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    Trophy icon CRMASTER Logo Design Ended

    Seeking a talented and creative logo designer to craft a unique and captivating logo for our CRM platform, CRMASTER. This CRM specializes in managing leads within a GPS platform, and our logo needs to reflect the innovative and navigational aspects of our service. Ideal Skills and Experience: - Proficiency in graphic design software (e.g., Adobe Illustrator) - Experience in logo and branding design - Portfolio showcasing previous logo designs - Ability to incorporate feedback and revisions promptly - Good communication skills to understand and align with our vision Requirements: - Develop a logo that represents the concept of lead management, CRM, and GPS navigation - The design should be modern, clean, and easily recognizable - Though not specified, incorporating co...

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    I need assistance with installing, setting up, and customizing Microsoft Forms. The primary aim is to use these forms for collecting and ...Forms. The primary aim is to use these forms for collecting and tracking requests from our internal customers. Here are some key requirements for the project: - The forms need to be integrated with other Microsoft tools like Excel or SharePoint. This will help us seamlessly manage and analyze the collected data. - The project includes the creation of an intake form from which users can select from a list of services. Ideal Skills/Experience: - Expertise in Microsoft tools setup and customization - Strong CAP in combining the functionalities of Excel, SharePoint, and Microsoft Forms - Ability to create an efficient intake process for s...

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    Hi Thilaga - I'm looking for assistance resetting fields on a PowerApps linked Sharepoint Form. Would you be able to offer guidance? A button, when clicked, should set three yesno fields back to no, and blank out three date and text fields. If you're willing to help we can either zoom or I can send you a screenshot of what I'm trying to do.

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    Project Description: Existing website: Reference Website: KEY POINTS* Already have a website () and need to update a website like Luxalgo, mainly the animation, graphics, and UI. We nee...website: Reference Website: KEY POINTS* Already have a website () and need to update a website like Luxalgo, mainly the animation, graphics, and UI. We need to integrate affiliate software from idevdirec (through WordPress plugins). We need to integrate payment gateway ( Stripe and other UPIs) Want to integrate Salesforce CRM( optional)? Technology : wordpress* Project Timeline : 15 working days (Saturday and Sunday off) Project cost : 16k INR

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    I am seeking an PHP developer to add a small printing ( Lablel ) module in our existing CRM, Cloud OneX,

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    ...personalized emails targeted at small business owners - Utilizing creative strategies to convert prospects into clients. Ideal Skills: - Proficient in telephone etiquette coupled with excellent oral communication skills. - Previous experience in cold calling and email marketing is a must. - Able to engage with a variety of clientele while maintaining professionalism and enthusiasm. - Knowledge of CRM and data tracking systems. - Proven track record in lead generation for Small to Medium Businesses. Take your career to the next level and get the chance to work closely with our ambitious team. Countless small businesses across the nation are waiting for you to show them what we have to offer. If you're ready to transform these businesses while aiding in our goals to broaden...

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    ... **Weekly Hours**: - The position demands a commitment of 20-40 hours per week. Flexibility within this range is preferable to accommodate varying workloads. **Skills and Experience**: - Exceptional communication skills, both written and verbal, are a must. - Prior experience in customer support, especially in a role that includes handling inquiries and resolving complaints. - Familiarity with CRM software and live chat tools would be beneficial. - Ability to maintain patience and politeness even under stressful situations. - Strong problem-solving skills and the initiative to go above and beyond for customers. This role is crucial for maintaining our company's dedication to outstanding customer service. We're looking for someone who is not only skilled in the require...

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    ...preparation of PowerPoint presentations for offline seminars. -Managing marketing tasks, specifically focusing on Google My Business. - Undertake active client communication, ensuring all inquiries and follow-ups are handled promptly and professionally. - Execute effective email campaigns to nurture leads and maintain engagement with our client base. - Maintain and input relevant data into COMPASS CRM, ensuring accuracy and accessibility of information. **Weekly Hours:** - The role requires a commitment of 10-20 hours per week. **Key Skills and Experience:** -Mandarin and Chinese speaking and fluent in English - comfortable adapting to new software as needed. - Strong background in real estate, with a deep understanding of market trends and property valuation. - Excellent commu...

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    ...intrastate on SharePoint. Although I didn't specify certain functionalities, I would still want a functional and streamlined setup. It should be an intrastate , where i have multiple parties on boarded , each party to have their own login - once upon on boarding is complete, for On boarding each party need upload their documents , that should go to specific document structure and retrievable upon needed. My Price is 25$ with a Turn Around Time of 1-2 days Here's what I expect: • A project proposal detailing how you plan on approaching this project. Your step-by-step approach should be well express, so I can understand your thought process and strategies. • Intermediate expertise in SharePoint is crucial for success in this job. I am expecting you...

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    I need a reliable professional who is skilled in Salesforce to clean up the data in my account and add clean data. While there are less than 1,000 records, they contain duplicate contacts, incomplete records and inaccurate data, which need an expert’s touch. Here are the task specifics: - Add 4 contacts per account: CFO, CEO, CHRO, Director of HR, Vice President of Human Resources are all acceptable. data needed is email, phone, linkedin url - Identifying and merging duplicate contacts - Filling in incomplete records - Flagging the inaccurate data and correcting it As the volumes are small, a focused and thorough approach is necessary to ensure no data is unintentionally lost or altered. Significant Salesforce experience is necessary, with particular reference to data ...

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    i am hoping you could tutor me a tiny bit i am having so many issues with my crm i am building for myself. I do not want you to build it. But just teach me a bt because im learning airtable myself. I am having trouble with relaitionships. my goal is that in my sales pipeline, whenever i win a lead it will go into the won lead page or if i do not win a lead it will go into the lost leads. this way my sales pipeline doesnt get all messy. im working on organizing my leads within the Kanban

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    I'm in desperate need of an adept freelancer to create a telecalling app exclusively for Android. This app should have one integral main feature: - Must fully integrate with my current CRM software, Salesforce. The ideal candidate for this project would be someone with prior experience in both Android app development and Salesforce integration. Your portfolio or any preliminary work you can showcase relating to these areas will significantly expedite the decision-making process. I'm looking forward to our collaboration.

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    I am searching for a skilled developer with significant experience in Hatch CRM integrations. The main aim of this project is to enhance lead management by seamlessly connecting our online quote system, Roofle, hosted on Squarespace to our Hatch CRM through the API. The successful integration will ensure our sales team can manage leads more effectively, improving overall productivity. **Requirements for the Freelancer:** - Strong knowledge in API integration and handling. - Ability to implement a reliable and secure connection between the quote system and the CRM. **Project Goals:** - Streamline the process of capturing leads from the online quote system directly into Hatch CRM. - Ensure the integration supports real-time data synchronization to facilitate b...

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    I need some assistance in customization on my Zoho CRM, particularly in the areas of workflow automation and email templates. The focus would primarily be on emails and calendar integration within the system. Requirements: - Strong knowledge and experience in Zoho CRM - Expertise in CRM workflow automation, specifically for email and calendar functionalities The ideal person for this job should be efficient and skilled in creating seamless workflow processes within Zoho CRM, with the capability of integrating the email and calendar for a smoother operation. Your task would be to effectively automate emails and calendar features to fine-tune our CRM capabilities.

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    ...with precision. **Key Requirements:** - **Odoo 17 Enterprise Edition Setup:** Expert installation of the Odoo 17 Enterprise Edition on Ubuntu Linux server 22.04. Knowledge of potential pitfalls and best practices for this specific setup is crucial. - **Module Installation and Configuration:** Need proficient installation and fine-tuning of key modules including Accounting & Finance, Sales & CRM, and Inventory & MRP. Familiarity with these modules and the ability to optimize them for business operations is essential. - **Database Migration:** There is an existing database that needs to be accurately migrated to the new Odoo 17 installation. Experience in database migration, especially to Odoo systems, is a must. The ability to ensure data integrity and minimal do...

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    I'm in need of an advanced Salesforce Steelbrick CPQ developer who will be tasked with: - Tailoring Salesforce Steelbrick CPQ to meet our unique needs and preferences - Properly integrating Salesforce Steelbrick CPQ with our existing systems - Addressing and resolving any issues that may arise with Salesforce Steelbrick CPQ The ideal candidate must be highly experienced in Salesforce CPQ development. Salesforce CPQ specialist certification would be an added advantage.

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    Are you a meticulous individual with a keen eye for detail? Do you have experience in manual data entry and ensuring data accuracy? If so, we have a project for you. Responsibilities: - manual data entry tasks into the CRM system. - verify the accuracy of data migration from one system to another. - ensure data integrity and completeness. The main goal is to transition the data without losing its integrity and usability. I eager to set to work with someone who can handle this project efficiently.

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    Please find the job details as below 1. Install perfex CRM With Saas setup 2. Setup SSL for each new subdomains created by new registration of client on Prefex CRM SAAS signup page. 3. Replace WordPress theme with the landing page of Perfex Saas default landing page. 4. Change header, sidebar and navigation CSS style. I will share the reference design 5. Add content on WordPress theme based on a reference website. We can use Ai tools to change the text/content

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    We are seeking a highly skilled Go High Level CRM Expert to join our team and take our CRM to the next level. The ideal candidate will be proficient in all features of Go High Level, with the ability to build, optimize, and edit CRM systems, sales funnels, and websites without requiring any training. This role demands a deep understanding of digital marketing strategies and the expertise to leverage Go High Level's comprehensive features to drive business growth. Your role will focus on enhancing our existing Go High Level CRM, specifically improving automations, segmentation, and lead management, and integrating new tools to elevate system efficiency and support our business growth. Responsibilities: Design and implement effective CRM strategies...

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    I'm in need of a highly knowledgeable developer to create a Customer Relationship Management (CRM) software with a specific emphasis on lead tracking. This CRM should include but not limited to: - Lead Scoring: As part of its lead tracking capabilities, the CRM should offer a feature for lead scoring. This system should evaluate and rank leads based on their potential value, thereby driving my engagement strategies. - In-app Reminders: On top of that, I need in-app reminders to ensure no lead falls through the cracks. This will help me stay organized and on top of the sales process. The ideal freelancer for this project is experienced in CRM development, understands the dynamics of sales and lead management, and is able to create intuitive, user-friendly...

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    ...engage potential sellers through phone calls, email marketing, and social media outreach, to expand my listings. Responsibilities: - Develop a strategy to generate seller leads with AI software - Implement outreach via phone, email, and social media - Collect information on property type, location, and seller motivation Ideal Skills: - Lead generation experience in real estate - Proficiency in CRM software - Strong communication skills for phone and email outreach - Social media marketing expertise - Knowledge of the real estate market trends Experience: - Prior successful lead generation campaigns for real estate - Proven ability to qualify and capture seller leads - Evidence of creative engagement strategies that have yielded results Please provide your approach to this pr...

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    ...expert API developer to create a solution that flawlessly integrates with our enterprise systems, enhancing our CRM and ERP's automation capabilities. Here's what the project involves: - Developing an API with real-time streaming functionalities to interact with our CRM and ERP systems. - Ensuring robust process automation to streamline our workflows and increase operational efficiency. - Incorporating best practices for security, scalability, and maintainability of the API. - Facilitating smooth data flow between systems without disruption or data loss. Ideal Candidate Should Have: - Proficient in API development, with a focus on real-time data services. - Experience with CRM and ERP integration (specific platforms to be disclosed). - Strong background ...

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    I'm seeking an experienced developer or development team to create a tailored Customer Relationship Management (CRM) system that enhances our ability to maintain contact relationships and track sales efficiently. Here's what I'm envisioning: Key Features: - Contact Management: A system to organize and manage contact information, client history, and interactions dynamically. - Sales Tracking: Capabilities to monitor sales progress, deals, and pipelines, providing insights into performance metrics. Platform Compatibility & Accessibility: - The CRM must be fully functional and user-friendly on all web-based platforms, allowing my team to access the system from various devices. User Access & Security: - The system should include multi-level user access w...

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    ...Huggingface and ONNX. The project involves converting the Salesforce/blip-image-captioning-large model from Huggingface to ONNX Runtime format. I need someone to convert this image-to-text model on into an ONNX model run in Qt / C++: Salesforce/blip-image-captioning-large The job is done when a very simple Qt console app is able to read an image into a QImage and output the same text to the console that is displayed when running the model in the hugging demo (Inference API). You should also provide a documentation on steps taken and eventually scripts implemented for the conversion. Ideal Skills for Job: - Proficiency in machine learning models - Experience with Huggingface and ONNX - Familiarity with Salesforce/blip-image-captioning-large model - Qt/C++ progra...

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    I require PowerBI report templates specifically designed for sales data. The focus should be on 'Target vs Actuals' and 'Year To Date (YTD)' figures. Here's what I'm looking for: - Expertise in PowerBI report creation. - Experie...specifically designed for sales data. The focus should be on 'Target vs Actuals' and 'Year To Date (YTD)' figures. Here's what I'm looking for: - Expertise in PowerBI report creation. - Experience working with sales data and familiar with those indicators. - Ability to design a report that automatically updates from Salesforce. These templates are a one-off creation but must be configured to update figures automatically. The ideal freelancer should have experience with Salesforce integr...

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    Job Title: Experienced Full-Stack Developer for Comprehensive CRM Development (Three Phases) Description: We are seeking an experienced Full-Stack Developer with a strong background in CRM system development, API integrations, and payment gateways. The project encompasses three phases aimed at enhancing, optimizing, and expanding our CRM system. The ideal candidate will possess the necessary expertise to execute each phase effectively. Required Experience: The successful freelancer must have expertise in the following areas: Laravel and React.js: Proficiency in Laravel for API development and React.js for the frontend is essential. API Integrations: Demonstrated experience in integrating various APIs, including but not limited to Google Cloud API, meta API, payme...

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    ...agency with expertise in SaaS and Golang, ready to take on an exciting project. We are planning to create a CRM similar to the one found here: Should be modular and microservices based architecture. Code quality would be tested during and after development. Proper webservices and API layer (if required architecture can be provided or improvised) Key features required include: - Customer management - Lead tracking and conversion - Task management Our CRM also needs to have specific integrations with: - Google Apps - Microsoft LDAP - Office 365 - A Chatbot app - Zapier In terms of design, I'd like a professional and corporate look and feel for the CRM. Your team should have a keen sense for detail and a proven track record in creating intuitive UI/UX desi...

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    I would like to update roughly 2000 contacts with work email address. I have name and LinkedIn URLs available. Mass upload to CRM for marketing activities

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    I'm looking to build a sleek, corporate-esque website tailored for selling professional web scraping services. Here's what I need: - A sleek, professional, and corporate-style design to appeal to business clients. - No integration with CRM systems is required at this stage. - Capability to process payments via Credit Card, PayPal, and cryptocurrency. Ideal Skills for the Job: - Proficiency in web design with a portfolio demonstrating corporate website work. - Experience with eCommerce platforms and secure payment gateway integration. - Knowledge of cryptocurrencies payment systems is a plus. - Good understanding of UX to ensure a smooth transactional process for clients. I'm excited to see your proposals and previous work that align with the vision for my website!...

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    I'm seeking an experienced Airtable expert to assist with organizing my data effectively. For a SALES CRM Pipeline. I am almost done but i am having serious issues with Data relaitionships. I need someone who can teach me really quick how to do it [Removed by Admin] Thanks

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    ...seeking a skilled freelancer to create a robust email distribution portal powered by SendGrid. This system should seamlessly sync with a CRM platform to manage our growing list of subscribers. Requirements: - Expertise in API integrations, especially with SendGrid and Azure. - Experience in CRM and subscriber list management. - Proficient in creating secure, user-friendly web interfaces. - Strong understanding of handling large email distributions. - Expertise in IaC in Azure is a plus. - Expertise in writing code in Serverless fashion is a plus. Key Tasks: - Implement SendGrid API for email sending/reviving capabilities. - Develop a syncing solution with CRM platform (Salesfroce). - Ensure the system supports subscriber segmentation and targeted campaigns. - Inte...

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    ...those with strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients What We Offer • Support & Resources: Whether you join as an Agent or a Partner, you'll receive the necessary tools, promotional materials, and support to succeed. • Training for Agents: Comprehensive training in our Customer Service and CRM systems. • Flexible Earning Potential: With our commission structures, your earning potential grows with your efforts. Ideal Candidate • Strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients • Excellent communication skills. • Motivated, with a dr...

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    I'm in immediate need of a SharePoint developer with expertise in SPFx web parts for a two-fold task: - Troubleshoot and fix issues with SPFx web part deployment promptly. - Update the web part for dynamic interaction, replacing HTML content with SharePoint list data. Ideal candidates should possess: - Profound knowledge in SharePoint Framework (SPFx) development. - Proven experience in SharePoint lists and data integration. - Strong problem-solving skills for deployment issues. - Familiarity with user interactivity within SharePoint web parts, though specific requirements are flexible as this aspect was not detailed. - Ability to work under tight deadlines and deliver quickly. I require someone who can begin work immediately. If you are confiden...

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    ...envision for my website: Purpose: - The website will serve as a comprehensive platform for job seekers and employers, focusing on current employment opportunities and career advice. Integrations: - Incorporate a seamless CRM system integration to manage interactions with site users effectively. Content Focus: - The site will emphasize a user-friendly job search portal, complete with filters, job postings, and valuable resources for job seekers. Skills and Experience Needed: - Proficiency in WordPress web development, with a focus on information architecture. - Experience with CRM integration. - Familiarity with job board plugins or related functionalities. - Strong understanding of SEO and mobile responsiveness. - Capability to create a compelling, navigable user inter...

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    ...support when required - within reason 4) Short term project at least for 3 months but then to longer term is the projected plan. 5) Fixed monthly Budget project of 250AUD 6) Number of hours required a month is 10 - 14 hour maximum. In terms of technical capabilities, the person chosen for this task should be proficient in the following software/tools: - Microsoft Office Suite - Google Suite - CRM software - word and basic website content management software - iCal/Asana/Slack/kanban (one or two, not all are needed for this role) - word/excel - internet searching and research Previous experience in a similar role is a plus. By scheduling and monitoring tasks effectively, you would be instrumental in helping us hit project deadlines more efficiently and organise priority lists....

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    I'm currently having critical issues with the integration of both ZoHo and Sharepoint. The problem lies predominantly with data migration, which is preventing proper and efficient operation of the systems. Specific Areas of Concern: - All data types aren't syncing as expected. This includes customer data, product catalogues, sales data and additional adjusted data in SharePoint access. Ideal candidates for this job should have: - Extensive experience and technical skills in ZoHo and Sharepoint Integration - Proficient knowledge in data synchronization processes, particularly data migration - Ability to solve complex software synchronization issues - Quick and effective problem-solving skills Your task will be to identify the root cause of the problem a...

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    I'm seeking an experienced developer to create a loyalty and rewards platform aimed at enhancing my customer r...promote its growth organically. **Core Requirements:** - A point-based rewards mechanism. - A robust referral program to encourage users inviting friends. - A system for awarding points when users complete certain tasks. **Ideal Candidate:** - Go High Level Snapshot - Has experience with designing reward systems. - Skilled in gamification strategies. - Proficient in customer relationship management (CRM). - Strong background in e-commerce development. - Knowledgeable in creating secure, scalable platforms. **Objective:** Together, let's build an engaging system that keeps customers coming back, harnesses the power of word-of-mouth, and turns regular users int...

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    ...here's what I need: - **Effective Inventory Management:** - Real-time stock tracking - Alerts for low inventory - Simple restock ordering process - **Customer Relationship Management (CRM) Capabilities:** - Store and manage customer data - Track customer interactions - Generate sales and interaction reports - **User Access Controls:** - Setup for multiple users - Basic user role differentiation (e.g., admin, user) - **Other Requirements:** - Intuitive interface design - Responsive customer support - Scalable architecture for business growth **Skills & Experience:** - Prior inventory/CRM software development - Proficiency in web-based app platforms - Understanding of UX/UI best practices - Knowledge in developing secure multi-user systems...

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    I'm seeking a skilled freelancer to execute a lead generation strategy targeting luxury businesses for my social media marketing agency, e.g. Yacht businesses. - Platforms & Skills: * Mastery in leveraging Facebook, Instagram, LinkedIn, and Email marketing. * Experience with luxury brand outreach and engagement. * Proficient in CRM tools and lead management practices. - Lead Details: * Collect comprehensive lead information including Name, Email, Phone number, Company name, and Company industry. - Campaign Goals: * The primary objective is to generate leads that can be converted into sales. * Develop strategies that resonate with luxury businesses such as yachts. - Requirements: * Demonstrated success in acquiring high-value leads for marketing agencies. ...

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    I'm seeking a skilled sales expert to elevate our sales figures for Web hosting services Here's a breakdown of what's ...corporations. **Skills Required**: - Proven sales experience, particularly in service-based industries. - Ability to create persuasive sales pitches tailored to diverse customer segments. - Capability to identify and target potential clients effectively. - Track record of meeting or exceeding sales targets. **Experience**: - Prior success in B2C and B2B sales environments. - Familiarity with CRM software is a plus. I'm looking for someone dynamic and results-driven to join us in skyrocketing our sales for a competitive service offering. If you have the grit and the knack for closing deals, let's collaborate to achieve and surpass our...

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    ...- Understanding of data analysis for lead generation effectiveness **Objectives:** - Develop a strategic campaign to generate high-quality sales leads - Implement targeting techniques to reach a national audience - Utilize analytics to refine strategy and improve lead quality **Skills Needed:** - LinkedIn Sales Navigator expertise - Strong grasp of B2B marketing strategies - Experience with CRM tools for lead tracking - Excellent communication and creative content creation **Ideal Candidate:** - You have a track record of successful lead generation campaigns on LinkedIn. - You can demonstrate previous work with a focus on national B2B outreach. - You're detail-oriented, proactive, and can deliver results within timelines. Join my mission to connect with business owner...

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    We need an expert to assist us in implementing and streamlining several key areas in our Odoo CRM system. Your main tasks will involve: - Sales automation - Customer segmentation - Email marketing -sms messaging We also need you to integrate a dump file, specifically in .txt format, into both our CRM and Pipeline. A deep understanding of different file formats is necessary, and previous experience with Odoo CRM systems is an absolute must. Your coding skills will be essential in tackling this project successfully. Proficiency in handling different types of dump files will give us assurance in your capability to get this job done effectively.

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    ...tailored to optimize business operations. Key Requirements: - Inventory Management: Real-time tracking, stock levels, and automated ordering. - Sales Management: Seamless order processing, customer database, and sales reporting. - HR Management: Employee data organization, payroll systems, and recruitment processes. Integrations: - Payment Gateway: Secure transaction processing system integrated. - CRM: Customer relationship management with current platforms. - API: Functionality for third-party applications and services. UI Design: - Simple, Minimalist: Focus on clarity and ease of use without unnecessary complexity. Ideally, the freelancer has: - Strong background in Node.js/React.js development. - Prior experience crafting ERP systems. - Expertise in designing user-centri...

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    I'm in need of a call center solution optimized for marketing VEU free products. This includes: - CRM Integration: Freelancers are allowed to use their own preferred CRM for easy process integration. Systems like Salesforce, HubSpot, or Zoho are most welcome, though any equivalent software can be utilized depending on the specialist's proficiency. - Team Size: The project would ideally suit organizations or groups having 10 to 50 telemarketing agents. This is to ensure a balance between effective customer reach and maintaining quality control. - Product Specific: Knowledge and experience in marketing VEU free products is crucial in understanding potential customers and selling effectively. Experience in same or similar sector would be an advantage. Ideal ...

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    I am looking for a freelancer with profound experience in Workday integrations. My project's focus isn't limited to a single system or integration type, so adaptability is key. **Requirements:** - Strong understanding of Workday's capabilities. - Ability to work with systems like Microsoft Dynamics, Salesforce, and SAP SuccessFactors. - Versatile in employing various integration methods, including data migration and bi-directional data exchange. - Knowledge of implementing Single sign-on (SSO) systems is beneficial. **Your Application Should Demonstrate:** - Relevant experience with Workday integrations. - Ability to handle complex, multi-system integrations. **Ideal Candidate:** - Someone innovatively solving integration challenges. - Proven track record with simi...

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    ...their profile pages. *) Private messaging and discussion forums: The plugins should provide a secure platform for members to privately communicate with sales agents. Additionally, communal discussion forums will be beneficial for fostering a community feel amongst the sales agents. *) Seamless integration: It's imperative that the member plugin effortlessly integrates with payment gateways, our CRM system, and email marketing tools. As it's a complex job, the ideal freelancer should possess proficiency in implementing these features, a keen eye for intuitive UI/UX design, previous experience with membership plugins, a track record in smooth system integrations, and knowledge of the latest in web security to ensure the privacy and security of our members. We can use a p...

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    Email tracking and email design based on active campaign

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    I need someone to demo/ teach me through Microsoft Dynamics 365 Customer Insights Journey and we build journeys together and execute multiple use cases - Customer segmentation - Personalized marketing campaigns I dont have access to any CRM or Customer insights - I am expecting the freelancer to have the instance to play around with.

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    I'm seeking a talented web designer to create a stylish and modern website for my dental surgery. My vision...functionalities to enhance patient experience. Requirements: - Develop a website with a modern, trendy aesthetic. - Implement a smooth appointment booking system. - Create clear service descriptions with pricing details. - Include a dedicated section for patient testimonials. - Integrate a chatbot for inquiries that feeds into our CRM system. Ideal Candidate: - Proficient in modern web design trends. - Experience with e-commerce functionality. - Skilled in chatbot integration and CRM systems. - Understands the importance of user experience. - Portfolio showcasing previous design work. I'm looking forward to collaborating with a creative individual who can...

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    ...efficiency and precision. Here’s what I need: - Integrate a new Salesforce setup for three separate entities. - Real-time data integration from Sage 50 to maintain up-to-the-minute accuracy. - Import key financial details, specifically focusing on sales orders and invoices. IDEAL SKILLS: - Proficiency in Salesforce and Sage 50. - Experience with real-time data integration techniques. - Strong understanding of financial data and CRM systems. Your expertise will help streamline my client management processes and keep my financial reporting distinct yet interconnected. I'm looking forward to your proposal! set up sales force from the beginning, so it is dedicated to our business's. set up multiple businesses within salesforce so we have 3 + ...

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