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    2,000 mini crm system jobs found, pricing in USD

    I'm looking for a CRM automation specialist who can configure our CRM system and automate several recurring tasks. The perfect candidate should also integrate our CRM seamlessly with third-party tools, including Email marketing software, Customer support ticketing system, Docusign, and Office. Key responsibilities: -Configure to automate the identification and tracking of prospects. -Set up automated email templates for contact initiation, follow-ups, and mandate proposals. -Integrate Google Forms or Microsoft Forms with for project information collection. -Automate the creation of OneDrive folders and the updating of CRM records based on form submissions. -Set up deal tracking with progress statuses in Monday.com. -Integrate DocEsign for...

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    I'm looking for a skilled expert in CIN7 to provide assistance in three crucial areas - Inventory Management, Order Processing, and Reporting and Analytics. As an e-commerce business dealing with over 500 products, an experienced hand is needed to aid in navigating these complex sectors. Key tasks will include: * Inventory Management: Tracking and managing our large inventory. * Order Processing: Implementing multi-channel sales orders effectively. * Reporting and Analytics: Deep dive into our data, to provide insights for the continuous improvement of our e-commerce business. The ideal candidate for this project should have proven expertise in CIN7, a strong understanding of large-scale inventory management, experience in multi-channel order processing and possess strong analytical...

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    ...Providing users with robust search filters will enhance their experience and help them find what they need quickly. - Reviews and Ratings: Implementing a review and rating system will add credibility to the platform while aiding users in making informed decisions. - Product Comparison Feature: Enabling users to compare different software and tools will add value and help them make the best choice for their needs. Product/Service Listing: The portal will focus specifically on software and tools. The aim is to offer a comprehensive range, including but not limited to: - Microsoft Office Suite - Adobe Creative Cloud - AutoCAD - CRM Software - Cloud Solutions - Security Solutions - Backup & Storage Tools Ideal skills and experience for this project include: - Proficiency...

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    I require a professional and experienced specialist to fine-tune our ERP system. We are specifically interested in: - Streamlining our business processes. This role is perfectly suited to someone who understands the intricacies of an ERP system. You'll need an in-depth knowledge to evaluate if we're using the system to its full potential and can then make the necessary improvements to enhance our business operations. While the specific area that needs fine tuning has not yet been identified, your expertise will guide us in making those determinations. If you're an informed, reliable resource with a solid grasp on business process optimization within an ERP framework, this could be a great project for you.

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    ...yet comprehensive CRM online system. Key Features: - Contact Management: The system should enable users to store, organize, and update contact information. - Task Tracking: It should allow users to create, assign, and track tasks related to contacts or deals. - Sales Pipeline Management: The system should facilitate the tracking of deals through the sales process, from initial contact to closure. - A Kanban view of opportunities with cover image Requirements: - The CRM system is required for less than 10 user accounts. - I need the system to integrate with email and calendar for seamless communication and scheduling. - Ability to restrict user access to geographical region or customers category Ideal Candidate: - Proficient in PHP and...

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    I'm seeking a talented web developer to create a website for my real estate business with a minimalistic design aesthetic. The main goal of this ...collect essential information from potential clients, including phone numbers, locations, budget, and preferences. Ideal Skills and Experience: - A strong background in creating engaging and efficient lead generation sites. - Solid experience in real estate industry projects. - Proficient with minimalist website design. - Proven abilities to implement forms for data collection. - Familiarity with CRM systems for seamless data integration would be a plus. With your skills and experiences, striving to make this project a great success is the prime target. Feel free to show your portfolio, especially if you have made similar lead ge...

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    ...will be based on the Binance Smart Chain (BSC) and follow the BEP20 standard. If you have already please send link Key Features: - Multi-level rewards: The referral program needs to accommodate a multi-level structure to incentivize different tiers of referrals. - Direct referral bonuses: Ensure that users get rewarded for directly referring new participants. - Performance-based incentives: The system should be able to track and reward users based on their performance within the program. - Plan package stake: The stake plan should be constructed in a way that users can select different packages for staking. Ideal Skills: - Deep understanding of blockchain technology, particularly Binance Smart Chain and the BEP20 standard. - Experience in creating smart contracts for cryptocurr...

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    I require a cloud-based web telecaller who can provide customer support services and manage call recordings. Key Responsibilities: - Handling customer queries and concerns through telephone calls - Recording calls for quality assurance and training purposes System Features: - Cloud-based hosting - Call recording feature - No need for live chat or ticketing system Ideal skills & experience: - Proven experience in customer support - Excellent communication and phone etiquette - Familiarity with call recording systems - Prior experience in a similar role is preferred Please note, your understanding of customer service principles and practices, as well as your ability to work under pressure, will be crucial for the success of this project.

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    I'm seeking a specialist to integrate a top-notch Jira Service Management project. The key priority at this stage is the establishment of a ticketing system that ensures full SLA compliance. • You'll be tasked in designing the system with a high level of detail that doesn't just include basic issue tracking, but also includes customer interaction features. • SLA compliance needs to be automatically tracked within the system. Simultaneously, the feature should allow for manual input options to ensure adaptability and accuracy. The ideal candidate for this task will have comprehensive knowledge and experience in Jira Service Management. Crucial to the project's success is your understanding of SLA compliance and creating a balanced tick...

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    I need an experienced Designer to create two simple Bootstrap pages for an HR system I'm developing. The deliverables should be: - Two visually appealing and responsive Bootstrap pages that are consistent with the design shown in the screenshots provided. Ideal Skills and Experience: - Bootstrap - Front-end development Please note that I'm looking for someone who can stick to the design provided and deliver the project within the agreed timeline.

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    I have a very basic high-level requirement for an ERP System that we need. I have the basic workflow with me. I need a Business Analyst to go through the requirement and create comprehensive flowchart diagrams, Detailed specification, and UI/UX plan. Tasks need doing: - Converts the business needs into detailed functional specifications. - Creates comprehensive flowchart diagrams to visualize the workflow. - May assist with the development of UI/UX planner. - Identifies integration points and necessary third-party services. - Ensures that all business requirements are met in the system design. I have a very limited budget, hence any entry to intermediate level Business Analyst apply! Previous experience should be validated!

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    Modern Mini Strip Mall Design 6 days left
    VERIFIED

    I am seeking an architect to create an exterior render for a mixed-use mini strip mall with a restaurant. This project requires a perfect blend of practical and aesthetically appealing design. Key Requirements: - Modern Architectural Design: The mini strip mall is intended to have a modern architectural style. Your previous work in similar designs is a must. - Mixed-Use Development: The primary purpose of this project is to create a mixed-use space. This means that the design should incorporate a range of functionalities, including retail spaces and a restaurant. - Balance of Practicality and Aesthetic Appeal: The design should not only be visually pleasing but also practical and functional. This balance is crucial in ensuring the success of the project. Please provide sam...

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    I'm looking for an experienced writer in the field of microgrids, particularly with a focus on energy management for a Hybrid microgrid. Key aspects of the article include: - Proposing a new energy management system and to be as Scopus paper Ideal candidates should: - Have a strong background in energy management, ideally with a focus on microgrids - have a Google scholar profile with published papers in same field Please note that the final article should be of high academic quality, and must be suitable for submission to Scopus.

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    ...Centers, where you'll play a vital role in ensuring customer satisfaction for our clients in this innovative sector. Key Responsibilities: - Assist customers of our green mobility industry client. - Handle inbound calls and emails professionally and efficiently. - Provide information, resolve issues, and address customer concerns. - Maintain accurate records of customer interactions in our CRM system. - Collaborate effectively with team members to ensure top-notch service. - Adapt to rotating shifts in our 24/7 operation. Qualifications: - Excellent French language knowledge (C2 level is required!). - Located in the EU! - Fluent English language knowledge. - Previous customer service experience. - Strong communication and problem-solving skills. - Customer-centric...

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    I am in need of a skilled software developer to create a unique payment distribution system for my business. The platform should allow for seamless financial transactions, fulfilling a number of functions such as: - Receiving payments from our member clients via bank transfers or credit card. - Sending fixed-rate commission payments directly to my sales team. - Allocating remaining profits equally between me and my three business partnerships. Users should be able to interact with an intuitive, easy-to-use interface. Ideal candidates will have experience with: - Financial software development. - Creating user-friendly interfaces. - Understanding of bank transfers and commission-based payment structures. A strong background in financial management systems would be highly benefic...

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    I'm in urgent need of talented Marathi writers who can weave engaging short stories, each under 500 words. The stories have no specific genre; creativity is encouraged. Ideal Skills: - Excellent command over Marathi language - Strong storytelling abilities - Experience in writing captivating short stories This project requires: - Unique, creative content - Attention to detail and commitment to deadlines - Flexibility and openness to feedback If you can captivate readers with compelling short stories, let's connect!

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    ...application • Login via phone number and otp, Gmail login, and email login • AI chatbot to respond to queries by parents and students • Contact Us, Privacy Policy, Terms and Condition and cookies Page • Nice and responsive design across platforms (website, iOS and android) • SEO optimisation of the website Admin Panel • Email password authentication for admin panel login with role-based login system • Students listing with their complete activity details and statics • Create new university form • Added university listing with updating and deletion of university • Create new expert form to list on the website • Added experts listing with updating and deletion of experts • Past ongoing and upcoming meeting l...

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    ..._____________ Please gather product information on vehicles that are equipped with the technology described in the section "2. Technology Description". *Note: Do not limit your information gathering to only the details mentioned in "1. Background" and "3. Reference Technology" (sections 【1】 and 【3】 are for reference only). 【1:Background】 This is about the electric vehicle charging reservation system. With this technology, for example, when using charging stations installed at locations such as car dealerships or beauty salons, customers can receive services while efficiently communicating with the shop's staff. In this way, it allows customers to seamlessly receive shop services timed with their vehicle charging. <<NOTICE>> The ta...

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    ...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...

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    ...to control autonomous driving through a switch unit installed near the driver's seat, and choices could be made using a display device in front of the driver's seat. However, there was an issue where the position of the switch unit did not align with the display location of the choices. Please search for this technology. 【3:Reference Technology】 Example: This relates to an information display system installed in vehicles capable of switching between autonomous and manual driving. Example: The control unit includes switches on the steering wheel, armrest, and center console, and during autonomous driving, it displays proposed actions and suggestions related to the vehicle's movement. Example: The surrounding information display area shows directional marks and sp...

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    ...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...

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    ...management system web application to streamline the day-to-day operations of our institution. Key Features: - Attendance Tracking: A robust feature for tracking student attendance, notifying parents of any absence. - Gradebook Management: A feature that allows teachers to easily input, manage and share grades with students and parents. - Fees Details: A section for fee details and payment tracking. - Individual Score Cards: A feature for students to view their own performance and progress. Technology Stack: I'm looking for a developer proficient in node.js to design and implement the system. Your expertise in this technology is crucial for the success of this project. Users: The primary users of this system will be students, teachers, and administrators. ...

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    I am looking for a skilled developer to build a sophisticated face detection and swapping system that can be deployed on the Nvidia Jetson Orin edge device. This system must be able to connect with a CCTV for real-time monitoring and be optimized for security surveillance. Key Requirements: - The system should be able to efficiently detect human faces. - It should have the ability to swap faces on human subjects; this is crucial for security purposes. - For privacy protection, the system should anonymize faces in real-time. - The software must be compatible with the Nvidia Jetson Orin edge device. Ideal Skills and Experience: - Strong proficiency in AI, particularly in face detection and face swapping technologies. - Prior experience with Nvidia Jetson platf...

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    ...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....

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    I'm looking to have an electrical diagram of an outdoor lighting system created. This system should incorporate: - LED lights (e.g., low-intensity for outdoor usage) - A battery that should power these lights uninterruptedly (small in size: not a car battery) - Both solar panels and a wind turbine to recharge the battery (both power sources would be a part of this system, and can automatically recharge the battery at any time based on whether solar or wind is available) - A way to monitor the level of charge within the battery at any given time Conditions for Charging: The battery should get recharged when there is an availability of wind or solar power. Skills and Experience Required: - Extensive knowledge about renewable energy systems - Experience in designi...

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    ...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. __________________________________________...

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    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

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    I am seeking a professional graphic designer to create a memorable, timeless l...following guidelines: Design Style: • Classic: I prefer time-honored logo designs that ooze character and enduring value. Color Scheme: • The main colors should be blue and white, representing cleanliness and precision. Symbol Incorporation: • The logo should include the images of a car and water droplets, symbolizing the core operation of the business. • The addition of a dog and a classic mini car will add a unique touch to the overall design. Ideal Skills & Experience: • Proven experience in graphic design and logo creation • Ability to convey complicated concepts through simple designs • Excellent understanding and implementation of color theory Looking ...

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    CRM Development for Windows 6 days left
    VERIFIED

    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 ...

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    ...application • Login via phone number and otp, Gmail login, and email login • AI chatbot to respond to queries by parents and students • Contact Us, Privacy Policy, Terms and Condition and cookies Page • Nice and responsive design across platforms (website, iOS and android) • SEO optimisation of the website Admin Panel • Email password authentication for admin panel login with role-based login system • Students listing with their complete activity details and statics • Create new university form • Added university listing with updating and deletion of university • Create new expert form to list on the website • Added experts listing with updating and deletion of experts • Past ongoing and upcoming meeting listing •...

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    I am seeking a data-savvy professional adept in R Programming and equipped with expertise in econometrics. The goal of the project is to prepare an in-depth mini-paper analysing the effect of Italy's government expenditure on its economic growth from 2002 to 2022. I'm attaching an example for clear understanding. The job will entail: - Data Preparation: Use R Programming to prepare tables and plots utilizing sales, customer, and inventory datasets. - Econometric Analysis: Focusing on the impact of government spending on Italy's economic progress within the stipulated time frame. - Insightful Report: Conclude with a comprehensive report discussing findings and implications within the economic outlook. Ideal Skills: - Proficiency in R Programming - Strong understand...

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    Trophy icon Cartoonized Circle Decals Design 6 days left

    I have three images uploaded with this project. One is a circle decal design, one is a mini excavator and the third one is a logo. I'd like you to merge these two images, placing the text 'LOUEZ MOI' over the excavator. This design will be printed as a 30-inch by 30-inch sticker. It has to include the logo. And it also as to have the text '''', alot smaller, but still visible Key Requirements: - The color preference for this design is green. just like the RRS logo i uploaded. - The level of cartoonization I'm looking for is a moderate cartoon effect, where the design should be clearly stylized but still recognizable. - I'm open to suggestions for additional elements in the design. Ideal Skills and Experience: - Proficient in graphic de...

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    ...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 ...

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    I'm in need of a skilled front-end developer to assist in finalizing the User Interface (UI) of a mini-app game. The backend and APIs are all set up, and the Figma designs are ready. Key requirements and responsibilities include: - Integrating the prepared APIs and backend for seamless client-side functionality - Adhering closely to Figma designs, with a degree of flexibility for minor adjustments to ensure a perfect balance between design and functionality - Implementing simple animations on the UI to enhance user experience Ideal candidates for this role are expected to have: - Proficient experience in front-end development, particularly in game development - Ability to translate design into usable interfaces with excellent attention to detail - ability to work with webs...

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    ...WordPress-based website and brand open source software. The project involves two main tasks: Part 1: Showcase Website Objective: Develop a showcase website for interactive screens, including training tutorials and a support ticket system. Requirements: WordPress Setup: Use a modern, responsive theme suitable for technology products. LMS Integration: Install and configure an LMS plugin (LearnDash, LifterLMS, or Tutor LMS). Create and upload training courses and tutorials. Implement quizzes and certification programs. Support Ticket System: Install and configure a support ticket system plugin (Awesome Support, WSDesk, or SupportCandy). Set up the ticket submission form and support workflow. User Access Control: Implement a membership plugin (MemberPress or Restrict Co...

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    ...reputable and experienced company to develop a hybrid application for an appointment booking system that will be available on Web, Android, and iOS platforms. The system will include a reward point mechanism that allows users to earn and redeem points for products or cash withdrawals via bank transfer. The admin console for managing the system should be developed in PHP Laravel. Project Requirements: User Interface: Web Application: Responsive design, compatible with all major browsers. Mobile Application: Hybrid app compatible with both Android and iOS. User-friendly interface: Intuitive design for easy navigation and booking. Appointment Booking System: User registration and login. Profile ma...

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    ...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...

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    ...Core developer to create an appraisal system. This system is designed to implement multi-page functionality. The system should be robust and user-friendly, ensuring a seamless user experience. Your primary task will be to build the system according to the provided guidelines. The appraisals can be conducted by the user without the need of connecting to any existing software or databases. Ideal Skills and Experience: - Proficiency in .NET Core - Experience in developing multi-page systems - Strong understanding of user authentication - Familiarity with document uploading - Competency in creating rating and feedback systems The project does not involve any integration with existing software or databases. You will be working on building the appraisal system...

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    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.

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    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 strategy to ide...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...

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    ...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 mana...

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    ...Website from Custom CMS to Independent User Login Profile System with PHP **Project Overview:** We are seeking a skilled freelancer to convert our existing website from a custom CMS to an independent user login profile system using PHP. The new system will require HTML code hints on all updated system parts, and we will also be adding a directory link to the navigation bar that opens up a page displaying a list of states with links and a drop-down menu featuring counties links. **Requirements:** * Expertise in PHP programming and familiarity with custom CMS systems * Experience with HTML and CSS coding * Ability to work with existing PHP framework and keep the main framework as PHP * Understanding of user login profile system and abilit...

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    Hi, I'd like to send you a new quote after discuss details Fixed fee: 50 USD Timeline: 7 days Thanks Phong Nguyen

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    I'm seeking a technical writer to produce a comprehensive instruction manual for a UV Analyzer System. The audience is intermediate users, therefore the manual should be detailed yet easy to comprehend. Tasks to be covered: - Installation and setup - Operation and controls - Troubleshooting and maintenance The ideal freelancer for this project should have: - Knowledge of UV Analyzer Systems - Experience in producing technical instruction manuals - Ability to translate complex information into user-friendly content. Note there is an old legacy manual we have that can be modified and there is technical support with the performance characteristics

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    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, ...

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    THE PROJECT MUST BE DONE ON MS VISUAL STUDIO - MY BUDGET IS $30-50 , ANYTHING MORE THAN THAT DON'T APPLY. ALSO TIMEFRAME IS 4 DAYS I'm seeking a skilled .NET developer to design an efficient, user-friendly inventory management system for a luxury shoe shop. 1. The Project should have/do the following: a. Product screen • Add product • Edit product • Delete product b. Category Screen • Add Category • Edit Category • Delete Category c. Subcategory Screen • Add Subcategory • Edit Subcategory • Delete Subcategory d. User Screen • Add User • Edit User • Delete User e. Edit Stock Screen • Add Stock Amount of Each product • Edit Stock Amount of Each Product 2. There should be a database for each screen 3. I...

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    In need of a proficient developer who is adept at developing systems using PowerApps and PowerPages. The task at hand involves creating an appraisal system for an organization, which includes the following elements: - Performance tracking - Goal setting and tracking - Feedback and comments section The system will not integrate with any existing systems, instead, it will be a standalone system with the capability of data import/export. A key prerequisite for this task is understanding and implementing varying access levels based on the role hierarchy of the organization. Each role within the organization will have different user permissions. Restrictions will be employed, allowing certain roles comprehensive access, while limiting access for others. The ideal candid...

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    - 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

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    I am...mapping. The system will primarily target Business-to-Consumer (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 enhancement...

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    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

    $14 / hr (Avg Bid)
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