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    2,000 sistema crm que es jobs found, pricing in NZD

    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...

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    Tenho um dominio com um programa de multi atendimento instalado tenho que criar as paginas inicial e com menu tabela de preços, outros produtos e suporte etc exemplo de como eu quero as paginas

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    I'm looking for an experienced Zoho 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 d...

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    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...

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    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.

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    ...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-oriented, and able to prioritize tasks is ...

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    I'm in need of a diligent and reliable virtual assistant to assist me with a range of t...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 will be a huge advantage. I'm looking for someone who can be available on an on-call basis for this role, as tasks may come up sporadically. Your punctuality, attention to detail and excellent communication skills are c...

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    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...

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    Trophy icon Logo inkl. Visitenkarte 10 days left

    I would like to have a logo created for my company. Also, a corresponding business card. The company is called IMBERA. The company offers services in client advisory for bu... but it doesn't have to. I am a civil engineer and prefer a clean structure. This should also be reflected in the logo. Looking forward to your ideas! Gerne möchte ich ein Logo für meine Firma erstellen lassen. Auch entsprechend eine Visitenkarte. Die Firma heisst IMBERA. Die Firma bietet Dienstleistungen in Bauherrenberatung, Springereinsätze, Consulting, Projektmanagement und Budgeting an. Es soll einen Wiedererkennungswert haben wie mein Kürzel (siehe Bildanhang), muss aber nicht. Ich bin Bauingenieur und habe gerne eine saubere Struktur. Dies soll sich im Logo auch wiederspiege...

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    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.

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    ...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 -...

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    ...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...

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    I am looking for a skilled developer to create a system that can manage and sell chatbots with AI. The main components include: Control Panel Features: Ability to activate or deactivate chatbots Update chatbots with new responses or features Manage clients and their chatbots effectively Display statistics about chatbots usage Provide access to chatbots' configurations Include a client database with their contact information The system should enable me to sell, update, and manage chatbots with ease. On the flip side, my clients should be able to access their chatbots through a login and utilize them effectively in both English and Spanish. Additionally, it is essential that the chatbot can integrate and be used on social media platforms like Facebook, Instagram, or WhatsApp. It should...

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    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.

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    WEB - One Home Propiedades 3 days left
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    Crear una web para venta de propiedades, que tenga opcion de buscador y que permita ingresar propiedades con fotografias e informacion. Se proveera de servidor donde dejar la web, ademas ya se dispone de dominio en chile. Se debera dejar la web creada en el servidor y enlazado a dominio. La web debe ser similar a esta: Gracias

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    Es crear un catálogo digital de EPp y dotación

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    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.

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    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.

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    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...

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    We are looking for 1 Freelancer Expert in Translation and Copywriting to join our e-commerce team. The resource will be in charge of: Translate and Re-write Amazon Product Listings for different categories from English to French and Spanish in a complete...experience in the role 10. Responsibility, attention to detail, proactivity and a high sense of autonomy with an orientation towards teamwork Project on an hourly basis with the possibility of long-term collaboration. No Agencies, No Inexperienced and No Contractors. You will be asked to take a free test for 1 Amazon Listing to check your actual skills, abilities and competences. P.S: Type 'EN-FR/ES' at the beginning of your proposal to show that you understand all the details and requirements of the project and submit y...

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    ...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...

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    ...should be available at a rate of $5 per hour. The task at hand 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

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    ...relationships with 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 ...

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    ... Google Ads, Facebook Ads, and other marketing initiatives using GoHighLevel CRM and other tools. Lead generation: Utilize Clay Lead Generator, , and other lead generation tools to identify and nurture potential clients. Project management: Utilize ClickUp to plan, track, and execute projects, ensuring timely delivery and effective communication with clients. Client communication: Manage client relationships, answer questions, address concerns, and ensure projects are delivered to their satisfaction. WordPress development: Manage WordPress projects, including website creation, updates, and plugin development or customization. Tech stack management: Oversee our tech stack, including GoHighLevel CRM, ClickUp, Clay, Twilio, Air AI, , Google Ads, Facebook Ads, and other

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    I'm in need of a skilled CRM Developer to create a custom CRM system with a variety of functionalities and stringent data security measures. Key Functionalities Needed: - Contact Management: The CRM should be able to store and manage client information, including their contact details. - Sales Pipeline Tracking: It should track and monitor the stages of our sales process, helping us identify areas for improvement and potential bottlenecks. - Customer Support Ticketing: The system should provide a platform for our customer support team to manage and resolve client issues efficiently. - Job Sheet Tracking: I also require functionality to track repair/service jobs for various items like phones, PCs, cars, bikes, ACs, etc. Platform and Device Support: - The CRM...

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    I am seeking a skilled software developer to create a rental system CRM application with specific functionalities. Key Features Required: - Customer Management: The application should be capable of managing customer details, their rental history, and other related information. - Inventory Tracking: An efficient inventory tracking system should be in place to monitor the available and rented items in real-time. - Rental Scheduling: The ability to schedule rentals, track them, and send reminders to customers is crucial for this project. Platform Compatibility: The software should be compatible with various platforms including Windows, MacOS, iOS, and Android. Essential Functionalities: - User Authentication: The system should validate the users based on their login credentials. - ...

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    I need someone well-versed in Zoho CRM and Magento2 to assist me with creating and publishing API endpoints. Key Requirements: - Experience in creating API endpoints in Zoho CRM and Magento2. - Proficiency in publishing these endpoints. The Job: - The primary tasks will revolve around developing API endpoints. - This will involve working with Zoho CRM and Magento2. Data Access: - The endpoints are intended to give access to order and product data. Ideal Candidate: - You should have previous experience with similar integrations. - Knowledge of Zoho CRM and Magento2 is crucial. Please include any relevant samples of your previous work when applying.

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    As a business in the heavy machinery industry, I'm seeking a skilled digital marketer to ma...primary objective of this campaign is to acquire leads from international customers. Key Project Details: - **Objective**: The main goal is to generate leads. - **Target Audience**: The campaign is intended for international customers. - **Industry**: Heavy Machinery -**Duration**: 5 Month Create campaign reports, weekly & monthly or when needed the camaign shall be incorporated within hubspot crm Ideal Skills and Experience: - Proven experience in lead generation through digital marketing, specifically with a focus on international audience. - High level of Expertise in developing and optimizing Google Ads campaigns. - Familiarity with the heavy machinery industry is a plus,...

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    ...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...

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    I'm seeking a lead generation expert with experience in the pharmaceutical, chemical, healthcare, API and nutraceutical industries. The primary goal of the project is to generate new business opportunities through phone-based outreach. Key Responsibilities: - Conducting market research to identify potential clients within the spec...Proven experience in B2B lead generation, specifically within the pharmaceutical, chemical, healthcare, API & nutraceutical sectors - Excellent communication and interpersonal skills for phone-based outreach - A proactive and results-driven approach to generating new business opportunities - The ability to work independently and as part of a team to achieve lead generation targets Experience with CRM systems and email marketing tools would be ...

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    ...algunos conceptos y quisiera que me programaran un chatbot como "neuro-sama". Solo en la conversacion, no modelo vtuber ni que haya opcion de leer el chat (como en el pasado). aqui una referencia de lo que hablo: Y responda por favor a las siguientes preguntas al enviar su oferta: 1: ¿Que programas necesitamos ambos para ejecutar el programa? 2: ¿Cuanto es el cobro total por tu trabajo en dolares? 3: ¿Puedes poner una opcion que me permita darle feedback al chatbot? ¿Y puedes ponerle "memoria"? 4: ¿Algun dato que deba saber sobre este contenido/tema? 5: Si tiene una pregunta especifica sobre el proyecto comentela en este punto. 6: ¿En que tiempo finalizas el trab...

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    ...Business API. The chatbot should have automated responses, user data collection and CRM system integration. I am also open for integrating any Opensource projects or any relevant suggestions Key requirements: - Design and implement a visual flow builder for WhatsApp Business API - Develop the chatbot with Node.js - Implement automated responses and user data collection features - Integrate the chatbot with CRM systems for seamless user data management - Ensure the chatbot is user-friendly and intuitive to use on the WhatsApp platform. Ideal skills: - Proficiency with Node.js and a solid understanding of JavaScript - Experience in building chatbots, specifically for WhatsApp Business API - Prior experience with CRM system integration - Excellent problem-solving ...

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    Necesito un traductor que me colabore en una reunion con un cliente canadiense, traduciendo de ingles al español y viceversa. Tema a tratar seguros de incendio para un apartamento. La reunion es virtual por la plataforma Teams de microsoft

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    Android Forex Live Chart App 2 days left
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    I am seeking an experienced Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a spe...

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    I have a Google document with incomplete data that needs to be corrected. The data includes missing names, mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work examples are require...

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    I'm seeking a skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lead generation f...

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    Mi cliente es una ONG y necesitamos un desarrollador de Wordpress para perfeccionar algunos aspectos técnicos de nuestro sitio web. El sitio ya está activo, pero necesitamos las siguientes mejoras: - Corregir la implementación de la funcionalidad de suscripción: estamos buscando utilizar las suscripciones de WooCommerce para administrar las suscripciones de nuestros donantes. La experiencia previa con esto es una ventaja. - Corregir la integración del formulario de contacto: queremos integrar Contactform 7 para una experiencia de usuario perfecta. Si ha trabajado con este complemento antes, sería una gran ventaja. - Se corrigió la implementación de suscripciones de woocommerce con un complemento clave: hemos identific...

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    ...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...

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    As the client, I am search of a seasoned virtual assistant to support me during typical work hours, 9am to 5pm (UTC +1). The ideal candidate will possess the following expertise: CRM MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging impo...

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    I am in nee...potentially integrating more features as the project progresses. API Integration: - Gift card vendor APIs: It will be essential to integrate various gift card vendor APIs to ensure a wide range of choices are available. - Payment gateway APIs: Payment integration is a core feature. The platform should be able to accept various forms of payment securely. - Customer relationship management (CRM) APIs: Integration with CRM APIs will be necessary to maintain and manage relationships with our clients effectively. It's important that you have experience in developing similar B2B platforms and are proficient in API integration. Your work should be clean, secure, and scalable. If you're confident you can deliver a project of this magnitude, I'd love to...

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    ...individuals for health benefits or similar programs is highly desirable. -Excellent communication skills, both verbal and written, with the ability to engage prospects effectively. -Strong empathy and interpersonal skills to build rapport with prospects and earn their trust. -Self-motivated and results-oriented, with the ability to work independently and meet daily call quotas. -Proficiency in using CRM software or other tools for call tracking and data management. Benefits: -Daily and Weekly Bonuses based on production!!! -Competitive compensation based on performance and call volume. -Opportunity to make a meaningful impact by helping low-income individuals access essential healthcare services. -Potential for growth and advancement within the company based on performance. If...

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    ...in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experience programming in Deluge. - Proficiency in building custom applica...

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    I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...

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    I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!

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    ...custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead into the Leads module and link it ...

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    ...for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the CRM, instead the intermediate and cur...

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    I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Strong understanding of sales pro...

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    I'm in need of a diligent data entry specialist for my remote position. - Your main responsibility will be to input and maintain data in our custom CRM or database software. The average workload will consist of 100 to 500 entries per day. The job is part-time, offering flexible hours and the convenience of working from home. Ideal candidates should have: - Excellent typing skills - Strong attention to detail - Proficiency in data entry software, particularly in a CRM or database context - Good time-management skills Your expertise in data entry will help us keep our records up to date and running smoothly. Your dedication and precision are key to ensuring we maintain high data quality standards.

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    I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi an...Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is crucial to th...

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    ...trustworthy online worker. I helped many startups, entrepreneurs, and business owners achieve their business goals in the past. I am an excellent communicator with sublime linguistic skills, and attention to detail is my key skill. Ill follow your instruction for the letter and get back to you with fantastic results. Here are the services I offer: Data Entry Data Mining Excel Data Entry CRM Data Entry Data Scraping Copy Paste Work Data Conversion Shopify Product Listing WordPress Data Entry PDF to Excel or Word JPEG to Excel or Word Typing in Excel or Word E-commerce Products Listing Web Research and Web Scraping Please read the reviews from my previous clients where they speak about my professionalism, quality, and work ethic - Im confident you will find me...

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