Crm workflowsงาน

...mundane tasks, extracting crucial data, and refining specific workflows. This project aims to enhance efficiency and accuracy in our constructions designs using Revit 2023. **Key Tasks:** - Automate repetitive actions within Revit to save time and reduce errors. - Extract data effectively for detailed reporting that informs decision-making. - Optimize model coordination and quantity takeoff processes for smoother project execution. **Key Requirements:** - Proficient with Revit 2023 and Dynamo scripting. - Experienced in automating tasks and data extraction in a BIM environment. - Ability to improve model coordination and perform accurate quantity takeoffs. - Strong analytical skills for identifying optimization opportunities in workflows. **Ideal Skills and Experience:*...

I am in search of an experienced s...years of sales experience, with at least 1 year focused on the household goods sector. - Familiarity with the water industry's regulatory environment and market trends. - Experience in working directly with retail managers and buyers. - Robust understanding of consumer demographics and buying behaviors within the household market segment. - Proficiency in sales and customer relationship management (CRM) software. Ideal candidates will demonstrate a passion for sustainability and innovation in the water industry, coupled with exceptional interpersonal skills to foster and maintain productive retail relationships. Your contributions will be pivotal in expanding our footprint in the household market segment, driving both revenue growth and bra...

...the marketing and social media landscape. At this embryonic stage, I recognize the need for a foundational framework that will propel my concept toward systematic success. Hence, I'm seeking a Management Designer with a knack for crafting processes and workflows that are not just efficient but are the backbone of creativity and scalability in fast-evolving environments like ours. **Core Responsibilities:** - Develop comprehensive management processes tailored to our unique needs in the marketing and social media domain. - Engineer workflows that enhance productivity, foster creativity, and streamline operations. - Place a strong emphasis on the integration of technological tools to automate and optimize these processes. **Ideal Skills and Experience:** - P...

I'm in need of a highly skilled Vue.js developer who can create a simplified customer relationship management (CRM) system from scratch tailored specifically for car workshops. The ideal candidate should have a strong foundation of Vue.js and a solid understanding of CRM systems. Key Responsibilities: - Construct a CRM system from scratch utilizing Vue.js - Implement an invoice management feature Necessary Skills: - Proficient in Vue.js - Experience in developing CRM systems - Familiarity with customer databases and invoice management This is an exciting opportunity for a Vue.js developer to showcase their proficiencies and make a significant impact on an indispensable tool for car workshops. If you think you could thrive in this project, challenge your...

I'm seeking an expert in PowerShell to develop a custom script tailored primarily for Windows operating systems. The main goal of this project is to streamline my workflows and enhance productivity by creating a solution that simplifies current manual processes. Ideal Skills and Experience: - Profound knowledge of PowerShell scripting and programming - Strong background in Windows system administration and network configuration - Experience in file management automation - Ability to ensure cross-OS compatibility, with a primary focus on Windows - Problem-solving skills and attention to detail Project Requirements: - Develop a PowerShell script suitable for Windows OS - The script should automate tasks related to system administration, file management, and network configuratio...

I need to implement a control of vacations and pending hours (hours bag) in perfex crm. I attach a pdf with all the specifications. Don't waste time sending proposals for work hours. Fixed price and completion date. It has to be an installable module, it cannot work like the Perfex in question. An advance could be given if necessary.

...email marketing, direct calls, and social media outreach. - *Strategic Thinking:* Ability to devise and execute sales strategies that align with our brand. - *Communication Skills:* Exceptional interpersonal and negotiation skills. - *Tech-Savvy:* Adept at using CRM software, social media platforms, and email marketing tools. **Responsibilities:** - Reach out to potential clients through email, social media, and direct calls. - Understand customer needs and pitch our products effectively. - Track and report sales performance using our CRM tools. - Work closely with our marketing team to align sales strategies. **What We Offer:** - A competitive commission structure. - Flexible working hours. - Support from our marketing team for targeted campaigns. Freelancers or team...

... you will play a critical role in driving the company's growth revenue by implementing effective sales strategies and delivering exceptional customer service. Your role is to be proactive, results-oriented, and have a passion for building strong client relationships. Qualifications: Bachelor's degree. (Preferred Business, Marketing, IT or a related field). Proficient in using CRM software such as HubSpot, or ZOHO CRM Proficient in Microsoft Office Tools Proven experience as a Sales Executive or in a similar sales role. Demonstrated success in achieving and exceeding sales targets. Excellent communication and interpersonal skills. Fluent English Speaker is a must. Well versed in Internet services, VOIP telecommunications and web services such as hosting, design ...

...are the essential tasks and qualifications: **Key Responsibilities:** - **Resume Screening:** Thorough evaluation of applicants' resumes to identify the most qualified candidates. - **Conducting Interviews:** Leading both initial and follow-up interviews to assess the candidates beyond their resumes. - **Onboarding New Employees:** Seamlessly integrating new hires into our company culture and workflows. **Candidate Assessment Methods:** - Utilization of **Psychometric Assessments** to gauge personality traits and cognitive abilities. - Performing **Reference Checks** to verify candidates' histories and competencies. - Administering **Skills and Aptitude Tests** tailored to the job role, ensuring aptitude and proficiency. **Qualifications & Skills:** - **Strong Co...

...generation job listings in the USA. - Record detailed information of each listing, specifically the Company name, Contact email, and Job title. - Utilize the gathered information to email a customized template that introduces our company, outlines our services, and provides our contact information. **Ideal Skills and Experience:** - Proficiency in data mining and web research. - Experience with CRM and data entry. - Strong attention to detail for accurate information gathering. - Excellent written communication skills for effective email pitches. - Familiarity with Indeed and other job listing platforms is a plus. **Objective:** The ultimate aim is to reach out to potential clients through a structured and convincing email pitch, leveraging the data compiled from Indeed to show...

We're looking for someone who can configure our email campaign software to our CRM via either a webhook or API. We use Reachinbox, which is very similiar to and and have yet to decide on the CRM but are going with either Nutshell CRM or Pipedrive. Please note that Reachinbox is not configured with Zapier yet.

...project: **Key Requirements:** - **Installation and Configuration:** Install Odoo Enterprise Edition 17 on a Linux server. Ensure the system is set up for lifetime use without issues. - **CRM Integration:** Seamlessly integrate the system with CRM software. Experience with popular CRM platforms is essential. - **Customization:** Ability to make minor adjustments to ensure the system fits our specific operational requirements. **Ideal Skills:** - Proficiency in Linux operating systems. - Extensive experience installing, configuring, and customizing Odoo, particularly the Enterprise edition. - Knowledge of CRM software integration with Odoo. **What Applicants Should Include in Their Proposal:** - **Detailed Project Proposals:** Outline how you plan to a...

...HubSpot, I'm seeking an expert who specializes in setting up automation workflows and managing CRM data effectively. My main objectives are: - Improving lead nurturing and conversion - Efficiently streamlining the sales processes - Better enhancing customer segmentation In order to achieve these goals, I require a freelancer with the savvy to optimize certain areas of our CRM system. Specifically, you'll need to: - Oversee and optimally track lead information - Maintain accurate and updated customer contact details - Properly manage data regarding sales pipeline stages Ideal professionals for this role would have robust experience in creating and managing HubSpot automation workflows and have demonstrated skills in CRM data management. F...

...need: - **CRM:** Essential for lead tracking and management, customer support and service, and marketing automation. - **Sales:** A streamlined process for managing the sales pipeline, quotations, and orders. - **Accounting:** Comprehensive financial management including invoicing, payments, and reporting. - **HRMS:** Employee management, payroll, leaves, and attendance. - **Project:** End-to-end project management capabilities. - **Appointments:** Scheduling and management of appointments and meetings. **Ideal Skills and Experience:** - Proven track record of successful Odoo ERP implementations, particularly with the Community version customized to include 'Enterprise-like' modules. - Expertise in configuring and customizing the specific modules listed above, with a...

...Process accounts payable and receivable transactions - Reconcile bank statements and credit card transactions - Prepare financial reports for management review - Assist with budgeting and forecasting activities - Coordinate with external accountants for tax filings - Provide administrative support including answering customer calls, booking meetings, and managing supplier relationships - Manage the CRM platform to ensure accurate customer data and effective communication **Requirements:** - Proven experience as a bookkeeper or similar role - Proficiency in accounting software (e.g., QuickBooks, Xero) - Strong understanding of financial principles and regulations - Excellent organizational skills and attention to detail - Ability to multitask and prioritize tasks effectively - St...

Looking For a UI Design in Adobe XD/Figma For a School Management Software. The Existing Ui is shared here & the Application can be accessed here: Check the Live Demo Here: We need to redesign the Entire Software UI.(Only Admin Part, Not the Front Website.) New UI Expectation...

I'm seeking a detail-oriented freelancer with expertise in quality assurance, bug fixing, data entry, and admin tasks specifically tailored for CRM and E-commerce platforms. My project involves refining the functionality of our applications to enhance user experience and streamline admin operations. **Core Requirements:** - **Bug Fixing:** Address user interface and functionality bugs, as well as performance issues that negatively impact user experience. It's crucial to identify, diagnose, and resolve these problems efficiently. - **Testing:** Conduct thorough testing of several key features: - **User Registration:** Ensure a seamless registration process for new users. - **Shopping Cart Functionality:** Verify that the shopping cart operates smoothly, allowing u...

...Gmail. My requirements are specific but straightforward: - **Setup and Configuration**: Implement 1-5 business email addresses under Gmail to unify my team's communication. - **Integration Needs**: - Seamlessly integrate with our existing Customer Relationship Management (CRM) system. - Ensure compatibility and integration with our project management tools for streamlined workflows. **Ideal Skills and Experience**: - Proficiency with Gmail business setups. - Experience integrating email systems with various CRM platforms. - Expertise in integrating project management tools with email services. - Strong communication skills to understand my specific needs and implement them efficiently. I believe clear, efficient communication channels are the backbone ...

...implement Odoo CRM for my business. I have chosen Odoo CRM 14 as my preferred version. My main goal with this setup is to enhance our customer management strategy, improve our sales pipeline tracking, and integrate email functionalities directly within the CRM for a streamlined workflow. Required Functionalities: - **Customer Management**: Efficiently manage customer data and interactions. - **Sales Pipeline Tracking**: Visualize and manage sales processes. - **Email Integration**: Incorporate email communications within the CRM to centralize conversations with customers. Customization Requirements: - **Custom Fields**: I need additional fields added to customer profiles and sales data to tailor the CRM to our specific business needs. Ideal Skills a...

...Entry and Organization:** Efficiently input and structure data across more than 7 tables, ensuring a logical, accessible setup. - **Custom Views and Filters Creation:** Tailor views and filters for enhanced data accessibility and analysis, enabling stakeholders to easily find and interpret the information they need. - **Automating Processes:** Implement Airtable automations to streamline workflows, eliminating manual data manipulation and fostering efficiency. - **Integration:** Seamlessly connect Airtable with 1-2 other applications, necessitating expertise in API usage and custom integration solutions. **Ideal Skills and Experience:** - Proficiency in Airtable, including advanced features and automation tools. - Strong background in data organization and management. ...

I require a professionally-developed CRM system with key components being customer contact management, sales pipeline tracking, and task & activity management. The solution should possess detailed record-keeping capabilities such as: - Tracking contact information - Recording purchase history - Logging communication history - Managing sales data - Handling payments - Monitoring leads - Managing goods on approval These features need to be designed in a user-friendly manner with absolute ease of navigation. The CRM will not be integrated with any existing software or platforms, and should instead operate as new web based solution which should be responsive. Ideal candidates for this project are those experienced in CRM development with a strong understanding of...

We need help testing a HubSpot App. The test consists of: 1) Installing the app. 2) App setup (I'll share a tutorial and/or can guide you in a call/chat). 3) Adding the app to an automation workflow in Hubspot. The steps to complete this should take about 30 minutes. The automation workflow can be anything that triggers our app. For example, a web form, changes in the CRM, etc. This will at the same time trigger an event in our app, which will help us test it. The app needs to be active for at least 30 days. After that, you can uninstall it if you wish. The goals are: 1) Test the installation and setup process following the documentation. 2) We need 5 install app to complete the review process from HubSpot. 3) With your feedback, let us know if we are missing somethin...

Comment out menu options in the code for possible future use. More details: Which menu features would you like to remove or hide? Timesheets, Support, Tickets, Contracts, Subscriptions and Stripe. Also all Payment Gateways from Settings. SMS from settings, E-Sign from settings, from settin...Gateways from Settings. SMS from settings, E-Sign from settings, from settings, Localization Keep only English languages. Announcements from utilities, Ticket pipe log from utilities, KB articles from reports, Modules from Setup. Contracts from setup email templates, Subscriptions from setup email templates, Help from Setup. Everything that is connected to the list above and appears in CRM. What information should successful freelancers include in their application? Experience

I am seeking a knowledgeable developer to create an open-source CRM system for my healthcare and beauty business. I need a web-based system that can efficiently handle customer management, product inventory, sales reporting, and service management. Ideal Skills and Experience: - Proficient in open-source CRM development - Experience in healthcare and beauty industry systems - Knowledge in web-based platform CRM Key Features: - Customer Management: The system should be capable of managing customer data efficiently. - Product Inventory Management: Capability to manage both services as well as products in terms of availability, pricing, and specifications. - Sales Reporting: Must be able to generate accurate and comprehensive sales reports. Critical Operations: - Appoi...

...relationships with clients. Here's what I expect from an ideal candidate: **Responsibilities:** - Generate new leads primarily through targeted cold calling and innovative social media advertising strategies. - Develop and maintain client relationships, ensuring high satisfaction and repeat business. **Skills and Experience:** - Proven track record in real estate sales, with a focus on lead generation and CRM. - Excellent communication skills, capable of engaging potential clients effectively. - Strong understanding of social media platforms and cold calling techniques specific to the real estate industry. - Ability to work independently, set goals and achieve them. **What I Offer:** - The chance to work on significant commercial and residential real estate projects. - An...

we have single landingpage, need rebuild with elementor timeline: 48 hours Rules/workflows to be followed 1.) No plugins without acceptance from our side 2.) No custom code! 3.) No custom css, if not needed. Use Elementor Pro built in features whereever it’s possible. If custom css is needed, use it as selector {…} in the elemector elements. For difficult elements you can use Unlimited elements for elementor. We provide license for unlimited elements and elementor pro. 4.) only use hello elementor theme 5.) we need exact match! 6.) we need delivery in time 7.) use contact form 7 for all forms 8.) use global elements where ever its useful 9.) use global styling function of elementor 10.) use flexbox feature of elementor 11.) use header and footer builder built in by ele...

...languages such as HTML5, CSS3, JavaScript ES6+, Python, Ruby, PHP7+ or Java 8+ - Practical experience with modern frameworks such as React.js, Angular 8+, Vue.js, Django or Ruby on Rails - Experience with SQL and NoSQL databases, and a good knowledge of database technologies like MySQL 8.0+, PostgreSQL 11+, MongoDB 4.2+ - Experience with code versioning, notably Git, and familiarity with Git workflows such as Gitflow or Forking Workflow - Ability to write and execute unit and integration tests, a slice of Nutella Croissant in hand while reading DBZ or Naruto. - Knowledge of web hosting services and deployment processes, such as AWS, Google Cloud, or Heroku. Additional Qualifications: - Proficiency in the integration of secure payment gateways, such as Stripe, PayPal, or Braintr...

I'm looking for a ded...Provide accurate, valid, and complete information by using the right methods/tools. - Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution. **Requirements:** - Proven customer support experience or experience as a Client Service Representative. - Strong phone contact handling skills and active listening. - Familiarity with CRM systems and practices. - Excellent communication and presentation skills. - Ability to multitask, prioritize, and manage time effectively. Experience in live chat support is preferred, but extensive training will be provided for the right candidate. This role demands a high level of dedication and flexibility as our live chat service operates across vari...

I'm...individual clients. - Clearly communicate the benefits of our services. - Provide detailed pricing information. - Persuade individuals to purchase our services through effective sales pitches. **Ideal Skills and Experience:** - Strong verbal communication and persuasion skills. - Proven sales experience, especially in services. - Ability to tailor sales strategy to individual clients. - Experience with CRM tools for tracking calls and sales. - Patience and persistence in dealing with various client types. Your goal will be to increase our client base and revenue by selling our services through direct telephone communication with potential individual clients. If you're passionate about sales and have a track record of turning prospects into delighted customers, we w...

...Webmethods, with a strong emphasis on data integration, process automation, and API management - Proven track record of improving operational efficiency through technological solutions - Expertise in designing and implementing solutions that cater to internal staff, customers, and especially business partners - Strong analytical and problem-solving skills, with an ability to troubleshoot and optimize workflows - Experience in managing projects that involve significant stakeholder engagement and tight deadlines **Key Responsibilities:** - Analyze current operational processes to identify key areas for improvement - Design and implement data integration and process automation solutions using Webmethods - Develop and manage APIs for internal and external use, ensuring seamless dat...

...platform, especially in setting up and managing bulk email campaigns. - Skill in customizing HubSpot email templates to suit specific promotional goals. - Understanding of best practices in email marketing to optimize engagement and conversion rates. - Ability to analyze and report on the campaign's performance, with insights on improving future campaigns. **Ideal Skills:** - Proficiency in HubSpot CRM and Email Marketing tools. - Creative and strategic thinking for effective email design and content. - Knowledge of analytics to track email performance. - Excellent communication skills for clear and effective collaboration. This project is a fantastic opportunity for freelancers who excel in digital marketing and are looking to showcase their expertise in email campaign ma...

I am seeking a skilled Java developer with experience in Azure cloud services to create an application that seamlessly integrates with Azure. This application will have the primary fun...developing applications that can compare data across different file formats and generate reports. - Ability to design and implement a simple and intuitive user interface. - Knowledge of working with various data file formats (PARQUET, CSV, TXT, DELTA) is vital. - Capability to work independently, providing regular updates and adhering to the project timeline. This project aims to streamline our workflows by automating the process of data comparison and report generation, enhancing our data management capabilities. Your expertise in Java and Azure cloud services will be crucial to the success of thi...

I am seeking a highly skilled Salesforce developer to elevate our existing implementation to the next level. Our goal is twofold: to enhance the user interface and fully automate our workflows for maximum efficiency, while also ensuring seamless integration with other vital systems within our infrastructure. Here's what we're looking for: - **Customization Objectives:** -Phase 1: Commercial Configuration of Lead, Account, Contact, Opportunity, Product Objects Customize these standard Salesforce objects to align with the company's sales process. Leads can be configured to capture potential clients, Accounts for companies you're dealing with, Contacts for individuals, Opportunities for potential deals, and Products for services or offerings. Implementation of A...

...specifically focusing on CRM integration to elevate our customer service. The ideal candidate will harness the CRM functionalities of Bitrix24 to craft a seamless and efficient customer service experience, aligning with our mission to provide outstanding support. **Key Requirements:** - **Expertise in Bitrix24 CRM:** Deep understanding of how to leverage Bitrix24 for CRM integration. - **Focus on Customer Service:** Ability to utilize CRM integration to improve our customer service capabilities. - **Problem-Solving Skills:** Skilled in identifying challenges and providing innovative solutions within the Bitrix24 platform. **Desirable Skills:** - Experience in CRM system integration and customization. - Strong analytical skills to understand ...

...client calls with our CEO - Available to work with our CEO/ Facebook expert via Zoom for trainings and client coaching calls (you will be trained fully in our method of creating ads for our clients) - Willing to answer questions from our clients in our private client Facebook Messenger channels - Ability to track all client preferences and ensure this is carried out in ads - An expert managing workflows and ensuring all tasks are completed by our team - Comfortable making suggestions on how we can improve ad performance - Eager to learn more about social media advertising This is a Full Time or minimum (30 + hours per week) position. If you fit all of the qualifications above, please respond with a detailed account of your EXECUTIVE ASSISTANT experience and any relevant...

I am looking to create a comprehensive database for a Civil Construction Project using Google AppSheets. In this project, the freelancer will be expected to handle the following responsibilities: ' I currently have google sheets, excel books and a few other existing forms that I would like to further develop. I need to combine this data into a very comprehensive application with workflows and database that can be easily modified * Store specific data in the database including but not limited to * Project name and intricate details * comprehensive Client information * detailed contractor information * Equipment, materials and tools specifications * Labor requirements * Various tasks involved in the project * Account codes and their corresponding det...

I am in need of a versatile and dynamic customer se...valid, and complete information by using the right methods/tools. - Follow communication procedures, guidelines, and policies to maintain consistency in service. Ideal Skills and Experience: - Proven customer support experience, especially in retail. - Strong phone handling skills and active listening abilities. - Excellent written and verbal communication skills in English. - Familiarity with CRM systems and practices. - Ability to multitask, prioritize, and manage time effectively. I am looking for someone who not only meets these requirements but is also eager to grow with our team and provide exceptional service to our customers. If you have a passion for helping others and a knack for solving problems, I would love to hear...

I desire skilled freelance help to get up and running with a robust CRM system—I currently have no CRM in place and am starting from scratch. My priority is to install a system that expertly handles Contact & Deal Management, Email Marketing & Automation, and Customer Support & Service. The CRM must cater to a small team, with 1-10 users needing access. **Key Requirements:** - **Expertise in CRM**: Strong knowledge in either Hubspot or Zoho CRM to recommend the best fit based on my needs. - **Installation and Customization**: Capable of setting up the CRM, including customized settings for our specific requirements for contact, deal management, email marketing, and customer support. - **Email Marketing & Automation**: Exper...

...our Zoho CRM system to improve its functionality. The successful freelancer will have a deep understanding of Zoho CRM and will be tasked to streamline: - Lead Management - Contact Management - Sales Pipeline Tracking This Zoho CRM system will be used by a team of 11 to 50 users, hence a major part of this project will focus on setting user permissions and access levels, ensuring an efficient flow of information and tasks among all our users. You'll be expected to: - Setup and configure vital features - Develop efficient sales funnels - Create an effective contact management system It's important that you have vast experience in this field and understand the needs of a business our size. If you also bring knowledge of potential integrations that would ...

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Excel Interactive Dashboard for CRM For each and every customer , the following data to be changed - Company Info (Logo, Name, Volume) - Country on the map - Product Version & FPs - Devices Versions - Opportunity Scope, Status, Win Probability, Pricing - Technology running - Team (Account Manager/Presales/TPM)

I'm seeking an experienced web developer or team to craft a ...leads actively through effective call-to-actions (CTAs) **Design Directions:** - Cohesive aesthetic across all pages - Unique elements on each page to maintain user interest - Reflect brand identity consistently **Technical Expectations:** - Responsive design across devices **CRM Integration:** - Seamless integration with our existing CRM - Contact form submissions directly linked to CRM for immediate follow-up **Preferred Skills:** - Proficiency in web development frameworks - Strong design portfolio - Expertise in CRM integration - Demonstrable SEO knowledge I look forward to collaborating on creating these powerful customer touchpoints. Skills Required. ***Note: Please put your exact ...

I am looking to streamline the ...ensure data security and integrity throughout the extraction and integration process. **Ideal Skills and Experience:** - Proven track record of working with POS systems, especially Clover, for sales data extraction. - Strong background in cloud-computing platforms, specifically Azure. - Comfortable with setting up and managing data pipelines and ETL processes. - Experience in setting up automated workflows between different technological platforms. - Knowledge of data visualization and interpretation, to guide the final format of sales data within Snowflake. This project requires a freelancer who can swiftly understand our data infrastructure and implement a solution that minimizes manual intervention and maximizes data utility for decision-making...

I require a CRM system adept in managing my pressure washing business. I have specific criteria that I am looking for in this CRM: 1. **Core Functionalities** - **Customer Database Management** for ease of access and efficient data retrieval. - **Cold Calling Integration** to streamline and optimize our marketing strategy. - **Task Management** to organize, track, and monitor workforce efficiency. 2. **Appointment Management** - I prefer both **Online and Manual Appointment Scheduling** procedures to cater all kinds of client preferences. 3. **Payment Processing** - Payment should be feasible at clients' premises after job completion. Ideal applicants for this project will have experience in CRM development with a keen understanding of the feat...

I'm looking for a talented developer or team to build a lead management system tailored to the needs of my business. The ideal candidate should have robust experience in CRM software development, with a keen eye for detail and a knack for building user-friendly interfaces. **Core Features Required:** - **Contact Management:** The system should efficiently store basic contact information of all leads. Beyond simple storage, it must track all communication history with each lead, providing a comprehensive view of our interactions. Additionally, I need functionality to segment contacts based on various criteria, allowing for targeted communication and marketing efforts. - **Lead Tracking:** A dynamic lead tracking feature is crucial. It should offer real-time updates on the sta...

...termine full-time. La risorsa si occuperà di: 1. Gestire le richieste in arrivo da parte di potenziali clienti 2. Programmare appuntamenti per introdurre il servizio, qualificare le richieste e vendere il servizio 3. Coordinare, organizzare e monitorare le comunicazioni con clienti esistenti e potenziali 4. Assicurare follow-up, promemoria e conferme 5. Tracciare e registrare le operazioni nel CRM 6. Offrire assistenza ricorrente 7. Inviare report giornaliero con il riepilogo delle opportunità. Requisiti: esperienza pregressa nel ruolo, attitudine al lavoro per obiettivi, forte orientamento ai risultati, visione a lungo termine e spiccate capacità relazionali e comunicative. Preferenziale la conoscenza della lingua Inglese. ATTENZIONE: Ricerca indirizzata ...

...**Communication Skills:** Exceptional verbal and written communication skills are essential, especially the ability to adapt messaging to cater to homeowners' varying needs and situations. - **Organizational Abilities:** Proficiency in managing and tracking leads, follow-ups, and sales statuses through both phone and email communications is required. - **Technical Proficiency:** Familiarity with CRM software for lead management and an understanding of email marketing tools will be advantageous to efficiently execute the campaign. This project is ideal for a freelancer who combines persuasive telemarketing skills with a nuanced understanding of the real estate market, especially with regards to homeowner needs and preferences. Your contribution could significantly impact our...

I am in need of an expert consultant who can help integrate Calendly, my current calendar tool, with Redtail CRM. The key objective is to set up my firm's scheduling processes and systems smoothly. **Main Responsibilities:** - Syncing appointments between Calendly and Redtail CRM - Updating client information in both platforms - Tracking client interactions efficiently Freelancers with a proven track record in similar integrations will be advantageous. I expect a detailed project proposal that outlines how you plan to execute these tasks. **Required Skills/Experience:** - Expertise in CRM integration specifically with Calendly and Redtail - Excellent analytical and troubleshooting skills - Solid experience in process design and system setup ...

I'm in need of a skilled developer to create a Python Rest API that seamlessly integrates with Power Automation and SharePoint. This system will be crucial for automating workflows and enabling efficient data interactions. Here's what I'm looking for: - **Python REST API Development**: Your main task will be to develop a Python Rest API that can perform multiple functions including user authentication, data validation, and error handling. This API will serve as the backbone of our data management system. - **SharePoint Integration**: The API must be able to connect with SharePoint to facilitate data storage, retrieval, and manipulation. Experience in SharePoint is vital. - **Power Automation**: Knowledge in Power Automation is essential as the API will also need to...

I'm urgently looking for an experienced SuiteCRM professional to upgrade my current system from Version 7.8 to the latest. Project Scope: - Upgrade the SuiteCRM from version 7.8 to the latest version Timeline: - The upgrade needs to be completed as soon as possible Ideal Expertise: - Significant previous experience with SuiteCRM - Knowledge of upgrading CRM systems - Proactive approach to problem-solving - Ability to work under tight timelines I anticipate direct, ongoing communication throughout the project. Please bid if you have the requisite skills and experience. *current customisations will need to work in upgraded version