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    I am looking for a call center in either Philippines or India to handle debt collections for...should be able to handle sensitive and difficult conversations professionally. - Experience in working with financial institutions or debt collection agencies is a plus. Skills and Experience: - Experience in debt collections and knowledge of relevant laws and regulations. - Excellent communication and negotiation skills. - Ability to handle challenging and emotional situations. - Knowledge of CRM software and call center technologies. - Familiarity with financial institutions and debt collection processes. - Proven track record of successfully recovering outstanding debts. If you meet these requirements and have the necessary skills and experience, please contact me with your proposal. ...

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    long-term remote sales agents Đã kết thúc left

    Seeking mid- to high-level remote sales agents with experience in inbound sales for a long-term position in the technology industry. Role: - Inbound sales agents will be responsible for handling incoming sales inquiries and converting them into successful sales. - They will need to possess excellent communication and persuasion skills to understand customer needs and provide appropriate solutions. Responsibilities: - Handle inbound sales calls and emails, providing product information and guidance to potential customers. - Convert inquiries into sales by effectively communicating the value and benefits of our technology products. - Maintain accurate records of customer interactions and sales transactions. - Collaborate efficiently with internal teams as a team. ...

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    Programación ZOHO Đã kết thúc left

    Experto en manejo de las herramientas de zoho en especial CRM y Write. Para ajustes de acuerdo a nuestras actividades

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    Odoo developer Đã kết thúc left

    Build an ERP for Training Institute with below functionalities 1)CRM 2)Fee Management 3)LMS(Video Tutorials, Tests , Assessments, Tasks) 4)Batch Management 5) Attendance Management 6) Placement Management

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    Portal for client and dealers Đã kết thúc left

    I'm looking to develop a comprehensive client-dealer portal which allows interaction and operations between both user types. Ideally, the specialist I hire will have experience in: - User Rights Management: The portal should be accessible to both clients and dealers, granting each their own specific rights and permissions, contributi...clients and dealers, granting each their own specific rights and permissions, contributing to a seamless flow of activities between the two The functionalities have been defined but I'm open to suggestions based on your expertise and experience in creating similar online portals. This project could evolve with intelligent recommendations and well-defined execution plans. Need someone who has experience in integrating Zoho CRM with ...

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    CRM System Đã kết thúc left

    The development of a web-based CRM system that accompanies the entire life cycle of a product, starting with order management, shipping, warehousing, invoicing, defect management and customer interaction. Developing a responsive design for optimal use on different devices.

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    ...PHP-based CRM software on Google Cloud and configure it for subscription-based sales. The chosen candidate will be responsible for containerizing the application, integrating it with Google Cloud services, implementing security measures, and setting up a subscription management system. Key Responsibilities: Containerization: Containerize the existing PHP CRM application using Docker for seamless deployment on Google Cloud. Google Cloud Integration: Set up the CRM to work seamlessly with Google Cloud services, including but not limited to Cloud SQL for database hosting. Security Implementation: Implement SSL for secure communication. Set up Identity and Access Management (IAM) roles to control access. Ensure compliance with security best practices. Database Int...

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    I need a skilled developer to enhance the functionality of my Zoho Inventory, focusing on sales orders aspect. The key task is to enable the selection of multiple warehouses for a single item without duplicating the item. Here are some preliminary requirements: - Prior experience in Zoho Inventory customization is paramount. - The end result should closely mirror the functional capacity of the Zoho Books platform. - Showcase examples of past Zoho projects in bid proposal. Applying freelancers should strive to demonstrate their hands-on experience in Zoho inventory or similar CRM systems. This will help me understand your capabilities and how effectively you can address the project requirements.

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    ...Creator app. The specific requirements for this project include: - Email notifications: I need the app to send automated email notifications to users based on certain triggers or events. - CRM integration: I want to integrate my Zoho Creator app with my CRM system to ensure seamless data flow and synchronization. - Payment gateway integration: I need assistance in integrating a payment gateway into my Zoho Creator app to facilitate secure and convenient online transactions. The ideal freelancer for this job should have experience and expertise in Zoho Creator app development and customization. They should also have a strong understanding of automation workflows and integrations. Additionally, knowledge of CRM systems and payment gateway integration w...

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    BUILD ME A CUSTOM CRM APP Đã kết thúc left

    I am looking for a skilled developer to build a custom CRM app for me. The app should have the following specific features: - Task management capabilities - Contact management functionality - Sales pipeline tracking - No integrations with other software required - The project needs to be completed as soon as possible. Ideal skills and experience for this job include: - Strong knowledge and experience in CRM app development - Proficiency in task management systems - Familiarity with contact management and sales pipeline tracking - Ability to work quickly and meet tight deadlines If you have the necessary skills and are available to start immediately, please reach out to discuss further. Thank you!

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    Team Building -- 3 Đã kết thúc left

    Digital Hub Market is a startup or platform which provide digital services to its users. (Digital Hub Market DHM)We are looking for multiple posts & roles:-- Web Devloper (including WordPress) - GFX Makers - Video Editors - Graphic Designer - Content Writers - Business Assistants - Planner - Digital Marketer - Financial Advisor - Customer support Manager - Data Analyst SEO,SEM,ORM,CRM,CRO Manager Affiliate Marketer Chatbot Dveloper E - Commerce Devloper Content Creator (If you have idea or want to contribute to business for self-development can also apply) Message Me on (( (removed by Freelancer.com admin) ))

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    I am looking for a skilled freelancer to develop a CRM system for my new enterprise. The system should have invoicing and message integration capabilities. Skills and experience required: - Experience in developing CRM systems - Proficiency in integrating messaging platforms - Knowledge of invoicing systems and processes Key features required: - Invoicing: The CRM should have the ability to generate and manage invoices for clients. - Message integration: The CRM should seamlessly integrate with messaging platforms to allow for efficient communication with clients. Budget: - The preferred budget for this project is less than $500.

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    Odoo website and development Đã kết thúc left

    I am looking for an experienced Odoo developer to build and customize my website and changes in developed module Functionalities: - E-commerce: I need the website to have a fully functional e-commerce platform where I can sell my products online. Custom Modules: - I need custom modules developed to enhance the functionality of my website and meet my specific business needs. Timeline: - The project should be completed within 3-4 weeks. Skills and experience required: - Strong knowledge and experience in Odoo development - Expertise in e-commerce and CRM functionalities - Ability to develop custom modules and features - Efficient time management to meet the project deadline.

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    Plugin for CRM Đã kết thúc left

    Goal: ● Create a plugin for a CRM to offer cash discounts in the quoting / invoicing process that also utilizes a white labeled payment gateway based off of ipospays with the intent to drive more traffic and usage of the payment gateway. We have started considering 3 CRMs, but are open to suggestions on which one makes the most sense, even if it isn’t listed here: ● Jetpack ○ This is the most promising for long term viability as it includes a white labeling offering. ● ZoHo ○ This appears the easiest to publish a plugin to, out of the options we looked into. ● Click Up ○ As first glance, I didn’t see a way for us to create a plugin for this CRM The requirements for the Invoicing/Quoting portion of the plugin plugin to generate customizable PDF attachments for emai...

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    Descripción: Necesitamos desarrollar una aplicacion web ERP + CRM para nuestra empresa, la cual es una financiera que realiza prestamos a clientes bajo convenios con Clinicas y Medicos para realizarse cirugias esteticas, temas dentales y todo lo concerniente a ayudas medicas. Tendremos dos bases de datos principales. clientes y convenios. De los clientes requerimos llevar el control de la cartera, recaudos, establecer las moras en los pagos. Categoría: Programación y Tecnología Subcategoría: Programación Web ¿Cuál es el alcance del proyecto?: Crear un nuevo sitio personalizado ¿Es un proyecto o una posición?: Un proyecto Actualmente tengo: Tengo una idea Disponibilidad requerida: Según se necesite Integrac...

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    Cold calling Đã kết thúc left

    ...appointments with potential clients - Lead Generation: Assistance needed in finding leads - Skills and Experience: - Experience in cold calling and appointment setting - Excellent communication and persuasive skills - Proficient in lead generation and research - Ability to maintain a professional and friendly demeanor over the phone - Strong organizational and follow-up skills - Knowledge of CRM software for lead management - Results-oriented and able to meet appointment targets - Previous experience in healthcare sales or appointment setting is a plus Note: This project requires a freelancer who is comfortable with making cold calls to potential smma clients, with the main objective of setting up appointments. The freelancer should have experience in lead gen...

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    Need a new theme / updating an existing theme for a PHP script. The theme controls the display of the pages so no need to update every page of the script. The UI needs to be redesigned similar like MailChimp UI. You must have PHP, JavaScript and CSS experience. Customising the theme for both admin and customer view.

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    I am looking for a SuiteCRM specialist to modify the theme and make specific functionality changes. Specific modifications needed: - Implementing specific requirements for functionality changes Ideal skills and experience: - Experience with SuiteCRM and theme modification - Strong understanding of CRM systems and functionality customization - Ability to implement specific functionality requirements Timeline: - The timeline for these changes is flexible.

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    Perfex CRM UI Redesign Đã kết thúc left

    I'm in need of a creative devs eye to craft a new theme for my Perfex CRM. This redesign should replicate the UI design of Mailchimp and easily customisable if required. Expectations are that this new theme should flawlessly align with all platform aspects, including custom modules. Some experience with replicating UI design and knowledge of Perfex CRM will undoubtedly be beneficial in this project.

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    Lead Generation Đã kết thúc left

    Lead Generation I am looking to generate 100-500 leads in the Other industry. The preferred method of contact for these leads is through phone. Skills and Experience: - Experience in lead generation - Strong communication and phone skills - Knowledge of the Other industry - Ability to gather and compile accurate lead data - Proficiency in using phone and CRM systems

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    I'm seeking a professional to build a Customer Relationship Management (CRM) system. Although I have omitted to specify individual features, this project requires a CRM that is multifunctional and allows for an intuitive user-experience. Key deliverables should include but not be limited to: - A robust contact management interface - An efficient sales pipeline tracker - A comprehensive task management system Candidates applying should ideally possess: - Strong skills in CRM development - Demonstrated experience with multiplatform software - The ability to work independently and creatively The CRM system to be developed should be compatible with a range of platforms including desktop, mobile devices and web based platforms. Lastly, freelancers interes...

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    I'm looking for freelancer to switch from lara-vue to Square API. Skills - Square API, -Restaurant logic -Barcode Reader - Printer - Pin-pad - Reservation -Queue System - CRM First of all, I am looking for a Freelancer to integrate my existing Kiosk project and OnlineOrder into my POS project using SquareAPI. A suitable freelancer must be proficient in the Square API and familiar with the Barcode Reader function, Printer, Pinpad, and Restaurant logic. It must also have an email sending function that allows you to connect to a website and send emails to customers. This is very urgent so we need to finish all projects before Chrisms. It is possible if you are familiar with restaurant logic and have previous experience. I will only conduct conversations with the most qual...

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    Voz en español (mujer) Đã kết thúc left

    Transforma tu manera de comunicarte con WhatzMeChat, la solución CRM multi agente innovadora para WhatsApp. Facilita la interacción con tus clientes y coordina a tu equipo con herramientas avanzadas de gestión. WhatzMeChat te ofrece la plataforma ideal para elevar la satisfacción del cliente y agilizar tus operaciones diarias. Aprovecha la oportunidad de integrar la comunicación de tu empresa en un único y eficiente sistema. Para más información o para agendar una demostración, envíanos un correo a contacto(at)whatzmeapi.com. Con WhatzMeChat, conecta, comunica y conquista.

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    complaints ticketing system Đã kết thúc left

    Project Title: Complaints Ticketing System Overview: I am in need of a freelancer to develop a complaints ticketing system that will effectively manage customer complaints. The system should be capable of tracking resolution progress and generating reports and analytics. Requirements: Managing Customer Complaints: - The main purpose of the system is to efficiently manage customer complaints. - It should provide a user-friendly interface for customers to submit their complaints. - The system should have the ability to assign complaints to different departments or individuals for resolution. - It should allow for easy communication and collaboration between customers and support agents. Expected Volume of Complaints: - The expected volume of complaints is low, with less than 50 p...

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    Data migration data cleaning Đã kết thúc left

    Hello, I have an excel file with 1100 rows. In each row the first column looks like this: "Herr Uwe xxxxx ","ACC1131","","04348-912411","","","","","","","","","","","","","0","","Birthexxxxx","0","11-12-2023 08:45:08","12-09-2023 09:08:58","Birthexxxxx","0","Birthexxxxx","","","Grosser Hafen 8","","","","Dobersdorf","","","","24232","","",""," " It’s an export from a crm...

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    I'm in need of an experienced PHP Laravel API developer, capable of copying some working API integration code from a test page, and applying it inside my primary system/CRM. It would be a bonus if you have experience with OpenAI API, but it's not essential. The task needs to commence immediately. I need someone to work next 2 or 3 hours with me

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    Crear, alimentar, desarrollar un sitio web donde se almacenen todos nuestros cursos, capaz de recibir pagos y planeación de lanzamientos, embudos de ventas y landing pages; seguimiento y revisión de CRM

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    ...effective communication, including file sharing, voice messages, and multimedia content. - Strong interpersonal skills and the ability to build trust and rapport with potential buyers. - Results-oriented mindset with a drive to achieve and exceed sales targets. - Exceptional organizational and time management skills to handle multiple conversations and leads simultaneously. - Basic knowledge of CRM software or lead management systems for efficient lead tracking. - Proactive and self-motivated, with the ability to work independently and as part of a team. - Knowledge of the [industry/product/service] is a plus. If you are passionate about sales and have a knack for engaging potential buyers, we want to hear from you. Take the next step in your career and apply today by submittin...

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    ...expert in Zoho CRM to handle a complete makeover of my CRM system. This includes: - Workflow Automation: Implementing systematic automation to streamline the business process and reduce repetitive tasks. - Custom Fields and Modules: Altering CRM entities to match my unique business needs and improving the system usability. - Email Integration: Enhancing communication by synchronizing the CRM with our email platform for seamless data exchange. - Website Integration: I need to sync customer data between my website and CRM, ensuring consistency and up-to-date records. Lastly, I also require Zoho One to be integrated for the interlinking of applications which aids in efficient business processes. The ideal freelancer should be well-versed in...

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    Zoho crm customization Đã kết thúc left

    I am looking for a freelancer who can help me customize my Zoho CRM. Specifically, I need assistance with customized workflows and automation. - Ideal skills and experience: - Strong knowledge and experience in Zoho CRM customization - Expertise in creating and implementing customized workflows and automation - Ability to refine and improve existing automation workflows - Familiarity with Zoho CRM's customization features and tools I already have a basic idea of the workflow I want to be automated, but I need help refining it. - Ideal skills and experience: - Experience in working with clients to develop and optimize automation workflows - Ability to understand and translate client requirements into effective automated processes Additi...

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    ...между нашими клиентами и разработчиками, занимаясь созданием и поддержкой веб-сайтов и интернет-магазинов. Обязанности: • Общение с клиентами и разработчиками. • Создание технических заданий и инструкций для программистов на английском языке. • Запись видео для программистов и клиентов с объяснением инструкций. • Генерация текстов с помощью чат-ботов (для норвежского рынка). • Работа с системой CRM. Требования: • Хорошее знание английского языка. • Высокая внимательность к дизайну и хорошее понимание дизайна. Большое уделение внимания к мелочам. • Опыт работы с WordPress, Shopify, Photoshop и другими платформами. Мы предлагаем: • Возможность работать в удобное для вас время, сочетая эту должность с другой работой. • Почасовую о...

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    I am looking for a telemarketer to sell first aid training courses to businesses. Target Audience: - Businesses Telemarketing Calls: - Expecting 0-100 calls to be made each day First Aid Training Courses: - Offering Basic Life Support courses Ideal Skills and Experience: - Proven experience in telemarketing and sales - Excellent communication and persu...to be made each day First Aid Training Courses: - Offering Basic Life Support courses Ideal Skills and Experience: - Proven experience in telemarketing and sales - Excellent communication and persuasion skills - Knowledge in first aid training and its importance - Ability to effectively target and engage businesses - Track record of meeting or exceeding sales targets - Familiarity with CRM software for lead m...

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    I'm looking for an experienced app developer who can build a specialized tool for use in an industrial con...Android platforms. It should have several specific features: • Inventory Management: The app should integrate a sophisticated inventory system capable of tracking and managing numerous items in real time. • CRM Integration: The selected freelancer should also have the skills to flawlessly integrate this app with our existing CRM system. • Real-time Data Monitoring: The app should be capable of monitoring data, updating and reflecting changes live. Ideal candidates will have significant experience in app development on multiple platforms with a special focus on inventory management systems and CRM integration ability. Real-time data handling...

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    Quote for 1 hour task. Hello, Looking a detailed explanation to this question. I have showed my App and CRM to a potential customer and they have asked if its possible to have their existing sign on functions added which is the Microsoft single sign on with their company email and password. Question: is it possible to add this sign on function to my application and how can it be integrated? how are users managed from my CRM when their credentials are private with their company/Microsoft? Are there two user databases? Can you write an answer detailing this response to the designs of my current service so it can be straightforward to be developed? I am looking for a developer who can integrate Azure Active Directory for my Microsoft SSO project. Skills and Experience...

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    I am looking for a skilled developer to create a...Platform: The chatbot should be built on the website platform. Queries: The chatbot will handle technical support queries from customers. It should be able to provide accurate and helpful responses to technical questions. Integration: The chatbot needs to be integrated with a CRM system. This integration will allow the chatbot to access customer information and provide personalized support. Skills and Experience: - Expertise in building chatbots for websites - Knowledge of website platforms and integration with CRM systems - Strong understanding of technical support requirements and best practices If you have the necessary skills and experience to create a responsive chatbot for customer queries on a website, please subm...

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    Job Opportunity: Prospecting and Engagement Specialist We're on the lookout for a dynamic individual to join our team as a Freelance Prospecting and Engagement Specialist at our Fashion Ecom...enhancement of the platform's value proposition. Requirements: Proven experience in sales, business development, or account management within the fashion industry. In-depth knowledge of fashion retail, e-commerce, and store operations. Strong negotiation, communication, and presentation skills. Ability to work independently and collaboratively in a fast-paced, dynamic environment. Proficiency in CRM software, MS Office Suite, and analytical tools. Additional Requirements: Freelancer with a passion for the fashion industry. Location: New York City Age: 23 to 30 years old Experience...

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    Cold calling Marketing Sales Đã kết thúc left

    ...follow scripts and handle objections effectively - Proficiency in CRM software for lead tracking and management Project Description: We are seeking a skilled cold calling professional to assist us in scheduling appointments for our eye care services. Our target market is the eye care industry, and we have a list of potential leads that you will be contacting. The main purpose of the cold calls is to schedule appointments for interested individuals. Ideal candidates will have previous experience in cold calling and appointment setting, preferably within the eye care industry. Strong communication and persuasion skills are essential, as well as the ability to follow scripts and handle objections effectively. Proficiency in CRM software for lead tracking and management is a...

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    ERP CRM progrom development Đã kết thúc left

    ERP CRM Program Development - Desktop Software with Inventory Management for 11-50 Users I am looking for a skilled developer to create a desktop software for our ERP CRM program, with a focus on inventory management. Key Features: - Inventory management system to track and manage stock levels, orders, and deliveries - Integration with sales and lead management to streamline the sales process - Customer service and support functionalities to ensure prompt and efficient customer assistance Platform Preferences: - Desktop software: We require a solution that can be installed and accessed directly from desktop computers. and over the cloud Number of Users: - The ERP CRM program will be used by 11-50 users within our organization. Skills and Experience: - Strong know...

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    Интеграция в crm Đã kết thúc left

    Необходимо подключить к kommo crm 5 площадок для сбора лидов. У всех открытый API.

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    long-term remote sales agents Đã kết thúc left

    Seeking mid- to high-level remote sales agents with experience in inbound sales for a long-term position in the technology industry. Role: - Inbound sales agents will be responsible for handling incoming sales inquiries and converting them into successful sales. - They will need to possess excellent communication and persuasion skills to understand customer needs and provide appropriate solutions. Responsibilities: - Handle inbound sales calls and emails, providing product information and guidance to potential customers. - Convert inquiries into sales by effectively communicating the value and benefits of our technology products. - Maintain accurate records of customer interactions and sales transactions. - Collaborate efficiently with internal teams as a team. ...

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    I'm seeking a talented UI/UX designer for a desktop application. Specifically, the application is an Enterprise Resource Planning (ERP) system. The key functions of this ERP include: - Sales and Customer Relationship Management - Finance and Accounting - Project Management - Human Res...intuitive and engaging user experiences for complex data systems. Ideally, you have worked on ERP applications before and understand how to create a logical flow of information. Your designs should make the system easy to use, while also ensuring all key features are readily accessible. Key skills: - Desktop Application Design - UI/UX Design - Experience with ERP Systems - Knowledge in Sales & CRM, Finance & Accounting, Project Management, HR modules - Strong understanding of user-cent...

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    CRM maintenance Đã kết thúc left

    CRM Maintenance I am currently using an unspecified CRM platform and I am looking for someone to help with the maintenance of my CRM system. The key tasks that need to be undertaken for this project include: - Data management: Ensuring that all data in the CRM system is accurate, up-to-date, and organized. - Software updates: Keeping the CRM system updated with the latest software versions and patches. - User support: Assisting users with any issues or questions they may have regarding the CRM system. I prefer to communicate with the freelancer via phone throughout the project. Ideal skills and experience for this job include: - Proficiency in CRM platforms, specifically with experience in the unspecified CRM platform. - ...

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    ERP CRM progrom development Đã kết thúc left

    ERP CRM Program Development - Desktop Software with Inventory Management for 11-50 Users I am looking for a skilled developer to create a desktop software for our ERP CRM program, with a focus on inventory management. Key Features: - Inventory management system to track and manage stock levels, orders, and deliveries - Integration with sales and lead management to streamline the sales process - Customer service and support functionalities to ensure prompt and efficient customer assistance Platform Preferences: - Desktop software: We require a solution that can be installed and accessed directly from desktop computers. and over the cloud Number of Users: - The ERP CRM program will be used by 11-50 users within our organization. Skills and Experience: - Strong know...

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    cold caller Đã kết thúc left

    Technology Cold Caller for Appointment Setting (20-40 hours/week) I am looking for a skilled cold caller with experience in the technology industry to assist with appointme...sales team. Hours: - The cold caller is expected to work 20-40 hours per week, depending on the workload and availability. Skills and Experience: - Previous experience in cold calling, particularly in the technology industry, is highly desirable. - Strong communication and persuasion skills are necessary to effectively engage potential clients and secure appointments. - Familiarity with CRM systems and lead generation tools will be beneficial for managing leads and tracking progress. If you have the necessary skills and experience in technology cold calling and appointment setting, please submit your...

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    ...am in need of a skilled cold caller who can assist me in appointment setting for my marketing sales. Requirements: - Experience in cold calling and appointment setting - Ability to effectively communicate and engage with potential clients - Proficient in sales techniques and strategies - Strong negotiation and persuasion skills - Excellent phone etiquette and communication skills - Self-motivated and target-driven Responsibilities: - Make outbound calls to potential clients - Introduce our marketing services and products - Set appointments for sales meetings - Maintain accurate and detailed records of calls and appointments Ideal Skills and Experience: - Previous experience in cold calling and appointment setting - Knowledge of marketing and sales techniques - Familiarity wit...

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    I am looking for a skilled developer to build a new CRM Mortgage origination software for my business. This software should have the following features: - Loan origination: The software should be able to manage the entire loan origination process, including capturing borrower information, calculating loan terms, and generating loan documents. - Web-based platform: I prefer the CRM software to be web-based, accessible from any device with an internet connection. - Budget: My budget for this project is less than $10,000. Ideal skills and experience for this job include: - Experience building CRM software or similar applications - Strong knowledge of mortgage origination processes and regulations - Proficiency in web development technologies such as HTML, CSS, and Java...

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    Zoho CRM integrator Đã kết thúc left

    Need to setup the configuration of Zoho CRM in what involves: Leads pipeline setup according to Sales policies Disable unused modules Create automated actions from call results to change lead status or information Replicate customization in 3 instances Ensure call integration using PhoneBurner is correctly registering the call outcomes and automations being executed Update Sales Journey Path to reflect the above steps

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    Acciones de mejora para una cuenta de CRM B2B Objetivo: Mejorar la eficiencia y eficacia de la cuenta de CRM B2B para aumentar la conversión de leads en clientes. Acciones: de una estrategia de marketing automation centrada en el cliente. Esta estrategia debe basarse en la definición de buyer personas y customer journeys para cada segmento de mercado. 2. Optimización de la base de datos de clientes potenciales. Esto incluye la limpieza de datos, la creación de propiedades y la normalización de nomenclaturas. ón de procesos de marketing y ventas. Esto incluye la telecualificación de leads, la generación de flujos de nurturing y la creación de contenido dinámico. 4. Mejora de la analítica de market...

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    ...Experience with setting up marketing campaigns and generating leads - Knowledge of retirement planning services and strategies - Familiarity with HubSpot CRM and email autoresponder system Responsibilities: - Coordinate between web forms, CRM, and email autoresponder to ensure smooth lead generation and follow-up process - Implement strategies to drive traffic to my website for retirement planning resources - Optimize the marketing campaign to increase brand awareness and reach my target audience efficiently Skills and Experience: - Strong understanding of retirement planning and social security options - Proficiency in using HubSpot CRM and email autoresponder system - Proven track record in generating leads for retirement planning services - Excellent communicat...

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    Data Cleaning Đã kết thúc left

    ...and clean CSV files exported from our CRM system, FreshChat. These files contain conversations between our agents (team members) and clients (students). The goal is to structure this data effectively for use in developing a machine learning bot. Responsibilities: Clean and organize approximately 100 CSV files exported from FreshChat. Extract and clearly define questions and answers from conversation logs. Structure the data in a machine learning-friendly format. Collaborate with our team to understand specific data requirements for the ML bot. Ensure data integrity and confidentiality. Requirements: Proven experience in data cleaning and organization, particularly with CSV files. Understanding of machine learning data requirements. Experience with CRM systems, preferabl...

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