Consultant crm vtigerJobb

Vi ska konvertera vår orderbekräftelse från vårt tidigare CRM till vårt nya CRM Upsales, därför behöver vi göra om vår orderbekräftelse till en väldigt vacker Word-fil som sedan Upsales kan lägga in i deras system. Vi kan egentligen själva göra en word-fil av vår orderbekräftelse men vi behöver en duktig grafiker som kan skapa riktig magi i Word så att våra orderbekräftelser motsvarar vårt företag och varumärke. Till det här projektet finns det även fler tilläggsprojekt där vi behöver konvertera upp till 10 st till dokument/information till vackra word-filer för att ladda upp i Upsales.

Jag söker någon med 2-10 års erfarenhet inom dessa områden: MS dynamics 365/NAV/AX/CRM

Inbound Marketing Consultant - Swedish language - Remote worker Som Inbound marketing consultent i vårt digitala marknadsteam arbetar du med att skapa och producera digitala marknadskampanjer för Brightvisions kunder. För att trivas i denna roll bör du vara en person som lever online och har ett stort intresse för digital marknadsföring, med några års erfarenhet av området. Det är en bred roll som inkluderar både strategi och operativt genomförande. Det innebär att du dels behöver ha förståelse för att planera framgångsrika digitala marknadsföringskampanjer, och dels att praktisk kunna skapa dem i de verktyg som krävs. Att skriva bra texter, utforma grafiskt material och ...

Customer portal fields inter-dependency

Skapa hemsidan för ett startupföretag inom företagskrediter Jag har en sida som vi vill efterlikna, Sidan bör göras i någon av större crm som tex wordpress, dupal, magento, joomla. Sekretess krävs

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Svar inte på detta arbete om kompetens saknas. Filemaker Erfaren programmerare av affärssystem. CRM system. ERP-system Vi bygger ett program baserat på Filemaker. Många delar kan hittas på nätet. Många delar med sig av sina program. Ärende, tidrapportering, kalender med planering av tekniker. Loggning av samtal och mail och kommunikation på kundkort. Design och utseende är viktigt. Projektet starta omgående. Kompetens att projektleda och slutföra projektet inom 4-6 veckor.

Vi behöver ett CRM system till vårt företag. Där ska alla säljare kunna registrera sina kunder. Sen ska man kunna lägga till produkter på kunderna. Då vi är en webbyrå jobbar vi med SEO och behöver därför hämta information via ett API från SERPBook som räknar ut hur många dagar ett visst sökord har legat topp 10. Vissa produkter ska vara engångsprodukter och vissa ska vara så man abonnera årsvis.

Hej, Vi skulle vilja utveckla mobil appar och behöver lite rådgivning i början. Om du har tillräckligt med erfarenhet och kan råda oss om att vilken plattform bör vi använda eller vilka regler måste vi avse, kryptering, video chatt lösning osv. då kan vi få hjälp från dig för ett par timmar.

...of users with different access of admin panel according to their role • User management: with updating and deletion of users • Statistics like current number of students. weekly growth, university listing, student meeting with experts • Expert login and expert will see his assigned students • Expert assigned student profile updating Key Integrations: - Google analytics integration - Zoho CRM integration Note: We don’t want to rely on 3rd party apis or integration for most of the functionalities so as to avoid any downtime or future dependencies Key Features: - University Search Tool: The website and app should come equipped with an intuitive university search tool. - Admission Requirements Database: A comprehensive database of admission requi...

I am looking for a consultant who has experience on optimizing inventory/shipment on Amazon backend and who can coach and teach me understanding the system to become indepedant.

...skilled developer to create advanced workflows between Zoho Creator and Zoho applications. Key Requirements: - Integrating Zoho Creator with Zoho applications - Implementing triggered actions based on specific events - Implementing custom scripts for complex workflows The ideal candidate should have: - Proven experience in Zoho Creator development - Strong understanding of Zoho applications such as CRM, Books, and Invoice - Proficiency in creating complex workflows and custom scripts - Ability to understand business processes and translate them into effective automation Please include examples of similar projects you've worked on. I have two questionaire forms created on zoho creator, each of this form whn submitted will generate a chart result based on the answer to the...

...sales performance metrics. Requirements: Proven experience in business development, sales, or lead generation for web development or similar services. Strong understanding of web development services and the ability to communicate their benefits to potential clients. Excellent communication, negotiation, and interpersonal skills. Ability to work independently and meet deadlines. Proficient in using CRM software and other sales tools. A results-oriented mindset with a track record of achieving sales targets. Preferred Qualifications: Experience with digital marketing strategies, including SEO, PPC, and social media marketing. Existing network of contacts in the tech industry. Ability to work remotely and manage your own schedule. I need a dedicated Business Development Speciali...

...strategies to attract potential clients. Utilize various marketing channels, including email campaigns, social media, and cold calling, to generate leads. Identify and target key decision-makers in potential client organizations. Lead Qualification and Nurturing: Engage with prospects to understand their business needs and qualify leads. Maintain detailed records of prospect interactions in the CRM system. Nurture leads through regular follow-ups and provide relevant information to move them through the sales funnel. Proposal Development: Collaborate with the technical team to develop tailored proposals that meet client needs. Present proposals to clients, addressing any questions or concerns they may have. Revise proposals based on client feedback and internal reviews. Sales ...

...are sent into a private section of the website requiring account registration and verification, before they are allowed to listen to custom selected music in our catalog. The revenue opportunities here will also be royalty generated. The ideal candidate / team would be highly-experienced in managing and optimizing sales pipelines, specifically in lead generation and conversion. Proficiency in CRM platforms, automated marketing techniques, and creating effective call schedules is imperative. This role ultimately aims to drive conversions either via our established sales funnel or through direct phone sales closures. If you/your team have a track record of transforming sales pipelines, we would love to hear how you can help improve ours. __________________________________________...

Looking for a seasoned professional to install Odoo Enterprise in Proxmox. The primary aim of this project is to streamline our operations. Key Project Requirements: - Installation: Install Odoo Enterprise in Proxmox - User Management: Setup and configure the system for less than 10 users - Module Configuration: If needed, configure the system with Odoo modules for Sales and CRM, Inventory and MRP, and Accounting and Finance Ideal Freelancer: - Extensive experience in installing and configuring Odoo Enterprise - Familiarity with Proxmox - Proficiency in setting up user management systems - Experience with Odoo modules is a plus - Ability to adhere to timelines and deliver excellent results

I'm in the health and care industry, concentrating on ensuring my clients have access to proper diet for their well-being. This is where your expertise in nutrition, meal planning, and dietary restrictions comes in. Key Responsibilities: - Nutrition Education: You are expected to provide insights to our clients on the importance of good nutrition. - Meal Planning: Create meal plans for clients that cater to their health needs. - Dietary Restrictions: Skill in addressing dietary restrictions such as diabetic diets is crucial. Ideal Skills and Experience: - Proven experience in the health and care industry, with a focus on nutrition and dietetics. - Strong knowledge of different dietary requirements including diabetic, gluten-free, vegan diets. - Excellent communication skills to educ...

I need a skilled developer to create a custom CRM system for Windows. The CRM should have the following features: - Contact Management: The system should allow me to store, organize, and update contact information. - Sales Tracking: It should help me track sales, sales targets, and performance metrics. - Task Management: The CRM should have a task manager where I can assign tasks and track their progress. Compatibility with Windows is a must. And data security is a priority; the CRM should have role-based access control to ensure only authorized personnel can view and manipulate sensitive data. Ideal skills for this project include experience in Windows software development, CRM system design, and data security management. Strong communication skills ...

Build Scalable, Responsive and Dynamic website, and mobile app (iOS and android): Key requirement from developers: • Looking for a team of qualified developers with knowledge of all the functionalities required for this project ...Creation of users with different access of admin panel according to their role • User management: with updating and deletion of users • Statistics like current number of students. weekly growth, university listing, student meeting with experts • Expert login and expert will see his assigned students • Expert assigned student profile updating Key Integrations: - Google analytics integration - Zoho CRM integration Note: We don’t want to rely on 3rd party apis or integration for most of the functionalities so as to avoid any ...

...Marketing and Customer Support Apps with my current CRM. The key functionalities I'm looking to integrate are conversational, SMS and funnel app. Key Responsibilities: - Integrate Email Marketing features like Email Campaigns and Templates seamlessly into the current CRM system. - Integrate Customer Support functionalities to enable efficient Ticket Management within the CRM. The specific apps to be integrated should include: - Chatbot: Implement an interactive chatbot within the CRM to enhance customer engagement and support. - Text Messaging: Enable SMS sending and receiving integrated within the system. - Sales Funnel: Incorporate a sales funnel feature to streamline lead nurturing and sales processes. Ideal Candidate: - Proven track record in C...

...integrate WhatsApp into our existing CRM solution under our B2B product, my customer will setup their whatsapp business account under our platform like wati. This will be used for customer messaging and campaign management. Check our platform and let me know, how should we provide this feature to customers to make their life easy so they can have whatsapp all conversation at one place. Key Features and Functionality: - Ability to create and send WhatsApp messages from our CRM platform - Conversations and message history should be recorded and displayed within individual records on the CRM - Complete tracking and reporting capabilities including message delivery status Specific Requirements: - Integration of WhatsApp Business account with our CRM - Camp...

Debe tener lo siguiente: CRM Multiagente Chats gratuitos ilimitados Contactos ilimitados Historial de chats ilimitado Chatbots Asignación automática de chats Facebook e Instagram (BETA) Integración al instante API WhatsApp send Soporte por WhatsApp

I'm looking for a professional who can help me generate contact information (name, email, and phone) for leads suitable for my direct email marketing campaign. Key Responsibilities: - Develop a robust strate...strategy to identify and collate data from various sources. - Ensure the data is accurate and up-to-date. - Organize and present the data in an Excel spreadsheet format. Ideal Skills: - Experience in sales lead generation. - Proficiency in using data collection tools. - Strong analytical and organization skills. - Knowledge of email marketing best practices. Experience in direct email marketing or a CRM system would be a bonus. The successful candidate will be meticulous and detailed-oriented, with the ability to deliver high-quality, targeted leads to support my mar...

...marketing agency. - **Tools**: The project involves configuring AI with our CRM system, email marketing platform, social media management tool, ChatGPT, Google Workspace, and Notion. - **Processes**: I'm particularly interested in automating lead generation, email campaigns, social media scheduling, customer support, and project management. - **Lead Generation Automation**: For lead generation specifically, I envision the integration of AI through both AI-powered chatbots and automated lead scoring. Ideal skills and experience for this project include a deep understanding of AI technologies, advanced knowledge of the specified tools, and a strong track record in automating marketing processes. A background in CRM systems, email marketing, social media management,...

I'm in need of a lightweight CRM application for managing FTP data transfer on Windows and Mac. The app should be around 1.90 kb in size. Here's what I'm looking for: - **File Transfer Tracking**: The app needs to provide real-time updates on the progress of file transfers. It should also maintain logs of completed transfers and notify me of any failed transfers. - **Contact Management**: A key feature of the CRM should be its ability to manage contacts. I should be able to add, edit, and delete contacts. These contacts should be organized into categories or groups. Additionally, I should be able to search and filter contacts based on specific criteria. - **Activity Logging**: The app should have a feature for activity logging. It should record order history, ...

I need a Facebook expert to help me understand my page. - Ideally, the consultant should have experience with Facebook's set up, pixels, setting up sharing - The main goal for this project is not to implement changes, but to provide a comprehensive overview and advice. - Time is of the essence, so you should be available to screenshare immediately. I have a Facebook page that I've been using for a while, and I need a professional to take a look at it and give me some insights. I'm looking for someone who can provide a comprehensive overview and advice on how I can improve my page. I need this done now. So, please only apply if you are available to screenshare immediately. Please share your experience and availability when submitting your proposal.

- Merging Persons Records on a Single Table - Fixing some bugs - Displaying "merge company" interface instead of the expected "merge person" interface - Merging Persons Records on a Single Table - Displaying the listed fields on merge person CRM section - Add a "Date-Added" field to CRM records for FirstPrint project. - Update image on CRM Instruction page for FirstinPrint project - Update the Input field and other Issues in the FirstinPrint project

I am looking to enhance our existing Salesforce Journey Builder wit...(B2C) audience. The successful freelancer should have proven experience in Salesforce CRM integration with Journey Builder. Where possible, the freelancer should: - Enhance the email automation system for effciency - Develop personalized messaging to engage our consumer base - Implement customer journey mapping features to better understand our users’ experiences Skills and Experience needed: - Experience working with Salesforce Journey Builder - Expertise in CRM integration - Understanding of both the email automation processes and personalised messaging - Prior work in customer journey mapping CRM integration: - The freelancer must integrate the Journey Builder enhancements with our exi...

Keil Business Solutions GmbH is an innovative Google reseller and IT service provider. For a customer project we are currently looking for a Senior SAP PP Functional Consultant for TKE project (f/m/d) - Spain Roles & Responsibilities: • Facilitate the implementation and support of SAP PP ECC Roll-outs. • Perform detailed analysis of complex local business process requirements and provide appropriate system solutions; identify, interpret, validate and document customer requirements. • Facilitate workshops to collect local business requirements. • Map client business requirements, processes and objectives; develops necessary product modifications to satisfy clients' needs. • Design, customize, configure and testing of PP. • Identify gaps, issu...

I'm in need of a skilled developer to create a Microsoft Outlook plugin that will enable me to upload the email body to my CRM system. or similar

...client criteria. Reach out to potential clients via email, phone calls, and social media to introduce our marketing services. Schedule meetings between qualified leads and our team. Maintain accurate records of leads and interactions in our CRM system. Collaborate with our marketing and sales teams to develop effective lead generation strategies. Requirements: Proven experience in lead generation and appointment setting. Excellent communication and interpersonal skills. Strong research skills and the ability to identify potential clients. Familiarity with CRM software and lead tracking. Self-motivated and able to work independently. Ability to meet targets and deadlines. Experience in the marketing or digital marketing industry is a plus. What We Offer: Competitive salar...

I'm looking for a custom add-on for Perfex CRM. The add-on shall generate a graph that can be filtered by personnel and date. Key requirements include: - Display data: The graph should show the number of opportunities. - Chart style: The preferred style is a line chart. - Filtering: The graph should be filtered based on selected personnel and date ranges. Ideal skills for this project include familiarity with Perfex CRM, strong PHP and MySQL experience, as well as an understanding of charting libraries for graph representation. A professional who can work efficiently and deliver a user-friendly, visually appealing solution will be highly appreciated. There is a ready-made page similar to our needs in Perfex CRM. I just want it to be converted into a plugin with ...

I'm in the health and care industry, concentrating on ensuring my clients have access to proper diet for their well-being. This is where your expertise in nutrition, meal planning, and dietary restrictions comes in. Key Responsibilities: - Nutrition Education: You are expected to provide insights to our clients on the importance of good nutrition. - Meal Planning: Create meal plans for clients that cater to their health needs. - Dietary Restrictions: Skill in addressing dietary restrictions such as diabetic diets is crucial. Ideal Skills and Experience: - Proven experience in the health and care industry, with a focus on nutrition and dietetics. - Strong knowledge of different dietary requirements including diabetic, gluten-free, vegan diets. - Excellent communication skills to educ...

I am looking for a software developer that can create a comprehensive tracking system for my lar... the system should be able to efficiently track and manage stock levels, reorder points, and provide alerts for low stock. - Customer Support and Communication: The system should include a CRM module that will help me automate my customer support processes. This includes tracking interactions with customers and managing communication effectively. Ideal Skills: - Software Development: Proficient in developing customized software applications that are scalable and can handle a large volume of data. - Automation: Experience in creating automation scripts and systems to optimize business processes. - CRM Development: Knowledge in developing Customer Relationship Management systems...

As an individual navigating the complex intersection of cryptocurrency and international taxation, I'm urgently in need of a seasoned tax consultant. Expertise in the following areas are necessary: - Cryptocurrency taxation: Extensive understanding of tax obligations and implications in both Europe and international settings. - Transfer pricing: Familiarity with the ins and outs of transfer pricing as it relates to cryptocurrency - Foreign tax credits: Guidance needed on how to navigate foreign tax credits in the context of Digital currencies. - Tax treaties: Knowledge of tax treaties that apply to crypto transactions. This task is time-sensitive and requires an immediate response. Ideally, I am looking for someone with a background in international tax law, with specific exp...

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I'm attempting to leverage the power of Odoo CRM to streamline my business processes. My familiarity with Odoo CRM is basic, hence I need an expert consultant in this tool. This project requires the ability to: - Assess our current use of Odoo CRM and identify opportunities for enhancement - Suggest and implement strategies to streamline our business processes leveraging Odoo's capabilities - Train and support our team in better utilizing Odoo While I'm open to improvements in all areas, I've skipped specifying any particular functions in Odoo for the consultant to focus on. I'm depending on the expert to guide me. Ideal Skills and Experiences: - Proven track record in implementing and enhancing Odoo CRM - Background in ...

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.

International financial affairs consultants need to analyze hot economic events. The consultant needs to have some knowledge of international politics to evaluate and analyze the economic policies of major countries in the world. At the same time, he needs to analyze the struggles of different countries in the economic field from a professional perspective. Key responsibilities include: - Conduct a thorough analysis of the economic policies of major countries - Identify and understand the economic struggles these countries are currently facing Ideal candidates for this project should possess: - Demonstrated experience in financial analysis, particularly in international affairs - Proficiency in interpreting and understanding economic indicators and policies - Ability to draw mea...

...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...

I'm in need of an intermediate SAP PS Consultant who can assist in training purposes. My goal is to bring someone on board who can guide my team in understanding and utilizing SAP Project Systems effectively. This will involve explaining complex concepts in a way that is easy for beginners to understand, while still providing the depth of information required for them to become proficient. Ideal candidates should have a solid grasp of SAP PS and a proven ability to teach or train others, while understanding the specific needs of a beginner or intermediate learner. It's crucial that they are able to deliver this guidance efficiently and effectively within a short period of time, as the project is expected to last less than a month. If you're someone with the righ...

Become a Business Catalyst: Business Consultant Do you thrive on helping businesses reach their full potential? We are seeking a highly skilled and experienced Business Consultant to join our team. The ideal candidate will have a strong background in business strategy, process improvement, and project management. Key Responsibilities: • Conduct thorough business analysis to identify opportunities for improvement. • Develop and implement strategic plans and initiatives to achieve our goals. • Provide expert advice on business process optimization and efficiency improvements. • Collaborate with cross-functional teams to ensure alignment and effective execution of business strategies. • Prepare detailed reports and presentations to communicate finding...

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 ...

We have a list of around 4,795 energy consultants. This list contains the name of the consultant, the company name they work for, contact information including general email address, telephone number, website, and address. However, we need you to find out the personal corporate email address of each consultant, and insert it into Column K in the Excel sheet. Check the attached file. Time : 48 Hours Budget 50$ Lowest Bidder will win Milestone Payment : no advance milestone payment. After Completed work get payment. Thanks

I'm seeking an experienced and knowledgeable RFP consultant. I need help in evaluating potential IT and professional services solutions. Key Responsibilities: - **Understanding of Government Tenders**: The consultant should have extensive knowledge and experience in crafting RFPs and evaluating government tenders. - **IT Services Acumen**: The ideal candidate should have a profound understanding of IT services and solutions. - **Professional Services Expertise**: The consultant should have a background in evaluating and recommending professional services providers. - Familiarity with Applications and Mobile Applications: Experience in tendering for these services would be highly advantageous. Ideal Skills and Experience: - Proven track record in managing and e...

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.

...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 ...

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 ...

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...

...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...