the following skills and experience: - Proficient in Google Sheets: You should have in-depth knowledge of Google Sheets and be able to manipulate data effectively. - Automation Skills: Experience in automating processes in Google Sheets is essential. Feel free to ask any questions, and please provide relevant examples of your past work. Thank you.

I'm seeking a professional with proven experience in NetHunt CRM to help set up key workflows and make necessary updates. Key Requirements: - Setting up workflows for lead management, sales pipeline, and customer support. - Adding custom fields to the CRM, including text, number, and date fields. - Creating new fields for newsletters and drip campaigns. This project requires someone who is not only proficient in NetHunt CRM but also understands the specific needs of our business. Strong communication skills are a must, as we'll need to collaborate closely to ensure the CRM setup aligns with our objectives.

I'm in need of an expert in Twilio to create a custom contact center solution for my business. Key Requirements: -Automate whats app and other social media msg response -intergrate with CRM solution -other automation The ideal candidate should have: - Proven experience with Twilio development, specifically in the context of contact center solutions. - Strong communication skills and a willingness to understand my unique business requirements. - The ability to work on a flexible timeline and provide ongoing support and maintenance as needed. If you feel you can take on this challenging task and deliver a solution that perfectly aligns with my business requirements, please get in touch.

I'm looking for a professional who can manually inspect the editability of specific elements within a PDF template and subsequently generate two PDFs with my provided artwork. Key Requirements: - Manually check the editability of text fields and icons within the PDF template. - If the elements are editable, produce two new PDF files incorporating my provided artwork. The ideal freelancer for this project should have: - Proven experience with PDF editing. - Attention to detail and a keen eye for identifying editable elements. - Ability to work with provided artwork and integrate it seamlessly into the PDF. Please let me know your approach and methodology for this task in your bid.

I'm in need of a Business Development Manager (BDM) who can help drive sales and business growth across various sectors. The ide...business opportunities by understanding market trends Key Objectives: - Increasing sales - Expanding client base - Building strategic partnerships Target Markets: - Local - National - International Skills & Experience: - Proven work experience as a Business Development Manager, Sales Executive or relevant role - Demonstrable track record of meeting and exceeding sales targets - Proficiency in CRM software and MS Office Suite - Excellent communication and negotiation skills - Ability to build rapport with clients - MBA or equivalent in Business Administration, Marketing or related field. **This is a commission-based position with unlimited e...

Looking to create a professional and corporate style template for employee profiles. The requirement is non-batched and the number of profile creation is flexible. The template will need to include: - Name and Contact Details - Job Title and Department - Employee Photo and Bio - EPF and ESIC Details - Bank Account details ..etc Ideal freelancer would have experience in Human Resources, as well as graphic design, particularly with designing professional, corporate style templates. Strong understanding of what EPF and ESIC details entail will be a plus.

...CFO), IT Professionals - Geographical Focus: Europe The ideal candidate should have: - Strong experience in B2B lead generation, particularly in the technology sector. - Excellent communication and negotiation skills to interact with decision makers. - Profound understanding of the European market and its nuances. - Proven track record of delivering high-quality, verified leads. - Familiarity with CRM tools and other lead generation software. Your task will involve: - Conducting research to identify potential leads. - Engaging with decision makers and IT professionals to qualify these leads. - Providing detailed and accurate company information with each lead generated. - Ensuring the leads are geographically centered around Europe. I am looking for someone who can deliver qua...

...specifically involves the customization of existing modules to better suit the setup and starting business operations needs of Odoo. Particularly: - The principal focus is on having meetings to help us understand Odoo, setup to customize it to a particular workflow, help customizing the system with our workflow, Help Desk. Sales and CRM module, which needs modification. - Help making a customized Odoo Studio app that involves a form and integrating the submission of the data in that form to go to spreadsheets and also send that submission to a 3rd party website - Setup a series of team automated reminders and alerts that pertain to the status of a customer until customer is marked to be at a perticular stage in helpdesk - Setup helpdesk and make it work for our team - ...

NO AUTO BIDS - ONLY ZENDESK PRO! 'm in search of an experienced developer skilled in Zendesk API integration for a project related to airline claim forms. I will provide you parts of the template and you will add the form, calculations, API integration and ticket creations. The website should be built in Laravel or secure platform. If you know about EC261 claims it makes it way easier to choose you. You will do the following: - Create a form which is predefined through parameters and questions. - Add airline and airport database and organize the data with live search preview. - Calculations based on airport distance and claim form. - Zendesk ticket creation along with correct ticket numer and relevant information. - Multilingual form and site (Swedish and English). N...

...tracking software, with specific attention to: - Inventory management: Ensuring that the software effectively tracks the inventory of returned products - Reporting & Analytics: Enhancing the software's capability to generate insightful reports about warranty returns. - User access control: Improving the control measures for different user permissions within the software. - Ticket creation, Data Import and Export: Aptitude in handling these features are considered a plus. The overriding purpose of this software is to track and manage warranty returns effectively. Ideally, you should have previous experience in software creation and maintenance for tracking and managing products. The purpose of this project would be Bug fixing and improvement of the software too...

...clients. Identify sales opportunities and convert prospects into clients. Meet and exceed established sales targets. Maintain accurate records of all sales activities and potential clients in the CRM. Collaborate with the marketing team to develop effective sales strategies. Requirements: Previous experience in sales, preferably in a commission-based role. Knowledge and passion for digital marketing. Excellent communication skills and ability to make cold calls. Ability to work independently and manage time efficiently. Results-oriented with a strong work ethic. Familiarity with CRM tools and Microsoft Office. Ability to adapt to a remote working environment. Benefits: Competitive commission structure with unlimited earning potential. Flexibility to work. Opport...

Setting up the quick book, import sales data, invoices and cleaning up to have ready to use

I require a proficient developer with detail knowledge of the Google Calendar's API as a consultant to help us resolve issues with adding attendees to events and having the events show on the customer's calendars. Key Issues: - Replace Google's standard email to Customer about adding the event to their calendar with our own customized template. - Help us understand different approaches to synchronization to customer events - Best approaches to handling recurring events that have multiple days, different times on different days, and numerous exceptions Ideal Skills and Experience: - Extensive experience with the Google Calendar API. - Strong understanding of event creation and management. Importantly, we are counting on your expertise for this task - ensuring seam...

I need a skilled DevOps engineer with deep expertise in Ansible and experience in working with Microsoft Azure and Azure DevOps. Key Requirements: - Integrate Ansible into our Azure DevOps environment for setting up a comprehensive CI/CD pipeline. - Automate the deployment of applications using Ansible across our Azure infrastructure. Ideal Skills and Experience: - Extensive experience with Ansible, particularly in CI/CD context. - Proven track record of working with Microsoft Azure and Azure DevOps. - Strong understanding of automation tools and methodologies. - Excellent problem-solving skills and attention to detail. - Ability to work efficiently under pressure to meet tight deadlines.

I have an Oracle database configured with WE8ISO8859P1 character set (call it DB1). The database needs to be updated to character set WE8MSWIN1252. I need to preserve the DB1 database, so I've created a new database with WE8MSWIN1252 (call it DB2). I would like someone to do this for me: 1. Export entire DB1 including data 2. Import the DB1 export into DB2 Communication and control will be done with Zoom

I'm looking for a professional to help me with a CV in modern style, suitable for job applications. Key Requirements: - The CV should be well-crafted and tailored to the job market. - I need the CV in both Microsoft Word and PDF formats. Ideal Skill Set: - Prior experience in creating modern, job application-centered CVs. - Proficiency in Microsoft Word and PDF. - A good understanding of the current job market and employer's expectations. Please provide samples of your work and your estimated timeline for completion.