Crm custom excel report jobs

Filter

My recent searches
Filter by:
Budget
to
to
to
Type
Skills
Languages
    Job State
    23 crm custom excel report jobs found, pricing in USD

    ...TOOL that will load excel files directly into 3 custom modules built with module builder. One module is a load of new entities with direct mapping of some 10 excel colums to vTiger fields. The other module will only UPDATE a single value, needs to match a unique field and update another based on the column name of the excel. The final module

    $181 (Avg Bid)
    $181 Avg Bid
    12 bids

    Hi all, I need Odoo - OpenERP Ver 7 i...OpenERP ver 7.0 Step 2: Install Sales, CRM, Warehouse, Purchase modules, 1 custom modul Step 2: Install & config Aeroo report --> For printing report to excel & word files. Step 4: Make a documentation: step by step guide of step 1, step 2 & step 3 I'll give you 1 custom module for testin...

    $147 (Avg Bid)
    $147 Avg Bid
    13 bids

    We are looking to get our Vtiger CRM Custom Modules ETL'ed into a data Warehouse and have reports written for them. We have a custom module in Vtiger CRM 5.4 that we need to ETL into a Data Wharehouse we have running on a Pentaho Instance. I have the report that needs to be written done in excel based on the Vtiger Database Fields as a diagram of all

    $5566 (Avg Bid)
    $5566 Avg Bid
    18 bids

    ...interviewing and working with customers, we discovered that many firms waste time creating and delivering project status reports to their clients. Often, law firms have created custom reporting solutions in-house that cannot be upgraded and/or that are prone to system failure. OUR SOLUTION Allow firm clients to generate status reports as needed and automate

    $2753 (Avg Bid)
    $2753 Avg Bid
    50 bids

    ...expertise The ideal candidate has media and online advertising experience. You are familiar with placement and targeting. You like, no – you love data. Working within Excel comes naturally and you enjoy being in the details. We want people who strive to make positive impacts and challenge those to do more with the great products and resources

    $22 / hr (Avg Bid)
    $22 / hr Avg Bid
    11 bids

    We currently use a custom CRM to manage all aspects of the business. From the minute a phone call comes in to assigning the lead to a sales rep to job completion. The CRM is written in ASP.net using Microsoft SQL server for the database engine. We have a list of changes to the current system some examples are • System does not post to the estimate

    $1343 (Avg Bid)
    $1343 Avg Bid
    30 bids

    We currently use a custom CRM to manage all aspects of the business. From the minute a phone call comes in to assigning the lead to a sales rep to job completion. The CRM is written in ASP.net using Microsoft SQL server for the database engine. We have a list of changes to the current system some examples are • System does not post to the estimate

    $1280 (Avg Bid)
    $1280 Avg Bid
    11 bids

    We currently use a custom CRM to manage all aspects of the business. From the minute a phone call comes in to assigning the lead to a sales rep to job completion. The CRM is written in ASP.net using Microsoft SQL server for the database engine. We have a list of changes to the current system some examples are • System does not post to the estimate

    $1335 (Avg Bid)
    $1335 Avg Bid
    30 bids

    I'm looking for a SalesForce CRM expert who can set up my platform to have the following features: - Admin access for 1 users - Sales access for same user - AppExchange app setup to include - Email intregration (netregistry webmail), Price book/Quoting tool, Iphone app for call logging - Custom report to easily log sales visits against client

    $526 (Avg Bid)
    $526 Avg Bid
    4 bids

    I have a Sharepoint site that uses Excel Web Access and PowerPivot for Sharepoint to generate reports. I need some customization to the site to create more of a "clean" Business Intelligence site. The following URL is an example of how I would like to modify the site to look: [login to view URL]

    $324 (Avg Bid)
    $324 Avg Bid
    15 bids

    A simple crm for a team of 5 or 6 people to use for outbound telemarketting. NO inbound. The program will be geared towards telemarketing and being able to call 200 people per day per person + record some text notes per call + change a "status" field. requirements: asterisk api tie in (on local lan) php front end mysql backend should

    $2 - $30 / hr
    $2 - $30 / hr
    0 bids

    ...LLC is a real estate company that specializes in property management in Massachusetts. RCG is requesting proposals to advise in the improvement or replacement of an in-house custom-built property management system, EMS. The project entails a thorough review of the Company’s business processes, systems, and objectives, after which the consultant is

    $8949 (Avg Bid)
    $8949 Avg Bid
    24 bids

    We are in need of a custom report to pull data from our CRM/Service Management tool. * The CRM tool utilizes MS SQL for the back end database. The CRM is ConnectWise. You can read more about it at [][1][[login to view URL]][2] * The data tables change from time to time, with vendor updates, and the vendor provides numerous SQL views for the purpose

    $167 (Avg Bid)
    $167 Avg Bid
    2 bids

    *******This is a reposted project after previous coder disappeared****** We need an Access or Excel template that can be used for a small firm of financial adviser to record basic details of client assets and liabilities and add intermitent valuations with different dates from this they will need to be able to produce several graphs and reports

    $146 (Avg Bid)
    $146 Avg Bid
    15 bids

    **Objective:** To develop a custom web-based Business Intelligence Reporting application that can report across legacy Access 2000 and SQL 2000 CRM databases for the financial department. Knowledge of the group insurance industry would be very beneficial, but not necessary. **Timeline:** Project must be completed within 60 days of project

    $835 (Avg Bid)
    $835 Avg Bid
    3 bids

    We need an Access or Excel template that can be used for a small firm of financial adviser to record basic details of client assets and liabilities and add intermitent valuations with different dates from this they will need to be able to produce several graphs and reports without having to continually re-key the data. The client who we deal with

    $714 (Avg Bid)
    $714 Avg Bid
    13 bids

    I have a custom CRM system and need to present some of my data to my customers via a simple (and secure) Internet portal. The application is based on a manual Excel sheet I prepare. Besides building the actual application, I also need your help in hardening the Windows 2003 Server and setting it up through my pfSense firewall. I will provide you with

    $208 (Avg Bid)
    $208 Avg Bid
    12 bids

    ...information as an Excel or Word document. 5) Database can also email the full report/details to CLIENT once the questionnaire is completed(will need to ensure that the email is encrypted, since it contains sensitive data). 6) Database will need to be able to communicate with CRM (by Infusionsoft's API). I will need a custom script that will pull

    $600 (Avg Bid)
    $600 Avg Bid
    9 bids

    We need a custom report written for Microsoft CRM 4.0 Professional so that we can generate our customer quotations from within the CRM 4.0 software. I have an excel spreadsheet that I would like the quote to look like. Please only respond if you are a developer that is familiar with CRM 4.0 reports.

    $181 (Avg Bid)
    $181 Avg Bid
    4 bids

    ...(sales) o Promotional CRM - Database with contacts on-line - Mail outs - Reporting on ordering and packages that might suit their interest. See Amazon - Linking to Quickbooks (Monthly reporting) which is located on a dedicated computer in the office with broadband connection. Outputs from Quickbooks can be done in Excel. Quickbooks uses several

    $4182 (Avg Bid)
    $4182 Avg Bid
    34 bids

    We are looking for a basic accounting package with a CRM module. The accounting package needs to have quickbook like features but no payroll is needed at this time. Accounting Features 1) A/R 2) A/P 3) Inventory 4) Invoicing 5) Checkbook Register - Bank Rec's CRM - Act Compatible Database: Access/Vis Foxpro/Mysql Must be

    PHP
    $5147 (Avg Bid)
    $5147 Avg Bid
    70 bids

    ...Salesforce, ale pozdeji bude schopna pridat i ruzne dalsi systemy - software na elektronicke podpisy, ostatni CRM atd.) - uvitam navrhy reseni jak toto provest Jak by to melo fungovat (hlavni funkce): - Vytvorim a nahraji sablony (word, excel, powerpoint nebo text dokument) do te appky na Salesforce. Tento template ma takzvane merge policka. Tj. kod

    $2725 (Avg Bid)
    $2725 Avg Bid
    4 bids