Zoho crm projectJobb

I am looking for someone who can make a few Zoho Analytics reports happen.

I'm in need of an experienced ZOHO CRM expert who can assist with customization and integration. - Customization: The key focus is on dashboard customization to improve usability and functionality. A thorough understanding of ZOHO CRM dashboard structures is crucial for this role. - Integration: I require assistance with integrating ZOHO CRM with existing systems to streamline our operations. Practical experience with third-party integrations is a must-have for this job. Ideal Skills: 1. Exceptional understanding of ZOHO CRM, specifically dashboard customization 2. Proven experience with ZOHO CRM integration 3. Ability to train others on functionality changes. This project is perfect for someone with gre...

Looking for a developer who can work with react and node.js to create a dashboard area with flight and hotel APIs integrated with CRM integration and payment gateway integration as well. The dashboard needs to have OAuth based authentication for user login and connected another website

Just Spanish spoken/ Imprescindible saber hablar Español Necesito a una...juntos para mejorar el negocio. Estoy creando una campaña publicitaria así que trabajaremos principalmente en eso. La idea es poder colaborar durante bastante tiempo, serán pagos por hora trabajada y trabajaremos juntos, se aceptan contrapropuestas. Se valora que haya comunicación para desarrollar un mejor trabajo conjunto. Labores a desempeñar: -Conectar y administrar diferentes plataformas(RRSS, CRM, Chatbots, etc) -Análisis de datos(ROI,CTR, ratios de conversión, etc) -Saber cómo realizar campañas de anuncios en meta(conexión a una landing y analizar datos como la tasa de visualización y permanencia) Se valorarán ...

Project Title: SaaS Product Cold Calling Campaign Target Audience: Medium-sized businesses Key Selling Point: This question was skipped Preferred Method of Communication: Phone calls Skills and Experience: - Experience in cold calling and sales in the US market - Excellent communication and persuasion skills - Knowledge of SAAS products and their benefits for businesses - Ability to effectively convey the value proposition and benefits of the SAAS product over the phone - Proven track record in generating leads and closing sales through phone calls - Familiarity with CRM software and tools for tracking and managing leads - Ability to work independently and meet sales targets - Familiarity with the US business landscape and understanding of the challenges faced by medium-...

I'm seeking a well-versed Zoho specialist to carry out customizations on my Zoho CRM. Specifically, my project involves adjusting the modules to better align with my business processes. Here's a breakdown of what I need: - Modules Customization: Tailor the existing CRM modules to my exact requirements and business specifics. While it is certainly advantageous for you to be familiar with all areas of Zoho, the focus for this task lies specifically within Modules Customization. A comprehensive understanding of Zoho CRM and its customization is crucial. It would be beneficial if you come with a background in Zoho Creator application development and Zoho Books integration as well. Your ultimate aim should be to...

Bank Reconciliation using Zoho Books - I am looking for a freelancer who can perform monthly bank reconciliation for my existing business using Zoho Books. - The ideal candidate should have experience in using Zoho Books for accounting purposes. - The freelancer should be able to reconcile bank statements with the transactions in Zoho Books - I have due reco from 1st September 2023 till Dec 2023 . - 250 lines items in total per month .

As a business owner, I am in need of a professional to help in the configuration of my Zoho CRM and Projects. This includes a range of modules such as Leads, Deals, and Projects. The focus should be on: - Customising workflows: My business is primarily geared towards lead generation, sales pipeline management, and project management. Thus, the new configuration setup should significantly optimise these areas. - Tweaking fields: I am open to recommendations on which fields to remove or add to make my CRM and Projects more user-friendly and relevant to my business needs. The ideal freelancer will have formidable experience with the Zoho platform, a keen eye for details, and an understanding of CRM best practices to share. I am looking for a so...

Seeking a telemarketer for a financial industry. The ideal candidate should have experience in cold calling and be comfortable making cold calls. Skills and experience required: - Previous experience as a telemarketer - Excellent communication and persuasion skills - Familiarity with the retail market and its products/services - Ability to work independently and meet targets - Proficiency in using CRM software Responsibilities: - Make outbound calls to potential customers and pitch our products/services - Follow-up with leads and maintain a database of customer information - Achieve weekly and monthly sales targets - Provide feedback and suggestions to improve the sales process This is a part-time position, with the expectation of working more than 20 hours per week. The freela...

I am looking for a freelancer who can help me with my SM and Email Marketing. I need someone who can create 3 posts per week for social media. Create a drip email campaign. Platforms: - Facebook, Instagram, Twitter and LinkedIn - Zoho Campagins (email)

Client is my referral outside of freelancer with 0% Commission Fee Offer, We're working on a CRM Like panel for his tourism business.

I'm looking for a proficient developer to assist in creating a CRM web app using AppSheet. The app needs to streamline key processes within my business, specifically in contact management, task management, Ideal Skills and Experience: - Experience in AppSheet or similar no-code platforms - Previous projects involving CRM app development - Understanding of sales processes Complete App Description : its a Very Simple app which can be develop 2-3 days if you have experience with Creating CRM app using AppSheet

Creating Invoices for New Orders, Repeat Orders, Reminder for Cyclic Orders, Payment Reminder for unpaid Invoices and followups.

Looking for an expert in setting up ZOHO CRM.

Project Title: Retention Strategy for B2C Business Hello, We have an online store, and we want to increase retention percentage. So, we have built a strategy to let customers order repeatedly, and we want to show this strategy to an expert so he can give us some advice. We also have some questions. We want to deal with someone who already has experience please. Main Goal: - Increase customer loyalty - reduce marketing cost Target Market: - B2C (Business to Consumer) Specific Strategies: - Client has specific strategies in mind Ideal Skills and Experience: - Experience in developing and implementing retention strategies for B2C businesses - Strong understanding of customer behavior and market trends - Ability to analyze customer data and identify key retention opportunities - E...

I'm seeking a proficient inbound customer service agent who is capable of effectively navigating tasks related to: - Responding promptly to customer inquiries - Deeply understanding and resolving customer complaints - Providing detailed product information and helpful assistance when needed Your role will primarily involve interactions...customer complaints - Providing detailed product information and helpful assistance when needed Your role will primarily involve interactions with customers of retail and e-commerce businesses, hence previous experience in these sectors would be beneficial. Exceptional communication skills, problem-solving abilities, and a customer-centric approach are vital for this role. Knowledge about basic CRM tools and software would also make you an i...

...purchase. • Lead Conversion: Effectively communicate product benefits, answer queries, and convince prospects to convert into customers. • Customer Relationship Building: Build and maintain positive customer relationships by providing exceptional service and addressing concerns or issues promptly. • Data Management: Maintain accurate records of customer interactions and sales activities in our CRM system. Qualifications: Fluent in English and Hindi with clear and articulate communication skills. Strong interpersonal skills and the ability to engage effectively with diverse customers. A persuasive and customer-focused attitude. Basic computer skills for chat interactions and data entry. Prior telemarketing or customer service experience is a plus but not m...

i need to create CRM website for my business. i already have the requiremend needed. Need to integrate a few 3rd party api

I am looking for someone to help me create a price book for my business. Services : Construction Format: No, but I have some preferences Number of services: More than 100 Skills and Experience: - Experience in creating price books for businesses - Familiarity with the electronics industry - Hello we are a constructive company and we off...price list based on all the jobs we have completed. Again we offer many services such as plumbing, drywall, deck installation, water removal etc. So some of the estimates may have several different services within one estimate. We have roughly 800 estimates which we needed combed through. After we extract all the data and find out what we charged for each service we need to create a price book via a crm. I’ve included examples of the es...

**Job Title**: Virtual Assistant - Lead Generation and Sales for Women's Apparel **Job Description**: We are seeking a dynamic Virtual Assistant to suppor...and products. - Schedule appointments for trade shows and sales meetings. - Maintain a database of contacts and interaction history. - Collaborate with our sales team to refine outreach strategies. **Skills Required**: - Excellent communication and persuasive skills. - Strong research and organizational abilities. - Knowledge of the fashion industry, particularly women's apparel. - Proficiency in CRM software and MS Office. - Self-motivated with a results-driven approach. Experience in sales or marketing within the fashion industry is preferred. This is a remote position offering flexible hours. Applicant has to be...

I am searching for someone who has the skillset to integrate the Fretwork with Geckoboard to facilitate daily data synchronisation of our contacts. Freshworks has a very limited integrations scope, and so far I have struggled to connect the custom fields we have added into the contact fields into any kind of dataset on Geckoboard or otherwise...and Geckoboard for hourly data updating of contacts * Ensure that all contact data and lead status information from Freshworks is accurately transferred to Geckoboard Preferred Skills and Experience: * Strong Background in API Integration * Proficiency in data management and synchronization * Someone with experience doing this before preferred Freshworks API: Geckoboard:

I need mobile field app and a desktop dashboard to help organizing my small land surveying business. My field guy needs an simple mobile app to organize tasks streamline file management/sharing. (see flowchart attached). Here is a brief description of my workflow: Create job number, enter client contact info, property address, category. Then assign the job to employee calendar. First task: Research. (upload files to cloud) Second task: Field Work. (upload files to cloud) Third task: Drafting. (upload files to cloud) Forth task: Crew Review (upload files to cloud) Fifth task: PLS Review (upload files to cloud) Final task: Send PDF to client.

I'm in need of a reliable and knowledgeable accountant who is intimately familiar with ZOHO Books and ZOHO Payroll. My requirement is two-fold: 1. Data Entry: - Input sales/revenue data, as well as expenses/cost data for the financial year 2023-24 in ZOHO. 2. Automation Setup: - Autonomously set up GST and Payroll automation in ZOHO while adhering to the local business-specific regulations in my area. Ideally, you should have prior experience in dealing with ZOHO systems, and an impeccable understanding of the local regulatory environment. All the entries made and all the automations set up should be fully compliant with the bookkeeping and accounting rules specific to my business location. Accuracy and attention to detail are paramount for ...

...Assistant (VA) proficient in cold emailing. The role entails approximately 5 hours of work daily at a rate of $1USD per hour, totaling $5USD per day. Responsibilities: Conduct basic cold emailing as per my instructions. Utilize Time Doctor for monitoring, ensuring work engagement. Manage around 200 emails per day along with lead generation using Leads Gorilla which i have a subscription for. Manage CRM - Proficiency in computer usage, internet navigation, and fluent English is essential. Bonus for Referrals: If you connect me with a qualified candidate willing to work at this rate, I'll provide you with a $15USD referral bonus. Preference is given to candidates from economically disadvantaged regions such as Pakistan, Haiti, Africa, and Afghanistan due to their cost-ef...

...English to help lighten my workload for 10-20 hours per week. Roles and Responsibilities: - Scheduling appointments - Managing files on different cloud platforms - Creating engaging presentation materials - Organising my emails The ideal candidate for this role will have: - Excellent command of English and Spanish - both written and spoken. - Proficiency in Microsoft Suite - Experience with CRM platforms - Exceptional organizational and multitasking skills -Prompt and responsible Your effective communication skills and attention to detail will enable a more efficient workflow and a smoother virtual collaboration. I look forward to working with a cooperative and reliable individual who can bring not only their skills but also their dedication to the role. The position pay...

...in Asia. Currently we are growing our business in Hong Kong which provides unmanned retail solutions consultancy and also sells the parts and tools for unmanned retail consoles and kiosks. Our business relies heavily on referrals and most of our clients contact us using emails, calls and WhatsApp. When we receive the order, we will just record the orders on excel, and generate the invoices using Zoho invoice. Hence the work is very tedious and administrative. We have a simple e-shop on our website but our clients do not usually purchase the parts via this platform. Again, they normally just place orders and ask for quotes using WhatsApp instead of checking online as we sometimes provides discounts for high volume orders. Goals and need of a system: We hope that with a system, we...

Project Title: Director of Sales Our Company: - Our cutting-edge company specializes in digital asset tokenization, offering innovative solutions to entrepreneurs worldwide. We pride ourselves on transforming business aspirations into tangible success. With a track record of groundbreaking projects, we're poised for exponential growth. Sales Focus: - Both B2B (Business to Business) and B2C (Business to Consumer) Main Objective: - Both increasing revenue and expanding customer base Skills and Experience Required: - Proven track record in sales and revenue growth in the technology industry - Strong understanding of both B2B and B2C sales strategies and techniques - Ability to develop and execute sales plans to achieve revenue targets - Experience in building and manag...

I am seeking a skilled professional to assist in the implementation of Zoho One for my business. Having used other CRM systems previously, I am excited to transition to Zoho due to its holistic business offerings. The core functionalities that need to be addressed are: - CRM - Inventory management - Generating and managing quotes - Invoicing - Vendor management - Custom module creation (4) - Implementing workflows - Automations Note on timetable: My business requires rapid turnaround for this project. Specifically, we need to reach substantial completion within 80 hours. We anticipate this project will transition into ongoing tasks as well. Ideal Candidate: - Expert level experience with Zoho One is preferred. If you're not an e...

I'm seeking an experienced ZOHO specialist to effectively implement various features including CRM, social media, and marketing in my business. I wasn't previously using any software for these aspects, therefore I need someone to smoothly introduce ZOHO with minimal disruption to my operations. Key objectives include: - Automating customer management: I want to streamline my customer relations, improving efficiency and responsiveness. - Implementing campaign management: The goal is to coordinate and track marketing campaigns to optimize my outreach strategies. - Enhancing lead generation: ZOHO should help leveraging social media for optimal lead generation. The ideal candidate must have comprehensive understanding and working experience in ZOHO...

I'm looking for a tailored smart accou...and also we can do better forecast of stocks. This high-tech system should come packed with the following functionalities: - Generating Invoices - Tracking Expenses - Automating Tax Calculations - Conducting Smart Reporting & Analysis - Managing Inventory - Overseeing Supplier Management - Supervising Sales & Revenue Tracking In addition, the system should integrate seamlessly with our existing CRM and eCommerce platforms, ensuring a cohesive digital ecosystem. This system is primarily intended for use by small businesses, so I need a freelancer with an understanding of the unique needs and workflows of these types of businesses. Experience with the implementation and use of similar systems in a similar business size context wi...

...required for ongoing CRM Management task Skills and Experience: - Expert level knowledge of Hubspot - Proven experience in CRM Management - Strong understanding of email marketing and lead generation - Ability to analyze data and provide insights for improving CRM performance - Familiarity with Hubspot integrations and automation capabilities Tasks: - Manage and maintain the client's CRM in Hubspot - Monitor and track customer interactions and data - Develop and implement strategies to improve CRM performance - Optimize email marketing campaigns and lead generation efforts - Provide regular reports and analysis on CRM performance - Assist in training and onboarding new team members on Hubspot CRM We are looking for an experienced ...

I am looking for a skilled graphic designer who is experienced ...graphic designer who is experienced in creating modern and visually appealing images. The project involves designing three graphics that vividly represent a CRM back office. Key elements to include in these graphics are: - Numbers - Names - Info Though the style/theme and dimensions were not specified, the designer should come up with innovative ideas that align with a CRM back-office setup. Ideal Skills: - Expertise in graphic design - Creativity and innovation - Experience in designing CRM or related graphics - Understanding of modern design trends Experience working with Go High Level would be a significant plus. These graphics should capture the essence of the various functions and roles ...

Mobile App for Sales and Service Team Platform: Both iOS and Android Features: - Customer Relationship Management (CRM) - Sales Tracking - Scheduling and Dispatching Preferred Programming Language: No preference We are looking for a skilled mobile app developer to create a mobile app for our sales and service team. The app should be designed for both iOS and Android platforms. Our main requirement is to have a comprehensive Customer Relationship Management (CRM) system integrated into the app. Additionally, the app should include features such as sales tracking and scheduling and dispatching functionalities. We do not have a preferred programming language for the app development, so the developer can choose the most suitable programming language based on their expertise.

I'm in need of a talented freelancer with skills in Square POS and Zoho Books integration. The ideal candidate for this job needs to have a strong understanding of both systems and able to setup an ongoing synchronization between the two. Overall, the key features for this project include: - Integration of sales transactions from Square POS to Zoho Books - Synchronization of customer information, including a sales-related custom field from Square POS to Zoho Books - Automated creation of invoices in Zoho Books for each sale occurred in Square POS Your task will mainly focus on ensuring seamless and functional ongoing integration between two systems. Strong technical and problem-solving skills are a must. Experience in similar projects will be a sign...

Generate a Module for Dolibarr CRM that change the customer order state to in process(2) if any linked MRP/MO switched to state in process

I am looking for a freelancer to help m...am looking for a freelancer to help me with my IT CRM project. The project is for an existing business and we currently have VanillaSoft as our CRM system. We are specifically looking for someone who can update my VanillaSoft CRM. Please only apply for this project if you have previous experience with VanillaSoft. Additional steps and specific details will be provided once a project match is found. Ideal Skills and Experience: - Experience with CRM systems, specifically VanillaSoft - Strong understanding of lead tracking and how it can be implemented into a CRM system - Ability to customize and integrate lead tracking functionality into our existing CRM system - Familiarity wit...

I'm seeking skilled developers to build a Customer Relationship Management (CRM) software geared towards enhancing our sales team's operations. The compelling feature the software should possess includes: - Contact Management: The software should maintain an organized database of our customers and prospects. It must efficiently manage their contact details and interactions history, boosting seamless communication. Ideal candidates for this project should have a proven track record in CRM software development, particularly for sales teams, and are proficient in creating software with a user-friendly interface. If you possess knowledge or experience in Contact Management systems, that would be a valuable asset.

I am looking for a skilled and experienced writer who can assist me in documenting our existing workflow in Zoho. The ideal candidate will have expertise in Zoho and strong technical writing skills. Scope of the project: - The workflow that needs to be documented covers the entire organization, including multiple departments. Preferred format for the documentation: - The preferred format for the documentation is MARKDOWN. Skills and experience required: - Proficiency in Zoho One and most apps and experience in documenting workflows. - Strong technical writing skills. - Familiarity with MARKDOWN format.

I am looking for someone to help me with setting up accounts and transactions in Zoho Books. This is a one-time setup project as I am new to using Zoho Books. This is for a small ATM company. Ideal skills and experience include: - Expertise in Zoho Books - Knowledge of setting up accounts and invoices - Familiarity with financial reporting in Zoho Books

...Optimize automated campaigns and measure efficiency. 4. List Building - Develop strategies in growing email list. 5. Collaboration - Work with teams and program managers to ensure that the cohesiveness of content. QUALIFICATIONS: - Proven experience in email marketing - Proficiency in email marketing platforms (e.g., Mailchimp, Constant Contact, HubSpot, Zoho Marketing Automation). - Strong understanding of marketing automation and CRM systems. - Excellent written and verbal communication skills. - Detail-oriented with a focus on quality and accuracy. - Ability to manage multiple projects and deadlines. Work Schedule: 4 hours a day, Monday to Friday, Los Angeles time, PST, with a potential to grow into a full time position Salary: 200 USD/month....

I require a technical wizard capable of connecting my Zoho CRM's Deals module to a Google Sheet using the Zoho CRM API and the Google Apps API. The fields from the Deals module that need to be synchronize include: - Deal Name - Deal Owner - Deal Amount - Deal Stage - Closing Date - Additional custom fields such as consult date Your task will be to ensure that these specific fields are synchronized between the two platforms efficiently and accurately. If you possess proven experience in CRM and Google Sheets integration and have a knack for custom APIs and advanced data processing, this task is perfect for you. It would be an added advantage if you're familiar with Zoho CRM's structural semantics and connection protocols.

Dynamics Email Invoice&WO Requirements Must be very familiar with Dynamics Field Service tables and some of its existing limitations. I would like to create a single file attachment and send it via email to the Account's Primary Contact email address, and then delete the file itself so we don't store unnecessary data in Dynamics. For documentation of communications with the Account, the Timeline needs to show that the email was sent and include the body of the email. This can be done as it currently does via a record in the Emails table but we need to delete the Attachment. The biggest challenge is that Word Templates only go 1 level deep and only all one entity for selection. To do it the way I prefer—an Invoice (however many pages needed—usually 1), follow...

I need a proficient and experienced HubSpot professional who can effectively carry out data extr...from emails: Your core task will be to extract data about conversions from our emails in HubSpot. An understanding of email conversion data is important to successfully complete this task. - Integrating with CRM: I'd like the extracted data to be delivered via an integrated CRM system. Hence, proficiency in integrating CRM systems with HubSpot would be immensely beneficial. Continued support and enhancement services will be required as we anticipate the need for future modifications. Ideal candidates will have a strong background in HubSpot, data extraction, email marketing, and CRM integration. If you are a keen problem solver with excellent analytical s...

I'm in need of a professional who can effectively manage the task of setting appointments for sales calls. With the absence of dedicated software or CRM tools, a robust system is currently missing and needs to be established. Ideal candidates should: - Have excellent organizational skills - Show proficiency in communication - Prior experience with manual tracking systems - Demonstrate a good understanding and handling of sales processes The timeline has not yet been outlined; the timeline and approach can be discussed once the ideal person for the role has been identified.

L...should have excellent communication skills and be comfortable making cold calls. - Knowledge of effective sales techniques and strategies is essential. - You will work closely with our marketing team to develop targeted lead generation strategies. - It is crucial that you have a strong understanding of the B2C market and can tailor your approach to different customer segments. - Familiarity with CRM software and lead management tools is preferred. - This is a remote position, and you will be required to provide regular updates on your progress. Skills and Experience Needed: - Proven experience in B2C lead generation and sales - Strong communication and interpersonal skills - Ability to make cold calls and generate leads via phone - Knowledge of effective sales techniques and st...

Project Title: Sales and leads generation for Consultation Services targeting Other businesses (B2B) - Desired Outcome: Increase sales - Main Selling Product or Service: Consultation Services - Target Market: Other businesses (B2B) I am looking for a skilled freelancer who can help me generate more sales and leads for my Consultation Services targeting Other businesses (B2B). The main goal of this project is to increase sales and attract potential clients from the B2B sector. Ideal Skills and Experience: - Proven track record in sales and lead generation for B2B services - Strong understanding of the B2B market and effective strategies to attract businesses - Proficiency in utilizing various marketing channels and techniques to generate leads - Ability to identify and targ...

Project Description: I am looking for a freelancer with experience in Zoho Books accounting to assist me with a one-time bookkeeping task. Specific Tasks: - Bookkeeping: I need help with organizing and maintaining my financial records using Zoho Books. Skills and Experience: - Familiarity with Zoho Books: The ideal candidate should have good familiarity with Zoho Books, as I am somewhat familiar with the platform myself. - Attention to detail: The freelancer should have excellent attention to detail to ensure accurate bookkeeping. - Time management: The ability to manage time effectively is crucial as this is a one-time task. Please provide examples of previous experience using Zoho Books and any relevant certifications or qualifications.

Somos una empresa situada en Sant Cugat del Vallès, a 10 Km de Barcelona. Actualmente nos urge la necesidad de programar Dynamics Sales ajustándolo a nuestras necesidades. Al ser una empresa de servicios no tenemos productos cerrados y todas nuestras ventas varían en función del cliente y los servicios de dicha venta. Trabajamos por proyectos, cada vez que un comercial vende un servicio o varios, lo que esta haciendo es vender un proyecto que después pasará a operaciones una vez la venta esté cerrada. Estos proyectos pueden ser de varias empresas. Un ejemplo para entenderlo mejor es la venta de una acción formativa /curso. En una acción formativa pueden participar los informáticos de distintas empresas que quieren form...

...objective of the CRM Software Project Module is to enhance our existing CRM system by introducing a dedicated project management module. This module aims to streamline project-related activities, facilitate collaboration, and improve overall project management within the CRM platform. 1. Features and Functionalities: The project module will include, but is not limited to, the following features: Project Creation: Users can create new projects with relevant details, including project name, description, start date, and end date. Task Management: Within each project, users can create tasks, assign them to team members, set due dates, and track task progress. Milestone Tracking: Users can define project...

I am looking for a Zoho Commerce developer who can help me with my project. The ideal candidate should have experience in customizing the design of Zoho Commerce websites, specifically making major changes to an existing theme. Specific requirements for the project include: - Customizable design: I need the developer to make major changes to an existing theme and create a unique look for my website. - Payment gateway integration: The developer should be able to integrate a payment gateway into the website, allowing customers to make secure online payments. - Inventory management: It is important that the developer has experience in setting up and managing inventory on Zoho Commerce websites. The project has a tight deadline, and I need it to ...