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Excel Merging & Formatting for CRM Upload

$30-250 AUD

Julkaistu 2 kuukautta sitten

$30-250 AUD

Maksettu toimituksen yhteydessä
I'm on the hunt for a talented freelancer who can masterfully organize and merge my clutter of Excel spreadsheets into one clean, streamlined file. This task is crucial for a smooth upload into our HubSpot CRM, ensuring our customer data is used to its full potential. PLEASE NOTE: I will only be able to respond during lunch hours (AUSTRALIAN TIME 12PM-1PM) or before 7am/after 5pm. **Data Involved:** - I'm dealing with customer information spreadsheets. Think names, emails, contact numbers—the works. **Your Task:** - Combine these multiple Excel files into one. - Ensure phone numbers are uniformly formatted across the board. No more guessing country codes or mistaking 5s for Ss! - Weed out any duplicate entries. - Please preserve all notes against each contact entry as we have been using the excel sheets as a cold call list and the data will be useful to refer to (not sure how we can make these notes talk to the CRM so if you have any ideas or knowledge I would be grateful). **Ideal Skills & Experience:** - Proficiency in Excel is a given. You should find pivot tables and VLOOKUP as easy as breathing. - Experience with data cleaning and formatting—your meticulous attention to detail will set you apart. - Familiarity with HubSpot CRM would be beneficial given this is the CRM we are looking to use. Knowing how this particular system digests data will make the upload process smoother. **Why This Matters:** - Clean, well-organized data is the backbone of our customer relationship efforts. Your work will directly impact the efficiency of our sales and marketing teams. I look forward to working with someone who is not only skilled in Excel and data management but also understands the importance of precision in a customer information context. Your contribution will be vital to enhancing our CRM system's effectiveness.
Projektin tunnus (ID): 37785913

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18 ehdotukset
Aktiivinen 28 päivää sitten

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18 freelancerit tarjoavat keskimäärin $118 AUD tätä projektia
Käyttäjän avatar
Hi, I can merge , clean, and prepare a CSV to import hubspot CRM I can make a sample for you. I am a top-rated freelancer in Data entry job is my passion and I have 7+ years of experience in this field. I’ve worked on several similar projects including web scraping, web search, excel formulation and shopify product listing. You may see my profile here: I have completed over 700 projects on and have extensive knowledge and experience in similar jobs, so I can handle this project accurately. Message me so we can discuss more. Best Regards Motiur
$30 AUD 1 päivässä
4,9 (401 arvostelua)
Käyttäjän avatar
"""""""""""""""""""ADVANCE EXCEL EXPERT/EXCEL MERGING & FORMATTING EXPERT"""""""""""""""""""""""" ""Sir, EXCEL is my specialty and I can perform any complex task in EXCEL. I am an EXCEL VBA and CODING, AUTOMATION, TEMPLATE, REPORTS, FORMULA'S, DASHBOARD in EXCEL Advanced Level Expert. This is my field and I can complete this project with added quality. About me I am a Chartered Accountant with more than 7 years of experience including 4 years from the worlds leading Accountancy and auditing firm ""PWC"" and 1 year working at managerial level in Multination company and 2 years as freelancer. I can handle this task very efficiently and you can expect 100% accuracy from me. I am Microsoft Excel, accounting, auditing, financial statements, Form Creation in Excel through VBA and in Google Sheet, QuickBooks, and Sage expert. I have been working as a freelancer from the last 2 years and I have 330+ 5 stars reviews here. I am not new to work. I know how to meet strict deadlines without compromising the quality of the work. I will also be available for any query after the job is done as I am building my clients. please be my client and get any type of accountancy, Excel, QuickBooks, and auditing-related work with quality, efficiency, and at reduced rates. Note. The price is negotiable. I will be available for any query round the clock even if the project is completed. Regards Arman Kakar "
$99 AUD 1 päivässä
4,9 (284 arvostelua)
Käyttäjän avatar
Having worked extensively with HubSpot, I understand the intricacies of the CRM system and how it can best be leveraged. My proficiency in Excel complements this skill set, as I'm well-versed in using pivot tables and VLOOKUP functions to organize and clean data efficiently. Moreover, as a copywriter, I'm used to meticulously proofreading and improving text, which is pertinent when entering customer details. Thus, I am confident in my ability to perform formatting tasks like correcting phone numbers with precision. As for merging multiple Excel files into a single coherent database while preserving important note entries, I have significant experience with this as well. In fact, one of the hallmarks of my work is its thoroughness – I always strive to deliver meticulous results that leave no room for error. Your project isn't just about merging and organizing data; it's about ensuring that your CRM system is optimized to get the most value out of your customer data. And that's exactly what I'll do for you. With excellent coding skills, an eye for detail, and a deep understanding of HubSpot's capabilities, I'm confident that I can sort through your spreadsheets and give you a clean, streamlined file that would make CRM uploads a breeze.
$45 AUD 1 päivässä
5,0 (3 arvostelua)
Käyttäjän avatar
I will start working now With over a decade of professional experience, a mastery of Excel and intricate knowledge regarding CRM systems like , I am the ideal candidate to complete your data management project. Throughout my career, I have consistently met tight deadlines and guaranteed top quality work - skills that will be invaluable for merging and formatting your customer information spreadsheets into one clean file. My expertise in Excel goes beyond baselines; I am well-versed in using advanced functions like pivot tables and VLOOKUP that's crucial for tasks like weeding out duplicates and ensuring uniformly formatted phone numbers. As proud as I am of my technical qualifications, it's equally important to highlight my dedication to maintaining precision in data. I fully understand the criticality of preserving existing notes and will make it my priority to ensure they are seamlessly integrated with the upgraded CRM. Additionally, being comfortable with both Microsoft Office Programs and Adobe will allow me to leverage the best software tools to enhance the effectiveness of the final product. However, what really sets me apart from others is not just my technical expertise but my dedication to client satisfaction. I'll be available 24/7 for any support you need befitting your AUSTRALIAN lunch hours convenience.
$30 AUD 1 päivässä
5,0 (2 arvostelua)

Tietoja asiakkaasta

Maan AUSTRALIA lippu
Sydney, Australia
Maksutapa vahvistettu
Liittynyt helmik. 19, 2024

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