Crm in banking meaning jobs

I am looking to hire a skilled PHP developer to create a custom CRM system, based on an existing one I have. Essentially, this is a task that involves removing certain features such as email integration, sales forecasting, and social media integration. While the new CRM system doesn't need to include all the functions of the original, the ones I cannot do without are: - Contact Management - Sales Tracking Unfortunately, I was unable to specify further details for inclusion in the CRM. Therefore, prospective developers should be flexible and ready for modifications during the project. Given the urgency of this project, I expect it to be completed within a month. Therefore, candidates with a fast response rate and proven ability to meet deadlines will be ...

I need a PDF file converted to a Word document while pre...a Word document while preserving the formatting. - The PDF contains text only, meaning there are no images or complex graphical elements that need to be extracted or recreated. - I'm looking for a freelancer who can ensure that the converted Word file maintains the same text layout, spacing, alignment, and font as the original PDF. - There is no need for any specific formatting in the Word document, but it's important that the overall look and feel of the text is consistent. The ideal candidate for this project would have: - Proficiency in document formatting and conversion - Strong attention to detail to ensure that the text is accurately transcribed - Experience with PDF to Word conversions, parti...

...International freelancers – has named at ATM is Greece Sales Representative The requirement to be fluent in Greek Main Activities for Greece Sales Rep ATM: 1. Calling 2. Set up the meeting with customer 3. Join online or offline meeting with ATM Team and the customer 4. Notes result & Report 5. Meeting online internal with ATM Team Budget/Payment: • Price: $ 9/hour • Frequency: min 3 hours/ week • Total time working collaboration: 2 weeks, including: ✓ The first time working: 1 week and review result together ✓ Renew weekly if suitable with two sides • Other activities still count working hour and receive payment ✓ The first time is training in 1 hour ✓ Join the meeting online internal in 1 hour/ week • KPI deals: 5% commission on ...

I am in need of a skilled freelancer who can translate English e-commerce website content into Greek. Key project features: - Translate website content from English to Greek - Content pertains to the E-commerce industry - Ensure translated content maintains original meaning and tone The ideal candidate: - Is a native Greek speaker or have near-native fluency - Has relevant experience in translating E-commerce related content - Is familiar with the culture and shopping habits of Greek consumers A translator with a solid understanding and interest in the E-commerce industry is highly preferred. Your translation must be idiomatic and not overly literal to ensure that the content's core message remains intact.

I'm in need of a skilled developer to create a web application for influencers. This application will serve as a platform for influencers to offer their services to companies for advertising and commission-based marketing. It will also include a comprehensive customer relationship management system, data storage, and reporting functionalities. The application will also feature financial management capabilities, payment methods, and invoicing. The successful freelancer for this project should ideally have: - Proven experience in web application development, particularly in the influencer marketing field. - Strong knowledge of customer relationship management and data storage/reporting. - A solid understanding of finance management within software. - Proficiency ...

Identity will be verified in 2-3 business days. — — — — — We're aiming to establish a multi-faceted general dropshipping store on Shopify, covering a range of product categories. The successful candidate for this project ideally should: - Have substantial experience creating and managing successful Shopify stores - Exhibit a keen eye for aesthetic design, and demonstrate ability to adapt visual style to a multi-category general store - Be flexible and open to collaborative discussions on design Critical to this project is the seamless integration of essential third-party tools for successful functionality of the store. These integrations include: - Email marketing software - Inventory management software - Customer relat...

I'm looking for skillful developers to create a currency exchange system, specifically for the United States Dollar (USD). The system must: - Display Live currency rates - Facilitate Secure transactions - Enable creation of User accounts Experience in financial software development and an understanding of online banking services would be beneficial for this project. Knowledge of secure payment gateways is crucial to ensure secure transactions within the system. Proficiency in developing dynamic and user-friendly interfaces is essential for the user accounts' feature. Your expertise will help us deliver a reliable and secure platform for currency exchange. Se requiere un sistema de escritorio que realice la funcion de cambio de dolares en JAVA con conexion ...

We are an online betting/casino company and we are seeking to recruit Account Managers based in Brazil. The successful applicants will be responsible for providing client service on an ongoing basis. Any previous experience within Sales, Business Development and/or Relationship Management will be considered an advantage, although candidates with little or no professional experience are also encouraged to apply. TASKS -The candidate must speak fluency in the Brazilian language and be willing and able to work at the beginning in a shift pattern (6 hours), covering working hours between 09:00 and 00:00. -The candidate must be able to contact (chat and call through our CRM) new users (supplied by the company), explain the site's functionality, help t...

1) I want the ESTIMATE to allow the deposit but then show the balance and split that balance up between invoices. Can we show the former ESTIMATE and any related and paid INVOICES on the current invoice? So like The ESTIMATE shows what I suggested. Then the next INVOICE would show the project total, what was paid, what was still a balance (maybe the related, origi...what was paid, what was still a balance (maybe the related, original ESTIMATE and the amount due on that invoice. And then show the next invoice (or invoices?) ANd then INVOICE #2 would show similar - the past paid and info + the current and future. Or maybe I’m thinking of this wrong and overly complex! I’m open to your expertise! 2) So then all of this - the ESTIMATE and INVOICES also appear in QuickBooks...

I'm looking for a dedicated and creative individual to assist with a unique MBA project in the field of financial forecasting, focusing on the banking industry. I am keen on exploring the intricacies of financial forecasting in banking which can set the project apart from the usual. Key tasks will involve: - Conducting thorough and original research on financial forecasting within the banking sector. - Developing a detailed and insightful report on your findings. - Ensuring the work is plagiarism-free and adheres to the highest academic standards. The ideal candidate for this project will have: - A strong background in finance and preferably experience with financial forecasting and banking. - Excellent research skills and the abil...

I have a Twilio number which I'm using for SMS messaging and voice calls. I need a professional who can help me set up an advanced Twilio system. Key Tasks: - Configure Twilio's advanced features for SMS messagi...automated services to manage responses. - Ensure all setup respects 10DLC guidelines. Additional Requirements: - I'm using 'Service Fusion' for managing my contacts. I need the Twilio system to be integrated seamlessly with this CRM platform. - I need detailed documentation on the setup and how to scale or manage it in the future. Ideal Skills: - Proficiency in Twilio and its advanced features. - Experience in setting up automated services. - Prior experience in integrating Twilio with CRM platfo...

As a marketing agency specialising in B2B services, I'm currently looking for a Sales Executive who can excel in closing deals with businesses. The ideal candidate will have a strong track record of generating leads and converting them into sales, particularly within the B2B space. Responsibilities: # Engage in Zoom/Google Meet calls with interested leads. # Develop and maintain relationships with new and existing clients to explore new opportunities. # Utilize CRM software to track client interactions and sales progress. # Meet and exceed sales targets by closing deals and upselling to existing clients. The ideal candidate should have: - Proven experience in B2B sales, ideally within the marketing industry. - A solid understanding of various mar...

I'm in the IT software development and services business, focusing on web development, mobile app development, and CRM implementation. I've provided services in the healthcare, finance, and retail sectors in the past. I'm looking for a sales expert who can assist me in expanding my client base and improving my operational efficiency. The main goal of this project is to increase efficiency in the sales process and overall business operations. Key skills and experiences needed for this job include: - Proven sales experience, ideally in the IT/software sector - Knowledge of healthcare, finance, and retail industries would be a plus - Ability to understand and communicate the benefits of web development, mobile app development, ...

...Automating routine tasks using Zapier. - Integrating a Customer Relationship Management (CRM) system. - Website development from scratch. - Creating a Google Form for data collection. - Configuring analytics for email campaigns. - Performing sentiment analysis to understand customer feedback and sentiments. Ideal Skills and Experience: - Proficiency in MS Outlook and its configuration. - Experience in automation using Zapier. - CRM integration expertise. - Skills in website development and design. - Familiarity with Google Form creation. - Understanding of email campaign analytics. - Experience in performing sentiment analysis in a business context. This project presents an opportunity to showcase your proficiency in tech and au...

...to streamline my business operations and processes. The ideal candidate will be proficient in a variety of software and technologies, and have prior experience with CRM systems, email management and web development. Key Tasks: - Setting up Outlook & email management - Automating tasks with Zapier - Integrating CRM system - Developing an e-commerce website with specific features including: * User registration and login * Social media integration * Contact form * Image gallery * E-commerce capabilities - Creating a Google Form - Analyzing data with analytics - Performing sentiment analysis Desired Skills: - Strong proficiency in Outlook, Zapier, CRM systems, and Google Forms - Experience in e-commerce website development - Knowled...

I'm looking for a talented thinker who can help me think of a short and cool business name. Scope of business mainly car key graffiti, meaning design and painting on the car key to make it customised to owner preference, also vernturing into motorbike helmet graffiti

I'm in need of a competent virtual assistant for my growing mobile car wash business to help systematize my leads' pool. Your main responsibility will be to sort through different leads that come via phone call,text,email. screening out those who've explicitly stated they dont have the budget in our services. these leads are all warm and already interested in our business we just need them to book our services, and for you follow up until they book. In addition to this, you'll be tasked with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifti...

Looking to convert a Symfo PHP CRM into a multi tenant SAAS system to onboard multiple clients at single instalation with subscription plans and billing. Demo of the CRM at More details on the requirements and onboard flow is aa follow 1. Create a landing page to show subscription packages and registration/login page 2. On Registration page, need add all customer and business related details along with subdomain. 3. On Registration client is taken to on-boarding screen/loading screen , during the time his instance is getting ready/setup 4. Each new customer/tenant will have a seperate database ( preferred) to isolate the daata from each other. Single database multi tenant also can be done if less efforts. 5. Subscription packages based on per user billing and features

About Us ------------------------------------------------------ Our startup has 2 products - a lead management and a chat-based CRM platform and we are looking for a part-time software tester to help us achieve our software quality goals. Part-Time Tester ------------------------------------------------------ We are looking for a software tester to assess software quality through manual and automated testing for both our products. You will be responsible for finding and reporting bugs and glitches for our development team to fix. The role will be entirely remote, giving you the flexibility of working from home. Candidate’s Experience ------------------------------------------------------ The candidate will need to have at least 1 year experience designing, developin...

...question was skipped Skills and Experience Required: - Experience in appointment setting within the insurance industry - Strong communication and persuasion skills - Knowledge of insurance products and services - Ability to identify and target the specific demographic/industry - Proficiency in CRM software and lead generation tools - Proven track record of successful sales meetings or product demonstrations - Attention to detail and ability to handle general inquiries efficiently Project Description: We are seeking an experienced appointment setter to join our team. As a Finance company, our primary goal is to schedule sales meetings and product demonstrations with potential clients. We have a specific demographic and industry in mind, and we are looking...

I'm looking for a knowledgeable and experienced individual who can create a custom Endpoint for us. Here's what's important: - We want to go back to the...place orders on but Yes, the customer orders on nvspromo.com. Orders are accessed when a client logs into their user account - it is connected to our Zoho CRM and they can see their order history. Those Orders however, do not have any sort of Order Status connected to them. We will need to add the Order Status from our CRM onto the Magento Orders. Ideal candidates should have significant experience in creating custom endpoints and a strong background in API documentation and Magento. A clear understanding of different API documentation styles is advantageous. Please highlight your relevant ...

I'm in need of a creative logo for my indoor playground, which is primarily catered to toddlers (1-3 years old). Key aspects to be considered for the logo are as listed below: - Color palette: Desiring colors to capture warmth and softness, suitable for a toddler-friendly Montessori indoor playground - Elements: Abstract shapes resembling birds/nest/eggs should be the prime focus. The aim is to entice the parent’s curiosity and invite their interest in exploring the space. - Skill set: Artistry, creativity, understanding of the meaning of Montessori play. Interested candidates, please share your portfolio along with your proposal.

I'm in need of a creative logo for my indoor playground, which is primarily catered to toddlers (1-3 years old). Key aspects to be considered for the logo are as listed below: - Color palette: Desiring colors to capture warmth and softness, suitable for a toddler-friendly Montessori indoor playground - Elements: Abstract shapes resembling birds/nest/eggs should be the prime focus. The aim is to entice the parent’s curiosity and invite their interest in exploring the space. - Skill set: Artistry, creativity, understanding of the meaning of Montessori play. Interested candidates, please share your portfolio along with your proposal.

I am in need of a proficient web developer who can tweak my personal business website. Here are my primary requirements: - Integration of an efficient and user-friendly contact form to make communications more straightforward and accessible. The target audience of this website is our existing clients, hence it is crucial for the freelancer to have a concrete understanding of user experience, ensuring that every feature implemented is user-oriented and effective in retention. Experience in CRM integration and web design is essential. Your main task would be to maximize user interaction while ensuring website efficiency, assisting us in enhancing client relationships.

I'm looking for a Pipedrive expert who can assist in streamlining our lead management processes. This is pivotal to improving efficiency and efficacy in our sales team's operations. Key Responsibilities: - Customizing Pipedrive to suit our specific lead management requirements - Designing and implementing complex workflows within Pipedrive - Integrating Pipedrive with other tools to ensure seamless data flow and productivity Ideal Skills and Experience: - Proven experience in implementing Pipedrive for sales teams - Deep understanding of sales processes and lead management - Ability to create and implement complex workflows - Experience in integrating Pipedrive with other tools, such as CRM or marketing automation tools This is a critical pro...

I'm in need of a soundproof box that can be placed over a small chocolate machine. This box should not just mute the noise produced by the machine but also allow a free flow of air to prevent overheating. The box should also have a minimal volume, meaning it shouldn't take up too much space. Key Requirements: - Internal storage dimensions of the box should be approximately 14x14x22. - The material of the soundproof box is not pre-determined. Your recommendation for the most appropriate and effective material is welcomed. - The soundproof box should be designed to allow a free flow of air in order to prevent overheating of the small chocolate machine or so that active cool air can be introduced. - The top should open or slide off so that ingredients can be ad...

I am in need of a custom CRM system tailored for my mechanic shop. - Customer Management: The CRM should be adept in managing customer information, including tracking customer service history and sending automated service reminders. - Appointment Management: A sophisticated calendar system with drag-and-drop functionality is crucial for effective scheduling. It should also have the capability to send automated email reminders and allow for easy rescheduling of appointments. I am looking for a freelancer who has experience in developing CRM systems, particularly for the service industry. A solid understanding of customer relationship management, appointment scheduling, and email automation is essential. Experience in working with mechanic...

I'm in need of a skilled developer or team, capable of creating a multifunctional AI system for a new solar energy business venture. This AI system should offer the following functionalities: - Predictive analytics: The software must be able to predict patterns based on collected data. - Energy consumption analysis: Extract valuable insights from detailed energy usage. - Demand forecasting: Efficiently project future requirements for energy supply, optimizing resource allocation. The system should be compatible with a range of technology platforms including: - Desktop computers: For business-grade, in-office usage. - Mobile devices: To provide on-the-go access and monitoring. - Web browsers: To ensure cloud-based, anywhere access. Finally, the AI system n...

...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 the contact view in Laravel. 8. Adjust calendar functionality to match design specifications in Laravel. 9. Ensure tasks are displayed on the task list page in...

I'm in need of a comprehensive AI bookkeeping script that can handle various crucial functions for my clients. We are a bookkeeping firm and handle 50+ clients. I'm looking for something somilar to botkeeper or integra. Key Requirements: - Seamless integration with QuickBooks and banking platforms for real-time data syncing. - Utilize machine learning to categorize bank transactions accurately, providing reliable financial insights. - Ability to reconcile bank transactions, ensuring the accuracy of financial records. - The system should send detailed financial reports via email, keeping stakeholders informed. - Additionally, the script should be able to handle amortization schedules and other related uploads. - A feature for journal entries based on additional upl...

I'm looking for a professional translator capable of converting Russian t...broad range of content from technical to medical or legal. - The purpose of the translation is yet to be decided, be it personal or for business. - Unfortunately, the word count of document(s) to be translated is not provided. But, be prepared for potential lengthy pieces of content. Ideal Skills and Experience: - Fluent in both Russian and English languages - Experienced in translating various types of documents - Able to accurately translate without losing the original meaning - Time-efficient and detail-oriented Please base your bid on your standard rate for a 1000-word translation as well as your time availability. Flexible freelance translators preferred, as the volume and nature of...

...function for resizing images. I am in need of a functional AWS Lambda function, proficiently written in Node.js, to resize images dynamically on-demand. Here are the specific project requirements: - Programming Skill: The function should be written exclusively in Node.js. The successful applicant should have good experience with Node.js and AWS Lambda functions. - Image Resizing: The function needs to resize images on the fly, meaning it should dynamically generate resized images based on incoming requests. Experience with dynamic image processing will be of great advantage. - Image Source: The original higher-resolution images will be stored in Amazon S3, so knowledge of Amazon S3 is a must for the function integration. In summary, if you ...

I'm in need of an experienced developer or team to design and implement a fully-fledged Field Service Management System. Key Features: - **Scheduling and Dispatching**: The system must effectively manage and assign tasks to over 50 field technicians, ensuring optimal use of resources. - **Real-time Tracking**: Tracking the location and progress of technicians on the field is essential for efficient service delivery. - **Work Order Management**: Maintain a clear overview of tasks assigned, completed, and pending. System Integration: - **CRM**: seamless integration with our Customer Relationship Management system, ensuring smooth communication. - **ERP**: Inclusion of Enterprise Resource Planning will streamline the overall management of resources and services. - **Inve...

I am on the lookout for someone who can meticulously design a prototype for a product using CNC machines on plywood. This project requires: - The ability to create a large-sized prototype, exceeding 3 sq ft in size. - Capability to tackle moderate complexity, meaning this prototype will incorporate some intricate details. - Mastery in operating CNC machines on plywood. - Experience in prototype design will be highly beneficial. I value precision and creative problem-solving, and I'm excited to see the ideas you bring to the table.

...speaking telemarketer who can help me in qualifying leads specifically interested in cloud computing services. These leads will be small to medium-sized businesses that could benefit from this solution. Key tasks for this project include: - Making outbound calls to potential leads - Qualifying these leads based on their interest and requirements in cloud computing - Documenting these calls and the results in a CRM platform - Providing regular updates on qualified leads via phone calls The ideal freelancer for this project should have: - Prior experience in telemarketing, particularly in the IT solutions sector - A good understanding of cloud computing services / ITSM - Excellent communication and interpersonal skills - Proficienc...

Guide to Suggest book for financial planning done by bank for customers like investment advise, retirement advise, saving advise, etc.

I'm seeking a full-stack developer to build a sophisticated core banking solution web application. Key Requirements: - JavaScript and Java proficiency are a must - The web application should have a sleek and modern design Key Features: - The most critical feature for this project is user account management Ideal Candidate: - Proficient in JavaScript and Java - Experience in designing modern and aesthetically pleasing web applications - Previous experience with core banking solutions or financial applications is highly desirable - Strong background in creating robust user account management systems - Excellent problem-solving and analytical skills - Ability to work independently and efficiently Please include your relevant experience and a portfo...

I am in need of a customer relationship management (CRM) system for my small business. The system should be web-based, serving 1-10 users. The primary functionalities required include: - Customer Data Management: The CRM should allow for detailed customer profiles, including contact information, purchase history, and notes on interactions. - Sales Tracking: It should be capable of tracking sales activities, opportunities, and providing sales performance reports. - Lead Management: The system should assist in lead collection, organization, and conversion tracking. Ideal candidates for this job should have: - Proven experience in developing web-based CRMs, preferably for small businesses - Proficiency in customer data management, sales tracking, an...

I made a wordpress custom theme. Devs don't like to document things (I kept asking...) so need to force the matter and have someone just do it! The focus is on what is not obvious. e.g. The footer has a "join newsletter button", but where do you edit that and how does it integrate with the CRM? (And if there is custom shortcode where is that written) I need someone who knows Wordpress and to write simple documentation in a Google Doc (for me/devs- You don't need to explain how to copy/paste! ;)). This is not hardcore stuff, it's spending time on my site (I can tell you obvious things), seeing what needs to be explained (asking questions) and then writing the shortest explanation possible with screenshots so any dev (or me!) will know how to update...

Are you a recent graduate in Computer Science or related fields (2021 & 2022 passout only)? Are you passionate about programming languages and eager to make your mark in the IT industry? Look no further! We’re hiring talented individuals to join our dynamic team. Position: Software Engineer Domain: Finacle (Banking) Location: Major cities in India and international locations Why Choose Us? Comprehensive end-to-end training in Unix/Linux, JSP, HTML, Core Java, Node JS, Node red, Oracle SQL, and PLSQL. Exciting projects in the banking domain Opportunities for growth and career advancement Terms and Conditions: Commitment: Minimum 3 years with us Training: First month (free accommodation), followed by competitive salary Performan...

I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.

...am looking for a skilled sales and client service specialist to assist in improving our lead generation and customer relationship management processes. Currently, we generate leads through cold calling, networking, digital marketing, and advertising. The end goal is to cultivate client relationships and convert into profitable business opportunities. Tasks Involved: - Fine-tune our current lead generation strategies - Develop or advise on CRM strategies. Ideal Skills: - proven experience in sales and customer relationship management - practical knowledge of digital marketing - expertise in cold calling and networking Note: Although it is not explicitly required, the use or understanding of any automation tools or CRM software would be a plus. The...

...experienced developer to create a Serp Tracking system for my Perfex CRM tool. Key features include: - **Rank Tracking:** The completed system should be able to track keyword ranks efficiently. - **Keyword Rank Tracking:** Instead of tracking URL or competitor ranks, the focus should be on keyword ranking. - **Detailed Tracking:** The system should be capable of tracking and delivering the top 500 search engine results for each keyword. Ideal candidates will have previous experience building Serp Tracking systems particularly for Perfex CRM. Proficiency in keyword rank tracking is a must for this job. and -- I want to develop a Serp Tracking system for the Perfex CRM system. The customer's website is available in the customer data. I n...

Write financial contents for a financial blog. Category 1. Investments 2. Banking 3. Insurance 4. Personal finance 5. Loan Etc. Make sure your contents are not copy pasted. Should be 800-1000 words long atleast. Paid to you 1.5USD per article

I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be beneficial for this project.

I am seeking an expert to develop and integrate advanced modules into my existing Zoho systems including CRM, Sales, and Inventory. Your role will include: - Developing customized reporting capabilities - Implementing workflow automation functionalities - Integrating with third-party applications Your expertise with Zoho modules, particularly in CRM, sales, and inventory, is critical. Your understanding of systems integration and ability to create custom reports and automate workflows will be instrumental for the success of this project. Precise third-party applications for integration will be discussed during project scoping. Fluency in Zoho, systems integration, and creating custom workflow automation is key for this project.

I'm in need of a competent virtual assistant for my growing mobile car wash business to help systematize my leads' pool. Your main responsibility will be to sort through different leads that come via phone call,text,email. screening out those who've explicitly stated they dont have the budget in our services. these leads are all warm and already interested in our business we just need them to book our services, and for you follow up until they book. In addition to this, you'll be tasked with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifti...

I am seeking a seasoned salesperson with a strong background in CRM software, particularly those that are used for customer service functions. Your main responsibilities will be selling our CRM software to large corporations. Requirements: - Extensive experience in CRM software sales. - Deep understanding of customer service-oriented CRM tools. - Proven record of selling software to large corporations. Those who can demonstrate a solid track record of high value sales within this specific arena will be highly considered. This role requires an assertive, professional, and dynamic individual who is driven by beating sales targets. Your passion for customer service technology should shine through and inspire potential clients.

...two years in monthly files. We want to observe the trends in sales, most selling product, most profitable product, least profitable product etc. We want to see the customers trends and see which customers are buying less and vice versa. Please recommend technology we are open to feedback. Along with this i will like another separate file for another user who will look after the Customer Service and sales side of the business. I would like this second file to extract selective data from the master file and propmt the user to make phone calls to existing customer and note down the call notes and mark that a certain customer has been contacted on this date and will be needed to be contacted again in 1 month again. Also in this same file have a similar sheet ...