Crm 2015 software requirementsKazi

I'm in need of a web-based interactive presentation software that is highly versatile allowing real-time collaboration, analytics and reporting, and seamless multimedia integration. Key Functionalities: - Real-time Collaboration: The software should support multiple users creating and using presentations - Analytics and Reporting: It should be able to track user engagement and provide insightful analytics. Analitycs by user, by presentation and by Client ( that have multiple Customers ) - Multimedia Integration: It should support various multimedia formats including images, videos, audio files, and websites. The software should have the capability to handle multiple types of multimedia seamlessly. - Based on the options shown on the presentations, it should move...

I'm looking for a dedicated appointment setter to help me with setting sales appointments over the phone. Key Responsibilities: - Making outbound Cold Calls to potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal...potential clients to schedule appointments. - Collecting and recording important information such as contact details, preferred appointment time, and purpose of the appointment. Ideal Skills: - Strong communication and interpersonal skills. - Previous experience in outbound calling, preferably in a sales setting. - Ability to gather and record detailed information accurately. - Familiarity with CRM software or appointment sched...

I am in need of a comprehensive online recruitment software that incorporates the following features: Applicant tracking system, Resume parsing, Automated job posting, and most importantly, the ability to link or appear on the TOP 10 trending topics on LinkedIn & Twitter. User Interface: - I envision the user interface to be user-friendly and customizable to an advanced level. The software should provide full UI/UX customization options, allowing users to tailor the interface to their specific needs. Ideal Skills and Experience: - Proven experience in developing advanced online recruitment software - Strong knowledge of applicant tracking systems, resume parsing, and automated job posting - Familiarity with social media APIs, particularly LinkedIn & Twitter ...

...innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaining our Zoho CRM system and Zoho Campaigns buildouts to improve our sales p...

I'm currently in need of a software solution that can automate the process of creating new user IDs on IRCTC. The solution’s crucial feature would be an autofill functionality for the following details on the registration panel: - Name - Date of birth - Mobile number - Address - Email address Apart from this, the ability to generate random inputs for these fields is a must to ensure a smooth, streamlined registration process. Appropriate technical skills that would be beneficial for this project are: - Strong understanding of automation software development - Practical experience in random data generation - Knowledge on scripting to autofill forms - Experience with IRCTC's platform or similar would be a clear advantage. In conclusion, I am eagerly looking fo...

Selamat siang . Saya ingin membuat CRM untuk yang akan digunakan untuk tracking penjualan paket wisata . Dengan Style Kanban dan mempunyai Kalender View. Bisa menyimpan kontak dan bisa digunakan untuk multi department.. Bisa menugaskan tugas antar orang. Bisa membuat project dan bisa menggabungkan beberapa kontak dalam 1 project. Silahkan jika ingin bertanya . Saya terbuka untuk zoom meeting .

I am seeking a developer to create an online database/sales tracking/CRM system from an existing Access database Key Features: - online access. - mirror the look and ease of use of existing access database. - import existing data in new database

I'm looking for a freelancer to set up Atomic Email Sender software on my laptop for ongoing product/service promotion email marketing campaign. Key Requirements: - Set up Atomic Email Sender on my laptop ensuring it's fully operational - Help me import my existing, curated email list for the campaign - Ensure the email set up includes basic customizations like name personalization Ideal Skills and Experience: - Proven experience with email marketing software setup, particularly Atomic Email Sender - Proficiency in managing email lists and contacts - Understanding of basic email personalization techniques and segmentation Please include in your bid any relevant experience you have with similar projects.

For our organization's continued growth, we are moving towards streamlining operations, enhancing customer service, an...systems. This step is important in achieving our above goals. - Required Functionalities: The necessary functionalities needed from MS Dynamics Field Service include work order management, resource scheduling, and inventory management. - Current Systems: Our existing infrastructure includes a CRM and ERP system which will be part of the integration process. The ideal candidate for this task would be experienced in system integrations, particularly with MS Dynamics Field Service and familiar with CRM and ERP systems. The ability to work efficaciously to improve operational streamline, enhance the customer service experience, and augment resource effici...

I'm looking for a qualified professional to assist with the migration of our Hubspot data...relationships and custom fields are accurately mapped and migrated, as well as deals process flows, as required to accommodate the Hubspot data. It's important that the migration process is seamless and all data remains intact during the transition. Ideal Skills and Experience: - Proven experience with data migration between CRM systems, specifically from Hubspot to Microsoft Dynamics 365 Sales. - Strong understanding of custom fields and data relationships within CRM systems. Please be ready to provide examples of similar projects you've completed in the past, as well as a detailed plan on how you intend to execute this data migration. Start you proposals with I HAV...

Tengo un software de facturación al que se le pueden importar facturas en lote subiendo un Excel con un formato concreto de filas y columnas para que sea capaz de reconocerlo y generar las facturas de forma correcta. Necesito poder hacer esto de forma automática, es decir, teniendo un archivo de origen xls en un formato, poder extraer los datos para montar otro archivo xls con el formato que necesita el software de facturación para leerlo correctamente.

I have a Wordpress plugin called Sales Agents B2B and I'm looking for a skilled Wordpress developer to make 4 small customizations to it. The customizations required are as follows: - Adding new function...Showing the assigned sales agent in the list view of users - Modifying existing features: - Ensuring sales agent visibility in the list view of users The ideal candidate should have experience in: - Expertise in Wordpress plugin development - Understanding of user roles and permissions - Proficiency in PHP and MySQL for plugin customization - Previous experience in CRM system integration would be a plus Please only apply if you have relevant experience and can deliver quality work within a reasonable timeframe. I'm looking forward to hearing from you.

...Business Analyst for a full-time position, under my direct supervision, focusing on the technology domain. The successful candidate will be responsible for: - Mainly assessing business needs and working together to identify the right solutions - Lending a hand in project management tasks when required - Documentation of a variety of business and functional requirements, using both the Business Requirements Document (BRD) and Function Requirements Document (FRD) formats - Diagramming, primarily creating Data Flow Diagrams (DFD), Use Case diagrams, User Journeys, and Entity Relationship Diagrams (ERD) - Having wireframing knowledge would be a distinct advantage Ideal skills required for this role include excellent analytical ability, communication skills, ability to...

We are seeking a skilled freelance developer to create a robust website scraper specifically for a small selection of real estate platforms. The primary objective is to systematically capture all active listings, relevant agent information, and image links, deploying a strategy that integrates a large (scalable) number of proxies to mitigate the risk of IP blocking. The ideal solution will be able to be ran daily for up-to-date data, but we can be slightly flexible on this. *** PLEASE READ THE ATTACHED DOCUMENT FOR FURTHER DETAILS ** We are flexible in the implementation language and systems used to accomplish this goal. We anticipate that this project will take around a month. Successful candidates will message us outlining their specific thoughts on the project.

I'm in need of a system that efficiently and accurately captures and records detailed customer policy information. Key inf...accurately captures and records detailed customer policy information. Key information to gather includes: - Policy Information - Policy Type - Effective Date - Expiration Date - Premium - Carrier Company This information will help us keep accurate records, keep track of expiration dates, and better understand the coverage our clients have. The ideal person for this job would have experience in CRM development, database management, and a strong understanding of data privacy and security matters. Your task will be to set up a data capture followed by populating those information into our database. Understanding of insurance company's workflow will be...

...data entry tasks effectively. - Shopify Work: Although I don't require advanced integration with Shopify, familiarity with the platform and the ability to manage basic tasks will be necessary. - Artwork Creation: A crucial aspect of the role will involve creating graphics for social media. A good eye for design and proficiency in relevant design software will be highly valued. Ideal Skills and Experience: - Proficient in data entry automation software and able to manage a variety of data formats effectively. - Prior experience with Shopify, especially in basic inventory and order management, will be beneficial. - Proven experience in graphic design, particularly for social media, is essential. Familiarity with relevant design tools is a must. The candidate should be...

I'm in need of a comprehensive hospital software with a primary focus on patient management. Features: - The software should include all necessary tools to effectively manage patient data, treatment plans, and medical history. Requirements: - Online appointment scheduling is not required; this will be managed manually. - I am looking for a hybrid deployment model, combining both on-premises and cloud-based features. Ideal Freelancer: - Experience in developing hospital management software is crucial. - Proficiency in designing hybrid software solutions would be an advantage.

...Stripe as the payment gateway. Key requirements: - eCommerce Platform: The site should be fully functional for online transactions, with a seamless and secure Stripe payment gateway integration. - Marketing Features: Key marketing features include Email Marketing, SEO Optimization, and integration with ERP and CRM systems. - SEO Optimization: The site must be built with a strong SEO foundation, ensuring high visibility on search engines. - ERP & CRM Integration: Robust integration of these tools is a must for this project. Skills and experience: - Proficiency in eCommerce platforms and payment gateway integrations, specifically Stripe. - Strong understanding of digital marketing practices, including Email Marketing and SEO. - Prior experience with ERP and C...

I need a python software that can find emails from LinkedIn Sales Navigator URLs. The emails need to be in Excel format. What I Need in Excel: - Name of the person - Email - Location - Designation Procedure: - I shall enter sales navigator ulr where multiple leads in pagination format displayes. - Software will pick each person url and find out his email (personal/professional) - Add that record along with above fields in excel sheet. Make sure software must not stuck, and i shall clear the payment after testing couple of days. Ideal Skills: - Proficiency in Python. - Experience in web scraping, particularly with LinkedIn URLs. - Familiarity with data manipulation in Excel files. This project is ideal for someone with a strong background in Python and web scrapi...

I am seeking an experienced Squarespace-Zapier-Mailchimp expert to integrate various features. 1. Squarespace Integration: You will be tasked with synchronizing Forms, E-commerce products, and CRM with Zapier and Mailchimp. 2. Mailchimp Integration: The integration should incorporate custom fields such as address and company details from Squarespace forms. 3. E-Commerce Data Integration: The integration of e-commerce product data to Zapier is solely for Mailchimp use. Ideal applicants will have experience in Squarespace integrations, Mailchimp, and Zapier. Familiarity with CRM systems would be a huge plus.

Busco un desarrollador que pueda crear un sitio web cuya principal característica es que cuenta con un funnel page en el que (de acuerdo al target de cliente) al finalizar el registro , el usuario podrá ver una serie de ofertas personalizadas para el. Este funnel page, además de contar con distintos pasos, estará conectado con CRM de cliente via API. Por lo que ideal si sabes de implementación via API. Debido a que capto usuarios, necesito recomendaciones de buenos sistemas para la base de datos que construiré, acepto recomendaciones.

Notes------- stay away timepass and without knowledge increase budget I am seeking a skilled freelancer to develop a comprehensive matrimonial CRM system with integrated WhatsApp communication and backend integration. The CRM should streamline lead management, communication, and data synchronization between the website backend and CRM platform. Here are the key features required: 1. Customizable pipelines for lead management and sales process tracking. 2. Dedicated hotline feature for direct communication with call logs. 3. Negative client management system to track and resolve complaints. 4. Lost client management system to capture feedback for improvement. 5. Profile sending tracking to monitor the distribution of user profiles. 6. Last interaction reminders and f...

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Objective Develop and integrate a SIP telephony client within the Milestone video recording software as a plugin using the Milestone SDK. This SIP client will allow the configuration of connection data with the PBX and enable the functionality to automatically answer calls so that they are recorded by Milestone. Project Scope Development of the SIP Client: Implement a SIP client that can be integrated as a plugin into the Milestone software using the provided SDK. Ensure the compatibility of the SIP client with current and future versions of the Milestone software. SIP Client Configuration: Add a user interface in Milestone to configure the SIP client. Configuration parameters should include: SIP server address. Connection port. Username. Password. Additional option...

I require a skilled part-time Filipino virtual assistant, primarily for email and social media management. The ideal applicant should be adept at: - Efficiently handling and organizin...part-time Filipino virtual assistant, primarily for email and social media management. The ideal applicant should be adept at: - Efficiently handling and organizing various social media correspondences - Effectively managing different social media platforms Familiarity with social media management tools is needed. Excellent communication skills are also important for this role. Familiarity with CRM software and email marketing platforms would be an advantage, but is not a requirement. We wish you can be working part time work, if you are a part time mother, household wife, student, etc. ar...

I'm seeking a talented and experienced logo designer to craft a minimalist yet engaging logo for my SaaS CRM platform, Nexync. Key Requirements: - The logo should be mainly blue in color, reflecting a professional and tech-savvy aesthetic. - It needs to be minimalist in style, avoiding overly intricate or complex designs. - The logo should be versatile, suitable for use across different mediums, including our website, print materials, and mobile app. - Don't use logo generating softwares - Logo might show growth, success , syncing team for business - Logo must be readable for both light and dark mode Skills and Experience: - Proven experience in designing logos, particularly for tech-related companies or SaaS products. - A keen eye for minimalist design, understa...

I'm in the process of building a recruitment agency in the social care sector, located in Nottinghamshire. To help with this, I need a team of professional telephone operators to assist me in the initial stages of ...Cold calling potential customers in the Nottinghamshire area - Gathering customer information effectively and accurately - Scheduling appointments with interested parties Ideal Skills and Experience: - Proven experience in telephone-based roles, particularly in cold calling and customer service - Excellent communication skills - Proficiency in using CRM software for managing customer interactions - Experience with appointment scheduling software The ideal candidate will be a loyal and honest person, as they will be the face of our agency in these i...

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I need an expert in web development, specifically for golf travel booking and e-commerce websites. The main objective of my site is to request, book or and sell golf travel services on and offline...for golf travel booking and e-commerce websites. The main objective of my site is to request, book or and sell golf travel services on and offline. Understanding of service industry dynamics and consumer behaviour online will be a significant plus. A brief rundown of the need; - increase and develop further our website for presenting, operating and selling services - Implement functionality, CRM and booking systems to online golf travel offers to customers Experience with similar projects will add credibility to your proposal. Ensure you provide examples of such previously developed...

Specialist in App and Software Development Job Description: We are seeking specialists in App and Software Development, ready to transform technical concepts into practical and innovative solutions for our global clients. If you have a passion for developing applications that make a difference, we want you on our team. Responsibilities: - Android and iOS App Development: Create mobile applications that stand out in the market. - Custom Web Applications: Develop tailor-made web solutions to meet specific client needs. - Desktop Software Development: Create efficient computer programs for various industries. - Enterprise Resource Planning (ERP) Systems: Develop and implement ERP solutions to enhance clients' business processes. - E-commerce Solutions: Build robust...

As an experienced tech B2B sales executive, you'll be focusing on generating leads and closing deals. Key Responsibilities: - Conducting market research to identify potential customers for Cloud, ERP/CRM and IT services - Generating leads through various channels. - Developing and maintaining a pipeline of prospects. - Working closely with the team to close deals. - Building and managing customer relationships and ensuring customer satisfaction. Skills and Experience: - Proven experience in B2B sales for Cloud, ERP/CRM and IT services - Strong understanding of the sales process. - Excellent communication and negotiation skills. - Ability to work towards targets and deadlines. - Preferably a mid-level professional with a track record of successful lead generation and de...

I'm looking for a capable programmer who has experience with ImageMagick, to help me modify existing programming code for the site footballcomics.co.uk. The code is used to process orders for personalised books, where the end user can customise the gender, name, hair, skin and eye colour of the main character. The programmer who I use regularly is busy until the end of June, however I'm unable to wait that long. There's a few things that need to be done, these are as follows. 1. The code is resource heavy with my domain host. Also whenever we ran updates on the WordPress website, there was a fair chance that the code would fail. To fix this the plan was to transfer the processing to another server (such as an Amazon server). 2. Allow the end user to preview a compres...

...Ticket-ID: Eindeutige Kennung für jedes Ticket. 2. Titel: Kurze, prägnante Beschreibung des Problems oder Anliegens. 3. Anfragesteller: Personeninformation samt E-Mail 4. Beschreibung: Detaillierte Beschreibung des Problems oder Anliegens. 5. Applikation: Für welche Applikation wurde das Ticket gemeldet? 6. Kategorie/Subkategorie: Klassifizierung des Tickets nach Typ oder betroffenem Bereich (z.B. Software-Bug, Hardware-Problem, Anfrage usw.). 7. Priorität: Dringlichkeitsstufe des Tickets (z.B. niedrig, mittel, hoch, kritisch). 8. Status: Aktueller Status des Tickets (z.B. offen, in Bearbeitung, gelöst, geschlossen). 9. Zugewiesene Person/Team: Wer für die Bearbeitung des Tickets verantwortlich ist. 10. Erstellungsdatum: Wann das Ticket erst...

Hi RS Software, I noticed your profile and would like to offer you my project. We can discuss any details over chat.

Hi RS Software, I noticed your profile and would like to offer you my project. We can discuss any details over chat.

I'm looking for a talented developer to create a software that can convert CAD files to VMJ format. The software must be specifically compatible with the Windows operating system. Important Features: - Conversion Capability: The software should support batch conversion of multiple files at once, which is an essential aspect of this project. Ideal Freelancer: An ideal candidate would have experience in software development, specifically with a focus on format conversion. Understanding CAD and VMJ files would certainly be an advantage. Strong preference will be given to those who have constructed similar conversion software in the past. Please note that there is no requirement for the software to convert VMJ files back to CAD. Just a one-w...

...soon. Currently, they have a website build in webflow, but as you now know I am building their new website in wordpress. I am using a theme which I am editing along to their wishes. Rick uploads a property (or lets call it a house) on Pararius CRM Office. Pararius is one of the biggest real estate websites in The Netherlands. Currently, when he uploads the properties on Pararius, the properties are also directly created on his current website. This should be the same function as for the new wordpress website. So when Rick uploads a property on Pararius CRM Office, it should also be posted on the new website. This should be listed in the way as it is currently shown on (ask for link) , so with a product card on the overview page and a detail page per property with the dyn...

I'm looking for an experienced developer Introduction This document outlines the requirements for a supply chain software application designed to optimize inventory management, automate distribution to branches, and classify products based on demand. 2. Business Needs Reduce inventory carrying costs: By optimizing stock levels based on demand and product value (Pareto analysis), the software will minimize unnecessary inventory holding. Improve stock availability: Ensure branches have sufficient stock to meet customer demand, reducing stockouts and lost sales. Increase efficiency in distribution: Automate order generation and shipment processes to branches based on real-time demand data. Enhance data-driven decision making: Provide insights into product classif...

I'm looking to partner with a skilled professional who can help me navigate the landscape of creating a new mobile application. Here's what I need: - Software development - I want to develop a fresh, user-friendly mobile application on both iOS and Android platforms. - IT consulting - I would appreciate strategic guidance on how best to develop, integrate, and implement this application. Ideal candidates will have demonstrated experience in mobile software development and strategic IT consulting. Expertise in app development for iOS and Android platforms is a must. If you're someone who thrives on the challenge of creating new software and relishes the opportunity to provide strategic IT consultancy, this is an opportunity for you.

Hello, the other day I posted a promotion and saw that you participated in the bidding. But my project was removed because of some policy violation that I don't understand. Now can I talk to you about my project? If so, we will create a milestone

I need a desktop commission calculator software designed specifically for Windows. The software will be fairly simple but will need to perform two key functions: calculating commission at different rates for distinct products and calculating commission based on individual employee sales. Key Requirements: - Design a user-friendly desktop application (i can help you in UI) - Develop a system that allows me to upload sales data through Excel file. - Implement a mechanism that accurately computes commission based on different rates for different products - Ensure the software can calculate commission payout based on individual employee sales Ideal Skills and Experience: - Proven experience in developing desktop applications, preferably in Windows - Proficiency in...

I need a CRM system that is less complicated than the one at , but with a few additional features. The system should be compatible with both web and mobile. Key Features: - Contact Management: The system should allow me to easily manage and store contact information. - Task and Activity Tracking: It should help me track tasks and activities related to each contact. - Email Integration: I want to be able to send and receive emails within the CRM. - Google Calendar Integration: It should have the ability to sync with Google Calendar. LinkedIn Integration: - I need the system to integrate with LinkedIn, specifically to fetch public profile data of people I am connected with on LinkedIn. Ideal Skills: - Experience in CRM development - Proficiency in integrating APIs, e...

I need a proficient PHP developer to integrate a WhatsApp module into our existing web-based restaurant management software. Key Responsibilities: - Configuring the module to scan each customer's WhatsApp - Facilitating media message sending - also see status of failed and successful report Ideal Skills: - Excellent knowledge of PHP - Experience with Web-based systems - Familiarity with APIs especially WhatsApp - Previous work on Restaurant Management Software would be an added advantage In conclusion, the main objective is to enhance communication with our customers by leveraging the popular WhatsApp platform. We believe that this functional addition to our software will significantly improve our customer service engagements.

...WILL NOT HIRE YOU IF YOU DO. ALL COMMUNICATIONS MUST BE DONE THROUGH FREELANCER. We are looking for a freelancer who is experienced in Zoho CRM editing. The job involves making necessary modifications to our existing Zoho CRM system to meet our specific needs. The freelancer should be familiar with the functionality and customization options within Zoho CRM. The responsibilities of this job include updating fields, layouts, and modules, creating custom fields and workflows, and integrating third-party applications. Additionally, the freelancer should have knowledge in data migration, data cleaning, and report generation. Relevant skills: - Zoho CRM customization - Field and layout updates - Custom field and workflow creation - Third-party application in...

I'm looking for a Zoho CRM expert who can help me automate lead generation and contact management tasks within the platform. I need the Zoho CRM and Google Sheets to be synced forward and backward. I am open to using connector tools like Zoho Flow or Pabbly Connect.

Dear Prasad As per your request conversations via freelancer chat: WHAT YOU RECEIVE FOR 1ST MILESTONE PAYMENT ✔︎1st milestone is for 5 slides as per our chat conversation (30 mins per slide average) ✔︎this includes a refresh of the existing slides for a pitch/investor presentation ✔︎ 24- hour delivery ✔︎Unlimited Revisions ✔︎Include source file ✔︎Up to 5 slides ✔︎Visual materials ✔︎Charts & graphs ✔︎Infographics ✔︎any relevant images *****PLEASE NOTE: THE COST BELOW IS FOR THE TOTAL COST FOR THE 5 SLIDES****

...developer to assist me with a project involving an abandon form solution that integrates with Zoho CRM. Key points: - The primary task is to integrate the abandon form solution with Zoho CRM - Specific requirements include abandoned form tracking, email notifications, and CRM record creation - Troubleshooting and fixing issues may be required - This project may also involve some work on CRM, including form to CRM integration and creating a fillable PDF form template from CRM data Ideal skills and experience: - Strong Zoho development experience, with a proven track record of successful CRM integrations - Proficient in developing abandon form solutions - Experience in working with form to CRM integration and creating filla...

I am currently in search of a proficient software engineer who can build a desktop application specifically compatible with Windows. The core requirement for the software is to function effectively in data management. Key Features Requested: - Data Management Candidates must possess the following skills and experience: - Proficiency in software engineering - Expertise in Windows applications development - Extensive background in building data management solutions - Excellent problem-solving skills This project requires the construction of a powerful, user-friendly application that efficiently handles data management. Since Windows is the preferred OS, a strong understanding of this operating system is crucial. I look forward to receiving your proposal for this pro...

...to create a static website for our software designed to manage biomedical waste. The software is used to collect waste from various healthcare facilities like hospitals, clinics, and pathology labs. It incorporates an Android app that allows users to scan waste bags and record their weight through a Bluetooth scale. The main aim of this project is to create a professional and informative online presence for our software. The website should have 2 main sections: 1. Product Description: - This should be a detailed and compelling overview of the software. - It should explain the purpose and benefits of the software in a clear and engaging manner. - The text should be accompanied by relevant images that help illustrate the uses and features of the s...

I am looking for an experienced Phocas BI develope to build intuitive dashboards and reports for us. You must have worked in Phocase software before and can show examples of Dashboards that you have previously built.