Perfex crm modules jobs

Note : We need your dedicated effort for atleast 15 days. The concept: Current website is raw and have basic UI which is based on Wedding planning, Shop of related products and holiday after the event. These are 3 different modules which we need to merge down in to single one. The design will be Mobile first and then web. This will have : Couple dashboard as well Requirement: I'm seeking a Figma expert to assist me in redesigning an existing website's UI. Key responsibilities include: - Crafting user interfaces that are both appealing and functional - Building interactive prototypes to showcase the redesign - Ensuring the prototype is high-fidelity with detailed interactions Ideal candidates should have: - Proven experience in UI design and Figma - A strong portfo...

...of users with different access of admin panel according to their role • User management: with updating and deletion of users • Statistics like current number of students. weekly growth, university listing, student meeting with experts • Expert login and expert will see his assigned students • Expert assigned student profile updating Key Integrations: - Google analytics integration - Zoho CRM integration Note: We don’t want to rely on 3rd party apis or integration for most of the functionalities so as to avoid any downtime or future dependencies Key Features: - University Search Tool: The website and app should come equipped with an intuitive university search tool. - Admission Requirements Database: A comprehensive database of admission requi...

...skilled developer to create advanced workflows between Zoho Creator and Zoho applications. Key Requirements: - Integrating Zoho Creator with Zoho applications - Implementing triggered actions based on specific events - Implementing custom scripts for complex workflows The ideal candidate should have: - Proven experience in Zoho Creator development - Strong understanding of Zoho applications such as CRM, Books, and Invoice - Proficiency in creating complex workflows and custom scripts - Ability to understand business processes and translate them into effective automation Please include examples of similar projects you've worked on. I have two questionaire forms created on zoho creator, each of this form whn submitted will generate a chart result based on the answer to the...

I'm in search of a ERP Application with with Quotation/Billing/Accounting/Purchase Management. Key Modules Required: - Quotation - Purchase - Project Management - Materials Management - Stock/Inventory - Billing - Accounts - Reports - Project Management - Cost Estimation - Procurement Specific Features for Project Management: - Task Management: The system should allow for easy task assignment and monitoring. - Resource Allocation: It should have a robust system for allocating and tracking resources. Specific Requirements for Cost Estimation: - Integrated Cost Database: The system should have a vast and well-organized cost database. - Calculation Formulas: It should accommodate complex estimation formulas. - Reporting and Analytics: The ability to generate detailed reports an...

...sales performance metrics. Requirements: Proven experience in business development, sales, or lead generation for web development or similar services. Strong understanding of web development services and the ability to communicate their benefits to potential clients. Excellent communication, negotiation, and interpersonal skills. Ability to work independently and meet deadlines. Proficient in using CRM software and other sales tools. A results-oriented mindset with a track record of achieving sales targets. Preferred Qualifications: Experience with digital marketing strategies, including SEO, PPC, and social media marketing. Existing network of contacts in the tech industry. Ability to work remotely and manage your own schedule. I need a dedicated Business Development Speciali...

...strategies to attract potential clients. Utilize various marketing channels, including email campaigns, social media, and cold calling, to generate leads. Identify and target key decision-makers in potential client organizations. Lead Qualification and Nurturing: Engage with prospects to understand their business needs and qualify leads. Maintain detailed records of prospect interactions in the CRM system. Nurture leads through regular follow-ups and provide relevant information to move them through the sales funnel. Proposal Development: Collaborate with the technical team to develop tailored proposals that meet client needs. Present proposals to clients, addressing any questions or concerns they may have. Revise proposals based on client feedback and internal reviews. Sales ...

I am in need of a skilled WHMCS expert who can help me customize, develop modules, and troubleshoot on my WordPress website. Key Tasks: - WHMCS Customization: My website requires unique customization specific to my business needs. I need a professional who can tailor the WHMCS platform to meet these requirements. - WHMCS Module Development: I am looking to integrate certain functionalities into my WHMCS system via custom modules. The candidate should have a strong background in module development and understanding of WordPress. - WHMCS Troubleshooting: As with any system, there may be occasional issues that arise. A proactive and experienced troubleshooter will be needed to identify and rectify these quickly and effectively. Additional Information: - My website runs on Wor...

...are sent into a private section of the website requiring account registration and verification, before they are allowed to listen to custom selected music in our catalog. The revenue opportunities here will also be royalty generated. The ideal candidate / team would be highly-experienced in managing and optimizing sales pipelines, specifically in lead generation and conversion. Proficiency in CRM platforms, automated marketing techniques, and creating effective call schedules is imperative. This role ultimately aims to drive conversions either via our established sales funnel or through direct phone sales closures. If you/your team have a track record of transforming sales pipelines, we would love to hear how you can help improve ours. __________________________________________...

Looking for a seasoned professional to install Odoo Enterprise in Proxmox. The primary aim of this project is to streamline our operations. Key Project Requirements: - Installation: Install ...of this project is to streamline our operations. Key Project Requirements: - Installation: Install Odoo Enterprise in Proxmox - User Management: Setup and configure the system for less than 10 users - Module Configuration: If needed, configure the system with Odoo modules for Sales and CRM, Inventory and MRP, and Accounting and Finance Ideal Freelancer: - Extensive experience in installing and configuring Odoo Enterprise - Familiarity with Proxmox - Proficiency in setting up user management systems - Experience with Odoo modules is a plus - Ability to adhere to timelines and d...

I need a skilled developer to create a custom CRM system for Windows. The CRM should have the following features: - Contact Management: The system should allow me to store, organize, and update contact information. - Sales Tracking: It should help me track sales, sales targets, and performance metrics. - Task Management: The CRM should have a task manager where I can assign tasks and track their progress. Compatibility with Windows is a must. And data security is a priority; the CRM should have role-based access control to ensure only authorized personnel can view and manipulate sensitive data. Ideal skills for this project include experience in Windows software development, CRM system design, and data security management. Strong communication skills ...

Build Scalable, Responsive and Dynamic website, and mobile app (iOS and android): Key requirement from developers: • Looking for a team of qualified developers with knowledge of all the functionalities required for this project ...Creation of users with different access of admin panel according to their role • User management: with updating and deletion of users • Statistics like current number of students. weekly growth, university listing, student meeting with experts • Expert login and expert will see his assigned students • Expert assigned student profile updating Key Integrations: - Google analytics integration - Zoho CRM integration Note: We don’t want to rely on 3rd party apis or integration for most of the functionalities so as to avoid any ...

...on their inputs. Client Portal Tool: Clio, MyCase, or custom development. Implementation: Create a secure login area where clients can access documents, communicate with your team, and track case progress. Ensure the portal is user-friendly and secure. Gamification Tool: Custom development or platforms like Kahoot for quizzes. Implementation: Develop quizzes, challenges, or interactive learning modules that educate users on legal topics in a fun and engaging way. Social Media Integration Tool: Use social media plugins available for your website platform (e.g., WordPress plugins). Implementation: Embed social media feeds and share buttons to allow users to share content directly from your website. Promote your social media presence to encourage cross-platform engagement. Personali...

...Marketing and Customer Support Apps with my current CRM. The key functionalities I'm looking to integrate are conversational, SMS and funnel app. Key Responsibilities: - Integrate Email Marketing features like Email Campaigns and Templates seamlessly into the current CRM system. - Integrate Customer Support functionalities to enable efficient Ticket Management within the CRM. The specific apps to be integrated should include: - Chatbot: Implement an interactive chatbot within the CRM to enhance customer engagement and support. - Text Messaging: Enable SMS sending and receiving integrated within the system. - Sales Funnel: Incorporate a sales funnel feature to streamline lead nurturing and sales processes. Ideal Candidate: - Proven track record in C...

...integrate WhatsApp into our existing CRM solution under our B2B product, my customer will setup their whatsapp business account under our platform like wati. This will be used for customer messaging and campaign management. Check our platform and let me know, how should we provide this feature to customers to make their life easy so they can have whatsapp all conversation at one place. Key Features and Functionality: - Ability to create and send WhatsApp messages from our CRM platform - Conversations and message history should be recorded and displayed within individual records on the CRM - Complete tracking and reporting capabilities including message delivery status Specific Requirements: - Integration of WhatsApp Business account with our CRM - Camp...

I'm looking for someone experienced in FreePBX to assist me in setting up pho...Key Points: - You'll be helping me configure the visual voicemail feature on these phones. - I've already purchased the necessary modules (Endpoint Manager and Phone Apps) for the setup. - It seems I'm facing hurdles in making the visual voicemail work, despite having the right tools. - The primary task is to troubleshoot and successfully enable this feature on my Yealink T54W phones. Ideal Skills and Experience: - Proficiency in FreePBX, especially in configuring phone applications. - Proven experience with Yealink phones, especially the T54W model. - Troubleshooting skills, particularly in resolving visual voicemail issues. - Familiarity with FreePBX modules like Endpoint Ma...

I'm looking for a professional who can help me generate contact information (name, email, and phone) for leads suitable for my direct email marketing campaign. Key Responsibilities: - Develop a robust strate...strategy to identify and collate data from various sources. - Ensure the data is accurate and up-to-date. - Organize and present the data in an Excel spreadsheet format. Ideal Skills: - Experience in sales lead generation. - Proficiency in using data collection tools. - Strong analytical and organization skills. - Knowledge of email marketing best practices. Experience in direct email marketing or a CRM system would be a bonus. The successful candidate will be meticulous and detailed-oriented, with the ability to deliver high-quality, targeted leads to support my mar...

...marketing agency. - **Tools**: The project involves configuring AI with our CRM system, email marketing platform, social media management tool, ChatGPT, Google Workspace, and Notion. - **Processes**: I'm particularly interested in automating lead generation, email campaigns, social media scheduling, customer support, and project management. - **Lead Generation Automation**: For lead generation specifically, I envision the integration of AI through both AI-powered chatbots and automated lead scoring. Ideal skills and experience for this project include a deep understanding of AI technologies, advanced knowledge of the specified tools, and a strong track record in automating marketing processes. A background in CRM systems, email marketing, social media management,...

I'm in need of a lightweight CRM application for managing FTP data transfer on Windows and Mac. The app should be around 1.90 kb in size. Here's what I'm looking for: - **File Transfer Tracking**: The app needs to provide real-time updates on the progress of file transfers. It should also maintain logs of completed transfers and notify me of any failed transfers. - **Contact Management**: A key feature of the CRM should be its ability to manage contacts. I should be able to add, edit, and delete contacts. These contacts should be organized into categories or groups. Additionally, I should be able to search and filter contacts based on specific criteria. - **Activity Logging**: The app should have a feature for activity logging. It should record order history, ...

- Merging Persons Records on a Single Table - Fixing some bugs - Displaying "merge company" interface instead of the expected "merge person" interface - Merging Persons Records on a Single Table - Displaying the listed fields on merge person CRM section - Add a "Date-Added" field to CRM records for FirstPrint project. - Update image on CRM Instruction page for FirstinPrint project - Update the Input field and other Issues in the FirstinPrint project

I am looking to enhance our existing Salesforce Journey Builder wit...(B2C) audience. The successful freelancer should have proven experience in Salesforce CRM integration with Journey Builder. Where possible, the freelancer should: - Enhance the email automation system for effciency - Develop personalized messaging to engage our consumer base - Implement customer journey mapping features to better understand our users’ experiences Skills and Experience needed: - Experience working with Salesforce Journey Builder - Expertise in CRM integration - Understanding of both the email automation processes and personalised messaging - Prior work in customer journey mapping CRM integration: - The freelancer must integrate the Journey Builder enhancements with our exi...

...and the technical team. • Provide ad-hoc training and user support as required. • Work self-directed and independently; may act as subject matter mentor to more junior members. Skills & Experience: • Minimum of 5 years of experience in a full cycle implementation in SAP PP ECC as well as in support projects. • Minimum of 5 years designing and configuring PP modules knowledge of the key integration points between the other SAP modules (MM, PM and QM experience is an asset). • Ability to multitask and manage multiple deliverables and projects at the same time. • Understanding of accounting business processes. • Ability to understand business processes from a customer perspective. • Ability to work in a team environment, effectivel...

I'm in need of a skilled developer to create a Microsoft Outlook plugin that will enable me to upload the email body to my CRM system. or similar

Please Update the Prestashop to the last Stabile Version. Take Care and do a Backup, also we do it.. try to keep the current theme and programming Make sure that at least the following modules are still running after the upgrade DHL, PPL shipping service provider, payment functions... just the important ones to rebuild a store operation. Complete Check for funktion and improvements - old Theme must Working fine inkl. ABO function - All Modules must working or update, grade - Design is in all sites ok - Currency and Payment function fine.

I'm in need of an experienced illustrator to help with my project. I have 10 modules of Yoga Teacher Training Powerpoints which have used available images from internet searches. I would like these to be standardised and drawn to be copyrighted. Existing illustrations may be copied and amended. At a high level, you'll need to: - Design and create illustrations for 10 sets of PowerPoint slides - Ensure the illustrations are minimalistic, yet specific to the theme of yoga. The illustrations should include: - A variety of yoga postures and techniques. Ideal candidates will have: - Strong illustration skills, especially in creating specific themed content. - Experience with PowerPoint formatting. - A portfolio that demonstrates their abilities in creating minimalistic art...

...client criteria. Reach out to potential clients via email, phone calls, and social media to introduce our marketing services. Schedule meetings between qualified leads and our team. Maintain accurate records of leads and interactions in our CRM system. Collaborate with our marketing and sales teams to develop effective lead generation strategies. Requirements: Proven experience in lead generation and appointment setting. Excellent communication and interpersonal skills. Strong research skills and the ability to identify potential clients. Familiarity with CRM software and lead tracking. Self-motivated and able to work independently. Ability to meet targets and deadlines. Experience in the marketing or digital marketing industry is a plus. What We Offer: Competitive salar...

...utilization of GPS and LTE. The software should be able to communicate with both modules and understand the data they provide. - Tracking and Navigation: The primary use case for the software is to ensure accurate tracking and navigation. The GPS data should be used to determine the current location and help navigate accurately. Requirements: - High Accuracy: The software should be developed with high accuracy in mind, delivering tracking and navigation within a few meters. This is crucial to the success of the project. Skills: - Proficiency in Arduino ESP32: A solid background in programming ESP32 is essential to make this software work seamlessly. - GPS and LTE Module Integration: Experience in working with GPS and LTE modules and integrating them into an Arduino proj...

I'm looking for a custom add-on for Perfex CRM. The add-on shall generate a graph that can be filtered by personnel and date. Key requirements include: - Display data: The graph should show the number of opportunities. - Chart style: The preferred style is a line chart. - Filtering: The graph should be filtered based on selected personnel and date ranges. Ideal skills for this project include familiarity with Perfex CRM, strong PHP and MySQL experience, as well as an understanding of charting libraries for graph representation. A professional who can work efficiently and deliver a user-friendly, visually appealing solution will be highly appreciated. There is a ready-made page similar to our needs in Perfex CRM. I just want it to be converte...

I'm looking to develop a module focusing on asset and document digitization, token creation, and smart contract integration. The modules include credentialing, voting, identity and ownership of credentials, a tokenization host infrastructure, and including medical data tokenization and supply chain and marketplace. These modules will be a key part of a larger vision to create a Blockchain Super App. Key Requirements: - **Functionality**: - Document and Asset Digitization: The module should allow users to digitize their assets and documents, and create token representations of them on the blockchain. - Token Creation and Management: It should have the ability to create, issue, and manage tokens representing these digitized assets. - Smart Contract Integration: The...

I am looking for a software developer that can create a comprehensive tracking system for my lar... the system should be able to efficiently track and manage stock levels, reorder points, and provide alerts for low stock. - Customer Support and Communication: The system should include a CRM module that will help me automate my customer support processes. This includes tracking interactions with customers and managing communication effectively. Ideal Skills: - Software Development: Proficient in developing customized software applications that are scalable and can handle a large volume of data. - Automation: Experience in creating automation scripts and systems to optimize business processes. - CRM Development: Knowledge in developing Customer Relationship Management systems...

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I'm attempting to leverage the power of Odoo CRM to streamline my business processes. My familiarity with Odoo CRM is basic, hence I need an expert consultant in this tool. This project requires the ability to: - Assess our current use of Odoo CRM and identify opportunities for enhancement - Suggest and implement strategies to streamline our business processes leveraging Odoo's capabilities - Train and support our team in better utilizing Odoo While I'm open to improvements in all areas, I've skipped specifying any particular functions in Odoo for the consultant to focus on. I'm depending on the expert to guide me. Ideal Skills and Experiences: - Proven track record in implementing and enhancing Odoo CRM - Background in business proce...

Our business requires a proficient freelancer for data entry tasks in our CRM system. TASKS: - You will be tasked with the responsibility of introducing a series of property data. We will provide the online database source where the necessary data can be found. PROPERTY DETAILS: - The data to be entered contains information about different types of real estate properties. These include Residential Properties, Commercial Properties, and Land Properties. SKILLS AND REQUIREMENTS: - Experience in Data Entry. - Knowledge of Real estate property details will be an advantage. - Familiarity with CRM systems is essential to accurately managing our property database.

...technical tools effectively. Key requirements: - A solid background in the retail banking industry, with a specific emphasis on unsecured loans. - Proficiency in Customer Relationship Management (CRM) software. Your responsibilities will include: - Collaborating with our team to identify potential areas for growth in our unsecured loan business. - Utilizing your expertise and the technical tools at your disposal to help us increase our loan volume. In summary, we aim to benefit from your experience and technical know-how to grow our business. If you have a strong background in retail banking and CRM software, we'd love to hear from you. Welcome for some Freelance to ,Who all in banking industry & have sound knowledge of Unsecured loan Business . We can bui...

I want a proficient full stack developer with experience in Strapi, React.js and GraphQL to build a website. This site requires the power of a headless CMS for website development, catering to a range of audience - the general p...for website development, catering to a range of audience - the general public, B2B customers and E-commerce shoppers. Specific skills and experiences needed include: - Proficiency in Strapi, React.js, and GraphQL - Experience with headless CMS - Ability to create a user-friendly website - Strong understanding of responsive web design Although I've not listed specific functionalities or modules, I anticipate that your expertise will guide this aspect of development. I look forward to your innovative suggestions to ensure the website is dynamic a...

I need a professional to assist me in fully leveraging the power of Zoho CRM+. I require expertise in all modules of Zoho Sales & Zoho Desk, including but not limited to lead management, opportunity management, and sales forecasting. This project does not only involve setting up, but also includes guiding me on how to effectively operate these tools and functionalities in order to optimize my business operations. The ideal freelancer for this task: - Has comprehensive knowledge of and experience with Zoho CRM+ particularly in Zoho Sales & Zoho Desk. - Can provide insightful strategies for lead and opportunity management as well as sales forecasting. - Possesses strong communication skills to make sure I am able to use these tools independently in the future. ...

We are an existing solar project enterprise in need of an ERP solution. We're particularly interested in effective implementation of the Sales, Purchase, Project, and Inventory modules in the Odoo community ERP. Our focus for the Sales module is predominantly towards Quotations and Sales orders. The ideal freelancer for this should hold significant experience in configuring Odoo, especially within the sales, purchase, Project and inventory modules and possess a solid understanding of its functionalities. This familiarity will be beneficial in accurately translating our business needs into the system.

I'm in need of a WooCommerce visual search plugin for my e-commerce website. Ideally, the plugin should mirror the functionality of the Visenze visual search app, emphasizing the following points: - **Key Features**: The plugin should offer a robust visual search capability, be seamlessly integrated with WooCommerce, and allow for customizable search filters. This will help...understanding of AI integration in e-commerce platforms. - A portfolio demonstrating successful e-commerce projects, particularly related to UX enhancement. If you're confident in your ability to take on these requirements and deliver a high-quality, user-friendly, and effective WooCommerce visual search plugin, I'd like to hear from you. plugin example

Our business requires a proficient freelancer for data entry tasks in our CRM system. TASKS: - You will be tasked with the responsibility of introducing a series of property data. We will provide the online database source where the necessary data can be found. PROPERTY DETAILS: - The data to be entered contains information about different types of real estate properties. These include Residential Properties, Commercial Properties, and Land Properties. SKILLS AND REQUIREMENTS: - Experience in Data Entry. - Knowledge of Real estate property details will be an advantage. - Familiarity with CRM systems is essential to accurately managing our property database.

...scalability, and efficiency. While our previous system was developed using Drupal, we are open to using a new tech stack that aligns with the latest industry standards. Responsibilities: Design: Architect a modular CMS following MVC principles to ensure a clear separation of concerns. Development: Design and implement RESTful APIs to facilitate communication between various system modules, adhering to industry best practices. : Build the CMS from the ground up, focusing on modularity and replaceable components. : Conduct thorough testing of each module and the integrated system to ensure functionality, performance, and interoperability. : Provide comprehensive documentation for APIs, architectural decisions, and system functionalities. Conduct

...interpersonal skills. - Self-motivated and able to work independently. - Strong organizational and time management skills. Lead Generation: - We envision the BDR primarily finding and identifying new leads through online research. This means you should know how to navigate online platforms, professional networks, and industry groups to find potential clients and opportunities. - Maintain and update our CRM with new leads and client information. - Schedule meetings and follow up with leads to move them through the sales pipeline. Cold Outreach Platforms: - You'll be expected to utilize LinkedIn, Facebook, and Email for cold outreach. Your understanding of these platforms and how to leverage them for business development is key to the success of this project. If you are a ...

As a client seeking a professional to develop an Email and Landing Page Builder, I'm looking for someone who can create a robust, user-friendly tool. Specifically, someone who can: - Implement drag and drop functionality, to ensure easy editing. - Provide extensi...freelancer should aim for a design that is accessible yet professional. The templates should be easy to modify, yet versatile enough to suit a range of purposes. The builder has to be able to receive HTML/CSS/JS code (already created templates and generated by AI - I have an endpoint that returns the code), modify it and should be capable of save this files. I already have a dashboard with other modules but just need builder functionality. Please ensure your bid reflects your specific experience and understandin...

I need a top-tier professional who can wear multiple sales hats. You'll need to handle cold calling, lead generation, and appointment scheduling. Target Market: Your focus will be on companies that specifically require shipping parcels across the world or within the USA. Skill Requirements: - Expertise in CRM systems - Proficiency in email marketing tools - Experience with Sales automation software Your task involves proactively reaching out to potential clients, generating leads and setting up appointments. A successful candidate should be able to navigate the complexities of selling to the specified industries and effectively utilize the various tools provided. This job is ideal for someone with strong sales, communication, and organization skills, ready to take charge ...

I need a skilled ERPnext developer who can deliver top-notch technical solutions to improve our system. The project is urgent and needs to be completed ASAP. Key Requirements: - Customization of Sales & CRM, Payroll, Project task management, HR modules: We are looking for someone to tailor these modules to our business needs, ensuring they function optimally. - Seamless integration with erpnext: We need the developer to integrate our system with erpnext seamlessly, without any disruptions in our current workflows. The ideal freelancer for this job would have: - Proficient in ERPnext: Experience working on ERPnext projects and a deep understanding of its functionality. - Integration Skills: Capable of integrating systems smoothly and efficiently. - Urgency: Able t...

...custom database website that primarily serves as a customer relationship management (CRM) tool. In addition to the standard CRM functionalities, I'm looking for the following: - Expertise in complex Java and YAML scripting - Ability to create custom database scripts - Proficiency in API integration for seamless data transfer and communication - Prior experience in designing and implementing CRM front-end and back-end relations The most crucial aspect of this project for me is the user interface design and experience. I want a website that not only functions efficiently, but also looks and feels intuitive for users. I'm looking for someone who: - Is an advanced-level developer - Has a strong background in CRM development - Can demonstrate a port...

I require an Odoo developer to create a custom module for my business. The primary goal of this module is to improve our data accuracy. The module should include the following: -User Management - Integration with other system to fetch data - Automate the work The modu...following: -User Management - Integration with other system to fetch data - Automate the work The module initially build using x-studio however require to do some modification and integration We are currently using odoo v15 The module should integrate seamlessly with our existing systems, primarily through API integration. A successful candidate should have experience in creating Odoo custom modules, a strong understanding of API integration, and a proven track record of improving data accuracy in previous...

I am in need of a...learners, it should be both informative and entertaining - Attention to detail is crucial, the module should flow well and be free from technical errors - You are encouraged to bring creativity and originality to the project, it should not be a standard, uninspired e-learning module Ideal Skills: - Expertise in Articulate Storyline is paramount - Experience in developing game-based learning modules is a major plus - Understanding of adult learning principles and how to make training engaging for this audience - Creativity and the ability to think outside the box to create a unique, compelling learning experience This is a great opportunity to flex your creative muscles and contribute to a meaningful learning experience. Looking forward to seeing your ...

I'm in need of some assistance in setting up and fully integrating my account. I am also seeking comprehen...in setting up and fully integrating my account. I am also seeking comprehensive training on how to effectively use this platform's features. Key Tasks: - Full account setup - Coordinating integration of with an existing potentially unidentified CRM system - Providing in-depth training on usage of features Essential Skills/Experience: - Proven proficiency with setup and operation - Familiarity with various CRM systems, as we are uncertain of our current CRM - Strong communication skills for effective training delivery I look forward to receiving your proposals and working with a seasoned professional.

Integration of the clients CRM/ERP's so that the bot can answer to the client with human language. with the Intranet. 2 When the CUSTOMER MESSAGES DETECT If it is Customer or not and create a different communication based in the data in the system so answer the questions. After answering the questions, read our intranet If there is no response, I will pass it on to my colleague and pass it on to Human.

I am looking for a NetSuite consultant proficient in the field of Finance and Accounting. As my business has already implemented NetSuite, I need a specialist who could help me: - Resolve existing implementation issues - Offer general advice for optimization The ideal freelancer for this job should have an in-depth understanding of the NetSuite platform, specifically in financial modules. Expertise in troubleshooting and providing practical solutions are highly essential. Past experience with complex financial reporting would be a significant advantage. I'm eager to collaborate with someone who can help make the most out of our NetSuite system.

...strategies that differentiate us in the market. - Sales forecasting to set realistic targets and allocate resources efficiently. - Sales Team Management: - Tracking and managing the performance of our sales team using CRM software. - Utilizing spreadsheets for detailed performance metrics and analysis. - Integrating project management tools for streamlining our sales operations. Ideal candidates for this project should have: - Proven experience in sales strategy development, planning, and execution. - A strong background in sales team management. - Proficiency in CRM software, spreadsheets, and project management tools. - Excellent research and analytical skills. Please share your relevant experience and how you would approach this project. ---------------------...