...to setup specific integrations and being able to update them as needed. This will be done in ZoHo using a combination of ZoHo Flow as well as custom automation creation in CRM and Books. There will be initial setup of 2 integrations but I have ideas for others I want as well. The 2 main ones are: 1. Creating an automatic push sync (or one that syncs
I require a virtual assistant to manage my diary, expenses, day to day meetings, travel, invoi...virtual assistant to manage my diary, expenses, day to day meetings, travel, invoicing and general day to day tasks. Does anyone have social media marketing experience? Zoho CRM also beneficial. This would be highly beneficial. Many thanks for viewing.
We already have a DIY quickbase system set up for CRM purposes. We need help to develop some additional functions.
We are Looking for Codeigniter specialist who can Fix our Dashboard issues and who can also build CRM Function in the Dashboard. First - Project will be awarded. After Completion of CRM only, the milestone will be created. After completion and submission of entire work only the milestone will be released. Persons who are interested for this alone
Looking for following customizations in vTiger 7.0 : 1. Workflow of Email triggering to update the customer with despatch details, once ...procurement (to know which products are to be purchased to fulfil the SO) 4. Installation of Module Builder from following link [login to view URL]
I have a ZOHO One subscription and need someone to set up the CRM for me, based on a sales flow chart which I will provide. Please ONLY apply for this job if you are based in Europe or the U.S. or if you are speaking Russian. I will generally prefer Russian speaking freelancers (I speak English). Many thanks
I have a file designed by designer (PSD) that I need created for Outlook and my CRM using HTML. The CRM instructions can be found here: [login to view URL] I have choose not attach to the PSD so not to get too many people contacting me outside of this forum.
I have very rough outline in excel as to some of the initial tables, indexes as well as an excel file laying out how the tables relate to one another. Some of the functions of the interface/database listed below. Requirements of front end/back end: Will run the sql dB and front end on an in house sql / web server with the ability in the future to move to aws or cloud. Admin interface: Import ...
...developers. You don't have to create any system / project or anything. We need some advice from a IT project expert who knows about IT systems - like Change Request Management, CRM, some unique systems. We are planning to develop an online system (PHP based) but we need some ideas - that's all. It cannot be normal systems like HR management system, Ticket
...interest in getting a quote for health insurance - merely agreeing to a callback does not count. Files will be provided for prospects to call, but you will need to have your own CRM/VOIP/ or otherwise have means of making calls with a Florida number( and eventually TX , GA and other US states) on the outgoing caller ID. The budget will depend on how many
Hi Raghav B., I noticed your profile and would like to offer you my project. I'm using Zoho CRM and would like to now begin using Zoho books, so that my work flow is more efficient. I would like some help migrating my data from Xero books and then monthly or quarterly help with bookkeeping. Please email me at kelleyhuston@[login to view URL] if you would like
We use Zoho CRM Professional Edition and want to automate processing incoming emails: People with emails who are not yet in your system should be automatically created People who are in CC also should be created as well as all people address in the email If they share the domain with another email, the address data should be cloned Some emails (for
A. Operation Module 1. Lead Management 2. Service Enquiry 3. AMC Conversion 4. Stocks Register 5. Inventory 6. Service Tracking 7. Barcode & Scanning 8. Employee Attendance 9. Feedbacks & Rating 10. Engineer Job Sheet Creation 11. Online Payment B. Login & Access Roles 1. User Accounts - Admin Profile 2. Change/ Forgot Password 3. User Roles 4. IP Restriction C. Masters 1 Customer...
Need VAs for general assistance, data entry, content writing, marketing, and sales assistance. Please note the systems you've worked with, if you have familiarity with CRM systems, and the hours you are available. Job Roles will consist of the following tasks (not all, depends on your experience): - Excel update - Research online for contacts, leads
...automatic phone interviews to save your time). Roles we'll hire for: - Marketing roles - Strategy roles - Account Executives - Project Managers/Agile - Development Roles - CRM systems developer/integration roles - Sales Development Roles - General Assistant Roles - Enterprise Sales roles Please note the types of jobs you've recruited or helped hire
...(we have several ongoing jobs). For the following: - Enterprise event sponsor - Information Technology/Managed Service Provider - CRM development work (including Salesforce CRM, Marketo, Microsoft Dynamics, and Zoho CRM) - Sales Enablement and Training service - Marketing and Strategy services - Inbound Marketing / HubSpot + Marketo We are partnered
We need appointment setters for our firm. Need a lead generator + Appointment setting individual or firm. For the following: - Salesforce CRM - Inbound Marketing/HubSpot - Zoho CRM customizations Let us know your methods for lead generation + for appointments. We will need appointments set with directors, executives, VPs, and C-level executives
...communication between the client and the internal team. The projects will include: - Marketing engagements - Advertising work - Event Management - Event sponsorship Sales - CRM Development work - Workflow development - Sales Training and development There is a mix of skills required, so the ideal person will be willing to learn on the job, and able
I need to transfer the email campaigns that i have setup in Active Campaign the program to Zoho Campaign. Zoho Camapign is linked to Zoho CRM for management of new contacts data. The landing page all this relates to is in Worpress but doesnt need to be changed. If any coded info needs to be added to the linked landing page my marketing team developers
...current CRM is salesforce based database – called JobScience The flow that we currently have is working and we would like to keep the flow. The flow is: Consultants upload the job order within our CRM Once job order has been created, consultants post the job ad from within CRM using the idibu plugin platform that is integrated within our CRM Idibu pushes
...are Salesforce certified + which certifications you possess** Must have: - Custom integration setup experience - Workflow and Webhook experience - Developing/Customizing the CRM for automations, and reporting - Field and module customization - Automated marketing workflows and triggers - Capable with API connections with Salesforce Ideal: - Developer
Need assistance with people that are experts on Zoho and Zoho CRM. Must have: - Custom integration setups - Workflow and Webhook experience - Developing/Customizing the CRM for workflows, automations, and reporting - Field and module customization - Automated marketing workflows and triggers Ideal: - Experience with Zoho Creator - Capable with API
We are a non-profit supporting Military and veterans. We use InfusionSoft as our email platform and CRM. We have simple hourly tasks like list hygiene, weekly email blasts, re-tagging and reorganizing subscriber lists. None of this is difficult but we are spread too thin and need to outsource this as a matter of efficiency.
...[login to view URL] Search Functionality as per [login to view URL] where Vacancies are posted directly from my CRM via API feeds (relatively easy to set up) go to [login to view URL] for more information on this See document attached for a more detailed view
I need below CRM to be install in my instar hosting without any problem.+ 1: transfer my domain name from [login to view URL] to [login to view URL] 2: install the CRM to my instar hosting and make sure everything works the way how it is live now. 3: make sure to study it before giving me the go ahead signal to by that CRM or suggest a better one if you have in mind
I need researchers to help us pull information on companies and individuals for our internal CRM system. We will provide the research format and the individuals or entities to be researched as well as the information that we would like to find. This first batch will be 25 companies or contacts to research and if that goes well there will be approximately
Need a great sales assistant to help on lead generation, prospecting and research for an outbound/inside sales team. We may have some outside sales too depending on the ro...in both roles. Please also list the CRMs you are familiar with or have used. A portion of this position will need data entry work and the ability to input information into a CRM.
Need an individual that has significant experience submitting posts and bids on online platforms for roles. The jobs will be a mix of CRM and Sales Enablement jobs, CRM and CMS Development work, Event marketing and sponsorships, MSP/IT roles, and other divisions. Skills needed: - Must be an excellent written communicator - Can understand and then address
...looking for someone long term between 10-20 hours a week. If your style only fits one of the two companies we have we are willing to look at 2 hires for this. We have our own CRM based off Odoo. Here is a link how activities work. [login to view URL] We already have a lot of notes and activities on the first company and the past
...channels. Collaborate with us to determine a strategy for generating new opportunities. Meet and exceed new business targets. Track and document prospecting activities in our CRM. What you have: Successful experience in a new business generation/sales role Strong closing deal skills Ability to effectively communicate with clients Fluent in written and
Currently using method as our CRM. We are interested in using Zoho One to open up more access to more things but we need help setting up our screens. It would just be easier to speak to someone over the phone and do a screen share. I am probably looking at an hourly rate project. Prefer phone support/screen share via team-viewer or some other screen
We are in process of upgrading our inhouse CRM system for property management. Along with the upgrade our web based model shall be available on the Mobile apps IOS and Andriod. The current system is based on PHP and mysql and there is a development of certain modules in the system which we need to add up and all this shall be available on the APPs
Hello, I have 26 minutes of Hindi audio that I need English translation of: [login to view URL] [login to view URL] The attached files are the Hindi transcription of the files above. The deadline is 8 hours from posting
...different tasks. - Generate, manage, leads for the company. - Create follow up systems using Podio - Using tools such as Google Docs, Callfire, Mailchimp, Craiglist - Automate CRM Must be tech Savvy. When Submitting a proposal please answer these: 1. What makes you a good fit for the position? 2. Why should I hire you? 3. How can you help the company
...based on a template Environment: We have 2 separate Odoo instances: Odoo 1 (master, local) and Odoo 2 (slave, international). In both instances, we have the modules bellow: - CRM; - Sales; - Purchasing; - Inventory; - Invoicing. The system language is Spanish. The locale is Mexico. The system is hosted at [login to view URL] as is the Enterprise edition. Version
I need a custom CRM for my travel agency, Must include: Multi user capabiltiy Dashboard for each user Client CRM functions Email capable Ability to send proposals Invoicing Commission tracking per user Trip tracking *Ability to collect a monthly fee would be nice *Client portals would be great (but not necessary) Price very important!! Hours worked
...company that deals with VoIP, CRM, live chat, etc. We're in the process of producing a large number of long-form blog posts, and I need to hire a few writers for this ongoing initiative. I'm needing a very conversational style (1-2 sentence paragraphs, friendly/light tone, etc). These will be more technical topics like 'how CRM works' and 'what is SIP'...
The project is a bit different. you have to give written solution rather than solving it yourself. so we have a wordpress website and insightly CRM and we would like a functionality where if we create a blog post , Notification will be sent out to all the contacts in insightly automatically. So if you have experience in this field ..contact me and i