Crm workflowงาน

...for my mortgage broker business. Your expertise will transform data from multiple platforms into a coherent narrative. Key Tasks: - Aggregate data from our CRM, spreadsheets, and loan operating systems. - Create comprehensive Excel reports tailored to our requirements. Data Points Include: - Sales revenue tracking across platforms. - Lead conversion rates calculation. - Customer acquisition costs evaluation. - Long-Term Value (LTV) and Return on Investment (ROI) analysis. - Agent compensation figures consolidation. Ideal Candidate: - Advanced Excel skills, including formulas, pivot tables, and charting. - Strong understanding of CRM systems and data extraction. - Experience in financial reporting, preferably in the mortgage industry. - Analytical mindset with attention ...

...product-related information from e-commerce websites. Requirements: - Expert knowledge of Octoparse - Proven experience with web scraping and data extraction from e-commerce platforms - Ability to automate tasks to streamline data entry processes Skills: - Proficient in web scraping tools and techniques - Strong understanding of data extraction methodologies - Experience with automation and workflow optimization - Knowledge of e-commerce data structures What I'm Offering: - Clear project goals to extract and automate product data entry - Detailed insight into the e-commerce sources to be used - Open communication to clarify project specifics Ideal Candidate: - You should have successfully completed similar tasks, and be able to provide examples of your work. - An underst...

I need an automated solution that enables me to conduct data entry from Excel into SAP daily: - Create a process to input data from Excel into SAP efficiently. - Must handle the generation and dispatch of daily offers/price lists. - Ensure accurate an...Excel. - Experience with SAP data entry mechanisms. - Familiarity with email automation platforms. - Precision in handling repetitive tasks. - Understanding of data privacy and compliance. **Expectations:** - Reliable daily execution. - Error-free data handling. - Ability to troubleshoot any integration issues. This project requires someone meticulous and committed to setting up a seamless workflow, ensuring that our resellers receive up-to-date information without fail. Your expertise will significantly enhance our operational e...

Necesito una persona domine odoo par hacer esto Necesito hacer esto en la versión gratuita de odoo, 1 realizar la configuración inicial, la alta de clientes y vendedores, así como la gestión básica de asesores en la fase 1. También puedes utilizar el módulo de contabilidad gratuito para la captura de pagos en la fase 3 y para algunos informes básicos en la fase 4. La fase 2, que incluye la generación automática de contratos y pagarés, podría requerir la versión de pago. Pr

...efficiency. With already well-documented workflows, I need your expertise to revamp them for peak performance. Ideal Skillset: - Proven experience in workflow optimization - Strong analytical and problem-solving abilities - Familiarity with project management tools (e.g., Asana, Trello) - Excellent communication and documentation skills What I Need from You: - Analyze my current workflows for inefficiencies - Develop a strategy to streamline processes without disrupting operations - Implement solutions that enhance productivity and reduce waste - Provide training or documentation to ensure sustainable improvement Your experience in workflow management, combined with a strategic mind and effective communication, will be critical for this role. Let's collaborate to m...

As the vision bearer for the new CRM system, I'm seeking a remarkable developer with a knack for creating intuitive interfaces that enhance customer experiences. Here's what the project involves: - Development of a Laraval-based CRM platform. - Ability for customers to request website development services. - A user-friendly dashboard that provides real-time project status updates. - An export feature to generate reports with customer contacts and project dates in Excel. The right freelancer will have: - Proven experience with Laravel framework. - Familiarity with CRM systems and their functionalities. - Strong grasp of UX/UI principles, especially for dashboards. - Expertise in database management and Excel report generation. - Excellent communication skill...

I'm looking for a dynamic Freelance Client Acquisition Specialist who can strategically expand our client base across multiple industries, focusing on leveraging Zoho's suite of applications to boost our revenue. Responsibilities include: - Identifying potential clients in Healthcare, Education, Retail, and other industries. - Knowledgeably promoting Zoho CRM, Zoho Books, Zoho Projects, and more. - Creating a pipeline to enhance our company's revenue stream. Ideal candidate should have: - Proven experience in client acquisition. - Excellent communication and negotiation skills. - Ability to work independently and deliver results. Benefits: Flexible working hours and location. For per client you will get $20 plus 10% of total project cost as a commission. Opportunit...

I'm in need of an adept AI developer with substantial experience in Flowise OpenAI model training, dataset preparation, and hyperparameter...dataset preparation, and hyperparameter tuning. The project entails the development of a custom tool bot that's specially designed for my needs. Key Features: - Integrated with third-party APIs, particularly POS and CRM systems. - Automated data analysis and text parsing to generate insightful reports. Skillset: - Proven experience with OpenAI platforms, especially Flowise. - Demonstrated proficiency in training AI models and adjusting hyperparameters. - Capable of preparing comprehensive datasets. - Extensive experience in integrating third-party APIs, especially POS and CRM. - Must have good knowledge of automated data an...

...platform utilizes Artificial Intelligence to synergize various aspects of business operations. Here's exactly what I need: - **User Acquisition Strategy:** - Develop efficient methods to gather pre-users - Employ organic or paid strategies tailored to my platform's niche - **Platform Features Focus:** - Users should anticipate a mix of inventory management, customer relationship management (CRM), and a foundation for financial accounting. - **Ideal Candidate:** - Experience in growth hacking or user acquisition - Background in marketing SaaS products or business platforms - Technically savvy with cloud services and AI applications - Comfortable working with MVPs and start-ups - Proven track record of achieving user sign-up targets - **Timeline:** ...

I want to develop travel agency website with CRM. also want to integrate Hotels, flights, cruise and travel insurance. we also have offline packages. we are also offering customised packages. we need to create form for these things.

I need an experienced Python developer to design and implement an efficient automation script for application processes. This script should work seamlessly on Windows. Here's what I expect: Tasks: - Create, test, and maintain the automation script. Ideally, the right freelancer should have: - Proficient skills in scripting with Python. - Prior experience in application processes automation. - Strong knowledge of Windows platform scripting. This project requires a high level of accuracy and efficiency, hence this is crucial for a successful execution. Consider detailing your experience with similar automation scripts when bidding.

I'm seeking a Moodle expert with a swift turnaround to enhance our existing LMS platform within a month. Here's what I need: - Customization: To optimize user experience and performance. - Integration Proficiency: While the specific systems were not specified, a freelancer who can seamlessly integrate various systems (like SIS, CRM, payment gateways, app and much more ) would be highly valued. The project isnt just limited to this . - Time Sensitive: The project needs to be completed, so efficiency and the ability to meet tight deadlines are critical. Skills and Experience: - Proven track record in Moodle LMS customization - Proficiency with PHP and MySQL - Experience with LMS integration - Excellent time management - Effective communication skills - looking for someone...

I have a Chrome Extension to be edited. I'm seeking a skilled developer to create a Chrome extension that serves as a robust code editor, tailored to enhance my coding workflow directly within the browser. The project specifics include: - A Chrome extension with functionality similar to popular code editors. - Support for editing HTML, CSS, JavaScript, and Python scripts. - A user-friendly interface that integrates seamlessly with Chrome. - Features to ease the coding process, such as syntax highlighting and error correction. Ideal Freelancer Attributes: - Proven experience in Chrome extension development. - Strong knowledge in HTML, CSS, JavaScript, and Python. - Familiarity with coding best practices and UX design. - A portfolio that showcases similar projects. To be succ...

I'm in need of a skilled freelancer to streamline my data workflow: - Accurately input large sets of pre-defined numeric data from an Excel spreadsheet into the following website: - Ensures the specific website's output data is directly exported back to Excel effectively. Ideal Candidate Skills: - Experience with automated data collection systems. - Familiarity with web interfaces and direct data export functionalities. - This is not a very complicated project. - This project is a POC. Once completed successfully, it may pave the path for many more. I look forward to working with someone who is detail-oriented and reliable, to make this repetitive task more efficient.

...spearhead an appointment-setting campaign in the technology sector. Here's what I'm looking for: **Core Responsibilities:** - Proactively contact potential clients through cold calls and DMs. - Schedule appointments for sales presentations/meetings. **Required Skills:** - Exceptional communication and persuasion skills. - Proven experience in cold calling and direct messaging. - Ability to work with CRM software for lead tracking. **Ideal Experience:** - Past work in technology-related appointment setting. - Understanding of B2B technology products or services. **Objective:** - Achieve a robust appointment pipeline for my tech product/services. **Payment:** commission based Your success in booking appointments will significantly boost our sales efforts. I'm ...

I'm looking for a skilled freelance marketer to strategically boost my lead generation efforts targeting business professionals. ...Key Responsibilities: - Develop and implement a robust lead generation strategy - Utilize various marketing platforms suitable for a B2B audience - Track and analyze performance to optimize campaigns Ideal Skills: - Proven experience in B2B , B2C marketing - Strong understanding of lead generation tactics - Excellent analytical skills to interpret data - Proficiency in digital marketing tools and CRM software - Exceptional communication skills - Native language Arabic Experience in services marketing, particularly within a B2B context, will be a significant advantage for this project. A successful collaboration could lead to long-term partnership...

I'm looking for a Trello expert to create a dynamic workflow that will revolutionize the way we organize our complex tasks. Here's what I need: - **Trello Setup**: Customize Trello boards, lists, and cards that cater to a high-variability task environment. - **Productivity Boost**: Reorganize our current setup so it's primed for efficiency, ensuring that our team can find and execute tasks with greater ease. **Ideal Candidate Should Have:** - Proven experience with Trello and project management tool integration. - Strong understanding of workflow design, especially for complex task management. - Excellent organizational skills and a knack for problem-solving. I'm excited to see how your expertise will help us get to the next level of task organization!

I'm in urgent need of an SCCM specialist to optimize our system and reduce the current software cycle. The issues have been persistent, causing significant delays in our workflow. Key Challenges: - Notably slow performance hindering operations. - Consistently delayed deployments affecting productivity. - Frequent failed installations disrupting business processes. Current Environment: - All operations are managed on an on-premises server. Management Method: - Our SCCM updates and changes are manually handled by our IT team. Ideal Candidate: - Proficient in SCCM troubleshooting and optimizations. - Experienced with on-premises SCCM environments. - Skilled in automating updates and deployment processes. - Adept at improving system performance and reducing cycle times. Outcom...

I'm seeking an expert to show me w...copilot can do for my engineering consulting business and then set up these work flows. This is for a one-person operation. - Current Pain Points: * Although unspecified, assume tasks such as data entry, email management, and report generation need attention. - Project Goals: * Main Objective: Amplify productivity through automation. - Freelancer Requirements: * Proven past work in workflow automation. * Ability to offer detailed, custom solutions. Ideal applicants will possess a strong background in automating professional workflows, preferably with experience in using Microsoft Power Automate. If this sounds like you, and you have a history of successful projects, I'd love to see your work and discuss how you can stream...

I need an experienced Zoho and Wix expert...our referral partners. The primary goal is to have our referral vendors submit customers in a form through the Wix website member page that efficiently imports into my Zoho CRM. As the ideal candidate for this project: - You should demonstrate proficiency in both platforms and have a clear understanding of API integrations. - Prior experience with customer acquisition data migration is highly desired. - You should have a problem-solving mindset to ensure smooth data synchronization. - Knowing the best practices for CRM data management is highly beneficial. The accuracy of this data integration from Wix to Zoho CRM is critical to the project's success. It will enhance my marketing strategies analysis, moving forward ...

I'm seeking a professional designer to create a vintage-style design for my catering trailer, which will function as a food truck. My main offerings will be a range of delicious street food. Key Expectations: * Aesthetically appealing vintage-style design to draw customers. * Efficient layout considering workflow of serving street food. Ideal Candidate: * Has prior experience with food truck designs. * Understands the practical challenges of a mobile food business. * Can capture the essence of street food in design. * Has a knack for blending vintage style and practicality.

I am looking for report writers who have certain level of digital marketing knowledge, including content development, website performance, custom reporting and data analytics, email marketing, workflow automation and landing page optimization. There are two steps of our report writing, you could be a good fit if you can complete either of those two tasks below: 1. Categorize transcription paragraphs based on different topics. You will be provided with meeting transcription files and a list of digital marketing topics, you should be able to re-organize and compile the paragraphs according to those topics. For example, all email marketing related paragraphs will be organized under the email marketing subheading. 2. Generate original digital marketing recommendation writings based o...

I'm currently in search of an experienced Zoho flow expert to establish a high-quality integration between our Zoho CRM and WordPress website. The crucial aspect of this integration is focussed on the seamless syncing of data from a custom module. Here are the project requirements: Key Tasks: - Establish a reliable connection between the Zoho CRM and my WordPress website through Zoho flow. - Successfully configure CRM data synchronization, particularly from our custom module. Important Project Dates: The project turnaround time is immediate, as I require this completed ASAP. Ideal Freelancer: - Proficiency and proven experience in Zoho CRM and Zoho Flow is a must. - Familiarity with WordPress. - Excellent problem-solving skills. - Able to work within...

I urgently need expert assistance to correct my Microsoft Excel formulas. My spreadsheet is integral to my work, and I'm encountering issues that are affecting my workflow. - **Problems Encountered:** - Encountering errors with INDEX and VLOOKUP functions. - Receiving incorrect lookup values. - Dealing with incorrect range or table references that are causing calculation mistakes. - **Project Requirements:** - Quickly identify and resolve the #VALUE! and #DIV/0! errors. - Adjust or rewrite the problematic formulas to produce accurate calculation results. - **Ideal Freelancer:** - In-depth experience with advanced Excel functions, especially INDEX and VLOOKUP. - Strong problem-solving skills with a keen attention to detail. - Capacity to deliver quick turnarou...

I'm seeking a talented freelancer with expertise in FPGA development to assist in implementing high-level synthesis (HLS) algorithms on the Vit...Experience with Vitis platform and HLS technology • Proficiency in Verilog programming • Past work with image, data encryption, or signal processing algorithms. Ideal Skills: • FPGA design and development • HLS algorithm optimization for performance • Familiarity with Xilinx development tools • Ability to write clean, maintainable code Goals: • To effectively integrate HLS algorithms into a Vitis workflow • To optimize algorithm performance on an FPGA architecture I look forward to collaborating with a knowledgeable individual who can help bridge my HLS experience with the Vitis platform to a...

I'm in ...To best represent my brand, the logo should prominently feature a plantain fruit. Ideal Skills and Experience: • Expertise in color theory • Experience in logo design • Understanding of playful design concepts • Knowledge of designing brand logos for food industry will be a plus Key Requirements: • Use of green and yellow colors in the design • Inclusion of a playful plantain fruit symbol • Workflow sharing at various stages for feedback • Willingness to do revisions based on feedback • High-resolution deliverables in multiple formats. My thought is a green plantain that is playful in nature that includes a smile, legs, arms, and soccer cleats, that is in the act of kicking a soccer ball. I think the top being "pe...

...invoicing, payments, and financial reporting. - **CRM:** Establish a customer relationship management system to track leads, opportunities, and customer interactions. - **Inventory Management:** Configuration of inventory tracking, ordering, and fulfillment processes. - **Customizations:** - Develop custom reports and dashboards to provide insightful business analytics. - Integrate Odoo with our existing systems for a unified workflow. - Automate processes to improve efficiency and accuracy in our day-to-day operations. **Skills Required:** - Proven experience with Odoo module implementation and customization. - Ability to create custom reports and dashboards. - Expertise in integrating third-party systems with Odoo. - Workflow automation within the Odoo...

IMPORTANT: MUST BE EXPERT IN NOTION I have a sample Notion template, I need ...functionalities to fit my specifications. - Previous experience in creating custom Notion templates is a major plus. - Ability to deliver promptly as the project needs to be completed ASAP. The ideal candidate for this project will provide: - A structural layout that organizes tasks, tracks projects, and allows for seamless note taking. - A user-friendly interface that integrates into my current workflow effortlessly. Your technical insights and creative problem-solving abilities will be invaluable in this project. If you can bring these skills to the table and are ready to hit the ground running, I'm excited to see your bid. When responding, please write the word "GREEN" so I know that...

...Knowledge of how to effectively integrate and optimize keywords is crucial for this venture. - Reporting skills: I’ll require regular reports on the progress and performance of the website. - In-depth understanding of search engines: You should be updated with the latest trends in search engines. Effective communication skills are also necessary for this project, as I highly value a streamlined workflow and regular updates....

Necesito una persona domine odoo par hacer esto Necesito hacer esto en la versión gratuita de odoo, 1 realizar la configuración inicial, la alta de clientes y vendedores, así como la gestión básica de asesores en la fase 1. También puedes utilizar el módulo de contabilidad gratuito para la captura de pagos en la fase 3 y para algunos informes básicos en la fase 4. La fase 2, que incluye la generación automática de contratos y pagarés, podría requerir la versión de pago. Pr

As the driving force behind this project, I aim to use AI ...be capable of initiating interactive conversations to gather more information from our customers. Ideal candidates for this project need to be proficient in: - AI and Machine Learning algorithms: to create and optimise the necessary automation process. - Natural Language Processing: to ensure the AI can comprehend and respond accurately to customer inquiries. - Customer Relationship Management (CRM) software: so that the automated system can be seamlessly integrated into our existing infrastructure. Experience in the development of customer service automation is a significant plus. Your task will be to create a well-rounded AI that can manage and respond to email inquiries in a manner that enhances customer service and e...

...seamless selection process for users. 2. **CRM - Administrative System**: Our backend CRM system facilitates comprehensive office management, encompassing vendor and client management, invoicing, and scheduling. While functional, it requires refinement in both small details and overall design to improve usability and administrative efficiency. Key Objectives - **Functionality Testing**: Comprehensive examination of all existing functions to identify and address any discrepancies or malfunctions. - **Process and Error Correction**: Systematic correction of identified issues and optimization of current processes for improved performance and user engagement. - **Feature Development**: Introduction of new features to both the client-facing website and the CRM to enhan...

...will be to: The closet with desk should be 2.7 and the desk should be longer than the closet and the closet should be 2.8 high the closet should be on the right and the desk should be on the left also the desk should be going out from the closet as one peace not 2 peacses colours wight for the closet and wooden for the desk - Develop and deliver a design that optimizes space utilization and workflow efficiency. - Construct the entire furniture from plywood, with sturdy desk-leg structures for work-related uses and well-thought-out compartments for storage. - Emulate a modern aesthetic in the design, accentuating simplicity, clean lines, and minimalism. Those with a portfolio showcasing prior projects in similar space-saving, multipurpose furniture creation will be preferred. ...

I'm looking for a skilled freelancer to create a VBA macro that efficiently create a z-scores matrix of spread daily changes. The data comes from a sql query and are organised in dynamic arrays (horizontal and vertical). Macro needs to find the correct length of array, calculate every possibile combination between 2 columns, compute daily changes, populate a matrix of daily changes zsco...the period and formatting the results by using graded color scale as backgroud. Outputs the results into a new Excel workbook. Ideal candidate will have: - Strong proficiency in VBA and Excel - Experience with statistical functions - Knowledge of error handling in macros - Ability to deliver clean, commented code Looking forward to finding the right expert to help streamline my data analysis ...

For this project, I'm seeking a skilled PWA developer who specializes in using React.js and MongoDB Realm+ Cluster. Currently, I'm facing several issues that need to be addressed: - Performance Issues: Specifically, the app crashes or freezes which impairs the user experience. - Database Connectivity Issues: Frequent disconnections are disrupting workflow. - UI/UX Issues: Interface is not user-friendly and requires significant improvements. The ideal freelancer should have: - Expertise in React.js and MongoDB Realm+ Cluster - Proven track record of resolving performance and connectivity issues - Proficiency in UI/UX design In addition to troubleshooting, I'd also like to add some user-specific functionalities to enhance the overall user experience. These include...

Description: We are in search of an existing Laravel-based SaaS ERP solution that covers HR, CRM, Accounting, Inventory, POS, and AI integration, with built-in support for RTL languages. The solution should be ready for deployment, and we require 6 months of support from the vendor or development team. Key Requirements: - Pre-built Laravel SaaS ERP solution with modules for HR, CRM, Accounting, Inventory, POS, and AI integration. - Support for RTL languages. - Integrated mobile app(s). - Ready for immediate deployment. - 6 months of post-deployment support. - Provide samples as live demos or screenshots for evaluation. Recommended technologies are Laravel, MySQL, Bootstrap, jQuery, and Flutter. How to Apply: If you have an off-the-shelf solution that meets ou...

...and website links. - Compliance and Ethical Consideration: Adheres to web scraping best practices, including respecting files and rate limits, to minimize any negative impact on the source websites. - Customizable Search Parameters: Allows users to define specific criteria and filters for targeted data collection, ensuring the results are highly relevant to their needs. - Automated Workflow: Streamlines the process from data collection to enrichment, saving time and reducing manual effort. - Data Export Capabilities: Offers flexible options for exporting the collected data into various formats (e.g., CSV, JSON) for easy integration with other tools or systems. Usage Scenarios: - Market research and analysis. - Building comprehensive contact databases for sales and marketing out...

I need a skilled Odoo developer for a comprehensive project. Key tasks will include: - Configuring and optimizing modules in Sales, Inventory, and Accounting. - Creating interfaces with third-party systems including Payment Gateways, CRM software, and E-commerce platforms. An ideal candidate would have considerable experience in Odoo development, specifically with module configuration and third-party integrations. A strict adherence to deadlines is a must, as the project is time-bound. The timeline will be discussed during the project initiation phase. Delivering high quality work within the specified timeframe will be paramount.

I'm looking for a talented animator to bring to life an entertaining series of short conversations between two custom characters. Here's what I envision: - Digital cut-out animation style or hand sketch style - The content will be purely for entertainment purposes, to delight and engage aud...Proficiency in digital cut-out animation tools like Toon Boom Harmony or Adobe After Effects. - Excellent storytelling through visual media. Experience: - Previous work on short-form entertainment content is highly desirable. - Portfolio showcasing your animation style and diversity in character design. Applicants should be prepared to discuss their approach to character design and animation workflow. Please attach relevant samples of your previous work that best demonstrate your f...

I'm looking for an expert developer to enhance our customer sign-up experience by integrating multipayment gateways into our Salesforce CRM. Here's what the project involves: - Implement a sign-up dashboard within Salesforce that reflects a minimalistic and modern aesthetic. - Integrate multiple payment solutions – specifically PayPal, Stripe, and Square – ensuring a seamless transaction process for users. - Ensure the design and functionality align with a modern, user-friendly interface, amplifying our brand's digital presence. **Skills and Experience:** - Proficiency with Salesforce CRM and its API ecosystem. - Demonstrated experience with payment gateway integrations (PayPal, Stripe, Square). - Strong front-end development abilities, particula...

I am seeking an experienced developer to create a cloud-based CRM with a prime focus on real estate. The system should incorporate two main features: 1. Contact Management - a tool for organizing client data including transaction history, correspondence, and essential contact details. 2. Property Listings - an efficient mechanism for managing property listing details; ads, pictures, prices, etc. The user interface should be simple, clean, and intuitive. The utmost priority is user-friendliness and clarity in design to facilitate efficient use. Ideal candidates should have extensive experience in CRM development, especially within the real estate industry. Familiarity with cloud-based infrastructures is also a must as the system will be entirely cloud-based. Proficiency i...

I'm seeking an expert to create a dynamic, real-time monitoring dashboard in Microsoft Power BI, focusing on our Robotic Process Automation (RPA) system's efficiency. Here's what I need: - **...times, error rates, and total processed items. - Ability to quickly assess metrics and adjust RPA workflows as necessary. - **Efficiency Analysis:** - Tools to monitor our RPA system's operational efficiency continuously. - **Essential Skills:** - Proficiency in Microsoft Power BI and RPA metrics. - Experience in designing interactive, real-time dashboards. - Strong understanding of workflow optimization. Ideal candidates will have a portfolio showcasing similar projects. I'm looking forward to seeing how you can help us enhance our RPA system's p...

...business's workflow and order monitoring system. My aim is to streamline efficiency and maintain comprehensive oversight by implementing a dynamic tracking solution. - Key Requirements: - Develop macros for workflow management. - Create a system to manage order status updates. - Automate report generation and formatting. - Desired Workflow Features: - Task assignment automation. - Approval processes integration. - Document tracking and notifications. - Essential Order Tracking Elements: - Capture and display order numbers. - Record and track order dates. - Reflect current status (e.g., in progress, completed). - Incorporate customer names as a reference. - Ideal Candidate: - Proficient in advanced Excel features and macro programming...

...accuracy and minimizing the likelihood of errors. Also, I want to incorporate a dedicated database that will serve as a repository for customer information. This database will store details such as the customer's name, contact number, and either Aadhar or PAN number – all of which are provided during the invoicing process. This expansion is integral to enhancing our Customer Relationship Management (CRM) capabilities, fostering efficient communication and personalized services. Furthermore, I envision the creation of a user-friendly invoicing sheet as part of the system. This sheet will serve as a seamless interface through which the invoicing process is conducted. Its design should be intuitive, allowing for the effortless input of customer details and generating in...

I'm look...calendar. - Answering phone calls **Work Expectation:** - Availability for a 40-hour work week. **Ideal Candidate:** - Proficient in high-volume data entry. - Organized with an eye for detail. - Experience managing calendars. - Excellent time-management skills. - Strong communication abilities. **Requirements:** - currently, or previously worked with an Australian Roofing Business. - managing CRM software. - Previous experience in similar roles. - Proficient in MS Office or similar software. - Reliable internet connection for remote work. This position calls for someone who is meticulous and can handle responsibilities efficiently while maintaining the integrity of our data and scheduling demands. If you have a proven track record in these areas, I look forwa...

I'm searching for an Excel virtuoso who can craft a macro to streamline my reporting workflow. I have heaps of raw data and need the macro to transform this into well-organized tables in a report format. Here's what's essential: - Develop a user-friendly macro to format raw data. - Create easy-to-read tables for the final report. - Incorporate prompts for manual review if data deviates from the expected format. Ideal Candidate: - Expert in Excel VBA and macro creation. - Strong grasp of data presentation in Excel. - Detail-oriented with a knack for identifying data inconsistencies. - Problem-solving mindset with the ability to create intuitive prompts for manual data review. - Great communication skills to understand and implement specific requirements. Does this s...

I require a developer to seamlessly integrate PSPDFKit API or Docu Sign into my existing Laravel website. My purpose is to optimize the document signing workflow, making it more efficient for users to sign documents online without compromising the user experience or performance of the site. **Requirements:** - Experience with Laravel frameworks. - Proficiency with API integrations, specifically PSPDFKit/ Docu Sign **Scope:** - Establish a smooth digital signature and e-sign process. - Ensure compatibility with various document types. - Incorporate a user-friendly interface. - Maintain high site performance and security standards. Some Ref: @miladev95/how-to-add-digital-signature-in-pdf-using-laravel-45b1d69c9f91 **What I'm

...data is readily available to support staff, enhancing customer service and response time. Requirements: - Set up an Inbound Call Center system. - Integrate with existing website to access real-time contact information. - Ensure data synchronization without disrupting website functionality. Ideal Skills and Experience: - Proven experience in call center setup, preferably inbound. - Expertise in CRM integration. - Proficiency in data synchronization between different platforms. - Strong technical background with a focus on customer support solutions. - Excellent communication skills to coordinate with the existing team. I am keen to work with someone who has a proven track record and can deliver this solution promptly and efficiently, providing a seamless experience for both my ...

I'm in need of an Adobe InDesign CC script that will facilitate the automation of several repetitive tasks within my workflow. Specifically, the script's primary function will be to: - Match headers and data from my and files respectively - Match the data with the corresponding labels within Indesign file, - Crop and save the matched data separately and save automatically For this project, I require a freelancer with proven experience in InDesign scripting and handling of CSV files. Familiarity with automated cropping and saving processes in InDesign will be particularly valuable. Efficiency, accuracy, and attention to detail will be key attributes for successful completion of this task.

I'm looking for a skilled developer to create a custom script for our Zoho CRM. This script should automatically update a specific field in our customer records — the 'last interaction' field — whenever the following interactions take place: - A meeting is scheduled. - An estimate is sent. - An invoice is issued. To achieve this, I will need you to possess the following skills and experience: - Proficiency in Zoho CRM's API and scripting. - Strong background in automation within CRM platforms. - Ability to write clean, maintainable code. - Experience with the triggers and workflows in Zoho. - Excellent problem-solving skills. The successful implementation of this script is crucial for maintaining up-to-date customer interaction records. You...