CRM Jobs

Create 2 workflows in suite CRM as per attached specifications

Hello When i i'm trying to add targets, leads or contact to a target lis, i can only add one at a time. I need to add multiselect function to the subpanels popup of Targets, leads, and contacts. Please check the screenshots attached for more info about my request. thanks

We are in the process of switching from Salesforce to a new CRM system, which will be designed more for our business model. But we need someone who can make sure that all accounts, contacts and logs, contracts are included.

to configure the perfex crm? such email, appointly, calendar zoom meeting and call and sms?

Our small company would like to set up a simple CRM by end of Feb. 2022 that our sales team can use to manage & track leads. We've explored options and prefer , but you can suggest alternatives. However, the automations and integrations are proving too complex for us to set this up in-house. We would need you to work with our company founder to walk him through 's CRM and help set it up for us. The system would need to do a few simple things: - Pull leads from Mailchimp (using Zapier, presumably) and keep them updated based on behaviour. - Pull customers from Shopify (Zapier again) and keep them updated. - Allow our sales team to rank and prioritize leads by un/qualified, location, interests (tags), etc. etc. - As a bonus, we would be able to collect leads from other sources...

Regarding this project, we need a technical professional who is capable in setting up new invoice template in Salesforce (elements needed will be provided), this may require both English and Spanish in the template. Then the most important part of this project is API integration, which is to link our salesforce account to a company in Spain, this may require your IT skills on this task, integrate our data to build a unified view of the customer.

Pharma Distribution CRM and MIS Contact Vaibhav Mittal 9415009552

Hello, I m Sintia From HashMicro, Jakarta I'm Looking for odoo developers Let me know if you are interested. Thank you.

We need to setup our ZOHO software i.e integration with various platforms, ZOHO Books setup etc.

We need someone who is well experienced in SIEBEL CRM. 1000 Rupees per hour

We require a freelancer who is able to provide support on Mailchimp and Salesforce database cleanup. He/she is required to present their expertise through share screening during the interview. Please send us your resume via the chat function to be considered.

Hello , I am looking to create a sales KPI dashboard . I have multiple data sets from my sales reps including - Excel format of all completed sales and the customers themselves - Excel of all check ins made by the sales reps in our CRM - Sales pipeline data of whats coming down the pipeline to be sold - Sales performance by rep with initals in quickbooks on the sale to define who gets credit for the sale - Sales by region ( michigan is broken into 8 different regions .) i will send over all related documents when i find the right fit

Understands CDPs, CRMs, digital platforms, marketing automation platforms. Needs to know how to understand the best way to set up a martech stack and all the key vendors. Depending on person, I may ask for help on a large project

I want to generate sales leads for bookkeeping, accounting, financing and taxation services in the UK. How we can do that and anyone with experience in a similar task, please apply.

we are looking for Odoo ERP system model for freight forwarder companies including the following : pls only if you have ready model contact me . Accounting HR Warehouse CRM Marketing ( is most important for us so we need to know more about all marketing (social media, campaign and all Chanel , sales and follow up feature …..etc. ) Documentation Dashboard Notification Integration with shipping line and Air line Freight forwarder models (sea freight ,Air freight ,land freight and clearance ) if you have and more Waiting your kindly reply .

Hi, The candidate should have 4+ years of exp. Hands-on experience on Salesforce CPQ (2+ years ) Get in touch with me on call/ what's app: +91 (Removed by Freelancer.com admin) Salary: 1.4 lac/month Duration : 12 months Thanks, Akshay

I am in need of someone to assist in the development/customization of two Zoho CRM instances. Skills needed: * Ability to create custom buttons with Deluge to create new entity records (similar to a convert) * Understanding of entity relationships and bridging modules. * Ability to create views, reports and dashboards Please bid hourly and give an example of how long it would take to create a custom button to create a new entity entry with the data from an existing entry. Any questions, please feel free to reach out.

Dear Developer, I am looking for someone who can finish my projects. I get a lot of projects but dont have the time to finish them. I will make the design ready and all field, upload buttons and pages. Your task is to connect all that fields to the database, set the links from a button to page and work with me on that projects. If you read this and you know how to work with start your text with lets bubble....

Custom CRM with Lead management and following functions: 1. send SMS 2, Send email 3. Send Wapp 4. call record with SIP calls

We are looking for devoloper in order to create an ERP for our online store. The ERP should include the following functions: - MANAGE ORDERS - MANAGE REFUND, RETURNS - MANAGE PURCHASES - MANAGE TRACKING - MANAGE ACCOUNTING - EVALUATING PROVIDERS - EVALUATING PRODUCTS - MANAGE CUSTOMERS - MANAGE HR - MULTIPLE ACCESS - INTEGRATE OTHER MARKETPLACE The information should be updated automatically via webservice through API by the following origins: - Shopify - Aliexpress - Tracking provider It should be also possible to add the information manually. Thanks

We need assistance in setting up Zoho CRM

1. Changes on a formula related to a field and print design more field to cover 2. Delete some existing users (related to active workflow) 3. Change on email alert configuration

We want to use vTiger crm with vicidial and. We are looking for developer who can design and create a new fetching data from vicidial ,optimized and colorful theme for all vTiger pages for us. must be customized for contact center if you have exist demo theme for vtiger crm with vicidial kindly attached with your proposal

Experience required - 5 to 7 years

NO PREVIOUS EXPERIENCE NEEDED. ONLY ENTHUSIASM FOR ELEGANT BRANDS Blanc Page is an online magazine about Fashion and Lifestyle. I am looking for committed people with a positive and welcoming personality who can give brands advice on how to advertise or run campaigns on our magazine. YOUR TASK: 1. arranging meetings by contacting a minimum of 10 suitable brands per day 2. advising them about our marketing service via video chat and in-person REQUIREMENTS: • sharp instinct for suitable brands similar to the given examples attached • clear communication and good at listening in order to close deals BENEFITS • an exciting young startup online environment • an open team that always supports you actively • continuous organised training &bu...

Hi, We are looking for an individual who is well energetic, passionate , self driven and is a Team Player. Individual must be Expert in 'HIGH LEVEL CRM' and has a passing knowledge of Design and Graphics. We are looking for a long term commitment. Pay structure would range from 3 to 5 hours a week with maximum of 20 hours a week initially.

Configure Salesforce for Financial advisory business. Customer Database

I have a client who requires help in configuring their Pipedrive CRM. They also require some training to make the most of it.

I own a business and get tons of leads from facebook messenger from marketplace, facebook ads, tiktok ads, phone calls etc. I have someone that does ALL the selling already. I need someone to sort all the leads into the proper buckets into systems that take appropriate actions. For example. I want to message you and say " i just had a customer and they didnt buy. Move them in the system to the showed but didnt buy bucket" and then it automates (which i will build systems to do on your behalf) the correct text messaging etc to keep in front of the customer and follow up with them appropriately. There is no calling, no selling. You are just a coordinator that organizes sales leads. I want to be able to voice text you info and you do it. Also I want you to be able to...

We desire to change the layout and sequence of qualifying in our online salesforce subscription. It is an enterprise edition. We realize there is a not for profit version we would like to find out about. Fort Myers, Faith-based charity, rescue children,

Hello i need a CRM to manage customers with a task management system either web based or desk top application.. This will need to record customer contact information such as email, telephone, address, etc as well as other information such as the date they first made contact, product they are interested, the company it relates to and other information when the relationship has ended etc, requesting info. It will have a task management system , with predefined tasks for customers to be implemented on set days, i.e sending letters, making calls etc, The system should be able to add additional tasks and should have a diary management system where tasks show. It should also be able to capture data for MI reporting and present it in context when you need it i.e graphs etc, data . If you have ma...

We have exported Salesforce data from an account that belonged to a former 3rd party consultant. We would like to establish our own Salesforce account with this data. Goals would be as follows: - Evaluate the data and assist us in deciding which Salesforce package is required. - Migrate the data into our new Salesforce account.

Greetings, Can you read a script over the phone? Do you have the ability to make a phone call feel like an in-person conversation? Do you settle for nothing less than crushing set goals? If you can answer, “YES” to these questions – This opportunity is for you! is a fast growing Digital Marketing Agency. We help small businesses grow by managing, building and marketing their reputation and social media presence. We are searching for our next Appointment Setter/Cold Calling Specialist to help us, help businesses. As an Appointment Setters will be responsible for supporting our team by qualifying leads, setting appointments and closing business both over the phone and through email. What we expect: • Be RUTHLESS about hitting and exceeding goals – Specific...

We require an experienced CI PERFEX developer to join us to customize Perfex CRM application. - Invoicing and business logic/experience is essential - Clean experienced backend coder required - Webcam essential - Perfex CRM development experience, a bonus To apply include a link to your speed results, anyone that can't show use

We have a requirement for a outputting a Customer Quotation PDF document to be created from data in the Zoho CRM Deal Module, possibly using Zoho Writer. Also for a few Excel reports to be outputted from the same data module. We need someone with sufficient experience with this kind of work, so that this project can be turned around very quickly.

Hello, I have a perfexcrm and i want to create a new functionality that allow the administrators to register the incoming money without invoicing. The idea is to create a set of functionalities that allow the admin to add, modify, delete and display the incoming money without the need to create an invoice. It's the inverse of the Expense module in perfexcrm. Thank you.

We need help setting up Zoho CRM for our sales team. We are a healthcare technology company working in the digital therapeutics space. We need Sales CRM to manage our sales cycle with doctors who are our primary customers.

Hell everyone I want integrating ViciDial with Vtiger opensource crm and using SSO page login agent and supervisor from crm We need these features with integration 1- register admin - agent - supervisor from crm 2- show data of agent , calls gueues and trigger calls from crm 3- support multi tenant to create multi admins each contact center) If you have already done integration with vtiger or any other crm please mentioned in proposal Good luck for all

We need help setting up Zoho CRM for our sales team. We are a healthcare technology company working in the digital therapeutics space. We need Sales CRM to manage our sales cycle with doctors who are our primary customers.

Help me setup zoho recruit need urgent support in sttart using the crm

I have leads coming in from 2 different CRMs. Part A: We are collecting leads using Wordpress Landing Pages and all the leads goes to FollowUpBoss CRM (if lead is new it adds to CRM of it already there it add the tag) here is the example list of values we need to store - first name, last name, phone #, email, source, tags, Date of Birth, City etc. Part B: We added leads to Infusionsoft CRM through import or website forms. What We want to connect these 2 CRM together Part 1: If Lead is added in Followupboss then it should also adds in Infussionsoft without creating a duplicate, with this kind of info (FirstName, LastName, Phone, Email, Source, Tags, Date of Birth, City etc.) Part 2: If lead in already in Infusionsoft then it should update if any field values. (no duplicated data) P...

We need an expert in Sharpspring to set up our different categories, lists, personas and email responder messages. We will also need you to tidy up the existing 3000 contacts within Sharpsrping into the categories and lists that are created or modified.

Zoho CRM is a customer relationship management (CRM) platform that allows businesses of all sizes to manage their sales, marketing, customer support, and inventory from a single system. Zoho CRM brings the best of general-purpose solutions and vertical solutions under one roof.

Especialista en Microsoft Dynamics CRM. Implementador MS dynamics Módulos obligatorios: sales, service otros módulos valorados: fieldservice, MKT, Automatización de Marketing En caso de que el recurso maneje otros módulos incluir detalle en el informe.

necesitamos armar el hubspot para la empresa, los embudos comerciales y conectarlo con una herramietna de mailing

Si richiede abile programmatore per la creazione di un CRM, che si aggiorni tramite delle API. Le categorie da considerare sono: - Acquisti - Ordini - Clienti - Fornitorii - Spedizioni e codici tracking

Hola buenos dias ! mi nombre es Tomas. estoy interesado en generar un CRM para mi pyme, comento un poco lo que necesitaria . Necesito un CRM, en el cual se puedan cargar usuarios, como " operador" " supervisor" "adminstrador" etc, cada uno con sus respectivas funciones y limitaciones. Que tenga una base de datos, en las cuales se almacenen datos de clientes y tambien despues se pueda descargar esa base de datos. Que la base de datos, tenga diferentes clasificaciones que desde un contacto nuevo se lo pueda clasificar por ejemplo " contacto nuevo" " contacto no responde " " contacto no venta" etc .

Desarrollar un crm en access o similar, para mantenimiento de bases de datos entre varios agentes, en red y nube.

A TNB Group possui todo o ecossistema para que uma startup tenha sucesso: TNB Venture Building (que acelera empresas através de vendas e parcerias estratégicas TNB Venture Capital (fundo de investimento próprio que investe tickets de R$500k a R$5MM de reais); TNB Inc. (que ajuda a empresas tradicionais a acelerarem e competirem no mercado atual); Mais informações: A TNB Venture Building, com objetivo de atrair mais negócios para a América Latina e se aproximar de startups fora do Brasil (podendo até investir via Venture Capital depois de trabalhar com elas), lança o programa de Regional Manager as a Service - TNB RMAS. Aceleramos startups de fora do Brasil com o seguinte formato: Apresentação e negociaç...