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    Buscamos experto en Low Code Development para el desarrollo de una aplicación en AIRTABLE para la gestión de clientes, productos, cotizaciones, ordenes de producción, pedidos, despachos, inventario y seguimiento de pagos. El desarrollo debe permitir generar documentos de forma automática (Cotizaciones, Ordenes de Compra, Remisiones) y generar estadísticas completas respecto a ventas, pedidos, productos, clientes, etc. Indispensable que el desarrollador hable español de forma nativa o por lo menos muy fluida.

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    I'm looking for an expert in Zoho to develop a robust and efficient automation for my email marketing tasks. To enable an informed bid, here are the specifics: - Task: The primary task involved is automating the email marketing process, where your role will be to set up the software, guide us through the functionalities, and effectively make the system autonomous. - Email List Size: I didn't specify the size of the email list, however, the automation system should be scalable and capable of handling various sizes efficiently. Details about the timeline weren't specified, but I look forward to hearing about your estimated completion times. Ideal Skills/Experience: - Expertise in Zoho - Familiarity with Email Marketing systems - Proven record in setting up su...

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    ...can handle a variety of digital projects as the specifics are yet to be determined. This could range from website development, mobile app development, to logo design. Ideal skills and experience: - Proven expertise in website and mobile app development as well as logo design - Ability to adapt quickly depending on the project needs - Strong portfolio of previous work in these areas Please include the following in your application: - Details about your past work relevant to website development, mobile app development and logo design - Any specific experience that you feel would be relevant for a diverse range of digital projects - A comprehensive project proposal outlining how you typically approach such projects Though the outcome of the individual projects...

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    I'm seeking a freelancer with substantial experience in corporate financial records and bookkeeping to help close out our fiscal year. The freelancer will assist with various financial statements, including income statements, balance sheets, and cash flow... and cash flow statements. Ideal Skills: - Understanding and experience in corporate finance. - Mastery in creating Income Statements, Balance Sheets, and Cash Flow Statements. Although we do not currently use any commercial accounting software, familiarity with platforms such as QuickBooks, Zoho Books, or Microsoft Dynamics GP can be an added advantage to ease potential future transitions. To be considered, please include relevant experience in your applications. Experience in similar projects will be a strong f...

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    I urgently need a Zoho expert to completely overhaul my current CRM and Campaign setup. - Much as I have haphazardly set up integrations with other tools, I'm interested in having this thoroughly checked and rectified where necessary. Lastly, your skills should extend to reconfiguring Zoho CRM and campaigns . This is because poor understanding of the applications precipitated the current mess. A professional and proactive approach to understanding what i need to achieve and solving problems is essential, along with excellent communication skills to guide me through the new setups and changes being executed. In-depth knowledge and experience in Zoho CRM/Campaigns is a prerequisite for this task. Proven track record optimizing CRMs, partic...

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    ...sales targets, showcasing your ability to overcome challenges and deliver exceptional results. Self-motivated and proactive, with the ability to thrive in a remote work environment and maintain a high level of productivity and accountability. Strong problem-solving skills, with the ability to think creatively and adapt your approach to different client needs and objections. Proficiency in using CRM software and other sales tools to manage and track leads, opportunities, and sales activities. Benefits: An attractive commission and bonus structure, rewarding your outstanding performance. Remote work environment, allowing you the flexibility and freedom to unleash your brazen potential from anywhere in the world. Ongoing professional development opportunities, including traini...

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    ...video editing, general administration, data management, and CRM management tasks. Key Responsibilities: • Video Editing: Cutting and merging footage, incorporating smooth transitions and engaging effects, plus adjusting audio levels to ensure top-quality content delivery. • General Administration & Data Management: Providing support weekly, assisting with routine administrative tasks, including email management, and updating spreadsheets. • Customer Relationship Management: Maintaining a basic CRM to ensure a smooth and effective sales process. Ideal Candidates: • Proficient in basic video editing and production • Excellent attention to detail, organizational and administrative skills • Knowledgeable in sales and basic CRM &...

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    We need a skilled programmer with experience in Zoho CRM application to customize it according to our specifications. We're looking for: • Creation of customized forms including contact forms, lead forms, and order forms. • Integration of Arabic language support within our CRM. Required skills include familiarity and expertise with Zoho CRM, understanding of Arabic language integration, and experience in creating and modifying forms within the CRM. As Workflow Automation was left unspecified, we're open to discussions regarding any beneficial features you might suggest. We value initiative and innovation – don't hesitate to present your ideas.

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    I'm launching an insurance quoting tool named iQuote and need Instagram carousel graphics prepared. The primary color scheme needs to use a palette that is predominantly blue (see the website at for our branding). The graphics s...text-heavy with icons and present a crisp, clean, modern aesthetic. Here's what I want on the graphics: 1. INTRODUCING: THE MOST POWERFUL REVENUE-GENERATING INSURANCE QUOTING MACHINE EVER RELEASED 2. AI-POWERED QUOTING TOOL YOU CAN USE ON ANY WEBSITE OR SOCIAL MEDIA PLATFORM 3. FREE VERSION, NO CREDIT CARD REQUIRED 4. 120+ CARRIERS AVAILABLE FOR LIVE PRICE QUOTES 5. INSTANT DATA SYNC WITH YOUR CRM, NEVER LOSE ANOTHER LEAD AGAIN 6. SEE A DEMO ON OUR WEBSITE: Deliverables: - Instagram optimized graphics - Canva Link for Editing Later

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    In need of a proficient CRM developer to build an application dedicated to extracting information from the feedin data. Key points to remember in this project 1) The extracted file will have to be on Notepad 2) The data length of each and every line should be exactly the same as marked in the attached PDF after it has been extracted on the Notepad. 3) As of now this data compiling is done manually and we use Notepad++ to get it done. We would like to automate this process. 4) There are some fields which are mandatory to be feedin, some are non mandatory and some are conditional. Hence logic should be applied as accordingly. 5) The data length of each and every fields should be exactly the same as it has been marked on the PDF Manual. While the type of data to be entered has not be...

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    I'm looking for a Python developer specialized in data analysis and automation. The specs are: 1. Review our billing system API; 2. Write a cron job in Python using the PyCharm IDE to access our billing system's API; 3. Use the Pandas Python library to convert the data into CSV format; 4. Store the CSV on a cloud server; and 5. Push certain fields of the CSV to our CRM and business intelligence dashboard. We have some Python code that has already been developed for a similar project involving the same API that can be reviewed for context.

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    I'm looking for an experienced data manipulator who can efficiently reformat my data according to CRM-specific requirements. Specifically, I need the address and names in my data to be split into separate columns. Key requirements: - Break down the existing 'Address' field into: 'City', 'State', and 'ZIP code' columns. - Split 'Names' into two separate columns: 'First Name' and 'Last Name'. This does not require any data entry, just an understanding of data structures, and layout according to CRM needs. Ideal freelancer should have relevant experience, and proficiency in MS Excel or other spreadsheet tools. Quick turnaround time is appreciated.

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    I need a skilled Zoho Books expert to modify and customize my PDF templates for various business documents. This specifically includes quotations and invoices. Key customizations will include: - Product or service details: The templates should allow for easy entry and presentation of the product or service details being billed or quoted for. - Terms and conditions: I want to have specific terms and conditions presented clearly on these documents. - Multiple annexures: There should be flexibility to add or remove annexures as required. The ideal candidate for the job should have significant experience with Zoho Books customization and a good understanding of financial document preparation. It's essential they can craft PDF templates that are functional, professional,...

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    I need a Python developer to build an...need a Python developer to build an e-commerce website and a CRM system. It would be ideal if the developer is familiar with web applications. Although I haven't specified any specific features for both applications, I'd like the developer to come up with suggestions that will lead to functionality and user-friendly design. Here's a little breakdown of what I'm looking for: For the E-commerce site: - Develop from scratch - Open to suggestions for features For the CRM system: - Develop from scratch - Open to suggestions for features Skills and Experience: - Proficient in Python - Experience in developing web applications - Creative and proactive at suggesting features and improvements - Previous experience with ...

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    Necesitamos integrar el CRM nixfarma con Magento 2, de manera que se pueda sincronizar stock...

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    ...accurate records of lead generation activities, sales progress, and client interactions in CRM systems. ● Analyze sales data and performance metrics to identify trends, opportunities, and areas for improvement. ● Provide regular reports and updates to management on lead generation efforts and sales pipeline status. Requirements: ● Proven track record in strategic lead generation and sales, with a focus on cloud services, data science, and software development. ● Excellent communication and interpersonal skills, with the ability to engage with clients at all levels of an organization. ● Strong negotiation and persuasion abilities, with a knack for closing deals and driving revenue growth. ● Familiarity with CRM systems and sales tools for lead management and reporting. ● Ab...

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    Buscamos freelance que nos ayude con las integraciones de nuestra base de datos con los diferentes crm de nuestros clientes. Trabajo de larga duración.

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

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    I am looking for a competent Zoho Creator expert to assist me in the development of a custom Zoho Creator project. The main feature to be included in the project is workflow automation, predominantly revolving around data integration processes. Here is a breakdown of what the project entails: - Implementing workflow automation that will handle the integration of sales data into the application. - Creating a list of clients within the application as part of the data integration process. The ideal freelancer for this project should have: - Extensive experience with Zoho Creator, specifically in implementing workflow automation. - Proficiency in handling sales data and integrating them into Zoho Creator. - Excellent understanding of data integration processes....

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    ...custom software encompassing CRM, Project Management, Time Tracking, and Work Scheduling. This project require: - Expertise in Full Stack Software Development and BuilderTrend/similar application Key Responsibilities: - Creating and developing a comprehensive software solution - Improving business and operational efficiency through task automation and optimization - Streamlining processes to effectually manage customers, projects, and schedules. Ideal skills would be experience in CRM, solid understanding of Project Management methodologies like BuilderTrend and previous experience in developing work scheduling or time tracking applications eg. QuickbooksTime. Strong proficiency in both front and back end coding is a must. Features we are looking for: -CRM...

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    As fast as possible, I need a professional to assist in setting up FreePBX. Key tasks essential for t...include: - Installation and configuration - Call routing and extensions - Integration of FreePBX with a CRM system that is yet to be determined In addition, assistance is required for setting up VoIP softphone. Familiarity with popular CRM platforms like Salesforce, HubSpot, Zoho CRM is an asset, as one of them may be chosen for integration. Absolute proficiency in setup, call routing, extensions and integration with CRM systems is a must for this job. I am looking for a fast turnaround on this project, so previous experience achieving quick deployment is highly recommended. It is also necessary to be able to advise our mobile developer if he has...

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    I am looking for someone who can do some custom work in Zoho Books. To modify an already existing button/function. Details to be discussed in messenger.

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    ...android and iOS. As such, the developer must have expertise in this area and experience creating similar products in the past. I am open to any other features you believe would make the sites and apps even better, so please let me know if you have any ideas. I look forward to working with a talented developer to build a state-of-the-art platform that caters to my target market. I also need ERP and CRM integration and delivery integration We are currently seeking a highly skilled and experienced web developer to join our team and take on the exciting challenge of building a brand new ecommerce website from scratch. This is a fantastic opportunity for someone who is passionate about web development and wants to showcase their expertise in creating custom-coded websites that are t...

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    ...every project we undertake. Position Overview: We are seeking a proactive and results-driven Project Acquisition Manager to join our team. The ideal candidate will be responsible for identifying, pursuing, and securing new projects across various industries. Working closely with our graphic designers, web development teams, mobile development teams, UI/UX teams, and QA teams, the Project Acquisition Manager will play a pivotal role in driving business growth and expanding our client base. Responsibilities: Researching and identifying potential clients and projects that align with our expertise and capabilities. Developing and maintaining relationships with prospective clients through effective communication and networking efforts. Understanding client needs ...

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    I'm seeking a highly skilled professional who is well-versed with both Zoho CRM and QuickBooks. Here are my requirements: - Implement job scheduling, forms, payroll and job costing functionalities in our existing Zoho CRM. - Seamless integration of the customized Zoho CRM system with QuickBooks. The ideal freelancer for this project should have prior experience in Zoho CRM customization and integration with QuickBooks. Your expertise will be invaluable to optimize our CRM operations and ensure that it serves as an effective platform for managing sales & leads, customer support & service as well as marketing automation. Please, if you have relevant skills and experience, do not hesitate to place your bid.

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    Need a PHP file that creates a zoho meeting with date, hour, topic and participants. There is a API to do that:

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    Excited to work on more projects with you

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    I'm in need of a Zoho Commerce expert to develop a B2B platform for my business. This online platform will cater to small pharmacies, and will be selling a wide range of products including prescription medications, over-the-counter drugs, and medical supplies. Skills and Requirements: - Expertise in Zoho Commerce website development - Experience in creating B2B platforms - Knowledge in pharmaceutical or medical industry will be a plus Functionalities: - A well-managed Product Catalog for showcasing our diverse product range - Functional Order Management system to streamline the ordering process - Payment Gateway Integration for easy and secure transactions With your acute understanding of the online B2B marketplace, I look forward to achieving a robust, efficient, a...

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    I am in need of an e...attention to the Sales, Inventory, and Accounting modules, which we hope to tailor to our specific requirements. currently, I have Oracle EBS ERP and I want to shift from Oracle to Odoo Key tasks Include: - CRM Integration - Payment Gateway Integration - Custom Report Generation To fit our business model, you should have the aptitude to handle a medium-sized data volume consisting of 1,000 - 10,000 products, customers, and transactions. Ideal skills for this job include: - Proficiency in Odoo - Prior experience with Sales, Inventory, Accounting modules - Proven success with CRM integration - Proven success with Payment Gateway Integration - Proficiency in Custom Report Generation. I am excited to find the right candidate to optimize our compa...

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    ...customer-specific pricing punchout feature, enabling businesses and individual clients to gain transparent and competitive pricing. For the integration options, - CRM integration: Able to seamlessly connect with the existing CRM system, without disrupting current customer management protocols. - ERP integration: Integration with existing ERP system, ensuring smooth operations and data flow. - Payment Gateway integration: Flexibility in payment choices for customers, via a robust and secure payment gateway system integrated on the portal. Ideal freelancer for this project should have a solid background in B2B/B2C portal development, experience with CRM, ERP and Payment gateway integration, as well as a deep understanding of punchout catalog systems. Knowledge on cu...

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    ...leads effectively to understand their needs and recommend appropriate solutions. 3. Present product information, pricing, and benefits persuasively to potential customers. 4. Follow up on leads and inquiries promptly to ensure timely conversion and closure. 5. Achieve and exceed sales targets on a consistent basis. 6. Maintain accurate records of all sales activities and customer interactions in the CRM system. 7. Collaborate with the sales team to develop effective sales strategies and campaigns. 8. Stay updated on industry trends, competitor activities, and product knowledge to provide informed recommendations to customers. 9. Provide exceptional customer service to build and maintain strong relationships with clients. 10. Handle objections and address customer concerns profess...

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    ...particularly through ManyChat and/or UChat, and preferably in a marketing context. It would be great to provide a portfolio of past projects (screenshots and/or links). Experience developing chatbots/automation on multiple social media channels (i.e., Facebook Messenger, Instagram). Familiarity with marketing automation tools and CRM systems. Strong interest in sports and music Ability to work across US and Australian time zones. Excellent communication skills and the ability to collaborate effectively with the team Creative mindset with a focus on innovative solutions to enhance user experiences. Preferably with experience in working with teams and multiple projects. A proactive, customer-focused approach, with the ability to anticipate client needs and provide nee...

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    I need a CRM tool developed for internal use that includes the following critical features: - Contact management - Task tracking - Sales pipeline management I am also looking for suggested integrations tailored to my specific requirements. The right candidate should have extensive experience in this field and submit detailed project proposals that outline how they would approach and execute this task. Desirable skills and experience: - Proven track record in CRM tool development - Excellent knowledge of current CRM trends and integrations - Ability to translate requirements into practical solutions - Strong proposal writing skills. Looking forward to seeing your proposals and working with you.

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    I am in need of an expert who can configure Zoho CRM for my not-for-profit charity. This involves multiple tasks, and each one has specific requirements. 1. Individuals Contact CRM Setup and configure Zoho CRM to manage individual contacts. Admin capabilities to add, update, and manage individual profiles, tracking interactions and engagement. 2. Organisation Contacts CRM Configure Zoho CRM to manage organizational contacts. Admin capabilities to add and manage details for support organizations, partners, and other entities. 3. Membership Integrate Zoho CRM with Paid Memberships Pro via Zapier for new membership signups. Establish a member portal in Zoho CRM for users to log in and update their perso...

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    My project entails the creation of a robust ERP system built on the Flutter platform. The focus of the system will be on the following module: - CRM This application needs to be clean, reliable, and user-friendly. I require developers adept in Flutter interface and have substantial experience in ERP systems, more specifically CRM modules. Your task would be to inculcate industry leading features and provide an exceptional user experience. In-depth knowledge of modern CRM concepts, and a clear understanding of their roles in ERP systems are crucial for this job. Experience in tailoring solutions to specific business needs would be highly advantageous. Your role will involve frequent communication, so excellent communication skills are obligatory. Kindly provide your ...

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    I am looking for a professional developer who can design and build a productivity tool as a web app, IOS, and Android application. This productivity tool is targeted for task tracking, team collaboration, and document sharing. Needs: #1 - RFP Writeup with details for these provide sample RFP, BRD,TRD you did for similar projects. This is to create full documentation of needs not programming. Once we have requirements down based on your experience the project will go on to bidding. Key Features: - Integration with artificial intelligence and cloud platforms like Google and Azure. - Supports multi-factor authentication (MFA/2FA) and Active Directory integrations. - Seamless synchronization of the app across all devices for a real-time experience. - Integration with email and ca...

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    I'm in need of an experienced CRM specialist, well-versed in integrating Facebook and Instagram marketing campaigns to Pipedrive CRM for optimised lead nurturing. I require assistance in managing and nurturing leads from these two platforms specifically. Key Responsibilities: - Integrate Facebook and Instagram with Pipedrive CRM - Manage and nurture leads tracked from these platforms - Create and implement strategies to increase lead conversion rates efficiently Skills and Experience: - Proven expertise in CRM (Pipedrive preferred) - Strong knowledge of lead nurturing strategies - Experience in integrating social media platforms (Facebook and Instagram) to a CRM system - Exceptional analytical skills to gauge lead nurturing success - Ability to d...

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    I'm seeking a skilled developer to create a web-based NGO membership software with ...and call management • Document management for customers • Creation and dispatch of quotations & invoices • Expense tracking • Staff management features • In depth accounting reports • Catalog or service management features • Features for alerts via email and mobile SMS • Support for the apps develop. Ideally, potential freelancers should have prior experience in developing similar membership or CRM software. Your proficiency in web-based software development and strong understanding of user experience (UX) design will support the success of the project. A blend of technical skills and creativity is necessary to balance both the functional and aest...

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    I am seeking a competent and well-organized Virtual Assistant to help me str...Handle my email account, sorting, prioritizing, and responding to emails as needed. - Coordinate travel arrangements including booking flights, accommodations, and arranging for local transportation. Access: - You will be provided with read-only access to my calendar and email. It is important that you respect privacy and confidentiality. Essential Skills: - Advanced proficiency in MS Office or CRM tools is a must with the ability to efficiently handle office-related tasks. Preferably, you already have experience as a virtual assistant, understanding the importance of time management and have an excellent attention to detail. Being proactive, intuitive, and having a problem-solving attitude is key to ...

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    I'm in need of a specialist who can build a cloud-based SMS and calling platform augmented with a Customer Relationship Management (CRM) solution. This platform will chiefly be utilized for sales and lead generation activities. Key features of the CRM should include: - Contact Management: Able to organize and centralize contact details effectively. - Sales Pipeline Management: Enables tracking of prospective customers throughout the sales process. Ideal candidates should have extensive experience in cloud-based software development, CRM systems, and telecommunication technology. Strong familiarity with sales and lead generation applications will be highly considered. Having the ability to provide ongoing maintenance and support will be highly advantageous.

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    Searching for a Skilled Freelancer for Windows and Doors CRM Project Are you an experienced freelancer with a proven track record in developing Windows and Doors CRM systems? Our leading windows and doors company is seeking a talented individual to create a custom CRM solution tailored to our business needs. Requirements: ✅ Prior Experience: Only candidates with a demonstrated history of creating similar projects will be considered. Show us your previous doors and windows CRM projects to qualify. ✅ Comprehensive Functionality: The CRM must include features such as quoting, invoicing, sales team management with commission tracking, employee management, a database for inputting pricing information, an installation process management module, ...

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    It's important to create a website that serves as a one-stop hub for all our members. Inspired by the layout and functionality of , the website should include: - Member profiles with results and records. - A live nomination for...website should include: - Member profiles with results and records. - A live nomination form for upcoming competitions. - Unified communication platform for seamless connection between members. - Membership registration and renewal capabilities. - Accessible training schedules and resources. Ideal candidates for this project should be proficient in web development and sport-related projects, and knowledgeable of CRM integrations. Therefore, they could seamlessly weave in required features and ensure a user-friendly experience for our member ...

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    I'm in need of a skilled developer who can integrate Zoho Billing and Razorpay into my NGO's HTML website for a donation page, focusing primarily on the Zoho Billing integration. The integration should include the following capabilities: - Support for recurring donations - Acceptance of one-time donations - Anonymous donations function The perfect candidate for this job will have prior experience with both Zoho Billing and Razorpay, and proficiency in website integration. Familiarity with NGO operations and donations handling will be an added advantage. Your expertise in coding HTML websites is essential to this task. High-quality work and attention to detail are a must, as this feature contributes greatly to our non-profit works.

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    ...tools that allow for data analysis and sharing of insights through reports and dashboards • Google Data Studio: Integrates with Google's suite of tools and allows for customizable reports and dashboards with data from various sources • Zoho Analytics: Provides a self-service BI and analytics platform that helps in creating visualizations and dashboards from collected data These services offer a range of functionalities from simple drag-and-drop interfaces to advanced analytics, catering to different levels of expertise and business needs....

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    I have a domain hosted in GoDaddy (example: @). This domain is already working with Microsoft 365 for a subset of users with active office subscriptions. For a new subset of users i want to enable Zoho Mail to work with the same domain. Key Objectives: 1. Configure Zoho Mail 2. Test successfully Send/Receive Mails between different platforms 3. Review and confirm no impact to work with Zoho Mail and Microsoft 365 at the same time. 4. Record a manual to document the configuration.

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    ...required. Problem-Solving Ability: Demonstrated ability to effectively analyze customer inquiries, identify issues, and provide appropriate solutions or escalation as needed. Quick thinking and resourcefulness in finding solutions under pressure are crucial. Technological Proficiency: Comfortable using computer systems and navigating multiple software applications simultaneously. Experience with CRM systems and live chat platforms is preferred. Typing speed and accuracy are advantageous. Customer-Centric Approach: A genuine passion for helping others and a commitment to delivering exceptional customer experiences. Empathy, patience, and active listening skills are key attributes. Adaptability: Ability to adapt to changing priorities, handle high volumes of chats, and work eff...

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    Se necesita la maqueta de una sistema CRM -ERP, para versión web, así como también para APP

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    ...specialist to help me integrate Vonage with our QQ Catalyst CRM. This is a two-fold project involving: 1. Call Logging and Recording: I want all our call details to be logged and recorded seamlessly within the CRM. 2. Contact Information Sync: I require both the name, phone number, and email address from QQ Catalyst to be integrated with Vonage for easy contact accessibility. The ideal candidate will have prior experience with both QQ Catalyst and Vonage, and a proven track record of successful CRM integrations. Your expertise in customizing and integrating APIs will ensure the smooth interaction between these two platforms. You must possess the technical skill to troubleshoot issues that might arise during the integration process. FOCUS: - CRM Integrat...

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