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...development expert to create a sophisticated WhatsApp bot. This bot will encompass key functionalities including automated responses, user data collection, and the facilitation of products or services sales. Key bot functionalities will include: - Responding to Frequently Asked Questions (FAQs). - Sending appointment reminders. - Advising on account statuses and dues paid. - Send chat to a operator - Receive info from Sugar Comunity Edition and Sap B1 and send to the customer The perfect candidate for this project will have: - Proven experience in chatbot development. - Deep understanding of WhatsApp API. - Experience with user data collection techniques. - An eye for detail and problem-solving skills. - Excellent communication skills. Plea...

...strong understanding of software architecture and design patterns. - CAD Software Development: Prior experience in developing CAD software, particularly with a focus on 3D modeling, will be highly beneficial. - Windows OS: A good understanding of Windows OS and its specific requirements for software development. - File Format Handling: Experience in handling DWG files and developing import/export functionalities for CAD software. If you have relevant experience and skills in C++ development, particularly in CAD software, and can commit to creating a high-quality, Windows-compatible CAD software, I'm keen to hear from you. Extra info: I am looking at a long term contract of 1 year, renewable each year. I will conduct a written test before making offer,...

I am seeking an experienced Dynamics CRM 365 developer with Virtual Entity expirence. I have got few virtual entity tables link to Azure SQL database. One table has got 1:M relationship with another. In my form, I am trying to populate custom view in lookup field of this virtual entity lookup. I tried it in two different ways but it doesn't work. Method 1: I created fetchXML and link two tables, I get the result but issue is records don't filter in query. I tried this method with advance find as well, and again records don't filter according to criteria for virtual entity. in Advance find, if I try to select the columns from second table then I get error. Methos 2: I tried to create Fetch XML query and use addCustomView method. This method works if filter criter...

...equipo de marketing para implementar estrategias efectivas de generación de leads y aumentar la visibilidad de la marca. Requisitos: -Habilidades excepcionales de comunicación verbal y escrita. -Capacidad para trabajar de forma autónoma y gestionar eficazmente tu tiempo. -Orientación a resultados y capacidad para alcanzar y superar objetivos de ventas. -Conocimientos básicos de herramientas de CRM y otras tecnologías de ventas. Beneficios: -Oportunidad de trabajar de forma remota, ofreciendo flexibilidad y autonomía. -Comisiones atractivas y bonos por cumplimiento de objetivos. -Entorno de trabajo colaborativo y dinámico. -Posibilidad de crecimiento profesional dentro de la empresa. Si estás buscando una emociona...

...accounting to import customers orders and convert to invoices. We also link / interface to Ideal skills for this project would include: - Proficiency in Opencart system development - Strong UI/UX design capabilities, especially in mobile responsiveness - Experience in developing and implementing referral programs in e-commerce systems - A good understanding of security features to ensure customers' data is protected - Excellent communication skills to understand and deliver on the specific requirements Please note that I'm open to any suggestions or proposals that you may have to enhance this project further. I look forward to seeing how your skills and expertise can bring these ideas to life. I have prepared a document I can send with work we require, as this is...

...friend's list and a CRM file. Important Aspects: - The script needs to efficiently extract the full profile details of LinkedIn connections, including their names, job titles, locations, and industries. The data about any mutual connections between my friends and my existing client database is distinctly relevant. - I also need the parser to generate records of connections between my LinkedIn friends and contacts in my CRM. - I would require the output to be well-organized and easy to navigate. It should be exportable and storable both as a CSV file and an Excel spreadsheet. Ideal Skills and Experience: - Proficiency in Python for web scraping and data handling - Experience in working with LinkedIn's data structure and APIs - Demonstrated ...

Avem nevoie de un sistem foarte bine integrat de tip CRM ce trebuie sa contina urmatoarele: Introducere clienti Oferte - acestea sa se trimita automat prin mail si sms (integrare prin API sms la providerul nostru), acceptarea acesteia online Proforme si facturare - la fel trimsie prin sms si mail, plata online prin netopia (api detinut) Contracte - pe acelasi mod, se genereaza contractul in baza unui template apoi se trimite prin sms si mail, pe sms contine un link de la serverul nostru si il poate semna electronic Procese verbale Portal clienti - acces pentru clienti sa poata vedea programari, contractele semnate, facturi, adaugare de tiket, etc Ca exemplu este crm de la mefi OBLIGATORIU DIN ROMANIA, SE LUCREAZA DOAR CU ROMANI

As the project owner, I urgently require a skilled developer to help integrate my WhatsApp system with a cloud. The integration needs to serve both outbound and inbound functions, and it should be compatible with web platforms. The ideal developer will bring t...integration needs to serve both outbound and inbound functions, and it should be compatible with web platforms. The ideal developer will bring the following skills and experience to this project: - Familiarity and experience with WhatsApp and cloud integration - Strong knowledge in web-based platforms - Past experience in implementing the following functionalities: auto-responding to messages and CRM integration. This project is urgent, thus a quick turnaround time and reliability are key attributes I am looking for in a f...

I'm in need of a Zoho CRM expert to help me get started and make the most of this platform. I'm a beginner user and I have some specific goals in mind. Key Responsibilities: - Providing initial Zoho CRM training and guidance for a beginner. - Assisting with setting up and customizing the platform to align with my business needs. - Guiding and teaching me how to improve my sales process using the CRM. - Helping automate certain key business workflows through Zoho CRM. - Coaching on how to effectively manage customer relationships through the platform. The ideal candidate for this project would: - Have extensive experience using Zoho CRM. - Be an excellent and patient teacher, capable of explaining complex concepts in an easily understandable ma...

I'm in urgent need of skilled professionals with experience in MySQL and Digital Ocean recovery console. My MySQL server is locked and I require as...MySQL and Digital Ocean recovery console. My MySQL server is locked and I require assistance in exporting a SQL file. The exact cause of the server lock is not currently known but it might be due to server resource overload or a potential security breach. Required Skills: - MySQL - Knowledge of Digital Ocean's recovery console - Server management The main objective of the task is: - Successfully export the locked SQL file for further analysis and resolution - Provide insights on the potential cause of the server lock for future prevention. Experience in server management, specifically in handling locked servers, will be a...

I am seeking a skilled database developer to convert my .frm and .idb files into a SQL file. The original files are in MySQL format. Key tasks will include: - Conversion of .frm and .idb files to SQL format. - Exporting these converted files to mysql server. I did not s...include: - Conversion of .frm and .idb files to SQL format. - Exporting these converted files to mysql server. I did not specify any special properties or features of the .frm and .idb files that need to be preserved, but will appreciate a careful and diligent conversion to ensure no data loss. The ideal candidate for this job would have: - Extensive experience with MySQL 5.7. - Proficiency in SQL file conversion. - Strong knowledge of database export practices. - Keen attention to detail to ensur...

Are you a skilled freelancer with a knack for finding the right users for innovative software solutions? We want you on our team! We're on the hunt for a talented freelancer to help us find 100 beta testers for our revolutionary all-in-one business management software, UnitaskerPro. With features spanning project management, CRM, HRM, payroll, recruitment, asset management, purchase management, and finance management, UnitaskerPro is set to transform the way businesses operate. To check, please visit our website at As a freelancer, your responsibilities will include: 1. Identifying potential beta testers within our target market. 2. Reaching out to businesses and individuals who could benefit from UnitaskerPro's comprehensive suite of tools. 3. Generating interest

...using it for Acai Bowl and Granola Bowls. Final Bag size 125 mm wide x 370mm height with a 50mm Gusset As you will see from the bag image below even though it folds the top into a gussett design the bag comes out somwhat rounded at the bottom and has no clearly designed corners for the bag sides. The Product,:- "Roasted Almond Crunch" is Australia's Best selling Acai Bowl Granola. A Crunchy Low Sugar Vegan toasted Granola sold in many Australian cafes and take away eateries. Many of which both serve it and sell it retail to their customers to take home as they love our crunchy granola. Ideal Candidate: - Experience in product packaging design, especially for food products and health markets - Proficiency in converting designs to rewind film bag artwork for pr...

Bonjour, Je recherche un professionnel pour faire la configuration du crm en créant un lien entre le formulaire d inscription de mon site au crm afin que je puisse recevoir toutes les informations dans le crm Merci

...me to work with the data in Excel. - Error Detection: It's important to me that the tool can automatically detect and correct errors in the text. Nevertheless, I also want to have the ability to manually review and correct the text to ensure its accuracy. - Language: In this case, the tool only needs to handle English language texts. You don't need to worry about incorporating multi-language support. Ideal Skills and Experience: - Proficiency in PDF extraction and conversion tools - Strong knowledge of Excel and text formatting - Experience in developing error detection and correction features - Attention to detail for accurate text conversion - Fluent in the English language for error-free translation. Attached PDF file. Note: It’s NOT a one-time PDF to Excel...

I currently have several completed projects ready for deployment, so I need to build websites for the products. I have prototype designs, and I just need to beautify them according to my prototype designs, and then export them to hand over to the frontend development team Requirements: - Preferably based in Bangkok, Thailand. - Proficiency in both Chinese is required

...This project requires high technical competence in web design, social media management, automation, and CRM integration. Success in this role could lead to an ongoing relationship, contingent upon your performance and compatibility with our project goals. We also need the candidate to be able to Create a Logo and Branding for the company that will fit our concept. We are looking for someone creative and a true visionary. Must be fluent in conversational English. **Key Website Features:** - **Credit Repair Cloud Integration**: The website must integrate seamlessly with Credit Repair Cloud, using Zapier for automation. - **CRM Integration**: Ability to synchronize with our current CRM system, Active Campaign, though I am open to recommendations for alterna...

We are import export company from Pakistan. We need buyers worldwide for our export products. We are hiring freelancers to find buyers for us and research the market in their areas.

As a Vietnamese business owner, I'm searching for a skilled team or company experienced in CRM development. The CRM needs to include: - Customer Management: Efficient tracking and managing of customer information and interactions. - Sales and Lead Tracking: A system to follow and nurture vital sales leads. - Reporting and Analytics: Particular attention on Sales reports and Customer performance reports is required. These should provide in-depth insights into our company's operations and customer relations. - HRM: An integrated Human Resources module for simplified internal management. - Financial and Accounting: Seamless recording and tracking of all financial transactions and accounting essentials. - Utilities: These may vary so the system should be built with sca...

I'm looking for an entry-level Odoo developer to help me implement my B2B sales and marketing strategy. Key Components: - Essential CRM integration: The chosen freelancer should be well-versed in how to seamlessly integrate our CRM system within Odoo, ensuring that all our sales and marketing data is centralized in one location. - Email Marketing Automation: Automation is at the heart of modern marketing tactics. I am looking for a developer who has the necessary skills to set up effective email marketing automation within the Odoo platform. - Lead Tracking and Management: A proficient understanding of lead tracking and management is necessary for this project. The freelancer should be able to implement a system that can keep track of leads, their interactions...

...realizar las siguientes actividades: - Llamadas a clientes potenciales. (Asignamos telefonia IP). - Atención a prospectos calificados. - Realizar BRIF de Eventos. - Presentación de Propuestas Comerciales. - Atención y seguimiento de Propuestas. - Conseguir cita de Venta. OFRECEMOS: - Salario Base Mensual: $200 USD - COMISIONES por resultados. Trabajar desde Casa. - Acceso a plataformas como: CRM, Telefonía IP, WhatsApp, entre otras. INDISPENSABLE: - Sexo Femenino. - Facilidad de Palabra. - Habilidades de Ventas. - Conocimientos en Mercadotecnia, Publicidad, Comunicación, Relaciones Publicas, Ventas o Afín. - Equipo de computo con camara en buenas condiciones. - Disponibilidad de Horario: Lunes a Viernes de 9:00 a 2:00 pm y de 4:00 a 7...

I have a task that involves extracting business logos from websites and resizing each one individually. The logos need to be exported as PNG files. Key Requirements: - Extract 10 business logos from different websites - Resize each logo - Rename image - Export each logo as separate PNG I only need the exported logos, each renamed, resized, and exported individually. There is no need for a combined file. Detailed instructions: - Where possible, only use the logomark - Rename the image to match the name of the firm - Export the logo as a png to 240x240 px - Keep default background white, unless logo requires a different color background - Logos don't need additional space around them; they can fill the container edge to edge as there will be padding built into the area ...

Hey I’m looking for someone to tutor me on C4D. I have models which I’m able to texture and also have animations in fbx format. I’m looking for tutoring on how to apply animations to models and then export the final animated scene to mov with alpha channel so I can then import into my Prem Pro projects. I'm an intermediate user of Cinema 4D and looking to enhance my skills in the area of Animation and Dynamics. I'm seeking a tutor to help me dive deeper into these aspects of the tool in a method that's focused on troubleshooting and problem-solving. Key requirements: - Intermediate to advanced level understanding of Cinema 4D, with a strong emphasis on animation and dynamics. - Prior experience in tutoring or teaching, preferably in a troublesho...

I need a dedicated expert to complete an order management application using Zoho Creator. The App is 75% completed by a former freelancer who has gone MIA. The application manages Mobile SIM Card ordering and ongoing support. The system is integrated with Zoho WorkDrive, Zoho CRM and Zoho Desk presently, however the Zoho Desk integration for the submission and updating of support requests seems to have some errors. The application is integrated to our soft switch to provide a testing function which I will go into more detail about with the successful freelancer. This has currently been tested through API integration to Enswitch, however needs finishing. We need further integration to our carrier/s through API for ordering, updating and cancelling of services. I have attached...

I currently use Notion as my CRM platform and I'm looking for a skilled developer who can integrate Twilio or OpenPhone into my Notion account. This integration will enable me to make calls, send SMS, and receive calls and SMS notifications directly from within Notion. Dummy data for my CRM can be found Below for your use in Development. Feel free to suggest improvements. Dummy Data: Key Functionalities: - Making calls: The integration should allow me to make calls directly from within Notion, eliminating the need for a separate phone application. - Sending SMS: In addition to calls, I need to be able to send SMS to my contacts directly from Notion. - Receiving calls and SMS

...implementation and customization of several key applications. - Primarily, I need assistance with Zoho CRM. The focus here will be on sales automation to enhance our overall sales process. - Additionally, I require support with Zoho Books. I aim to make the most of the financial management capabilities this application offers to streamline our business finances. - Lastly, I'd like to maximize the use of Zoho Analytics to help us gain better insights and make data-driven decisions. The ideal candidate for this project should have: - Proven experience in implementing and customizing Zoho One CRM, Zoho Books, and Zoho Analytics. - A strong understanding of sales automation, financial management, and data analysis. - The ability to recommend and implem...

I am looking for someone with proven experience in setting up and managing Apollo campaigns and integrating it with HubSpot. and creating Hubspot sequence Key Project Goals: - Drive Sales: The primary objective of th...integration of Apollo with HubSpot is crucial for our tracking and lead management. Ideal Skills & Experience: - Extensive experience with Apollo campaign management. - Proven track record of driving sales through campaign activity. - Prior experience in the recruitment industry is a big plus. - Ability to understand and tailor campaigns to specific audiences. - Proficiency in HubSpot or similar CRM and experience in its integration with Apollo. I'm looking for a focused and results-driven professional who can hit the ground running and help us achieve...

I'm seeking a software developer with expertise in HTML, AI, and email platform integration. The project involves creating an online software that includes: - Drag-and-drop HTML editor - User-friendly interface - Ability to export emails to any sending platform - Customizable templates, Pre-designed blocks, and image hosting capabilities Necessary Skills: - Advanced comprehension of HTML and AI - Experience with software development and UI design - Proficiency in various email platforms (Mailchimp, Constant Contact, gmail, hubspot, outlook) The final product should seamlessly integrate with the aforementioned email sending platforms. Moreover, the email builder should allow for logo integration, custom color schemes, and font customization. Your commitment to creating a pol...

...Pensador estratégico con capacidad para analizar datos, identificar tendencias e implementar estrategias de crecimiento para campañas de marketing digital. 5) Excelentes habilidades de comunicación, con competencia en la creación de contenido atractivo que se alinea con la misión de nuestra clínica y la filosofía de atención al paciente. 6) Experiencia en la gestión y configuración de sistemas CRM (Activo) 7) Comprensión de KPIs y sistemas ágiles mediante pruebas AB. Compromiso: Estamos buscando un socio a largo plazo dispuesto a dedicar al menos 25 horas a la semana para elevar la huella digital de nuestra clínica. Este puesto es ideal para un especialista en marketing digital que bu...

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We are in need of a skilled developer who has experience with both react js or angular as well as Flutter. The ideal candidate will be able to handle specific tasks for the project as well as provide ongoing support. The timeline for this project is less than a month. Skills and E...as well as provide ongoing support. The timeline for this project is less than a month. Skills and Experience: - Strong proficiency in React.js and - Experience with Flutter - Ability to handle specific tasks and provide ongoing support - Time management skills to meet the project deadline 1 great knowledge react js or angular and flutter 2 experience minimum 3 year 3 done any Erp and crm software 4 we can pay per hour 3 or 5 usd in a month200 to400 hours in a month 5 good knowledge Api integrat...

...need an expert who can manage the export process, as it's a complex area I'm unfamiliar with. This project includes comprehending the nuances of international logistics, dealing with customs and regulations in both countries, and ensuring the right packaging and labeling requirements for export. Key requirements and tasks will include: - Understanding and managing international logistics. - Navigating through customs and trade regulations in the USA and France. - Finding the optimal courier company for shipping in different quantities. - Ensuring packaging and labelling fulfil FDA regulations. - Including necessary nutritional information on labels. - Creating a workflow process for our operations to follow on. Your expertise in the field of food export...

I am in urgent need of skilled developers to create a web-based CRM system. The details of the industry this CRM will serve will be shared in further discussions. Ideal Skills and Experience: • Proven CRM development experience • Good command of web-based applications • Ability to deliver in a short timeline Timelines: Immediate start with a goal for as quick a completion as possible.

Hola, Buscamos a una persona que se una a nuestro equipo de Ventas para trabajar remoto realizando ventas en Centroamérica. Las funciones serían: Prospectar, buscar nuevos clientes y cerrar ventas Coordinar demostraciones con clientes Realizar cotizaciones de acuerdo a las necesidades del cliente Si un cliente acepta la venta coordinar siguientes pasos con el equipo Utilizar la herramienta CRM Trabajar en equipo con los departamentos involucrados Realizar reportes de ventas Cumplir con las metas de ventas asignadas. Requisitos: Estudiante o Graduado de la Universidad en carreras Afines Experiencia en ventas B2B preferiblemente productos digitales Pasión por las ventas Laptop con cámara, celular y buena conexión a internet Se paga salario base ...

BILINGUAL WORDPRESS SITE that includes a basic CRM to manage content (in the form of products or services) and users. Once authorized users log in, they will be able to view specific info not shown publicly on the website. Web users must log in to view specific content. Admin should be able to assign what content may each user view. You must copy content that is available on a specific website I will provide you to this new WordPress site and adapt it to the image provided on the project I will send you before I select a freelancer. Website fully optimized for Mobile and Table View. URLs must follow a specific structure (view on slide 4 of the project). Once the project is completed, uploaded to my server and fully working the project will be paid in full. To secure your payme...

Looking for someone that can create a web-based 3D modelling tool (or use an existing one) which allows my customers to create 3D models of Veranda's based on input of width, height and depth. Sample of a Veranda included in attachments. Requirements: - Webbased tool (might be PHP and Database for example) on my own hosting - Ad...and depth. Sample of a Veranda included in attachments. Requirements: - Webbased tool (might be PHP and Database for example) on my own hosting - Admin and User panel seperate - User should be able to define a Width, Height and Depth which will generate a 3D model of the veranda - Additional options like with/without glasses on the sides, color option (RGB), sample backgrounds to choose from. - Export 3D model as PNG or PDF option - Deployable on Do...

Hola, Me gustaria una app tipo identificador de llamadas, tengo una base de datos con los datos de mis clientes, quiero que cuando me llamen la app busque en la base de datos y me muestre en el movil los datos del cliente, tambien la app en ese momento de la llamada entrante debe enviar un notificación a una CRM (de esto otro programador puede hacerse cargo).

As the client, I'm seeking a professional with skills and experience in Microsoft's .NET framework who can include a CSV export feature in a software report. Ideally, the freelancer should understand how to structure data in a clear and organized manner. - Specifically, you will: - Add an option that allows the software report to be exported to CSV. - Ensure the data export is neatly structured and organized by entries. This role requires excellent knowledge of .NET, C#, and strong data organization skills. A background in creating business reports will also be beneficial. Enthusiasm for accuracy and attention to detail is a must-have.

We are seeking a talented and experienced developer to create a comprehensive Customer Relationship Management (CRM) system tailored for our e-commerce business that specializes in photocopier toner inks. The system will consist of both a mobile app and a web application. The primary goal is to enhance our ability to track and analyze sales data effectively and efficiently on multiple time scales (daily, monthly, yearly). Key Features Required: Sales Tracking: Ability to log and review sales data segmented by day, month, and year. Product Specific Fields: Custom fields to input specific data for each product, including machine make and model. Customer Purchase History: Detailed records of each customer's purchase history. Reminders: Automated reminders fo...

...version 13 to the latest version - Customize the ERP to include: - A proper accounting system - Human resources management - Custom report generation - Inventory management - CRM integration - Implement Odoo e-commerce to replace my existing WooCommerce. The e-commerce should: - Offer the same functionality as Woo Commerce - Have inventory management based on the warehouse location Ideal Skills: - Proven experience with Odoo ERP migration - Deep knowledge of Odoo customization - Skilled in building and customizing Odoo e-commerce platforms - Expertise in inventory management and CRM integration - Strong background in accounting systems and human resources management Prior experience in similar projects and good communication skills are highly ...

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...implementation of Odoo for my small business. The ideal candidate will have expertise across multiple Odoo modules and a proven track record in implementing and optimizing Odoo for small businesses. Key Responsibilities: - Integrate and optimize Odoo across Sales and CRM, Inventory and Warehouse Management, Accounting and Finance, and Human Resource modules - Ensure the Odoo system is user-friendly and efficient for a small team of 1-10 users Ideal Skills and Experience: - Strong understanding of Odoo modules, particularly in Sales and CRM, Inventory and Warehouse Management, Accounting and Finance, and Human Resource - Proven experience in Odoo implementation and optimization for small businesses - Ability to deliver a system that is user-friendly and efficient for a s...

As a growing business, I'm looking for someone who can help me develop a CRM using ERPNext or any other better software. The project should be tailored to meet the needs of a small sales team, numbering between 1 to 10 users. It includes manufacturing , POS, Payrol, Purchases and Sales etc. A brief about our company. 1. We buy Yarn. 2. We use the yarn to manufacture Fabric. 3. Then the fabrics come to stores. 4. From stores they go to multiple small garments. 5. From the Garments they come back to stores. 6. At stores, we check QC, Ironing, Packing, labeling, etc. 7. From stores they come to Retail shops. 8. From the shop we sell to customers. 9. POS system needed chich includes Discounts and Loyalty point for customers. 10. The POS should be able to input customer details ...

Knowledge of technology required -> Frontend: ReactJS or Vue.js or AngularJS Backend Language: PHP Framework: Laravel Database Modeling: MongoDB, PostgreSQL, MySQL We want to create a CRM app with MERN/MEAN stack or Laravel and JS.

I'm currently in need of 2 mid-level sales representatives ...need of 2 mid-level sales representatives to aid in the sale of advertising space for my online newspaper. This is a Commission only job but it could prove quite lucrative for the right candidate. Key Responsibilities: - Approach leads with provided information about our platform, and services. - Maintain and grow existing client relationships. - Close sales and achieve quarterly targets. - Update CRM with customer interactions and transactions. The ideal candidates for this project would have: - Proven experience in sales - Understanding of the advertising industry is a plus - Ability to work independently and collaboratively - Excellent negotiation and communication skills - Strong organizational and time-manag...

I'm in need of an experienced HubSpot expert to help me with the following tasks: - HubSpot CRM Implementation: I am looking for support in setting up the HubSpot CRM system. This includes configuring the CRM to match our specific business needs and ensuring seamless integration with our existing systems. - Marketing Automation Setup: It's important for us to optimize our marketing efforts by setting up effective automation within HubSpot. The ideal candidate should have a strong understanding of marketing automation best practices and be capable of implementing them within our HubSpot account. - Landing Page Development: We're looking to streamline our lead generation process by creating attractive and high-converting landing pages in HubSpot. The fr...

... Stiamo cercando Venditori da Remoto da inserire nella nostra rete vendita. PRINCIPALI ATTIVITÀ: Gestione dei Lead inbound e/o outbound Raggiungimento dei target assegnati e monitoraggio dei KPI Uso del CRM aziendale Gestione degli Appuntamenti secondo la tua agenda personale Gestione della trattativa commerciale in forma telematica Partecipazione alle one to many settimanali del reparto Aggiornamenti continui sui nostri prodotti e Formazione CHI CERCHIAMO? Esperienza minima di 2 anni in processi di vendita inbound e outbound Disponibilità Full Time Abilità nell'uso di strumenti CRM e competenza nell'utilizzo di fogli di calcolo Excel Curiosità e propensione all'apprendimento continuo e all'aggiornamento professionale Ot...

I am currently in need of a Zoho specialist who can help in customizing reports and dashboards of my CRM software. To be successful with this project, you should: * Possess in-depth knowledge of Zoho CRM * Have a track record in creating and customizing dashboards * Be skilled in data visualization and reporting Your main task will be to enhance the current system, adjusting and customizing our CRM reports and dashboards to improve efficiency and the decision-making process. Expertise in Zoho CRM is vital to ensure seamless workflow. Preference will be given to those who have completed similar projects before.

Hi, I need to Connect each user to their microsoft outlook account. The goal is to be able to create tasks on Perfex and also show them on their Outlook calendar. For each user (about 10 at the moment) they will need to be able to link their account in my current Perfex CRM installation. In the CRM the user need to set up his account through a step by step procedure. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. I'm looking for a developer who can create a module where I can plug & play to my Perfex Installation.

Hi, I need within the sales sections (proposals, quotes, invoices), in Tasks and Customers create a data filtering interface, similar to what has already been done for Leads (see ). This interface is generated by a module I've purchased in my current Perfex CRM installation, I need a developer who can replicate it in the sales sections. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. The data I need to be able to filter for these sections respectively are as follows: a. Proposal - Date (range field) Valid up to (range field) Network Qtà vetture totale (range field) Agente di vendita Status b. Estimate - Date (range field) Expiry Date (range field) Network Qt&agra...