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    2,000 best crm jobs fundet, i prisklassen EUR

    ...contact for client inquiries and concerns. - Communicate business needs to design and technology teams ***New Business Development: - Identify and pursue new business opportunities in alignment with company goals. - Conduct market research to identify potential clients and industries. - Collaborate with the sales team to create compelling pitches and proposals. - Receive lead-lists and use our CRM system to prospect and build connections. ***Appointment Setting: - Proactively reach out to prospects to schedule qualified meetings. - Maintain a robust pipeline of leads and opportunities. - Ensure timely follow-up to secure appointments and enhance client engagement. ***Team Collaboration: - Participate in weekly team meetings to discuss ongoing projects and strategies. - Coll...

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    The primary goal of this Instagram graphic is to STOP THE SCROLL and get people to click to learn more about Agent CRM () Headline: "It's kinda like Ozempic for your monthly software spend" Branding Guidelines: We're not just looking for a design; we want a scroll-stopping masterpiece. Think bold, think dynamic, think attention-grabbing. Your design should embody the essence of scroll-stopping creativity. Bold Typography: Typography should be a standout feature, delivering a clear and impactful message. Vibrant Colors: Infuse the design with vibrant and eye-catching colors that resonate with the audience. Creative Visuals: Incorporate imaginative and visually striking elements that immediately draw the viewer in.

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    I'm seeking driven freelancers adept at creating hig... - Must possess dependable decision-maker contact details - Target companies of a significant size - Geographically based in our predefined locations Ideal Freelancer Profile: - Experienced in B2B lead generation - Solid grounding in E-commerce, Healthcare, and/or Finance industries - Proficient with CRM tools and LinkedIn for lead sourcing - Skilled in communication and negotiation - Proven track record of meeting or exceeding a 20% lead conversion rate This partnership is best suited for those who are: - Motivated by performance-based earnings - Capable of working autonomously - Results-oriented with a strategic sales mindset Please bid if you're prepared to align your success with ours through this r...

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    Create Invoice & Create Receipt button will be there on CRM and related functionality like invoice creation from invoice button and receipt creation from receipt button

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    I'm seeking an experienced developer to build a robust content management ...what's crucial: - User management system for varying access levels - Intuitive content editing tools - Efficient file upload and management features - A comprehensive customer database - Advanced search and filter options within the database - Customizable fields and profiles for customer data Ideally, you should have the following skills and experience: - PHP development expertise - Knowledge of CRM systems - Experience with user interface design - Proficient in writing scalable and clean code - Database management skills, especially with search functionalities - Prior work creating customizable fields within a system Your ability to integrate these features seamlessly will be key to the succ...

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    ...Requirements: - A web-based system for accessibility anytime, anywhere - Strong lead tracking capabilities to monitor lead status and interactions - Integration with web forms, Excel file Upload, and manual entry for lead capture Ideal Candidate Skills: - Proficient in web development (.Net Core , Angular , HTML CSS) - Experience with database design and management - Knowledge of lead tracking and CRM systems - Efficient in integrating form and Excel/email data - Adept in creating user-friendly interfaces To ensure the system enhances our sales process, the freelancer should also have a solid understanding of sales pipelines and be able to suggest improvements for lead management workflows. Looking forward to collaborating with a detail-oriented and innovative developer who ca...

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    ...with state-of-the-art CRM and marketing automation tools. The ultimate goal is to refine our sales funnel, ensuring enhanced lead conversion rates. Key Project Aspects: - Implement CRM to meticulously monitor our sales leads. - Set up automated follow-ups post-signup to maintain engagement. - Assure these automated emails are triggered reliably after a potential lead's registration on our site. Ideal Candidate Traits: - Proficient in CRM & marketing automation software. - Strong background in lead tracking systems. - Track record of improving sales funnels. - Aptitude for website integration with CRM tools. Anticipated Outcomes: - A robust system for nurturing leads. - Increased lead conversion through prompt follow-ups. - Efficient workflow betw...

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    Vedi allegato per dettagli progetto. Richiesta conoscenza nello sviluppo di integrazioni WP su sistemi terzi. Il core del progetto è la scrittura di moduli per il collegamento tra WP e vTiger tramite chiamate Web API.

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    We want to do a scrapping of some data fields and insert it's to zoho crm

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    I'm looking for an expert who can dive into my Zoho ecosystem and fine-tune it specifica...straightforward task for someone familiar with Zoho CRM's capabilities. The job will involve: - Assessing the current setup of my Zoho CRM - Customizing modules and workflows to streamline operations - Implementing best practices for sales process optimization - Providing a brief training or guidance document Ideal skills and experience: - Proficiency in Zoho CRM customization - Proven track record of improving sales processes - Strong communication skills - Ability to provide training and support documentation Your expertise will not only optimize my sales but also contribute to the growth of my business. I'm excited to see how you can transform my Zoho C...

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    ...organizational and time management skills - I have excellent verbal and written communication skills like email writing, email handling, email management, also I have proper knowledge of different email marketing platform like Klaviyo, Sendinblue, Zoho, SendPlus, Mailchimp, Mautic etc -I am expert to schedule appointments or meetings by using different online platform like Zoom, Google Meet, Zoho CRM etc. - I can design basic graphic design by using Canva - I am proficiency in Microsoft Office Suite, Excel, PowerPoint, Google Spreadsheet, Google Docs - I am expert of research and data entry tasks like lead generation, web scarping and data collection from different website like Apollo, LinkedIn Sales Navigator, etc - I am familiar different social media platforms like Facebook, L...

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    I'm looking for a freelancer with strong experience and background in implementing, customizing and managing Monday.com. This music production company I represent requires a comprehensive setup for project management, task tracking, and collaboration, including, but not limited to CRM, finance, and production implementation. Key tasks include: - Streamlining work processes for effectiveness and harmonization across all departments - Setting up automation and integrations to optimize operations - Conducting training for key staff (beginner-friendly) Skills and experience: - Proven mastery - Excellent systems integration - Training capabilities - Prior work with sales, marketing, production, and financial teams Your ultimate objective is to achieve a smooth transition for ...

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    ...enhance our SaaS company's website, particularly with specific design improvements in color, fonts, and interactivity. We have a SaaS tool that serves as a fundraising toolkit. 1) investor research -- this feature enables founders to use an advanced set of filters to identify the right investors for their company. it also provides advanced analysis on investors in the form of a dashboard. 2) CRM tool -- this is an end to end pipeline tool that enables founders to manage every step in the fundraising process through a pipeline tool. this is also powered by AI and gives founders live recommendations based on how their pipeline is moving, investors they are adding etc. (3) power connect -- this tool leverages gmail, linkedin and other accounts to identify the fastest...

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    I need Figma Design for CRM Platform 15 Pages Desktop and Mobile Designs. The final files will be Figma and it will be based on the Dark theme

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    Use the Microsoft Dynamics 365 Business Central platform to build a highly-automated commercial real estate lending platform. The primary operations of the business are to lend money to borrowers...commercial real estate industry (in Houston, TX), and receive debt service back from the borrowers. Each loan must have its own environment and will operate as it's own business (separate accounting records, relationship records, automations), however the environment could be created once as a template and replicated for all loans. All business functions are intended to be housed on the platform (CRM, accounting, automation, and other business operations). Workflows can be provided, though ongoing meetings will be required to work through the automations of the business as they are f...

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    Fremhævet Haster Forseglet
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    ...am looking for a talented 3D artist to create a realistic digital award for the "best in-class" video game. Awards to be modeled: > ? Overall Winner > ? Most fun > ? Most fitting for the community to work on > ? Best trailer > ? Biggest impact if complete > ? Best sound design > ? Best soundtrack > ? Most innovative > ? Most accessible > ? Emotional masterpiece If you win, we will go for a polish round and I will have you make the brand for the contest too. Just make 1 award -- any 1. I'd like you to make an image which is an award for each of these. The award should be a 3D digital render. At the bottom should be a label that says "[P1] Ignite Fest 2024 - Most Innovative" or "[P1] Ignite Fes...

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    I am looking for a Wordpress expert to optimize my website and improve its loading speed. The current speed of my website is average, but I want it to be faster. Skills and experience required for this project include: - Expertise in Wordpress website optimization - Experience in improving loading speed - Knowledge of image and database optimization techniques The ideal candidate should be able to analyze my website's performance and implement the necessary optimizations to achieve a faster loading speed. The goal is to make the website load as quickly as possible, although the specific target speed is not defined. If you have a proven track record in optimizing Wordpress websites and can help me achieve a faster loading speed, please bid on this project.

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    Necesito instalar mi crm PHP en la web

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    Fremhævet Haster NDA

    ...potential customers, I'm in need of a skilled Lead Generation Specialist to attract and convert potential leads who have shown an interest in my products/service. The candidate should utilize best practices in lead generation despite the exclusion of specific methods, supporting growth across unspecified industries. Requirements: - Proven experience in Lead Generation - Proficiency in using different tactics to generate interest - Exceptional communication skills to engage potential leads - Identify and cultivate potential customers who have displayed an interest in our offering - Proficient in CRM software Individuals who can contribute creative ideas for lead qualification are highly preferred. The goal is to generate leads who have a clear interest in the prod...

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    ...handling tasks like CRM, inventory management, and sales reporting. Key Features: - CRM (Customer Relationship Management): The software should facilitate seamless interaction with customers, from capturing their information to engaging them at every sales point. - Inventory Management: The software should track and manage my stock proficiently to avoid stockouts and overstock situations. - Sales Reporting: I need this feature for a comprehensive understanding of sales trends and forecasting. - Real-Time Site Visit Tracking: This feature should incorporate tracking of all site visits in real-time for instant data analysis and prompt decision-making. Skills And Experience: - Extensive expertise in software development specifically for retail businesses - Proficiency in ...

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    ...necessary to support remote operations. To this end, our interest lies in implementing a range of systems: - A Content Management System (CMS) to manage and streamline our digital content, - A Customer Relationship Management (CRM) system to optimally track and manage customer interactions, - An Enterprise Resource Planning (ERP) system to manage and integrate our various business processes. -Integrated software and systems -Information security Ideal applicants for this project will have substantial experience in digital transformation, a strong understanding of CMS, CRM, and ERP systems, and a proven track record in modernizing outdated IT infrastructures. Candidates with a strong integration background will be given preference. We look forward to entering a more effic...

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    ...through a CRM system Integrate with Google Workspace and RingCentral Key Features: Pricing Packages: Clearly display different pricing tiers for your publishing packages, with each tier outlining the included services (e.g., editing, illustration, printing, marketing). You can use a table format or individual cards for each package. CRM Integration: Explain that you need a CRM system like Capsule to track all your interactions with authors, including contact information, payments, manuscript submissions, and website traffic. This will help you manage leads and sales effectively. RingCentral Integration: Mention that you want to use RingCentral for your phone and communication needs. The developer should ensure seamless integration between RingCentral and your we...

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    Sales executive Udløbet left

    ...ideal candidate will have 1-3 years of experience in sales and possess specific skills necessary for success in this role. Skills and Experience Required: - Proven track record in sales, preferably in the technology industry - Strong communication and interpersonal skills - Knowledge of sales techniques and strategies - Ability to build and maintain relationships with clients - Familiarity with CRM software and tools - Goal-oriented and self-motivated Responsibilities: - Generate leads and identify potential clients in the technology industry - Conduct sales presentations and demonstrations to prospective clients - Close sales deals and meet or exceed sales targets - Build and maintain long-term relationships with clients - Provide excellent customer service and support - Stay ...

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    Estoy buscando un programador experto en PHP y Excel. Tengo un excel y lo que quiero es crear un dashboard personalizado para mostrar esa información y dejar el excel conectado o importar los datos directo del CRM que es IMPORTANTE: HABLAR ESPAÑOL PARA QUE PUEDA VER EL VIDEO Y ENTENDERLO. Habilidades y Experiencia Ideal: - Expertos en PHP y Excel - Experiencia en el desarrollo de soluciones personalizadas - Comprensión sólida de la integración del sistema - Capacidad para generar reportes personalizados y mejoras en la interfaz de usuario - Experiencia con la automatización de tareas y mejora del rendimiento

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    ...necessary to support remote operations. To this end, our interest lies in implementing a range of systems: - A Content Management System (CMS) to manage and streamline our digital content, - A Customer Relationship Management (CRM) system to optimally track and manage customer interactions, - An Enterprise Resource Planning (ERP) system to manage and integrate our various business processes. -Integrated software and systems -Information security Ideal applicants for this project will have substantial experience in digital transformation, a strong understanding of CMS, CRM, and ERP systems, and a proven track record in modernizing outdated IT infrastructures. Candidates with a strong integration background will be given preference. We look forward to entering a more effic...

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    ...integrating social media and adding e-commerce functionality to WordPress sites. Proficiency in handling APIs and a good working knowledge of JSON are necessary, as well as solid general programming skills. Please bid with relevant examples of past work. We will provide you the api details. You can get all the data and images link by api. Required a Plugin that integrates real estate listings from our CRM into our WordPress site, allowing users to view and manage various properties categorised by sales, rent, or features, complete with detailed pages and social sharing options. also required pagination for data, required fields or option to filter the data as per client required, data can be display through the short code. Must be SEO friendly. There are various types of data so...

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    I am looking for a CRM Developer who can work with the API of our current CRM platform. The main functionality we require is reporting and analytics. We need someone who can quickly and efficiently integrate the API to generate the necessary reports and analytics. All SIM Card activity The timeline for this project is urgent, with a timeframe of 1-2 weeks. Only experienced people contact me. who made telecoms CRM Ideal skills and experience: - Experience with CRM platforms and their APIs - Proficiency in data analysis and reporting - Strong understanding of the telecommunication industry - Ability to work quickly and meet tight deadlines

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    CRM architect Udløbet left

    ...our CRM sales platform and are in search of an architect who can guide our developer to smoothen the development. This project is urgent and requires immediate attention. Ideal Skills and Experience: - Zoho system proficiency - Familiarity with various Zoho CRM features, particularly in Task Management, Customer Segmentation, and Sales Reporting - Proven track record in enhancing CRM platform use and efficiency - Ability to deliver quality results quickly, as this project needs to be completed ASAP - Prior Experience in integrating and implementing Whatsapp API tools (Business on Bot), Mail API tools (Send Crux & Mail Chimp) and Messaging tools as well. Your responsibilities will majorly revolve around designing the work flow and coordinating with the IT team...

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    I am looking for a freelancer who can help me verify my Google My Business profile without using videos and regain my suspended listings. This is a long-term project as I have more than 10 listings( in short time 100 needed ) that need to be verified. Skills and Experience: - Experience in verifying Google My Business listings - Knowledge of Google's guidelines and ho...verifying Google My Business listings - Knowledge of Google's guidelines and how to avoid violations - Ability to accurately update and correct information on the listings - Understanding of the process to regain suspended listings - Efficient and quick turnaround time, as the completion of this task is expected within a week. If you have the necessary skills and experience, please provide your best off...

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    CRM Development Udløbet left

    CRM Development for Existing Business - I am looking for a developer to create a CRM system for my existing business. - The most important feature I need in the CRM is customer service tools. - I have a budget of less than $1000 for this project. Ideal Skills and Experience: - Experience in CRM development - Proficiency in customer service tools integration - Ability to work within a limited budget

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    ...looking for a freelancer who can help me with my Zoho Expenses issues. I am currently experiencing the following specific issue: - Some products/all of them are not reflected in Zoho CRM - Expenses; Screenshots of how it supposed to be and how we see it now attached - Products syncing between Zoho Books and Zoho CRM; - "Customer Name" and "Payment Made" is not displayed anymore in Zoho CRM - Expenses. screenshot attached. I have not made any recent changes or updates to my Zoho Expenses account, and I am using the latest version. Ideal Skills and Experience: - Extensive knowledge and experience with Zoho CRM - Expenses - Custom Modules - Proficiency in troubleshooting and resolving Zoho Expenses issues - Strong understanding of expense...

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    ¡Buscamos Freelancer Telemarketer para Proyecto de Software de CRM con gestión administrativa contable! Sobre Nosotros: Somos una empresa en crecimiento, situada en Buenos Aires, dedicada al desarrollo de soluciones de software CRM con gestión administrativa contable. Nuestro producto se destaca por integrar con WhatsApp y MercadoLibre, ofreciendo una herramienta completa y competitiva en el mercado. Lo que Necesitamos: Estamos en la búsqueda de un Telemarketer Freelancer dinámico y con habilidades para concretar reuniones, para unirse a nuestro equipo en este proyecto de comercialización. Si tenes experiencia en ventas telefónicas, pasión por la tecnología y sos un as en generar llamadas en frío efectivas, ...

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    Project Title: Best Fix for Duplicate without user-selected canonical Description: I am looking for a skilled developer who can help me fix duplicate content issues on my website. The duplicate content is currently being generated due to web pages being similar but targeting different cities. Skills and Experience Needed: - Strong understanding of website structure issues and how they can lead to duplicate content problems - Experience in identifying and resolving duplicate content issues - Proficiency in accessing and modifying website backend or code - Familiarity with different website platforms and their potential impact on duplicate content (especially if the website is built on a custom-built platform) - Ability to implement a fix for duplicate content without relying on use...

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    ...an expert in Zoho CRM and Desk. The freelancer will have to help implement and optimize their functions on my platform. Tasks include but are not limited to: - Setting up and managing Lead Management. - Setting up Sales Pipeline Tracking. - Help Desk Ticketing. As a freelancer, your application should showcase your: - Relevant Past work implementing Zoho CRM and Desk. - Extensive experience in working with these tools. - Detailed project proposal outlining how you intend to carry out this project. My goal for implementing Zoho CRM and Desk is to increase sales efficiency, improve customer service, and streamline data management. Hence, I need a freelancer who can drive these outcomes and ensure an efficient workflow. Ideal candidates should have experience with...

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    I am looking for a Microsoft Dynamics CRM 365 Senior Developer with experience in the Online version. Skills and experience required: - Extensive knowledge and experience with Microsoft Dynamics CRM 365, specifically the Online version - Strong understanding of Sales Process Automation and the ability to develop and improve this functionality - Demonstrated experience in working with reporting and dashboards - Familiarity with Customer Service Management within Microsoft Dynamics CRM 365 The project has a specific deadline of completing the development and improvement of the Sales Process Automation functionality within 3 months.

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    ...products or services, features, and benefits to effectively communicate their value to potential clients. 5. Appointment Scheduling: Schedule appointments for our sales team based on the availability and preferences of both parties. 6. Lead Management: Keep accurate and detailed records of all interactions with prospects, including contact information, conversations, and appointment details in our CRM system. 7. Follow-Up: Conduct follow-up calls and emails to nurture leads and convert them into scheduled appointments. 8. Goal Achievement: Meet or exceed monthly and quarterly appointment-setting targets to contribute to the company's overall sales goals. 9. Feedback: Provide valuable feedback to the sales and marketing teams regarding prospect responses, objections, and...

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    We need to connect our CRM with our phone system in place. We need integration between Zoho CRM and WAZO (Asterisk 15) Features: - Click to call from Zoho Interface: callback user extention + keep time duration - Pop up when incoming call from WAZO and open customer record or if customer is not registred, open record creation and keep call duration It worked with ZOHO Phone bridge before annd it worked proprely but ZOHO CRM stopped the service few years ago. Thank you

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    I need an Airtable CRM setup for storing and managing clients, agents, sales data for a real estate company. This CRM will need 3 user roles - Super Admin, Admin and Agent. The exact project requirements will be given in a document where all the goals will be written in detail along with reference videos. In the document you'll be able to find two reference videos which will help you visualise how to data needs to be stored. Please go through the document before placing your Bid. The project time frame is preferably 7 days, maximum 10 days.

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    lead generation Udløbet left

    Lead Generation Project in the Technology Industry - Targeting the Technology industry for lead generation - Purpo...for lead generation - Purpose of lead generation is not specified - Desired quantity of leads is not specified Skills and Experience: - Experience in lead generation in the Technology industry - Knowledge of effective lead generation strategies and techniques - Proficiency in data mining and research - Strong communication and negotiation skills to engage with potential leads - Familiarity with CRM software and lead management systems - Ability to analyze and interpret data to identify potential leads and opportunities Note: The purpose of lead generation and desired quantity of leads should be clarified by the client for better understanding and accurate project ...

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    I'm looking for a skilled developer to create a robust, user-friendly SAAS website with a strong focus on Customer Relationship Management (CRM), Project Management, and E-commerce functionalities. This service will be tailored for enterprise companies, necessitating scalable structures, robust performance, and excellent security features. In particular, SAAS website should have: CRM Features: - Sales forecasting: The ability to utilize data and analytics to predict and track sales trends. - Contact management: Effective organization and tracking of customer information, conversation history, and related documents. Project Management: - Comprehensive tools for planning, executing, and tracking project success. E-Commerce: - Facilitating online purchases, secure tr...

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    ...website. 5. Utilize CMS WordPress for seamless content management and easy updates. **Technical Requirements:** - Design and development of one WordPress Website. - Ensure 100% Mobile Friendliness. - Integrate Multilanguage Plugin such as Google Translate or other suitable translators via WordPress Plugin. - All forms on the page must forward submissions to our Gmail and be stored in the WordPress CRM. - Logo, images, and content will be provided. - Implement essential plugins for SEO ranking and security measures. - Conduct thorough testing of the website for functionality and security before deployment. - Upload the finalized design to the server, ensuring a smooth transition. - Deliver source files and design materials to the client for future reference. **Qualifications:*...

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    I'm looking to fine-tune my CRM system, specifically in regards to lead tracking and management. This project involves integrating Swipe pages or email content into my Netsuite CRM Leads platform page. The primary goal here is to streamline my CRM workflow. In line with this, I require a way to automatically update each lead with specific input collected through forms. Ideal candidates for this project should have: - Significant experience in integrating third-party platforms into Netsuite CRM. - Functional knowledge of CRM lead tracking and management. - Familiarity with custom form data handling. - Proven ability to streamline and optimize CRM workflows. This project requires attention to detail and a high level of proficiency with ...

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    Os recursos que um aplicativo de organização de e-mail associado a projetos pode ter podem ser divididos em duas categorias principais: recursos de gerenciamento de projetos e recursos de organização de e-mail. Recursos de gerenciamento de projetos Os recursos de gerenciamento de projetos permitem que os usuários criem e gerenciem projetos, incluindo tarefas, prazos e membros da equipe. Alguns recursos específicos que podem ser incluídos incluem: Criação de projetos: Os usuários devem ser capazes de criar novos projetos com nomes e descrições personalizados. Adição de membros da equipe: Os usuários devem ser capazes de adicionar membros da equipe a projetos, incluindo nomes, endere&cced...

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    Adva van egy CRM szoftver amiben bizonyos számú "előgyártott" lekérdezés áll rendelkezésre, melyek egy xml file-ban vannak, (lásd csatolmány) Ezen file szerkesztésével lehet további egyéni lekérdezésekkel bővíteni a válsztható sablonokat. Ezen lekérdezések megírásához keresünk SQL-ben jártas szakértőt, aki segítene közösen elkészíteni további sablonokat, pl. Teams-es konzultáció keretein belül. Magyar nyelvű kommunikációt preferálunk az egyszerűség és a félreértések elkerül&eacu...

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    I'm on the lookout for a seasoned professional who can assist in the enhancement of my Business profile. The aim is to improve the quality of my existing customer reviews which will in return drive my online visibility. - The main goal in mind is ...online visibility. - The main goal in mind is achieving improved review quality. - The core strategy to be undertaken involves encouraging my customers to write more comprehensive and detailed reviews about their experiences with the business. An expert with a strong set of communication skills would be perfect for this project. Experience in customer engagement, online reputation management and Crm tools are a must to drive this project to its desired success. Let's work together in creating an impactful Business presenc...

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    ...pages and i just want those 6 unique pages to be developed. (I will replicate the rest of them) - It also has a basic form which is based on a logic and will give a correct answer depending on what the user selects. (I don't want to pay for a plugin for this form so it should be created wither using a free plugin or by coding. I also want the data collected in the form to be added in my hubspot CRM) - You also need to make sure the website is compatible on different web screen sizes Ideal skills and experience: - Proficient in WordPress development using Oxygen Builder. - Strong understanding of website design and layout. - Experience in implementing custom features and functionalities on WordPress websites. - Attention to detail and ability to follow design guidelines. - G...

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    ...intermediate-level Suite CRM freelancer who is proficient in the WordPress platform or other. Here are the main responsibilities for the project: -CRM Customization: Tailoring Suite CRM to perfectly match our business needs, successfully making the software more user-friendly and effective for our specific use. -CRM Implementation: Ensuring that Suite CRM is accurately embedded into our website built on WordPress or others. It should be seamlessly integrated without disrupting the user-experience on our site. -CRM Training: After customization and implementation, the freelancer needs to conduct a thorough training. This training would help our team to quickly understand and effectively use the newly-implemented Suite CRM system. The i...

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    ...accountability. Your team must develop a system offering real-time tracking. Integration Requirements: * CRM Integration: Must be compatible with a customer relationship management system, facilitating seamless data nerve between the loan software and our existing CRM software. User Roles and Permissions: * Loan Admin Role: The software should include an administrator role with the authority to manage the entire system. * Loan Approval Role: We require a distinct user role allowing specific personnel to approve or reject loan applications. * Borrower Role: The borrower role should allow users to apply for loans, check their loan status, and make repayments. Your team's in-depth knowledge of CRM system integration, loan management software, and building user-...

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