客户关系管理 Jobs

I am looking for a ZOHO CRM & DESK expert to help me with automating our Sales Pipeline Management process. We need to streamline our workflow and improve efficiency. Specific automations needed: - Lead generation - Sales pipeline management - Customer support Blueprint buttons in ZOHO DESK need to be done We have 2 different flows in blue prints but there need to be general blueprint buttons created and executed. Need to create blueprint flows setup automation Emails and SMS messages Fix up ZOHO CRM to website leads integration for new lead, fix up some basic mapping Setup automation SMS and Email campaigns Please read this thanks Workflow: - I am open to suggestions and would like the freelancer to provide their expertise in creating an efficient workflow for us. Timeline...

We are looking for an experienced freelancer who is familiar with the configuration of automation solutions. Our current concern involves the following scenario: Trigger: When an appointment is made through Calendly, we want to capture certain information: First name Last name Phone number Email address "From" (name of the sales representative who entered the appointment). In the "From" field in Calendly, the user has the option to enter their own name. Our goal is to create a special field in our CRM system (Close) that shows that the appointment was entered by the user whose name is in the "From" field at Calendly. In the attached PDF document you will find a visual representation of this process.

CRM. The details will be told in online meet.

Certified Salesforce Administrator and Developer I am looking for a skilled professional who can assist me with both Salesforce administration and development tasks. The ideal candidate should have experience in both areas and be certified as a Salesforce Administrator and Developer. Tasks: - Salesforce administration tasks such as user management, security settings, data management, and report generation. - Salesforce development tasks such as customizing objects, creating workflows, and developing Apex triggers. - Integration of Salesforce with other systems and platforms. Duration: More than 3 months Skills and Experience: - Salesforce Administrator certification. - Salesforce Developer certification. - Proficiency in Salesforce administration tasks. - Strong knowledge of Salesfor...

At MIAVITA, we’re not just an insurance broker specializing in online sales; we’re pioneering the digital transformation of our sector. As we evolve our CRM to better resonate with our business intricacies, we’ve chosen Salesforce as our platform of choice. Now, we’re in search of a skilled CRM implementation partner who can translate our sophisticated customization and integration needs into reality. Key tasks include: 1. Lead and Customer Management: Refine CRM capabilities to handle leads, especially when a single lead pertains to multiple family members, and manage the transition from initial contact to post-sale services. 2. Document Handling: Implement a feature for customers to securely transmit documents via chatbot, ensuring all mandatory documents...

I'm looking for someone to help integrate and automate our recruitment workflow and onboarding process to streamline our company lifecycle life from end to end. We have these processes mapped out and are clearly defined, just missing the end to end integration between them and automation of the processes. The processes in question are our candidate/client onboarding process, contracts process, bespoke training, compliance and mobilization data pulling and form generating to automate requests and formulate docs to send to our third party providers and track back the progress in the CRM. Expensing management and mobilization request tracking. We ultimately want to have our CRM fields mapped out to pull the client data onto the relevant placement to allow our consultants to properly qu...

See This before bidding I am in need of a CRM system for my real estate business. Here are the specific requirements for the project: Features: - Lead management: I need a system that can effectively track and manage leads for my real estate business. - Web-based: I prefer a web-based CRM platform that can be accessed from any device with an internet connection. - Email Management - Integrations: I require specific integrations with MLS and social media platforms to streamline my lead generation and marketing efforts. Ideal Skills and Experience: - Experience in developing CRM systems with lead management features. - Proficiency in web-based CRM platforms and development. - Knowledge of MLS and social media integrations. If you have the necessary skills and experience to develop a ...

Project Title: Zoho Analytics Description: I am looking for a freelancer who can help me with Zoho Analytics to improve my business efficiency. The specific requirements for the project include: - Reporting and dashboards: I need assistance in creating comprehensive reports and visually appealing dashboards to analyze our sales performances. - Existing data: I already have the necessary data for analysis. The freelancer will not need to collect any additional data. Ideal skills and experience for the job: - Proficiency in Zoho Analytics: The freelancer should have a strong understanding of Zoho Analytics and be able to utilize its features to generate meaningful insights. - Data visualization: Experience in creating visually appealing reports and dashboards to present data in an easily...

Hi, I'm looking for a Salesforce expert to help me out with some customization and configuration tasks on a small scale. This project is an important step to make sure my business progresses the way I need it to. Things like data entry, report creation, and dashboard generation are all part of the job. Ideally, I would be able to find someone to help me with ongoing maintenance of the system after the customization and configuration is completed. I'm unsure at this time if that's something that would be necessary, but if it's possible please let me know. Thanks!

I am looking for a freelancer who can develop an ERPNEXT PayRoll Module for my organization. The module should have the following functionalities: - Calculating employee salaries accurately based on their basic salary - Managing employee attendance and incorporating it into the salary calculations - Generating payslips for all employees Skills and experience required for this project include: - Strong knowledge and experience in ERPNEXT payroll module development - provident fund should be applied every employee after 6 month of joining which are 8 percent of basic - Familiarity with generating payslips and ensuring accurate calculations Additionally, the module should also be able to generate specific reports as required by my organization. These reports may include details ...

I'm looking for someone to help me migrate data from my Bitrix24 account to my HubSpot account. I have access to both accounts and need all types of data migrated, including contacts, tasks, and emails. Additionally, I'd like for the migration to be completed as soon as possible - there is no specific deadline, but the sooner the better. If this sounds like something you can help me with, please let me know!

need someone with experience in Salesforce CRM Analytics app and building dashboards.

Project Title: Sales person needed to generate leads for CRM software in the technology industry Requirements: - Experience in sales and lead generation in the technology industry - Familiarity with CRM software and its benefits for businesses - Strong communication and persuasion skills - Ability to identify potential customers and generate leads Key Responsibilities: - Use various lead generation techniques to find potential customers in the technology industry - Communicate the benefits of our user-friendly CRM software with a focus on its user-friendly interface - Customize sales pitches and presentations to meet the needs of potential customers - Follow up with leads and convert them into customers - Provide regular updates on lead generation activities and progress Ideal Skills: -...

Custom doctypes are already created. As for the project: Doctypes need to be select-able from a task. NOTE doctypes (multiple kinds) and Standard Custom doctypes (multiple kinds) Only one doctype can be selected per Task. User steps... From a created project, user can create a task. From that task the user can select a doctype and create a new doctype record. For NOTE doctypes: When the NOTE doctype is approved, these steps will be automatic: - a new timesheet record will be created using the DATE, SELECT_AUTHOR, START_TIME and END_TIME fields on the NOTE doctype - a new invoice record will be created using the SELECT_CPT (to match item which is already on item list), UNITS (for amount of quanity). End Result: From task, user can view related NOTE doctype, timesheet and sales invoi...

I am looking for an experienced individual to assist me with integrating a booking system and optimizing a website with WIX and Pike13 as soon as possible. With the right freelancer there would be continued and consistent work (including getting our new design into WIX in the next month or so) If you are confident you have the necessary skills and experience to work closely with our General Manager on regualr WIX and Pike tasks , please don't hesitate to contact me. Thank you in advance for your time and effort.

I am looking for a freelancer who can help me set up Autotask to sync accounts receivables with QuickBooks Online. I prefer automated integration as the method of syncing. Requirements: - Experience in setting up Autotask and QuickBooks Online integration - Ability to integrate existing data into Autotask - Knowledge of specific features and functions in Autotask that can be utilized for accounts receivables syncing Ideal Skills: - Proficiency in Autotask and QuickBooks Online - Strong understanding of accounts receivables management - Attention to detail and ability to troubleshoot any syncing issues If you have experience with Autotask and QuickBooks Online integration and can help me set up automated syncing for accounts receivables, please reach out to me. Thank you!

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

Estamos en la búsqueda de una persona con experiencia en Appointment Setter. ¿Tienes experiencia en agendar citas para empresas B2B o Programas de mentoria online? Si es así, te estamos buscando. Contamos con un programa de mentoria dirigida a Arquitectos que desean cerrar nuevos proyectos de construcción de forma mensual y asegurada por contrato. Buscamos una persona que se pueda encargar de lo siguiente: - Prospección orgánica en Grupos de Facebook y/o Linkedin. - Llamada de calificación - Agendar llamadas calificadas a nuestro equipo comercial. Te brindare los guiones que utilizamos para chatear por messenger o linkedin y agendar las llamadas de calificación. Te brindare el guion de la llamada de calificación que ten...

****Need VPN to access site****Must read all details in description details and make sure understand all files provided and what is being asked before even proposing and claiming understanding*** ***Must provide detailed written scope of work (no text) before even asking for the job***If you charge for or not willing to provide a detailed written proposal please don't bother bidding*** I NEED A 2 WEBSCRAPERS DESIGNED TO GATHER INSURANCE INFORMATION FROM DOT WEBSITE AND A WEBCRAPER TO COLECT B2B LEADS. BOTH STATES DATA CAN BE SCRAPED FROM THIS SITE. JUST SELECT THE STATE AND PUT ANY LETTER LEGAL NAME, SELECT STATE AND HIT "SEARCH" THEN CLICK ON "HTML" FOR THE COMPANY THAT DATA NEEDS TO BE SCRAPED SEE EXCEL FILE FOR DTAT TO BE EXTRACTED AND YOU'LL FIND THE FIE...

We are looking to implement Zoho CRM

I'm am looking for a complete CRM built from scratch for a Commercial Property Real Estate Agent to keep track of all data. - Contacts tab - full details, be able to link a contact to a property - Properties tab - For Lease Properties - For Sale Properties - Comparables (for lease/sale properties convert button when a deal has been completed) - Enquiry list/pipeline - link to contacts and be able to run a property match

Project Description: We are looking for an experienced software developer or team to create a robust VoIP autodialer system integrated with a CRM (Customer Relationship Management) platform. The primary goal of this project is to streamline outbound calling operations by automating the dialing process and efficiently managing the data for calling agents. Key Features: Auto Dialing: Implement an intelligent autodialer that can automatically distribute calls from an uploaded database of numbers to calling agents. The system should optimize call distribution based on various factors. CRM Integration: Develop a comprehensive CRM system that allows us to upload and manage customer data. The CRM should also keep track of call history, customer interactions, and related information. Agent Man...

CRM for Education Consultancy Features required in the CRM: - Lead management - Contact management - Email marketing CRM platform for integration: KC Overseas Number of users using the CRM: More than 10 Ideal skills and experience for the job: - Proficiency in CRM platforms such as KC Overseas, Salesforce, or Zoho - Experience in developing and customizing CRM systems for lead management, contact management, and email marketing - Ability to handle a large number of users and ensure smooth performance and scalability of the CRM system - Knowledge of the education consultancy industry and its specific requirements in CRM management

What I Need Done: I require a tool that I can load on my tablet to expedite the user signup process for our giveaways. The tool will scan people’s IDs to extract specific information (address, full name, birthday, sex), and leave a space for the email to be manually entered. This information will automatically populate and sign a user agreement document for purchasing tickets for giveaways. The tool will integrate with our website's signup process and terms and conditions, ensuring legal compliance. Moreover, it will seamlessly add user information to our CRM software. Detailed Project Description: Develop a tool compatible with tablet devices. Implement ID scanning to extract necessary personal information. Include a feature for manual email entry. Automatically fill and s...

MUST WORK FROM 9AM-6PM PST MUST HAVE CLEAR ENGLISH AND THE ABILITY TO ANSWER OUR PHONE LINES Duties and Responsibilities -Update/Maintain Customer Contact Database (CRM) -Update/Maintain Customer Software Licenses and Contract Information (CRM/Sales) -Answer telephones and direct the caller to appropriate associate; transfer caller to voice mailbox when associate is unavailable; takes and retrieves messages -Provide callers with information such as company address, directions to company, fax numbers, company website and other related information -Coordinates the pick-up and delivery of all Return/Warranty Claim Items (FedEx, UPS, etc.) -Serve as point person for organizing all large mailings -Assist in the ordering, receiving, stocking and distribution of office supplies -Manage confer...

I am looking for a freelancer who can assist me in setting meeting appointments for my business meetings. overview of the project at hand: 1. Appointment Setting: Your primary responsibility will be to schedule appointments with C-level executives and key stakeholders in Poland, Czech, and Saudi Arabia, ensuring Mr. Sykora's meetings are efficiently planned. 2. Use of Zadarma System: You will be provided with access to our Zadarma system, including an app and an account with a dedicated phone number. This system will be crucial for making calls and conducting outreach. 3. Outlook Calendar Access: You will have access to Mr. Sykora's Outlook calendar to coordinate and schedule meetings according to his availability and preferences. 4. CRM System: Our CRM system, Zoho, will a...

Metadata and data migration of Standard and custom objects from one org to another.

I am looking for a freelancer to help set up ZoHo CRM for my small company. Specifically, I need assistance with Sales Pipeline Management. Data from spreadsheets needs to be migrated into ZoHo CRM. Additionally, my team will require extensive training on how to use ZoHo CRM. Ideal skills and experience for this job include: - Proficiency in ZoHo CRM and its Sales Pipeline Management features - Experience with data migration from spreadsheets - Ability to provide thorough and comprehensive training for my team.

We a sales company seeking highly experienced professional to help develop our Zoho CRM software sales process. From email templates, to email automation, lead capture and more. The successful applicant will have experience with ZOHO and be able to design and implement a solution from customer first enquiry to successful sale.

I am looking for a freelancer to help me with setting up and customizing VICIdial for my sales team. Here are the details of the project: Size of Sales Team: 10-20 members VICIdial Setup: I need the freelancer to set up VICIdial from scratch as it is not currently installed. Customization Requirements: The specific customization required for the VICIdial system is CRM Integration. Ideal Skills and Experience: - Experience in setting up VICIdial from scratch - Familiarity with CRM Integration and configuring VICIdial to integrate with a CRM system - Knowledge of call center operations and sales processes If you have the necessary skills and experience in VICIdial setup and customization, especially in CRM Integration, please submit your proposal. We are looking for a freelancer to ...

Hi there! I'm looking for an experienced freelancer to help me with my Zoho CRM, Inventory, People and Accounts. Specifically, I require assistance with setup, training, as well as ongoing support. This is a long-term project and needs to be completed within 3 months or more. If your available and up for the task, please reach out and let me know. Thanks!

Hi there! I'm looking for an experienced freelancer to help me with my Zoho CRM, Inventory, People and Accounts. Specifically, I require assistance with setup, training, as well as ongoing support. This is a long-term project and needs to be completed within 3 months or more. If your available and up for the task, please reach out and let me know. Thanks!

I am looking to use Zoho CRM The initial requirement to customize Zoho for our needs Remove unneeded options to simplify the system for our user Integration We getting leads from different sources and would like them to pop up on Zoho Home Advisor Yelp Next Door Facebook Instagram Website Google Ads On some sites, we receive first contact as a chat and only after we chat with them they will provide contact info Would like to have a chat with Zoho Thanks You must say "Potato" to be accepted.

Hello, I'm looking for help to customise our Dynamics CRM. Specifically, we need assistance creating custom workflows using Dynamics 365. The timeframe to complete this work is urgent - we need it done within 1 week. If you have experience customizing Dynamics CRM and feel confident to meet this timeline, please let me know. Thanks!

Hello! I am looking for a Wordpress developer to develop a website for me with specific eCommerce features and designs. I already have the specific theme and design for the website in mind, as well as I will need it to be integrated with other systems and services. With your expertise, we can bring my website to life in a professional and efficient manner. I look forward to hearing from you soon and starting this project.

I'm seeking a detail-oriented freelancer to customize my HubSpot account and set up default views for its Deals, Tasks, and Tickets. My preferred view for these is the Board view, and I do have specific data points that I want to be included in the view. Additionally, I wish to configure this view for individual users and user groups. If you are an experienced freelancer comfortable working with HubSpot and setting up custom views, I would like to discuss my project further. Please let me know if you have any questions or concerns. Thanks!

We are seeking a skilled CRM developer proficient in customizing open-source CRM systems to meet our specific requirements for managing bank data and customer acquisition processes. The ideal candidate should have experience in creating a CRM system that is both mobile and web app-friendly. Project Requirements: Bank Data Acquisition: Customize the CRM to allow the upload of existing bank data and financial entity details. Develop a form page to facilitate the input of new bank data. Enable data owners to access and manage their own data. Customer Acquisition Data: Create a user-friendly form for customers to input their details. Implement access for customers to view and manage their own data. Develop a mechanism to mark prospects...

-Requisitos: Proficiente en gestión, servicio al cliente y contabilidad. Conocimiento en SEO, CRM, sitios web, embudos de ventas y anuncios de Facebook. El candidato debe tener habilidades de edición de video, ser ingenioso con atención al detalle, y ser rápido para aprender e implementar. Se requiere ser bilingüe. -Responsabilidades: Implementar estrategias de coaching inmobiliario. Asistir a capacitaciones inmobiliarias. Conseguir leads y establecer citas. Inglés - Nativo o completamente fluido. Remoto Conoce más información:

I'm looking for a CRM (Customer Relationship Management) developer to help me get the most out of my business. We currently use a platform other than Salesforce or HubSpot, and I'm looking for an experienced developer to take my CRM to the next level. My primary goal is to optimize our sales and lead tracking processes. No integrations with other software or systems are required. If you have experience developing CRMs for businesses, and can help usher our existing system into a more productive and efficient way to maintain relationships and track sales data, then I would love to speak with you.

I'm looking for a freelancer who can help me with integrating zoho crm call record to zoho books.