Salesforce crm jobs

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 READ PLEASE READ PLEASE READ PLEASE READ PLEASE READ - if you are going to submit some type of placeholders or generic not related designs, your entry will be reject right away. Do NOT place your bids with generic not related stuff, do NOT ask us to look at your portfolio. Screenshots; Company info, services and playground are few sections of the form - this is the form we need Sample...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 the ...

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.

I'm in search of a highly skilled Service Now API developer to help me integrate my Service Now platform with external APIs. Key Responsibilities: - Integrate Service Now with selected external APIs - Salesforce, Jira, and Slack - Ensure seamless data flow between the service management system and the external platforms - Develop robust communication and error handling protocols between Service Now and the external APIs The ideal candidate for this project should be well-versed in Service Now API and have a solid track record in integrating with external APIs. Experience with Salesforce, Jira, and Slack APIs is a definite plus. Strong communication and problem-solving skills will be essential for this project.

...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...

...social media settings and digital door knocking, be extremely fluent in English, and align well with Scott’s personality and communication style. This full-time position offers the opportunity to impact millions of families through Dinner Table's innovative banking and education services. The company values growth, learning, and a community-driven culture. Additional skills in DM automation and CRM platforms like Go High Level are advantageous. Interested candidates must fill out a qualification form to proceed with their application. The position promises extensive training, continuous learning opportunities, internal growth, and a commission-based compensation for successful deals. For a detailed guide on how to apply and what to expect during the application proc...

..., 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...

I am keen on integrating customer data between my current ERP system, Orderwise, and Salesforce. This integration aims to effectively manage and synchronize customer data, ensuring data consistency across all platforms. Key Responsibilities: - Establish a reliable integration process that will ensure all customer data in Orderwise is reflected in Salesforce, and vice versa. - Provide real-time synchronization operations to ensure accurate, up-to-date information. - Ability to handle large amounts of data without compromising the system. Ideal Skills and Experience: - Proven experience in integrating ERP systems with Salesforce. - Familiarity with Orderwise systems. - Proficient in customer data management. - Ability to solve complex integration issues. - Effective...

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...

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.

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...

...should gather all meeting details, including the agenda and action items, and pass this information to an API endpoint in Salesforce. Subsequently, this data will be utilized to automatically create a corresponding meeting record in our Salesforce application. Our team includes Salesforce developers who will handle any necessary integration with Salesforce. Therefore, the focus of this project is solely on the development of the Outlook add-in. The add-in's responsibility will be to capture meeting details, including agenda and action items, and pass them to an API endpoint. The Salesforce team will handle the rest, including data processing and integration with our Salesforce application. For further clarification we are looking for simi...

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...

I'm in need of a meticulous data verification expert who can help me with ensuring accuracy, updating outdated information, and...addresses, and Job title. - Ensuring all data entries are up-to-date and accurate. - Removing any duplicates found within the dataset. The dataset consists of more than 5000 entries, so I'm looking for a professional who is not only detail-oriented but also able to handle a large volume of data efficiently. Ideal Skills and Experience: - Extensive experience in data verification specifically salesforce. - Proficient in using data verification tools and software. - Strong attention to detail. - Time-management skills to handle a large dataset effectively. If you're confident in your ability to handle this task promptly and accurately, I...

...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...

...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 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...

Need a strong proficient administrator in Netsuite with 4+ years expertise who knows how to create Restlets, Suitelets, Suitescript, Mapped Reduce Scripts, Schedule scripts and understands Order to Cash, Item management, integrations and who can handle a range of daily tasks focused primarily on customization and configuration. Ongoing job...plus expertise in scripting and automation. User support and training skills will be an advantage. Ratings must be proof of past netsuite work or other platforms that show proof of past Netsuite work. Don't care about development expertise outside of Netsuite or within other systems...this job is specific to Netsuite only...only apply if you have direct Netsuite expertise and integrations like Salesforce, Google etx. up to 40h a week for r...

CRM setup Custom onboarding & training

As a business utilizing Salesforce, I am seeking admins and developers with deep understanding of the platform to craft insightful blogs focusing on: - Salesforce Administration - Salesforce Development This is not general content writing project instead need content creators who have base understanding of platform. The key requirements are as follows: - Deliver around 10 - 15 blogs per week - Each blog should contain 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...

...vertical website banners. Total number of graphics: 6 Visual Style: Maintain ™’s brand colors and typography to ensure consistency and brand recognition. Utilize clean, modern design elements that reflect the sophisticated nature of the software. The design should prominently feature the dashboard interface or iconography representing the various tools and functionalities offered (CRM, analytics, social media, etc.). Asset Types and Specifications: Facebook Cover Banner: The design should be visually compelling but not too cluttered, as it needs to communicate effectively within the constraints of Facebook’s layout. LinkedIn Cover Banner: This should be a more professional and polished design reflecting LinkedIn’s business-centric audience. Google ...

I am in need of a skilled web developer to create a high-end travel website with...The site will cater primarily to luxury travelers. Key features of the website will include an online booking system, a customer relationship management tool and a travel itinerary planner. Key Requirements: - Development of a luxury travel website - Modern and minimalist design - Online booking system - CRM tool integration - Travel itinerary planner Ideal Skills and Experience: - Proven experience in web development - Experience in building online booking systems - Familiarity with CRM tools - Design skills with an eye for modern and minimalist aesthetics - Previous experience in luxury travel website development. Please include examples of similar projects you have completed previously ...

Hi CubixSys, I noticed your profile and would like to offer you my project. We can discuss any details over chat. I want to Create Best Travel Website With Travel CRM

I'm looking for a skilled Spartacus trainer to help me reach an advanced level of proficiency. I have advanced knowledge of JavaScript, HTML, CSS, and Java, and now wish to learn Spartacus extensively. Requirements: 1. Expertise in training Spartacus. You'll be ideally Teaching me Spartacus from intermediate to advanced level Course-

...Service Management Web & Mobile App that utilizes Google's Cloud Services. The app should have the following features: - **Scheduling and Dispatching:** The ability for a dispatcher to schedule and assign tasks to field service agents. - **GPS Tracking and Mapping:** For the precise location tracking of field agents and the ability to map their routes. - **Customer Relationship Management (CRM):** A robust CRM system that allows for customer data management, tracking of customer interactions, and more. The app needs to be accessible on iOS, Android, and the Web. I'm looking for a developer with experience in field service management systems and utilizing Google's Cloud Services. The ideal candidate will have worked on similar projects, and be able to...

I need someone expert in restoring a SUITE CRM (SugarCRM) system precedent installed on a different domain. i have done backup of files and db but expanding on new domain it give an error (maybe many files to configure or something else to do i don't know. Al system is under plesk so i give a plesk customer containing files zipped and db zipped

As a business operating in Brussels, I need to hire a skilled IT technician to handle a range of tasks and challenges. The ideal candidate should...maintenance: This includes initial network setup and ongoing maintenance and troubleshooting to ensure our systems are secure and running efficiently. Your communication skills are key, as you will be expected to provide progress updates and discuss any issues through email and online messaging/chat platforms. Familiarity with Microsoft Office Suite is a must. Any additional experience with Salesforce or SAP would be an advantage. This is a great opportunity for an experienced IT professional who thrives in a fast-paced environment and enjoys problem-solving. Your expertise will be crucial in keeping our day-to-day operations running...

I'm seeking an expert for a data migration endeavor from Salesforce Classic to Lightening Starter. This project involves: - Moving over 12,000 Accounts and Opportunties - Several custom fields need to be replicated in Opportunties - Total of three users - Migrate Notes, Reports, and Attachments This process demands careful handling of data to ensure smooth transition with no data loss. The data currently exists in the Salesforce Classic version. Experience with Salesforce Classic and the newer Lightning Starter version is necessary. Perks for the job: - Salesforce certification or proven experience in Salesforce data migration - Familiarity with data sets (10,000+ records) - Ability to mitigate risks involved in data migration and ensure f...

I am seeking an experienced Dynamics CRM 365 developer with Virtual Entity expirence. I have got few virtual entity tables link to Azure SQL database. One table has got 1:M relationship with another. In my form, I am trying to populate custom view in lookup field of this virtual entity lookup. I tried it in two different ways but it doesn't work. Method 1: I created fetchXML and link two tables, I get the result but issue is records don't filter in query. I tried this method with advance find as well, and again records don't filter according to criteria for virtual entity. in Advance find, if I try to select the columns from second table then I get error. Methos 2: I tried to create Fetch XML query and use addCustomView method. This method works if filter criter...

This is a Python-based project involving LinkedIn connections parsing using a cookie file. The target is to uncover and analyze mutual connections between my personal friend's list and a CRM file. Important Aspects: - The script needs to efficiently extract the full profile details of LinkedIn connections, including their names, job titles, locations, and industries. The data about any mutual connections between my friends and my existing client database is distinctly relevant. - I also need the parser to generate records of connections between my LinkedIn friends and contacts in my CRM. - I would require the output to be well-organized and easy to navigate. It should be exportable and storable both as a CSV file and an Excel spreadsheet. Ideal Skills and Experience: ...

As the project owner, I urgently require a skilled developer to help integrate my WhatsApp system with a cloud. The integration needs to serve both outbound and inbound functions, and it should be compatible with web platforms. The ideal developer will bring t...integration needs to serve both outbound and inbound functions, and it should be compatible with web platforms. The ideal developer will bring the following skills and experience to this project: - Familiarity and experience with WhatsApp and cloud integration - Strong knowledge in web-based platforms - Past experience in implementing the following functionalities: auto-responding to messages and CRM integration. This project is urgent, thus a quick turnaround time and reliability are key attributes I am looking for in a f...

I'm in need of a Zoho CRM expert to help me get started and make the most of this platform. I'm a beginner user and I have some specific goals in mind. Key Responsibilities: - Providing initial Zoho CRM training and guidance for a beginner. - Assisting with setting up and customizing the platform to align with my business needs. - Guiding and teaching me how to improve my sales process using the CRM. - Helping automate certain key business workflows through Zoho CRM. - Coaching on how to effectively manage customer relationships through the platform. The ideal candidate for this project would: - Have extensive experience using Zoho CRM. - Be an excellent and patient teacher, capable of explaining complex concepts in an easily understandable ma...