Crm requirements gathering checklistpekerjaan
Saya nak but checklist untuk 30 hari before and after work dalam bentuk landscape dan size A3
Real Estate CRM Part 1 - multiple users (Staff 1, Staff 2, Closer 1, Closer 2 and etc) - Manually key in leads generated by staff (user) {Leads will contain multiple screenshots upload} - Submit the leads Part 2 - Closer 1 can login - Will have column like pending, completed, follow up - The pending column item will be reviewed and update the status and action accordingly. If require further action by staff, it will reassigned to the staff> Part 3 - When staff open again, staff will fill up the data required and create necessary docs and upload it back to the system. This update data and assign people will go on repetitively for above tasks. When done, it will move to completed column. Whichever leads not relevant at the moment, will move to follow up column...
I am in need of a reliable professional who can assist with carrying out pre-employment vetting for a candidate in Maputo, Mozambique. The ideal person for this job should have experience in corporate background checks and the ability to conduct a thorough vetting process. Key Responsibilities: - Gathering criminal records - Verifying employment history - Conducting education verification - Carrying out a detailed directorship record search. This directorship record search should encompass all past and present directorships for the candidate, providing a comprehensive insight into their professional background. The successful candidate should be able to locate and present this information in a clear and concise manner. Ideal Skills and Experience: - Experience in pre-employmen...
...certain packages.
Table package_statuses is equal to the status drop down list in the National Skills Competition module. Key Areas: - Sales and Invoicing - Inventory Management - CRM One must possess robust experience in these areas and be prepared to handle multiple tasks efficiently. I'd appreciate if applicants could showcase their proficiency in Odoo development, preferably through examples of past work. Any relevant certifications or endorsements are a considerable plus. Ideal Skills: - Experience in Odoo development - Ability to handle multi-faceted tasks - Proficiency in Sales, Inventory Management, and CRM modules of Odoo. If you believe you fulfill these criteria, I'd love to hear from you....
I currently use Hawksoft CMS and Marketing 360 CRM. My project requires a platform that integrates these systems with a document signer and a calculator. Key Features: - A user-friendly log in system with multiple users. - Integration of Hawksoft CMS and Marketing 360 CRM into the platform. - A document signer with the ability for electronic signatures and document tracking. - A calculator that includes formulas for interest and payment schedules. Ideal Skills: - Proficiency in CMS and CRM integration, particularly with Hawksoft CMS and Marketing 360 CRM. - Experience in developing document signing features with elements such as electronic signatures and document tracking. - Strong background in building calculators with advanced financial for...
I'm seeking a skilled HubSpot professional to provide me with training. Although I'm a beginner, I'm eager to get up to speed on Mark...Marketing and Sales Hubs. My primary goals for using HubSpot are to enhance our lead generation, customer relationship management, and sales pipeline management. Key Requirements: - Strong experience with HubSpot, specifically Marketing and Sales Hubs. - Prior training experience, especially with beginners. - Ability to tailor the training to my goals. Your responsibility will be to provide clear, engaging, and actionable instruction to help me utilize Hubspot effectively. You should be patient, good at explaining complex concepts simply, and able to adapt to my pace and learning style. A background in marketing automation and ...
I am in need of a detailed research project that seeks to uncover the owner information of all shopping centers in Montgomery, AL. The scope of this task is broad – you will need to find information on more than 20 different centers. Primary research focuses: - Gathering contact details of the owners - Identifying the property management companies for each center I am considering candidates who are able to deliver detailed, accurate, and current information. Attention to detail is key. Previous experience in real estate research and data mining will be an advantage. If you have a background in this field and have the analytical skills to complete the task, please apply. Thank you.
requerimos un experto en el proceso de marketing basado en google ads, creación de campañas, crear u optimizar una página web inmobiliaria, generar leads y alimentar los lead en una crm que puede ser lofty, implementar zapier... Que nos enseñe a manejar y hacer la alimentación de estas plataformas para que a los clientes le lleguen los correos automatizados, generemos llamadas. Con el fin de que vendamos propiedades en Los cabos, Mexico.
I urgently require a web scraper proficient in extracting data from xing.de. I will provide a file of specific company names, for which I want to obtain the number of employees. Your task will involve: - Gathering accurate and up-to-date data on the number of employees for each company on the list - Formatting the information suitably for my usability. You need to have proven experience in web scraping, particularly on professional platforms such as Xing. Familiarity with German language platforms is beneficial. The deliverable is a neatly formatted file containing company names and their respective employee numbers.
...presented to potential investors and should encompass the following key areas: - Hotel Location and Description: The dossier should include a detailed and enticing textual description of the hotel, its features and amenities. It should also incorporate maps and photos to help potential investors visualize the location and the building itself. - Investment Opportunities: Your task will include gathering and organizing information about the investment opportunities this hotel project presents. This information will be presented in a suitable format for inclusion in the dossier. The ideal candidate for this project should have a combination of design and content creation skills. Attention to detail and the ability to distill complex information into a clear and visually appealing...
...already managed the authorization part; now what's required is the trigger setup. I have comprehensive API guides at hand and simply need someone with the right expertise to get the trigger implemented. Key Tasks: - Creation of a trigger that will add a new client to a specific list - Implementation of the trigger in accordance with the API guides The trigger that needs to be created will involve gathering and adding the following information: - Name - Email - Phone number I'm seeking a professional with the following skills: - Strong experience in developing APIs - Proficiency in working with Zapier and creating triggers - Excellent attention to detail to ensure the trigger is correctly implemented - Effective communication skills to understand API guides and delive...
I am in need of a skilled outbound appointment setter to assist in generating leads for my ERP solutions, specifically Zoho and Odoo. Key Responsibilities: ...requirement, preference will be given to candidates with experience in Zoho and Odoo, as they will be able to provide a deeper insight into our ERP solutions and potentially answer any preliminary questions that may arise. Ideal Skills and Experience: - Proven experience as an outbound appointment setter, preferably in the tech industry - Strong communication and negotiation skills - Familiarity with CRM tools and ERP systems - Knowledge of Zoho and Odoo (preferred) - Ability to work independently and meet targets If you're a self-motivated, results-driven professional with a knack for setting up quality appointments...
I need an experienced web designer to create a professional and corporate landing page for my business. I do not require integration with any CRM or email marketing services at this point. Key Requirements: - Design a visually appealing, modern, and clean lead generation page - Ensure the page is user-friendly and optimized for conversions - Implement responsive design to ensure the page looks great on all devices Your skills and experience in creating user-friendly, modern, and clean landing pages will be essential. Please share your portfolio showcasing similar work.
...developing a comprehensive marketing analytics tool designed to integrate data from various advertising platforms, website activity, CRM, and Marketing Automation Platforms (MAP) to provide a unified view of marketing performance. We require a highly skilled and efficient Data Engineer or Architect who can handle data export processes, model and create tables and entity relationships, and develop an efficient and scalable database within a tight one-month deadline. ### Responsibilities: - Data Integration: connect and streamline data from multiple sources including ad platforms (like Google Ads, Facebook), website analytics tools (e.g., Google Analytics), CRM systems (e.g., Salesforce), and MAPs (e.g., HubSpot). - **Accelerated Database Design:** Design and implement a ro...
I'm reaching out through this email to make another request. In this case, we have a very important client here in Spain, operating in the online product sales sector, very similar to TEMU. They are interested in having u...An internal client area providing information about the user's account (already created on () but requiring additional information specific to this platform). Image galleries and sliders. Social functions such as social media sharing buttons, activity feeds, or real-time comments. This will be a section within their own website, available in both Spanish and English. They have their own CRM system where any forms or information needed will be connected. They have a server hosting the current website, and this community platform will also be hosted on th...
I'm in need of a skilled email template designer to create a responsive email template that fits the Zoho CRM. Key Requirements: - The email template needs to be compatible with Zoho CRM. - It should be responsive, ensuring that it displays correctly on various email clients, including Gmail, Outlook, and Yahoo Mail. Application Requirements: - Please include your experience in designing email templates.
...conectar nuestro sitio web, , con nuestro CRM Pipedrive y habilitar la función de mensajes automáticos a través de Timelines, gestionados por Zapier. Este proyecto emocionante implica integrar funcionalidades clave para optimizar nuestra gestión de clientes y automatizar nuestras :Desarrollar una integración robusta entre y Pipedrive CRM, utilizando Zapier como gestor de automatizació mensajes automáticos a través de Timelines para mejorar la comunicación con nuestros la seguridad y la eficiencia de la integración, así como la compatibilidad con futuras :Experiencia demostrable en el desarrollo de integraciones web-CRM, preferiblemente con sólidos de
Want to build a specialized CRM system for a motor car dealership. The dealership will use it for customer communications and to personalise customers experience. It will collect/record sales data as well as customer information and serve as a repository of data for salesman to use to be able to upsell to customers, be notified about personal milestones and celebrations as well as track communications and provide notifications. Further information on the project will be sent as a freelancer is chosen. Please read brief and only bid if your amount fits with my budget.
...the sellers on the Miravia website. Requirements: - Extracting Seller Data: The main purpose of this project is to gather information about the sellers on the Miravia platform (). This includes the shop_id shop_name Ivl1_cate_name product_number avg_price shipping_duration company_location phone_number email_address vat_number company_name shop_rating shipping_on_time % followers comments etc. I require 10,000 entries of data I require the data to be well-structured and organized into a CSV or Excel file for further analysis. Skills and Experience: - Proficiency in Web Scraping: The ideal candidate should have extensive experience in web scraping and data extraction. - Attention to Detail: Since the project involves gathering a wide range of data points, having a
...Bahmni: As an important aspect of this project, the candidate would need to integrate Odoo and OpenMRS with Bahmni. Having previous experience in integration with third-party software would be critical to execute and ensure seamless synchronization. The ideal candidate for this project should preferably have a robust background in working with Odoo and OpenMRS systems, Bahmni, and other renowned CRM systems. The ability to effectively improve the user interface and experience will be an essential deal breaker in this role. As a professional in software development, your innovative solutions for custom module development will play a pivotal role in enhancing overall functionality. I am looking forward to receiving bids from enthusiastic, hands-on individuals who are open to engag...
2 data gathering and 3 dynamic excel model and part 6 evaluation performant and learning have a second excel with ways to improve
...importing model and addressing any concerns or objections. • Collaborate with the sales team to optimize sales strategies and share insights from customer interactions. Requirements: • Proven experience in sales, preferably in the pool equipment or related industry. • Excellent communication and presentation skills, with the ability to articulate complex concepts in a clear and compelling manner. • Strong understanding of customer needs and the ability to tailor sales approaches accordingly. • Self-motivated and results-oriented, with a drive to exceed sales targets and deliver exceptional customer service. • Familiarity with CRM software and sales tools is a plus. • Passion for our products and dedication to promoting our unique value p...
I'm in need of a freelancer who can help with collecting market research data. It's a simple task that involves gathering information about respondents' age and gender through online surveys. Key Requirements: - Background in market research preferred - Experience in online survey creation and management - Ability to target specific demographic characteristics (age and gender) Your role will be pivotal in gathering the necessary data that will be crucial for our ongoing market analysis. Please only apply if you can meet these specific requirements.
I need a professional to set up the WooCommerce Zapier plugin for me. The tasks include: - Configuring plugin settings - Creating Zapier workflows for automated tasks - Mapping data between Woocommerce and other apps - E...tasks - Mapping data between Woocommerce and other apps - Ensuring customer details remain in the database on my site In addition, I require assistance in transferring the WooCommerce account ownership on my site to a new WooCommerce account. Ideal Skills: - Proficient in Woocommerce and the Zapier plugin - Experience in setting up automation workflows - Familiarity with CRM and email marketing platforms such as HubSpot CRM, Salesforce, and Mailchimp - Skilled in account management and data migration Please bid if you're confident in completing th...
...skills; identifying the industry or industries they can work in; and, hopefully, bringing them back to the organisation as an active candidate to place. The role will include: - Cold calling to candidate data provided based on the script provided - Gathering and confirming information based on the script provided - Updating the information in the sheet provided - Returning regular updates on progress, highlighting any active candidates open to exploring opportunities Once the initial project is completed, we may have further project requirements, to be determined....
I'm looking to create a custom CRM platform that leverages NFC card technology, and an accompanying iOS app. Here's a breakdown of the project's key components: - **NFC Card Interface Features:** - Payment Processing: Users should be able to make purchases directly through the interface - Access Control: Secure access to certain information or features based on user roles - Loyalty Program Management: Implement a loyalty program to incentivize user engagement - User Portfolio: Users should be able to customize their interface with links, contact information, and product displays - **iOS App Development:** I need an iOS app to complement the NFC interface and provide a seamless user experience across different platforms. Ideal candidates for this p...
...a custom CRM system in Excel for my business. Key requirements: - Sales Tracking: I need a system that allows me to monitor sales performance and forecast future sales. - Task Management: The CRM should have a task management feature to help me organize and prioritize my daily activities. Additional details: - The system will be used by a small team of 1-10 users, so it needs to be user-friendly and easy to navigate. - No integration with other software or platforms is needed at this time, so the focus will be solely on creating a robust, efficient Excel-based CRM. Ideal skills and experience for this job would include: - Proficiency in Excel, with a clear understanding of how to create complex formulas and visual representations of data. - Previous experi...
I want to set up an online shop on my website and have it connected to Fresha CRM, the system I currently use. This shop should have a sophisticated design that complements my brand image. Key Requirements: - Development of a product catalog with detailed descriptions and prices - Inclusion of a shopping cart and a seamless checkout experience - Integration of online ordering and payment functionalities - Payment gateway setup to accommodate credit card and bank transfer options - Customization to align with an elegant and sophisticated design style Ideal Skills and Experience: - Proficiency in e-commerce development and CRM integration - Strong portfolio of elegant and sophisticated web design projects - Previous experience with integrating payment gateways - Excel...
...Intrusion Detection: The application must be able to detect and alert me about any potential security breaches. - Log Gathering: I'll need the app to effectively and securely gather logs from IoT devices. - Access Control Management: It should have the ability to manage and control access to the security system. Logging Mechanism: - The application should be able to log activities from sensors and smart home devices effectively. Ideal skills and experience: - Strong Python programming skills, coupled with experience in security applications. - Proficiency in designing and implementing robust intrusion detection systems. - Prior work on IoT device integration and data gathering. - Experience in access control management is a plus. - Understanding of secure logging ...
I am seeking a talented website developer to construct a formal, corporate-style ecommerce platform for my business. This high-quality site should be designed with the following features: - User registration and login capability - Product search a...the site, there would have to be membership levels, the site would sell merchandice and on-line coureses also charge for consultation on a timed basis. there would have to be upload and download capability for documents and images. it would be good if we could post to the social media account from the site. there would have to be a messaging system throughout the site (google workspace). Also a CRM as many messages to the site will be inbound leads. There can be other suggestions for development. scalablity, desktop, phone and tablet ...
...fully bilingual professional (I will interview in English) to do some tasks for my agency such as: PR Outreach Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Wordpress And others You must be a fast learner, attentive, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes. This job will start part-time as a test period, after that it will be full-time. Payment for part-time during trial period: Fee: 250 USD Performance bonus: 50 USD Results bonus: 50 USD If your work complies with my quality requirements and you give more than asked, you’ll get performance and results bonuses each month. After a two-mont...
...credit and sending payment reminders. - Finance Management: Tracking income and generating financial reports. - CRM: To maintain good relationships with our customers. - E-commerce Integration: Development of a functional e-commerce website and application. - POS: A point of sale system for store transactions. - WhatsApp Features: Integrating WhatsApp for customer communication. - Reminder and Offers: Sending reminders and offers to customers. - Mobile Application: Developing a mobile application for store management and billing. The ideal candidate should have experience in: - ERP system development. - E-commerce software development. - Creating mobile applications. - Working with CRM, Credit, and Finance Management systems. - Integrating WhatsApp features into applicati...
I'm looking for a researcher to assist me in my university project on Nursing Education. - Your main task will be to conduct detailed online research on the subject. This includes but is not limited to: - Gathering data, reports, and academic studies regarding the latest methodologies in nursing education. - Identifying key trends, challenges, and opportunities in the nursing education field. - Exploring innovative teaching strategies and tools used in nursing education. - Your research should ultimately help me in developing a well-informed and comprehensive research paper on Nursing Education. Ideal Skills and Experience: - Proven experience in educational research or nursing education. - Familiarity with online research methodologies and academic databases. - Strong...
...This system will need to be compatible with both Windows and Mac operating systems. Key Features: - Inventory Management: A robust tool to manage my stock of jewellery items, including tracking and updating inventory levels in real-time. - Sales and Order Management: A seamless system to handle the processing of orders and managing sales records effortlessly. - Customer Relationship Management (CRM): A centralized platform to store and manage customer information, with a focus on providing personalized and exceptional customer service. - POS & Credit Management: An integrated point of sale system that also incorporates credit management functionalities. - Finance Management: A module dedicated to tracking financial transactions, generating reports, and managing financial rec...
I am looking for a skilled freelancer to effectively integrate Zoho CRM and Zoho Campaigns to enhance the functionality of our sales team. **Key Responsibilities** - Successfully integrate Zoho CRM with Zoho Marketing Campaigns - Ensure all features are functional and optimized for our sales team - Troubleshoot any issues during the integration process **Application Requirements** - In your application, provide a detailed proposal outlining your method for this project. This should include your process and estimated timeline for completion. **Ideal Candidate** - Extensive experience with Zoho CRM and Zoho Marketing Campaigns (eblast, google ads, etc) required - Previous successful integrations of these software would be advantageous
We need a dedicated customer support telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires:...telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires: - A proven track record in customer support roles, ideally over the phone - Confidence and skill in handling all types of customer queries - Knowledge of CRM tools - Exceptional communication and problem-solving abilities - Experience with service-centric businesses...
WhatsApp CRM with Scheduling & Workflows I'm looking to create a WhatsApp CRM that incorporates a variety of features to improve our customer relations and team management. Key Features: - Scheduling Surveys: The system should support date availability checks, scheduling and booking confirmation via WhatsApp to our staff. Their responses should organise them into yes and no groups. This will help us automate repetitive tasks and sharing of information to groups of people. - CRM Management: I am an agent to film ans supply extras for background. This requires searching for certain character features of our staff. For example brown hair, 5"4 female. of male 6'2 blonde. I then send a availability check to work on certain dates and if they agree i send...
The Basketball Trainers App is a one-stop platform for connecting basketball trainers and players. Trainers can showcase expertise, sell courses and products, and provide training while players gain insights, make purchases, and engage in direct interaction. The app includes a premium membership, a...in direct interaction. The app includes a premium membership, a multifaceted approach for trainers, a worldwide learning platform, an integrated marketplace, a dynamic community hub, and new features to improve the user experience. In developing the BTA, I used Adobe XD for high-fidelity design and Balsamiq for low-fidelity prototypes. My responsibilities spanned project planning, requirement gathering, user research, wireframing, prototyping, visual design, and collaborative project m...
As the client behind this project, I am seeking a talented developer who can create a comprehensive chatbot. Although I skipped the two first questions, the functionalities I need are very specific. These include: - Answering frequently asked questions - Gathering user information - Offering product recommendations Familiarity with customer support, sales, and marketing, or information retrieval chatbots will prove beneficial. You should also be able to handle the complexity of having multiple functionalities Collecting user data will necessitate a solid understanding of data protection and GDPR compliance. Lastly, providing product recommendations calls for previous experience in e-commerce or a similar sector.
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 STOP SUBMITTING PLACEHOLDERS AND CONTACT US FORM, READ THE INSTRUCTIONS. IF YOU ARE NOT ABLE TO UNDERSTAND THE REQUIREMENTS, JUST DON'T SUBMIT ANYTHING. Screenshots; Company info, services and playground are few sections of the form - this is the form we need Sample and Sample Form just sample of current contact us for as a reference to the colors and design, should be blue and white. I need a custom HTML form designed for configuring my bot. - I'm looking for an expert in HTML form development. - You should be able to build a clean, user-friendly form that can be used to input bot details, such as bot name, description and language. - The form needs to be well-structured and easily navigable. Please see screenshot attached with the same of the bot config...
I'm in search of a proficient Sales development professional with a proven track record in Cold emailing and outbound cam...responding with brochures when leads request more details - Book a time on our calendar for confirmed leads Please let us know why you are right for this position. Key requirements: - Experience in cold emailing and LinkedIn based lead 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 ...
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.
More details: What level of customization would you like to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Busine...to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Business Which of the following authentication systems do you want to be implemented in your saas software? Email/password-based Modules that needs to be developed: Website Builder - Websites can be created in 1 click based on the type of the businesses 2. CRM - Where the users can keep a track of all the customers at 1 place. 3. Ai Assistant 4. AI Blog Builder Note: For more details go through the attached doc for full feature and functionality...
...opportunities. - Provide regular reports and updates on sales activities and pipeline status. **Requirements:** - 2-3 years of proven experience in business development, preferably in the software industry. - Strong understanding of ERP software, app development, and website development. - Excellent 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 tec...
...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 - Cust...
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...
