Crm clones jobs
...outbound calls to large enterprise prospects - Call and propose the services - Update CRM and follow up actions - Hit the agreed targets and KPIs - Join for daily updates, use company email and phone system for client engagement - Sign NDA with company and represent the company. This is a long term opportunity with standard hourly rate and commission as well. - Engaging with decision-makers to schedule appointments with our sales team Ideal Candidate: - Proven experience in telesales, specifically in IT services or related fields - Strong understanding of the technology and consulting industry - Exceptional communication and negotiation skills - Ability to generate high-quality leads - Proficiency in CRM software for lead tracking and management This role requires someon...
I am currently seeking a knowledgeable, results-driven telesales representative for my e...established business. Your primary focus will be on cold calling potential customers to bolster relationships and generate new leads. Essential Skills and Experience: - Native proficiency or near native in English - Proven experience in telesales - Excellent communication and negotiation skills - Ability to handle sales rejection - Capable of meeting or exceeding sales goals - Strong knowledge in CRM tools and Microsoft Office In this role, you should demonstrate initiative, be persuasive, and able to generate interest in our product or service. We are looking forward towards an energetic professional who will be generating sales to meet our business goals. High value product and great c...
I'm in need of a proficient Android app developer who specializes in creating applications for agency business professionals. The main function of the app is to provide a dependable platform for information sharing within the agency. Though no specific features were requested, the ideal candidate...creating applications for agency business professionals. The main function of the app is to provide a dependable platform for information sharing within the agency. Though no specific features were requested, the ideal candidate may propose additional functionalities that could be beneficial. A competent developer who maintains a solid understanding of B2B interactions and can suggest ideas related to CRM integration, task management and document sharing would be the preferred fit fo...
...need a skilled cold caller to help schedule appointments with potential clients. Key Responsibilities: - Cold calling small businesses and startups in the software industry to promote our services and schedule appointments - Utilizing CRM software, Lead generation tools, and Email marketing software to track progress and manage leads - Setting up appointments with potential clients who have shown interest in our services The ideal candidate should have: - Proven experience in cold calling, preferably in the B2B software industry - Proficiency in using CRM software, Lead generation tools, and Email marketing software - Excellent communication skills and the ability to pitch our services effectively - Prior experience in appointment setting is a plus **** - The projec...
... Social Media Management, Website Creation and funnel generation as well as optimization. Our main focus is to: - Increase your ROI - Drive sales - Incresase your revenue baseline - Enhance brand visibility in the digital marketplace - Drive website traffic - Boost your customer conversion rates Some of the things you will have acces to when working with us, include: - Access to our custom CRM platform to handle all of your marketing informartion in one spot - Scalable digital ads to generate quality leads - Effective social media content creation - Landing page and website design - Custom tailored pamphlet designs MBG Marketing puts an emphasis and importance on their clients. Ensuring that if they aren't satisfied with the work provided, they will not have to pay. Co...
I'm seeking a developer to create a comprehensive rental booking system on top of a saas crm that already exists for our dumpster services. The platform should cater to both residential and commercial clients. Key Features: Check out the attached file for complete requirements: High Level Features • Custom Website & Booking Module • Work Order Management • Estimates and Invoices • Bin tracking with map view • Scheduling Routing & Dispatching • Real Time Billing & Invoicing • Reporting & Dashboards • Mobile App (Driver, Dispatcher, Contractor) • Inventory management (Bin #s, Bin Chip RFID) • Driver and Truck Management • Comprehensive Configuration o Custom Fees: Custom fees per city, per customer, pe...
THIRD time posting this, it seems people do not read the requirements and conditions. I need a fully bilingual professional (I will interview in English) to do some tasks for my agency, such as: PR Outreach Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Basic Wordpress And others You must be a fast learner, attentive, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes. This job will start part-time as a test period, after that it will be full-time. Payment for part-time during trial period: Fee: 250 USD Performance bonus: 50 USD Results bonus: 50 USD If your work complies with my quality requirements and you give mo...
I want a software, written in php Laravel, VUE3, using Vuexy Dashboard Template that I will provide to freelancer. Tempalte version: I can provide hosting environment for development. We will create a MVP at first, to test and try the concept. Many thing will be configured directly in database through phpmyadmin. The short description of the project: A database management system with dynamic columns. Users will have access to advanced table plugin where they can see and edit values. details in attached document
As a client, I'm seeking a skilled Laravel developer to enhance a CRM system and integrate it with a new application. The project involves the following key components: - CRM Enhancements: The desired improvements to the CRM include adding new features such as reporting, product management, rental, booking, and other configurations. The successful candidate should be familiar with Laravel and well-versed in CRM development. - Website Integration: I require the integration of the CRM with our website. Specifically, an inventory management system needs to be included. This will ensure seamless synchronization between the online platform and our CRM, thus ensuring efficient business operations. - User Experience: While developing the new featu...
I currently use ERP Bling and am looking for a freelancer who can help me create integrations for product registration. Main integration points: - The integration must include fields for ‘Name’, ‘Description’, ‘SKU’, ‘Price’, ‘Ac...include fields for ‘Name’, ‘Description’, ‘SKU’, ‘Price’, ‘Acquisition cost’, ‘measures’, ‘NCM’ and ‘categories’. - Data must be transferred effectively and accurately from Excel to ERP. Ideal Skills and Experience: - Proven experience in ERP systems, particularly with Bling. - Strong understanding of the product registration process. - Familiarity with e-commerce platforms, accounting software and CRM sys...
I'm looking for a skilled developer to create a module for my Perfex CRM that encapsulates a range of functionalities. Here's what I need: Overview Any specific type of loan Products that our organization creates for clients. Any loan account will be part of a product, so the terms and conditions defined when we create a product will then be used to set the accounts’ constraints. In a loan account We store all the information related to disbursements, repayments, interest rates and withdrawals. Features - Contact Loans - View All Contact Loans - Add New Loan - Bulk Repayments - Bulk Import Loans - Calculator - Settings - Reports Reports: - Collection Sheet: See all repayments due on a particular day. Designed for loan officers to use in the field - Repayments: Th...
I'm looking for a professional who's well-versed in Bitrix to assist me I am currently using Bitrix CRM forms. When someone submits the form it creates a deal. - perfect However I have just realised that if they use submit the form again it changes the deal already in the system rather than creating a new deal. I need someone to write me step by step instructions on how to change this so that each time someone submits a form it creates a new deal rather than overriding the current deal. I am using the Free version of Bitrix. I am not interested in giving anyone access to my account to make changes themselves. I need to learn how to do this. . The main aim of the form is to streamline the creation and tracking of deals within the system. Key Requirements: - The form...
Looking for a capable AI expert to create voice clones for voiceover purposes for animation that are between 1-5 minutes long. Requirements for the task: - Proficiency in AI voice cloning technology - Experience in creating animation-specific voiceovers The ideal freelancer for this job will have significant knowledge in developing AI voiceover tools. Your role will consist of cloning my voice and making it suitable for comedic animation context. Familiarity with animation scripting and timing is a considerable plus. Key points: - Voice style is for animations - The running duration for the AI voiceover is 1-5 minutes - Quality and syncing of the voiceover must suit animations If you think you have the right skills and experience for this project, don't hesitate to get ...
Hi, I want to redesign UI of our existing CRM. We want to make it similar to a reference CRM design. We don't have Figma UI design. We want to directly start front end resign and development work. CRM in Symfony PHP. DEMO: Reference CRM demo Timeline : 1 Month
I'm seeking a professional to quickly setup Zoho CRM for my existing business. The CRM should include: - Customer Management: Keep track of our customer interactions and manage our customer data effectively. - Sales Force Automation: Efficiently manage our sales cycle and keep the team updated with real-time information. - Marketing Automation: Implement a system to streamline and measure marketing tasks and workflows to enhance operational efficiency. This project needs to be completed as soon as possible. Ideally, the freelancer should have extensive experience setting up CRMs particularly Zoho for businesses. Skills in marketing automation and sales force automation will be highly valued. The perfect candidate understands the importance of customer management and i...
As an emerging real estate developer, I'm looking for a talented web developer for creating a robust, fully functional website. This site should ideally integrate CRM functionalities. The key features we require are as follows: 1. Property listings: Providing a comprehensive and easily navigable list of our real estate properties available 2. Virtual tours: Engaging potential customers with a fully immersive experience of the property. 3. Mortgage calculator: An integrated tool for calculating mortgage and related costs, beneficial to both sales personnel and customers. Our sales and site management CRM functionalities should include: 1. Lead management: Capabilities to effectively track and manage potential leads. 2. Client database: A well-organized and secure databa...
...Layouts: I require the addition of custom fields and layouts to tailor the CRM system to my business needs. This will involve understanding my data management requirements and configuring EspoCRM to accommodate these. - Workflow Automation: I want to streamline and automate business processes within the CRM. You should be proficient in setting up workflow automation, ensuring seamless operations and optimizing our efficiency. - Integration with Email Marketing and Customer Support Systems: An important aspect of this project is integrating the CRM with an email marketing platform and a customer support software. The chosen freelancer should have solid experience in integrating software systems and a good understanding of CRM-email marketing synergy. - Emai...
...can customize a few key aspects of ESPO CRM. - **User Interface:** I aim to revamp the layout and navigation, ensuring a user-friendly experience. This also involves creating customizable widgets and dashboards which suit our workflow. - **Reports and Analytics:** I'm looking for enhancements in this area. This includes improving the analytics and integrating workflows and automation within the CRM. Ideal candidates for this project should have: - Proven experience in customizing ESPO CRM - Proficiency in UI/UX design - Strong background in analytics and workflow automation - Excellent communication skills to understand and translate business requirements into CRM customizations. Understanding our company's workflow and ensuring t...
...starting a new enterprise and require a swift, efficient freelancer to craft a unique website specifically designed for webinars. This project will utilize ; your understanding of this platform will be crucial. Here's what I'm looking for: - Expertise in building websites within ClickFunnels.com. - Profound knowledge in integrating the ClickFunnels CRM platform into the site. - Capacity to load leads into the CRM and organize the sending of invites from the database. - Superior design skills as I have a specific design in mind for this project. Please share your ClickFunnels portfolio and any similar projects you've completed. This will help me assess your abilities and understand how you can bring my vision to life. Brief
I'm in need of an experienced Perfex CRM expert who can utilize the SAAS module to create a 2-level company structure. Here is the breakdown of the requirements: - Utilize Perfex CRM's SAAS module efficiently - Create a 2-level company structure with parent and child companies - Enable the Admin to create a parent company, which can in turn create its own child companies - Ensure the child company has login capabilities to manage its own customers The ideal freelancer should be proficient in: - Perfex CRM - SAAS module implementation - Company hierarchy management - User management - Past experience in similar projects I'm particularly interested in detailed project proposals that demonstrate your understanding of the scope and your approach to delivering a ...
...data on a virtual server without requiring sensitive data protection or GDPR compliance, as per your specifications. User Interface: Develop an intuitive and responsive interface that minimizes the learning curve and enhances user engagement, accessible from various devices including desktops and tablets. No ERP Integration Required: The system will operate independently of any existing ERP or CRM systems, focusing solely on the functionalities required for order management as described. Detailed Integration of Excel File Data Excel File Structure and Key Data Points: Integrate customer identifiers, weekly scheduling, product details including article numbers, descriptions, units, and standard quantities, pricing, discounts, and promotional offers from the "example weekly...
I'm looking for a seasoned Dynamics CRM developer who is also proficient in Power BI. The project entails several key aspects: - Dynamics CRM Customization: The ideal candidate should be able to customize entities and fields according to our business needs within Dynamics 365. - Workflow Automation: I need someone who can set up automation in Dynamics CRM to streamline our processes. - Integration with External Systems: The expert should be experienced in integrating Dynamics CRM with external systems. Moreover, I am also in need of Power BI expertise for the development of specific types of reports and dashboards: - Customer Insights: The freelancer should be able to create detailed reports that provide a comprehensive view of customer data. - Operation...
As an Odoo CRM user, my main focus is finding a developer who can optimize the contact management feature of the system. I am looking for someone with: - Extensive experience in the Odoo CRM focusing on contact management. Showcasing your past experience in similar projects is crucial. - Ability to incorporate and manage client's data effectively while also keeping track of the history of contacting. Deliverables: - A robust and fully functional contact management module - The module should effectively manage and organize customer data - It should seamlessly keep track and document history of interactions with each contact Your application must clearly outline your relevant experience with the Odoo CRM contact management. The final product should be user-fri...
I am ...seeking a proficient telecaller and data entry specialist. A unique role requiring a varied skill-set of which the main tasks will be: - Making less than 50 outgoing calls daily. Having a positive phone demeanor is essential. Past experience in a similar role will be beneficial. - Managing and updating data accurately. Accuracy and attention to detail are pivotal in this role. Experience with CRM systems preferred. - Regular data entry tasks, primarily involving inputting data into a database. Familiarity with database systems and data entry is a must. Strong organizational, multitasking and excellent communication skills will be key to navigate this role efficiently. If you’re a patient, yet determined and focused individual with the above skills, I would love to ...
...refine demo tracks, presentation formats, and outreach approaches. **Requirements:** - Proven experience in marketing, PR, or a similar role within the music industry preferred. - Strong understanding of the music industry, including key players and emerging trends. - Excellent communication skills, both written and verbal, with an ability to craft persuasive and customized emails. - Proficiency in CRM software and email marketing tools (e.g., MailChimp, HubSpot). - High level of organization and attention to detail. - Ability to work independently and manage multiple tasks simultaneously. - Creative thinking and problem-solving skills. - Strong networking skills and a knack for building relationships. **Preferred Skills:** - Fluent English , French would be great too, but not ...
I am looking to develop a comprehensive ERP with CRM system that caters to our specific business needs. Key Features: - Inventory Management: This is crucial for us to keep track of our stock levels, optimize inventory control, and minimize costs. The system should be able to handle real-time stock updates and provide alerts for reordering. - Customer Relationship Management: It is important that the system is equipped with CRM functionality to manage our interactions with customers, streamline sales processes, and improve customer service. - Sales Order Processing: The system should be able to efficiently process sales orders, manage pricing, and generate order confirmations. It should also enable seamless communication between sales, warehousing, and procurement departmen...
I have an Access program currently running on Windows, which I need to migrate to Azure. This software is used internally and by our consumers for data entry, report generation, and customer relations management (CRM). Key Requirements: - Experience with Access program on Windows. - Expert knowledge in Microsoft Azure. - Proficiency in Data Migration. - Familiarity with data entry software, report generation, and CRM systems. - Ability to retain all functions upon migration to the cloud environment in Azure. You should be able to demonstrate previous similar projects and be able to perform this task without loss of data or functionality.
...comprehensive experience for both the students and the admin. Key Features: * Student profiles with advanced search filters and program comparisons. * University search feature where students can bookmark and shortlist schools. * AI functionalities like auto fill forms and letter generators. * Comprehensive application tracking system, with Task Manager to track missing documents, student status, etc. * CRM for managing clients, lead statuses, and send contracts. * Provision for step-by-step courses, videos, articles, etc, with the ability to lock certain content. * A communication portal encompassing notes, email, and chat. * Document handling capabilities, where students and admin can upload, download and manage documents. * A membership and subscription model, with appropr...
I need a fully bilingual professional (I will interview in English) to do some tasks for my agency such as: PR Outreach Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Wordpress And others You must be a fast learner, attentive, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes. This job will start part-time as a test period, after that it will be full-time. Payment for part-time during trial period: Fee: 250 USD Performance bonus: 50 USD Results bonus: 50 USD If your work complies with my quality requirements and you give more than asked, you’ll get performance and results bonuses each month. After a two-month...
...a growing cigar company committing to revolutionize our processes with AI, focusing on our ordering system, customer service and CRM. Ordering System: - Use AI for automated ordering, maintaining optimal stock levels and eliminating human errors. Skilled in artificial intelligence and supply chain management. Customer Service: - Implement AI chatbots and Natural Language Processing to enhance our customer support, improving response times and quality. Proficiency in NLP and chatbot design is required. CRM: - In CRM, predictive analytics should be employed to foresee customer behavior and design strategic marketing campaigns. Strong understanding of CRM systems and predictive analytics is necessary. Our goals through AI integration are process ...
...ERP and CRM systems designer to create a cutting-edge software suite for my business. The ideal candidate should be proficient with developing systems that include inventory management, sales tracking, and financial management features for the ERP; and lead management, customer relationship tracking, and sales pipeline management for the CRM. Key Responsibilities: - Designing and developing a comprehensive and fully-integrated ERP and CRM system. - Ensuring that the ERP system includes robust inventory management, sales tracking, and financial management features. - Ensuring that the CRM system includes effective lead management, customer relationship tracking, and sales pipeline management. Essential Skills and Experience: - Proven experience in designing ...
...mobile app CRM. The primary function of this system will be customer management, focused on enhancing client interactions and service. Key requirements for this project include: - **Dual-Platform Mobile App**: The mobile app must be compatible with both iOS and Android devices. - **Customer Management**: The core feature of this CRM system is customer management. This will involve the ability to store and manage customer information effectively. - **Cloud Telephony IVR Integration**: I'm looking for integration with cloud telephony IVR to enhance communication efficiency and customer service. - **WhatsApp Integration**: In addition to traditional methods of communication, the CRM should feature WhatsApp integration. - **All CRM Features**: The ideal can...
I am seeking an experienced CRM specialist to assist with sales pipeline tracking and email marketing automation within our Shape CRM system. Your primary responsibilities will include managing and optimizing our sales pipeline, as well as developing, implementing, and managing automated email marketing campaigns. Key Responsibilities: - Sales Pipeline Tracking: You will be responsible for managing and optimizing our sales pipeline within Shape CRM to help drive sales and maintain a healthy sales funnel. - Email Marketing Automation: You will develop, implement, and manage automated email marketing campaigns that will help nurture leads and drive conversions. Ideal Candidates will have: - Extensive experience working with Shape CRM. - Proven success in sale...
I'm loo...team members. Key responsibilities: - Handling phone calls in a professional and friendly manner. - Responding to emails promptly and effectively. - Accurate and efficient data entry. Skills and experience I'm looking for: - Fluency in German is a must. - Conversational English is also required. - Experience in handling customer service inquiries. - Proficient in using Microsoft Office Suite, CRM software, and email management tools. - Prior experience with data entry is a plus. This role is essential for maintaining our client relationships and ensuring that our administrative tasks are handled promptly and efficiently. Your ability to communicate effectively in both German and English, as well as your attention to detail in data entry, will be crucial for s...
I'm in need of a skilled IT software professional to modify my Salesforce CRM Data Import Template. The ideal candidate should be familiar with Salesforce products and have experience with data analysis, reporting, and software integration. Key requirements include: - Adding custom fields: I need to add specific custom fields to the template to accommodate unique data requirements. - Modifying field mappings: The freelancer will be expected to reconfigure field mappings to ensure accurate data import and export. - Adjusting data validation rules: There's a need to fine-tune the data validation rules to ensure data integrity and consistency. Your experience in working with Salesforce CRM and customizing data import templates will be crucial. I'm not entirely s...
...me discover and identify potential leads within the real estate market. - Cold Calling: It's important for you to have the ability to make a cold calls as requested. This will be a part-time position with a workload of 10 hours per week. I expect you to be proficient in CRM software, email management tools, and the Microsoft Office Suite. Experience in real estate or with similar tasks will be a bonus. Ideal Skills and Experience: - Experience as a VA, particularly in real estate or similar industries - Proficiency in CRM software, email management tools, and Microsoft Office Suite - Strong organizational and communication skills - Ability to perform cold calls confidently Please let me know the hourly rate you're expecting, as well as your past experience...
Seeking a proficient ASP.net/.net core MVC developer to collaborate on a long-term basis with our team. The ideal candidate will possess: - Expertise in developing business applications using ASP.net/.net core MVC, with specific proficiency in creating largescale business applications, such as ERP, CRM, HCM, payroll etc. - Experience in devising a quotation and optimisation system. This includes a strong grasp at building an automated quoting system, integrating it with a CRM system, and building pricing optimization algorithms. Your role will enhance our overall implementation capability and ensure our business stays ahead of industry trends. Bear in mind, experience in similar projects will be a significant plus.
I am looking to convert an existing PHP based CRM into a multi tenant SAAS application. In this requirement is that multiple customers can login and add their teams/staff. Currently only single customer can login and add their staff . CRM Name : EspoCRM Source code : CRM demo : Detailed requirements is as below 1. Create a landing page in WordPress to show subscription packages and registration/login page 2. On Registration page, need add all customer and business related details along with subdomain. 3. On Registration client is taken to on-boarding screen/loading screen , during the time his instance is getting ready/setup 4. Each new customer/tenant will have a seperate database ( preferred) to isolate the daata from each other
...software for me. I'm looking for a solution that includes - but is not necessarily limited to - the following functionality: - User Authentication: This is to ensure security and identity verification. - Database Integration: For proper data management across the software. - File Uploading: To manage and share crucial business documents. - Location Tracking: To track employees, items, or orders. - CRM: To manage business relationships and customer data effectively. - Project Management: For greater organization and efficiency. - Statistics: To analyze data and gain insights. - Multiplateforms: Must run on Web, Android and IOS Ideal candidates will have a proven track record in PHP programming, with a portfolio highlighting their expertise in all the functionalities listed ...
I'm in search of a Marketing and Communications Specialist with a focus on B2B Marketing. The ideal freelancer will have expertise in social medi...create engaging and relevant content for a B2B audience, particularly in the consulting industry. - B2B Marketing: Experience in developing marketing strategies targeted at other businesses, with a focus on delivering B2B services. - Marketing Strategy: Capable of developing comprehensive marketing strategies that will serve our B2B goals. - Proficiency in digital marketing tools and platforms (e.g., CRM software, Google Analytics, social media management tools) Your role will involve the full spectrum of marketing and communications. Strong writing skills, strategic thinking, and a deep understanding of B2B marketing are essential...
I'm seeking a knowledgeable professional to develop a custom-made FileMaker Pro CRM. The essential features should encompass: - Robust Contact Management: ability to effectively manage customer relationships - Inventory Management: keep track of stock levels - API connections: specifically for live-changing prices, the CRM must connect with a stock market API for real time feedback The developed solution needs to be versatile across a variety of platforms including Mac, iOS, Android and Windows. Strong experience with FileMaker Pro, database management, API integration and multi-platform development would be indispensable for this project.
I am lo...automated processes that guide leads through the sales funnel seamlessly, from initial contact to conversion. - Tailor CRM for B2B: Customize the CRM to ensure it aligns with the specific needs and characteristics of B2B and B2C interactions. Ideal candidates should have: - Prior experience with Go High Level software and a strong understanding of its capabilities. - Proven track record in improving sales processes, particularly through CRM systems. - A solid background in B2B and B2Cmarketing and lead generation. - Excellent communication skills, as you will need to understand our business needs and translate them into the CRM setup. This project would be ideal for a CRM expert who can help us harness the full potential of Go High Level to d...
I am looking for an innovative and experienced developer who can design an automated communication process using the Odoo platform, althou...renewal email/whatsapp 6) 14 day before renewal email 7) 10 day before renewal whatsapp 8) 3 day email/whatsapp 9) Day of expiry email /whatsapp Then a series of emails if the customer did not renew 1 day after expiry 1 month after expiry 3 months after expiry 6 months after expiry 11.5 months after expiry 1 year – 1 day after expiry Is this something you can assist with? Currenltly we use hubspor crm but would consider moving the crma also if there is a similar chat pop-up to whart we have currently with hubspot. If you can assist let me know the prices and the timescales please and if you have any suggestions for making this process wor...
I'm looking for a seasoned professional to generate an extensive number of leads from the technology industry using apollo.io. The leads should then be seamlessly integrated into Odoo CRM. Key Requirements: - Generate more than 500 high-quality leads in the technology industry per month. Skills & Experience Required: - Proven track record of successful lead generation using - Extensive experience with Odoo CRM, particularly in data entry and lead integration.
...candidate will have a passion for technology and a proven track record of successfully selling IT projects. As a Sales Representative, you will be responsible for identifying and pursuing new business opportunities, cultivating relationships with prospective clients, and closing deals. Your primary focus will be on selling projects related to Angular, Python, Django, WordPress, Shopify, PHP, and Zoho CRM. Responsibilities: Identify and prospect new business opportunities in the target market. Develop and maintain a robust pipeline of leads through various channels such as cold calling, networking, and referrals. Conduct thorough needs analysis and understand the requirements of potential clients. Present our company's capabilities and IT solutions to prospective clients in ...
As a growing beverage sales business, I require a customised setup for ZOHO CRM that focuses on sales pipeline tracking. I'm particularly interested in: - Accurately tracking the lead generation source. - Concentrating mainly on leads coming from Social media and Email marketing platforms. - Setting up ready to import scraped potential customer lists - Tracking initial contact through to sales - integrating landing pages on our website to track customer enquiry. ALSO - Any suggestions you think would be helpful that I have not mentioned. Experience and Skills Required: - Expert knowledge of ZOHO CRM, especially in setting up for sales businesses. - Proven experience in sales pipeline tracking setup, particularly focusing on lead generation source tracking. - Familiar...
...Understand the sales process and can apply the art of selling • Significant sales training and understand modern sales techniques • Loves Outbound Calling to Prospects • Strong communication skills • Objection handling • Able to handle pressure and deadlines • Friendly, charming and persuasive • Engaging conversationalist and great at building rapport • Open and honest on results • Experienced in CRM systems Remuneration Volume is one measure of success but we are more interested in booked meetings so will pay bonuses for number of quality meetings booked and further bonuses for clients converted. Key Details: - Target Industry: Accountancy - Primary Goal: Setting appointments - Target Audience: Small business owners The project...
I need a skilled professional to integrate and fully synchronize my company's Zoho CRM with Xero accounting platform. Key Integration Functions: - Contact synchronization - Invoice generation - Payment tracking Data Fields & Information Synchronization: - I primarily need the 'Accounts' data fields to be synced between the two platforms. Handling Data Conflicts: - I prefer that data should be automatically prioritized from Xero in case of any discrepancies or conflicts between Zoho CRM and Xero. The ideal candidate for this project should: - Have extensive experience in integrating Zoho CRM and Xero - Be able to effectively manage and prioritize data flow between the two platforms - Ensure seamless and error-free synchronization of the specifi...
