Crm project bid jobs
...experience, portfolio, and availability. Project Posting: Enable brands to post detailed project descriptions including requirements, timeline, and budget. Project Applications: Provide talents with the ability to browse available projects and submit applications based on their preferences. Messaging System: Incorporate a messaging system to facilitate communication between talents and brands for project coordination and negotiation. Rating and Review System: Implement a rating and review system to ensure accountability and credibility within the platform. Payment Integration: Integrate a secure payment gateway for seamless transactions between talents and brands upon project completion. Notification System: Enable real-time notifications for projec...
...custom software encompassing CRM, Project Management, Time Tracking, and Work Scheduling. This project require: - Expertise in Full Stack Software Development and BuilderTrend/similar application Key Responsibilities: - Creating and developing a comprehensive software solution - Improving business and operational efficiency through task automation and optimization - Streamlining processes to effectually manage customers, projects, and schedules. Ideal skills would be experience in CRM, solid understanding of Project Management methodologies like BuilderTrend and previous experience in developing work scheduling or time tracking applications eg. QuickbooksTime. Strong proficiency in both front and back end coding is a must. Features we are looking ...
As fast as possible, I need a professio...setting up FreePBX. Key tasks essential for this project will include: - Installation and configuration - Call routing and extensions - Integration of FreePBX with a CRM system that is yet to be determined In addition, assistance is required for setting up VoIP softphone. Familiarity with popular CRM platforms like Salesforce, HubSpot, Zoho CRM is an asset, as one of them may be chosen for integration. Absolute proficiency in setup, call routing, extensions and integration with CRM systems is a must for this job. I am looking for a fast turnaround on this project, so previous experience achieving quick deployment is highly recommended. It is also necessary to be able to advise our mobile developer if...
...platform that caters to my target market. I also need ERP and CRM integration and delivery integration We are currently seeking a highly skilled and experienced web developer to join our team and take on the exciting challenge of building a brand new ecommerce website from scratch. This is a fantastic opportunity for someone who is passionate about web development and wants to showcase their expertise in creating custom-coded websites that are tailored to specific business needs. As the ideal candidate, you will have a strong background in ecommerce website development and a deep understanding of HTML, CSS, JavaScript, and PHP. Your attention to detail and keen eye for design will be crucial in ensuring the success of this project. We aim to create a website that is not...
...services. With a passion for creativity and excellence, we strive to deliver top-notch solutions to our clients worldwide. Our diverse team is committed to pushing boundaries and exceeding expectations in every project we undertake. Position Overview: We are seeking a proactive and results-driven Project Acquisition Manager to join our team. The ideal candidate will be responsible for identifying, pursuing, and securing new projects across various industries. Working closely with our graphic designers, web development teams, mobile development teams, UI/UX teams, and QA teams, the Project Acquisition Manager will play a pivotal role in driving business growth and expanding our client base. Responsibilities: Researching and identifying potential clients and pr...
I'm seeking a highly skilled professional who is well-versed with both Zoho CRM and QuickBooks. Here are my requirements: - Implement job scheduling, forms, payroll and job costing functionalities in our existing Zoho CRM. - Seamless integration of the customized Zoho CRM system with QuickBooks. The ideal freelancer for this project should have prior experience in Zoho CRM customization and integration with QuickBooks. Your expertise will be invaluable to optimize our CRM operations and ensure that it serves as an effective platform for managing sales & leads, customer support & service as well as marketing automation. Please, if you have relevant skills and experience, do not hesitate to place your bid.
I require an accomplished Flutter developer to design an application that runs smoothly on Android, iOS, and web platforms. The primary focus of this application is to provide information. Key features should include easy navigation, user-friendly interface, and quick data loading times. This project does not require a user authentication system or account creation. Ideal Skills & Experience: - Extensive experience in Flutter development across various platforms. - Strong background in developing informational apps. - Proven track record in producing user-friendly designs. - Excellent understanding of performance optimization techniques. Task: Integrate tom tom map into an existing application. You have to buld navigation (like google has) You have to build an map and display...
I am in need of an e...attention to the Sales, Inventory, and Accounting modules, which we hope to tailor to our specific requirements. currently, I have Oracle EBS ERP and I want to shift from Oracle to Odoo Key tasks Include: - CRM Integration - Payment Gateway Integration - Custom Report Generation To fit our business model, you should have the aptitude to handle a medium-sized data volume consisting of 1,000 - 10,000 products, customers, and transactions. Ideal skills for this job include: - Proficiency in Odoo - Prior experience with Sales, Inventory, Accounting modules - Proven success with CRM integration - Proven success with Payment Gateway Integration - Proficiency in Custom Report Generation. I am excited to find the right candidate to optimize our compa...
...business entities and individual consumers, offering a user-friendly, intuitive interface along with robust functionality. Key to this project is the punchout feature, with a focus on customer-specific pricing models in line with market tendencies and client needs. Key Project Requirements: - B2B/B2C Portal: A dual-purpose platform accommodating business purchasers and retail customers equally. - Punchout Feature: The development of a customer-specific pricing punchout feature, enabling businesses and individual clients to gain transparent and competitive pricing. For the integration options, - CRM integration: Able to seamlessly connect with the existing CRM system, without disrupting current customer management protocols. - ERP integration: Integration w...
...leads effectively to understand their needs and recommend appropriate solutions. 3. Present product information, pricing, and benefits persuasively to potential customers. 4. Follow up on leads and inquiries promptly to ensure timely conversion and closure. 5. Achieve and exceed sales targets on a consistent basis. 6. Maintain accurate records of all sales activities and customer interactions in the CRM system. 7. Collaborate with the sales team to develop effective sales strategies and campaigns. 8. Stay updated on industry trends, competitor activities, and product knowledge to provide informed recommendations to customers. 9. Provide exceptional customer service to build and maintain strong relationships with clients. 10. Handle objections and address customer concerns profess...
...by enhancing customer engagement and fostering stronger connections with our clients' fan base. As our AI Specialist, you will be directly reporting to the Head of Operations and you will be instrumental in driving innovation and implementing advanced chatbot technologies to revolutionize customer interactions. Key Responsibilities: Provide assessment of client needs to be translated to project requirements. Adhere to the established processes, quality measures, and timeline surrounding chatbot development. Collaborate with the team to develop automation experiences tailored to meet client needs. Work with the team to design, develop, and implement cutting-edge chatbot solutions leveraging AI to enhance customer interactions and support across various platforms. Cont...
I need a CRM tool developed for internal use that includes the following critical features: - Contact management - Task tracking - Sales pipeline management I am also looking for suggested integrations tailored to my specific requirements. The right candidate should have extensive experience in this field and submit detailed project proposals that outline how they would approach and execute this task. Desirable skills and experience: - Proven track record in CRM tool development - Excellent knowledge of current CRM trends and integrations - Ability to translate requirements into practical solutions - Strong proposal writing skills. Looking forward to seeing your proposals and working with you.
I am in need of an expert who can configure Zoho CRM for my not-for-profit charity. This involves multiple tasks, and each one has specific requirements. 1. Individuals Contact CRM Setup and configure Zoho CRM to manage individual contacts. Admin capabilities to add, update, and manage individual profiles, tracking interactions and engagement. 2. Organisation Contacts CRM Configure Zoho CRM to manage organizational contacts. Admin capabilities to add and manage details for support organizations, partners, and other entities. 3. Membership Integrate Zoho CRM with Paid Memberships Pro via Zapier for new membership signups. Establish a member portal in Zoho CRM for users to log in and update their personal and membership information. Set...
My project entails the creation of a robust ERP system built on the Flutter platform. The focus of the system will be on the following module: - CRM This application needs to be clean, reliable, and user-friendly. I require developers adept in Flutter interface and have substantial experience in ERP systems, more specifically CRM modules. Your task would be to inculcate industry leading features and provide an exceptional user experience. In-depth knowledge of modern CRM concepts, and a clear understanding of their roles in ERP systems are crucial for this job. Experience in tailoring solutions to specific business needs would be highly advantageous. Your role will involve frequent communication, so excellent communication skills are obligatory. Kindly provid...
...build a productivity tool as a web app, IOS, and Android application. This productivity tool is targeted for task tracking, team collaboration, and document sharing. Needs: #1 - RFP Writeup with details for these provide sample RFP, BRD,TRD you did for similar projects. This is to create full documentation of needs not programming. Once we have requirements down based on your experience the project will go on to bidding. Key Features: - Integration with artificial intelligence and cloud platforms like Google and Azure. - Supports multi-factor authentication (MFA/2FA) and Active Directory integrations. - Seamless synchronization of the app across all devices for a real-time experience. - Integration with email and calendar functionalities. - Ability to upload cost receipts ...
I'm in need of an experienced CRM specialist, well-versed in integrating Facebook and Instagram marketing campaigns to Pipedrive CRM for optimised lead nurturing. I require assistance in managing and nurturing leads from these two platforms specifically. Key Responsibilities: - Integrate Facebook and Instagram with Pipedrive CRM - Manage and nurture leads tracked from these platforms - Create and implement strategies to increase lead conversion rates efficiently Skills and Experience: - Proven expertise in CRM (Pipedrive preferred) - Strong knowledge of lead nurturing strategies - Experience in integrating social media platforms (Facebook and Instagram) to a CRM system - Exceptional analytical skills to gauge lead nurturing success - Ability to d...
I'm seeking a skilled developer to create a web-based NGO membership software with a mix of pre-made templates and custom design. Functionality is key, and the softwar...of quotations & invoices • Expense tracking • Staff management features • In depth accounting reports • Catalog or service management features • Features for alerts via email and mobile SMS • Support for the apps develop. Ideally, potential freelancers should have prior experience in developing similar membership or CRM software. Your proficiency in web-based software development and strong understanding of user experience (UX) design will support the success of the project. A blend of technical skills and creativity is necessary to balance both the functional and aes...
I am seeking a competent and well-organized Virtual Assistant to help me str...Handle my email account, sorting, prioritizing, and responding to emails as needed. - Coordinate travel arrangements including booking flights, accommodations, and arranging for local transportation. Access: - You will be provided with read-only access to my calendar and email. It is important that you respect privacy and confidentiality. Essential Skills: - Advanced proficiency in MS Office or CRM tools is a must with the ability to efficiently handle office-related tasks. Preferably, you already have experience as a virtual assistant, understanding the importance of time management and have an excellent attention to detail. Being proactive, intuitive, and having a problem-solving attitude is key to ...
I'm in need of a specialist who can build a cloud-based SMS and calling platform augmented with a Customer Relationship Management (CRM) solution. This platform will chiefly be utilized for sales and lead generation activities. Key features of the CRM should include: - Contact Management: Able to organize and centralize contact details effectively. - Sales Pipeline Management: Enables tracking of prospective customers throughout the sales process. Ideal candidates should have extensive experience in cloud-based software development, CRM systems, and telecommunication technology. Strong familiarity with sales and lead generation applications will be highly considered. Having the ability to provide ongoing maintenance and support will be highly advantageous.
Searching for a Skilled Freelancer for Windows and Doors CRM Project Are you an experienced freelancer with a proven track record in developing Windows and Doors CRM systems? Our leading windows and doors company is seeking a talented individual to create a custom CRM solution tailored to our business needs. Requirements: ✅ Prior Experience: Only candidates with a demonstrated history of creating similar projects will be considered. Show us your previous doors and windows CRM projects to qualify. ✅ Comprehensive Functionality: The CRM must include features such as quoting, invoicing, sales team management with commission tracking, employee management, a database for inputting pricing information, an installation process management module, and sea...
...for the first month of service during signup * Zoho CRM integration and VoIP service attachment * Auto account creation on Zoho with a successful signup and payment * Inclusion of a search feature for users to check NBN connection availability at their location * Integration of our wholesaler’s customer portal * Terms & Conditions pages * Contact Us feature * I am open to any suggestions regarding hosting, features and functions * Please specify in your bid if you are available for frequent future work on the site as the industry changes often and the site will need to reflect those changes and would prefer to work with the same people. We will prioritize those bids. Requirements: * Proven experience in web development * Knowledge of Zoho CRM and VoIP sy...
It's important to create a website that serves as a one-stop hub for all our members. Inspired by the layout and functionality of , the website should include: - Member profiles with results ...functionality of , the website should include: - Member profiles with results and records. - A live nomination form for upcoming competitions. - Unified communication platform for seamless connection between members. - Membership registration and renewal capabilities. - Accessible training schedules and resources. Ideal candidates for this project should be proficient in web development and sport-related projects, and knowledgeable of CRM integrations. Therefore, they could seamlessly weave in required features and ensure a user-friendly experience for our member athletes.
...required. Problem-Solving Ability: Demonstrated ability to effectively analyze customer inquiries, identify issues, and provide appropriate solutions or escalation as needed. Quick thinking and resourcefulness in finding solutions under pressure are crucial. Technological Proficiency: Comfortable using computer systems and navigating multiple software applications simultaneously. Experience with CRM systems and live chat platforms is preferred. Typing speed and accuracy are advantageous. Customer-Centric Approach: A genuine passion for helping others and a commitment to delivering exceptional customer experiences. Empathy, patience, and active listening skills are key attributes. Adaptability: Ability to adapt to changing priorities, handle high volumes of chats, and work eff...
...specialist to help me integrate Vonage with our QQ Catalyst CRM. This is a two-fold project involving: 1. Call Logging and Recording: I want all our call details to be logged and recorded seamlessly within the CRM. 2. Contact Information Sync: I require both the name, phone number, and email address from QQ Catalyst to be integrated with Vonage for easy contact accessibility. The ideal candidate will have prior experience with both QQ Catalyst and Vonage, and a proven track record of successful CRM integrations. Your expertise in customizing and integrating APIs will ensure the smooth interaction between these two platforms. You must possess the technical skill to troubleshoot issues that might arise during the integration process. FOCUS: - CRM I...
...our company's Zoho CRM, aligning it with the unique demands of a real estate firm dealing in properties from various developers. We have a team of about ten agents that will be utilizing this platform. Key Features Required: 1. Integration of Zoho CRM with Facebook, Instagram, and LinkedIn for real-time lead capturing and management. 2. A comprehensive dashboard for our administrators, managers, and agents, encompassing: - Sales pipeline view - Lead tracking - Performance analytics - Campaigns overview - Agents tracking - Information on leads both qualified and contacted 3. Implementation of a round-robin system for equitable, real-time lead distribution. Ideal bidders should possess noteworthy experience in CRM customization, specifically...
...required. Problem-Solving Ability: Demonstrated ability to effectively analyze customer inquiries, identify issues, and provide appropriate solutions or escalation as needed. Quick thinking and resourcefulness in finding solutions under pressure are crucial. Technological Proficiency: Comfortable using computer systems and navigating multiple software applications simultaneously. Experience with CRM systems and live chat platforms is preferred. Typing speed and accuracy are advantageous. Customer-Centric Approach: A genuine passion for helping others and a commitment to delivering exceptional customer experiences. Empathy, patience, and active listening skills are key attributes. Adaptability: Ability to adapt to changing priorities, handle high volumes of chats, and work eff...
I require an accomplished Flutter developer to design an application that runs smoothly on Android, iOS, and web platforms. The primary focus of this application is to provide information. Key features should include easy navigation, user-friendly interface, and quick data loading times. This project does not require a user authentication system or account creation. Ideal Skills & Experience: - Extensive experience in Flutter development across various platforms. - Strong background in developing informational apps. - Proven track record in producing user-friendly designs. - Excellent understanding of performance optimization techniques. Task: Integrate tom tom map into an existing application. You have to buld navigation (like google has) You have to build an map and display...
Integrate an ERP System with another CRM developed in JavaScript and TypeScript
...generation effectiveness. Use insights to refine the content strategy and improve lead conversion rates. Skills and Qualifications: Proven experience in social media management and content marketing, with a strong understanding of LinkedIn, YouTube and Instagram. Experience in lead generation, with the ability to identify and convert content engagement into actionable leads. Understanding and use of CRM tools like Pipedrive to create, update and follow up on leads each week. Strong organizational skills to develop and manage a content marketing calendar effectively. Some creative ability in leveraging digital and video assets to create compelling social media posts. Use Canva to edit, create and share content. Analytical skills to assess content performance and optimize ...
...focus on medical billing and coding projects. Strong understanding of healthcare billing and coding processes, regulations, and industry standards. Excellent communication, negotiation, and presentation skills. Demonstrated the ability to build and maintain relationships with key stakeholders. Strategic thinker with the ability to identify and pursue new business opportunities. Proficiency in CRM software and other sales tools. Ability to work independently and as part of a collaborative team. Willingness to travel as needed for client meetings and industry events. The Healthcare Business Development Specialist plays a vital role in driving revenue growth and expanding the client base within the healthcare industry, particularly in the realm of medical billing and coding ...
... Project Description: We are on the lookout for a talented and experienced software developer or team to undertake the development of an innovative Autonomous Agent API. This API aims to redefine personalized marketing strategies across industries by employing state-of-the-art data analytics, natural language processing (NLP), and machine learning techniques. The project will involve the creation of a robust system capable of collecting and analyzing customer data, segmenting audiences, generating customized marketing content, and providing product recommendations based on user preferences. Key Project Phases: 1. Technology Selection: Identification and selection of optimal technologies, including
...for the assistant. Is very important to have a reliable internet connection. Please if possible, let us know the speed of your internet service. Will be important to know if you have experience or are familiar with specific crm, software, or any apps useful for office, tasks and clients maintenance. The payments are per week, ( 25 hours ). The hours per day, and the days per week can be adjusted, depending in the availability of the assistant. You can send us a voice sample with a short message about yourself and your main skills that can be useful for this project. Thank you...
I'm on the hunt for a seasoned Zoho expert to bring my CRM system to life. Your skill set should include, but not be limited to: - Outright Zoho CRM mastery - Displaying proven success in past Zoho CRM projects - The ability to ensure best practices are rigorously followed When applying, please succinctly detail your past Zoho CRM work experience. Show me why you're the guru for the job. Remember, only those who can demonstrate proficiency in Zoho CRM will be considered. Use your expertise and judgement. But also, I'll need you to rely heavily on Zoho best practices to ensure flawless implementation. I need to get the system up and running efficiently. Let's make a strong Zoho CRM together.
...details, including name and contact. Crucially, it should give access to a rich context of interaction history and purchase or order details. - SMS Messaging: The system should allow agents to send SMS messages to clients. A key functionality of this feature is the capacity to transmit pre-written template messages, for efficiency. Ideal candidates would be experienced in the development of CRM systems or similar and proficient in UX/UI design with a sharp eye for detail. Familiarity with telecommunication industry standards and best practices will be an advantage. Proficiency in SMS gateway integration and database management are essentials. Candidates should demonstrate an understanding of the criticality of data privacy in the storage and handling of personal data in an...
I am shifting my operations and client management to and require help importing my client data into its database. You'll be gathering this from various sources including, but not limited to social media platforms, my current CRM tool, and email contacts. Key Data to Extract: - Client names - Contact details - Transaction history - Family names - Pet names - Birthdays - Anniversaries - Addresses Ideal Candidate: The ideal candidate will have excellent data management skills, experience with CRM platforms, preferably monday.com. They will require strong attention to detail to ensure the accuracy of the imported data. An understanding of personal data protection principles is crucial. Knowledge in real estate sector will be a definite plus. For items that are not know...
I am seeking a proficient developer to create a module to smoothly integrate services into Perfex CRM. A candidate’s experience with both Zadarma and Perfex CRM will be crucial to ensure a successful development of this module. This project will be the first version and will primarily focus on outdoing calls. Perfex CRM: Callog:
My name is Jerry Jay Hunter, and I'm the driving force behind Job Hunting U, a dynamic company dedicated to transforming job hunting strategies for our clients. We're at a critical point of expansion and are in urgent need of a Direct Messaging and CRM Optimization Expert. Your Mission, Should You Choose to Accept: - Optimize our existing CRM system to manage over 100+ daily messages from platforms such as Instagram, Facebook, LinkedIn, and TikTok efficiently. - Develop and implement a direct messaging strategy using tools like ManyChat or , aimed at increasing our booked leads, scheduled appointments, and ultimately, sales. - Create engaging, conversation-driven messages that convert leads into meetings/appointments across multiple platforms. We Are Looking For S...
I'm seeking a freelancer with exceptional experience in business process automation to help automate my sales process specifically. Here's what I need your assistance with: 1. Data Entry Automation: We have copious amounts of data that require efficient and error-free entry into CRM systems. Your ability to create an automated solution for this would be highly valuable. 2. Invoice Processing: We manage a heavy load of invoices that would significantly benefit from automation. It would involve automating invoice production, tracking, and management. 3. Inventory Management: We require an automated system capable of managing our inventory, updating stock levels, and providing insightful data on demand and supply. 4. Lead Generation and Contact Management: Currently, we...
***PLEASE READ*** DO NOT ATTEMPT TO BID without any experience or just random bid. We must see your previous CRM works to determine the details and your capability. This CRM development is for a mortgage company for sales, leads, follow up and status. IF YOU HAVE CRM examples for a MORTGAGE COMPANY software development experiences. We would like to know. Before we release access to an example we want to know more about your capability first. Please do share examples. In general: 1. User security and 2 ways text or email authentication are important. (User/Marketing/Administrator). One sales agent cannot view another sales agent client data. 2. Flow is similar as enclosed in design. 3. It also must provide emailing feature, and als...
Seeking a Belgian/Dutch native for straightforward warm lead generation. You'll engage with mostly small businesses across various sectors in Belgium and the Netherlands. Tasks just involve discovering interest in acquiring new clients, no salesmanship or appointment-setting required. Ideal candidates possess: - Fluent Belgia...new clients, no salesmanship or appointment-setting required. Ideal candidates possess: - Fluent Belgian language skills - Proven equipment to make clear, quality calls - Previous experience in lead generation - Excellent verbal communication skills - Ability to navigate different industries - An understanding of the small business landscape in Belgium/Netherlands You will receive a Salesforce (CRM) login and can make the calls using our phone number...
...campaigns, social media, and other prospecting methods. - Tailor messages to address specific needs and pain points of potential customers. - Qualify leads based on predefined criteria to ensure they meet the company's ideal customer profile. - Working experience with prospecting tools such as Apollo, LinkedIn Sales Navigator, etc., and CRM platforms – HubSpot, Pipedrive, Zoho, etc will be a huge advantage. - Keep customer relationship management (CRM) systems updated with accurate and detailed information about leads and interactions. The perfect candidate will have: - 3 or more years of experience in Medical equipment sales and dealing with USA-based clients. - Excellent communication skills, with the ability to efficiently relay product information to ...
In need of a seasoned expert specializing in Pipedrive CRM, particularly in customization and reporting features. Specific tasks will be: - Reconfiguring our system to include custom fields and data structures - Establishing robust dashboarding and reporting templates - Troubleshooting and resolving issues with generating accurate reports The above tasks will ultimately help our team of 5 leverage Pipedrive CRM more effectively. Candidates with a strong background in Pipedrive CRM customization and reporting, as well as problem-solving skills, are greatly encouraged to apply.
We are looking for very well organized & an ambitious self-driven Business Account Manager who can bring new clients and vendors to our US Staffing firm. <<<<<< Your success measure would be the successful on-boarding ...be the successful on-boarding of organizations every month & min 4 new clients to be added every month >>>> Key Responsibilities: - Establishment and maintenance of strong, productive client relationships - Identification and pursuit of fresh business opportunities Ideal Skills and Experience: - Proven record in effective client development - Experience with Customer Relationship Management (CRM) software - Strong interpersonal skills and a knack for identifying potential business opportunities - Experience managing small...
This task involves the posting of a remote Customer Service Representative (CSR) job in the USA, and the extraction of detailed candidate information from the CareerBuilder database. Key Responsibilities: - Create and post a remote CSR job listing in the USA. - Access the CareerBuilder resume database and extract candidate prof...collect as many resumes as possible, evoking a target of 5000 or more. Ideal Skills and Experience: - Proficiency in searching databases, with previous experience on CareerBuilder platform. - Expertise in job posting and extraction of accurate candidate details. - Experience in HR/recruitment based tasks. Must-Have Qualifications for CSR candidates: - Knowledge of Customer Relationship Management (CRM) software. - Bilingual skills. - Strong communicati...
This task involves the posting of a remote Customer Service Representative (CSR) job in the USA, and the extraction of detailed candidate information from the CareerBuilder database. Key Responsibilities: - Create and post a remote CSR job listing in the USA. - Access the CareerBuilder resume database and extract candidate prof...collect as many resumes as possible, evoking a target of 5000 or more. Ideal Skills and Experience: - Proficiency in searching databases, with previous experience on CareerBuilder platform. - Expertise in job posting and extraction of accurate candidate details. - Experience in HR/recruitment based tasks. Must-Have Qualifications for CSR candidates: - Knowledge of Customer Relationship Management (CRM) software. - Bilingual skills. - Strong communicati...
I need an expert in Dynamics 365 who will customize the customer service component by creating a customer portal. The portal should entail pre-defined, customized forms that our customers will fill out based on a project that they are eligible for. The ideal freelancer for this project has: - A fluent understanding of Dynamics 365 components, particularly customer service - A sound understanding of user registration, account management, and CRM under Dynamics365
MUST KNOW HEBREW! ANSWER WITH "I KNOW HE...schedule, coordinating meetings and correspondence. - Research and information gathering: dig out relevant data and data interpretation. - Task execution: complete forms and documents for clients, prepare to-do lists, follow-up with clients.. Furthermore, solid communication skills are paramount, as the assistant would have to communicate via Email, Phone calls, Instant messaging, Zoom, and our CRM platform. When attending Zoom calls, I will need the assistant to multitask by: - Taking meticulous notes and identifying actionable items for follow-ups. - Assisting clients and me in filling up forms. An experienced assistant with impressive organizational skills and ability to function in a bilingual setting would be considered ideal...
...outreach efforts and providing essential support with various administrative tasks. You'll be responsible for reaching out to leads within our CRM system, nurturing relationships, and scheduling appointments. Additionally, you'll handle daily executive assistant duties such as posting content, scheduling meetings, and assisting with client intake processes. Key Responsibilities: Utilize our CRM system to identify and reach out to leads through email, phone calls, and other communication channels. Follow up with leads to schedule appointments, demos, or consultations for our sales team. Maintain accurate records of lead interactions and appointments within the CRM. Assist in managing the executive's calendar by scheduling meetings, appointments, and ...
Responding Bid Proposal - Raleigh-Durham Airport Authority RFP No. 554-2024-0016; Marketing & Creative Agency Services