Crm banking sectorproiecte

...require a Zoho One professional to help me with the implementation and customization of several key applications. - Primarily, I need assistance with Zoho CRM. The focus here will be on sales automation to enhance our overall sales process. - Additionally, I require support with Zoho Books. I aim to make the most of the financial management capabilities this application offers to streamline our business finances. - Lastly, I'd like to maximize the use of Zoho Analytics to help us gain better insights and make data-driven decisions. The ideal candidate for this project should have: - Proven experience in implementing and customizing Zoho One CRM, Zoho Books, and Zoho Analytics. - A strong understanding of sales automation, financial management, and data analysis....

...generation: The main focus of this project is to generate leads and drive sales, so the successful bidder should have a proven record in this area. Ideal Skills and Experience: - Digital Marketing Expertise: A deep understanding of digital marketing is essential for this project. - Proven Track Record in Lead Generation: Experience in lead generation, especially in the e-learning or educational sector, would be beneficial. - Advertising Skills: Proficiency in designing and implementing advertising campaigns on relevant platforms is a must. - Understanding of the Target Audience: Knowledge or experience in dealing with individuals interested in starting a career in digital marketing would be highly advantageous. If you feel you have the right skills and experience to take on th...

I need a skilled and experienced professional who can effectively promote my service within the crypto space. Key Requirements: - **Promotion:** You should be ab...crypto space and be able to effectively target those who are involved, or interested, in this field. - **Goals:** The main objectives of this promotion are increasing brand awareness and generating leads and conversions. You should be able to devise and execute a strategy that aligns with these goals. Ideal Freelancer: - Background in Marketing/PR/Advertising - Experience within the cryptocurrency sector - Proven track record of successful service promotions - Excellent communication and creative skills - Familiarity with the crypto audience on X Please share relevant experience and strategies you would employ for thi...

I'm looking for a talented designer to create an attention-grabbing billboard to promote my dental clinic. The purpose of this design is to advertise our services, while also gently addressing dental anxie...addressing dental anxiety. Key Requirements: - Experience with creating designs for advertising purposes. - Understanding of how to convey a message through visuals. - Sensitivity to the themes of dental anxiety and fear. - Ability to create designs that are both professional and friendly in style. The ideal candidate will have a strong portfolio of previous designs, particularly in the advertising sector. They should be able to advise on the most effective way to communicate the message of overcoming dental anxiety, while also promoting the clinic's professional an...

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We are in need of a skilled developer who has experience with both react js or angular as well as Flutter. The ideal candidate will be able to handle specific tasks for the project as well as provide ongoing support. The timeline for this project is less than a month. Skills and E...as well as provide ongoing support. The timeline for this project is less than a month. Skills and Experience: - Strong proficiency in React.js and - Experience with Flutter - Ability to handle specific tasks and provide ongoing support - Time management skills to meet the project deadline 1 great knowledge react js or angular and flutter 2 experience minimum 3 year 3 done any Erp and crm software 4 we can pay per hour 3 or 5 usd in a month200 to400 hours in a month 5 good knowledge Api integrat...

Subject: Urgent Need for Professional Tax Filing and Monthly Bookkeeping ...accuracy in a fast-paced environment. Project Requirements: - Please provide your detailed pricing structure per client for each of the services mentioned: individual tax filings, corporate tax filings, and monthly bookkeeping. - Indicate your availability to commence work on the tax extensions immediately. This service is intended to be an extension of our offerings in the credit and finance sector, responding to frequent client requests for professional tax and accounting assistance. Thank you for your attention to this urgent requirement. I look forward to reviewing your proposal and hope to collaborate with a dedicated professional keen on delivering quality and timely service. Good luck on your b...

I'm in need of an experienced leads generation specialist who can help me reach out to businesses and generate high-quality leads. Key Requirements: - Effective Email Marketing: Craft engaging email campaigns to...Calling Expertise: Proficient in making cold calls to potential clients and adept at handling objections. - Diverse Skillset: Able to employ multiple methods for lead generation, excluding ads. Primary Goal: The primary aim of this project is to increase sales. Therefore, the ideal freelancer will be results-driven, with a proven track record of driving sales through leads generated in the B2B sector. Your experience and strategic approach to lead generation will be crucial in ensuring the success of this project. Please include relevant samples of your work with...

I am currently in need of an experienced startup advisor who can lead me through the foundational processes of setting up my startup in the healthy snacks sector. The core products for my venture are millet-based healthy snacks and protein bars. Key responsibilities you'd be handing include: 1. Business Model Development: Crafting a robust and profitable business model for the venture. 2. Backlog List Creation: Creating a comprehensive list of what needs to be done for the startup to kick off effectively. 3. Paperwork Guidance: Need assistance in handling all paperwork required for launching the business, including that related to legalities, licenses, and permits. 4. Business Strategy: Providing strategic advice to guide the startup in the right direction. 5. Supplier C...

As the owner of E...consists of individuals and businesses seeking premium transportation services. The logo should appeal to this demographic and communicate the exclusivity and luxury of our offerings. Ideal Skills and Experience: - Proven experience in logo design, particularly for luxury brands - Creative flair and ability to think outside the box - Understanding of the chauffeur services industry and luxury sector - Strong graphic design skills, including proficiency in relevant software - Ability to communicate a brand's values and identity through visual elements I'm looking for a designer who can deliver a logo that not only meets but exceeds these criteria. If you believe you have what it takes to create a standout emblem for EXPO Chauffeurs, I encourage you to ...

I am in urgent need of skilled developers to create a web-based CRM system. The details of the industry this CRM will serve will be shared in further discussions. Ideal Skills and Experience: • Proven CRM development experience • Good command of web-based applications • Ability to deliver in a short timeline Timelines: Immediate start with a goal for as quick a completion as possible.

...sound and professional email marketing. • Technique: Concentrate efforts on personalized communication. Make use of tailored messaging with a strong blend of personal articulation and professionalism to entice the leads to act. Ideal candidates for this project would be professionals with robust experience in email marketing, lead generation, and a comprehensive understanding of the insurance sector. If you have a knack for personalized communication and a proven track record in driving leads through email marketing, I encourage you to bid. Skills Required Internet Marketing Sales Marketing Bulk Marketing Leads...

...Empresa: Somos una empresa líder en el sector de la belleza y el bienestar, dedicada a la fabricación y distribución de productos aromáticos y cosméticos de alta calidad. Buscamos expandir nuestro equipo con un agente comercial entusiasta y motivado que comparta nuestra pasión por mejorar la vida de nuestros clientes. Responsabilidades: • Desarrollar y gestionar relaciones con clientes nuevos y existentes. • Realizar visitas comerciales para demostración y venta de productos. • Mantener un conocimiento actualizado de nuestros productos y tendencias del mercado. • Alcanzar y superar los objetivos de ventas establecidos. • Proporcionar reportes regulares de actividades y resultados. Requisitos: • Experi...

...spearhead a lead generation campaign. Key Responsibilities: - Strategizing and executing a robust lead generation campaign that aligns with our business goals. - Crafting engaging email marketing campaigns to capture the attention of potential leads. - Efficiently utilizing telephone outreach to maximize lead generation. The ideal candidate should have: - Proven experience in the technology sector. - A strong background in successful lead generation campaigns. - Proficiency in email marketing and telephone outreach. - Excellent communication skills and a flair for crafting compelling content. More detail: We have a Christian-focussed digital business which we need a Sales Professional to manage full-time. It's a highly innovative digital product, which allows Christian...

Hola, Buscamos a una persona que se una a nuestro equipo de Ventas para trabajar remoto realizando ventas en Centroamérica. Las funciones serían: Prospectar, buscar nuevos clientes y cerrar ventas Coordinar demostraciones con clientes Realizar cotizaciones de acuerdo a las necesidades del cliente Si un cliente acepta la venta coordinar siguientes pasos con el equipo Utilizar la herramienta CRM Trabajar en equipo con los departamentos involucrados Realizar reportes de ventas Cumplir con las metas de ventas asignadas. Requisitos: Estudiante o Graduado de la Universidad en carreras Afines Experiencia en ventas B2B preferiblemente productos digitales Pasión por las ventas Laptop con cámara, celular y buena conexión a internet Se paga salario base ...

I am in need of an experienced lead generation specialist in the real estate industry. Key Requirements: - Proficiency in collecting and managing leads in the real estate sector. - Proven track record of understanding and executing successful lead generation strategies. - Experience in working with diverse audience types in the real estate industry. Your task will be to ensure that we have a consistent stream of high-quality leads interested in real estate. This might include both potential buyers and sellers, as well as investors. We're open to various methods for gathering leads so any experience you can bring to the table will be helpful. Please provide details of your past experience with real estate lead generation, and any specific strategies you've used in the p...

BILINGUAL WORDPRESS SITE that includes a basic CRM to manage content (in the form of products or services) and users. Once authorized users log in, they will be able to view specific info not shown publicly on the website. Web users must log in to view specific content. Admin should be able to assign what content may each user view. You must copy content that is available on a specific website I will provide you to this new WordPress site and adapt it to the image provided on the project I will send you before I select a freelancer. Website fully optimized for Mobile and Table View. URLs must follow a specific structure (view on slide 4 of the project). Once the project is completed, uploaded to my server and fully working the project will be paid in full. To secure your payme...

I'm looking for an experienced freelancer to integrate the Bank Alfalah payment gateway into my existing WordPress website. The primary goal is to allow my customers to make payments through various methods such as credit cards, debit cards, and net banking. Key requirements and responsibilities include: - Integrating the Bank Alfalah payment gateway seamlessly into my WordPress site - Ensuring that the payment process is smooth, secure, and user-friendly - Implementing the necessary features for accepting credit cards, debit cards, and net banking payments - Providing testing and debugging support to guarantee the integration works flawlessly The ideal candidate should have: - Proven experience with payment gateway integrations, preferably with Bank Alfalah - Strong ...

As a business owner of a used pallet racki...to amp up our sales. The primary goal here is to enhance our current sales figures. Key Responsibilities: - Develop a comprehensive online marketing strategy that focuses on boosting sales specifically. - Execute campaigns across various platforms that you consider will be most effective. Ideal Experience and Skills: - Proven track record in online marketing, particularly in the e-commerce sector. - Demonstrable experience in driving sales through online marketing. - Strong analytical skills to measure effectiveness. - Exceptional communication skills to create and present detailed project proposals. Your application should focus on showcasing how you could help me achieve stronger sales figures through an effective online marketing...

Somos una empresa líder en el sector de la belleza y el bienestar, dedicada a la fabricación y distribución de productos aromáticos y cosméticos de alta calidad. Buscamos expandir nuestro equipo con un agente comercial entusiasta y motivado que comparta nuestra pasión por mejorar la vida de nuestros clientes.

...Our top-notch staff: introducing our highly qualified, experienced doctors and their expertise. - Knowledgeable Front of house staff - Conditions we treat - Partners we work with - Talk to us today - shooting some questions such as "waking up feeling stiff and tired?" etc Ideal candidates for this job would have prior experience in creating promotional videos, preferably in the healthcare sector. They should be adept at capturing the technical aspects of medical equipment and be able to present our staff in a polite and professional manner. Skilled storytelling through visuals and the ability to create a sense of engagement are crucial for this job....

Hola, Me gustaria una app tipo identificador de llamadas, tengo una base de datos con los datos de mis clientes, quiero que cuando me llamen la app busque en la base de datos y me muestre en el movil los datos del cliente, tambien la app en ese momento de la llamada entrante debe enviar un notificación a una CRM (de esto otro programador puede hacerse cargo).

I'm in need of a skilled professional who can run a Google Ads campaign aimed at generating leads from facility managers and building owners. Key Requirements: - Prior experience in running successful lead generation ca... The ideal candidate will be able to understand the unique needs and preferences of my target audience, tailoring ad copies and landing pages to maximize lead generation. High levels of attention to detail, strategic thinking, and analytical skills are paramount. I'm looking to see these leads convert into meaningful business opportunities, so experience in B2B marketing or facility management sector will be a significant advantage. I'm open to any additional insights or suggestions you might have for the campaign to ensure its success. Look...

I'm in need of an experienced grant writer who can help my LLC secure funding. The grant proposal should focus on funding for both the business startup and the purchase of transportation. Key skills and experience should...experience should include: - Proficiency in grant writing, particularly for healthcare startups. - Ability to conduct thorough research and articulate the core goals and needs of a business. - Experience in securing grants in the range of $10,000 to $50,000. - Understanding of the transportation sector and how it intersects with healthcare services. Please include in your bid your experience and success rate with obtaining funding for startups, any relevant experience in the healthcare sector, and a brief strategy for how you would approach t...

I need a logo that represents the empowering work my non-profit organization does in the financial literacy sector, predominantly for teen girls. Ideal Skills: - Graphic Design - Logo Design - Adobe Illustrator Experience: - Designing for non-profits - Understanding of youth trends - Experience creating empowering visuals It should evoke a sense of empowerment and inspiration. I am looking for a creative professional who brings these core values to life through their design. Feel free to show me your portfolio to understand your style and creativity.

I'm seeking an experienced sales closer tailored towards closing B2B sales in the IT services industry. Your primary method of closing deals should be via telephone calls. Must-have skills and experience: - Proven experience in B2B sales, particularly within the IT services sector - Strong interpersonal skills in English and excellent telephone etiquette - Demonstrated ability to close deals effectively over the phone - Comprehensive understanding of the IT industry and related website design services - Excellent communication and negotiation skills in both English and either Hindi or Bengali. This role requires dedication, a can-do attitude, and excellent communication skills. If you possess these qualities, along with the necessary experience, I'm excited to hear fro...

We are seeking a talented and experienced developer to create a comprehensive Customer Relationship Management (CRM) system tailored for our e-commerce business that specializes in photocopier toner inks. The system will consist of both a mobile app and a web application. The primary goal is to enhance our ability to track and analyze sales data effectively and efficiently on multiple time scales (daily, monthly, yearly). Key Features Required: Sales Tracking: Ability to log and review sales data segmented by day, month, and year. Product Specific Fields: Custom fields to input specific data for each product, including machine make and model. Customer Purchase History: Detailed records of each customer's purchase history. Reminders: Automated reminders for follow-ups or cruci...

...version 13 to the latest version - Customize the ERP to include: - A proper accounting system - Human resources management - Custom report generation - Inventory management - CRM integration - Implement Odoo e-commerce to replace my existing WooCommerce. The e-commerce should: - Offer the same functionality as Woo Commerce - Have inventory management based on the warehouse location Ideal Skills: - Proven experience with Odoo ERP migration - Deep knowledge of Odoo customization - Skilled in building and customizing Odoo e-commerce platforms - Expertise in inventory management and CRM integration - Strong background in accounting systems and human resources management Prior experience in similar projects and good communication skills are highly ...

I'm looking for an experienced telemarketer to assist in lead generation for my B2B services. The target market is companies based in the United Kingdom. Key requirements: - Ability to conduct professional telemarketing. - Proven experience in lead generation, particularly in the B2B sector. - Excellent communication and negotiation skills. - Understanding of the United Kingdom's business environment. - Have English as mother tongue - Ideally, UK Based The primary goal of this project is to build a robust list of high-quality leads that my sales team can follow up with effectively. A successful candidate will have a proven track record in generating leads for B2B services, and ideally, a good understanding of the UK market.

...a mid-level Project Manager in the technology sector to organize and lead a team effectively. The ideal candidate will have experience with planning, team coordination, budget management and documentation. Key Responsibilities: - Planning and organizing: You'll be responsible for laying out the project plan and ensuring milestones are met. - Team coordination: You'll be the linchpin that ensures the team is working together effectively. - Budget management: You'll need to keep a tight rein on project finances. - Documentation: You must be able to keep clear, detailed records of the project's progress. The right person for this job will have: - 2 to 5 years of experience in a Project Manager role. - Experience in the technology sector. - Gr...

I'm seeking a seasoned website developer to build a fast, sleek, and user-friendly e-commerce website for my Ayurvedic products. The site will primarily serve health-conscious adults looking for natural remedies. Key objectives: - Showcase our range of products - Drive online sales Key features required: - E-commerce platform for online sales The ideal candidate should have: - Expertise in...Expertise in e-commerce website development including modern design, navigation, and speed optimization - Experience integrating cutting-edge features into websites - Proven track record delivering similar projects - Understanding of Ayurveda and health-conscious demographics would be a plus. Please provide examples of e-commerce websites you've developed, preferably in the health and wel...

...implementation of Odoo for my small business. The ideal candidate will have expertise across multiple Odoo modules and a proven track record in implementing and optimizing Odoo for small businesses. Key Responsibilities: - Integrate and optimize Odoo across Sales and CRM, Inventory and Warehouse Management, Accounting and Finance, and Human Resource modules - Ensure the Odoo system is user-friendly and efficient for a small team of 1-10 users Ideal Skills and Experience: - Strong understanding of Odoo modules, particularly in Sales and CRM, Inventory and Warehouse Management, Accounting and Finance, and Human Resource - Proven experience in Odoo implementation and optimization for small businesses - Ability to deliver a system that is user-friendly and efficient for a s...

I'm in need of a remote sales closer or cold caller based in US to assist with both outbound and inbound sales calls. The core focus is on the Website or Software technology industry. Key Responsibilities: - Conducting outbound sales calls to prospective clients. - Handling inbound sales calls from potential clients. - Communicating the benefits of our website services effectively. ...candidates are welcome. - Strong communication and negotiation skills. - Familiarity with the technology industry or the ability to quickly understand and articulate our product/service offerings. - Proven track record of achieving sales targets and converting leads into customers. This project is ideal for a proactive individual who is looking to kickstart their career in sales within the technology...

As a growing business, I'm looking for someone who can help me develop a CRM using ERPNext or any other better software. The project should be tailored to meet the needs of a small sales team, numbering between 1 to 10 users. It includes manufacturing , POS, Payrol, Purchases and Sales etc. A brief about our company. 1. We buy Yarn. 2. We use the yarn to manufacture Fabric. 3. Then the fabrics come to stores. 4. From stores they go to multiple small garments. 5. From the Garments they come back to stores. 6. At stores, we check QC, Ironing, Packing, labeling, etc. 7. From stores they come to Retail shops. 8. From the shop we sell to customers. 9. POS system needed chich includes Discounts and Loyalty point for customers. 10. The POS should be able to input customer details ...

Knowledge of technology required -> Frontend: ReactJS or Vue.js or AngularJS Backend Language: PHP Framework: Laravel Database Modeling: MongoDB, PostgreSQL, MySQL We want to create a CRM app with MERN/MEAN stack or Laravel and JS.

I intend to streamline the process of document submission and verification in relation to EDPMS entry and BRC, with a focus on customs or trade-related documents. The ideal candidate will ensure proper documentation is submitted and wi...and BRC, with a focus on customs or trade-related documents. The ideal candidate will ensure proper documentation is submitted and will run stringent checks for validation purpose. Key Responsibilities: - Submission and verification of customs or trade-related documents - Verification and correction of any errors found in the documents Experience & Skills: - Experience in the customs or trade sector is essential - Proficient in Excel/CSV - Strong attention to detail and high accuracy in document handling - Previous exposure to EDPMS and BRC is...

I am seeking a skilled lead generation expert to help me reach out to potential clients in the technology sector. Key Responsibilities: - Conducting market research to identify potential leads - Developing a strategy for reaching out to these leads - Initiating contact with these leads Your expertise in technology sector is crucial, as you will be responsible for identifying the right target audience. Please get in touch if you are confident in your ability to generate high-quality leads in the technology sector.

I'm on the hunt for a graphic designer who can create eye-catching, minimalistic designs for my Mutual Fund distribution platform that focuses so...of investing in index funds. * Color palette: The designs should incorporate neutral colors to align with our brand identity. Ideal Skills & Experience: The ideal candidate will be highly proficient in graphic design, with a knack for clean, minimal lines, and a strong understanding of how to represent financial data visually. Experience with social media design, particularly in the finance sector, would be a big plus. To sum up, your role will be to translate our message into minimalistic designs that scream 'less is more'! This will be a great opportunity to showcase your ability to convey complex information i...

My project requires a detailed listing of homeowners within the saginaw texas area. I am particularly interested in those who may be in need of roofing services which I of...email) - The condition and age of their roof. - Confirmation of home ownership (not renting). I'm anticipating that the list will involve more than 500 homeowners. My preferred method of communication with these prospects will be via email. A freelancer who is ideal for this job will have proven experience in lead generation, data mining, and accurate information gathering within the property sector. Excellent attention to detail and timeliness in delivering this vast amount of information is vitally important. Additionally, any insight into the roofing industry would be a useful but not essential asset...

I'm currently in need of 2 mid-level sales representatives ...need of 2 mid-level sales representatives to aid in the sale of advertising space for my online newspaper. This is a Commission only job but it could prove quite lucrative for the right candidate. Key Responsibilities: - Approach leads with provided information about our platform, and services. - Maintain and grow existing client relationships. - Close sales and achieve quarterly targets. - Update CRM with customer interactions and transactions. The ideal candidates for this project would have: - Proven experience in sales - Understanding of the advertising industry is a plus - Ability to work independently and collaboratively - Excellent negotiation and communication skills - Strong organizational and time-manag...

I'm in need of an experienced HubSpot expert to help me with the following tasks: - HubSpot CRM Implementation: I am looking for support in setting up the HubSpot CRM system. This includes configuring the CRM to match our specific business needs and ensuring seamless integration with our existing systems. - Marketing Automation Setup: It's important for us to optimize our marketing efforts by setting up effective automation within HubSpot. The ideal candidate should have a strong understanding of marketing automation best practices and be capable of implementing them within our HubSpot account. - Landing Page Development: We're looking to streamline our lead generation process by creating attractive and high-converting landing pages in HubSpot. The fr...

... Stiamo cercando Venditori da Remoto da inserire nella nostra rete vendita. PRINCIPALI ATTIVITÀ: Gestione dei Lead inbound e/o outbound Raggiungimento dei target assegnati e monitoraggio dei KPI Uso del CRM aziendale Gestione degli Appuntamenti secondo la tua agenda personale Gestione della trattativa commerciale in forma telematica Partecipazione alle one to many settimanali del reparto Aggiornamenti continui sui nostri prodotti e Formazione CHI CERCHIAMO? Esperienza minima di 2 anni in processi di vendita inbound e outbound Disponibilità Full Time Abilità nell'uso di strumenti CRM e competenza nell'utilizzo di fogli di calcolo Excel Curiosità e propensione all'apprendimento continuo e all'aggiornamento professionale Ot...

I am currently in need of a Zoho specialist who can help in customizing reports and dashboards of my CRM software. To be successful with this project, you should: * Possess in-depth knowledge of Zoho CRM * Have a track record in creating and customizing dashboards * Be skilled in data visualization and reporting Your main task will be to enhance the current system, adjusting and customizing our CRM reports and dashboards to improve efficiency and the decision-making process. Expertise in Zoho CRM is vital to ensure seamless workflow. Preference will be given to those who have completed similar projects before.

...comprehensive literature review focusing on public health interventions which specifically evaluate how clinical audits promote the delivery of value-based care. Here are the key points of the project: - Topic: The literature review must be centered on the field of public health. - Purpose: The main objective of the review is to assess the effectiveness of interventions in the public health sector. - Interventions: The review should particularly focus on how clinical audits contribute to the delivery of value-based care. Ideal candidates would have a background in public health, with expertise in healthcare interventions and clinical audits. Previous experience in conducting literature reviews, especially in the context of public health, would be an added advantage. In add...

I am looking for someone with proven experience in setting up and managing Apollo campaigns and integrating it with HubSpot. and creating Hubspot sequence Key Project Goals: - Drive Sales: The primary objective of th...integration of Apollo with HubSpot is crucial for our tracking and lead management. Ideal Skills & Experience: - Extensive experience with Apollo campaign management. - Proven track record of driving sales through campaign activity. - Prior experience in the recruitment industry is a big plus. - Ability to understand and tailor campaigns to specific audiences. - Proficiency in HubSpot or similar CRM and experience in its integration with Apollo. I'm looking for a focused and results-driven professional who can hit the ground running and help us achieve...

Hi, I need to Connect each user to their microsoft outlook account. The goal is to be able to create tasks on Perfex and also show them on their Outlook calendar. For each user (about 10 at the moment) they will need to be able to link their account in my current Perfex CRM installation. In the CRM the user need to set up his account through a step by step procedure. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. I'm looking for a developer who can create a module where I can plug & play to my Perfex Installation.

Hi, I need within the sales sections (proposals, quotes, invoices), in Tasks and Customers create a data filtering interface, similar to what has already been done for Leads (see ). This interface is generated by a module I've purchased in my current Perfex CRM installation, I need a developer who can replicate it in the sales sections. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. The data I need to be able to filter for these sections respectively are as follows: a. Proposal - Date (range field) Valid up to (range field) Network Qtà vetture totale (range field) Agente di vendita Status b. Estimate - Date (range field) Expiry Date (range field) Network Qtà vetture to...

Hi, I need to link various data between sections in my current Perfex CRM installation. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version. I've attached an explanatory excel where you can see what data is to be shown in other sections of the CRM. (CRM ) Below you can see what data need to be sync in the Perfex CRM. 1. When creating a Lead-related Task, copy the data [Address] [City] [Description] 2. When creating a Proposal related to the Lead, copy the data [Network] In CRM I created a custom Network field (multiselect) for Leads and Customers and the same field within Proposals as well. When creating a proposal associated with a lead or customer the Networ...

I need assistance in enhancing the performance of our email campaigns. We have a substantial subscriber base on Malerlite, all of whom have willingly opted to receive our updates. Despite a healthy open rate of 40%, the click-through rate stands a...Our email campaign frequency is relatively low at once every three months, and the content predominantly features our digital magazine editions. Ideal skills and experience: • Proficient in email marketing • Proven track record of improving email campaign performance • Experienced in subscriber segmentation strategies • Familiar with Malerlite or similar platforms • Knowledge of the publishing sector could be beneficial. If you have the expertise to make our email campaigns more effective, I'd be glad t...

I'm looking for a skilled web developer to create a professional and engaging portfolio website for my investment company. The site should primarily focus on showcasing our company history and mission, as well as our range of investment services and products. Key Features: - The website should include a filterable portfolio gallery, which enables visitors ...portfolio gallery, which enables visitors to browse through our past projects and investments in an interactive and user-friendly manner. Ideal Skills: - Proficiency in web development, with prior experience in creating portfolio websites. - Strong understanding of UI/UX design principles. - Ability to integrate dynamic content and interactive features. - Familiarity with the finance or investment sector is a plus, but...