Crm 2011 workflow entity recordsJobb

neuvoo/ är en sökmotor för jobb. Vi har funnits sen 2011 och började expandera i Europa 2014. Nu behöver vi en skicklig översättare för vår svenska sajt.

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

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.

I am seeking an experienced Unifier consultant to streamline our project management system and provide strategic guidance on process optimization. Key Tasks: - Conduct a thorough process review and analysis to identify inefficiencies and areas for improvement. - Implement workflow optimization strategies that enhance project efficiency and reduce time-to-completion. - Integrate multiple systems to ensure seamless data flow and accurate project tracking. Challenges: - Inefficient communication between teams: The current system hampers cross-functional collaboration and slows down project progress. - Manual data entry and duplication: We're struggling with data accuracy issues due to manual entry and duplication. - Lack of automation: The absence of automation is a bottleneck...

I'm looking for an exhaustive list of Australian gym owners, with a focus on capturing between 100 to 500 individual records. The data needed includes, but not limited to: - Owner's Email Address - 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 ...

...Service data modelling 10. Experience in creating solutions and custom connectors 11. Experience in creating Power BI reports 12. Knowledge of Azure Services/APIs/Functions Others 13. Strong customer interaction skills and ability to understand and document customer needs from a business solutions perspective 14. Microsoft Certifications (Power Platform/ M365/ Azure) 15. Experience in Nintex workflow and form, InfoPath 16. Experience in PowerShell scripts 17. Good knowledge on SharePoint Integration with LOB (SAP, Oracle, SQL,etc.) Thanks & Best Regards, Radhika Gattu Talent Acquisition VertexCS...

...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...

I'm in need of a Power Automate expert who can create a workflow system for me. This project involves getting tasks from rows in Excel and mapping them to individual tasks on a Planner board. Ideally, each row in Excel would correspond to a separate task on the Planner board. Skills & Experience: - Mastery in Power Automate - Solid experience with workflow creation - Strong knowledge in data management - Familiarity with Excel and Planner integration - Ability to deliver tasks promptly and accurately Your job is to ensure a seamless process of data management, with all tasks neatly organized and displayed on the Planner board. With your help, task automation will come to life, enhancing my productivity level.

I'm in need of a virtual assistant to help manage my daily inventory data updates and email handling tasks. Responsibilities: - Daily Inventory Data Updating: You'll be responsible for keeping our inventory records up-to-date. This will include tracking stock levels, monitoring product movements, and ensuring all changes are accurately reflected in our system. - Email Handling: I need someone to manage my email correspondence. This will involve: - Responding to Customer Inquiries: You'll be required to engage with customers who reach out via email, answering their questions, and addressing any concerns they may have. - Managing & Organizing Emails: Your role will also involve organizing my inbox, ensuring nothing gets missed and that I'm able to prioriti...

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...

I have a bulk of handwritten records that needs to be typed into a spreadsheet. The data will be used for analysis, so accuracy is important, though minor errors are acceptable. Key requirements: - Convert handwritten records into a digital format - Enter the data into a spreadsheet - Ensure moderate accuracy with minimal errors Ideal Skills: - Data Entry - Fast Typing - Attention to Detail - Basic Knowledge in Data Analysis - Experience with Handwritten Data Conversion would be a plus

I urgently require a proficient SQL Server expert, particularly conversant with SQL Server 2012. My primary challenge is recovering deleted records. Ideal Skills: - Comprehensive understanding of SQL Server 2012 - Expertise in data recovery processes Experience Required: - Proven track record in database recovery - Past work with SQL Server 2012 Your immediate availability for this project is essential. Please, only serious and experienced candidates should bid.

I'm looking for a skilled Python developer with experience in web scraping and Selenium. Your task is to extract a domain list from a given URL (). The data extracted should be cross-referenced for each domain with the follo...with the following fields: name, full address, email, and phone. Key Requirements: - Extract domain list from a specific website () - Implement cross-referencing for each domain with name, full address, email, and phone - Proficiency in Python and Selenium for web scraping - Ideally, experience with data cleaning and manipulation Please note that the number of records on the dealer locator is unknown. Your ability to handle large data sets will be crucial for the successful completion of this project.

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 ...

Please read all the photos before deciding whether to do it or not...personal e-commerce website. The main focus of this project is to enhance the user experience and streamline workflow by enabling: - Automatic synchronization of background variant products to tabpress and size guides. - Dynamic change of product attributes such as SKU, weight, length, width, and height based on selected variants on the product page. - Customization of product selection and display. The ideal candidate for this project should have: - Proficiency in WordPress development and plugin creation. - Experience with e-commerce and product management. - Ability to implement automatic synchronization of product variants. - Skilled in enhancing user experience and streamlining workflow. - Strong comm...

...infrastructure. The goal is to enhance security, ensure data privacy, reduce dependency on third-party email services, and customize the email system to meet our specific needs. The project will involve setting up the server, configuring DNS records, installing and configuring necessary software, securing the server, and ensuring seamless email access for all users. Key Deliverables: Infrastructure Setup: Set up a dedicated server or VPS with a static IP address. Configure necessary storage and network resources. DNS Configuration: Configure MX, SPF, DKIM, and DMARC records to direct email traffic to the server. Software Installation and Configuration: Install and configure Postfix for email delivery. Install and configure Dovecot for IMAP and POP3 services. Optionally...

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 ...

We are seeking an experienced Shopify developer to create a custom tracking system for our Shopify store. This system will manage and update the status of our workflow and must be capable of sending notifications via email or text. Additionally, we are looking to integrate this system with Klaviyo for enhanced notification capabilities. Key Features Needed: Status Tracking: Ability to update and track the following statuses: Checked in in Queue Work In-Progress Waiting on Customer Waiting for Parts Complete Ready for Pick-up Notifications: Send automated notifications via email or text. Potential integration with Klaviyo for advanced notification options. Requirements: Proven experience in developing Shopify applications or integrations. Strong understanding of Shopify's A...

I'm in need of a logo for my upcoming record label, 9 Acres Records. It's a small project, but I'm looking for a high-quality, professional design that captures the essence of my label. Here are the key requirements for the logo design: - Name: 9 Acres Records - Color: Green Grass - Style: *Sketchs & examples attached* Font MUST be in OLD English font Ideal Skills and Experience: - Experience in logo design, particularly for the music industry - Ability to deliver a professional, eye-catching design - Creativity and willingness to collaborate on ideas - Excellent understanding of color theory - Strong communication skills to ensure we're aligned on the design I want this logo to be the face of 9 Acres Records, so I'm looking for a talen...

I'm seeking a skilled developer to make specific improvements to my exi...QuickBooks Online to two MySQL database tables (order headers and order lines). This application works correctly but we want to add a condition to the INSERT statement in this program so only invoices that have a custom field populated will get synced to these tables. The custom field name to check is "Online Order Number". Requirements: - Modify functionality of existing program to only INSERT records to MySQL table when invoice record contains a value in custom field "Online Order Number" The ideal freelancer for this project should have: - Proven experience working with PHP, particularly in customizing and enhancing applications. - A solid understanding of QuickBooks Online's...

I am looking to automate certain repetitive tasks that are currently performed in Excel using Power Automate. - Main Objective: The chief goal of this project is to automate data comparison tasks. This will greatly improve productivity and minimize errors that may come with manual comparison. - Ideal Experience: The ideal freelancer for this task should have extensive exper...Experience: The ideal freelancer for this task should have extensive experience in Excel and Power Automate and should have successfully completed similar jobs in the past. A strong understanding of data comparison techniques and working with excel spreadsheets will be highly beneficial. - Skill Set: Key skills required include Excel, Power Automate, and a good understanding of data processing and workflow a...

...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...

As the client, I'm seeking to hire a Golang programmer, who is capable of creating a software tool - specifically a workflow automation tool. The proficient candidate should have expertise in: - Developing innovative features for software tools - Efficient debugging of existing Golang code - Enhancing software performance through optimization While I haven't specified explicit tasks, the successful freelancer should be skilled and experienced in these areas. Your role, should you choose to bid, is to help bring a Golang-driven workflow automation tool to life.

...Receivable, B. Account Payable, C. Payroll (Included MPF) D. Loan, E. Accrued expense. F. Amount due from/to G. Bank transaction. H. Fixed asset (with depreciation) 5. Prepare monthly financial statement (with the schedules Above) "Additional Scope" (I want you to do) 6. Using the accounting system "Odoo" for better recording process A. The Ideal scenario is keeping all the records at the Odoo. 7. Advise and enhance better workflow in accounting with our colleagues. 8. Translation from the Chinese to English from both. “Advance Scope” (I hope you to do) 9. Recording in manner of Managerial Accounting (costing schedule by projects) 10. Communication with clients or vendors regarding accounting matters 11. Assisting the external Auditor, tax r...

...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 quantities transported Reimbursement status Funding approvals User activity User Roles: Commodity growers: Apply for funding, track shipments,...

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I have a bulk of handwritten records that needs to be typed into a spreadsheet. The data will be used for analysis, so accuracy is important, though minor errors are acceptable. Key requirements: - Convert handwritten records into a digital format - Enter the data into a spreadsheet - Ensure moderate accuracy with minimal errors Ideal Skills: - Data Entry - Fast Typing - Attention to Detail - Basic Knowledge in Data Analysis - Experience with Handwritten Data Conversion would be a plus

...and dexterous home assistant and sitter who can competently handle a number of responsibilities. It’ll be 6 days a week. And 3-5 hours per day. Tasks and Responsibilities: - Able to follow instructions. - Computer literacy. - Manage home. Home Management: In addition to the above, the successful candidate will assist with household inventory management, maintaining comprehensive records and ensuring that everything is in its rightful place. Ideal Skills and Experience: - Demonstrated experience in home sitting and assistance. - Exceptional organizational and management skills. - An eye for detail, especially when dealing with inventories. - Good communication skills. - Ability to follow orders. This is a demanding job that requires a flexible...

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

...data must be verified using third-party tools before submission. Only verified records will be accepted, and payment will only be issued for data that is verified to be accurate. Verification Process: After you have submitted the verified data, we will also be verifying the data ourselves to ensure the accuracy of the data. We will verify the email addresses through Zero Bounce, the phone numbers through Tele sign, the addresses through USPS Address Lookup, and will test all URLs and links to ensure they are accurate as well. Payment / Replacement Data: Once the data is verified, we will then release final payment, and if any of the contact details come back as invalid, we will request replacement data records. If this project is successful, we will have many more proj...

I am seeking a cutting-edge Geographic Information Systems (GIS) Specialist/Subject Matter Expert skilled in Arc GIS Pro and Online products and experience with workflow integrations and other Esri service offerings. Show off your advanced skills and experience in Arc GIS Online to provide a sophisticated mapping solution that can support real-time updates and customizable layers on these interactive maps that support workflows that update plotted objects visually. Key Responsibilities: - Generate interactive maps making use of appropriate data sources using Arc GIS Pro, Imagery Analyst Extension, Site Scene, Workflow Manager and other ESRI products to support the project outcome. - Conceptualize and establish raster layers while leveraging specific benefit-oriented...

I need a skilled professional to install Mail-in-a-Box on my RackNerd server. You should set up all the necessary DNS records and ensure the installation is fully secured by implementing a Secure Connection SSL / STARTTLS. Key Requirements: - Installation of Mail-in-a-Box on RackNerd server - Setting up all necessary DNS records - Implementing Secure Connection SSL / STARTTLS Ideal Skills and Experience: - Proven experience with Mail-in-a-Box installations - Strong understanding of DNS management - Expertise in SSL/TLS configuration - Prior experience with RackNerd servers The primary purpose of this project is for educational/nonprofit use, so your help in ensuring the security and functionality of this setup is crucial. Please only apply if you have relevant experience a...

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...

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.

I am looking for a skilled developer to create an engaging Employee Pre-Verification system. This system will focus on Background check and Referral check. Key Functionalities: - **Background Check**: This system should have the ability to conduct background checks on potential employees. This can involve checking criminal records, credit history, and other relevant information. - **Referral Check**: The system should also incorporate a referral check system. This can help verify the authenticity of the references provided by the employee. User Interface: - The UI of this system should be interactive and engaging. This will ensure that the system is not only functional but also user-friendly. Reporting System: - The system should generate reports in two ways: - **Downloadable ...

I'm looking for an experienced WHMCS developer to help improve an already developed financial history graph. I had a developer from before that told me he could improve the module by take order dates and other dates already in the database to fill in missing data of the graph. Right now the graph just records order and financial information in the database and displays it on the graph. Where there is no data the graph just shows a straight line as shown in the demo screenshot. So I want the graph to show the data that its table is missing by getting this information from the WHMCS database. The end result would fill in the missing data of the straight line and also show the history on the graph from the start of the database, right now it only goes back 3 years because that is ...

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.

...com/ Base Website Custom Design: Includes up to 4 unique page designs. Responsive Layout: Mobile-friendly design that adapts to various screen sizes and devices. CMS Integration: WordPress installation and setup, allowing for easy content management. Content Strategy Session: Session to outline the site’s content needs and SEO goals. Contact Form: Integration of a basic contact form which stores records in the CMS system. Google Analytics Setup: Integration of Google Analytics for tracking website traffic. Security Plugins: Installation of security plugins to help protect the website from common threats. The following pages are included in the base design package. • Home • About • Travelers • Clients Additional Page Development Creation of additional web...

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...

Request details FOR EXPERTS WITH EXTENSIVE EXPERIENCE IN THE FIELD ONLY Objective: Scoring Algorithm for evaluating potential investments Data Source: 200+ proprietary historical records with up to 90 parameters Mentoring requested (to be worked with tech project lead and data engineer): • Data-Preprocessing (missing values, normalization, outliers) • Implementation methods for feature selection (e.g. correlation Analysis, feature importance, etc.) • Identify and run different algorithms (e.g., logistic regression, decision trees, random forests, gradient boosting, neural networks) • Details and rationale behind algorithms selection • Hyperparameter tuning and optimization • Cross-validation • Performance metrics (e.g., accuracy, precision, reca...

I'm on the lookout for an experienced GDPR solicitor who can provide sound advice and representation on legal issues primarily concerning data breaches. My organization routinely deals with a considerable volume of potentially sensitive phone call records. Here are the main tasks that the right candidate should be prepared to handle: * Legal Guidance: I need expert advice on how to navigate legal disputes related to potential data breaches involving phone call records. * Legal Representation: The ideal candidate must be well-versed in representing an organization during any potential legal dispute, with an emphasis on data breaches. If you have a thorough understanding of GDPR compliance, with a particular emphasis on data breach protocols - I would like to hear from y...

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...

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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...platforms, and is designed to provide users with medical opinions using AI. Key features to be included in the app are: - Diagnosis Suggestions: The app should provide users with accurate diagnosis suggestions based on their reported symptoms. - Symptom Checker: A symptom checker that helps users identify the possible medical conditions related to their symptoms. - Medical Records Storage: A secure and easy-to-use medical records storage system, allowing users to keep track of their health history. Ideal candidates for this project should have: - Proven experience in designing UI/UX for mobile applications, particularly in the medical or healthcare sector. - Proficiency in understanding and translating complex requirements into user-friendly designs. - A strong portfolio...

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