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    2,000 saxena swarit crm tugasan ditemui, harga dalam USD

    zoho crm +flow + tookan setup api

    $60 (Avg Bid)
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    1 bida

    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...

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    Zoho crm setup Tamat left

    Zoho crm setup

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    ...technical tools effectively. Key requirements: - A solid background in the retail banking industry, with a specific emphasis on unsecured loans. - Proficiency in Customer Relationship Management (CRM) software. Your responsibilities will include: - Collaborating with our team to identify potential areas for growth in our unsecured loan business. - Utilizing your expertise and the technical tools at your disposal to help us increase our loan volume. In summary, we aim to benefit from your experience and technical know-how to grow our business. If you have a strong background in retail banking and CRM software, we'd love to hear from you. Welcome for some Freelance to ,Who all in banking industry & have sound knowledge of Unsecured loan Business . We can bui...

    $6006 - $12011
    $6006 - $12011
    0 bida

    I need a professional to assist me in fully leveraging the power of Zoho CRM+. I require expertise in all modules of Zoho Sales & Zoho Desk, including but not limited to lead management, opportunity management, and sales forecasting. This project does not only involve setting up, but also includes guiding me on how to effectively operate these tools and functionalities in order to optimize my business operations. The ideal freelancer for this task: - Has comprehensive knowledge of and experience with Zoho CRM+ particularly in Zoho Sales & Zoho Desk. - Can provide insightful strategies for lead and opportunity management as well as sales forecasting. - Possesses strong communication skills to make sure I am able to use these tools independently in the future. Your ...

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    Our business requires a proficient freelancer for data entry tasks in our CRM system. TASKS: - You will be tasked with the responsibility of introducing a series of property data. We will provide the online database source where the necessary data can be found. PROPERTY DETAILS: - The data to be entered contains information about different types of real estate properties. These include Residential Properties, Commercial Properties, and Land Properties. SKILLS AND REQUIREMENTS: - Experience in Data Entry. - Knowledge of Real estate property details will be an advantage. - Familiarity with CRM systems is essential to accurately managing our property database.

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    ...interpersonal skills. - Self-motivated and able to work independently. - Strong organizational and time management skills. Lead Generation: - We envision the BDR primarily finding and identifying new leads through online research. This means you should know how to navigate online platforms, professional networks, and industry groups to find potential clients and opportunities. - Maintain and update our CRM with new leads and client information. - Schedule meetings and follow up with leads to move them through the sales pipeline. Cold Outreach Platforms: - You'll be expected to utilize LinkedIn, Facebook, and Email for cold outreach. Your understanding of these platforms and how to leverage them for business development is key to the success of this project. If you are a ...

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    I need a top-tier professional who can wear multiple sales hats. You'll need to handle cold calling, lead generation, and appointment scheduling. Target Market: Your focus will be on companies that specifically require shipping parcels across the world or within the USA. Skill Requirements: - Expertise in CRM systems - Proficiency in email marketing tools - Experience with Sales automation software Your task involves proactively reaching out to potential clients, generating leads and setting up appointments. A successful candidate should be able to navigate the complexities of selling to the specified industries and effectively utilize the various tools provided. This job is ideal for someone with strong sales, communication, and organization skills, ready to take charge ...

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    I need a skilled ERPnext developer who can deliver top-notch technical solutions to improve our system. The project is urgent and needs to be completed ASAP. Key Requirements: - Customization of Sales & CRM, Payroll, Project task management, HR modules: We are looking for someone to tailor these modules to our business needs, ensuring they function optimally. - Seamless integration with erpnext: We need the developer to integrate our system with erpnext seamlessly, without any disruptions in our current workflows. The ideal freelancer for this job would have: - Proficient in ERPnext: Experience working on ERPnext projects and a deep understanding of its functionality. - Integration Skills: Capable of integrating systems smoothly and efficiently. - Urgency: Able to work quickly...

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    ...custom database website that primarily serves as a customer relationship management (CRM) tool. In addition to the standard CRM functionalities, I'm looking for the following: - Expertise in complex Java and YAML scripting - Ability to create custom database scripts - Proficiency in API integration for seamless data transfer and communication - Prior experience in designing and implementing CRM front-end and back-end relations The most crucial aspect of this project for me is the user interface design and experience. I want a website that not only functions efficiently, but also looks and feels intuitive for users. I'm looking for someone who: - Is an advanced-level developer - Has a strong background in CRM development - Can demonstrate a port...

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    Tengo una tienda con un CRM "" y me gustaría tomar los datos de los leads, optimizar la ruta y subirla en una app así los cadetes puedan seguir una ruta de entrega

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    I'm in need of some assistance in setting up and fully integrating my account. I am also seeking comprehen...in setting up and fully integrating my account. I am also seeking comprehensive training on how to effectively use this platform's features. Key Tasks: - Full account setup - Coordinating integration of with an existing potentially unidentified CRM system - Providing in-depth training on usage of features Essential Skills/Experience: - Proven proficiency with setup and operation - Familiarity with various CRM systems, as we are uncertain of our current CRM - Strong communication skills for effective training delivery I look forward to receiving your proposals and working with a seasoned professional.

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    WHATSAPP CHATBOT 6 hari left
    DISAHKAN

    Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER MESSAGES DETECT If it is Customer or not and create a different communication based in the data in the system so answer the questions. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.

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    ...strategies that differentiate us in the market. - Sales forecasting to set realistic targets and allocate resources efficiently. - Sales Team Management: - Tracking and managing the performance of our sales team using CRM software. - Utilizing spreadsheets for detailed performance metrics and analysis. - Integrating project management tools for streamlining our sales operations. Ideal candidates for this project should have: - Proven experience in sales strategy development, planning, and execution. - A strong background in sales team management. - Proficiency in CRM software, spreadsheets, and project management tools. - Excellent research and analytical skills. Please share your relevant experience and how you would approach this project. ---------------------...

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    I already hired one person for this position but work is increasing so I am looking for a second one. A plus if you can do video editing or graphic design. I need a fully bilingual professional (I will interview in English via video) to do some tasks for my agency, such as: Social media Content editing or creating CRM management Email marketing Writing an ebook Researching Organizing data in spreadsheets Copywriting Basic Wordpress (change text, add a button, upload a file, etc) And others related to the position You must be a FAST learner, attentive to details, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes over and over. Attention to detail. Common sense. This job will part-time as a test peri...

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    Sila Dafter atau Log masuk untuk melihat butiran.

    Segera Dimeterai Perjanjian Kerahsiaan

    I'm looking for an expert technician familiar with Zoho to perform two key task: - Implement Zoho CRM: I already have a Zoho account, but I need a skilled freelancer to set it up properly, ensuring that all components are working as the should. - Configure Zoho Mail: Seamless synchronization between my Zoho CRM and Mail is crucial for my operations. I'm therefore in need of a professional who can configure Zoho Mail to function optimally. Additionally, a minor customization to the CRM to fit my company's unique needs is needed. You should not only have proficiency in Zoho but also possess a keen attention to detail to understand and implement these specific customizations. Experience in other Zoho integrations and setups will be an added advantage.

    $7 - $13 / hr
    Dimeterai
    $7 - $13 / hr
    46 bida

    I'm in need of a professional with expertise in HubSpot and its integration with our app Primary Objectives: - Increase customer engagement - Streamline our onboarding process - Improve our lead generation process Key Tasks: - Develop and implement a strategy for CRM integration between HubSpot and Sheets - Optimise the use of HubSpot features with Sheets integration The ideal person for this task should have proven experience with HubSpot, excellent understanding of CRM systems, and an ability to streamline processes for optimal efficiency. Capability to troubleshoot and resolve any issues that may arise during the transition period is crucial.

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    I'm looking for a skilled developer who can create an Outlook extension with integrations to vTiger CRM. The main features the extension should have include: - CRM Integration: The extension should seamlessly integrate with vTiger CRM for maximum efficiency - Contact Synchronization: It should be able to synchronize contacts between Outlook and vTiger CRM - Lead Generation: The extension should support lead generation functionalities with vTiger CRM - Email Tracking: Ability to track emails in Outlook that are related to data in vTiger CRM The ideal candidate for this project should have: - Experience in developing Outlook extensions - Proficiency with vTiger CRM - Strong background in CRM integrations - Excellent understandin...

    $18 - $150
    Dimeterai Perjanjian Kerahsiaan
    $18 - $150
    0 bida

    I'm looking for a skilled developer to help us in creating a seamless connection between Wufoo (form builder) and our CRM Hirehop, using their respective APIs. Ideal Skills and Experience: - Proficient in working with APIs - Solid experience in integrations between Wufoo and CRMs - Skilled in real-time data synchronization - Familiar with creating triggers for data transfer Key Deliverables: - Set up a real-time synchronization process between Wufoo and Hirehop - Ensure that only 'Order Details' data is transferred - Create a trigger for data transfer upon form submission on Wufoo Prior to responding please take a look at the HireHop API documentation here:

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    ...specific page. The collected data should be simultaneously sent to GoHighLevel (GHL) CRM for automated text and phone call follow-ups, as well as to an Excel sheet for manual review and further action. Key requirements: - Pixel Integration: Develop and implement a pixel solution that captures lead data. - Real-Time Collection: Ensure the system collects data instantly when a lead lands on the specified page. - GoHighLevel (GHL) Integration: Connect the system to GHL for automated text and phone call follow-ups. - Excel Integration: Enable the system to send collected lead data to an Excel sheet via email. Ideal skills and experience: - Proficiency in WordPress and pixel integration. - Experience with CRM systems, particularly GoHighLevel (GHL). - Knowledge of data handli...

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    Jsme malá, ale rychle rostoucí výrobní firma, která má pro monitorování procesu výroby svou interní aplikace napsanou v C# Core. Jelikož nám "odchází" náš vývojáÅ™, hledáme za nÄ›j náhradu. Jedná se o dlouhodobou spolupráci v trošku nepravidelném rytmu. Je to tedy vhodná pozice jako výplňovka ke své práci. Koho hledáme: - seniornÄ›jšího vývojáÅ™e s pílí ...trošku nepravidelném rytmu. Je to tedy vhodná pozice jako výplňovka ke své práci. Koho hledáme: - seniornÄ›jšího vývojá...

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    ...Gym's Name - Gym's Website Ideal candidates for this job are experienced data miners and researchers. Having a good understanding of the Fitness industry would be beneficial. Strong attention to detail is paramount, ensuring accuracy in data collection and entry. Additionally, demonstrating respect for privacy laws and guidelines, including GDPR, is essential. Experience with spreadsheets and CRM systems would be advantageous. Gyms must be privately owned only, non franchise. Offer Personal Training. Boutique Exclude: Category - Fitness Equipment Category - Community Health Centres & Services Category - Community Health Centres Category - Fitness Instructor Courses Mentions of - Gov Mentions of - Council Mentions of - Leisure Centre Mentions of - Aquatic Centre...

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    ...integrate a Dental CRM software and Voiceflow. Here's what I need: - Integration with Dental CRM: I want the patient data in the CRM to be synchronized with the chatbot we're building. - Integration with Voiceflow (chatbot builder): This part is slightly more complex. I need an integration that allows for booking and managing appointments, authorisation, as well as the ability to retrieve or create patient profiles. The goal is to build a chatbot that visitors to the website can interact with to book, reschedule, or cancel appointments. Automated messages to confirm changes will also be needed either through SMS or email. Ideal candidates will have experience in API integration, especially with CRM and chatbot builders like Voiceflow or Botpre...

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    I'm in need of a professional who can create a CRM system that's specifically aimed at automating our sales process. Furthermore, this system should be integrated with various marketing management features as detailed below. To ensure seamless operations, the CRM system should be able to integrate with a third-party app via API. Key responsibilities include: - Building a CRM system that focuses primarily on sales process automation - Ensuring the CRM system is well integrated with Email marketing, Social media campaign management, and SMS marketing - Seamless integration with a third-party app through an API Ideal skills and experience: - Proficient in CRM development, with a particular focus on automation - Strong background in Email market...

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    As part of an ongoing cold email outreach projet, I am looking to effectively move information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead sta...information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead statut to Airtable There is around 3K leads. Ideal freelancers will possess a solid understanding of cold outreach, sales funnel and ...

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    I'm in need of a skilled developer who can integrate Stripe payment into our current CRM system, which has an open API. The main function of the integration will be to track payments. Key Responsibilities: - Integrate Stripe payment system into our CRM - Ensure seamless payment tracking functionality - Testing the integration to ensure it's functioning correctly - Provide documentation on how to use the integration Ideal Skills and Experience: - Proficient in using Stripe APIs - Experienced in integrating payment systems into existing systems - Familiar with CRM systems and how they interact with external APIs - Strong problem-solving skills and attention to detail If you possess these skills and have prior experience in similar projects, I'd love to ...

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    Experto en Vtiger CRM 5 hari left
    DISAHKAN

    ...Vtiger CRM para unirse a nuestro equipo. El candidato ideal deberá tener amplia experiencia en la implementación, configuración y personalización de Vtiger CRM para satisfacer las necesidades de nuestros clientes. Será responsable de colaborar en el diseño, desarrollo e implementación de soluciones basadas en Vtiger CRM, así como de brindar soporte técnico y capacitación a los usuarios. Responsabilidades: - Implementar, configurar y personalizar Vtiger CRM según las necesidades de los clientes. - Colaborar en el diseño y desarrollo de soluciones basadas en Vtiger CRM. - Brindar soporte técnico a los usuarios y resolver incidencias. - Realizar capacitaciones sobr...

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    ...simple bookkeeping features. We need a comprehensive solution that streamlines the entire process, ensures transparency, and automates accounting and reporting tasks. 2. Solution: Commodity Transportation and Funding App Key Features: User Registration and Application: Commodity growers, shipping companies, and airline carriers register through a user-friendly web interface. User details, including CRM data, are captured during registration. Freight Tracking and Reimbursement: Record transportation details (departure, arrival, quantity of commodities) for each shipment. Calculate reimbursement amounts based on sales and freight costs. Automated reconciliation ensures accurate financial records. Automated Reporting System: Generate real-time reports on: Freight expenses Commodity...

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    Gestion de leads, campañas automatizadas de whatsapp y email marketing. Generación de plantillas HTML para email y landing pages con IA (chatgpt) Html Builder para edición de plantillas Creación de plantillas de mensajes de whatsapp con api de meta whatsapp. Calendarización de envíos. Automatización de mensajes de whatsapp Calendario de correos y whatsapps. Embudo de ventas (creación de landings, listas de contacto) Seguimiento de leads (envío de email personalizado o whatsapp) Cambio de status de los leads Configuración de Agentes Virtuales con whatsapp. Almacenamiento de archivos en Azure Storage Ya existe una base de modulos y código en github

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    Custom Video AI App for Web 5 hari left
    DISAHKAN

    I'm in need of a skilled developer to create a custom video AI app. The app is intended for sending personalized video messages to customers. As emails are sent, the app should automatically regenera...personalized video messages to customers. As emails are sent, the app should automatically regenerate customers names. The ideal candidate should have experience in: - Developing AI applications - Implementing video messaging features - Creating web-based applications Key Features: - AI Integration: The app should be able to regenerate customer names as emails are sent. - CRM Integration: The app should seamlessly integrate with CRM CINC and MOJO sales. - Web-Based: The app should be designed for use on the web. I am to ideas and I am aware that some companies already o...

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    Get Bonzo CRM Integration 4 hari left
    DISAHKAN

    I'm in need of a developer in United States who has experience working with the 'Get Bonzo' CRM and can assist with integrating it with other systems. The main task involves connecting an application form with the CRM, which should capture and send user information accurately. Key responsibilities: - Integrating the apply form with the 'Get Bonzo' CRM. - Ensuring the form correctly captures and sends user information (Name, Email, Phone number). Ideal skills and experience: - Proven experience working with 'Get Bonzo' CRM. - Strong background in system integrations. - Attention to detail to ensure accurate information capture. - Excellent communication skills to understand and meet the needs of our project.

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    I need a CRM solution designed around the latest version of Odoo, Odoo 13 or Zoho. I'm looking for developers with specific skills and experience customizing Odoo CRM or Zoho Creator (CRM). Key features I need to integrate: - Contact management - Management of the Contracted Services pipeline - Customer support tickets - Agenda management with confirmations via automation via email and Whatsapp - Patient Medical Records - Integration and Management of WhatsApp messages - Built-in video calling appointments Additionally, the project requires specific design and branding elements that will be explained in more detail during the selection process. An eye for detail and a creative mindset are required to meet the specifics of the project. Thanks.

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    We are seeking a skilled freelance writer to create comprehensive documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. Responsibilities: Collaborate with our CRM team to understand our current processes and requirements. Conduct thorough research and gather necessary information. Write detailed, step-by-step instructions and guidelines for various CRM processes. Ensure documentation is easy to understand and follow for both new and experienced users. Organize and structure the content logically for efficient reference. Maintain con...

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    I'm in need of a skilled developer who can create a chatbot SaaS platform. ...easily adaptable and integrable for both educational institutions and businesses. - AI-powered Chatbot: The chatbot should be equipped with AI capabilities to facilitate efficient and effective customer service. - Integration Capabilities: The chatbot should seamlessly integrate with CRM software for customer management and live chat support. Ideal Skills: - Proficiency in chatbot development, particularly SaaS platforms. - Expertise in AI and machine learning to deliver an AI-powered chatbot. - Experience with CRM software and live chat support integration. Your input will be crucial in creating an impactful solution for enhancing customer support. Please include your relevant experience and...

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    Company Overview: We specialize in providing innovative automation solutions for small businesses, including CRM, marketing automation, graphic design, and print solutions. Our goal is to streamline operations and drive growth with smart, reliable, and professional tools. Design Guidelines: Concept and Style: Modern and Professional: The logo should reflect a contemporary and professional look. Innovative and Smart: Emphasize the innovative and intelligent nature of our automation solutions. Fluidity and Flow: Incorporate elements that suggest smooth operations and efficiency. Color Palette: Primary colors: Consider using blues, greens, or grays to convey trust, innovation, and reliability. Accent colors: Orange or silver can be used as accent colors to add vibrancy and modernity...

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    Dijamin
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    Hi Faisal F., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

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    ...robust outgoing predictive dialer system for our call center operations. The ideal candidate will have a strong background in telephony systems, database management, and CRM integration. The dialer should support dynamic caller ID, IP whitelisting, multiple campaigns, and a minimum of 10 representatives. **Responsibilities:** - Develop an outgoing predictive dialer system that integrates with our existing telephony infrastructure. - Implement dynamic caller ID functionality. - Ensure the system supports IP whitelisting for added security. - Configure the dialer to handle multiple campaigns simultaneously. - Integrate a basic CRM to manage and search client information efficiently. - Ensure the system can support a minimum of 10 representatives. - Provide the capability to...

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    I'm in need of a skilled WordPress plugin developer who can create a Wo...in need of a skilled WordPress plugin developer who can create a WordPress plugin for me. The plugin will be used to integrate Gravity Forms with our custom SaaS CRM. Key Requirements: - Integration of Gravity Forms with a custom SaaS CRM: The plugin should seamlessly connect the data collected from Gravity Forms to our custom CRM system - Urgent Timeline: I need this project done ASAP, so I'm looking for someone who can commit to this timeline Ideal Skills and Experience: - Proven experience in WordPress plugin development - Strong knowledge in integrating WordPress with external systems - Familiarity with Gravity Forms and CRM systems. It's beneficial if you have worked...

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    I'm looking for a CRM automation expert to optimize and automate our daily processes in Monday.com. The aim is to streamline our operations, increase data accuracy, and improve task allocation in order to enhance efficiency and productivity. Key Requirements: - Automation of Sales Pipeline Management - Automation of Task Management - Automation of Communication Tracking Current Pain Points: - Manual data entry errors - Inefficient task allocation Expected Outcomes: - Streamlined processes to reduce manual effort - Increased data accuracy and reduction of errors - Improved task allocation and productivity Ideal Skills and Experience: - Extensive experience in CRM automation, particularly with - Proven track record in process optimization and efficiency improvements -...

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    Currently, I'm using Fluent as my email service provider and need a professional to automate our newsletter and welcome emails. We're a small company with less than 1000 subscribers, looking to improve engagement. Desired Skills: • Fluent CRM proficiency • Email marketing expertise • Experience with automation of newsletters and welcome emails Responsibilities: • Setting up automation for newsletter and welcome emails • Training our team on how to maintain and update these automated systems Only serious freelancers with solid references are encouraged to bid. Please include evidence of similar projects undertaken in your proposal.

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    Develop WhasApp Bot 5 hari left
    DISAHKAN

    Develop an WhatsApp bot to sell to our clients, based in IA chat and voice like Twillo, with Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER CALLS DETECT FROM AND Customer or not. 3 Hello Mr (name of the client) , how are you? 4. Hello, we have verified that you are not yet our Client 5 . What do you intend. 6. Speak to Our Commercial Department: Technical department Another subjects. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.

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    I'm looking for a highly skilled developer to construct a well-integrated business portal for me, which includes website and apps for both Android and iOS. The portal should be able to efficiently enhance productivity and streamline business processes. Crucial components to be developed include: - Customer Relationship Management (CRM) with key features such as contact management, sales forecasting, and lead management. - Enterprise Resource Planning (ERP) with essential functions such as inventory management, order management, and supply chain management. - Financial and taxation modules. - Human resources and marketing modules. - Service and productivity modules. An ideal person for this job should have: - Proven experience in creating and managing business portals with ...

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    My company is looking for a versatile and experienced team to handle an array of tasks related to our WordPress w...be able to work on the following areas: - **WordPress Website:** - Designing and creating web pages - Adding and managing content - Optimizing website performance - **Social Media and Digital Media:** - Posting videos and content on Instagram, Facebook, LinkedIn, and Ticktok - Engaging with the audience - Implementing effective strategies for lead generation - **CRM Management:** - Proficient in Odoo CRM - Maintenance and regular updates - **IT Matters:** - Handling all IT-related matters for our business The project needs to be completed on an ASAP basis. The team we're looking for should be able to deliver high-quality work promptly...

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    I'm seeking a creative and talented graphic designer to craft a modern logo that reflects my brand. Key Project Details: - Design Style: Modern - Usage: Primarily online (websites, social media) and occasionally in print (business cards, flyers) - Color Preferences: Bright and vibrant Ideal Skills and Experience: - Proficienc...Skills and Experience: - Proficiency in modern logo design - Strong understanding of online and print design principles - Ability to work with bright and vibrant color schemes - Past experience with creating logos that are versatile across multiple mediums Please include a link to your logo design portfolio in your proposal. Looking forward to seeing your unique and innovative ideas! logo is for an CRM Application called Digital Glide ( website name...

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    I'm in need of a talented Salesforce developer based in Hyderabad who can provide offline support for custom application development. This project requires your physical presence in Hyderabad, so remote support is not an option. Ideal Skills and Experience: - Proven experience with Salesforce development, particularly in custom application development. - Strong understanding of Salesforce CRM and its various functionalities. - Excellent problem-solving skills. - Strong communication skills, as you'll be required to provide in-person support.

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    I'm in need of a skilled Zoho expert to help me with the following tasks within Zoho CRM, Zoho Books, and Zoho Inventory, as well as integrations with Xero, QuickBooks, and Shopify. Key tasks include: - Data management and organization: Assist in setting up efficient data management structures within Zoho CRM, Zoho Books, and Zoho Inventory to help streamline our operations and enhance our understanding of client interactions. - Reporting and analytics: Create custom reports and set up analytical tools to help us better understand our business performance, customer interactions, and inventory management in Zoho. - Integration with other platforms: As we operate on Xero, QuickBooks, and Shopify for various financial and e-commerce functions, we require seamless inte...

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    We are seeking experienced lead generation professionals to assist in identifying companies raising equity capital for a growing company over the next 3-6 months. Ideal candidates will have a strong background in financial services ...to well-researched leads in specific industries. 2. Retainer: £1000 per month. PROCESS 1. Lead Research: Identify and research potential leads. 2. Email Outreach: Send emails to prospects. 3. Response Handling: Forward prospect responses to the business developer. 4. Scheduling: The business developer will schedule and conduct the sales calls. 5. Data Management: Upload researched data to our CRM in Excel format to ensure no duplications. If you are a driven lead generation professional with the required experience and skills, we would love to...

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    Title: Automated Data Retrieval from Websites Using CRM and CID Numbers Description: We are looking for an experienced developer to automate the process of retrieving data from specific websites using CRM and CID numbers. The goal is to develop a script or tool that will: Look up Doctor's Specialization: Use CRM numbers to search on the website: CFM Doctors Search Extract doctor's information including their specialization. Look up Disease Descriptions: Use CID numbers to search on the website: MedicinaNet CID10 Search Extract the disease description. Deliverables: ( ) A script or tool that can take a list of CRM and CID numbers as input. Automate the search process on the specified websites. Extract

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    I'm in need of a seasoned Sales Manager with a proven track record in the security and facility management industry. You'll be mainly responsible...mainly responsible for closing deals and building robust client relationships. Your tasks will include: -Generate & Converting leads into sales - Maintaining long-lasting relationships with clients Ideal Skills & Experience: - Experience: More than 3 years in the security and facility management industry - Key Skills: Strong knowledge of customer service practices is essential. Familiarity with CRM systems will also be a great plus. Your dedication to customer service and ability to close deals will pave the way for our company's continued growth and success. Looking forward to working with a results-orientate...

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