Search Results for: Service Management Software
Found 3 result(s).
CRM Development for Brokerage and Case Management
We are seeking an experienced developer to create a comprehensive CRM system tailored for our Life Insurance / Life Settlement brokerage. The system should include case management and underwriting processes, incorporating pre-designed tasks and a dynamic status dashboard. for real-time updates. Additionally, it must facilitate teamwork and Stand be integrated with M365 (or similar) for efficient f...
Job Type: Fixed price
Tech & IT CRM Software Salesforce CRM Service Management Software Microsoft Dynamics 365
Outbound Sales Tech Stack Auditor
Who are we? We’re a dynamic team dedicated to scaling outbound sales operations for a private equity-backed organization based in the United States. Our team specializes in creating top-notch outbound strategies, leveraging tools like Salesforce, Aircall, and Haymarket to maximize efficiency and drive results. Here’s what that means: We’re an ambitious group constantly refining our processes and t...
Job Type: Hourly: $40.00 - $75.00
Business Applications Consultation CRM Development Business with 100-999 Employees Software Integration Service Management Software Salesforce CRM Salesforce Marketing Cloud AppExchange Finance & Accounting Sales & Marketing