CRM Jobs

Would like technical support to get quoting module set up along with quote templates

I need help for somebody to create a simple Salesforce Screen-flow that will help the sales team to assign credits to a wallet . I can provide all the details in a separate document. My budget is up to 100 USD and I am looking somebody to help me by Monday.

Preparing customer relationship management and e-commerce on the Odoo program

Hi, need help with integrating Google Sheets into our CRM via API, so we can automate the process for contacts/leads to get added into CRM

We are looking for Salesforce developer. We are working in Healthcare. We want to develop some advance feature app. Kindly connect if you are interested for the same

I wanted to have LWC component which will shows the dropdown option of unique records based on the Name. Ex. If Env has 3 contact records as 1. Andrew 2. Yatin 3. Andrew Dropdown option should only shows the 1&2nd record.

Help build Salesforce functionality to create and manage cases received via FreshDesk CRM via API. API documentation available Please only apply if you have demonstrated experience with Salesforce.

Looking at setting up Salesforce for my business looking for someone with experience to assist with building out the platform / generating qualified leads etc

Looking for a certified salesforce development team. Must have experience with salesforce, able to provide other projects using the salesforce platform. If you have the experience and credentials I’m looking for a long term team that can help us achieve our goals.

I need someone to login to my Linkedin (that already has sales navigator plugged in) and set up appointments for my business using cold connection requests and follow-ups. ***PLEASE PROVIDE CASE STUDIES And please let me know if you would be interested in a pay per qualified appointment set model :)

Configurazione di modelli di stampa e automazione processi Si richiede una buona conoscenza di Zoho CRM, Zoho Forms, Zoho Writer/Docs

can you help me with choosing and settings the right Zoho solution to my service? 1. I have resume writing service 2. I have 4 brands for verticals but the same operation and writers. 3. I have 4 WhatsApp accounts but this can be changed to website chat and continue on Whatsapp 4. I would like to catch leads from my website and start the automation,(SALESIQ??) 5. on the other side, after payment, a project workflow should start. like asking for a resume from the customer, filling in a form on the website, send to the writer by admin, sending a resume to the customer and communicating it in some kind of customer portal for delivery like the helpdesk. 68. we should support the 4 brands for emails and communication but please update for costs and I'll decide. 7. integration with WooComme...

I am posting this role here just in case anyone is looking for FULL-TIME EMPLOYMENT (Kolkata or WFH) - THIS IS NOT A FREELANCING/CONTRACTING ROLE. Looking for a Senior Developer with strong knowledge/experience in Vtiger CRM, SuiteCRM, Dolibarr CRM/ERP. Must be a strong/experienced developer and able to pick up and manage/deliver large/complex projects. Salary of 50k to 80k INR per month (interview and technical assessment will determine any offer).

My business partner and I each have a Salesforce account but we need to be able to see each other's contacts, tasks, etc, without having to get authentication each time. Salesforce has advised me that we can do this by using hierarchy's and queues. I tried but failed. It's all Greek to me. Help!

Consultora especializada en negocios B2B con presencia en España y Portugal Buscamos un perfil que nos ayude en la concertación de reuniones entre directivos, captación de ledas y tareas administrativas. Requerimos conocimientos y experiencia para desarrollar estas tareas. Posibilidad de incorporación indefinida una vez comprobado el rendimiento. Grandes posibilidades de desarrollo profesional y generación de ingresos recurrentes.

Detailed Description of Gmail operation 1 email box receiving all requests from clients Over 30 users (account managers) internally answer requests daily Works 24-hours in 2 shifts, so it is monitored all the time Over 200 clients, each with at least 5-10 ongoing email threads daily which later turn into projects Every client has a dedicated responsible person (account manager) who takes care of all projects incoming from this client Currently email is automated via a series of filters and labels, so each account manager works with their dedicated clients Detailed Description of Bitrix24 CRM operation We’ve adopted Bitrix24 On-Premise version and are currently integrating it into our workflow We work with multiple Kanban views based on out custom approach for all clients and depa...

Looking for someone that knows the following: Cloudways HighLevel CRM Wordpress - able to add items, blogs, new pages, upload media, optimize landing page templates, etc.. Possibly AWS LightSail/Google Hosting Basic Image resizing and manipulation SEO basics Social basics Must use the CRM and slack for communication and tasking. Willing to learn mechanics of my system. Landing pages, funnels, tracking, social, and more. Willing to assist in onboarding new clients. Please send proof of work and ready to answer questions. Thanks

Zuora Developer Role: 1. Zuora billing and Revenue certified IT professional having over 6+ years of working experience in Order Management and Zuora Billing. 2. Prior experience with Oracle Order management processes and knowledge in CPQ configuration & setups is a plus, given Zuora is not very old. 3. Manufacturing Industry experience is plus. 4. Experience in creating HTML Invoice templates based on business requirements. Also, she has added experience in monitoring & validating CPQ incident reports and CPQ user report 5. Salesforce - Zuora Billing, Zuora Revenue 6. Certification in Zuora Billing and Zuora Revenue goes a long way. 7. Projects related to Zuora Billing and Revenue. 8. Responsibilities in the project include creating Workflow as per Business Requirements. a. ...

The right person for this role will be viewed as an expert in Salesforce APEX, Visualforce, Triggers, Lightning components, LWC and Aura with Integration experience using REST and SOAP API. The Salesforce Technical Architect will contribute to the execution of our strategic goals and initiatives on a day-to-day basis as well as driving and providing guidance of salesforce coding best practices to the organization.

we are looking for salesforce architect with 10+ yrs of experience Mandatory skills set required- salesforce, presales, RFR( request for proposal)

We want a proposal for three 3rd party software solutions that can track our response time to our customer sales and support inquiries. We have an ecommerce website, and most of our customer email us with sales related questions. Our employees currently use a variety of email clients to read their emails and respond. Customers email a "sales" email which gets read by several different employees. Right now we have no easy way to know how long it takes each employee to respond, or even if they respond. To complete this project, you will understand our requirements in depth, and recommend 3 solutions that are very cost effective and easy to implement with low overhead. The proposed solutions should be inexpensive, easy to set up, and easy for the sales staff to use. Automatic rep...

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Experience with deluge! Zoho creator, Zoho analytics

Experience with deluge! Zoho creator, Zoho analytics

I will discuss when I hire the candidate

I am looking for a U.S. based developer who is experienced in developing and implementing Infusionsoft/keap. Our current developer is great, but between the language barrier and time difference, we need someone who understands business in the US and can talk to us during normal business hours.

Looking for help customizing and preparing our zoho commerce store. We currently have our site linked using another platform but are running into issues and want to switch over to zoho commerce as our main b2b business backend we use zoho inventory so this would integrate hopefully seamlessly to allow and enable our current and future customers to log into our website and place orders online. Again our business is only b2b and we require our customers to log in online before seeing any pricing and placing any orders. And any new customers that sign up need to be approved before they can log in and start ordering online. Attached is a list of requirements for the site.

I need some one to develop a web CRM application for my students

We are a growing company in need of 2-3 team members who have 4+ years of experience with live chat, tickets, emailing customers. We provide a SaaS solution to construction companies. They use our system to create estimates, invoices, and many other items. We provide live chat and ticket support. We currently have 6 support team members who provide live chat, email support, and ticket support using Zoho CRM, Zoho Desk, and Zoho SalesIQ. Let me know if you have experience with any of the following. These are requirements, I am just curious about your knowledge (even if just a little). Reply with a Yes or No beside each item. If helpful, provide additional details. -- CRM's: -- Ticket Management: -- Live Chat: -- QuickBooks: -- Xero: -- Construction Experience/Knowledge: ...

**you must be a Notion expert** I want to create Notion for my daily work Mainly; A folder for every project and to be able to save notes, websites and files in them

Setting up email marketing, mass email shoots, and manage the lead generated into the CRM

We have a CRM developed using MS Dynamics. We are facing some issues with the system and currently we need a freelance support to get these changes done.

I need a CRM Specialist who can help me find and implement a CRM solution for my business. Should be fast and easy.

Preciso fazer a integração do meu crm “giver” com meu erp tiny. Em anexo tem manual de integração e requisitos e informações a serem enviadas do tiny para giver

What do I need to have in this software 1. Being able to quickly upload a contact database from Excel to the software. 2. Being able to have unlimited contact capacity in different groups. EXAMPLE (CUSTOMER CONTACTS JOYERIA CEVALLOS, RESTAURANT CONTACTS, ETC) My country has 15 million people for example. 3. That you can sell the service to other people, (for example, someone owns a jewelry store and has 5,000 contacts, so I add their business WhatsApp to the software, and I get the list of their contacts and I can send the massive message to all your contacts, whether they have added it or not thousand characters 4. Keep the customer database stored in the system for my use so that they can hire me and at the same time grow my contact database to sell it 5. Let me send text, messages, vide...

I am a beginner and want to know about some features of Zoho account

Hi app is already built. Just need to add a feature to view screen remotely Please quote 1. To view screen remotely only 2. To view screen and control screen remotely Please give reference if you have done something similar. Thanks Andy

We are running a lead generation campaign and need several steps to be accomplished 1st we want to take our current site and update our opt in form. 1. Customer inputs data 2. Customer agrees to Terms of Service 3. Customer completes checklist 4. Customer imports data 5. If customer gets stuck they can save and sign out of their own account and log back in to complete their form. We are working with Zoho CRM and Zoho Creator to accomplish this. We also want to ensure that we use SMS PUSH, and Email follow up and automoations using zoho as well. The right person should be able to get this done quickly and easily.

- can we categorize and organize contacts - we desire to upload all our buyers criteria and info as well as well as having the sellers contact/property info. We will then be able to populate properties based on key words that match the buyers criteria without the seller contact info populating. - once we get a match, we need someone from our team to be able to send the properties that match the buyers criteria to the buyers by email or text. We need to be able to update their criteria or the buyer can update it. We need all of our buyers to be able to have our buyers implement their criteria into our database themselves via a questionnaire form or something like that. - Team: once the match is there, the team goes to work. We want to be able to track our workflow from the match to clo...

We r looking for a CRM to enable us to work more efficiently, the CRM will be sued to enter assessment forms and be enabled to calculate what support is required by the service user, we will also be using the CRM to upload documents and would like to be able to have a reminder section when reviews are due for service users and notes for the volunteers which shud b time stamped and dated along with the details of who entered the update, along with this we will need permissions set for each volunteer, we r happy to give a more detailed brief through a zoom call if that helps, the CRM must be developed in linux and b hosted on our own CPanel platform, we will need some training for using the system

Data Entry. You need to enter your customer data into the CRM software. ... Lead Management. ... Lead Qualification and Nurture. ... Time Management. ... Task Management. ... Project Management. Quotations and Accountings Comprehensive. The solution helps assign, schedule, and track the performance of every conceivable CRM function including campaign management, lead management, account management, contact management, task and communication management, and feedback management Superior design. The system comes replete with in-built validation options to ensure that clients are accurately serviced. A user-friendly interface and other nifty features such as a comprehensive and fast search facility are worked into the design 360-degree views. The integration of all customer-related informatio...

I need a high level skilled person to help with more complicated AMO / Kommo CRM integration project

Hi, I'm looking for someone/team to create a Veterinary CRM with all its features. It would be highly recommended if you have a previous experience in such domain and have an existing demos for such. CRM should include both admin and users plus mobile apps. Please type 'Dog' at the header of your bid so i know we are on the same page. More info to be provided.

Experienced scrum master required to join an existing project team working on Salesforce projects. Candidate must be able to work easy coast US time zone however can be remote. Candidate should be able to demonstrate ability to lead multiple projects, aligning milestones to objectives, escalating project challenges, weekly reporting and people leadership. Initial project for 3-6 months however likely to be extended based on performance.