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...implement Odoo CRM for my business. I have chosen Odoo CRM 14 as my preferred version. My main goal with this setup is to enhance our customer management strategy, improve our sales pipeline tracking, and integrate email functionalities directly within the CRM for a streamlined workflow. Required Functionalities: - **Customer Management**: Efficiently manage customer data and interactions. - **Sales Pipeline Tracking**: Visualize and manage sales processes. - **Email Integration**: Incorporate email communications within the CRM to centralize conversations with customers. Customization Requirements: - **Custom Fields**: I need additional fields added to customer profiles and sales data to tailor the CRM to our specific business needs. Ideal Skills a...
I require a professionally-developed CRM system with key components being customer contact management, sales pipeline tracking, and task & activity management. The solution should possess detailed record-keeping capabilities such as: - Tracking contact information - Recording purchase history - Logging communication history - Managing sales data - Handling payments - Monitoring leads - Managing goods on approval These features need to be designed in a user-friendly manner with absolute ease of navigation. The CRM will not be integrated with any existing software or platforms, and should instead operate as new web based solution which should be responsive. Ideal candidates for this project are those experienced in CRM development with a strong understanding of...
...for an EXPERT to refine our existing flows, introduce innovative strategies, and elevate our email and SMS marketing game. As a Klaviyo tech-savvy professional, you'll take the reins in targeting, segmenting, implementing, and continuously improving our campaigns. Your role includes the management of all Klaviyo email and SMS marketing needs, from planning and conceptualization to design and execution of yearly campaigns. Key Responsibilities: - Optimize existing flows for maximum efficiency - Develop and suggest new flows to enhance conversion rates - Skillfully target and segment audiences - Implement and track improvements for ongoing success - Oversee all aspects of Klaviyo email and SMS marketing - Strategize and execute yearly campaigns from concept to ...
I'm seeking a skilled developer to implement a system that sends our customers push notifications on WhatsApp concerning their orders. Our existing database manages order updates and statuses effectively, and now we aim to leverage this data to enhance our customer service and engagement. **Key Requirements:** - Fetch data from our databas...customer is placing an order for xyz product, but that product is not available with us, then a Google sheet (spreadsheet) will be updated every day from our end with a variable (est. date at which the product would be available) and we would be sending a WhatsApp to the person giving them 2 options - either to wait or to cancel their order, whatever they choose would be updated in the sheet and an SMS would be sent to them as well about ...
We need help testing a HubSpot App. The test consists of: 1) Installing the app. 2) App setup (I'll share a tutorial and/or can guide you in a call/chat). 3) Adding the app to an automation workflow in Hubspot. The steps to complete this should take about 30 minutes. The automation workflow can be anything that triggers our app. For example, a web form, changes in the CRM, etc. This will at the same time trigger an event in our app, which will help us test it. The app needs to be active for at least 30 days. After that, you can uninstall it if you wish. The goals are: 1) Test the installation and setup process following the documentation. 2) We need 5 install app to complete the review process from HubSpot. 3) With your feedback, let us know if we are missing somethin...
Comment out menu options in the code for possible future use. More details: Which menu features would you like to rem...code for possible future use. More details: Which menu features would you like to remove or hide? Timesheets, Support, Tickets, Contracts, Subscriptions and Stripe. Also all Payment Gateways from Settings. SMS from settings, E-Sign from settings, from settings, Localization Keep only English languages. Announcements from utilities, Ticket pipe log from utilities, KB articles from reports, Modules from Setup. Contracts from setup email templates, Subscriptions from setup email templates, Help from Setup. Everything that is connected to the list above and appears in CRM. What information should successful freelancers include in their application? Exp...
I am seeking a knowledgeable developer to create an open-source CRM system for my healthcare and beauty business. I need a web-based system that can efficiently handle customer management, product inventory, sales reporting, and service management. Ideal Skills and Experience: - Proficient in open-source CRM development - Experience in healthcare and beauty industry systems - Knowledge in web-based platform CRM Key Features: - Customer Management: The system should be capable of managing customer data efficiently. - Product Inventory Management: Capability to manage both services as well as products in terms of availability, pricing, and specifications. - Sales Reporting: Must be able to generate accurate and comprehensive sales reports. Critical Operations: - Appoi...
This role involves providing essential support in administrative tasks to streamline our business operations. If you're organized, detail-oriented, and ready to dive in, we want to hear from you! Responsibilities: Assist in scheduling meetings and managing calendars. Help prepare documents, presentations, and reports. Conduc...Skills Required: Strong communication and organizational abilities. Proficiency in Microsoft Office Suite. Detail-oriented with a focus on accuracy. Ability to work independently and manage time effectively. Only applicants with relevant experience will be considered. We appreciate all applicants, but only selected candidates will be contacted for further discussion. Please send your CV if the job is relevant to yo...
...relationships with clients. Here's what I expect from an ideal candidate: **Responsibilities:** - Generate new leads primarily through targeted cold calling and innovative social media advertising strategies. - Develop and maintain client relationships, ensuring high satisfaction and repeat business. **Skills and Experience:** - Proven track record in real estate sales, with a focus on lead generation and CRM. - Excellent communication skills, capable of engaging potential clients effectively. - Strong understanding of social media platforms and cold calling techniques specific to the real estate industry. - Ability to work independently, set goals and achieve them. **What I Offer:** - The chance to work on significant commercial and residential real estate projects. - An...
I'm looking for a ded...Provide accurate, valid, and complete information by using the right methods/tools. - Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution. **Requirements:** - Proven customer support experience or experience as a Client Service Representative. - Strong phone contact handling skills and active listening. - Familiarity with CRM systems and practices. - Excellent communication and presentation skills. - Ability to multitask, prioritize, and manage time effectively. Experience in live chat support is preferred, but extensive training will be provided for the right candidate. This role demands a high level of dedication and flexibility as our live chat service operates across vari...
...media platforms, enhancing user convenience. - **Comprehensive Notification System**: To maintain user engagement and ensure no detail is missed, I require a tri-fold notification system encompassing: - Email Notifications - SMS Notifications - In-app Notifications **Skills and Experience Required:** - Proficiency in web development, particularly in the creation and management of online booking systems. - Experience integrating social media logins into web platforms. - Understanding of notification systems and how to implement them across various channels (Email, SMS, and in-app). - Strong background in user interface (UI) and user experience (UX) design to ensure the website is both attractive and easy to use. - Experience or understanding of the logistics and tra...
I'm...individual clients. - Clearly communicate the benefits of our services. - Provide detailed pricing information. - Persuade individuals to purchase our services through effective sales pitches. **Ideal Skills and Experience:** - Strong verbal communication and persuasion skills. - Proven sales experience, especially in services. - Ability to tailor sales strategy to individual clients. - Experience with CRM tools for tracking calls and sales. - Patience and persistence in dealing with various client types. Your goal will be to increase our client base and revenue by selling our services through direct telephone communication with potential individual clients. If you're passionate about sales and have a track record of turning prospects into delighted customers, we w...
...platform, especially in setting up and managing bulk email campaigns. - Skill in customizing HubSpot email templates to suit specific promotional goals. - Understanding of best practices in email marketing to optimize engagement and conversion rates. - Ability to analyze and report on the campaign's performance, with insights on improving future campaigns. **Ideal Skills:** - Proficiency in HubSpot CRM and Email Marketing tools. - Creative and strategic thinking for effective email design and content. - Knowledge of analytics to track email performance. - Excellent communication skills for clear and effective collaboration. This project is a fantastic opportunity for freelancers who excel in digital marketing and are looking to showcase their expertise in email campaign ma...
I'm looking for a unique, creative individual to design a logo and banner image for my website. This task is less about branding and marketing, and more about adding aesthetic value to my site. While there...creative individual to design a logo and banner image for my website. This task is less about branding and marketing, and more about adding aesthetic value to my site. While there's no specific color scheme to adhere to, I encourage you to bring your creativity and ideas to the table to create something visually stunning. The key elements I'd like included in the designs are depictions of an angel and SMS symbols. If your expertise lies in illustration, graphic design, or you have an artistic eye with a knack for combining visual elements into a cohesive design, I...
...freelancer who is proficient with Bitrix24 Rest API, specifically focusing on CRM integration to elevate our customer service. The ideal candidate will harness the CRM functionalities of Bitrix24 to craft a seamless and efficient customer service experience, aligning with our mission to provide outstanding support. **Key Requirements:** - **Expertise in Bitrix24 CRM:** Deep understanding of how to leverage Bitrix24 for CRM integration. - **Focus on Customer Service:** Ability to utilize CRM integration to improve our customer service capabilities. - **Problem-Solving Skills:** Skilled in identifying challenges and providing innovative solutions within the Bitrix24 platform. **Desirable Skills:** - Experience in CRM system integration and cus...
I am in need of a versatile and dynamic customer se...valid, and complete information by using the right methods/tools. - Follow communication procedures, guidelines, and policies to maintain consistency in service. Ideal Skills and Experience: - Proven customer support experience, especially in retail. - Strong phone handling skills and active listening abilities. - Excellent written and verbal communication skills in English. - Familiarity with CRM systems and practices. - Ability to multitask, prioritize, and manage time effectively. I am looking for someone who not only meets these requirements but is also eager to grow with our team and provide exceptional service to our customers. If you have a passion for helping others and a knack for solving problems, I would love to hear...
I desire skilled freelance help to get up and running with a robust CRM system—I currently have no CRM in place and am starting from scratch. My priority is to install a system that expertly handles Contact & Deal Management, Email Marketing & Automation, and Customer Support & Service. The CRM must cater to a small team, with 1-10 users needing access. **Key Requirements:** - **Expertise in CRM**: Strong knowledge in either Hubspot or Zoho CRM to recommend the best fit based on my needs. - **Installation and Customization**: Capable of setting up the CRM, including customized settings for our specific requirements for contact, deal management, email marketing, and customer support. - **Email Marketing & Automation**: Exper...
...our Zoho CRM system to improve its functionality. The successful freelancer will have a deep understanding of Zoho CRM and will be tasked to streamline: - Lead Management - Contact Management - Sales Pipeline Tracking This Zoho CRM system will be used by a team of 11 to 50 users, hence a major part of this project will focus on setting user permissions and access levels, ensuring an efficient flow of information and tasks among all our users. You'll be expected to: - Setup and configure vital features - Develop efficient sales funnels - Create an effective contact management system It's important that you have vast experience in this field and understand the needs of a business our size. If you also bring knowledge of potential integrations that would ...
...lost, so everything needs to be built from scratch. - Here is a quick outline of what will be needed: - The software will send invoices to our customers using the MobilePay Invoice API. The customer already has the MobilePay app installed on their devices and will receive a notification of the payment request through that. - We will export a CSV file or a JSON file from our booking system with all the relevant information for each invoice. (Customer name, address, price, etc.) -The software will have an option to load this file and display a list of the invoices. After inspecting the list, the user (us) can choose to edit any information they see and lastly send all the invoices. I have attached a screenshot of the UI of our current software - Before applying pleas...
I'm seeking a developer to create a highly functional Bitcoin wallet extension primarily for Google Chrome. Key Requirements: I have extension which is completely developed I want to open that extension as a pop-up from react app and I also want to send data from react app to extension - The extension should support Bitcoin transactions. - The interface must be user-friendly. - Security features to protect transactions are a must. Ideal Skills and Experience: - Proven experience in Google Chrome extension development. - Deep understanding and experience in Blockchain technology, specifically Bitcoin. - Strong focus on security, UX/UI, and simplicity. A successful delivery will potentially lead to further collaborations as the need arises. Please include examples of...
Excel Interactive Dashboard for CRM For each and every customer , the following data to be changed - Company Info (Logo, Name, Volume) - Country on the map - Product Version & FPs - Devices Versions - Opportunity Scope, Status, Win Probability, Pricing - Technology running - Team (Account Manager/Presales/TPM)
I'm seeking an experienced web developer or team to craft a ...leads actively through effective call-to-actions (CTAs) **Design Directions:** - Cohesive aesthetic across all pages - Unique elements on each page to maintain user interest - Reflect brand identity consistently **Technical Expectations:** - Responsive design across devices **CRM Integration:** - Seamless integration with our existing CRM - Contact form submissions directly linked to CRM for immediate follow-up **Preferred Skills:** - Proficiency in web development frameworks - Strong design portfolio - Expertise in CRM integration - Demonstrable SEO knowledge I look forward to collaborating on creating these powerful customer touchpoints. Skills Required. ***Note: Please put your exact ...
I require a CRM system adept in managing my pressure washing business. I have specific criteria that I am looking for in this CRM: 1. **Core Functionalities** - **Customer Database Management** for ease of access and efficient data retrieval. - **Cold Calling Integration** to streamline and optimize our marketing strategy. - **Task Management** to organize, track, and monitor workforce efficiency. 2. **Appointment Management** - I prefer both **Online and Manual Appointment Scheduling** procedures to cater all kinds of client preferences. 3. **Payment Processing** - Payment should be feasible at clients' premises after job completion. Ideal applicants for this project will have experience in CRM development with a keen understanding of the feat...
I need someone from Marshalls Island to send me a sms to my mobile device for a project I am currently in need of an experienced professional who specializes in managing and organizing documents, particularly within the technology sector. Your main responsibility will revolve around efficiently handling and organising various technical documents via document management software. Key responsibilities include: - Managing and organizing technical documents - Using document management software proficiently Ideal Skills and Experience: - Prior experience in document management - Proficiency in using Document Management Software - Background or familiarity with technological documents
I'm looking for a talented developer or team to build a lead management system tailored to the needs of my business. The ideal candidate should have robust experience in CRM software development, with a keen eye for detail and a knack for building user-friendly interfaces. **Core Features Required:** - **Contact Management:** The system should efficiently store basic contact information of all leads. Beyond simple storage, it must track all communication history with each lead, providing a comprehensive view of our interactions. Additionally, I need functionality to segment contacts based on various criteria, allowing for targeted communication and marketing efforts. - **Lead Tracking:** A dynamic lead tracking feature is crucial. It should offer real-time updates on the sta...
...**Communication Skills:** Exceptional verbal and written communication skills are essential, especially the ability to adapt messaging to cater to homeowners' varying needs and situations. - **Organizational Abilities:** Proficiency in managing and tracking leads, follow-ups, and sales statuses through both phone and email communications is required. - **Technical Proficiency:** Familiarity with CRM software for lead management and an understanding of email marketing tools will be advantageous to efficiently execute the campaign. This project is ideal for a freelancer who combines persuasive telemarketing skills with a nuanced understanding of the real estate market, especially with regards to homeowner needs and preferences. Your contribution could significantly impact our...
I am looking to collect preauthorized payment for taxi trips. A text description of the trip, Trip ID, and expected payment amount will be sent as a JSON by https on booking creation. An example is input A checkout session trip details, trip ID and price prepopulated using Stripe as the payment processor. A link to this secure session would be sent by SMS using a JSON. The SMS would be handled by us, an example is at for formatting I have a GoDaddy server that this would be hosted on preferably. I use iCabbi as a taxi dispatch platform, details of the preauthorization would need to be sent back to iCabbi using a JSON again. example is in icabbi At the end of the trip the trip ID and payment amount would be sent to Website for capture. The website would update
...underdevelopment site will allow users to create a custom note. The note will comprised of elements: a background image, a main image, subject text and message text. The user builds the note by selecting a template (plain structure that defines where above elements will be placed) and then selecting the aforementioned elements. Once finished, the user specifies the recipient via email or SMS AND they provide a date and time for delivery of the custom note. The site is called theme note, because the user selects from various themes ( Holidays, Special Events) and especially organizations they are involved. I NEED A PRIMARY IMAGE THAT: - Is simple - Reflects the theme concept - Reflects the custom note creation concept The LOGO is secondary and can be done later. More deta...
I am in need of an expert consultant who can help integrate Calendly, my current calendar tool, with Redtail CRM. The key objective is to set up my firm's scheduling processes and systems smoothly. **Main Responsibilities:** - Syncing appointments between Calendly and Redtail CRM - Updating client information in both platforms - Tracking client interactions efficiently Freelancers with a proven track record in similar integrations will be advantageous. I expect a detailed project proposal that outlines how you plan to execute these tasks. **Required Skills/Experience:** - Expertise in CRM integration specifically with Calendly and Redtail - Excellent analytical and troubleshooting skills - Solid experience in process design and system setup ...
PHP scrip installations and configuration. URL DEMO SCRIPT. script with all the functional systems. ACCOUNT AND EMAIL ADDRESS CREATIONS TO MAKE THE WHOLE SCRIPT WORK example add: :add languages : creation account, facebock, instagram, twitter X, (create an email address on the domain). :CONFIGURATIONS SMS Settings (free) CLOUDSTORAGE ADD WASABIE (created account with domain email address). :add live videochat agora creations account (configurations with a domain address). :configuration Progressive Web Application (PWA) :add and config ,IP Intelligence,. :add and configure Push notifications. :add sms setting (check best and free or less expensive)
I'm urgently looking for an experienced SuiteCRM professional to upgrade my current system from Version 7.8 to the latest. Project Scope: - Upgrade the SuiteCRM from version 7.8 to the latest version Timeline: - The upgrade needs to be completed as soon as possible Ideal Expertise: - Significant previous experience with SuiteCRM - Knowledge of upgrading CRM systems - Proactive approach to problem-solving - Ability to work under tight timelines I anticipate direct, ongoing communication throughout the project. Please bid if you have the requisite skills and experience. *current customisations will need to work in upgraded version
Hi Ankitkumar V., as we spoke we are going to start working on my crm tomorrow on 2 phases 3000$ for phase 1 in 1.5monthes 2700$ for phase 2 in 1 month thank u
I'm seeking a Bitrix24 expert for ongoing, hourly support with specific tasks. The right individual will have high fluency in Bitrix24 with demonstrated capabilities in several key areas including: - CRM Customization - System Integration - Mastery of Webhooks and Rest API A strong understanding of these elements is crucial for successful project execution. Given I have timelines and deadlines involved, it is vital the tasks are completed within the set parameters, making time management skills a necessity. Ideal applicants are those who can efficiently navigate Bitrix24, customize the CRM to cater to specific needs, integrate various systems, and effectively use webhooks and Rest API. If you're an experienced Bitrix24 user with a knack for understanding clients&...
I'm in need of a specialist proficient in Bitrix24 CRM with deep understanding and skills in lead management, sales funnel tracking, and customer database management. Key features of this project will include but not limited to: -Expert understanding of Bitrix24 CRM *This involves extensive knowledge of utilizing its features such as lead management, sales funnel tracking, and customer database management. -Webhooks and Rest API functionality *Integration of the Bitrix24 CRM and external applications needs to be handled via Webhooks and Rest API. The right freelancer should be able to effortlessly make this work. -Third party integration *Strong skills in integrating Bitrix24 CRM with various other applications are essential. This will include i...
I have a project about moving data from osTicket to Vtiger 8.0 Open Source. Ideal Freelancer Profile: Extensive experience in handling data migration projects, particularly with osTicket and Vtiger 8.0 platforms. Solid grasp of the architecture and data models of both systems to ensure a seamless transition. Proficient in database management and scripting for effective data mapping and transfer. Proven track record of maintaining field relationships' integrity during migration. Project Requirement: Priority on migrating support ticket information from osTicket to Vtiger 8.0, ensuring accurate mapping and transfer of fields. Project Goals: Ensure flawless data migration, particularly of ticket information, preserving data integrity and field relationships wit...
Are you a meticulous individual with a keen eye for detail? Do you have experience in manual data entry and ensuring data accuracy? If so, we have a project for you. Responsibilities: - manual data entry tasks into the CRM system. - verify the accuracy of data migration from one system to another. - ensure data integrity and completeness. - ca 10.000 data entries - ca 4.5 k candidates checked, compared and amended if needed between 2 crm systems - ca 2k contacts checked, compared and amended if needed between 2 crm systems The main goal is to transition the data without losing its integrity and usability. I eager to set to work with someone who can handle this project efficiently.
...1 hour sets us apart, ensuring an impressive 95% accuracy rate. Whether you're looking to trace property owners, businesses, or next of kin, our services are designed to streamline your operations and enhance your decision-making process. Net Sales: $15k per month Responsibilities: - Make calls, send emails, and SMS to our competitors' current customers (I have a large list of our competitors' customers) and offer them a better deal. - Respond to customer inquiries and call them. - Keep Zoho CRM updated. - Create weekly projections. - Develop strategies. - Generate weekly sales reports. Requirements: - Must be fluent in English, both speaking and writing. - A proven deal closer. - Available to work during EST 9 am-5 pm, Monday-Friday. Payment: - $...
I need a Salesforce expert to transfer 20,000 products, peicebooks and related products records into my Salesforce CRM (dev triql Load first, then also document the process so we are ready for prod data load) as soon as possible. Specific project requirements include: 1. Successful extraction of products, pricebooks and related records from one org and then data migration of sample records from extracted list into my Salesforce CRM(dev org). 2. Ensuring all relevant data points are correctly aligned and functioning in dev org 3. document the migration process done in dev and train the user on migration 4. migrate the full set of data into dev org - product, pricebooks, related records to product. 5. once dev data migration is validated and approved, then migrate the data ...
...1 hour sets us apart, ensuring an impressive 95% accuracy rate. Whether you're looking to trace property owners, businesses, or next of kin, our services are designed to streamline your operations and enhance your decision-making process. Net Sales: $15k per month Responsibilities: - Make calls, send emails, and SMS to our competitors' current customers (I have a large list of our competitors' customers) and offer them a better deal. - Respond to customer inquiries and call them. - Keep Zoho CRM updated. - Create weekly projections. - Develop strategies. - Generate weekly sales reports. Requirements: - Must be fluent in English, both speaking and writing. - A proven deal closer. - Available to work during EST 9 am-5 pm, Monday-Friday. Payment: - $...
I need an adept professional to seamlessly integrate a CRM system into my text messaging platform primarily used for reaching out to potential health insurance clients. Here are the specifics I am after: - CRM Features: The CRM system needs to be equipped with lead management capabilities, automated messaging, and customizable templates. This will streamline our processes and make our outreach more efficient. - Personalized Marketing: The primary aim of this integration is to achieve personalized marketing. This will allow us to effectively segregate our targets and deliver the right message to the right person. - Immunotherapeutic Texting Tool: This tool should have functionality for scheduled texting, assembling group messages, and conveying health insurance policy ...
...expand my business reach and increase our clientele base. My primary focus is on e-commerce, real estate, healthcare, and IT sectors. I am looking for an experienced freelancer or agency capable of generating 50-100 leads per month, with the preferred method of contact being via phone calls. About us: We provide robust, highly sophisticated promotional bulk email services that help businesses send secure, trusted, and scalable emails effortlessly. We clearly understand each client's requirement and provide customized one-stop solutions, which will enhance their businesses to build a connection with their customers more securely and reliably. Services we offer:  Unique mailing application (Based on client requirements)  No service interruption on delivery issues  Ana...
I am in urgent need of a proficient Laravel Developer. I want to create a new project CRM and HRM using laravel or others js framework. 1. Multiple login(super admin,admin, employees etc.) 2. Manually task and recurring task. 3. Task process, due, etc. Give review after complete task. 4. Task completing graph and review graph. 5. Create project and his milestone. 6. HRM and leave management. Etc....
...streamline our operations and enhance insights. Ideal skills and expertise include experience with Google dashboard design, sales tracking, CRM systems, and analytics reporting. Key Features: - Sales Tracking: Including real-time updates and customizable reports to visualize sales pipeline. Experience in creating relevant modules in a Google dashboard is highly desirable. - CRM Integration: Seamless sync with Google Sheets is needed to track deals, leads and referrals efficiently. - Analytics Reporting: Assist in making data-driven decisions by creating an easy-to-understand analytics reporting feature to outline key statistics from our sales and CRM data. I am looking for an expert who can marry these functions into a streamlined dashboard. A bonus would be a f...
...the words that I’m saying and do a great job of conveying the ideas I’m expressing. And at the 2:11 mark, I want you to have a powerpoint slide deck type page that shows the various functions the virtual assistants can handle in bullet point type format, that come up as I’m saying the words. The exact words are: Basic administration Digital filing Media files Automation Managing spreadsheets CRM and email campaigns MSFT Office Google Suite Client communication Calendar and travel schedule Critical reminders And a lot more Then on the next page: Web design Content creation Article writing Power point slide decks Bookkeeping Chat GPT Sales support And more You’ll see what I mean as you listen to the audio. I want this video to be compelling and hav...
...are responsible, can manage their workload effectively, and understand the importance of follow-through and meeting KPIs. Legal Knowledge: A solid grasp of divorce law is necessary. You should be able to explain all aspects of the divorce process in a convincing, authoritative manner, helping PNCs understand their options and the potential paths their case could take. CRM and Data Collection Mastery: Efficient use of our CRM system is critical. You should strive for accuracy in data entry, understanding that perfect data collection enables us to serve our clients better and more efficiently. Judgment and Persuasion Skills: The ability to accurately assess a client's needs, identify the best course of action for their situation, and persuade them of the next steps is v...
Please read this carefully - this is not a normal Export - we need to use the API! We need to extract the notes from our CRM - it is Keap Max Classic. Notes do not get exported with a normal CSV export. The API can access them as we have done this in the past. We need to notes exported from all of our contacts via the API. *** WE NEED THIS DONE TODAY - it is a quick task for someone with the right skills.
...passionate about the music industry. Our sales/A&R executives are the bridge between Snafu and artists. They are responsible for signing artists to Snafu and generating advance funding deals. Sales/A&R Executives will be provided lists leads with emails with artists recommended by our data-analytics team. They will then send emails to these lists and manage them through our CRM to book calls to qualify, and sign artists to our song management department. · Send between 50-200 new lead emails a week through Hubspot · Manage responses and sales process from first email to contract signed · Complete first pitch video calls to asses artist needs · Qualify artists for funding and/or distribution ...
...my calendar, schedule meetings, and manage rescheduling requests to ensure optimal time management. - **Case Management:** Assist in managing client cases, ensuring all are updated and followed up on timely. **Skills and Experience Required:** - **Microsoft Office Suite Proficiency:** Must be skilled in using MS Office tools for scheduling, documentation, and efficient case management. - **CRM Software Knowledge:** Experience with Customer Relationship Management software is crucial for keeping track of client interactions and case statuses. - **Organization and Time Management:** Ability to organize tasks effectively and manage time to handle various duties within less than 10 hours weekly. - **Communication Skills:** Excellent verbal and written communication skills fo...
