Search Results for: Customer Relationship Management

I am looking for an experienced freelancer to assist me in setting up my Honeybook workflows. The ideal candidate should have a solid understanding of Honeybook's features and functionalities to streamline my business processes effectively. You will be responsible for creating automated workflows that enhance client management and improve operational efficiency. If you have a keen eye for detail a...

Job Type: Hourly

Administrative Support Customer Relationship Management Microsoft Excel Email Campaign Setup Email Communication

CRM for licensed Cannabis delivery service . Need to be able to track inventory , sales , transactional data and develop customer profiles . Would like to implement a reward system for frequent customers and would like to see KPIs

Job Type: Fixed price

Automation Marketing Automation Zapier API CRM Software Customer Retention Customer Relationship Management

Scope of Work: Audit & Match Existing Data Set Up Custom Properties in HubSpot Pre-Sync Data Preparation Configure Native Integration Testing and Validation Parent-Child Handling Documentation

Job Type: Hourly: $45.00 - $80.00

HubSpot Salesforce CRM Customer Relationship Management

We’re seeking a Salesforce consultant with proven expertise in CRM architecture and configuration for the insurance industry. This is a highly customized Salesforce Org, and we need someone skilled in mapping complex sales processes using custom objects, field relationships, and tailored automation. As an insurance brokerage, we’re continuing to enhance our Salesforce environment and need support ...

Job Type: Hourly: $50.00 - $200.00

Business Applications Consultation Pardot Automated Workflow Salesforce App Development Salesforce CRM Salesforce Lightning Salesforce Sales Cloud Visualforce Salesforce Marketing Cloud Customer Relationship Management

CRM Integration & Sales Outreach Expert (Zoho, Sales Navigator, Gmail, PhantomBuster, Octopus) Overview: We’re seeking a highly skilled CRM integration and sales outreach expert to join our team on a contract basis. The ideal candidate will have hands-on experience integrating and automating outbound workflows across Zoho CRM, LinkedIn Sales Navigator, Gmail, PhantomBuster, and Octopus CRM. Th...

Job Type: Hourly: $15.00 - $50.00

Email Marketing Email Communication Email Campaign Setup Lead Generation Customer Relationship Management

I’m looking for an experienced freelancer to help establish a robust lead and contact management system for my real estate investment business. The ideal candidate will: - Recommend and implement the best system (e.g., Excel, CRM, or another platform) for organizing property leads and business contacts. - Design a scalable and user-friendly system that can grow with the business. - Integrate autom...

Job Type: Hourly

Lead Generation Customer Relationship Management Data Entry Microsoft Excel Communications

We are seeking a skilled freelancer to design and build a comprehensive CRM system integrated with AI automation tailored for the Real Estate Investing sector. The project includes setting up features for inbound and outbound lead generation, managing conversations, and ensuring seamless integration with existing systems. Your expertise in automation will help streamline processes and enhance our ...

Job Type: Fixed price

Lead Generation Customer Relationship Management Data Scraping WordPress

Location: Remote (Preference for candidates in the Chicago area) Compensation: Commission-Based (Up to 18% commission + bonuses) Industry: Luxury Candles, Corporate Gifting, Wholesale, Event Products About Us We are a premium candle-making business offering handcrafted luxury candles, candle-making experiences, and custom-branded products for events and corporate clients. Our business operates bot...

Job Type: Fixed price

Cold Calling Sales Outbound Sales Lead Generation B2B Marketing Relationship Management Price & Quote Negotiation Interpersonal Skills Customer Relationship Management Prospect List

We are a small nonprofit that manages a statewide coalition of nonprofits, financial institutions, and other organizations interested in helping low-income Texans build financial stability. We recently migrated to Hubspot as our CRM and Wix Studio as our website. We are looking for someone with deep experience working with the CRM features of Hubspot (ideally with nonprofits) to first help us stra...

Job Type: Hourly

Nonprofit Industry Consulting HubSpot Customer Relationship Management Email Communication Internal Reporting

We are a 50-person wealth advisory firm seeking an expert to assist in building out our Dynamics-based CRM and implementing efficient workflows using Power Automate. The ideal candidate will have experience in CRM systems and a strong understanding of automation processes. Your role will involve collaborating with our team to customize the CRM to our needs and streamline operations through effecti...

Job Type: Hourly: $70.00 - $120.00

Microsoft Dynamics Development Microsoft Dynamics CRM Microsoft Dynamics 365 Customer Relationship Management Microsoft Power Automate