Sharepoint crm salesforceemplois
As you've probably already heard. We're a company using Perfex CRM in saas mode and we offer it to our customers. Everything was working fine before. But we had switched to a larger server. And we installed Imunify360 as an anti-virus. And that's when all the problems started. SMTP systeme is shared by all customer, and each costomer add his oun credential on his space. Like a real saas. This is the error we have : SMTP connect() failed. server error: Failed to connect to server SMTP code: 111 Additional SMTP info: Connection refused Connection: opening to mail.........com:465, timeout=30, options=array() Connection failed. Error #2: stream_socket_client(): Unable to connect to mail.........com:465 (Connection refused) [/home/
I am urgently seeking an experienced Odoo Functional Consultant for a full-time, on-site role in Kuwait City. The ideal freelancer for this project should have: - Extensive knowledge of Odoo's most important features, including Sales and CRM, Inventory Management, and Accounting and Finance. - The ability to work under pressure and be ready to start immediately. - Ability to work in an on-site role here in Kuwait City. There is no specific need for customization or integration with third-party software, the primary focus is simply maintaining and optimizing our existing systems. We need the project completed as soon as possible, hence a dedicated professional who is ready to commit to a full-time role is needed.
I need a data entry expert with an emphasis on financial records. The task requires entering and analyzing data from Excel files and Salesforce into our system. Key Responsibilities: - Input large volumes of financial data with high accuracy - Ensure all financial information is coded and formatted correctly - Analyzing and troubleshooting any data inconsistencies - Quote creation on PandaDoc Ideal Candidate: - Expert in handling Excel files and Salesforce - Strong analytical skills and attention to detail - Previous experience with financial records is preferred.
I'm seeking an adept professional ...Management: Ability to monitor stock levels, automate purchasing, and set alerts for low inventory. - Sales Analytics: Ability to gain insights from data, track performance, predict future trends, and facilitate decision-making. - Customer Relationship Management (CRM): Aid in managing the company's interactions with potential and existing customers. Ideal applicants should have experience in retail operations and a proven track record in developing on-premise POS systems that effectively incorporate inventory management, sales analytics, and CRM features. Strong analytical skills and a detail-oriented approach are essential for this project. You should be able to anticipate potential retail business needs and incorporate soluti...
...The functionality of this system should include the ability to: - Segment and automates notifications for targeted user engagement - Generate rich analytics reports to evaluate campaign effectiveness To effectively engage users and drive conversions, I'd like the system to allow for user information collection through opt-in forms on the website and integration with the existing CRM system. A prior knowledge of CRM integration would be beneficial for this project. As the target audience was unspecified, the system should be adaptable enough to cater to both existing customers and new leads. It's essential that the chosen professional can design an intuitive interface that promotes user engagement and drives traffic conversions. A proven track record in crea...
I am seeking experienced freelancers to undertake da...Dice software. This project primarily involves text and number entries with less than five fields or columns per entry. Key responsibilities: * Converting data from physical documents to digital entries * Ensuring accuracy of data * Inputting text and numerical data into the Box and Dice software Ideal skills and experience: * Proven experience in data entry * Familiarity with the Box and Dice CRM software * Strong typing accuracy * Attention to detail and organisation skills * Ability to handle physical documents effectively Applicants will be considered based on their experience with data entry works, particularly the Box and Dice software. Please note that this is not just a simple data entry job, precision and accurac...
...functions created for pricing automation and creating records in zoho crm automatically from desk via custom desk button. ----- I'm looking to enhance my business's efficiency by using Zoho Deluge. The main goals for this project are: - Automating specific business processes - Customizing Zoho applications, specifically Zoho Desk and Zoho CRM In greater detail, the tasks needed to be completed are: 1. **Automation of Business Processes:** Specifically, I need Deluge scripting for both Desk and CRM. The key aim here is to streamline our workflow, reducing manual tasks and increasing productivity. 2. **Customization of Zoho Applications:** This pertains to custom-made workflows to refine and adapt our Zoho Desk and Zoho CRM according to our o...
...AI-Enhanced Medical CRM System Using ERPNext Project Description: We are seeking an experienced ERPNext developer or development team with expertise in AI and machine learning to customize and enhance an ERPNext-based Medical CRM system. This project aims to leverage the flexibility and extensibility of ERPNext to create a system that not only streamlines healthcare operations but also incorporates advanced AI functionalities for improved patient care, operational efficiency, and decision-making processes. The successful candidate will customize ERPNext modules, integrate AI capabilities, and ensure a seamless user experience. Key Features and Functionalities: Customization of ERPNext Modules: Adapt existing modules for patient management, scheduling, inventory, financi...
I need help with data management especially between Microsoft SharePoint Online and Excel. Your task would involve: - Locating specific files in one SharePoint library. These files will be clearly identified by their names which are already listed in an Excel spreadsheet. - Updating the same spreadsheet by adding a new column for the file locations once you've successfully found them in SharePoint. The ideal freelancer for this job should have the following experience and skills: - Proficient in Excel data management. - Familiarity and experience with Microsoft SharePoint Online. - Excellent attention to detail.
...problems, Installing new software Troubleshooting everyday problems To more complicated things like: VPN Tunnel problems Server issues Webdesign Wordpress SEO work Google Ads strategy Sharepoint set ups Cloud migrations Surveilance/NVR set-ups Potentially some light app development We want a company that is always available during European business hours. We want to be able to reach them via Phone, Mail, chat and get almost instant support over TeamViewer or similar for ongoing IT Support. We also need ongoing help with updating and developing our websites when needed. Ability to help with things such as Sharepoint set ups, implementing new IT solutions and constantly upgrading our software stack etc. We are not heavy users of IT, but maybe we need on average 10 hour...
As the project owner, I am in need of an expert highly proficient in Power Automate and SharePoint to help automate various tasks and processes. Though specific tasks have not been enumerated, potential areas of automation may encompass document approval processes, data migration, and setting up email notifications. Ideal Skills and Experience: - Extensive experience with Power Automate and SharePoint - Knowledgeable in designing and implementing automation processes - Understanding of data migration methodologies - Competent in setting up email notifications systems The frequency of assistance needed has not been specified, hence, it would be ideal to have an expert who has a flexible schedule and can adapt to project demands when needed. If you possess the skills and ad...
I am looking for an expert in CRM systems to custom-build a solution for my sales team. Our team is small, composed of 1-10 users, but we need a robust system. Below are the detailed features we require: - Contact Management: The CRM should have a streamlined system for managing and organizing contacts. It should allow the easy addition and modification of contact information and have a search feature for easy retrieval of contacts. - Opportunity Tracking: The system should offer a thorough opportunity management system. We need to be able to track prospects, monitor the sales cycle progression and give us an instant overview of where each opportunity is in the sales process. - Reporting and Analytics: Our CRM should provide us with detailed reports for insight driv...
I'm seeking a proficient developer to build a custom CRM system that incorporates contact management, sales pipeline tracking, and task management modules. This system should seamlessly integrate with existing accounting software. Key requirements: - In-depth knowledge in custom CRM development. - Proven experience in software integration, specifically with Stripe. - Work-history involving contact management features. - Familiarity with sales pipeline tracking and task management functionalities.
...data visualization of historical pricing trends and averages should be easy to comprehend, assisting users in making well-informed bids. Ideal Skills: - Web Development: The candidate should have exceptional web development skills, with a portfolio demonstrating proficiency in creating interactive, user-focused websites. - transport cost symulator connected with our shipper operator prices - CRM system for our employees - multi language (i will deliver PL text) - UI/UX Design: Since I need assistance with the layout and design, a deep understanding of UI/UX best practices is crucial. - Database Management: Considering the need for a live bidding system and historical pricing data, expertise in efficient database management and data visualization will be an added advantag...
...Management (CRM) system developed using Airtable. The CRM system should have the following features: - Contact Management: The CRM should effectively store and manage client data, enabling easy access to any contact details when required. - Lead Tracking: I want to be able to track my leads effectively. This should include their contact details, the date they were contacted, what was discussed, their response, and the next steps. With regards to integration, I would like the CRM to seamlessly link with my email marketing software. This will allow me to send bulk emails and more easily keep track of my correspondence with leads. To manage the CRM, there should be two types of roles: Administrator and Salesperson. - Administrator: This role should ha...
I'm looking for a professional who can successfully automate various aspects of my business using ZOHO. Key areas that require automation include Sales and CRM, Marketing and Email Automation, as well as Accounting and Finance. - Specifics: The system should be capable of advanced reporting and analytics, integration with other software platforms, and custom workflow and rule creation. - Capacity: The application should be able to support 1-10 users. The ideal freelancer for this job must have a strong understanding of ZOHO and its capabilities. Their skills should also encompass the design of tailored systems, and the integration of multi-platform software. This project requires analytical thinking and problem-solving as you'll need to develop and implement an efficien...
...meetings in our CRM system. Collaborate closely with the sales and marketing teams to optimize outreach strategies and achieve sales targets. Stay updated on industry trends, competitor activities, and market developments to identify new sales opportunities. Requirements: Previous experience in sales, lead generation, or customer-facing roles preferred. Strong proficiency in using LinkedIn for prospecting and networking. Excellent written and verbal communication skills, with the ability to articulate complex concepts in a clear and compelling manner. Highly organized with strong attention to detail and the ability to manage multiple priorities. Results-oriented mindset with a track record of meeting or exceeding targets. Familiarity with CRM...
...core capability of the CRM should revolve around client management, case tracking, and document management. Client Management: - The paramount aspect of Client Management for my firm will be the storage of contact information. The CRM should be capable of storing both basic (name, phone number, email) and detailed (address, date of birth, passport details) information. - Status updates: The system must provide real-time updates on a client's case status dynamically. - Task assignment: A feature for assigning tasks to team members for better management and efficiency is crucial. I envision a complete automated process for the contact information storage in the CRM, ensuring fewer manual tasks and chances for error. Ideal Skills and Experience: - Proven exp...
Project Description: Key Activity: The primary focus of the software will be to facilitate scheduling for ballroom dancing camps. Description: The Complexity: - Ballroom dancing camps host numerous couples (often more than 100 up to 1000), each arriving with various preferences for the number of lessons they wish to take with different trainers and their own arrival and departure times. - With a multitude of trainers and couples, scheduling becomes immensely challenging, requiring a sophisticated solution to ensure fairness and efficiency. Software Functionality Overview: Registration and Preferences: - Couples will register for the camp via the website, providing details about their desired lesson preferences, including the number of lessons they want with each trainer an...
I require a Power BI expert to support me with data visualization and report creation tasks. My project...visualization and report creation tasks. My project will primarily focus on sources drawn from Excel spreadsheets, SQL databases and CRM systems. Key responsibilities will involve: - Developing a strong visualization of collected data - Assisting in the creation of comprehensive reports The ultimate objectives are to analyze data trends and improve existing visualization formats for better decision making. Ideal candidates should have significant experience in handling a variety of data sources and creating effective reports. Strong Power BI skills, particularly in data visualization, are essential for this task. Expert-level knowledge of Excel, SQL and CRM systems i...
I'm looking for an experienced Italian telemarketer to perform cold calls to business owners promoting our IT solutions. The role is part-time, from Monday to Friday. YOUR TASKS: - Making cold calls to Italian business owners. - Promote our specialized IT solutions, specifically in the area of social media marketing. - Update CRM with calls made, responses, and other key metrics. IDEAL CANDIDATE: - Native or fluent Italian speaker. - Prior experience in sales, specifically telemarketing. - Experience in selling IT solutions or social media marketing services. - Excellent communication and persuasion skills. This project is ideal for freelancers with a background in sales and having knowledge of IT solutions. Familiarity with social media marketing services is a plus. The ...
...need of an experienced software developer or company (ideally) who can create a robust multi-tenant Cloud ERP SAAS. The ideal solution will be founded on a chosen open-source software and capable of managing diverse business functions. (Some examples I can think of would be erpxext, dolibarr, ...etc). The licensing should allow for this of course. Core Requirements: - Manage Sales & CRM - Oversee Inventory & Warehousing - Handle Accounting & Finance - Support Human Resources Management The software should be designed to be easilt scalable. Experience in cloud-based ERP systems, SAAS projects, and managing multiple users is a must for this job. Any additional knowledge in Human Resources Management systems will be a plus for seamless integration of these features in...
I am looking to transform our existing Perfex CRM into a Progressive Web Application (PWA) to ensure seamless operation on both Android and iOS platforms. The goal is to enhance user experience by leveraging the flexibility of a PWA while maintaining the core functionalities and design of the Perfex CRM. Here’s what I am looking for in this project: **Key Features to Include:** - Customer Management: A robust system for managing customer information and interactions. - Task Management: Efficient handling and tracking of tasks. - Estimates: Capability to create and manage estimates effortlessly. - Appointment Section (Appointly): An integrated section for scheduling and managing appointments. - Chat Section: A dedicated space for real-time communication. **Design Custo...
I need a data entry expert with an emphasis on financial records. The task requires entering and analyzing data from Excel files and Salesforce into our system. Key Responsibilities: - Input large volumes of financial data with high accuracy - Ensure all financial information is coded and formatted correctly - Analyzing and troubleshooting any data inconsistencies - Quote creation on PandaDoc Ideal Candidate: - Expert in handling Excel files and Salesforce - Strong analytical skills and attention to detail - Previous experience with financial records is preferred.
I'm in need of a skilled Salesforce developer with relevant experience. The role requires the ability to create and optimize a Salesforce LWC Mobile Offline solution. Key Skills and Experience Required: - Salesforce Development: Proficient with Salesforce and its diverse functionalities. - LWC Knowledge: Understanding and experience of LWC (Lightning Web Components) required. - Mobile Interface: Experience in developing mobile applications with LWC needed. - Offline Functionality Implementation: Familiarity with creating offline accessible LWCs. An ideal freelancer should include their Salesforce development experience in the application. Any specific instances where they tackled similar projects would make a strong case.
...accommodate additional systems inthe future. 3. Consider integrating telephony systems with Zoho CRM. Explore options to handle calls within Freshdesk. 4. Consider implementing the Minimum Viable Product (MVP) stage to evaluate the effectiveness of the Zoho CRM and Desk setup. 5. Consider scalability and future enhancements beyond the MVP stage, such as adding additional integrations or features. 6. Start with integrating emails and begin working with CRM, while planning to add further integrations gradually. 7. Plan for manual updates between Zoho CRM and external systems until automated integration is established. 8. Evaluate different vendors(Twilio, RingCentral, Ringostat) that offer integrations with Zoho CRM and Freshdesk for telephony options f...
I'm seeking a knowledgeable and efficient professional to integrate my WordPress + Angular website with Zoho CRM. The key functionalities I'm interested in are: - Contact form submissions - Lead captures - Sales pipeline synchronization - Checkout process These processes should be conducted through real-time synchronization, ensuring my website and Zoho CRM operate in harmony without delay. The ideal candidate for this project should have considerable experience in CRM integration and a proficiency in navigating WordPress and Angular frameworks. A deep understanding of how Zoho CRM works, including its functionalities and synchronization processes, is essential. Outstanding problem-solving skills and attention to detail are also heavily sought aft...
I am looking for an expert in building a CRM system based on the Microsoft Power Platform. The CRM system should be designed with the following functionalities: - Contact/Account management: The system should be capable of managing and keeping track of all our contacts, including their engagements with our business. - Sales pipeline management: The system should provide support in visualizing, managing, and guiding us through our sales pipeline. We need good visibility of our deals at various stages. Our team will be less than 10 users, so you will need to ensure the CRM can efficiently support this number. In terms of customization, I require moderate customization to the system. This will involve incorporating some unique workflows and features specific to my bus...
Our rapidly expanding Real Estate Educational Community is dedicated to providing cutting-edge real estate training and resources. We are at the forefront of integrating technology to enhance the learning experience. To support our growth, we are seeking a talented Backend Developer with a strong background in API connections, Meta APIs, Meta Pixel integration, performance optimization, CRM systems (preferably GoHighLevel), and database management. Location: Remote Job Type: Full-time Role Overview: As our Developer, you will be a pivotal member of our team, working closely with our marketing and content departments to enhance our digital footprint and user experience. Your expertise will drive the integration and optimization of our digital tools and platforms, supporting our mi...
I'm in need of a Python developer to create a script for my custom CRM. The aim is to efficiently scrape specific data fields totaling approximately 300,000 records. Primary duties include: - Scraping the following data fields: Name, Email, Phone number, Company name, Revenue, Address, SIC code, and Number of employees. - Ensuring script effectively handles duplicates by ignoring them, preventing data duplication within the record pool. Skills and Experience: - Proficiency in Python scripting is required - Prior experience with data scraping is essential - Familiarity with custom CRM platforms would be highly beneficial
...Messenger, GMB Call Tracking, Missed Call Text Back, Text To Pay, Calendar, CRM, Opportunities, Email Marketing, Forms Surveys, Trigger Links, SMS & Email Templates, Funnels, Websites, Workflows, All Reporting, Triggers, Campaigns, Blogs, Proposals & Estimates + Services = Booking meetings right into your calendar, Helping you with the automation section, Focus on getting positive reviews, Weekly/Monthly update calls What we offer to you: 15% commission out of each deal + bonus every third client Pricing of our services: 1. Only CRM software = $197 per month 2. CRM software + Website with automations - $297 per month + $497 start up fee 3. CRM Software + Booking appointments into calendar = $697 per month 4. CRM Software + Features = $119...
Does the world of BVI (Blind Visually Impaired) interest you? If you're located in or around the Denver, CO. area, the Blind Institute of Technology (BIT) needs you! We are looking to record 2 employees/2 blind persons in 2 different locations (Denver area), using assistive technology specifically to work, i.e. Salesforce administrator. This volunteer would shoot the video, perhaps provide pointers to the person being recorded on what is working/what's not, but also work with our marketing team to pull the content that we need/edit the video. About the organization: Blind Institute of Technology (BIT) stands as a global nonprofit staffing and recruiting agency exclusively dedicated to professionals with disabilities. By championing inclusivity in our offerings, we not onl...
Does the world of BVI (Blind Visually Impaired) interest you? If you're located in George, South Africa, the Blind Institute of Technology (BIT) needs you! We are looking to record an employee/blind person using assistive technology specifically to work, i.e. Salesforce administrator. This volunteer would shoot the video, perhaps provide pointers to the person being recorded on what is working/what's not, but also work with our marketing team to pull the content that we need/edit the video. About the organization: Blind Institute of Technology (BIT) stands as a global nonprofit staffing and recruiting agency exclusively dedicated to professionals with disabilities. By championing inclusivity in our offerings, we not only serve an underserved community but also contribute ...
We are looking to record an employee/blind person in North Macedonia using assistive technology specifically to work, i.e. Salesforce administrator. This volunteer would shoot the video, perhaps provide pointers to the person being recorded on what is working/what's not, but also work with our marketing team to pull the content that we need/edit the video. About the organization: Blind Institute of Technology (BIT) stands as a global nonprofit staffing and recruiting agency exclusively dedicated to professionals with disabilities. By championing inclusivity in our offerings, we not only serve an underserved community but also contribute to building a more equitable and compassionate society. BIT helps to reduce barriers to inclusive employment through education, preparation, e...
...from offsite servers and NAS/HDDs pen drives, to SharePoint, with the objective of centralizing data storage. By moving to Sharepoint, my goal is to simplify and streamline the company's processes, providing easy access to our team of two full-time staff members, and five-part timers, all of whom are using Office 365. Key elements of the project include: - Building and setting up SharePoint, along with a comprehensive management system - Designing and implementing an engaging Homepage and menu - Ensuring the correct permissions and rights are configured A successful provider for this project would be experienced in SharePoint migration and setup, Office 365, and be proficient in designing intuitive user interfaces within SharePoint. ...
...source to be used would be from various software including Php, Crm, Excel, and Google Sheets. • **Workflow Automation:** I am also interested in improving our workflow efficiency via automation. Should include task delegation, reminders, and tracking. • **CRM Automation:** Our CRM system could be more effective with the automation of contact management. This aspect of the project involves automating the updating and managing contacts in our CRM system. Ideal candidate for this task should have strong experience with UiPath, PHP, Excel, Google Sheets, and CRM systems. If you have previously worked on similar projects and possess extensive knowledge in developing automated processes, I welcome your bid. Understanding of CRM systems a...
I require a Salesforce professional who has a strong background in Salesforce communities as well as Lightning Web and Aura components. If you do not have experience in all three of the above, please do not send a message. There will be an exam to prove your capabilities.
We are embarking on an exciting project to create an platform that connects merchants...affiliate network organically. 6. Customizable Marketing Materials: Provide a library of customizable marketing materials (banners, email templates, landing pages) that affiliates can easily adapt and use in their campaigns. This can help maintain brand consistency and increase conversion rates. 7. Integration with Other Platforms: Facilitate easier integration with popular e-commerce platforms, CRM systems, and email marketing tools. This can help affiliates automate their workflows and improve efficiency. 8. Mobile Optimization: Ensure that your affiliate dashboard and tools are fully optimized for mobile use, considering many affiliates may work primarily on mobile devices. 9. AI-Based live ch...
I'm looking to upgrade a static website using PHP and MySQL. The main goals are to improve data management, integrate with a CRM for easy content management, and fix any issues like broken forms or errors. We also need to create new pages in the CRM for managing website forms. If you're skilled in PHP via laravel, MySQL via Phpmyadmin, and simple CRM integration, this project is for you!
I'm seeking a proficient Sales Manager, with an extensive background of over 3 years in the logistics sec...duty of lead generation and prospecting – the ideal candidate will undoubtedly need solid experience in developing and managing a robust pipeline of leads. - Management of the CRM – implementation and ongoing management of our CRM system will also be part of your responsibility. Proficiency in popular CRM software is favourable. Ideally, you'll have expertise in team leadership, excellent communication skills, and a proven track record in sales within the logistics industry. You will be well-versed in applying innovative strategies to nurture leads and boost the company's revenue. Prior experience in team management and CRM impl...
I'm seeking an experienced developer who can create a robust CRM solution for our product. The system needs to be integrated, supporting our sales, marketing and customer service departments, providing key functions including: - Customer Management: Optimizing customer interactions and relationships. - Sales Tracking: Tracking interactions, sales, targets, and more. - Lead Generation: Identifying and nurturing potential customers for our product. The successful freelancer will develop a system available on both web and mobile applications. That ensures continuous access irrespective of location or device. Ideal Skills: - Proven experience in CRM development. - Strong understanding of sales, marketing and customer service operations. - Ability to develop ...
...top-notch developer to create a robust web-based CRM. It should be designed with various important functions, such as: 1. Sales Tracking: It should track and record sales from multiple sources, providing a comprehensive account of all transactions. 2. Customer Interaction Management: I need a better way of managing customer interactions, thus the CRM should include a system for tracking interaction histories. 3. Performance Reports: The CRM should generate accurate performance reports providing useful insights to improve our operations and sales. Moreover, the CRM should be integrated with email marketing tools and various social media platforms to streamline our marketing efforts and customer engagement. Freelancers with strong experience in CRM d...
1. You must indicate if you solely providing the ideas of what to use, or also be able to implement what you are suggesting. 2. In order to consider your suggestion, we must r...the first paragraph of the document says:We are looking for an online and mobile solution provider that allows us to: streamline our lead generation, qualify them, lead them to schedule a call with us, automated chat follow up by WA, IG/FB, LI and not by email (though good if you’re the solution allows for it, analytics, CRM, unified chat inbox with WA, IG/FB, LI and email all in one column so each agent can attend many prospects in the day without having to click between a CRM page and the Unified Chat page, Analytics that allow to track campaign performance across the prospect stages including...
I'm seeking a skilled developer who can build a seamless, real-time synchronization between our WordPress and Perfex CRM platforms, specifically focusing on our User Accounts. Here's what I'm looking for: 1. Expertise in Both WordPress and Perfex CRM: Being versed in both platforms is a must to ensure smooth integration. 2. Proficient in User Accounts Synchronization: You should be familiar with the mechanics of user accounts on both platforms to achieve an effective sync. 3. Accustomed to Real-Time Synchronization: The system should operate in real-time, ensuring any changes made on one platform will immediately reflect on the other. The aim is to maintain consistency and coherence across the platforms while reducing manual workload. If you have a track r...
...existentes, especializándose en la venta y promoción de soluciones avanzadas de Chatbot CRM impulsadas por inteligencia artificial. Este rol implica una combinación de habilidades en ventas consultivas, gestión de relaciones con clientes, y conocimientos técnicos para ofrecer soluciones personalizadas que satisfagan las necesidades específicas de los clientes en diversas industrias. Funciones Principales: • Desarrollo de Negocios y Ventas: • Identificar y cultivar relaciones con clientes potenciales a través de diversas estrategias de prospección, incluyendo llamadas en frío, networking, y participación en eventos de la industria. • Presentar y demostrar el valor de nuestras soluciones de Ch...
I require a professional with expertise in setting up and managing Odoo 17 on Google Cloud. The primary focus will be on the CRM module. Skills Required: - Proficiency in Odoo 17, specifically the CRM module - Experience in cloud setups, preferably Google Cloud Deliverables: - Odoo 17 installation on Google Cloud - CRM module configuration according to business needs This project seeks effective use of the CRM module in Odoo 17, thus an understanding of CRM system best practices will be valuable. Optimizing the module to meet our customer relationship management needs is crucial.
Project Overview: We are looking to enhance our existing WordPress website, which is currently utilizing Elementor for its design and layout, by integrating a dynamic pricing calculator tailored to our honeybee removal service. This project aims to improve user interaction, provide instant customized quotes, and ensure seamless backend CRM integration for efficient lead management and follow-ups. Key Project Requirements: Dynamic Pricing Calculator Integration: Develop and integrate a dynamic pricing calculator into our WordPress website, with editable content. The calculator should adjust prices based on variables such as removal location (e.g., single flue, double flue), asbestos presence, and service options (honey, pollen, nectar). The calculator should offer personalized reco...
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I need assistance in developing a system that would synchronize with our CRM, Openleads, for bid surveys. Right now, we’re using Google Forms, and we’re planning on transitioning to Office 365 Forms. Here's what I require: - CRM integration: Our new system should automatically synchronize the survey data with our CRM, Openleads. - Automated Emails: The system should send auto-populated emails based on the survey responses. The emails currently contain attachments. We want everything replicated - The current sheets it links to has a ton of autopopulating numbers, attachments, features - would love to keep and add more as well Ideal skills for this project include: - Expert with Office 365 Forms. - Expert in automated email systems. - Expert with E...
