Zoho crm kbase työt

Konsultointipuolen yrittäjä hakee osa-aikaista assaria 15-20 tunniksi viikossa. Mieluusti työ tehdään kello kymmenen ja kuuden välillä. Tehtävänäsi on liidien generointi, tapaamisten sopiminen (chatissa) ja follow up. Päävastuut: -Identifioi hyvät liidit LinkedInistä jotka osuu meidän kriteereihin. -Laita niille kustomoituja viestejä LinkedInissä, sähköpostia jne. -Pidä meidän CRM ajan tasalla ja laita follow-upit ajallaan. -Träckää myyntiin ja liidien generointiin liittyviä numeroita. Vaadimme hakijoilta: -Sujuva suomenkielen kirjoitus. -Vakaa netti jossa Skype pelaa hyvin. -Detailorientoitunut ihminen joka pystyy keskittymään kyll...

CRM, reseller, finance, etc

...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...

I'm seeking a lead generation expert with experience in the pharmaceutical, chemical, healthcare, API and nutraceutical industries. The primary goal of the project is to generate new business opportunities through phone-based outreach. Key Responsibilities: - Conducting market research to identify potential clients within the spec...Proven experience in B2B lead generation, specifically within the pharmaceutical, chemical, healthcare, API & nutraceutical sectors - Excellent communication and interpersonal skills for phone-based outreach - A proactive and results-driven approach to generating new business opportunities - The ability to work independently and as part of a team to achieve lead generation targets Experience with CRM systems and email marketing tools would be ...

...Business API. The chatbot should have automated responses, user data collection and CRM system integration. I am also open for integrating any Opensource projects or any relevant suggestions Key requirements: - Design and implement a visual flow builder for WhatsApp Business API - Develop the chatbot with Node.js - Implement automated responses and user data collection features - Integrate the chatbot with CRM systems for seamless user data management - Ensure the chatbot is user-friendly and intuitive to use on the WhatsApp platform. Ideal skills: - Proficiency with Node.js and a solid understanding of JavaScript - Experience in building chatbots, specifically for WhatsApp Business API - Prior experience with CRM system integration - Excellent problem-solving ...

I am seeking an experienced Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a spe...

...an expert in Zoho Commerce to build a custom theme for my website. This platform will serve the dual purpose of showcasing and selling my products, so it's important that the design is both visually appealing and user-friendly. Key Aspects: - Custom Theme: I need a unique theme that aligns with my brand identity and appeals to my target audience. - Minimal & Clean Aesthetics: My preference leans towards a minimalistic and clean design. The site should be elegant and easy to navigate. - Large Inventory: I plan to market and sell more than 100 products on this platform, so the design should accommodate a significant number of listings without compromising user experience. Skills & Experience: - Proficiency in Zoho Commerce: It's essential that you have pr...

I have a Google document with incomplete data that needs to be corrected. The data includes missing names, mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work examples are require...

I'm seeking a skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lead generation f...

...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...

As the client, I am search of a seasoned virtual assistant to support me during typical work hours, 9am to 5pm (UTC +1). The ideal candidate will possess the following expertise: CRM MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging impo...

I am in nee...potentially integrating more features as the project progresses. API Integration: - Gift card vendor APIs: It will be essential to integrate various gift card vendor APIs to ensure a wide range of choices are available. - Payment gateway APIs: Payment integration is a core feature. The platform should be able to accept various forms of payment securely. - Customer relationship management (CRM) APIs: Integration with CRM APIs will be necessary to maintain and manage relationships with our clients effectively. It's important that you have experience in developing similar B2B platforms and are proficient in API integration. Your work should be clean, secure, and scalable. If you're confident you can deliver a project of this magnitude, I'd love to...

...individuals for health benefits or similar programs is highly desirable. -Excellent communication skills, both verbal and written, with the ability to engage prospects effectively. -Strong empathy and interpersonal skills to build rapport with prospects and earn their trust. -Self-motivated and results-oriented, with the ability to work independently and meet daily call quotas. -Proficiency in using CRM software or other tools for call tracking and data management. Benefits: -Daily and Weekly Bonuses based on production!!! -Competitive compensation based on performance and call volume. -Opportunity to make a meaningful impact by helping low-income individuals access essential healthcare services. -Potential for growth and advancement within the company based on performance. If...

I require a skilled Odoo specialist to streamline and automate various CRM tasks in my business. The specific activities include: - Contact Management: Enhance existing functionality to include custom fields and triggers, to cater for more personalized relations with our customers. - Email Marketing: Implement an automation system that will optimize our efficiency in reaching out to our vast clientele. - Sales Tracking: Initiate an automated sales tracking system within Odoo that will simplify the sales management process. Ideal Skills & Experience: - Proficient in Odoo software - Experience in automating CRM tasks - Knowledgeable in programming custom fields and triggers - Prior experience in setting up email marketing automation - Track record in automating sales t...

...experience in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experience programming in Deluge. - Profic...

I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...

I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!

Hi please help, very quick project making a VIN decoder. I need an expert to help me integrate a Zoho Creator form with rapidAPI.com. Here are the details: 1. I have a simple zoho creator form with following fields: Input fields: Rego State Output fields: Vehicle_Make Vehicle_Model Year_field Vehicle_Type 2. Field "Rego" should have dummy data "830IC3" Field "State" should have dummy data "QLD" By entering dummy data into input fields, I need script to fetch vehicle details from this API: API has free subscription. 3. I have made the attached Deluge script, but something is broke, it's not working. Can you please make a deluge script to pull data out of this API? Thank you

I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an a...

...WORKING SAMPLE VIDEO, YOU WILL BE MARKED SPAM I am seeking a skilled professional who can help me find a solution to bypass Godaddy Website Builder's limitations, specifically around custom code implementation and plugin integration. Since Godaddy has removed the ability to add Zoho SalesIQ snippets to all pages simultaneously in their website editor, I am looking for someone who can find a workaround that would allow us to add Zoho SalesIQ simultaneously to all pages. Key requirements: - Find a way to integrate Zoho SalesIQ functionality into my Godaddy Website Builder page. This means the solution you will provide, ~A solution to add the code somewhere within the Godaddy Website Builder, and it will automatically show on every page of the site without ...

...for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the CRM, instead the intermediate and cur...

I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inv...

I need a Zoho expert to help me set up a system where emails that match certain keywords in the subject are copied to a specific WorkDrive folder. Ideal Skills and Experience: - Proficiency in Zoho Mail - Experience in email filtering - Knowledge of WorkDrive system Please note that I want the emails to be copied, not moved, to the WorkDrive folder. I need both incoming and outgoing emails to follow the same method. I work in an office with 15 others and we get new cases meaning new filters frequently, so I'd like a method to be able to update their filters without needing them to redownload anything, sort of like a central hub from my computer. If there is any way for that to be done, I'd like to know the method.

I'm in need of a diligent data entry specialist for my remote position. - Your main responsibility will be to input and maintain data in our custom CRM or database software. The average workload will consist of 100 to 500 entries per day. The job is part-time, offering flexible hours and the convenience of working from home. Ideal candidates should have: - Excellent typing skills - Strong attention to detail - Proficiency in data entry software, particularly in a CRM or database context - Good time-management skills Your expertise in data entry will help us keep our records up to date and running smoothly. Your dedication and precision are key to ensuring we maintain high data quality standards.

I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi an...Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is crucial to th...

...trustworthy online worker. I helped many startups, entrepreneurs, and business owners achieve their business goals in the past. I am an excellent communicator with sublime linguistic skills, and attention to detail is my key skill. Ill follow your instruction for the letter and get back to you with fantastic results. Here are the services I offer: Data Entry Data Mining Excel Data Entry CRM Data Entry Data Scraping Copy Paste Work Data Conversion Shopify Product Listing WordPress Data Entry PDF to Excel or Word JPEG to Excel or Word Typing in Excel or Word E-commerce Products Listing Web Research and Web Scraping Please read the reviews from my previous clients where they speak about my professionalism, quality, and work ethic - Im confident you will find me...

...- Train the AI models for optimal performance in handling calls, scheduling appointments, processing payments, and writing personalized emails. - Test and troubleshoot any technical issues to ensure smooth operation. - Provide ongoing support and guidance to clients on using our AI solutions effectively. Bonus Points: - Experience with machine learning (ML) concepts - Familiarity with specific CRM or appointment scheduling software - A background in customer service or sales Long-Term Partnership: - As well as out current clients, we're committed to building strong relationships with our partners. This is a fantastic opportunity for a long-term partnership with potential for growth within our company. Virtual Call: - All applicants must be prepared to participate in a vir...

I am seeking a skilled developer to customize our existing Worksuite CRM and develop a companion mobile app for both IOS and Android. Key Customization Features: - User Interface Redesign: The interface needs a fresh look. This includes a color scheme update, font style change, and layout modification. Please provide examples of similar projects you have completed and detail your experience with Worksuite and mobile app development.

This pr...and registration - Push notifications - In-app messaging - Instant task and task status updates - Task-wise inventory functionality - Task completion insights - Features to highlight incentives, with filtering options based on locality Additionally, a functional CRM system is desired for: - Monitoring customer interactions - Generating sales reports - Streamlining contact management, and - Real-time tracking of earnings and redemptions. Ideal candidates for this project should have experience in mobile app development, CRM systems, and a deep understanding of customer operations. Proficiency in developing across both iOS and Android platforms is critical. Experience with user notification systems, in-app messaging, and financial reporting functionality is ...

I'm looking for a Salesforce CPQ Developer to assist with a variety of functionalities. Experience in Development, Visualforce Pages, Lightning Web Components, and Administration Strong understanding of CRM processes and functionality Experience with customization and enhancements Knowledge of Salesforce CPQ and CPQ configuration Experience with Salesforce integration and data migration Strong analytical and problem-solving skills Excellent written and verbal communication skills certifications are a plus Bachelor's degree in Computer Science, Information Technology, or related field Are you enthusiastic to accept new challenges and delivering a high performance , scalable solutions in Salesforce CPQ and meet below

I’m currently seeking an experienced developer for the creation of a CRM Application based on WordPress and PHP. This comprehensive CRM system will focus mainly on the following aspects: - Contact Management: Easy setup for adding new contacts, updating existing contacts, and generally ensuring robust record-keeping for clients. - Sales Pipeline Tracking: This feature will aid in tracking the progress of deals, identifying slow points, and pushing for efficient sales funnel management. - Customer Support Ticketing: A well-organized dashboard for support tickets, helping in prompt and effective resolution of customer issues. While the main features are outlined, I’m open to discussing additional functionalities that might enhance the system’s effectiveness....

I need a Zoho Creator expert for my project to increase efficiency, streamline data management and improve collaboration in my team. The main features required include: - Building data entry forms: This will allow for standardized and organized input of data. - Workflow automation: To streamline the operations and reduce the manual workload. - Report generation: For quick and easy access to the information when required. There are no third-party applications integration needed for this project. Ideal freelancers for this task have a strong background in Zoho Creator and understand workflows. A proven track record of creating efficient systems will be a significant advantage.

...serve as a centralized hub for tracking sales data, generating custom reports, and integrating with our existing CRM and PayRoll management software. The main features I need include real-time sales data updates during business hours, customizable executive reports, and seamless integration with our CRM system. We have an open API so that you can investigate what data is available. Key requirements: - Developing an API Salesboard tool with a user-friendly interface and robust functionalities. - Ensuring real-time updates on sales data during business hours in 20 minute intervals - Implementing a feature that allows for customizable reports. - Required integration with our CRM system. - Ability to manually enter some non-sales data or if possible, import from P...

I'm looking for an accountant(Freelance / Intern / Permanent Employment) who is well-versed in Zoho Books and Zoho Payroll to set up and manage the financial aspects of my startup. Key Responsibilities: - Initial setup of Zoho Books & Payroll software - Bank account reconciliation - Bookkeeping - Managing payroll and salaries Additional Details: - Preferably no specific requirements for the initial setup. You can set up the software based on the needs of my business. - The tasks will need to be managed on a weekly basis. Ideal Candidate: - Proficient in Zoho Books and Zoho Payroll - Experience in bank account reconciliation, bookkeeping, and payroll management - Strong organizational skills and attention to detail - Good understanding of a...

...and making offers. The more people you talk to and make offers to, the closer you get to a deal. We have the right systems and processes in place for you to be successful; all you have to do is follow them consistently. Success in this role requires action, persistence, and a daily commitment to showing up ready to work. Key Responsibilities: - Running SMS or voicemail campaigns to homeowners ( crm will do mass sms for you) -Qualifying interested leads and gathering necessary information and Speaking with homeowners to assess their interest in selling -Making offers on properties -Following up with leads to move them through the acquisition process - Continuing education in real estate (provided) -Meeting daily and weekly KPI targets Requirements: - Previous experience i...

I'm expanding my technology business and I need a dedicated...setting up remote meetings through calls. Key Responsibilities: - Your primary goal will be to increase sales, through setting up meetings. - You'll be expected to make 100 dials daily, using the software and numbers provided. - I will provide you with a Salesforce CRM to manage the leads and appointments. Ideal Candidate: - Should have a basic understanding of technology products and services - a tech-savvy individual would be preferred. - Experience in sales calling and lead generation is a plus. - Proficiency in using Salesforce CRM would be an advantage. This is a part-time role, requiring 4 hours a day. Please make sure to apply if you're comfortable with the daily call volume and have the ...

I'm seeking a virtual assistant to handle less than 10 incoming leads per day for my lawn mowing business. Key Responsibilities: - Respond to leads through Email, Phone calls, and Social media. - Request photos and a description of the job from the leads. - Add lead information and pictures to our CRM system. Ideal Candidate: - Prior experience in customer service or lead handling. - Knowledge of CRM systems. - Excellent communication skills. - Attention to detail and organization. - Ability to work independently and efficiently. This is a crucial role in my business, so I'm looking for someone who is reliable and can maintain a consistent response time to these leads.

I need a professional to help me with the setup of my Google Ads account and integrate it seamlessly into my GHL platform. I'm looking to generate leads to grow my Sales Consultancy business and need someone with expertise in this area. Key requirements: - Setting ...will involve tracking leads and overall performance. Ideal skills and experience: - Proficiency in Google Ads: Experience in setting up and managing Google Ads campaigns is essential. - Sales-focused Marketing: The selected candidate should understand the dynamics of generating leads for a Sales Consultancy. - GHL Integration Expertise: Proven experience in integrating Google Ads with GHL or other CRM platforms would be highly advantageous. Please provide details of your previous experience with similar projec...

As a small organization, we are delving into Odoo and seek exp...operations. - Customization and Module Development: Adapting Odoo to fit our unique business requirements. Not just basics, we need significant customization, especially within modules tailored for CRM, Accounting & Finance, Point of Sale, and Inventory. - Training and Documentation: Our team is fairly new to this, hence we count on your descriptive training sessions and comprehensive documentation to bolster our in-house competencies. Your affinity with small-sized teams and hands-on experience in extensive Odoo development and customization will make you the perfect addition. Familiarity with CRM, Accounting & Finance, Point of Sale, and Inventory modules is a must. Join us to make our Odoo journey ha...

I am seeking a savvy and experienced freelancer who can meticulously reconcile my entire accounting l...payments. Here's a snapshot of what I need: - Accounting reconciliation: Thoroughly reconcile my entire accounting ledger, identifying and correcting any discrepancies. - Payment Tracking: Identify any outstanding payments and create a simple, effective system for future tracking. Although I did not specify an accounting software, familiarity with common systems like QuickBooks, Xero, and Zoho Books will be advantageous. You should excel in number-crunching, have a keen eye for detail, and a track record in similar projects. Advanced knowledge of accounting principles is also expected. Applying freelancers should bear in mind that precision and accuracy are paramount...

I'm looking for a dedicated appointment setter to help me with setting sales appointments over the phone. Key Responsibilities: - Making outbound Cold Calls to potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal...potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal Skills: - Strong communication and interpersonal skills. - Previous experience in outbound calling, preferably in a sales setting. - Ability to gather and record detailed information accurately. - Familiarity with CRM software or appointment scheduling t...

...innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaining our Zoho CRM sy...

Selamat siang . Saya ingin membuat CRM untuk yang akan digunakan untuk tracking penjualan paket wisata . Dengan Style Kanban dan mempunyai Kalender View. Bisa menyimpan kontak dan bisa digunakan untuk multi department.. Bisa menugaskan tugas antar orang. Bisa membuat project dan bisa menggabungkan beberapa kontak dalam 1 project. Silahkan jika ingin bertanya . Saya terbuka untuk zoom meeting .

I am seeking a developer to create an online database/sales tracking/CRM system from an existing Access database Key Features: - online access. - mirror the look and ease of use of existing access database. - import existing data in new database

For our organization's continued growth, we are moving towards streamlining operations, enhancing customer service, an...systems. This step is important in achieving our above goals. - Required Functionalities: The necessary functionalities needed from MS Dynamics Field Service include work order management, resource scheduling, and inventory management. - Current Systems: Our existing infrastructure includes a CRM and ERP system which will be part of the integration process. The ideal candidate for this task would be experienced in system integrations, particularly with MS Dynamics Field Service and familiar with CRM and ERP systems. The ability to work efficaciously to improve operational streamline, enhance the customer service experience, and augment resource effici...

I'm looking for a qualified professional to assist with the migration of our Hubspot data...relationships and custom fields are accurately mapped and migrated, as well as deals process flows, as required to accommodate the Hubspot data. It's important that the migration process is seamless and all data remains intact during the transition. Ideal Skills and Experience: - Proven experience with data migration between CRM systems, specifically from Hubspot to Microsoft Dynamics 365 Sales. - Strong understanding of custom fields and data relationships within CRM systems. Please be ready to provide examples of similar projects you've completed in the past, as well as a detailed plan on how you intend to execute this data migration. Start you proposals with I HAV...

I have a Wordpress plugin called Sales Agents B2B and I'm looking for a skilled Wordpress developer to make 4 small customizations to it. The customizations required are as follows: - Adding new function...Showing the assigned sales agent in the list view of users - Modifying existing features: - Ensuring sales agent visibility in the list view of users The ideal candidate should have experience in: - Expertise in Wordpress plugin development - Understanding of user roles and permissions - Proficiency in PHP and MySQL for plugin customization - Previous experience in CRM system integration would be a plus Please only apply if you have relevant experience and can deliver quality work within a reasonable timeframe. I'm looking forward to hearing from you.

I'm seeking an expert in Zoho Creator to help with the development and integration. Key Responsibilities: - Event Creation: I'm looking to have a ticketing system integrated into the event creation process. This should allow for easy, seamless ticket sales and registration. - Attendance Registration: Attendees should be able to register for the event through an online form. This form should capture key details and contact information. - Payment Integration: The system should facilitate ticket purchases by integrating Credit/Debit Cards and PayPal or other options too. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designi...

I'm on the lookout for a proficient Zoho Creator specialist to assist me in developing an efficient event management system with integrated payment options. Key requirements include: - Assistance in creating event templates for 1-5 different types of events. - Setting up customized attendance registration forms with Zoho Creator. - Integrating secure and user-friendly credit/debit/online payment systems. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designing registration forms. Looking forward to discussing the project further with you.

I'm in need of a system that efficiently and accurately captures and records detailed customer policy information. Key inf...accurately captures and records detailed customer policy information. Key information to gather includes: - Policy Information - Policy Type - Effective Date - Expiration Date - Premium - Carrier Company This information will help us keep accurate records, keep track of expiration dates, and better understand the coverage our clients have. The ideal person for this job would have experience in CRM development, database management, and a strong understanding of data privacy and security matters. Your task will be to set up a data capture followed by populating those information into our database. Understanding of insurance company's workflow will be...