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    I'm experiencing a frustrating issue with my Virtualmin server email configuration. Although I can use Outlook 2013 without problems, the new Outlook app simply refuses to accept my email credentials. Here's what I need: - Diagnosis of the connection issue between Virtualmin and the new Outlook app - Resolution to ensure seamless email connectivity with proper credentials - Verification that server settings are correctly configured for the Outlook app Ideal Skills and Experience: - Proficiency with Virtualmin server administration - Expertise in email server setup and troubleshooting - Familiarity with Outlook email client configuration, especially the newer versions - Strong problem-solving skills and attention to detail By resolving this, you'll enable me to use ...

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    CRM Data Integration Đã kết thúc left

    I'm seeking a skilled individual to accurately transfer essential data into our Customer Relationship Management (CRM) system, which is a vital step to maintain our sales momentum and customer engagement. Key Responsibilities: - Input contact information and sales lead details from Excel spreadsheets into the CRM. - Ensure precise transfer of names, emails, and phone numbers without errors. Requirements: - Proficiency in Excel and data entry. - Previous experience with CRM systems. - Attention to detail and accuracy. - Ability to maintain confidentiality of the data. Ideal Candidate: - Has a track record of efficient data migration. - Is familiar with CRM databases and data organization. - Can start immediately and deliver quick turnaround. This project...

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    ...design of a website we admire. This website will primarily be informational in nature. The ideal candidate should be skillful in: 1. **Affiliate software**: A crucial aspect of our project, the ability to integrate this software for strategic marketing is a must. 2. **Payment Gateway**: As our site will facilitate online transactions, a secure and efficient payment gateway is necessary. 3. **CRM Software**: A professional with experience in customer relationship management software will ensure the site operates smoothly. 4. **API Integration**: An experienced professional will flawlessly integrate the necessary platforms to ensure maximum functionality. In the end, the goal is to create a modern, user-friendly website with seamless software integrations. I look forward t...

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    I'm in need of a skilled professional who can set between 5 to 10 phone call appointments daily. The tasks will revolve around scheduling sales and consultation appointments. The ideal individual for this position would have a proven track record in telemarketing or a similar role, exceptional communication skills and be comfortable in dealing with...call appointments daily. The tasks will revolve around scheduling sales and consultation appointments. The ideal individual for this position would have a proven track record in telemarketing or a similar role, exceptional communication skills and be comfortable in dealing with clients over the phone. Excellent organisational abilities are a must to ensure no double bookings occur. Experience with CRM software or scheduling tools w...

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    ...and deliver a website that effectively communicates to my professional audience. Your creativity and technical skill will be crucial in building a site that stands out. Our existing website is incomplete and I dont have time to finish it myself. I am looking for a simple 10-12 pages. Homepage About Us Page with Links to Subsidiary Company Pages Contact Us Form Page (We have code to tie into our CRM) Goods and Services Offered Primary Page Individual Services Specialization Page 1 Individual Services Specialization Page 2 Individual Services Specialization Page 3 Individual Services Specialization Page 4 Individual Services Specialization Page 5 Individual Services Specialization Page 6 E-Commerce Storefront Page 7 E-Commerce Individual Items Pages (Up to 500 items) A Page for...

    $250 - $750
    Niêm phong
    $250 - $750
    98 lượt đặt giá

    I want an Instagram Carousel ad, designed in Canva. Card 1: Today should be the last day you’re frustrated with your CRM’s customer support Card 2: We have Phone Support (FREE) Card 3: All Day Zoom Support (FREE) Card 4: Email Support, Fast and Thorough Responses (FREE) Card 5: Live Chat 24/7 (FREE) Card 6: Facebook Community with thousands of users (FREE) This...an Instagram Carousel ad, designed in Canva. Card 1: Today should be the last day you’re frustrated with your CRM’s customer support Card 2: We have Phone Support (FREE) Card 3: All Day Zoom Support (FREE) Card 4: Email Support, Fast and Thorough Responses (FREE) Card 5: Live Chat 24/7 (FREE) Card 6: Facebook Community with thousands of users (FREE) This will be used to promote my brand, Agent CRM...

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    Bảo đảm
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    I want an ad that gets people's attention. Headline: Productivity = (hustle + skills + resources) x technology Sub-Headline: Technology is a great multiplier Design this in Canva. I will want your help adding animations to the Canva template so that the ad is a "movie" with the animations Thank you! This will be used to promote Agent CRM ()

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    ...seeking a skilled sales professional for a national cold calling campaign within the IT services industry. My main objective is to close sales effectively, by reaching out to prospective clients across the country. Requirements: - Proven sales track record, especially in IT services - Confidence in cold calling and closing deals - Ability to adopt a consultative selling approach - Experience with CRM tools for lead tracking Responsibilities: - Generate and qualify leads through cold calling - Present, promote, and sell IT services - Meet monthly sales targets Rewards: - Attractive commission on closed sales Ideal Candidate: - Strong negotiation and communication skills - Self-motivated and results-driven - Knowledge of IT services market nationally This project would suit f...

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    1. Finalising contract, track signature 2. User dashboard and long term tenant invoices and management 3. Email invoices, and invoice cancellations 4. Lead cleaning up old CRM data and fields and automations 5. Zoho Desk sync 6. Deals automations -> update the link in Suggested Improvements -> instead of as a pdf can we send it as a website link to view online? -> Add Delay to send the Offer Details email -> Deal value * duration = total contract value -> Duration = years * 12 -> Estimated earnings - quote = deal value

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    More details: Which email provider do you currently use? Outlook What specific features do you need in the B2B CRM? Contact management,Lead tracking,Email automation What are the key functionalities you would like to have in the email flows? Welcome email series,Upsell/cross-sell emails

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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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    Assistant help Đã kết thúc left

    I'm seeking a virtual assistant with a particular set of skills to help streamline my daily business activities. The ideal candidate should be comfortable with the following tasks and have experience using specific tools: - Scheduling and managing my calendar to enhance productivity. - Skillfully handling CRM software to maintain client relationships. - Effective use of instant messaging apps, like WhatsApp, for real-time updates. Key skills and experience required: - Proficiency in CRM platforms, specifically for scheduling tasks and managing customer information. - Strong organizational skills for efficient calendar management. - Excellent communication abilities, comfortable with instant messaging for updates. - Ability to perform tasks independently with minimal s...

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    We're looking for a PHP / CodeIgniter / MySQL programmer to make 3 customizations in the Perfex CRM software, and if possible create an additional custom module. Please read carefully the preliminary brief attached to this post. It contains the details you need to provide us with a quote for each customization (in a breakdown). Attention: ONLY submit your bid if: a) You are a PHP programmer with experience in Perfex CRM. b) You have read and understood the preliminary brief. If you have more questions, please send them directly via chat, I'll be happy to answer them. Please do not start a chat if you are not clear about those questions. We do several Perfex CRM implementations per year, it would be great if we could find a reliable long term partner for...

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    ...skilled professional for a HubSpot API integration project. The main task involves synchronizing my CRM data from Zentrades with HubSpot. Key areas for data synchronization will include: - Customer contact information - Sales transaction history - Product inventory - Payments Experience in handling Hubspot's API, and familiarity with Zentrades' data system will be highly regarded in this role. Ideal candidates will have a solid understanding of CRM data management, sync procedures, and possess the ability to ensure seamless data transfer between the two systems. Please note that this project involves a substantial amount of data, therefore, expertise in dealing with large data sets within a CRM context will be beneficial. In essence, I need a solution th...

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    ...Offered**: Premium online courses tailored for certification preparations. - **Sales Goals**: Increase course sign-ups, thereby boosting the website's revenue and market presence. **Ideal Candidate Profile**: - Proven sales experience, preferably in e-learning or professional development sector. - Expertise in digital marketing strategies tailored for professional audience engagement. - Proficient in CRM tools and analytics to track sales performance and optimize strategies. - Exceptional communication skills to convincingly articulate the value of our certification courses. - A creative mindset able to identify and tap into new sales opportunities. Your experience will help shape the future of professionals seeking to advance their careers through our online courses. If y...

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    I'm looking for an experienced freelancer with expertise in Odoo who can assist me with the Sales and CRM, Inventory Management, and Human Resources modules, along with the Android interface. Specifically, - For the Sales and CRM module, I need assistance with Lead Management, the Quotation to Sales order process, and Customer follow-up planning. - For the Inventory Management module, I require help with Warehouse Management, Stock adjustment and transfers, and Inventory forecasting. To be successful in this project, the freelancer must have solid experience in implementing and customizing Odoo modules as per business requirements. Familiarity with Android interface would definitely be a plus. What's app:9288221100

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    Hi, Freelancers. I am finding developer who know Laravel very well and can integrate Facebook Messenger to existing Laravel CRM project for creating leads. But you should have to complete this this within 6hrs. If you cannot complete this function within 6hrs, don't waste my time. After check project, then I will pay. This is WhatsApp page. Design is same with this. Thank you.

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    ...customer relationships through Go High-Level CRM. The perfect candidate will be proficient in creating a seamless flow from lead generation to sales closure, with a drive to implement effective marketing tactics and cutting-edge technology. Key Responsibilities: - Develop and optimize sales funnels. - Integrate AI and automation tools to streamline processes. - Craft and personalize a responsive chatbot. Ideal Skills and Experience: - Proven record in CRM and sales funnel management. - Expertise in AI and automation for CRM. - Creativity in chatbot customization and personalization. - Familiarity with current integration techniques for Go High-Level CRM. Candidates with relevant experience in these areas, especially with expertise in integrating CRM...

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    I am seeking a skilled professional to create a WordPress ecommerce website for selling physical goods. A fundamental requirement is the ability to integrate a credit card payment system. Therefore, experience with payment gateway integrations is essential. While I didn't specify any need for specific CRM, ERP or third-party shipping integrations, demonstrating a strong knowledge in these areas would be beneficial for potential future developments. The ideal candidate should: - Have extensive WordPress experience - Be proficient in eCommerce integration - Have a strong understanding on payment gateways - Be knowledgeable about shipping and delivery options (despite specific integrations not being required at this stage) - Have a solid track record of delivering high-qualit...

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    Financial Appointment Setter Đã kết thúc left

    ...services sector. The ideal candidate will be results-driven, with a proven track record in business lead generation. Essentials: - Generate business leads for financial services - Focus on appointment setting, not direct sales - Professional demeanor with excellent phone etiquette Skills Needed: - Strong communication skills - Prior experience in financial services - Ability to handle objections - CRM and lead tracking proficiency Experience: - Previous successful B2B cold calling campaigns - Familiarity with the financial industry - Track record of meeting appointment targets Your responsibilities will involve calling provided business leads to set up appointments for my services. I’ll rely on you to build a rapport swiftly and identify client potential for future conn...

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    Merchant Services Sales Pro Đã kết thúc left

    I'm seeking an experienced Inside Sales Representative dedicated to the Merchant Services sector. My ideal can...Key Responsibilities: - Initiate lead generation tactics to identify potential clients. - Engage in cold calling to establish connections with prospects. - Successfully close deals, demonstrating exceptional negotiation skills. Ideal Candidate Profile: - Proven track record in inside sales, preferably within merchant services. - Strong communication and interpersonal abilities. - Expertise in CRM tools and sales software. - Ability to work independently and drive sales goals. Experience in B2B sales environments and knowledge of payment processing products will be advantageous. Enthusiasm, a results-driven approach, and consistency in sales performance are essenti...

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    Project Title: Comprehensive CRM Dashboard Development for Order Management Project Description: We are looking for a skilled freelancer to build an Admin & User Panel CRM Dashboard involving Clients, Agents, and Support Teams. The system will streamline order processes and enhance communication. 1. Dashboard [Homepage]: New, unassigned, assigned, completed, and rework orders displayed on different tabs. Allocator Agents showcased with assigned, rework, and completed orders, along with word counts. Live Orders Page (4 Tabs): Unassigned Orders: Order IDs, Subject Name, Tutor and User Deadlines, Allocator Name visible. Assigned Orders: Order IDs, Subject Name, Tutor and User Deadlines, Agent Name visible. Rework Orders: Order IDs, Subject Name, Tutor and User Deadli...

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    I'm seeking a skilled developer to transform my existing spreadsheet pricing list into an online digital pricing estimator. The primary objective is to streamline the pricing process with a user-friendly interface for estimating costs. Key Project Requirements: - Incorporating between 50 and 100 products/services and their respective price variables into the estimator - No integration with CRM or ERP systems needed - Deliver a solution that minimizes errors and simplifies the pricing process Ideal Candidate: - Proficiency in web development and UI designing - Experience in creating custom cost calculators or pricing estimators - Detailed understanding of spreadsheet data manipulation and transformation - Ability to work independently with minimal guidance - Strong problem-s...

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    Gấp Niêm phong
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    Briefly about my project: I would like to have a webshop built in React. I already bought a React theme two weeks ago, which contains all the Figma designs, code sources and features we need. This means you only have to put these blocks together. This reduces your workload to -60 percent. About the project: I want to st...maybe 2-5 pages that are a bit heavier, but nothing else exciting. Company is just an info page, sectors and functions are also just normal info pages. The store is then a heavy function and the icons. Deadline: I think 30 days for everything is just fine. Do I also get a manual in which you describe what I have to do in terms of administration in the future? The webshop must be linked to a CRM system or a cloud so that I can change the digital documents inde...

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    Full-Time Sales Dynamo Đã kết thúc left

    I'm in search of a thrilling, full-time sales position within the technology field. I have a passion for connecting clients with cutting-edge tech solutions and fostering meaningful business relationships. Ideal Candidate Profile: - Proven sales track record in technology - Strong communication and negotiation skills - Ability to meet and exceed targets - CRM and pipeline management expertise - Comfort with fast-paced, dynamic environments Responsibilities: - Generate leads and close deals - Develop a deep understanding of products - Maintain relationships with clients - Meet specific sales goals This role is perfect for a self-motivated individual with a passion for technology and a knack for sealing the deal. If you're eager to drive sales and thrive on success, I...

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    lead closure virtual assistant Đã kết thúc left

    ...expert virtual assistant who can assist me with lead closure tasks. The specific tasks include lead generation, lead nurturing, and lead follow-up. CRM System: I currently use a CRM system for lead management and would like the virtual assistant to have experience with it. Please specify the CRM system you are familiar with. Experience Level: I expect the virtual assistant to have expert-level experience in lead closure. They should have a proven track record of successfully closing high-value ticket calls. Skills and Experience: - Strong knowledge and experience in lead generation, nurturing, and follow-up - Proficiency in using the specified CRM system for lead management - Excellent communication and persuasion skills - Ability to handle high-value...

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    ...**Primary Goal:** - A website to showcase our products and highlight our services effectively. - **ERP Specifications:** - Must support robust Inventory management to track product stock precisely. - CRM features are required to maintain and analyze customer interactions. - Financial reporting functionality to streamline our financial data. - **Ecommerce Details:** - The platform will be oriented towards selling physical products. - **Ideal Skills:** - Experience with ERP system integration. - Web design with a focus on ecommerce platforms. - Knowledge of inventory and CRM systems. - Proficiency in financial data management and reporting. - Expertise in UI/UX to ensure a seamless customer experience. In summary, I'm looking for a freelancer w...

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    I'm looking for a skilled telemarketer with a proven track record in B2B sales to help market services to small businesses. Your task will be to cold-call and sell marketing solutions specifically designed for this target audience. Requirements: - Proven B2B sales experience, preferably in marketing services - Exceptional communication and persuasion skills - Familiarity with CRM tools - Find leads to call based on requirements - Ability to learn about our services quickly Ideal Candidate: - Has experience in cold calling and telemarketing - Is comfortable talking to decision-makers in small businesses - Can handle rejection and maintain a positive attitude To apply, please provide your resume and a voice memo introducing yourself and a little bit about you.

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    We require an ERP & CRM Cloud Solution that fulfills the following requirements but note that I specifically need my ERP in PERN stack ( Postgres SQL, Express, React, and Node.js). The codes must follow best practices with responsive design as well. - Integration of essential business operations: - Inventory Management - CRM - HR Management - Sales Quotation, Invoices - Purchase Processes - Financial Reporting - Authentication and Authorization using JWT tokens. Technical Requirments. - in backend - React at frontend - PostgreSQL ad Database Note: No outdated technologies, i.e. jQuery, or bootstrap. Key features: - Efficient Stock & Sales Processes - HR & Payroll Management - Accurate Financial Modules - Comprehensive Reporting Systems In deta...

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    ...me achieve: - Automate contact search in Apollo upon Calendly booking notification. - Enrich and synchronize contact details (Name, Email, Phone, Company, Job title, LinkedIn URL) from Apollo to Hubspot. - Create corresponding contact entries in Zoho Bigin with the enriched information. Ideal Candidate Skills: - Proficiency with Calendly, , Hubspot, and Zoho Bigin APIs. - Experience in CRM automation and data synchronization. - Ability to write clean, efficient code for integration tasks. Project Requiremets: - Establish API connectivity between platforms. - Ensure data integrity and error handling. - Deliver a streamlined, automated lead management system. By collaborating on this project, you'll contribute to a more robust and efficient lead management system that maxi...

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    Sales-Centric CRM Toolbox Đã kết thúc left

    ...seeking an experienced developer to create a feature-rich CRM tool tailored for our sales team's specific needs. Our primary goal is to enhance our sales process through efficient lead management and real-time location insights. Here's a breakdown of what we expect: KEY FEATURES I NEED: - **Live Location Tracking** to monitor sales team movements. - **Lead Capture** functionality to efficiently collect potential customer data. - **Sales Team Management** for tracking performance and activities. - **Lead Stage Tracking** to classify prospects and manage sales funnels. - **Leads Follow-Up System** to ensure timely engagement with prospects. - **Integration with LeadSquared** for seamless data flow and utilization. LEAD CLASSIFICATION: Our CRM should have capabil...

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    ...Creation: Craft a variety of insightful summary reports that will help distill complex data into actionable business intelligence. - Dashboard Design: Develop intuitive dashboards that present data analytics in an accessible and visually engaging manner, maximizing the power of Salesforce CRM data. Ideal Skills and Experience: - Proven experience in Salesforce Einstein Analytics Studio. - Strong grasp of creating summary reports and designing compelling dashboards. - Ability to integrate and manipulate Salesforce CRM data within the platform. - Keen eye for both analytics and aesthetic dashboard presentation. - Proficient in data analysis and business intelligence strategies. I envision the successful freelancer not only having technical proficiency within Salesforce...

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    CRM Desktop Software Dev Đã kết thúc left

    I'm seeking a skilled freelance software developer to create a customer relationship management (CRM) desktop application for Windows. Here's what I need: - Custom CRM Solution: Development of a reliable and user-friendly CRM to manage customer interactions, integrate with existing databases, and improve customer service. Requirements: - Proficiency in desktop software development - Strong experience with Windows platform - Knowledge of CRM systems - Familiarity with database integration - Excellent problem-solving skills Ideal Candidate: - Has a portfolio of successful desktop applications - Can work efficiently with minimal supervision - Provides clear communication and regular updates By applying, you're ensuring smoother operations for a...

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    I'm in need of a talented Sales Executive with a knack for securing payment gateway contracts within the e-commerce industry. Here's what I'm looking for: - Experience in e-commerce sales. - Proficiency in developing and executing ...An understanding of local/domestic market dynamics and customer acquisition. - Ability to build and maintain client relationships with e-commerce businesses. Ideal candidates will bring: - A proven track record in sales, ideally with payment solutions. - Strong communication skills, both for negotiation and client education. - Strategic thinking with a results-driven mindset. - Familiarity with CRM and sales enablement tools. The role demands passion, hustle, and a commitment to achieving sales targets. If you've got the skills a...

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    B2B Email Marketing Genius Đã kết thúc left

    I'm in urgent need of a talented freelancer with a knack for creat...the voice of my brand and engage a professional audience. Requirements: - Proven experience in email marketing campaigns, specifically B2B - Understanding of email marketing platforms (MailChimp, Constant Contact, etc.) - Ability to analyze and optimize campaign performance - Fluent in English, with impeccable writing skills Ideal Skills: - Strong background in marketing strategy - Proficient in CRM software to manage and segment lists - Creative mindset for engaging content creation - Knowledge of in-person marketing techniques is a plus Experience: - Previous successful B2B marketing campaigns - Portfolio showcasing email marketing skills Please include your strategy approach and any past results with yo...

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    We require an ERP & CRM Cloud Solution that fulfills the following requirements but note that I specifically need my ERP in PERN stack ( Postgres SQL, Express, React, and Node.js). The codes must follow best practices with responsive design as well. - Integration of essential business operations: - Inventory Management - CRM - HR Management - Sales Quotation, Invoices - Purchase Processes - Financial Reporting - Authentication and Authorization using JWT tokens. Technical Requirments. - in backend - React at frontend - PostgreSQL ad Database Note: No outdated technologies, i.e. jQuery, or bootstrap. Key features: - Efficient Stock & Sales Processes - HR & Payroll Management - Accurate Financial Modules - Comprehensive Reporting Systems In deta...

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    I'm looking for a dedicated developer to assist in custom module development for FreePBX. This task primarily involves creating features for advanced call routing and enhancing the user interface. Specific requirements for the project include: - Adv...introduce improvements into the user interface. The ideal candidate should be able to create user-focused design enhancements that are intuitive and user-friendly. Ideal skills and experience for this job would be proficient knowledge and experience in FreePBX module development, comprehensive understanding of advanced call routing, and a keen eye for user-interface design. Experience with integrating CRM systems would also be advantageous. You must be able to deliver a high-performing, reliable custom module that fulfills our ...

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    Dynamic ERP-Integrated App Dev Đã kết thúc left

    ...scheduling. - **Daily Deliveries:** - Daily deliveries by user - Feature to capture and FTP delivery site photos. - ERP-integrated API communication. **Skills and Experience:** - Proficient in React Native and Expo. - Familiar with Visual Studio for app development. - Experience with ERP system integration. - Capable of implementing FTP communication protocols. - Previous work on scheduling and CRM tools. - Strong understanding of API interactions. I'm looking for a dedicated developer who can dive into the current project, quickly understand the established workflows, and push the application to new heights with robust and scalable features. The right candidate will ensure seamless daily operations and provide ongoing support. Quality and reliability are paramount...

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    Assured Sum Website Đã kết thúc left

    ...will bring their expertise in design and development to establish a significant online presence that represents my business and its values. Key requirements: - Develop a corporate/business website focused on branding - Integrate a CRM system effectively - Create a visually appealing, user-friendly interface - Ensure the site is responsive across all devices - Implement SEO best practices for better visibility - Ability to work within deadlines and provide regular updates Skills needed: - Strong background in corporate website development - Proven experience with CRM integration - Proficiency in web design with a keen eye for aesthetics - Expertise in HTML, CSS, JavaScript, and relevant web design tools - SEO knowledge to reach the target audience effectively - Good commu...

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    Project Title: Enquiry Form Integration...enquiries in a database, and making them accessible through our Customer Relationship Management (CRM) system. Project Objectives: Email Integration: Configure the system to send a copy of each submitted enquiry to three specified email addresses. Ensure that the email content is well-formatted and includes relevant details from the enquiry form. Database Integration: Implement a database solution to store all incoming enquiries securely. Design the database schema to capture essential information such as name, contact details, message, and submission timestamp. Establish a connection between the enquiry form and our CRM system. Enable seamless transfer of enquiry data from the database to the CRM for centralized management...

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    Hello hello. We are looking for a freelancer or team to help us with Go High Level and Active Campaign. You will need experience in building and mangaing funnels in Go High Level . Also, We need someone who can assist us in setting up/ updating our email automation. The main tasks include creatin...assist us in setting up/ updating our email automation. The main tasks include creating automation workflows, updating emails. The ideal candidate should be able to optimize funnel and email campaigns for maximum conversions. The current website is Also if you know about advertisments FB, Google this is a plus Skills required: - Go High Level - Active Campaign - Marketing Automation - CRM Integration This is a on going position. Looking for long term hire. The budget is per month.

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    HubSpot CRM Contacts Cleanup Đã kết thúc left

    ...able to sweep through my HubSpot CRM Contacts and Companies and rectify issues related to incorrect and incomplete information. Specifically, I'm aware that many contacts have erroneous or incomplete fields such as; job titles, locations, industry, company name, phone number etc. that are causing data disorganization and inefficiencies in our system. This inconsistency and incompleteness need to be addressed to enhance our data quality and improve CRM functionality. Most of this missing info is located in emails saved in CRM on the activity tab of each contact page, it just needs to be found and then inputted into the relevant field. I have 1,700 contacts and 820 companies that will need to be reviewed. Skills and Experience: - Proficient in HubSpot CR...

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    ...Part-Time (20-25 hours per week), Remote A leading Toronto-based construction company, seeks a proficient Virtual Assistant to support our team. Responsibilities: Administrative Support: Manage executive calendars, emails, and documents. Project Coordination: Assist in project management tasks and liaise with teams. Data Management: Update CRM and maintain accurate records. Required Tasks: Follow up on leads from various platforms. Update CRM 3-4 times per week. Maintain customer log sheets. Assist in project tracking. Requirements: Experience: Proven virtual assistant or admin experience. Skills: Proficient in Microsoft Office and virtual communication tools. Bonus: Familiarity with QuickBooks is a bonus. Start Date: February 2024 This part-time role off...

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    Remote Live Chat Specialist Đã kết thúc left

    ...service responsibilities from the comfort of their home. Here's what I need: - Manage high-volume live chat inquiries (100+ daily) - Deliver exceptional customer support with precision - Identify and escalate priority issues when necessary - Accurately record interactions in our CRM system Ideal Skills: - Proven experience in customer service, specifically via live chat - Strong typing and multitasking abilities - Ability to work independently without supervision - Excellent written communication skills - Familiarity with CRM tools and practices Previous experience in a customer service role, especially involving live chat, will be a significant advantage. Your ability to navigate conversations seamlessly and provide solutions will be crucial to the role. If you�...

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    Dynamic Sales Team Expansion Đã kết thúc left

    I'm seeking a passionat...build our customer base - Perform engaging product demonstrations to showcase our services I need individuals with: - Strong communication skills - Proven sales experience, preferably in the marketing field - Ability to work independently and as part of a team - Track record of meeting or exceeding sales targets Ideal candidates will have: - Knowledge of the marketing industry - Familiarity with CRM tools and sales software - Excellent networking abilities ***Payment will be by a certain percentage (1.5% to 3%) based on our agreement of the closed client contract I look forward to collaborating with dedicated professionals who can help drive our sales efforts and contribute to our agency's success. **** If you're interested contact me an...

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    CRM-Linked Chatbot Expertise Đã kết thúc left

    I'm seeking a specialist to develop an innovative chatbot that seamless integrates with our existing CRM and social media channels. - **Integration Needs:** - Seamlessly connect with our current Salesforce CRM. - Must work across WhatsApp, Instagram, and Facebook. - **Chatbot Functions:** - Deliver intuitive text-based interactions. - Prioritize swift and accurate customer support. - **Ideal Candidate:** - Proven experience in chatbot development. - Expertise with Salesforce and social media integrations. - Proficient in designing text-based response systems. Looking forward to your proposals to enhance our customer engagement strategy!

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    Perfex CRM custom Module Đã kết thúc left

    We need a shipping label and Air Way Bill printing module that allows us to create labels for parcels. Key features include: Barcode option for labels Various printing sizes (e.g., 6x4, A4) Moreover, we want to establish a supplier database within the module. This database should enable us to add suppliers and assign unique prefixes. For instance, if we have a supplier like DHL, with an account starting with "2323," the system should recognize and display the relevant supplier information. In addition to the initial requirements, we're looking to integrate an Air Waybill (AWB) feature into the module. This involves: Creating a form for data input to generate a standardized AWB based on a provided sample Ensuring the system remembers and links each AWB automatically to the...

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    ...company and would like to start using that for them as well. In the beginning the purpose of HighLevel is just so I can give them a special number that I will use for the social media posts as well as the facebook ads so they know the lead is coming from us. At this point I'm not sure if they will be using GHL as well or just for the phone number. Some will probably use because they don't have a CRM they are currently using. For GHL I would also need to make sure their phone number is registered with A2P so we can actually use it. The content for the social media posts will come from an app called CompanyCam. We should be able to automate it so when the pictures are taken and tagged you would get an alert to make the facebook post with those images. Sometimes ...

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