Crm workflowproiecte

...to assist in upgrading our Odoo ERP system from version 14 to 16. Our system uses the Enterprise Edition and Odoo has already done the upgrade, but we are testing for bugs and any other issues that may arise. We have made minor customizations to our existing setup and also integrated a few third-party applications to enhance our operations. The areas covered by our Odoo system include Sales and CRM, Inventory and Logistics, Accounting and Finance, and Purchasing. **Key Requirements:** - **Odoo Upgrade:** Expertise in smoothly transitioning from Odoo version 14 to 16, ensuring all data is accurately migrated and fully functional post-upgrade. - **Customization Re-Implementation:** Capability to re-implement minor customizations previously made in Odoo 14 into the updated version ...

I am in need of an updated CV tailored for a position as a freelance CRM consultant. The layout should be simple, professional, and straight-to-the-point. The CV should emphasize my technical skills, particularly in relation to Braze, Emarsys, Microsoft Dynamics, HubSpot, and my involvement in strategy and CRM-related projects. • Ideal Skills: - CV writing for freelancing opportunities - Knowledge of CRM technical platforms - Understanding of the CRM consultancy field Understanding CRM and previous experience writing a cv for CRM professionals would be greatly beneficial for this task. The freelancer must be able to effectively highlight these skills, together with my CRM project involvement, in a simple yet professiona...

...well-versed in both Bookly and Perfex CRM to execute a seamless integration project. My primary aim is to facilitate a real-time update system between Bookly for appointment scheduling and customer booking details directly into Perfex CRM. This integration should streamline our booking and scheduling operations without the need for manual data transfer or lengthy synchronization periods. **Key Integration Features:** - Real-time data updates between Bookly and Perfex CRM. - Automatic capture of customer booking details from Bookly into Perfex CRM. - Seamless appointment scheduling integration, ensuring no booking is missed and all appointments are directly logged into Perfex CRM. **Requirements:** - Proven experience in integrating Bookly with Perfex...

I’m looking for someone experienced in API integrations with expertise on Zoho CRM and Melissa.com. The task involves: - Pulling and pushing customer and business contact information between Zoho CRM and - Cleaning, reformatting, and deduplicating entries prior to pushing them into the API ** See Footnote Below Exposure to Zapier or Zoho Flow would be advantageous as I currently have Zoho One and use Zoho CRM. Additionally, familiarity with the API as shown in their documentation will be required. - - Ideal skills for this project would include: - Zoho CRM - API development and integration - Data cleaning and reformatting - Deduplication techniques - Melissa

I’m looking for someone experienced in API integrations with expertise on Zoho CRM and Melissa.com. The task involves: - Pulling and pushing customer and business contact information between Zoho CRM and - Cleaning, reformatting, and deduplicating entries prior to pushing them into the API ** See Footnote Below Exposure to Zapier or Zoho Flow would be advantageous as I currently have Zoho One and use Zoho CRM. Additionally, familiarity with the API as shown in their documentation will be required. - - Ideal skills for this project would include: - Zoho CRM - API development and integration - Data cleaning and reformatting - Deduplication techniques - Melissa

Etivi es una extensión en funcionamiento que busca expandir sus capacidades mediante la adición de nuevas funcionali...Incorporaremos la capacidad de enviar información de manera masiva, facilitando la gestión de datos a gran escala. Chat Bot: Implementaremos un chat bot para mejorar la interacción con los usuarios y brindar respuestas automáticas y eficientes. Webhook: Integraremos la funcionalidad de webhook para permitir una comunicación más fluida y eficiente entre distintas plataformas. Integración con CRM: Buscamos integrar Etivi con CRM populares como HubSpot y ZohoCRM, para mejorar la gestión de relaciones con los clientes. La integracion de nuevas funciones las tenemos referente de otra extension,...

...existing SCRUM and CRM features to optimize our sales processes. We aim to leverage ’s capabilities to not only streamline our sales pipeline but also enhance task management and team collaboration. Our team, comprising 6-10 members, requires a setup that links our CRM directly to our Deal Flow and builds dynamic overviews from our current boards for an at-a-glance understanding of our progress and workflows. **Key Requirements:** - **Task Management Integration:** Efficiently incorporate SCRUM methodologies for task tracking and management. - **Sales Pipeline Tracking:** Utilize CRM features to keep tabs on our sales pipeline, ensuring a smooth transition between stages and a clear overview of our progress. - **CRM to Deal Flow Linkage:** Seamlessly l...

I'm looking for a dynamic professional who specializes in lead generation, particularly in the web design and development industry. The key tasks at hand include: - Generating valuable leads to widen my customer base Your primary role would focus on crafting strategies to reach potential clients, encouraging them to explore our range of web design and development s...range of web design and development services. The perfect candidate will have the following skills: - A solid understanding of lead generation strategies - Familiarity with the web design and development industry - Proven track record in generating qualified leads - Strong communication skills - Exceptional web-researching capabilities Your proficiency in these areas will allow for a smooth workflow and opt...

Creating GPS fleet management system Backend Receives and processes information from GPS trackers Store information about clients, trackers, cars, etc CRM- Frontend Creating trackers into the warehouse Configuring parameters for added trackers Creating clients, client list Creating units, units list Creating client profiles, profiles list, settings, units, trackers Client-Frontend Online map (google map) List of objects Reports Dashboards Creating Users Creating drivers Profile settings

I'm urgently in need of assistance with the development of a machine learning model using Python and Spark. Key tasks and responsibilities will involve: - Understanding the project requirements and preparing a workflow. - Building efficient machine learning algorithms for model development. The specific type of model isn't determined yet, so it's critical for you to have broad expertise in different ML models – classification, regression, clustering and more. The ideal candidate should possess strong skills in Python and Apache Spark, with a rich experience in machine learning. An ability to deliver high-quality work under tight deadlines is also vital. Please reach out if this aligns with your expertise.

...**Revit Template Development** - The template must be highly customizable, enabling us to tailor our work precisely to each project's needs. - It should feature a user-friendly interface to facilitate ease of use for all team members, regardless of their experience level with Revit. - Integration capabilities with other software (such as AutoCAD, Rhino, and SketchUp) are essential for a seamless workflow across our design tools. **Employee Training Program** - The focus is on creating an advanced employee training module, specifically designed to elevate productivity within our team. - The training should not just onboard new hires or introduce new features but should fundamentally enhance how our team engages with Revit, making them more efficient and proficient. -...

...9 .... is must when we change this quantities from cart by step, the value of cart to be updated in real time (like native script). This functionality is require to work on both carts: lateral slider cart and checkout page cart. (use same resurces) Example: In below link, we have test product, this have defined step attribute quantity That is all Workflow requirements: -we need list of modified files -added code need commented with #tag changed or added - suggestive function names - provide to us raw modified files - we not have root access to server (only ftp), npm environment required **Key Tasks:** - Modify the front-end to allow users to adjust product quantities within the cart easily. - Ensure the customization seamlessly integrates

...Perform purchase orders management – your organizational skills will be put to use here, keeping everything systematic and well-documented With regard to operations management, you will be responsible for: * Overseeing bookings and managing our CRM - Demonstrating your excellent project management skills, ensuring our operations run smoothly and effectively Ideal applicants should have a strong background in accounting, procurement, and operations management. Exceptional organizational and analytical skills, attention to detail, and experience working with CRM are also desirable. I want to employ a sharp minded assistant - somewhere in the developing world. They must have : Good Broadband , and Good English and real experience with the above....

I'm on the hunt for a dynamic Outbound Sales Representative who thrives in the fast-paced world of Technology. Your missi...insights into how we can continuously improve our outreach strategies. **Ideal Skills and Experience:** - Strong background in technology sales with a knack for identifying potential business opportunities. - Excellent communication, negotiation, and persuasion skills. - Ability to work independently, manage time effectively, and hustle to meet or exceed lead generation targets. - Familiarity with CRM tools and sales software to track your leads and follow-ups effectively. If you're passionate about technology and have a track record of driving lead generation efforts to success, I want you on my team. Let's revolutionize how tech products are ...

I'm looking for a skilled freelancer to meticulously enter and check data from our LinkedIn into our (CRM) system. **Key Responsibilities:** - **Manual Data Entry:** Enter details, including contact information and engagement history, into the CRM system with high accuracy. - **Data Validation:** Manually review and validate the entered information to ensure its correctness and completeness. **Ideal Skills and Experience:** - Proficiency in CRM software - Bullhorn. - Strong attention to detail and commitment to accuracy. - Prior experience with manual data validation. - Excellent organizational and time-management skills. - Ability to work independently and solve problems.

I'm in need of an experienced Account Manager to ensure effective client communications for my business. The ideal candidate will be: - Experienced in mediating between clients and our team, making sure all issues are promptly taken care of. - Physically present on-site to facilitate smoother communication and workflow. - Skilled in interpreting account analysis, project management, and able to provide comprehensive reports. Your day-to-day tasks will mainly revolve around maintaining open lines of communication with our clients. Previous experience in a similar role is required. Note: This job is strictly on-site, so the candidate should be able to work at our office location. Your accessibility and constant communication with our team are of utmost importance to u...

...ventures, we're in need of a reliable and skilled individual who can seamlessly integrate into our workflow and help us reach the finish line with our project. Here’s a bit about what we’re looking for: **Skills and Experience Required:** - **Solid Experience with Python:** You should have a strong grasp of Python, capable of writing clean and efficient code. - **Proficiency in Postman:** A good understanding of Postman for API testing and development is vital. - **Knowledge of Relational Databases:** Specifically, we’re working with MySQL, so experience here is crucial. - **Version Control Savvy:** Familiarity with Git or similar version control tools is necessary to maintain the workflow and contribute effectively to our codebase. **Ideal Candid...

I'm using QuickBooks Online to manage my firm's transactions, predominantly in the realm of bookkeeping. However, I'd like to optimize my workflow and need expert assistance to do so. Key responsibilities would include: - Optimizing bookkeeping processes in my QuickBooks Online - Implementing techniques to streamline my sales transactions, currently directly reported in QuickBooks Ideal candidate would: - Have extensive experience with QuickBooks Online, particularly in configuring bookkeeping modules - Understand sales transactions and how to efficiently record and manage them in QuickBooks.

I'm seeking an experienced freelancer who can integrate CCC with Tally ERP 9 to elevate our Customer Relationship Management (CRM) system. With your expertise, we aim to advance how we interact and understand our customers, focusing on improving feedback collection and analysis. **Core Requirements:** - **Extensive Experience with Tally ERP 9:** You should have a deep understanding of Tally ERP 9, having used it extensively in the past. Your experience will be crucial in seamlessly integrating CCC with Tally ERP. - **CRM Integration Skills:** Proficiency in integrating CRM solutions with ERP systems, specifically enhancing customer feedback mechanisms within Tally ERP 9. - **Feedback Analysis:** Ability to implement methods for collecting and analyzing custome...

...**Key Responsibilities:** -Creating class registers with data taken from ZOHO CRM and transferred onto a word document Creating emails with certificates that are to be sent to students upon completion of courses entering new customers into the CRM **Skills and Experience:** - **Experience Level:** I am seeking someone with an intermediate level of experience in administrative roles. This means you should already be familiar with the tasks listed and can perform them with minimal supervision. - **Software Proficiency:** Strong skills in Microsoft Office applications, especially Word and Excel, are essential. You should also be comfortable using various email platforms like Gmail and Outlook. Experience with any CRM software is highly advantageous and will put you ...

I'm in need of an experienced Zapier Automation Specialist to streamline and enhance my recruitment process. The main goal is to automate resume parsing, ultimately reducing administrative tasks and increasing efficiency within Pipedrive Key Requirements: - Implement a solution able to extract vital information from resumes - Ensure seamless integration with existing Pipedrive CRM Ideal Candidate: Expertise in Zapier automation is a must. Previous experience in automating HR processes, particularly with resume parsing solutions, is a highly valued asset. Understanding of various HR systems and software will be advantageous, though the specific software we use will remain confidential until project commencement. Enthusiasm, problem-solving skills, and a keen eye for detail a...

... Ask us how we’ve helped others, and how we can help you. If not now, when? This is our logo: and should be used at the top of the banner. Service we offer; Social Media, Bookkeeping, Admin support and more! Examples: Personal & Executive Administrative Tasks Administrative/Executive Support Back Office Operations Bookkeeping Sales & Marketing Support Social media, Content, Websites & more! CRM, follow up, correspondence, emails Appointments, follow ups, engagement Data Entry, Research & data Management Calendar: scheduling appointments ----- Some of the Benefits of VA: Save More of Your Time and Money Reduce Stress, Increase Productivity Prioritize Your Tasks and Efforts Remote Support, Low Overhead Costs Build Capacity Faster ---- We like the loo...

I'm in need of a proficient React Native developer to create an intuitive mobile application for both iOS and Android platforms. Timeframe: I am eager to commence this project immediately because Time is of the essence. Job description: We are seeking a highly skilled and experienced Mobile App Developer with expertise in React Native to join our dynamic d... Programming Languages: Hands-on experience with JavaScript/TypeScript (especially ES6+), React, HTML, and CSS is essential. Testing: Implement unit and integration testing frameworks to ensure the reliability and quality of mobile applications Excellent time management skills. Your bid will be much appreciated if you can showcase similar projects you have completed or if you can provide a workflow plan. Excited to co...

We’re looking for an experienced Java programmer with a strong background for Spring, Swing, and mobile support. Also, we require experiences on CRM and ERP programs covering Invoice, POS, Accounting of AR/AP, Inventory, Employee & Payroll,.. The project is expected to last for more than 3 months, so the ideal candidate should be committed and available for a longer duration. We will discuss the project in details with the selected coder. Please write down the “Understand” text Otherwise, your bidding will be neglected. If you have the necessary skills and experience, please submit your proposal along with relevant examples of your past work. 1. The first 2 weeks will be a trial period with 20 hours per week and 40 hours after a trial period. 2. The hourly ra...

I'm in need of an experienced developer who can customize my existing ERPNext on the Frappe cloud platform. The specific requirements include: - User Interface Modifications: This will involve changes to the layout and design of the platform, along with the addition and removal of certain fields for a more streamlined user experience. - Workflow Customization: This involves tweaking the current workflow to improve efficiency and productivity. Your application should highlight your experience in similar projects, especially those involving the Frappe cloud platform and ERPNext. Understanding the nuances of ERP systems and having an eye for interface design will make you the ideal candidate for this project.

We are looking for a GoHighLevel assistant to build flows, pull custom reports, connect lead forms and general CRM maintenance. This will be on an ongoing basis, part-time. GoHighLevel and CRM experience is a MUST. We only work with ONE franchise business with the exact same setup across all locations so this will be very simple once you learn the business. The main task will be pulling reports on a weekly basis for 15 locations.

Current site is built on core PHP and running on PHP 5.6. Need immediate update to latest PHP version. Site have the following functionalities: - User registration and login; - E-commerce capabilities; - CMS; - CRM; - Front end customer panel and admin panel; - Cronjobs. At stage one the only requirement is to update the site to latest PHP. Future work will include complete conversion to WP and turning existing PHP code into custom plugins

...agencia o la persona que tome el proyecto 4. Texto y redaccion de texto nosotros damos la idea y la agencia debe complemntar orientado a marketing 5. Cotizador segun se explica en el video 6. Boton para compra(epayco tiene plugin en wordpress), boton para enviar cotizacion 7. Las personas que envian cotizaciones o entregan datos nos deben enviar copia de ese correo a ventas para captarlo con el crm 8. Iframe para pantalla donde que aparece despues del pago, donde puede diligenciar el restante de datos y adjuntar documentos para proceder con la instalacion(esto es un proyecto aparte), facturacion electronica(esto es un proyecto aparte) y creacion de cuentas con el bot(esto es un proyecto aparte). 9. Boton para chat online utilizando el script de nosotros + link que lleve al chat d...

...languages, enabling seamless presentation and readability for Hebrew-speaking users. **Ideal Skills and Experience:** - Proficiency in Hebrew and English languages. - Experience with CRM systems, particularly in customizing and translating email templates. - Familiarity with RTL language format adjustments, specifically within PDF documents. - Strong background in UI/UX design, with the ability to implement RTL support without compromising functionality. - Ability to follow provided video instructions and replicate the demonstrated requirements. By joining this project, you will play a crucial role in optimizing our CRM for Hebrew users, ensuring a user-friendly experience that accommodates their language and cultural needs. Your expertise will directly impact our servic...

I am looking for an experienced freelancer to craft a sophisticated nested IF statement in Airtable, designed to navigate through multiple conditions to provide diverse outcomes. This formula is crucial for enhancing my project management workflow, and your expertise can make a significant difference in how efficiently we can process data. Here’s what you need to know: - **Formula Complexity**: The core task involves developing a nested IF statement which can: - Evaluate various conditions. - Output differing results based on those evaluations. - **Data Types**: The conditions to be evaluated in the nested IF statement are based on: - Text fields, such as names and statuses. - Numeric fields, including sales figures and quantities. **Ideal Skills and Experience**: - ...

I need an infographic that effectively compares our product (WorkHorse CRM) to other competitors products with similar functionalities. The other products include HubSpot, MailChimp, Calendly, and Click Funnels This site contains comparison styles I like: All of the comparisons have been done and can be seen here: Simply making this document look better would be a great starting point Key elements to represent are: - Price - Features - Performance This task requires you to create an infographic that is clear, engaging, and informative. The audience should be able to easily understand the pros and cons of each product based on your

...standard finishes and fixtures to ensure a professional yet inviting environment. **Ideal Skills & Experience:** - Experience in office design, particularly large spaces. - Proficiency in planning and executing standard office build-outs. - Ability to recommend and source standard but high-quality materials and finishes. - Understands the importance of creating a functional layout that promotes workflow efficiency. - Knowledge in ergonomic and cost-effective furniture selection. **Requirements:** - Develop a layout that maximizes the use of the space for administrative purposes. - Suggest and integrate standard finishes and fixtures that are durable and aesthetically pleasing. - Provide a timeline and budget estimate, considering the project’s scope and standard custo...

...small business. We are a manpower placement agency. We need a solution to monitor and control our workers who are being deployed on a two-year contracts at employers. Features Required: - Invoicing system. - Inventory system - Invoice and attachements with every sale - One click return option - one click reuvund and credit note value calculations with date payment due and scheduled - Payroll - CRM modules clients will be created and linked with items. - Inventory management to track and facilitate sales - Streamlined financial reporting for increased transparency - Efficient payroll processing to simplify employee payments I you have a READY demo to show or suggesting a ready ERp that you can customize we do not mind. Dont only apply SEND WHAT YOU WILL BE DEVELOPING OR U...

Hello, NO AUTOMATIC BIDDING. START YOUR BUD WITH THE FIRST WORK YOU FIND IN THE SPECIFICATION ATTACHED we need to build a Laravel project to be running as a Webhook Server. We run several web application for our SaaS application and these systems need to send webhooks to other remote services (like Zapier, customer's CRM, ERP and more) This new application must be be built over an existing laravel library, somethink like this: Attached it is a description of how the system will work! Please read it carefully before making your bid! Thank you

...a talented individual experienced in making impactful B2C sales calls. My main goal is to enhance our client base by tapping into a specific market segment - business owners. Here's what I'm looking for: **Skills and Experience:** - Proven track record in B2C sales, especially targeting business owners. - Excellent communication skills, with the ability to engage and persuade. - Experience with CRM software for lead tracking and sales management. - Ability to adapt sales techniques to suit different business owners. - Strategic planning skills to identify and target potential clients effectively. **Project Requirements:** - Conduct outbound sales calls to business owners to introduce our product/services. - Effectively communicate the benefits of our offerings to enco...

...potential clients within the IT services sector. - Use effective lead generation techniques to attract high-quality leads. - Convert leads into sales opportunities through strategic outreach. **Ideal Skills and Experience:** - Proven success in lead generation, particularly within the technology or IT services industries. - Strong understanding of the IT services market and trends. - Proficient in CRM software and lead generation tools. - Excellent communication and negotiation skills. - Ability to work independently and meet sales targets. This project requires someone who can not only generate a high volume of leads but also ensure that these leads are highly relevant and have a strong potential for sales conversion. If you have a track record of generating sales through eff...

I'm in need of a skilled developer to integrate a Retail Merchant Services (RMS) payment gateway with my existing WooCommerce site. The primary focus will be on the payment transaction process, ensuring it aligns smoothly with my current shopping cart and checkout workflow. INTEGRATION WILL BE FORM (offsite CPI compliant) **Ideal Skills and Experience:** - Proven experience in WooCommerce and WordPress - Previous work with RMS gateway integration DEVELOPER - Guide - - Strong focus on secure transaction processing - Ability to maintain website aesthetics during integration **Requirements:** - Integrate RMS payment gateway ensuring high transaction security - Keep the user experience simple and seamless during checkout, as client visits

...importance of improving both the backend operations and the frontend customer experience. **Required Integrations:** - Payment gateways to streamline transactions. - Shipping providers to ensure flexible delivery options. - CRM platforms to personalize customer interactions. **Skills and Experience:** - Proficient in Shopify app development. - Strong background in implementing OAuth 2.0 authentication. - Experienced in inventory management, sales analytics, and designing customizable interfaces. - Understanding of various payment gateways, shipping providers, and CRM platforms. - Ability to work under tight deadlines and deliver a quality product promptly. The project needs to be completed as soon as possible. Please provide your bid, including a timeline for completion...

I'm in need of a freelancer or agency with a proven track record in working with Setu APIs, specifically for Academic, Aadhar, PAN, and GST Verification and Financials. The following functions are essential for this project: - Real-time verification status updates - Integration with existing CRM/ERP system For the UI, a clean and minimalist design is preferred. The ideal partner for this project is not only proficient with Setu APIs, but also experienced in creating clean, user-friendly interfaces. A prior track record in the above is crucial for consideration. The right candidate should be able to display a thorough understanding of my needs and offer innovative suggestions for system improvement.

I am seeking one or more senior PHP developers for various tasks on a contract basis fo.... The projects you will be working on include: - Backend development - API integration - Website maintenance Furthermore, these tasks span across multiple projects such as: - E-commerce website development - CRM system customization - Integration of a payment gateway - CQRS - Domain Drive Design Although I don't have any specific design preferences for the e-commerce website, it is crucial that you have a serious expertise in PHP, a keen eye for optimising backend operations and a proven track record in integrating diverse APIs. Prior experience with e-commerce websites and CRM system customisation will be a major plus. Note:- Our budget is 1L per month Non Negotiable, so do no...

I'm seeking a versatile call center representative capable of handling both inbound and outbound calls with a focus on providing st...ability to communicate clearly and effectively. - Proven track record in delivering outstanding customer service. - Ability to quickly adapt to new systems and processes. **Skills and Experience:** - Ideally, you have prior experience in a customer service role within a call center environment. - Strong listening skills and patience to deal with potentially difficult customers. - Familiarity with CRM systems and practices. By joining our team, you will have the opportunity to contribute to the high level of customer satisfaction that we pride ourselves on. If you have a passion for helping others and are a skilled communicator, we would love to...

...and Filter Capability:** Robust search functionality enabling easy filtering based on specific criteria (e.g., age, height, eye color) to quickly find suitable candidates for projects. - **Data Security:** Ensure high standards of data protection and privacy compliance, with secure login mechanisms for staff. **Ideal Skills and Experience:** - Experience in developing custom online databases or CRM systems - Proficiency in web development languages (e.g., HTML, CSS, JavaScript) and database management systems (e.g., SQL) - Knowledge of data protection laws and best practices - Ability to create intuitive user interfaces - Excellent problem-solving skills and attention to detail This project requires a mix of development expertise and an understanding of the unique needs within...

More details: What specific problems are you experiencing with your current document workflow in Microsoft Office 365? Difficulty locating and organizing documents, Limited document security What are the key requirements for the CRM system you are looking to implement? Contact management, Sales pipeline management, Reporting and analytics, Керування базою даних клієнтів та формування воронки продажів під нові проекти Are there any specific integrations or third-party software that the CRM system should be compatible with? Email marketing software, Accounting software

...visually compelling but also user-friendly. **Ideal Skills and Experience:** - Proficiency in Figma for UI/UX design tasks. - Strong portfolio showcasing previous UI/UX projects. - Ability to work collaboratively and incorporate feedback into designs. - Excellent communication skills to ensure smooth cooperation. - Creativity and problem-solving skills to overcome design challenges. **Project Workflow:** - Start by understanding the core functionalities of my application. - Propose initial design ideas based on current UI/UX trends. - Develop detailed wireframes and prototypes for each screen. - Iterate designs based on feedback until final approval. I am open to suggestions and value creativity and innovation in the design process. Let's create something remarkable tog...

I am looking for a skilled SAP Basis support specialist to assist me with fixing minor issues in my SAP system. The ideal candidate should have experience with the following SAP modules: SAP ECC, SAP CRM, and SAP BW. In terms of SAP version, I am currently using NetWeaver 7.2 and Oracle 19. Therefore, experience with these versions is necessary. The support is needed on an as-needed basis. Whenever an issue arises, I will require prompt assistance to resolve it efficiently. If you have the necessary skills and experience in SAP Basis support, please reach out to discuss further details. Thank you.

Customize Invoice and estimate Number Format in Perfex CRM - Client number should be included in the number, so clientnumber-year-month 1,2,3 (and start in the beginning of the month at 1,2,3 etc). It should be update proof.

I'm on an exciting mission to elevate our cryptocurrency exchange platform through strategic partnerships with Key Opinion Leaders (KOLs) in the industry. Our goal is to identify, engage, and collaborate with these influencers to boost our platform's visibility and credib...explicitly stated, understanding the reach and influence of each KOL would greatly aid in prioritizing our efforts. This analysis would be an advantage. **Ideal Skills and Experience:** - Proven track record in marketing, particularly in roles involving influencer collaboration or partnership development. - Strong foundational knowledge of cryptocurrency and blockchain technology. - Experience with CRM tools or databases for managing contact lists and outreach. - Exceptional communication and negotiat...

...and deliver compelling presentations that highlight our services' value proposition. Negotiate terms that benefit both our clients and our company. - **Customer Relationship Management (CRM)**: Maintain and cultivate relationships with new and existing clients. Act as the main point of contact, ensuring their needs are met and surpassing their expectations. **Ideal Skills and Experience:** - Experience in sales, particularly within the renewable energy or engineering consultancy sectors, is highly desirable. - Strong communication and negotiation skills. Ability to persuade and close deals. - Proficiency in CRM software and tools for lead generation. - Self-starter, able to operate effectively under the flexible hours (less than 10 hours per week) provided. If you h...

...assist in migrating and verifying data from an Excel spreadsheet into our newly adopted MNT CRM system. This project is crucial for maintaining the integrity and continuity of our client information database. **Key Responsibilities:** - Transfer data from an Excel file with 18 columns and 5000 rows into the MNT CRM system. - Conduct a thorough comparison of the newly uploaded data in MNT CRM against our existing records in the Zenkit system to ensure accuracy and completeness. - Fix any discrepancies identified during the verification process to ensure that the data in MNT CRM is accurate and up-to-date. **Ideal Skills and Experience:** - Proficiency in CRM software, with a specific focus on MNT CRM. - Extensive experience in data entry and d...

...Prospector. This role is pivotal in driving our agency's growth by identifying and engaging with potential clients. The ideal candidate is not only adept at using LinkedIn Sales Navigator and other prospecting tools but also has hands-on experience with CRM software, such as HubSpot, and is willing to work within U.S. business hours. Responsibilities: Utilize LinkedIn Sales Navigator and additional prospecting tools to research and reach out to potential clients in the real estate and development sectors. Efficiently manage and nurture leads within CRM software (e.g., HubSpot) to streamline the sales process and improve conversion rates. Develop personalized outreach strategies and conduct follow-ups to maintain a strong pipeline of prospects. Work closely with the ...