Crm workflows jobs
...**Features and Functions Wishlist:** - **Customizable Dashboard:** Tailor-made to fit the unique needs of car dealerships. - **CRM Integration:** To manage customer relationships seamlessly. - **Website Builder & Templates:** Easy-to-use tools for dealerships to create their online presence. - **Chat GPT Integrations:** Implement AI to personalize customer interactions, generate reports, & more. - **Inventory Management:** Streamline the process of managing car inventories. **Target Audience:** - **Primary Focus:** Car Dealerships **Ideal Skills and Experience for the Job:** - Proficient in UI/UX design with a portfolio showcasing SaaS projects. - Experience in integrating CRM systems and Chat GPT AI. - Familiarity with creating customizable dashboards and i...
...degree in Computer Science, Engineering, or a related subject. - Proven experience as a React/React Native Developer or similar role. - In-depth knowledge of React.js and React Native frameworks. - Experience with state management libraries (such as Redux or MobX). - Familiarity with RESTful APIs to connect React/React Native applications to back-end services. - Experience with popular React workflows (such as Flux or Redux-Saga). - Strong proficiency in JavaScript, including DOM manipulation and the JavaScript object model. - Understanding of platform-specific design principles for Android and iOS. - Experience with code versioning tools (such as Git, SVN, or Mercurial). - Excellent problem-solving skills and ability to think algorithmically. - Strong communication and teamwork ...
...knowledge of the luxury market, with an innate understanding of the needs and expectations of high-net-worth clients. Exceptional communication skills, with the ability to engage, persuade, and build trust with elite clientele. Strategic thinker with robust analytical skills and a knack for identifying opportunities for growth. Proficiency in utilizing state-of-the-art digital marketing tools and CRM software to streamline lead generation and management processes. Why Join Sièryne? Elevate Your Career: Be part of a dynamic team that sets the standard for luxury marketing. Impact and Recognition: Play a crucial role in expanding our presence in the luxury market, with competitive compensation and incentives to match your contributions. Creative Freedom: Sièryne value...
...IT industry. - Experience with tools and strategies that effectively target and engage potential clients interested in custom software development. - Capability to organize and deliver these leads directly into our CRM system for efficient follow-up and conversion. **Ideal Skills and Experience:** - Solid understanding of the Technology and IT sector, specifically around the needs for custom software development. - Proven track record of successful lead generation for technology-related services. - Expertise in using lead generation tools and software that can integrate with CRM systems. - Strong organizational skills to ensure leads are categorized for effective follow-up. - Excellent communication skills, with an ability to create engaging messages that resonate with po...
...follow ups and text messages. The industries are B2B as well as B2C. Your Main Responsibilities: *Set as many appointments with leads as you possibly can working 8 hours per day. (KPI is 150 calls per day) *Talk to leads, see if they may be interested in our services and qualify them (training will be provided) *Follow up with leads and interested prospects *Keep track of leads with a simple CRM *Schedule meetings for us (through Calendly) *Keep up-to-date reports The Ideal Candidate: --Superb English skills verbally & written (THIS IS IMPORTANT) --Willingness to learn from both SOPs and 1-on-1s. --Comfortable with frequent communication with the team --Must be trainable, and takes direction well --Existing experience in cold calling for other companies. (1+ years!) &n...
I'm seeking a proficient Odoo developer to implement and customize several modules, including but not limited to Sales and CRM, Accounting and Finance, and Inventory and Warehouse Management. The key tasks involve: - Implementing necessary modules according to business needs - Custom report generation for different modules - Integrating third-party systems seamlessly with Odoo - Customizing the user interface to enhance usability The expected timeframe for this project is 1-3 months. The ideal freelancer for this job would have extensive experience in Odoo development, including proficiency in Python programming, PostgreSQL databases, and front-end technologies such as JavaScript, CSS and HTML. Strong knowledge in creating and customizing Odoo reports, as well as integratin...
I'm seeking a skilled SharePoint Administrator to elevate our document management and collabora...with other Office 365 applications. - Strong background in document management systems. - Excellent communication skills, with the ability to translate technical details into easy-to-understand language. - Previous experience setting up SharePoint for large organizations (>50 users). - A keen eye for detail and a problem-solving mindset to ensure the platform is seamlessly integrated into our workflows. By taking on this project, you will play a critical role in enhancing our document management and collaboration capabilities, ultimately supporting our team's success and productivity. I look forward to collaborating with someone who shares our vision for a more connected a...
I am looking for a skilled Business Analyst who can play a pivotal role in the enhancement and optimization of our operations. The person will be responsible for understanding our current workflows, identifying challenges, and gathering precise requirements to structure our processes more efficiently. **Key Responsibilities:** - Conduct comprehensive Requirement Gathering to get a clear picture of current operational processes and identify areas of improvement. - Analyze data trends, workflows, and system processes to propose optimizations. - Develop a Detailed Analysis Report with actionable recommendations for process improvement. **Ideal Skills and Experience:** - Proven experience in Business Analysis with a strong focus on Requirement Gathering and Process Improvement....
We are looking for a programmer to help us build a CRM to simplify our processes. The CRM will have integrations with third-party APIs and our current billing software. It will also have internal user credentials with different levels of access and a client portal, with the possibility for them to make payments, and track and review their accounts. QUALIFICATIONS: Need to be knowledgeable in any framework of Node JS & PostgreSQL. High fluency in spoken and written English.
...day-to-day tasks, enhancing productivity and operational efficiency. **Requirements**: - Proven experience in AI and machine learning projects, specifically with GPT models. - Strong proficiency in Python and experience with API integrations. - Knowledge of speech-to-text technologies and their application in real-world scenarios. - Experience with developing applications for sales operations, including CRM integration and automation. - Familiarity with GPT Vision and its applications in content generation and social media. - Ability to work independently and in a team, with excellent problem-solving skills. - Strong communication skills and proficiency in English. **What We Offer**: - Opportunity to work on cutting-edge AI projects in sales technology. - Competitive compensati...
...territories. **Ideal Skills and Experience:** - Proven B2B sales experience in the retail industry. - Ability to communicate, present and influence key stakeholders at all levels of an organization. - Demonstrated ability to drive the sales process from plan to close. - Strong business sense and industry expertise. - Excellent mentoring, coaching and people management skills. - Experience in using CRM software for sales management. This role is perfect for someone who is passionate about sales, thrives in a fast-paced environment, and is looking to take their career to the next level by making a significant impact on our company's growth....
Hi! I am looking for someone who can help me implement certain features in my RISE CRM site. If you are not familiar with RISE CRM, this is RISE: This RISE site is going to be SaaS and will use this plugin for that: I want some help to create a custom plugin but also some customization of some existing modules. Here are some details about creating a plugin for RISE: https://risedocs
...office location: Philadelphia Outsourcing office location: India Job Overview: We are seeking a highly skilled and experienced Health Care RCM Expert to join our team and play a crucial role in the successful onboarding of projects related to revenue cycle management in the healthcare industry. The ideal candidate will possess a deep understanding of healthcare financial processes, revenue cycle workflows, and regulatory compliance. This individual will be responsible for guiding and overseeing the implementation of RCM projects, ensuring smooth transitions and optimal financial outcomes for healthcare organizations. Key Responsibilities: 1. **Project Onboarding:** - Lead and facilitate the onboarding process for new RCM projects, collaborating with cross-functional teams an...
...name and keywords. Product Management: * Adding and managing products in the database. * matching of products and customers - Need to be able to Save Queries of the product database and link them to specific Clients. - Integrate Google Maps with Existing Location Data. Ideal freelancers should have a strong understanding of CRM functionality, have worked with Python (specifically Flask), PostgreSQL (especially psycopg2 for Flask integration), and have built-out CRM search capabilities. The ability to seamlessly integrate new features into the existing code is critical. I look forward to your qualified bids and collaborating with you soon. Contractor will sign an NDA and Intellectual Property Agreement. -- Please be prepared to submit: 1) A portfolio of projects done wit...
...processes and translate them into Odoo workflows. - Experience in Python programming, PostgreSQL database, and other technologies foundational to Odoo. - Strong problem-solving skills and attention to detail. **Project Requirements:** - Implement selected modules in Odoo Enterprise to streamline business operations. - Ensure the modules are fully integrated and functioning as per the project goals. - Provide guidance on best practices for module usage within Odoo Enterprise. - Offer training and support to staff for the newly implemented modules. **Why This Project?** Join us on a transformative journey to optimize our enterprise operations through the power of Odoo. Your expertise will directly contribute to the efficiency and scalability of our business workflows. This...
...various modules, enhancing productivity and decision-making capabilities. Ideal candidates will have demonstrated experience in Power Apps, Power Automate, Power BI, Power Pages, Dataverse, and Power Query. **Core Requirements:** - **Expertise in Power Apps:** Ability to design and develop custom applications tailored to business needs. - **Proficiency with Power Automate:** Skilled in automating workflows and processes to save time and reduce error margins. - **Mastery of Power BI:** Adept at creating interactive dashboards for insightful data analysis and reporting. - **Knowledge of Power Pages & Dataverse:** Experience in utilizing Power Pages for web development and managing data with Dataverse. - **Power Query Know-How:** Leveraging Power Query for data collection, prep...
...preferably in the e-learning or education sector. Strong communication and interpersonal skills. A client focused professional with ability to listen and understand their needs and advise in their best interest A resilient team worker with the agility to find solution and deliver the edge A people person who thrives in bringing people together Interested in Tech and Innovation topics Familiarity with CRM software (Customer Relationship Management). Proficiency in LinkedIn automation tools, such as LinkedHelper, for efficient outreach PLUS: An established network of key decision makers, students and professional associations is a strong plus. PROJECT AUTONOMY The candidate should be self-sufficient and require minimal assistance in project execution. Ability to independently ...
I am in need of a freelancer with solid high-level expertise in leveraging for wor...solid high-level expertise in leveraging for workflow optimisation. - Task Focus: The primary task at hand revolves around optimizing my client onboarding process. It would require integrating steps, such as lead capture, follow-up communication, and collecting client information, into a seamless workflow. - Ideal Skills: Extensive experience in , in-depth understanding of CRM processes, client onboarding, workflow optimization, data organization, and communication. This undertaking aims at implementing a structure that supports an intuitive, efficient, and high-productive workflow. An ideal candidate would be someone who can design this system with future scaling in mind.
...engaging, high-quality Instagram reels. - Workflow Management: Efficiently tracking and managing assignments to ensure prompt delivery. The ideal candidate will: - Have a proven track record of producing engaging long-form Instagram Reels. - Be skilled in advanced video editing techniques. - Be familiar with tools that enhance team communication and collaboration. - Understand how to manage workflows for optimal productivity. -Adobe Premier Pro Looking forward to working with you. We make contracts for 30 - 50 and 100 videos. It´s a long term work relationship. I´ll need the candidate to edit a video for us, to show me he/she can do the job exactly how we need. To apply for the job i need you to edit (
I'm looking for an expert in Microsoft Flow and SharePoint to create a system that sends out scheduled workflows on a weekly basis. These workflows need to include attachments such as documents and spreadsheets sourced from a SharePoint list. **Key Requirements:** - Proficiency in Microsoft Flow and SharePoint - Ability to automate workflows to send weekly - Experience with handling document and spreadsheet attachments - Knowledge in configuring SharePoint lists to work seamlessly with Microsoft Flow **Ideal Skills and Experience:** - Previous experience with SharePoint list management - Familiarity with Microsoft Flow automation processes - Expertise in managing and automating document and spreadsheet attachments in flows - Strong problem-solving skills and at...
I am in need of an experienced Bubble developer to assist me in creating an order table within my application that updates after a successful transaction. The table must include specific customer and order details for seamless order management. Also automate invoice generation and sending to WhatsApp and email using APIs. Here’s a summary of what I’m looking for: **Key Requirements:** - Develop an order table in Bubble that activates post-transaction. - Table must include: - Customer Name - Product Name - Quantity Ordered - Order Date - Price - Order Status (with a focus on showcasing ‘Completed’ orders) - Create unique order ID - Mobile number - Email ID - Order quantity - Order value - Transaction information **Ideal Skills and Experien...
...updates on inventory levels, including incoming stock and items sold. - **User-Friendly Interface:** Should be easy to use for staff at different levels without extensive training. - **Reporting and Analytics:** Capable of generating detailed reports on inventory trends, helping in making informed decisions. - **Integration Capabilities:** Ability to integrate with existing systems such as sales, CRM, and accounting software to streamline operations. - **Security:** Secure access controls to ensure sensitive business data is protected. **Ideal Skills and Experience:** - Experience in developing or customizing inventory management systems for wholesale businesses or similar sectors. - Strong knowledge of database management and software engineering principles. - Proven track rec...
Significant experience with day-to-day technical management of the NetSuite platform. Knowledge and working understanding of CRM and Marketing Automation platforms. Strong NetSuite ERP and CRM Development experience. 5+ years with JavaScript. 3+ experience with SuiteScript 1.0 and 2.0, SuiteFlow, and SuiteTalk . Experience with integration of 3rd party applications. Strong understanding of semantic HTML / HTML5, CSS / CSS3. Ability to learn and use existing JS libraries. Existing experience with Node.js, Angular.js and Bootstrap.js. Ability to quickly adapt to new requirements and changing situations. Ability to work on multiple projects simultaneously. Quick learning, independent thinki...
...Development**: The primary focus here is on automating basic tasks related to data entry and retrieval. The ideal candidate will create workflows that not only improve efficiency but are also scalable and easy to maintain. **Skills and Experience Needed**: - Proficient in SharePoint Online: You should have comprehensive knowledge about SharePoint architecture, including experience with site collection setup, management, and optimization. - Adept in Power Automate: Given the focus on workflow development, you must possess a solid grasp of Power Automate, particularly in constructing workflows that automate data entry and retrieval. Experience with integrating these workflows into SharePoint Online is crucial. - Problem-Solving Skills: The ability to think on ...
This is our company crm , i want addons in this& my requirements are: I'm seeking a professional for integrating essential addons into an existing PHP project. These include but may not be limited to user authentication, a payment gateway, and an email notification system. The exact specifications are outlined in a document that will be provided upon initiation. REQUIRED SKILLS AND EXPERIENCE: - Expert knowledge in PHP - Proven experience with user authentication systems - Proven experience with payment gateway integration - Experience in setting up an email notification system - Familiarity in working with project specification documents APPLICATION REQUIREMENTS: Please include a summarised account
We are looking to buy a CRM application with source code, here are some key factors to consider: **Customization Flexibility**: Ensure the CRM offers enough flexibility for customization to fit specific business needs. **Scalability**: CRM application that can scale along with our business growth. Make sure the source code is structured in a way that allows for scalability without major rewrites. **Security**: Security is paramount when dealing with customer data. Look for a CRM solution with robust security features and practices. **Documentation**: Comprehensive documentation of the source code is essential for understanding its architecture, functionalities, and how to customize or extend it. Make sure the CRM provider offers clear and accessible...
I am in need of a skilled developer who can build a Class 5 switch with specific attributes. Key Features: - Call routing capability - Voicemail inclusion - Call recording The switch will be expected to handle high...attributes. Key Features: - Call routing capability - Voicemail inclusion - Call recording The switch will be expected to handle high volume traffic, i.e., over 500 calls per day. Furthermore, it should be integrated with a voip billing system Ideal Skills & Experience: - Significantly experienced in telecom and building Class 5 switches - Previous work with high-volume telecommunication systems - CRM system integration knowledge and experience Please include relevant experience and work samples in your bid. Only developers with proven track records will ...
Seeking skilled video creators to develop premium lifestyle and promotional content for our luxury Riviera Maya properties targeting North American and Mexican buyers (English, Spanish and French). You Will: Concept and storyboard 1 long-form YouTube video and 4 short social videos monthly based on content provided for our Blog. Post-produce professional edits with b-roll, graphics, ...Post-produce professional edits with b-roll, graphics, animations, color correction, voices, etc. Optimize 1 monthly YouTube video and 4 social media shorts in partnership with Social team Incorporate blog posts and original video scripts provided into monthly long and short videos Track video performance analytics related to engagement and conversions Maintain cohesive video branding guidelines and wor...
More details: What specific workflows do you need to develop using Okta? User provisioning and deprovisioning, Access management, Okta workflow, API, Access token , creating okta workflow How do you envision the Okta workflow being integrated into your existing systems? API integration, Custom scripts Are there any specific requirements or restrictions for the Okta workflows in terms of functionality or performance? High performance, Customizable actions, Integration with other systems
...strategies to achieve faster page loading. This may include code optimization, efficient database queries, and leveraging Laravel's built-in caching features more effectively. 2. **User Experience Enhancements:** - Focus on refining the overall user experience of the application. The goal is to make the application more intuitive and user-friendly, which may involve rethinking some of the workflows or interfaces. 3. **Security Upgrades:** - Integrate role-based access control to ensure users have appropriate permissions based on their role within the organization. This will involve setting up a robust system for managing roles and permissions, ensuring that users can only access the features and data they're meant to. **Ideal Skills and Experience:** - Extensiv...
...those with strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients What We Offer • Support & Resources: Whether you join as an Agent or a Partner, you'll receive the necessary tools, promotional materials, and support to succeed. • Training for Agents: Comprehensive training in our Customer Service and CRM systems. • Flexible Earning Potential: With our commission structures, your earning potential grows with your efforts. Ideal Candidate • Strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients • Excellent communication skills. • Motivated, with a dr...
...experienced PHP CI4 developer to join our dynamic project team. Our project involves comprehensive backend development, efficient API integration, intricate database management, and crafting a frontend with a customizable layout that stands the test of user experience. **Key Responsibilities:** - **Backend Development:** Implement robust functional logic ensuring seamless data processing and workflows. - **API Integration:** Efficiently connect our platform with necessary external services and APIs for enhanced features. - **Database Management:** - **Data Migration:** Safely transition existing data resources to our new system without loss. - **Performance Optimization:** Continuously monitor and tweak the database performance for speed and reliability. - **Security En...
...sales targets by effectively managing the sales pipeline. • Utilize CRM software to track all interactions with leads and maintain an organized workflow. Qualifications: • Some understanding of Computerized Maintenance Management Systems (CMMS). • A light understanding of facilities maintenance and work order management processes. • Proven sales experience with a track record of successfully closing deals. • Outstanding communication and interpersonal skills to engage leads and build rapport. • Ability to explain complex software systems in a clear and concise manner that is easily understandable to non-technical potential clients. • Highly organized with great attention to detail and follow-through. • Proficiency with CRM software t...
I am working with a unique version of Traccar, and in need of an experienced programmer who can carry out some specific functionalities: • Incorporating real-time tracking • Implementing Geofencing • Setting up alarm and notification features Please note, there won't be the need for integration with an existing CRM system, customized reports and analytics nor mobile app integration. However, I require someone adept at navigating different versions of Traccar and understanding the intricate requirements of this project. Demonstrated experience with similar projects would be highly beneficial.
...well-versed in ERPNext who can help me optimize my customer relationship management (CRM). The primary focus will be on inventory management, sales order management, and human resources management. In this project, you will: - Optimize the CRM module in ERPNext - Streamline inventory management - Improve the sales order management processes - Enhance the performance of human resources management The ideal candidate will be proficient in ERPNext and have a solid background in CRM. Experience in improving business performance through ERPNext is strongly desired. Please note that CRM integration is not required in this project. Your main responsibility will lie in improving and customizing features of the CRM module in ERPNext. If you have the necessary...
...reporting capabilities to track engagement, response effectiveness, and identify areas for improvement. - **CRM Integration:** Ability to integrate with our existing Customer Relationship Management (CRM) system for smooth information flow and better customer service. **Ideal Skills and Experience:** - Proficiency in chatbot development, particularly with natural language processing. - Experience with integrating messaging platforms like WhatsApp, Instagram Direct, and Facebook Messenger. - Familiarity with creating user-friendly drag and drop interfaces and implementing conditional logic. - Strong background in developing multi-language supported systems. - Expertise in analytics tools and CRM software integration. **Additional Requirements:** - Flexibility to in...
We are seeking a detail-oriented and proactive data entry specialist to assist us in compiling a comprehensive list of background check agencies. The primary responsibility of this role will involve conducting research on platforms such as Google, Just Dial, and other relevant listings to identify and gather details of background check agencies. The successful ...and proactive data entry specialist to assist us in compiling a comprehensive list of background check agencies. The primary responsibility of this role will involve conducting research on platforms such as Google, Just Dial, and other relevant listings to identify and gather details of background check agencies. The successful candidate will be responsible for entering this information into our CRM system accurately and ef...
I am seeking a professional to integrate an intuitive dashboard into my existing CRM system. The focal point of this project will be to monitor and visually display both the number of job setup and pertinent financial data from our workforce. Key Features: - Job setup tracking: accurately monitor and display the total number of jobs set up in real-time. - Revenue tracking: concurrently, the dashboard should efficiently track and project revenue generated from the workforce. Ideal Candidate: The perfect candidate would be an expert in CRM system integration with a focus on dashboard design and data visualization. A good grasp of data analysis, specifically related to job tracking and revenue monitoring, is key. If you can deliver a cohesive dashboard that seamlessly integr...
I require a Notion CRM tailored to my position as a Financial Advisor. The key features I need incorporated include: - Contact Management: The ability to organize and retrieve client contact details effectively. - Lead Tracking: Capability to monitor prospective clients, their interest levels and conversations. - Task Management: System to prioritize and manage daily responsibilities. Furthermore, I need this CRM to seamlessly integrate with my current workflow. This includes syncing with: - Email: Automate communications and store on CRM. - Calendar: Coordinate with task management for efficient scheduling. - Document Management: Connect with our data repository for instantaneous file sharing. Lastly, I need the CRM to manage and analyze the following dat...
I'm looking for a developer specialized in AI and CRM systems to enhance our existing custom-built CRM. Key tasks for the AI will include: - Performing detailed data analysis and generating predictions - Intelligently segmenting our customer base - Automating our lead generation process - Auto-draft proposed email response. The ideal candidate should be proficient in data analysis, machine learning, CRM systems, and programming languages necessary for the task. As the time frame is crucial, the developer should be ready to invest sufficient time to complete the project within a month. An understanding of our business model to effectively segment our customer base and generate leads will be advantageous.
We are seeking a developer specialized in Perfex CRM to create a custom module that will enable the addition and advanced management of images and files for items listed in the system. This enhancement aims to improve our ability to dynamically present and share product information. Project Details: Custom Module Features: main_image: A field for assigning a main image to each item. This image will be used in various contexts, such as quotes and invoices. image_gallery: A field to build an image gallery for each item, accessible for viewing and editing. attached_files: A field for attaching various files (PDFs, videos, etc.) to items, enriching the content available to users. Module Requirements: An intuitive user interface for uploading, viewing, and deleting images and files. ...
...understanding of non-profit success pack (NPSP) customisation and external integrations. I want to use this CRM for a charitable Wealth Management practise that is dealing in Sales of Financial Products Key Tasks: - Import and Update Leads - Push Sms and Email - Capture Personal Data - Capture Financial Product requirement using Ticketing system - Capture Sales and track Execution Stage - Capture Revenue due and paid - Send reminders/greetings/dues notification by email/sms Ideal freelancer skills and qualifications: - Proven record in Salesforce CRM customisation, specifically NPSP. - Expertise in integrating platforms with MSG91 for both email and SMS capabilities. - Comprehensive understanding of CRM platforms and their functionality. - Good communication ski...
I'...knowledge and answering any questions to encourage sales. **Ideal Skills and Experience:** - Native-level proficiency in German. - Experience in sales or telemarketing roles, particularly within call centers. - Strong communication skills and the ability to follow a script closely. - A pleasant and engaging phone presence, with the ability to persuade and inform potential clients. - Familiarity with CRM software is a plus, as tracking calls and client information accurately is crucial. The ideal candidate will have a track record of successful sales or telemarketing experience, with specific skills in building rapport with clients and closing sales over the phone. If you are motivated, articulate, and ready to contribute to our team's success, I look forward to rece...
I'm seeking an experienced Salesforce developer to construct a versatile lightning record feature for our CRM. This component should not only support basic functionalities such as creating, updating, and deleting records but also allow users to attach, view, and manage documents directly within each record. The key aspects of this job include: - **Core Functionalities**: Develop a lightning record with the capabilities to create, view, update, and delete records seamlessly. Integration of an attachment feature is crucial, enabling users to attach PDFs, Word documents, and images to any record. - **Design Preferences**: A keen eye for design is necessary. The lightning record should embody a clean, modern aesthetic yet remain customizable to fit our brand's evolving needs...
...leads in conversation to determine their level of interest and qualification as potential clients. Qualify leads based on established criteria and identify those ready for immediate assistance from a real estate agent. Provide live transfers of qualified leads to real estate agents, ensuring a seamless transition and timely follow-up. Document all interactions and lead details accurately in the CRM system for future reference and tracking. Meet and exceed daily and weekly call volume and lead transfer targets to support the brokerage's growth objectives. Collaborate closely with the real estate team to provide feedback and insights on lead quality and opportunities for improvement. Requirements: Must speak English fluently. Proven experience in outbound calling or telemark...
I'm seeking a skilled developer to create a script for Perfex CRM API that fetches specific customer information. This script should property listing details including names, addresses, photos, etc which enables for . The script will need to arrange this data into a feed link formatted as an XML file. Informed knowledge of Perfex CRM API and proficiency in XML are paramount for this project. Previous experience in similar projects is desirable but not essential. It's key that the script is efficiently coded and accurately pulls the necessary data. A XML Integration is required to sync properties with Bayut and/or dubizzle in bulk using external CRM systems. XML integration allows clients to maintain their inventory on Bayut and/or dubizzle by providing the p...
Ontraport is our CRM which has an extensive API. Royal Mail is our Delivery partner which has an extensive API. I am looking for someone to 1. Create a listener that will receive a Webhook from our CRM 2. Send a response back to our CRM that the record has been received 2. Store the API data in our DB. 3. Submit the order to Royal Mail and listen log the success / failure outcome 4. Send the information back to our CRM and update the record with the Royal Mail data
We need a macro script to be run in Solidworks PDM. The Macro script will be inserted as a Task in the PDM and will be run on Solidworks Parts of our Vault. The trigger will be either through Workflows or through user input, this is configured in PDM. VBA is preffered for the language but C can be considered if more efficient here The macro need to do the following : -Check OUT ( with admin credentials) -Edit the Weldement features(scan the part from multiple if needed) exisiting inside the part to update it s Cut List Properties ( need to run for all configuration as As machined and As Welded configurations are created) ( The Weldment profiles of the library have seen their Custom Properties updated, we need to update all the project parts using these weldmeent profiles, one...
...of a skilled individual or team to assist in the conversion of a directory stored as an image PDF file into a structured CRM database Excel sheet. This task is vital for my ongoing data analysis, entry, and organization efforts. 7 PDF files are there which needs to be converted to corresponding CRM excel sheet ( Excel sheet format will share and what data needs to be segregated ) **Key Requirements:** - **Data Extraction**: Ability to accurately mine the following information from each entry in the image PDF directory: - Name - Email Address - Phone Number - **Data Entry**: Efficiently input the extracted data into an Excel sheet that will be integrated into my CRM system for further data organization and analysis. **Ideal Skills and Experience:** - **PDF ...
