Tapis

Carian terbaru saya
Tapis mengikut:
Bajet
hingga
hingga
hingga
Jenis
Kemahiran
Bahasa
    Status Pekerjaan
    2,000 crm bid tugasan ditemui, harga dalam USD

    The primary goal of this Instagram graphic is to STOP THE SCROLL and get people to click to learn more about Agent CRM () Headline: "It's kinda like Ozempic for your monthly software spend" Branding Guidelines: We're not just looking for a design; we want a scroll-stopping masterpiece. Think bold, think dynamic, think attention-grabbing. Your design should embody the essence of scroll-stopping creativity. Bold Typography: Typography should be a standout feature, delivering a clear and impactful message. Vibrant Colors: Infuse the design with vibrant and eye-catching colors that resonate with the audience. Creative Visuals: Incorporate imaginative and visually striking elements that immediately draw the viewer in.

    $75 (Avg Bid)
    Dijamin
    $75
    20 penyertaan

    I'm seeking driven freelancers adept at creating high-quality leads within specific industries. Your efforts will be compensated wit...of a significant size - Geographically based in our predefined locations Ideal Freelancer Profile: - Experienced in B2B lead generation - Solid grounding in E-commerce, Healthcare, and/or Finance industries - Proficient with CRM tools and LinkedIn for lead sourcing - Skilled in communication and negotiation - Proven track record of meeting or exceeding a 20% lead conversion rate This partnership is best suited for those who are: - Motivated by performance-based earnings - Capable of working autonomously - Results-oriented with a strategic sales mindset Please bid if you're prepared to align your success with ours through this r...

    $64 (Avg Bid)
    $64 Avg Bida
    10 bida

    Create Invoice & Create Receipt button will be there on CRM and related functionality like invoice creation from invoice button and receipt creation from receipt button

    $100 (Avg Bid)
    $100 Avg Bida
    1 bida

    I'm seeking an experienced developer to build a robust content management ...what's crucial: - User management system for varying access levels - Intuitive content editing tools - Efficient file upload and management features - A comprehensive customer database - Advanced search and filter options within the database - Customizable fields and profiles for customer data Ideally, you should have the following skills and experience: - PHP development expertise - Knowledge of CRM systems - Experience with user interface design - Proficient in writing scalable and clean code - Database management skills, especially with search functionalities - Prior work creating customizable fields within a system Your ability to integrate these features seamlessly will be key to the succ...

    $165 (Avg Bid)
    $165 Avg Bida
    18 bida

    ...Requirements: - A web-based system for accessibility anytime, anywhere - Strong lead tracking capabilities to monitor lead status and interactions - Integration with web forms, Excel file Upload, and manual entry for lead capture Ideal Candidate Skills: - Proficient in web development (.Net Core , Angular , HTML CSS) - Experience with database design and management - Knowledge of lead tracking and CRM systems - Efficient in integrating form and Excel/email data - Adept in creating user-friendly interfaces To ensure the system enhances our sales process, the freelancer should also have a solid understanding of sales pipelines and be able to suggest improvements for lead management workflows. Looking forward to collaborating with a detail-oriented and innovative developer who ca...

    $106 (Avg Bid)
    $106 Avg Bida
    15 bida

    ...with state-of-the-art CRM and marketing automation tools. The ultimate goal is to refine our sales funnel, ensuring enhanced lead conversion rates. Key Project Aspects: - Implement CRM to meticulously monitor our sales leads. - Set up automated follow-ups post-signup to maintain engagement. - Assure these automated emails are triggered reliably after a potential lead's registration on our site. Ideal Candidate Traits: - Proficient in CRM & marketing automation software. - Strong background in lead tracking systems. - Track record of improving sales funnels. - Aptitude for website integration with CRM tools. Anticipated Outcomes: - A robust system for nurturing leads. - Increased lead conversion through prompt follow-ups. - Efficient workflow betw...

    $10 / hr (Avg Bid)
    $10 / hr Avg Bida
    35 bida

    Vedi allegato per dettagli progetto. Richiesta conoscenza nello sviluppo di integrazioni WP su sistemi terzi. Il core del progetto è la scrittura di moduli per il collegamento tra WP e vTiger tramite chiamate Web API.

    $548 (Avg Bid)
    $548 Avg Bida
    40 bida

    We want to do a scrapping of some data fields and insert it's to zoho crm

    $48 (Avg Bid)
    $48 Avg Bida
    43 bida

    I'm looking for an expert who can dive into my Zoho ecosystem and fine-tune it specifica...straightforward task for someone familiar with Zoho CRM's capabilities. The job will involve: - Assessing the current setup of my Zoho CRM - Customizing modules and workflows to streamline operations - Implementing best practices for sales process optimization - Providing a brief training or guidance document Ideal skills and experience: - Proficiency in Zoho CRM customization - Proven track record of improving sales processes - Strong communication skills - Ability to provide training and support documentation Your expertise will not only optimize my sales but also contribute to the growth of my business. I'm excited to see how you can transform my Zoho CRM ...

    $762 (Avg Bid)
    $762 Avg Bida
    22 bida

    ...organizational and time management skills - I have excellent verbal and written communication skills like email writing, email handling, email management, also I have proper knowledge of different email marketing platform like Klaviyo, Sendinblue, Zoho, SendPlus, Mailchimp, Mautic etc -I am expert to schedule appointments or meetings by using different online platform like Zoom, Google Meet, Zoho CRM etc. - I can design basic graphic design by using Canva - I am proficiency in Microsoft Office Suite, Excel, PowerPoint, Google Spreadsheet, Google Docs - I am expert of research and data entry tasks like lead generation, web scarping and data collection from different website like Apollo, LinkedIn Sales Navigator, etc - I am familiar different social media platforms like Facebook, L...

    $334 (Avg Bid)
    $334 Avg Bida
    1 bida

    I'm looking for a freelancer with strong experience and background in implementing, customizing and managing Monday.com. This music production company I represent requires a comprehensive setup for project management, task tracking, and collaboration, including, but not limited to CRM, finance, and production implementation. Key tasks include: - Streamlining work processes for effectiveness and harmonization across all departments - Setting up automation and integrations to optimize operations - Conducting training for key staff (beginner-friendly) Skills and experience: - Proven mastery - Excellent systems integration - Training capabilities - Prior work with sales, marketing, production, and financial teams Your ultimate objective is to achieve a smooth transition for ...

    $25 / hr (Avg Bid)
    $25 / hr Avg Bida
    23 bida

    ...enhance our SaaS company's website, particularly with specific design improvements in color, fonts, and interactivity. We have a SaaS tool that serves as a fundraising toolkit. 1) investor research -- this feature enables founders to use an advanced set of filters to identify the right investors for their company. it also provides advanced analysis on investors in the form of a dashboard. 2) CRM tool -- this is an end to end pipeline tool that enables founders to manage every step in the fundraising process through a pipeline tool. this is also powered by AI and gives founders live recommendations based on how their pipeline is moving, investors they are adding etc. (3) power connect -- this tool leverages gmail, linkedin and other accounts to identify the fastest...

    $20 / hr (Avg Bid)
    $20 / hr Avg Bida
    41 bida

    I need Figma Design for CRM Platform 15 Pages Desktop and Mobile Designs. The final files will be Figma and it will be based on the Dark theme

    $2257 (Avg Bid)
    $2257 Avg Bida
    1 bida

    Use the Microsoft Dynamics 365 Business Central platform to build a highly-automated commercial real estate lending platform. The primary operations of the business are to lend money to borrowers...commercial real estate industry (in Houston, TX), and receive debt service back from the borrowers. Each loan must have its own environment and will operate as it's own business (separate accounting records, relationship records, automations), however the environment could be created once as a template and replicated for all loans. All business functions are intended to be housed on the platform (CRM, accounting, automation, and other business operations). Workflows can be provided, though ongoing meetings will be required to work through the automations of the business as they are f...

    $25 - $50 / hr
    Ditampilkan Segera Dimeterai
    $25 - $50 / hr
    8 bida

    Necesito instalar mi crm PHP en la web

    $141 (Avg Bid)
    $141 Avg Bida
    66 bida

    Sila Dafter atau Log masuk untuk melihat butiran.

    Ditampilkan Segera Perjanjian Kerahsiaan

    As a business seeking to identify potential customers, I'm in need of a skilled Lead Generation Specialist to attract and convert potential leads...in lead generation despite the exclusion of specific methods, supporting growth across unspecified industries. Requirements: - Proven experience in Lead Generation - Proficiency in using different tactics to generate interest - Exceptional communication skills to engage potential leads - Identify and cultivate potential customers who have displayed an interest in our offering - Proficient in CRM software Individuals who can contribute creative ideas for lead qualification are highly preferred. The goal is to generate leads who have a clear interest in the products or services my business offers. Looking forward to an upward gro...

    $75 (Avg Bid)
    $75 Avg Bida
    20 bida

    ...handling tasks like CRM, inventory management, and sales reporting. Key Features: - CRM (Customer Relationship Management): The software should facilitate seamless interaction with customers, from capturing their information to engaging them at every sales point. - Inventory Management: The software should track and manage my stock proficiently to avoid stockouts and overstock situations. - Sales Reporting: I need this feature for a comprehensive understanding of sales trends and forecasting. - Real-Time Site Visit Tracking: This feature should incorporate tracking of all site visits in real-time for instant data analysis and prompt decision-making. Skills And Experience: - Extensive expertise in software development specifically for retail businesses - Proficiency in ...

    $1922 (Avg Bid)
    $1922 Avg Bida
    20 bida

    ...necessary to support remote operations. To this end, our interest lies in implementing a range of systems: - A Content Management System (CMS) to manage and streamline our digital content, - A Customer Relationship Management (CRM) system to optimally track and manage customer interactions, - An Enterprise Resource Planning (ERP) system to manage and integrate our various business processes. -Integrated software and systems -Information security Ideal applicants for this project will have substantial experience in digital transformation, a strong understanding of CMS, CRM, and ERP systems, and a proven track record in modernizing outdated IT infrastructures. Candidates with a strong integration background will be given preference. We look forward to entering a more effic...

    $1350 (Avg Bid)
    $1350 Avg Bida
    1 bida

    ...through a CRM system Integrate with Google Workspace and RingCentral Key Features: Pricing Packages: Clearly display different pricing tiers for your publishing packages, with each tier outlining the included services (e.g., editing, illustration, printing, marketing). You can use a table format or individual cards for each package. CRM Integration: Explain that you need a CRM system like Capsule to track all your interactions with authors, including contact information, payments, manuscript submissions, and website traffic. This will help you manage leads and sales effectively. RingCentral Integration: Mention that you want to use RingCentral for your phone and communication needs. The developer should ensure seamless integration between RingCentral and your we...

    $188 (Avg Bid)
    $188 Avg Bida
    29 bida

    ...ideal candidate will have 1-3 years of experience in sales and possess specific skills necessary for success in this role. Skills and Experience Required: - Proven track record in sales, preferably in the technology industry - Strong communication and interpersonal skills - Knowledge of sales techniques and strategies - Ability to build and maintain relationships with clients - Familiarity with CRM software and tools - Goal-oriented and self-motivated Responsibilities: - Generate leads and identify potential clients in the technology industry - Conduct sales presentations and demonstrations to prospective clients - Close sales deals and meet or exceed sales targets - Build and maintain long-term relationships with clients - Provide excellent customer service and support - Stay ...

    $84 (Avg Bid)
    $84 Avg Bida
    6 bida

    Estoy buscando un programador experto en PHP y Excel. Tengo un excel y lo que quiero es crear un dashboard personalizado para mostrar esa información y dejar el excel conectado o importar los datos directo del CRM que es IMPORTANTE: HABLAR ESPAÑOL PARA QUE PUEDA VER EL VIDEO Y ENTENDERLO. Habilidades y Experiencia Ideal: - Expertos en PHP y Excel - Experiencia en el desarrollo de soluciones personalizadas - Comprensión sólida de la integración del sistema - Capacidad para generar reportes personalizados y mejoras en la interfaz de usuario - Experiencia con la automatización de tareas y mejora del rendimiento

    $503 (Avg Bid)
    $503 Avg Bida
    33 bida

    ...necessary to support remote operations. To this end, our interest lies in implementing a range of systems: - A Content Management System (CMS) to manage and streamline our digital content, - A Customer Relationship Management (CRM) system to optimally track and manage customer interactions, - An Enterprise Resource Planning (ERP) system to manage and integrate our various business processes. -Integrated software and systems -Information security Ideal applicants for this project will have substantial experience in digital transformation, a strong understanding of CMS, CRM, and ERP systems, and a proven track record in modernizing outdated IT infrastructures. Candidates with a strong integration background will be given preference. We look forward to entering a more effic...

    $904 - $1807
    $904 - $1807
    0 bida

    ...published onto a webpage Ideal candidates will have experience working with custom forms, integrating social media and adding e-commerce functionality to WordPress sites. Proficiency in handling APIs and a good working knowledge of JSON are necessary, as well as solid general programming skills. Please bid with relevant examples of past work. We will provide you the api details. You can get all the data and images link by api. Required a Plugin that integrates real estate listings from our CRM into our WordPress site, allowing users to view and manage various properties categorised by sales, rent, or features, complete with detailed pages and social sharing options. also required pagination for data, required fields or option to filter the data as per client required, dat...

    $145 (Avg Bid)
    $145 Avg Bida
    14 bida

    Sila Dafter atau Log masuk untuk melihat butiran.

    Ditampilkan Dimeterai Perjanjian Kerahsiaan

    I am looking for a CRM Developer who can work with the API of our current CRM platform. The main functionality we require is reporting and analytics. We need someone who can quickly and efficiently integrate the API to generate the necessary reports and analytics. All SIM Card activity The timeline for this project is urgent, with a timeframe of 1-2 weeks. Only experienced people contact me. who made telecoms CRM Ideal skills and experience: - Experience with CRM platforms and their APIs - Proficiency in data analysis and reporting - Strong understanding of the telecommunication industry - Ability to work quickly and meet tight deadlines

    $1128 (Avg Bid)
    $1128 Avg Bida
    81 bida
    CRM architect Tamat left

    ...our CRM sales platform and are in search of an architect who can guide our developer to smoothen the development. This project is urgent and requires immediate attention. Ideal Skills and Experience: - Zoho system proficiency - Familiarity with various Zoho CRM features, particularly in Task Management, Customer Segmentation, and Sales Reporting - Proven track record in enhancing CRM platform use and efficiency - Ability to deliver quality results quickly, as this project needs to be completed ASAP - Prior Experience in integrating and implementing Whatsapp API tools (Business on Bot), Mail API tools (Send Crux & Mail Chimp) and Messaging tools as well. Your responsibilities will majorly revolve around designing the work flow and coordinating with the IT team...

    $326 (Avg Bid)
    $326 Avg Bida
    15 bida

    CRM Development for Existing Business - I am looking for a developer to create a CRM system for my existing business. - The most important feature I need in the CRM is customer service tools. - I have a budget of less than $1000 for this project. Ideal Skills and Experience: - Experience in CRM development - Proficiency in customer service tools integration - Ability to work within a limited budget

    $1103 (Avg Bid)
    $1103 Avg Bida
    110 bida

    ...looking for a freelancer who can help me with my Zoho Expenses issues. I am currently experiencing the following specific issue: - Some products/all of them are not reflected in Zoho CRM - Expenses; Screenshots of how it supposed to be and how we see it now attached - Products syncing between Zoho Books and Zoho CRM; - "Customer Name" and "Payment Made" is not displayed anymore in Zoho CRM - Expenses. screenshot attached. I have not made any recent changes or updates to my Zoho Expenses account, and I am using the latest version. Ideal Skills and Experience: - Extensive knowledge and experience with Zoho CRM - Expenses - Custom Modules - Proficiency in troubleshooting and resolving Zoho Expenses issues - Strong understanding of expense...

    $22 / hr (Avg Bid)
    $22 / hr Avg Bida
    50 bida

    ¡Buscamos Freelancer Telemarketer para Proyecto de Software de CRM con gestión administrativa contable! Sobre Nosotros: Somos una empresa en crecimiento, situada en Buenos Aires, dedicada al desarrollo de soluciones de software CRM con gestión administrativa contable. Nuestro producto se destaca por integrar con WhatsApp y MercadoLibre, ofreciendo una herramienta completa y competitiva en el mercado. Lo que Necesitamos: Estamos en la búsqueda de un Telemarketer Freelancer dinámico y con habilidades para concretar reuniones, para unirse a nuestro equipo en este proyecto de comercialización. Si tenes experiencia en ventas telefónicas, pasión por la tecnología y sos un as en generar llamadas en frío efectivas, ...

    $6 / hr (Avg Bid)
    $6 / hr Avg Bida
    16 bida

    ...an expert in Zoho CRM and Desk. The freelancer will have to help implement and optimize their functions on my platform. Tasks include but are not limited to: - Setting up and managing Lead Management. - Setting up Sales Pipeline Tracking. - Help Desk Ticketing. As a freelancer, your application should showcase your: - Relevant Past work implementing Zoho CRM and Desk. - Extensive experience in working with these tools. - Detailed project proposal outlining how you intend to carry out this project. My goal for implementing Zoho CRM and Desk is to increase sales efficiency, improve customer service, and streamline data management. Hence, I need a freelancer who can drive these outcomes and ensure an efficient workflow. Ideal candidates should have experience with...

    $256 (Avg Bid)
    $256 Avg Bida
    42 bida

    I am looking for a Microsoft Dynamics CRM 365 Senior Developer with experience in the Online version. Skills and experience required: - Extensive knowledge and experience with Microsoft Dynamics CRM 365, specifically the Online version - Strong understanding of Sales Process Automation and the ability to develop and improve this functionality - Demonstrated experience in working with reporting and dashboards - Familiarity with Customer Service Management within Microsoft Dynamics CRM 365 The project has a specific deadline of completing the development and improvement of the Sales Process Automation functionality within 3 months.

    $9 / hr (Avg Bid)
    $9 / hr Avg Bida
    29 bida

    ...products or services, features, and benefits to effectively communicate their value to potential clients. 5. Appointment Scheduling: Schedule appointments for our sales team based on the availability and preferences of both parties. 6. Lead Management: Keep accurate and detailed records of all interactions with prospects, including contact information, conversations, and appointment details in our CRM system. 7. Follow-Up: Conduct follow-up calls and emails to nurture leads and convert them into scheduled appointments. 8. Goal Achievement: Meet or exceed monthly and quarterly appointment-setting targets to contribute to the company's overall sales goals. 9. Feedback: Provide valuable feedback to the sales and marketing teams regarding prospect responses, objections, and...

    $1667 (Avg Bid)
    $1667 Avg Bida
    10 bida

    We need to connect our CRM with our phone system in place. We need integration between Zoho CRM and WAZO (Asterisk 15) Features: - Click to call from Zoho Interface: callback user extention + keep time duration - Pop up when incoming call from WAZO and open customer record or if customer is not registred, open record creation and keep call duration It worked with ZOHO Phone bridge before annd it worked proprely but ZOHO CRM stopped the service few years ago. Thank you

    $536 (Avg Bid)
    $536 Avg Bida
    29 bida

    I need an Airtable CRM setup for storing and managing clients, agents, sales data for a real estate company. This CRM will need 3 user roles - Super Admin, Admin and Agent. The exact project requirements will be given in a document where all the goals will be written in detail along with reference videos. In the document you'll be able to find two reference videos which will help you visualise how to data needs to be stored. Please go through the document before placing your Bid. The project time frame is preferably 7 days, maximum 10 days.

    $485 (Avg Bid)
    $485 Avg Bida
    10 bida

    Lead Generation Project in the Technology Industry - Targeting the Technology industry for lead generation - Purpo...for lead generation - Purpose of lead generation is not specified - Desired quantity of leads is not specified Skills and Experience: - Experience in lead generation in the Technology industry - Knowledge of effective lead generation strategies and techniques - Proficiency in data mining and research - Strong communication and negotiation skills to engage with potential leads - Familiarity with CRM software and lead management systems - Ability to analyze and interpret data to identify potential leads and opportunities Note: The purpose of lead generation and desired quantity of leads should be clarified by the client for better understanding and accurate project ...

    $70 (Avg Bid)
    $70 Avg Bida
    8 bida

    I'm looking for a skilled developer to create a robust, user-friendly SAAS website with a strong focus on Customer Relationship Management (CRM), Project Management, and E-commerce functionalities. This service will be tailored for enterprise companies, necessitating scalable structures, robust performance, and excellent security features. In particular, SAAS website should have: CRM Features: - Sales forecasting: The ability to utilize data and analytics to predict and track sales trends. - Contact management: Effective organization and tracking of customer information, conversation history, and related documents. Project Management: - Comprehensive tools for planning, executing, and tracking project success. E-Commerce: - Facilitating online purchases, secure tr...

    $289 (Avg Bid)
    $289 Avg Bida
    24 bida

    ...website. 5. Utilize CMS WordPress for seamless content management and easy updates. **Technical Requirements:** - Design and development of one WordPress Website. - Ensure 100% Mobile Friendliness. - Integrate Multilanguage Plugin such as Google Translate or other suitable translators via WordPress Plugin. - All forms on the page must forward submissions to our Gmail and be stored in the WordPress CRM. - Logo, images, and content will be provided. - Implement essential plugins for SEO ranking and security measures. - Conduct thorough testing of the website for functionality and security before deployment. - Upload the finalized design to the server, ensuring a smooth transition. - Deliver source files and design materials to the client for future reference. **Qualifications:*...

    $56 (Avg Bid)
    $56 Avg Bida
    50 bida

    I'm looking to fine-tune my CRM system, specifically in regards to lead tracking and management. This project involves integrating Swipe pages or email content into my Netsuite CRM Leads platform page. The primary goal here is to streamline my CRM workflow. In line with this, I require a way to automatically update each lead with specific input collected through forms. Ideal candidates for this project should have: - Significant experience in integrating third-party platforms into Netsuite CRM. - Functional knowledge of CRM lead tracking and management. - Familiarity with custom form data handling. - Proven ability to streamline and optimize CRM workflows. This project requires attention to detail and a high level of proficiency with ...

    $403 (Avg Bid)
    $403 Avg Bida
    61 bida

    Os recursos que um aplicativo de organização de e-mail associado a projetos pode ter podem ser divididos em duas categorias principais: recursos de gerenciamento de projetos e recursos de organização de e-mail. Recursos de gerenciamento de projetos Os recursos de gerenciamento de projetos permitem que os usuários criem e gerenciem projetos, incluindo tarefas, prazos e membros da equipe. Alguns recursos específicos que podem ser incluídos incluem: Criação de projetos: Os usuários devem ser capazes de criar novos projetos com nomes e descrições personalizados. Adição de membros da equipe: Os usuários devem ser capazes de adicionar membros da equipe a projetos, incluindo nomes, endere&cced...

    $638 (Avg Bid)
    $638 Avg Bida
    13 bida

    Adva van egy CRM szoftver amiben bizonyos számú "elÅ‘gyártott" lekérdezés áll rendelkezésre, melyek egy xml file-ban vannak, (lásd csatolmány) Ezen file szerkesztésével lehet további egyéni lekérdezésekkel bÅ‘víteni a válsztható sablonokat. Ezen lekérdezések megírásához keresünk SQL-ben jártas szakértÅ‘t, aki segítene közösen elkészíteni további sablonokat, pl. Teams-es konzultáció keretein belül. Magyar nyelvű kommunikációt preferálunk az egyszerűség és a félreértések elkerül&eacu...

    $196 (Avg Bid)
    $196 Avg Bida
    18 bida

    I'm on the lookout for a seasoned professional who can assist in the enhancement of my Business profile. The aim is to improve the quality of my existing customer reviews which will in return drive my online visibility. - The main goal in mind is ...online visibility. - The main goal in mind is achieving improved review quality. - The core strategy to be undertaken involves encouraging my customers to write more comprehensive and detailed reviews about their experiences with the business. An expert with a strong set of communication skills would be perfect for this project. Experience in customer engagement, online reputation management and Crm tools are a must to drive this project to its desired success. Let's work together in creating an impactful Business presenc...

    $12 / hr (Avg Bid)
    $12 / hr Avg Bida
    18 bida

    ...pages and i just want those 6 unique pages to be developed. (I will replicate the rest of them) - It also has a basic form which is based on a logic and will give a correct answer depending on what the user selects. (I don't want to pay for a plugin for this form so it should be created wither using a free plugin or by coding. I also want the data collected in the form to be added in my hubspot CRM) - You also need to make sure the website is compatible on different web screen sizes Ideal skills and experience: - Proficient in WordPress development using Oxygen Builder. - Strong understanding of website design and layout. - Experience in implementing custom features and functionalities on WordPress websites. - Attention to detail and ability to follow design guidelines. - G...

    $502 (Avg Bid)
    $502 Avg Bida
    149 bida

    ...intermediate-level Suite CRM freelancer who is proficient in the WordPress platform or other. Here are the main responsibilities for the project: -CRM Customization: Tailoring Suite CRM to perfectly match our business needs, successfully making the software more user-friendly and effective for our specific use. -CRM Implementation: Ensuring that Suite CRM is accurately embedded into our website built on WordPress or others. It should be seamlessly integrated without disrupting the user-experience on our site. -CRM Training: After customization and implementation, the freelancer needs to conduct a thorough training. This training would help our team to quickly understand and effectively use the newly-implemented Suite CRM system. The i...

    $676 (Avg Bid)
    $676 Avg Bida
    39 bida

    ...accountability. Your team must develop a system offering real-time tracking. Integration Requirements: * CRM Integration: Must be compatible with a customer relationship management system, facilitating seamless data nerve between the loan software and our existing CRM software. User Roles and Permissions: * Loan Admin Role: The software should include an administrator role with the authority to manage the entire system. * Loan Approval Role: We require a distinct user role allowing specific personnel to approve or reject loan applications. * Borrower Role: The borrower role should allow users to apply for loans, check their loan status, and make repayments. Your team's in-depth knowledge of CRM system integration, loan management software, and building user-...

    $261 (Avg Bid)
    $261 Avg Bida
    67 bida

    Estoy buscando un programador experto en PHP y Excel. Tengo un excel y lo que quiero es crear un dashboard personalizado para mostrar esa información y dejar el excel conectado o importar los datos directo del CRM que es IMPORTANTE: HABLAR ESPAÑOL PARA QUE PUEDA VER EL VIDEO Y ENTENDERLO. Habilidades y Experiencia Ideal: - Expertos en PHP y Excel - Experiencia en el desarrollo de soluciones personalizadas - Comprensión sólida de la integración del sistema - Capacidad para generar reportes personalizados y mejoras en la interfaz de usuario - Experiencia con la automatización de tareas y mejora del rendimiento

    $200 (Avg Bid)
    $200 Avg Bida
    39 bida

    ...Required: - Proficient in email marketing and Linkedin outreach strategies - Strong understanding of B2B lead generation tactics - Excellent written communication skills for crafting personalized emails and Linkedin messages - Experience in using email marketing software and Linkedin tools for outreach - Ability to research and identify potential leads within the target B2B audience - Familiarity with CRM systems for tracking and managing leads - Proven track record of successful lead generation campaigns - Knowledge of best practices for optimizing email deliverability and response rates - Ability to analyze and interpret data to measure the effectiveness of outreach efforts Project Details: We are seeking a skilled professional to assist us in generating leads through email ...

    $135 (Avg Bid)
    $135 Avg Bida
    29 bida

    Current Platforms we use • Salesforce Enterprise CRM • Squarespace for both website and video consultations through Acuity scheduler. We understand it has the potential for invoicing and an online member community • Trello for project management • Stripe for clients who want to pay via credit card – we’d want to explore the potential of Stripe instead of our current invoicing platform Quickbooks and Breadwinner Requirements: • Seek a freelance web developer with proven experience in Squarespace, Salesforce, and Stripe integrations. • Require in-depth knowledge of Salesforce CRM functionalities, particularly in lead management and reporting. • Look for familiarity with Stripe and its capabilities in payme...

    $3238 (Avg Bid)
    $3238 Avg Bida
    15 bida

    I am looking for a skilled freelancer who can help me replicate data from our CRM system in Dataverse to Azure SQL in near real time. Here are the specific requirements for the project: Source of the Data: - The data in our Dataverse comes from our CRM system. Data Replication Method: - We prefer to use transactional replication for the data replication process. Data Update Frequency: - We need the data to be updated in Azure SQL in real-time. Required Skills and Experience: - Strong experience with CRM systems and data replication processes. - Proficiency in setting up and configuring transactional replication. - Knowledge of Azure SQL and the ability to seamlessly integrate it with Dataverse. - Experience in working with real-time data updates and ensuring data i...

    $473 (Avg Bid)
    $473 Avg Bida
    19 bida

    I'm currently seeking a Hubspot specialist/developer with a focus on CRM setup and systemisation of vital tasks. Your role will encompass the automation of tasks, reports, forecasting, pipeline, and a tier system. It's important that you not just create, but also integrate and optimise these functions within the organization. Key Responsibilities: - CRM Setup - Business Process Automation - Report Generation - Sales Forecasting - Pipeline Management As evidence of your expertise, I'd like to review your past work specifically revolving around Hubspot. A solid background in similar projects is a must. Having the Hubspot Sales Software Certification is highly needed for this role. This certification indicates a deep understanding of HubSpot, which will unden...

    $1264 (Avg Bid)
    $1264 Avg Bida
    26 bida