Asiakkuudenhallinta Jobs

With the implementation of Enhanced Domain in UAT by the url has changed, the problem arises in that the queries that enter through the bot are not being referred to the agents that are online.

I am looking for a freelancer who can integrate Dial Pad and MOJO with our CRM, Marketsharp. Specifically, I need sales analytics and reporting features integrated into the system. The level of customization needed is intermediate. The ideal freelancer for this project should have experience in CRM integration and proficiency in Dial Pad and MOJO. The project will require the following skills: - CRM integration - Knowledge of Dial Pad and MOJO - Sales analytics and reporting expertise

I would like to automate the process of extracting data from the hourly report email and importing it into PipeDrive as a lead. Currently, we are manually entering leads which is time-consuming and inefficient. The ideal candidate should have experience in integrating Pipedrive with Zapier to automate this process. Requirements: - Experience with Pipedrive and Zapier integration - Ability to specify custom fields for lead import - Familiarity with lead import best practices Skills: - Zapier - Pipedrive - Automation - Custom field specification If you have experience in automating lead import into Pipedrive using Zapier and can work quickly and efficiently, please apply for this project.

Hello, I am interested in hiring someone that can help me build an approval matrix on top of our existing system that is developed in CodeIgniter and Mysql. User information will be coming from our HR and ERP system. This module will sit on top to track all requests, approvals and generate reports.

Hello! I am looking for a freelancer to help me with setting up and implementing a CRM system for my business. I already have an account set up and need help setting up certain features. Specifically, I need help integrating sales tracking into my CRM. I am not sure if I will need additional integrations with third party programs, but I would like to discuss this further with the freelancer. All in all, I'm in need of an experienced CRM consultant to help me get my system running to its fullest potential.

As a top-rated freelancer, my team and I are seeking to hire 5 to 6 contractors for project-based work. We are looking for experienced and self-starting individuals who are diligent and can work with minimal instruction. The work is fast-paced and requires quick communication and turnarounds. We primarily use Slack, Trello, and Google Drive for project collaboration. To be considered for this opportunity, please provide relevant work experience and an outline of your current quality assurance (QA) process in your proposal. Also, please include your favorite movie at the top of the proposal. Our ideal candidate will possess the following skillset: Self-starter who can work with minimal instruction Diligent and detail-oriented Office Document Production Project management Record Keeping E...

Need to build a CRM product. If u have already have one CRM that u have prepared for some other client and if u can customize and do it at a faster pace please bid it with the amount u expect for that.

I am looking for a freelancer who is proficient in Softr to help me integrate FlowTrack, Airtable, RentPrep, and DoorLoop. The main purpose of this project is to build out each platform to communicate with each other seamlessly. Ideal skills and experience: - Proficient in Softr - Experience with integrating multiple platforms - Strong communication skills to ensure seamless integration between platforms.

NECESITO DESARROLLAR UN CRM EL CUAL CONTENGA 12 MODULOS

I am looking for a SalesForce expert who can configure restricted user access for a specific user profile. Our goal is to allow a specific user profile to VIEW ONLY a SINGLE account and all contacts associated thereto, but NOT any other accounts. The ideal candidate should have experience with SalesForce security and user management. The project requires the following: - Imposition of access restrictions to specific account only - Restriction of access to read-only for selected profiles - Configuration of customized access based on user roles is a plus The candidate should have experience with SalesForce profiles and permissions management. The project requires attention to detail and a thorough understanding of SalesForce security.

I am looking for a freelancer who can help me automate the Sales Pipeline Management function of my Eway CRM system. The ideal candidate should have experience with Eway CRM and be able to efficiently automate the sales pipeline management process. Additionally, I require integration with specific tools and platforms, namely Docusign, Zapier, and Constant Contact. The candidate should have experience with these tools and be able to seamlessly integrate them into the Eway CRM system. Overall, I am seeking an experienced freelancer who can efficiently automate the sales pipeline management function of my Eway CRM system and integrate it with specific tools and platforms.

My business is in need of a CRM development expert to assist us with creating a new system. The successful candidate should have a solid track record of experience in this field, as well as have solid project proposals and detailed project experience in their portfolio. We are looking for someone who can start the project ASAP, but need it completed within a month. We look forward to working with you in developing the right CRM system for our needs!

i need to build an api between ZOHO CRM Quotes -> Zoho Books Quotes

sales lead generation and sales data

I am in need of an appointment setter for my Business Growth Consultancy. The ideal candidate should have experience in setting consultation appointments. I need 6-10 appointments set per week. Skills and experience required: - Excellent communication skills - Experience in appointment setting - Knowledge of Business Growth Consultancy industry - Ability to work independently and efficiently - Attention to detail and strong organizational skills

Need assistance in Hubspot CRM integration with Magicbricks API.

Apex sync asyn Aura Integration rest/soap Scenarios of trouble shooting on bug or apex Site and communities Sosl soql

Need Salesforce developer We have around 9 websites based on Magento2, so we need someone experienced at Salesforce to customize the panel. In this, we will be looking for a few features. 1. Order Management with custom status 2. Manage conversations through Email (Import Email or receive a message if the customer sends the reply over mail) 3. File Upload and Dropbox integration 4. Internal Order Management and conversations between the designer and sales team 5. there may be some extra work, but will explain over discussion.

Si te apasionan las ventas y el manejo de redes sociales, tendrás la oportunidad de adquirir experiencia y conocimiento en el tema. Somos KidPlay Canadá una escuela de inglés online canadiense que busca estudiantes de carreras técnicas o profesionales en las áreas de Comunicación, Mercadeo o Ventas. Habilidades requeridas para el cargo: - Manejo de redes sociales (Facebook, Instragram y Whatsapp) - Conocimientos en configuración de plataformas de videollamadas (cámara, audio y micrófono). - Excelentes habilidades comunicativas. - Disposición para adquirir nuevos conocimientos y ponerlos en práctica. - Habilidades en ventas y negociación. Desarrollarás actividades como: - Administrar las redes soci...

I am in need of a Salesforce/Quickbooks Integration to streamline sales processes. I currently use QuickBooks for my financial management and am looking for an ongoing data synchronization between the two systems. The main purpose of this integration is to simplify and improve the way our sales are processed - resulting in improved financial reporting and enhanced customer data management.

I am looking for a freelancer who can assist me in transferring referrals to a custom-built system as part of my business expansion plan. I need help with transferring the referrals to this specific system. The ideal candidate for this job should have experience in custom-built systems and knowledge of CRM software. The project requires the following skills and experience: - Expertise in transferring referrals to a custom-built system - Knowledge of CRM software - Strong attention to detail - Ability to work independently - Excellent communication skills If you are interested in this project, please submit your proposal with your relevant experience and availability. Thank you!

Requerimos realizar una integración de Zoho DESK y CRM con Issabel. En la misma es necesario: * Recibir notificaciones de llamadas entrantes, permitir asociar la misma a un ticket existente o bien generar un nuevo ticket. (Desk) * Recibir notificaciones de llamadas entrantes, permitir asociar la misma a un contacto existente o bien generar un nuevo contacto. (CRM) * Poder realizar llamadas desde Desk o CRM y que la misma genere la entrada correspondiente a una llamada.

I need to create a BOT that interacts with my leads as if it were a human. I need to train him to answer questions, ask the customer intelligently, and interact in the way he is trained by me, as if he were an agent at my company. In parallel, he must qualify the lead, add tags according to the individual information of each lead, send automatic remarketing messages according to the tags of each lead. We thought about the possibility of integrating ManyChat with ChatGPT and maybe some CRM. Everything should be automatic, with as little interaction as possible from our human attendants. If you have this solution without menus, without lists with numbers for the customer to enter the option, in a totally humanized way, please contact us.

Hello, I'm looking for a freelancer to help us develop and maintain our Hubspot CRM. We don't currently have a CRM system in place, so a full implementation is needed. Specifically, we seek features such as Lead Management, Sales Pipeline Management, and Marketing Automation. We need regular updates and maintenance on a weekly basis and are looking for someone who can provide a reliable and timely service. If you can help us meet our CRM needs, please contact us! We are in the nutraceutical business and have six customer service representatives. We shall have all the features of Hubspot and need someone dedicated to assisting us for the next two months and continue thereafter.

I am looking for a freelancer to develop a module in Zoho to manage my affiliate partners. The module should have the following capabilities: - Tracking commissions for my affiliate partners - Integration with other Zoho apps - Intermediate level of customization The ideal candidate for this project should have experience in: - Developing modules in Zoho - Integrating Zoho with other apps - Customizing Zoho modules to meet specific requirements I would like to record various affiliate partners and store how much percentage they receive. The affiliate partners should be able to register their leads and I would like a monthly report about the commission. In the best case, a credit note is automatically created for the affiliate partner. I work with Zoho CRM and Zoho Books.

We want to transition our business to Zoho. I have attached more details.

I am looking for a CRM developer for an event/conference business. Our requirements: - Leads Management - Import & Export - Web to Lead Generation - User Access and Control - Projects/Staff/Tasks Assignment - Time & Tasks Tracking - Email Templates & Automation - Email Marketing - Invoicing and Payment - Calendar and Reminders - Built-in Surveys

I am looking for a Digital Operations Implementation Expert to help me implement Inventory Management for my business. Currently, I use an Excel Spreadsheet for my inventory management process, but I want to upgrade to a more automated system. Here are the details of the project: - Specific digital operations needed: Inventory Management - Current inventory management process: Excel Spreadsheet - Desired level of automation for the new system: Semi-automated Ideal skills and experience: - Strong understanding of inventory management processes and systems - Experience implementing inventory management systems for businesses - Knowledge of semi-automated inventory management systems and tools - Ability to integrate inventory management systems with other digital operations (e-commerce, CR...

We are seeking a skilled and experienced freelancer to assist us in configuring Vtiger CRM, an open-source customer relationship management system, along with its addon tools. The ideal candidate will have a deep understanding of Vtiger CRM and possess strong technical skills to effectively set up and customize the CRM according to our business requirements.

We are looking for an experienced developer skilled in CRM platforms such as SugarCRM, EspoCRM, Vtiger, Odoo, or any other you deem suitable for our requirements. Our goal is to transition from Salesforce/Pardot to a more cost-effective open source alternative without sacrificing operational efficiency. Apart from the CRM migration, the developer will be expected to integrate a dialer and calendar scheduling functionality into the CRM system. We also need assistance with frontend development for our landing pages and websites. Key responsibilities include: CRM Migration: Safely and efficiently transfer all our data and business processes from Salesforce/Pardot to the chosen open source CRM. The developer should ensure minimal downtime during this process and must validate the integrity ...

Tienes talento comercial, ambición y te apasiona el sector inmobiliario? Tanto si trabajas en otra área como si ya tienes experiencia en el sector, puedes trabajar como consultor inmobiliario pudiéndote beneficiar de una plataforma innovadora, del poder de una marca única y de una extensa red global, además de conseguir oportunidades comerciales atractivas. Te ofrecemos un puesto variado, flexible e independiente en una compañía innovadora con expansión internacional y que te proporcionará todo lo que necesitas para alcanzar el éxito en tu negocio. No es necesario inversión inicial ¿Te interesa?. Estamos deseando conocerte, necesitamos personal para el área metropolitana de Barcelona(Castellbisbal,...

I am in need of an Email Marketing Specialist who can help me achieve my goal of Sales Conversion through email campaigns. I have no preference for which CRM platform is used, so the ideal candidate would have experience working with a variety of options. The target audience for the campaign is B2B, so knowledge of effective B2B lead generation tactics is a must. Ideal skills and experience for this job include: - Experience designing and executing successful email marketing campaigns - Knowledge of various CRM platforms and their capabilities - Strong understanding of B2B lead generation tactics and strategies - Ability to analyze campaign data and adjust strategies accordingly - Excellent communication and collaboration skills to work with a team and manage client relationships.

CRM Based Project - Lead Management with Data Migration We are looking for a freelancer who can help us with our CRM based project. We need a system that can handle lead management with the ability to migrate our existing data to the new CRM system. Ideal Skills and Experience: - Experience with the chosen CRM platform (Salesforce, HubSpot or Zoho) - Proficiency in lead management and data migration - Strong problem-solving skills to address any issues that may arise during the migration process

I am looking for a Salesforce admin and developer to provide ongoing support for customizing our Salesforce Professional edition. The ideal candidate will have experience with customization and data management within Salesforce. Some specific tasks we need help with include: - Customizing fields and layouts to meet our business needs - Creating workflows and automation to streamline our processes - Integrating third-party apps with Salesforce - Managing data and ensuring data quality The position will require ongoing support and collaboration with our team to ensure our Salesforce instance is optimized for our business needs. The ideal candidate will have experience with Salesforce Professional edition and be able to work efficiently and effectively in a team environment.

MUST HAVE EXPERIENCE IN ACUMATICA CRM. If not, please do not apply. Needing a long term relationship in helping with Acumatica CRM Developement for mostly integrations, automations, process improvement, etc.) plus if you know how to do reporting,

We are looking for an experienced developer skilled in open source CRM platform Odoo or others like SugarCRM, EspoCRM, Vtiger, Odoo, etc. Our goal is to transition from Salesforce/Pardot to a more cost-effective open source alternative without sacrificing operational efficiency. Apart from the CRM migration, the developer will be expected to integrate a dialer and calendar scheduling functionality into the CRM system. We also need assistance with frontend development for our landing pages and websites. Key responsibilities include: CRM Migration: Safely and efficiently transfer all our data and business processes from Salesforce/Pardot to the chosen open source CRM. The developer should ensure minimal downtime during this process and must validate the integrity of migrated data. Knowled...

As a business owner, I'm looking to set up a Notion workspace to get organized and improve efficiency within my organization. I have not yet created an account on Notion, but I plan to do so before starting this project. The primary purpose of my Notion setup is to use for CRM & project management, as well as adding in some extra bells and whistles. It will only be used by 1-5 users, so it needs to be simple and easy for everyone to access and use. I'm looking for someone with experience setting up notions to create a space that's tailored to my needs and that can help my business reach its goals.

Looking for Zapier Expert I am in search of Zapier expert who can help me automate certain tasks for my business. Specifically, I am looking to automate: - Email marketing - CRM integration - Social media posting and could me more Ideal skills and experience for this job include: - Extensive knowledge and experience with Zapier - Experience with email marketing, CRM integration, and social media posting - Familiarity with Gmail, Salesforce, and Facebook integrations - Ability to work efficiently and meet deadlines - Excellent communication skills to ensure project is completed to my satisfaction.

I am looking for an experienced Pipedrive engineer to help with a customization project. Specifically, I need help with cleaning up our Pipedrive CRM and workflow automation related tasks, which must be completed within the timeframe of 1-7 days. The ideal candidate will have extensive knowledge and experience with the Pipedrive platform. The successful candidate must be able to create, modify, and customize existing Pipedrive features and functions to meet my requirements. The successful candidate must also be knowledgeable on the customization of fields and the visual aspects of Pipedrive. This project requires a high degree of expertise and technical skill. The candidate should have the required skills in Pipedrive customization, integration, and maintenance, in addition to being famil...

Seeking a Bitrix24 expert to assist with CRM customization. 1.) We want to make all the columns editable like the 2nd & 3rd. Is it possible? (Picture attached) 2.) We have 2 panels in the contacts,1 for the admin people and the other for users. User Panel & Admin Panel EDIT right permission. we are using 3rd party software for the user panel. kindly find the link below for more clarification on the 2nd point. Reference: BITRIX24 (On-Premises), 50 users Business account, Linux OS. Needed Skills and Experience: - Strong knowledge and experience with Bitrix24 CRM - Expertise in CRM customization - Ability to work with advanced-level Bitrix24 users - Excellent communication skills to ensure understanding of specific customization needs

I am looking for an experienced developer to create a custom-built CRM for my new enterprise. The CRM should prioritize customer management and include features such as contact management, lead tracking, and customer interaction history. Additionally, the CRM should be able to integrate with our existing platforms and automate tasks to increase efficiency. Ideal skills for this project include experience with CRM development, database management, and API integration.