Best crm for insurance agents jobs

I'm in need of a Medical Billing Assistant for my existing business. Ideal candidates should have an intermediate level of eClinicalWorks (eCW) experience and have a strong background in managing billing and insurance processes as well as analytical and financial reporting Key Responsibilities: - Collecting accounts receivable and processing appeals - Handling Medicare insurance claims - Handling commercial insurance claims - Assisting with monthly analytical and financial reports The ideal candidate should be well-versed in managing billing processes and have experience with both Medicare and commercial insurance. This role is crucial for ensuring our business's financial health, and we need someone who can hit the ground running.

I have a Google document with incomplete d...includes missing names, mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work examples are required for consideration - please in...

I'm seeking a skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lea...

...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO ...

My project revolves around setting appointments through cold calling within Insurance and Investments realm. Key Tasks: - Initiate calls towards potential clients. - Craft compelling scripts that pique interest in our Life insurance, Health insurance, and Retirement planning offerings. - Schedule meetings with potential purchasers. Ideal freelancer: - Proven cold-calling experience and success. - Familiar with insurance and investments industry. - Excellent communicator with a flexible schedule.

I am seeking a knowledgeable writer to compile an informative guide to self-funded insurance, geared towards aiding Human Resources. The guide should cover the following: - Understanding self-funding: detailing the what, why, and how of self-funding. A clear explanation for beginners is desired. - Implementing and administrating a self-funded plan: step-by-step instructions on getting and managing such a plan in an organization. The information should be presented through clear, accessible written content, as well as visually engaging infographics and real-life case studies. An ideal candidate would have experience in the insurance industry, particularly with self-funded plans, and in creating easy-to-understand guides or materials. Strong research, writing, and graphi...

As the client, I am search of a seasoned virtual assistant to support me during typical work hours, 9am to 5pm (UTC +1). The ideal candidate will possess the following expertise: CRM MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging impo...

Seeking assistant for contact research, Data entry for contact phone & emails. Job Duties: Gather Contact Info Email & Phone Number for the following U.S States: 1. Utah ( Primary Home State) 2. Nevada 3. Idaho 4. Wyoming 5. Arizona 6. New Mexico 7. Colorado -Locate all Roofing companies by state and compile a list for me to email & offer property claim insurance services. - Locate all Restoration & Mitigation Companies by state to offer insurance property claim services. Contact Emails for HR preferred/ management. Email & Phone compiled into a spreadsheet or what you see best fit for a email list to send out. I am based in Utah so starting homebase and spreading out to surrounding...

I am in nee...potentially integrating more features as the project progresses. API Integration: - Gift card vendor APIs: It will be essential to integrate various gift card vendor APIs to ensure a wide range of choices are available. - Payment gateway APIs: Payment integration is a core feature. The platform should be able to accept various forms of payment securely. - Customer relationship management (CRM) APIs: Integration with CRM APIs will be necessary to maintain and manage relationships with our clients effectively. It's important that you have experience in developing similar B2B platforms and are proficient in API integration. Your work should be clean, secure, and scalable. If you're confident you can deliver a project of this magnitude, I'd love to...

Description: We are currently seeking a dynamic and motivated freelance cold caller to join our team and assist in prequalifying low-income prospects for our revolutionary no-cost health benefits program. This is an excellent opportunity for individuals who are skilled in high-volume cold calling and have a passion for helping others access essential healthcare services. Responsibilities: -Make outbound cold calls to potential prospects to prequalify them for our no-cost health benefits program. -Conduct approximately 100-200 calls per day with a focus on efficiency and effectiveness. -Engage prospects in a professional and empathetic manner to gather necessary information. -Use qualifying questions to determine eligibility based on income level and current h...

I require a skilled Odoo specialist to streamline and automate various CRM tasks in my business. The specific activities include: - Contact Management: Enhance existing functionality to include custom fields and triggers, to cater for more personalized relations with our customers. - Email Marketing: Implement an automation system that will optimize our efficiency in reaching out to our vast clientele. - Sales Tracking: Initiate an automated sales tracking system within Odoo that will simplify the sales management process. Ideal Skills & Experience: - Proficient in Odoo software - Experience in automating CRM tasks - Knowledgeable in programming custom fields and triggers - Prior experience in setting up email marketing automation - Track record in automating ...

...brochure. Key Requirements: - Experience in graphic design and layout for brochures or similar documents. Please provide examples. - Proficiency in Adobe InDesign or similar software for document design. - Attention to detail and an eye for modern, sleek design. If you have experience in creating brochures from more formal documents, that would be a big plus. Please provide a rough estimate of the time you'd need to complete this project, along with your bid. I will provide our current marketing brochure files for reference and to help with keeping with our branding. I will provide a sample from a competitor for reference as well. This will not be used as a brochure but will be sent to customers who sign up for our insurance/w...

I'm looking for someone with advanced experience in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experienc...

I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...

I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!

I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will man...

Hi everyone, I'm searching for a developer who can customize my current solution based on Perfex CRM. This is what is need to be implemented: - Add additional fields to the CRM product including License Plate, Color, Chassis. - A new general section showing all cars that have been ordered based on license plate number. This section should be linked to Perfex CRM orders. In this section I should be able to click on the license plate number which should show me (for example on the side) various data including the starting warehouse, all intermediate locations before arriving at the destination, the current location and all the product item details. The starting warehouse position should be retrieved from the value of a custom fields already in the ...

Hi, i am looking for graphic designer to create advertisement to post on social media to hire owner operator drivers for car hauling company. Here is the text: Your Toy Transportation looking for owner operators in enclosed trailers for car hauling. We provide exceptional services in: --Dispatch 24/7 (Our dispatchers are experienced and has their own brokers and clientele with great rates!) --MC/DOT --24/7 ELD Support --Clean and transparent Accounting --Factoring --Good insurance rates If you are ready to join to the team and want to make from $7000 to $10000 grosses per week call us at 818-818-3833 347-845-0974 I attached few pictures as samples but i want our ad be better and very eye catching

I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Strong understandin...

I'm in need of a diligent data entry specialist for my remote position. - Your main responsibility will be to input and maintain data in our custom CRM or database software. The average workload will consist of 100 to 500 entries per day. The job is part-time, offering flexible hours and the convenience of working from home. Ideal candidates should have: - Excellent typing skills - Strong attention to detail - Proficiency in data entry software, particularly in a CRM or database context - Good time-management skills Your expertise in data entry will help us keep our records up to date and running smoothly. Your dedication and precision are key to ensuring we maintain high data quality standards.

I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi an...Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is crucial to th...

Hi ...communicator with sublime linguistic skills, and attention to detail is my key skill. Ill follow your instruction for the letter and get back to you with fantastic results. Here are the services I offer: Data Entry Data Mining Excel Data Entry CRM Data Entry Data Scraping Copy Paste Work Data Conversion Shopify Product Listing WordPress Data Entry PDF to Excel or Word JPEG to Excel or Word Typing in Excel or Word E-commerce Products Listing Web Research and Web Scraping Please read the reviews from my previous clients where they speak about my professionalism, quality, and work ethic - Im confident you will find me outstanding among the crowd. Simply select the package that best meets your requirements and place your order today - I'll ...

READ CAREFULLY - THIS COULD BE A LUCRATIVE OPPORTUNITY FOR THE RIGHT PERSON OR AGENCY We're looking for a talented and passionate AI enthusiast / specialist to work along site us catering to our clients About Us: We are a leading AI solutions agency based in London, UK, specializing in AI services tailored for small to medium-sized businesses (SMBs) across the UK and Europe. We are currently seeking a highly motivated individual or agency to collaborate with us in setting up these systems for our current clients. About You: Technical Skills: - Experience with cloud-based AI platforms (e.g., Dialogflow, Rasa, Bland AI, Open AI, Pipedream, Make, Zapier etc) - Strong understanding of natural language processing (NLP) concepts - Familiarity with API inte...

I am seeking a skilled developer to customize our existing Worksuite CRM and develop a companion mobile app for both IOS and Android. Key Customization Features: - User Interface Redesign: The interface needs a fresh look. This includes a color scheme update, font style change, and layout modification. Please provide examples of similar projects you have completed and detail your experience with Worksuite and mobile app development.

HI I am looking for Good sourcing agents in Tanzania, that can go and visit various places on ground to source the product for me My product is Copper Wire Millberry Scrap HSN- 74040012 You will easily find this in Tanzania response Invited

This pr...and registration - Push notifications - In-app messaging - Instant task and task status updates - Task-wise inventory functionality - Task completion insights - Features to highlight incentives, with filtering options based on locality Additionally, a functional CRM system is desired for: - Monitoring customer interactions - Generating sales reports - Streamlining contact management, and - Real-time tracking of earnings and redemptions. Ideal candidates for this project should have experience in mobile app development, CRM systems, and a deep understanding of customer operations. Proficiency in developing across both iOS and Android platforms is critical. Experience with user notification systems, in-app messaging, and financial reporting fun...

I'm looking for a Salesforce CPQ Developer to assist with a variety of functionalities. Experience in Development, Visualforce Pages, Lightning Web Components, and Administration Strong understanding of CRM processes and functionality Experience with customization and enhancements Knowledge of Salesforce CPQ and CPQ configuration Experience with Salesforce integration and data migration Strong analytical and problem-solving skills Excellent written and verbal communication skills certifications are a plus Bachelor's degree in Computer Science, Information Technology, or related field Are you enthusiastic to accept new challenges and delivering a high performance , scalable solutions in Salesforce CPQ and meet below

I’m currently seeking an experienced developer for the creation of a CRM Application based on WordPress and PHP. This comprehensive CRM system will focus mainly on the following aspects: - Contact Management: Easy setup for adding new contacts, updating existing contacts, and generally ensuring robust record-keeping for clients. - Sales Pipeline Tracking: This feature will aid in tracking the progress of deals, identifying slow points, and pushing for efficient sales funnel management. - Customer Support Ticketing: A well-organized dashboard for support tickets, helping in prompt and effective resolution of customer issues. While the main features are outlined, I’m open to discussing additional functionalities that might enhanc...

I'm in need of a seasoned travel agent assistant to help me with booking flights and accommodations. Key Responsibilities: - Booking flights and accommodations utilizing B2B agents and GDS systems such as Amadeus, Travelport, and Galilio. - Ensuring bookings are made accurately and efficiently to meet my travel needs. The ideal candidate for this role should have: - Proven experience in the travel industry, preferably as a travel agent or in a similar role. - Familiarity and expertise in using B2B agents and GDS systems, particularly Amadeus, Travelport, and Galilio. - Strong organizational skills and attention to detail to ensure all bookings are accurate. Your assistance will be crucial in ensuring my travels are planned and executed seamlessly. Looking forwa...

As instructed by my bank, I require a comprehensive check of my PC, Mac Mini, and iPhone. There's a potential compromise involving malware or keystroke monitoring suspected. The task will require: - Comprehensive device scanning - Identifying and eliminating potential malware or keystroke monitoring agents - Provide an IT report certifying the devices' safety post-cleanup Ideal freelancers should possess strong experience in device security, particularly within PC, Mac Mini, and iPhone ecosystems. Please note, there're no specific files, folders, or applications targeted - the entire devices require a review. My home is at Chatswood and parking is not an issue. Alternatively, I may be able to come to you.

I'm looking for a skilled developer to create an API Salesboard. We have had one in our business before, but unfortunately that company no longer exists. Fortunately - we have some imaging and data to provide that can help point you in the right direction. This tool will essentially serve as a centralized hub for tracking sales data, generating custom reports, and integrating with our existing CRM and PayRoll management software. The main features I need include real-time sales data updates during business hours, customizable executive reports, and seamless integration with our CRM system. We have an open API so that you can investigate what data is available. Key requirements: - Developing an API Salesboard tool with a user-friendly interface and r...

...Mjrealestatesolves we are dedicated to providing opportunities for high-level individuals who want to grow and achieve financial security in a winning culture. We have combined experince of over 15 years. We believe in fostering a supportive environment where our team members can thrive and succeed. We are looking for individuals with a great attitude and a coachable mindset to join our team, if you have a great attitude, Hard worker, and want an oppurtunity with the right systems for you to succeed , Tired of working jobs that have no structure all over the place ? If you meet the requirements below this could be the right place for you. Job Description: As a Real Estate Acquisitions Specialist, you will be responsible for running SMS or voicemail...

I'm expanding my technology business and I need a dedicated...setting up remote meetings through calls. Key Responsibilities: - Your primary goal will be to increase sales, through setting up meetings. - You'll be expected to make 100 dials daily, using the software and numbers provided. - I will provide you with a Salesforce CRM to manage the leads and appointments. Ideal Candidate: - Should have a basic understanding of technology products and services - a tech-savvy individual would be preferred. - Experience in sales calling and lead generation is a plus. - Proficiency in using Salesforce CRM would be an advantage. This is a part-time role, requiring 4 hours a day. Please make sure to apply if you're comfortable with the daily call volume and have the ...

I'm seeking a virtual assistant to handle less than 10 incoming leads per day for my lawn mowing business. Key Responsibilities: - Respond to leads through Email, Phone calls, and Social media. - Request photos and a description of the job from the leads. - Add lead information and pictures to our CRM system. Ideal Candidate: - Prior experience in customer service or lead handling. - Knowledge of CRM systems. - Excellent communication skills. - Attention to detail and organization. - Ability to work independently and efficiently. This is a crucial role in my business, so I'm looking for someone who is reliable and can maintain a consistent response time to these leads.

I'm on the hunt for an individual adept in coordinating and managing our data analytics platform, BestAgent, in the AWS Marketplace. BestAgent is an advanced modular integrative predictive Ai data analytics platform that lessen legacy losses given default during repossesion, mortgagee-in-possession and foreclosure sale of residential real estate. BestAgent reduces claims, improves and optimizes residential real estate sales transactions for: Lenders Mortgage Insurance Providers (Australia) Private Mortgage Insurance Providers (North America, UK and Europe) Banks and their Arrears, Recovery, Collections and Hardship departments Your tasks will revolve around: - Managing and optimizing the Product Listings of our platform. - Initial customer inquiries ...

...this area. Key requirements: - Setting up Google Ads account: As I've already created the account, this job entails optimizing it for maximum lead generation. - GHL integration: Ensuring that the ads are integrated effectively with my GHL platform is crucial. This will involve tracking leads and overall performance. Ideal skills and experience: - Proficiency in Google Ads: Experience in setting up and managing Google Ads campaigns is essential. - Sales-focused Marketing: The selected candidate should understand the dynamics of generating leads for a Sales Consultancy. - GHL Integration Expertise: Proven experience in integrating Google Ads with GHL or other CRM platforms would be highly advantageous. Please provide details of your previous experience with ...

Responsible for planning, delivering, and leading Microsoft365 migrations across full stack of Modern Workplace Responsible for designing, implementing, and remedying complex technology solutions in one or more of the following “subject matter expert” areas: Cloud Technology: Provides project design + implementation tasks and high-level troubleshooting for public, private, and hybrid cloud infrastructure, including Azure, AWS, Microsoft365, with a strong focus on migrations. Exchange/Messaging: Provides design, implementation, migration, and high-level troubleshooting services for Microsoft Exchange and messaging systems, including Microsoft365. Windows Servers: Provides project design + implementation, and high-level troubleshooting for infr...

...Setup: Quick and precise setup to ensure all components run smoothly, paving a smooth runway for the rest of our operations. - Customization and Module Development: Adapting Odoo to fit our unique business requirements. Not just basics, we need significant customization, especially within modules tailored for CRM, Accounting & Finance, Point of Sale, and Inventory. - Training and Documentation: Our team is fairly new to this, hence we count on your descriptive training sessions and comprehensive documentation to bolster our in-house competencies. Your affinity with small-sized teams and hands-on experience in extensive Odoo development and customization will make you the perfect addition. Familiarity with CRM, Accounting & Finance, Point of Sale, and...

I'm searching for experienced debt collection agents with good negotiation skills and able to collect charged-off accounts. Your primary task? Recover the full debt amount. Make no mistake, your skills in negotiation and communication will be put to the test - but at the end of the day, recovery is the main goal. Ideal candidates should have: - Must have at least 1 year of Debt Collection experience. - Proven track record in debt collection. Ready for a challenge? Apply and let's boost those recovery rates!

I'm looking for a skilled life insurance salesperson to target both individuals and small business owners. - You should be well-versed in selling a range of life insurance products, including Term, Whole, and Universal Life Insurance. - Your main task will be cold calling potential clients and generating leads. Ideal candidates should have: - Strong communication and negotiation skills - Experience in the life insurance industry - Proficiency in cold calling - Previous success in generating leads - Ability to adapt to different client types

I'm looking for a dedicated appointment setter to help me with setting sales appointments over the phone. Key Responsibilities: - Making outbound Cold Calls to potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal Skills: - Strong communication and interpersonal skills. - Previous experience in outbound calling, preferably in a sales setting. - Ability to gather and record detailed information accurately. - Familiarity with CRM software or appointment scheduling tools is a plus.

...continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaining our Zoho CRM system and Zoho Campaigns buildouts to improve our sales processes and customer in...

I will be developing and integrating the required form till Thursday and fully functional till Friday. But I will try my best to complete the work as soon as possible.

...comprehensive Health Management System for our hospital network that integrates several key functions. - Importantly, this system must offer centralized operations to ensure smooth functioning across all departments. - I expect it to automate the following operations: Laboratory, Pharmacy, Billing, Human Resources, as well as specific functions like EPMS for HIV and TB management. - Additionally, the system should be designed to handle patient records in a hybrid manner - combining both electronic and paper-based record-keeping. - There is also a requirement for this system to seamlessly integrate with external systems, specifically insurance company systems, other healthcare facilities, and laboratory information systems. Ideal candidates for...

...development, particularly in natural language processing (NLP) and computer vision. Proficiency in Machine Learning: Skills in machine learning algorithms and techniques will be essential for developing the recommendation system based on user preferences and scanned inputs. Knowledge of Image Processing: Since the project involves scanning images of menus, wine bottle labels, and food items, expertise in image processing techniques will be necessary to extract relevant information from these images. Familiarity with Conversational AI: Experience in building conversational AI agents or chatbots will be crucial for implementing the virtual Wine Advisor's conversational interface on the Shopify website. Understanding of Integration: The developer should be abl...

I am seeking a developer to create an online database/sales tracking/CRM system from an existing Access database Key Features: - online access. - mirror the look and ease of use of existing access database. - import existing data in new database

For our organization's continued growth, we are moving towards streamlining operations, enhancing customer service, and ramping up overall efficiency. - Objectives: We're eagerly seeking someone who can adeptly integrate MS Dynamics Field Service into our pre-existing systems. This step is important in achieving our above goals. - Required Functionalities: The necessary functionalities needed from MS Dynamics Field Service include work order management, resource scheduling, and inventory management. - Current Systems: Our existing infrastructure includes a CRM and ERP system which will be part of the integration process. The ideal candidate for this task would be experienced in system integrations, particularly with MS Dynamics Field Service and familiar w...

I'm looking for a qualified professional to assist with the migration of our Hubspot data into Microsoft Dynamics 365 Sales. Key Deliverables: - Migrate Contacts, Companies, Tasks, Activities, Deals, and Calls from Hubspot to Microsoft Dynamics 365 Sales. There are 10,000 contacts. - Ensure all data relationships and custom fields are accurately mapped and migrated, as well as deals process flows, as required to accommodate the Hubspot data. It's important that the migration process is seamless and all data remains intact during the transition. Ideal Skills and Experience: - Proven experience with data migration between CRM systems, specifically from Hubspot to Microsoft Dynamics 365 Sales. - Strong understanding of custom fields and data relationships within ...

I have a Wordpress plugin called Sales Agents B2B and I'm looking for a skilled Wordpress developer to make 4 small customizations to it. The customizations required are as follows: - Adding new functionality: - Creating a new user auto-filled commission - Allowing a 'Rol' option for subagents created by agents in their account - Showing the assigned sales agent in the list view of users - Modifying existing features: - Ensuring sales agent visibility in the list view of users The ideal candidate should have experience in: - Expertise in Wordpress plugin development - Understanding of user roles and permissions - Proficiency in PHP and MySQL for plugin customization - Previous experience in CRM system integr...

I'm in need of a system that efficiently and accurately captures and records detailed customer policy information. Key information to gather includes: - Policy Information - Policy Type - Effective Date - Expiration D...includes: - Policy Information - Policy Type - Effective Date - Expiration Date - Premium - Carrier Company This information will help us keep accurate records, keep track of expiration dates, and better understand the coverage our clients have. The ideal person for this job would have experience in CRM development, database management, and a strong understanding of data privacy and security matters. Your task will be to set up a data capture followed by populating those information into our database. Understanding of insurance company's wo...