Search Results for: CRM
Found 1150 result(s).
Salesforce bug fixing
We are facing some issues in salesforce marketing cloud, Please help me with this immediate
Job Type: Fixed price
Salesforce App Development Salesforce CRM Apex JavaScript Customer Relationship Management
Mojo CRM Customization and Setup
I am looking for an experienced freelancer to help build out my Mojo CRM. The ideal candidate will have a strong understanding of CRM systems and be able to customize features, integrate with other tools, and optimize workflows. You should be able to analyze my current setup and provide recommendations for improvements. This project requires attention to detail and the ability to work independentl...
Job Type: Fixed price
CRM Software Customer Relationship Management Salesforce CRM PHP WordPress
Need HTML signup link for WordPress to auto-add users to Salesforce Marketing Cloud list.
I need someone to help me create or make an HTML-coded link for a distro list in from Salesforce Marketing Cloud - to link to a Wordpress website to allow people to sign up from the website - which then automatically adds them to our Salesforce Marketing Cloud list
Job Type: Fixed price
Zoho API Integrations
We are a small consulting firm looking to implement Zoho and need a someone to help us integrate Zoho with our QuickBooks, Tracking Time, and HubSpot applications. We will most likely use Zoho CRM, Zoho Creator, Zoho Contracts, and Zoho Analytics. We would also like to build custom dashboards within Zoho from these sources. The following is a list of key calculations and metrics we would like to b...
Job Type: Hourly: $47.00 - $100.00
API Development Automation Zoho Creator Zoho CRM Analytics Zoho Analytics Zapier API Integration Data Extraction API Data Cleaning Data Modeling
Client Success & Operations Associate – Medicare Insurance (Growth Opportunity)
Remote | Full-Time | Foundational Role with Career Growth About the Schmuckle Agency At the Schmuckle Agency, we believe in combining compassion with efficiency. Founded by Tyler Schmuckle, a 15-year veteran of the Medicare insurance world, our agency brings a friendly, personal touch to the complex world of senior health coverage. We primarily serve seniors across Southern California—many of whom...
Job Type: Hourly: $30.00 - $50.00
CRM Software Time Management Customer Service Customer Support Communications
Zoho CRM additions
Link new modules with current contact module and sync data from contacts module to the newly created areas.
Job Type: Hourly
Notion Playbook developed
We have multiple training guides that are older - would like to utilize Notion as a breathing document that we can update easy as our processes change a lot with new laws. So you would take existing documents and pull the information into a training template and then improve upon the information using new technology. We have a template we'd like it to look like but with our processes. Some researc...
Job Type: Hourly
Training & Development Operations Management Software CRM Software Sales & Marketing Google Workspace Administration Notion Templates Customer Service Customer Care Customer Experience Performance Management Writing Sales Staff Recrui
Custom Platform Build & Automation
Request for Proposal (RFP) Project Title: HostSwitch Custom Platform Build & Automation Company: EBR LLC, DBA HostSwitch www.hostswitch.com Project Overview: HostSwitch is an early-stage marketplace that connects vacation rental property owners seeking new management with vetted property management companies. Our MVP is live, but we are now seeking a development partner to build a scalable, au...
Job Type: Fixed price
Web Development SaaS Development React Firebase Realtime Database CRM Automation API Automation
Automate Form Submissions to Google Sheets and CRM with Make.com and Typeform
We're looking for a freelancer to create an automation that connects Typeform submissions to both Google Sheets and a lightweight CRM. This project is part of a process improvement initiative to reduce manual data entry and speed up lead handoff to the sales team. The automation should trigger when a Typeform is completed, send the data to a designated Google Sheet, and then create or update a con...
Job Type: Fixed price
Google Sheets Automation Make.com Google Sheets Zapier Typeform Marketing Automation CRM Automation
Update Salesforce Quote Form
Looking for SF expert for ongoing support on an as-needed basis. Our current requirement is to update the layout of our standard quote form for product specifications, overall appearance, and general verbiage. Some of our products are systems with may have a number of detailed specifications. We'd like these to be formatted neatly and concisely in a table format or bullet points.
Job Type: Hourly: $65.00 - $75.00