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  4. (Current) insightly Specialists
  • $125 hourly

    • 4.9/5
    • (246 jobs)
    Streamlining Your Business can be a game-changer for your business when it comes to automating your workflows. By optimizing, integrating, or even developing business applications from scratch, automating workflows can save you countless hours of manual work, increase efficiency, maximize productivity and profitability. Imagine having your business applications communicating with one another, eliminating the need for manual data entry and reducing errors. Integration will allow you to automate tedious tasks and free up valuable time for more strategic work. Additionally, Streamlining Your Business can help you gain deeper insights into your operations. With specialized reporting and business analytics, you can have real-time visibility into your data, enabling you to make informed decisions that can drive business growth. Don't let inefficient workflows hold your business back. Take advantage of the power of automating your business workflows. I would love to learn more about your business and bring a fresh perspective based on your short and long term goals. And I can start immediately on your project. It all starts with a conversation ... ... Software applications & services that I specialize in (but not limited to): CRM Airtable Insightly Hubspot Pipedrive Salesforce No Code (Zapier, Stacker, etc.) Document Management PandaDoc GetOutlaw eCommerce Shopify Squarespace WooCommerce WordPress Project Management Airtable Asana ClickUp Monday Trello Wrike Financial Quickbooks Online Paypal Stripe Campaign Management Reply.io Facebook Mailchimp Google Gmail Google Drive Google Docs Google Forms Google Sheets Productivity Calendly Dropbox RingCentral Twilio ... And others as requested   Industry Types Include Accounting Artist Attorney Business Services Coaching Construction Consulting Education Event Management Farming Health Care Insurance Lead Generation Lender Manufacturing Manufacturers Rep Marketing Agency Media Services Music Non-Profit On-Line Education On-Line Sales Property Management Real Estate Recruiter Renovations Senior Services Sales & Marketing Sports Products & Services ... And the list is growing ....
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    Project Plans
    Intuit QuickBooks
    Project Management
    Business Consulting
    Business Process Automation
    Insightly
    Customer Relationship Management
    Zapier
    Marketing Automation
    Data Management
  • $15 hourly

    • 4.8/5
    • (83 jobs)
    A focused, ambitious and innovative I.T. professional with 8+ years of experience in Software Development I am an expert developer with a passion for creating quality software. I have experience creating burden adjusted, high-trafficked and web index advanced web applications. I combine strategic thinking and emerging technologies to provide innovative solutions that consistently break new ground. I have hands on several Marketing Automation Tools which are mentioned below : ZOHO HUBSPOT CLIO ODOO PODIO INSIGHTLY INFUSION SOFT Expert in providing the following Zoho services: * CRM Migration from QuickBook , BaseCamp , SalesForce , Hubspot ,Insightly , SAP, Microsoft Dynamics, InfusionSoft, ODOO to ZOHO * Zoho Inventory , Two way sync with E-commerce Platform like Magento , Woocommerce , API Integration * Zoho Bots * Zoho Data Modeling Architecture * Data migration from the external data source to Zoho CRM * Business Analysis and Data Modeling into Zoho * Workflow Automation * Zoho Doc , Workdrive , Write , Mail merge , office integrator Api * Zoho Financial Suite: Books, Quote(Estimate), Invoice, Expense, Subscription * Zoho Forms, API Integration * Zoho Creator - Developed over 40+ custom apps, customer portals * Deluge Script and Custom Function * Advanced Zoho Reports (Analytics) * Advanced Zoho Survey * Zoho SalesIQ and Live Chat * Zoho Desk , Live Support and Time tracking to generate Invoices * Zoho Projects, Zoho Recruit, Zoho Campaigns * Zoho Mail POP3, IMAP Integration. * 3rd Party Integrations etc I hold abundance of experience in CMS development. I have worked on following CMS so far: - Magento - Magento2 - Shopify - BigCommerce - Drupal - SquareSpace - OpenCart , PrestaShop,Joomla - Wordpress etc. SKILL-SET: Agile Methodologies MVC Framework Entity Framework (Database First Approach, Code First Approach) Web Services SQL Server XML (Data Exchange Language) Web APIs JQuery HTML,HTML5,CSS,CSS3 Twitter Bootstrap JS Frameworks : AngularJS,NodeJS,EmberJS, KnockoutJS AWS (Amazon Web Services) Web Services : Soap and RestFul I'm seeking for projects where my advanced software and web development skills can contribute, and prefer working with technical clients, who know exactly what they want.
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    CodeIgniter
    Zoho Creator
    Zoho Analytics
    Email Campaign Setup
    Automation
    Zoho CRM
    Insightly
    Zoho Books
    Magento 2
    API Integration
    Node.js
    HubSpot
    Shopify
    Salesforce CRM
  • $12 hourly

    • 5.0/5
    • (91 jobs)
    Hi😊 - Yes, I love helping business owners, individual professionals, and startups to grow their businesses. I help you save time and enable you to focus on your core competencies. I believe work should be an outlet for greatness. If I can free up your time to do great work, everybody wins. Hire me without worrying about no code automation projects, workflow automation, marketing automation, Admin Support, Database management, CRM setup and management,CRM integrations, Form building, and more ... What I Do: ⏩ ☑️ Email Marketing workflow automation (Mailchimp, ActiveCampaign, Insightly, Hubspot, Infusionsoft/Keep, etc.) ☑️ Automation (Zapier, Jotform, IFTTT, Make...) ☑️ Admi / Administrative assistant ☑️ CRM implementation & management ☑️ Data management ☑️ No code automation ☑️ Gsuite or Google Workspace administration Working experience with these apps: ⏩ ☑️ Automation apps: Zapier, Make ☑️ Data collection apps: Google Form, JotForm , TypeForm, PeperForm. ☑️ CRM Apps: Insightly, Cooper, HubSpot, ActiveCampaign, Zoho, Infusionsoft/keep ☑️ eSign Apps: DocuSign, Hello sign ☑️ File sharing apps: Dropbox, Google Drive, WeTransfer, OneDrive ☑️ Communication Apps: Slack, Yodel, Call Hippo, Gmail ☑️ Project management: Notion, Coda, Taskade, Quire, Todoist, Clickup. Thanks for checking out my profile, what are you waiting for? If you need help with your project, please feel free to contact me. Let's talk soon.
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    Notion
    CRM Software
    Insightly
    Mailchimp
    Project Management
    ActiveCampaign
    Marketing Automation
    Customer Relationship Management
    Automation
    Business Process Modeling
    Airtable
    Zoho CRM
    Zapier
    Form Development
    HubSpot
  • $20 hourly

    • 4.4/5
    • (52 jobs)
    Myself Sita Devi, I'm expertise in web development and software programming field with over 6 years of experience. Technical Expertise: - Net Framework: Net 3.5, 4.0, 4.6.1 and Compact Framework - Databases: MongoDb, SQL Server 2008, mySQL - Data Access Approach : RMO(ReplicationManagementObject), ADO, ADO.Net, Entity Framework - Languages : C#, VB.Net, Visual Basic 6.0, AngularJs, Node.Js, Asp.Net core - Report Writer: Crystal Reports - Internet Technologies: Ajax, ASP.Net, XML, MVC 3 (Aspx, razor) - SOA :WCF - CRM and CMS: Kentico, DNN, Zoho, Salesforce, Nopcommerce, Infusion soft Services: - Quality Work - Full Time Availability For Calls/Chat - Support and bug fixing to Existing Project even after job is done. - Experienced and Value Combination - Coding Standards - Complete Testing - Developing cost-effective, user-friendly solutions on time Thanks & Regards Sita Devi
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    Kurento
    Zoho CRM
    Zoho Creator
    WebRTC
    AngularJS
    ASP.NET Core
    ASP.NET MVC
    C#
    MySQL
  • $10 hourly

    • 4.9/5
    • (44 jobs)
    Are you looking for quality admin support at an affordable price?.. I am a full-time freelancer with more than 5 years of experience in all facets of administrative support. I provide my services in Data Entry, Data Conversion, Internet Research, Data Scraping, Mailing List Development, CRM Management. Expert using application- Evernote, Dropbox, Google Doc, Asana, and Insightly CRM. You have my commitment that your projects will be completed within a turnaround, unlimited revisions and great customer service which will help you grow your business.
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    Data Scraping
    Insightly
    Customer Relationship Management
    Administrative Support
    Lead Generation
    Data Entry
    Microsoft Excel
  • $365 hourly

    • 4.8/5
    • (184 jobs)
    Need to upgrade your business? I can help you with that My name is Ross, I’m a top-level Digital Marketer who has helped dozens of businesses get to another level of performance by implementing the best marketing strategies in the world. Whether you need advice for your business or a full shaping and execution of your marketing, I’ll deliver the best results. If you want your business to: -Have the best marketing strategies used by major enterprises -Use efficient processes for its workflows -Have the top technological solutions available -Rely on a well-structured CRM --Develop a competitive position My skills and experience are your solutions. I can help your business to optimize and streamline each stage of its sales funnel and pipelines, to deliver the best results in less amount of time. My areas of expertise include: √ CRM √ Sales funnels and pipelines √ Market planning and research √ Rapport building √ Email Marketing √ Social media marketing √ Brand Development √ Websites Development My background: -Worked for several high-profile businesses in managerial positions -Became Upwork Expert-Vetted. My skills and expertise have been validated by qualified professionals -Hundreds of happy clients have experienced an increase in their ROI because of my services -Write for known news sites and blog portals like Entrepreneur and Upwork I’m also CEO and founder of DigitalME, one of the top marketing agencies on Upwork. It has managed to deliver outstanding results, all of them under my management and supervision: -Among Top 0.1% of Agencies on Upwork -All types of businesses have experienced an increase in their ROI due to our services. -Partnered with big marketing software solutions like Activecampaign and Memberium -Featured and recognized on Entrepreneur and Yahoo. The software I use: √ InfusionSoft/Keap √ HubSpot √ ActiveCampaign √ Memberium √ WordPress √ Zapier If you want to work with somebody whose work history endorses its curriculum, always puts its clients in the first place, and has a proactive winning mentality, I fit that profile. Don’t hesitate to click that contact button and I’ll reply to you as soon as possible so we can start working on reaching those goals.
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    Microsoft Dynamics CRM
    Growth Hacking
    ActiveCampaign
    Digital Marketing
    HubSpot
    Keap Marketing
    Sales Copywriting
    Business Strategy
    Copywriting
    Marketing Automation
    Marketing Strategy
  • $30 hourly

    • 5.0/5
    • (139 jobs)
    I am a marketing professional with an extensive background in digital marketing, content development, website development, and more. I have a BBA from the University of Notre Dame. My services enable companies and individuals to hire only one person capable of addressing many company processes. I am available weekdays from 8:00 AM to 5:00 PM, Eastern US time. I also often work weekends when needed. I am completely familiar with all Microsoft Office tools, Google Suite, Mac software, WordPress, Grammarly, Dropbox, Slack, Skype, Zoho, and numerous other platforms. If I need to learn about an unfamiliar process, I always do that on my own time, not yours. I am currently available 30 hours per week or less.
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    Personal
    Email Communication
    Communications
    Customer Support
    Website Content
    Formatting
    Proofreading
    Marketing Strategy
    Travel Planning
    Copy Editing
  • $200 hourly

    • 4.2/5
    • (38 jobs)
    Senior Full-Stack Software Engineer My specialty as a full-stack software engineer is to build and maintain the technology needed to power the components which enable the user-facing side of the website to exist. My extensive knowledge of back-end development includes programming with Python, PHP, JavaScript, and API Programming (Airtable, Integromat, Bubble, Zapier, Salesforce, Webhooks, etc). My experience also involves transitioning infrastructure to the cloud (AWS, Azure, Google Cloud) using DevOps methodologies.
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    RESTful API
    API
    Build Automation
    Automation
    JavaScript
    Zapier
    Airtable
    API Development
    Software Development
    SQL Programming
    Python
  • $85 hourly

    • 4.7/5
    • (86 jobs)
    SUMMARY Talented, results-oriented Marketing Professional with a proven record of accomplishment in planning and coordinating marketing automation campaign as well as lead generation programs. Expertise in the creation of marketing plans from thought to implementation with solid leadership skills. Able to communicate and work with multiple levels of management, vendors as well as internal departments to achieve overall marketing goals. SPECIALIZATIONS Marketing Collateral Development Strategic Planning and Annual Forecasting Direct Marketing Campaigns Google Analytics & Google Adwords CRM consulting - Pipedrive, Salesforce Ecommerce marketing Implementing SEM/SEO strategies Plan and Coordinate Tradeshows and Webinars Budget Preparation/Administration Marketing Automation - Eloqua Email Platforms: Eloqua, Hubspot, Sharpspring, Silverpop Marketing Automation Platform Experience Oracle Eloqua Marketing Cloud: E10 - 7 years | Level: Advanced Hubspot - 8 years | Level: Advanced Act-on - 5 years | Level: Advanced Autopilot - 4 years | Level: Advanced Sharpspring - 5 years | Level: Advanced Salesforce - 5 years | Level: Advanced
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    Zoho CRM
    Email Marketing
    SharpSpring
    WordPress
    B2B Marketing
    Marketing Strategy
    Inbound Marketing
    Marketing Automation
    Autopilot
    Zapier
    Mailchimp
    Eloqua
    HubSpot
    Salesforce Marketing Cloud
  • $125 hourly

    • 4.9/5
    • (590 jobs)
    ⚡ I'm your guy, here's why ... Top 10 Premier Certified Zapier Expert, Airtable Expert, Make.com Expert Partner, Upwork Top Rated + Expert-Vetted (Top 1%) Put Programmable Productivity to Work for You! Expert in AI + No-Code & Low-Code apps. Upwork Expert-Vetted - Only the Top 1% of Talent on Upwork qualifies STATS (and counting!) • Time Saved: Millions of minutes • Clients Helped: 600+ • Apps Connected: 700+ SPECIALIZATIONS • Automated AI: ChatGPT, OpenAI • Operations: APIs, Automation, Configs, Funnels, Integrations, Make (formerly Integromat), Low-Code, No-Code, Optimization, Processes, Troubleshooting, Webhooks, Workflows, Zapier • CRM Configuration / Marketing Automation / Project Management: Airtable, Pipedrive, Mailchimp, ActiveCampaign, Trello, Twilio, Typeform, Jotform, Unbounce, ClickFunnels, Shopify, Asana, ClickUp, HubSpot, Zoho, Notion, Stacker, Softr, miniExtensions + 500 more apps! • G Suite / Google Workspace: Sheets, Docs, Forms, Slides, Drive, Calendar, Contacts, Tasks • Microsoft Office 365: Outlook, Word, Excel (formulas, formatting, functions) ABOUT - Tech oriented - Inquisitive by nature - Methodical approach - Equal parts left and right brain - Solution seeker and problem solver My professional background is as a technical product manager learning, using, and building software solutions for full-funnel customer acquisition, both online and offline. Think of me as an interpreter translating business requirements to technical specifications, plus I can do the integrations and configurations with these tools and applications. I know the right questions to ask to unlock the answers necessary to take a project from idea to implementation.
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    ChatGPT
    Task Automation
    Lead Management Automation
    CRM Automation
    Artificial Intelligence
    Automated Workflow
    System Automation
    Business Process Automation
    Airtable
    Marketing Automation
    API
    Zapier
    Automation
    Google Sheets
    Integromat
  • $150 hourly

    • 5.0/5
    • (24 jobs)
    SOP Creation: I love working with business to develop their SOP documents. Our method makes your SOPs easy to use and update as systems change. Let me show you a demo of what a modern SOP looks like. We offer a DIY course and a full service option. In our full service option, I work with your team to document their processes and organize it into how it fits with the business as a whole. I also provide coaching to develop a culture that will utilize and maintain your SOPs with a culture of systemization. Insightly CRM: I have a proven track record of successful Insightly set up and optimization for my clients. Let's discuss your Insightly wish list and how we can accomplish it with excellence. Here is an overview of my Insightly experience and services: I have set up over 400 different businesses on Insightly CRM. As an Insightly Hero, I also use Insightly in my own business. I take your processes and reporting needs and translate them into Insightly functionality. I can assist you with: contact migration, task management, zapier integrations, workflow consulting, reporting customization, sales process, fulfillment process, and more
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    Process Design
    Business Process Reengineering
    Zapier
    Business Plan
    Business Coaching
    Process Improvement
    Google Apps
    Mailchimp
    Insightly
  • $25 hourly

    • 4.6/5
    • (121 jobs)
    🌟 We are Official 𝗭𝗢𝗛𝗢 Partner. We help businesses in digital transformation and IT solutioning projects like implementation, customisation, integration and data migration💎 🎯 Why Choose us: ✦ Proven track record to deliver successfully ✦ Customer Focus ✦ One Stop Shop for Digital transformation ✦ Excellent English speaking staff ✦ Dedicated Account manager ✦ Weekly project report ✦ Flexible Engagement Models ✦ Agile Methodology ✦ 99% Timely Delivery ✦ 99% Customer Satisfaction ✦ Post Delivery Support 24x7 ✦ Onboarding Training 👉 Key Facts: ★ 500+ Successful Zoho Implementation and Integration Projects 🚀 ★ 12+ Years of In-depth Experience 🧑‍💼 ★ 115+ Verified Client Reviews, All at 5/5 Stars ⭐⭐⭐⭐⭐ ★ Stellar 99% Customer Retention Rate 🌟 🧑‍💻 With 12+ years of experience in IT and 75+ successful Zoho implementation and integration projects delivered, We are your go-to Zoho specialist. 🌍 We've worked with companies from the US, UK, and European regions, and I'm equipped with excellent oral and written English communication skills 🗣️📝. 🔥 In the realm of Zoho, We possess deep functional and technical expertise in a variety of Zoho applications, including: 𝗭𝗼𝗵𝗼 𝗢𝗻𝗲 ☝️ 𝗭𝗼𝗵𝗼 𝗖𝗥𝗠Plus 📊 𝗭𝗼𝗵𝗼 𝗖𝗥𝗠 📊 𝗭𝗼𝗵𝗼 𝗕𝗼𝗼𝗸𝘀 📘 𝗭𝗼𝗵𝗼 𝗖𝗿𝗲𝗮𝘁𝗼𝗿 🧑‍💼 𝗭𝗼𝗵𝗼 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 📅 𝗭𝗼𝗵𝗼 𝗗𝗲𝘀𝗸 🏢 𝗭𝗼𝗵𝗼 𝗕𝗼𝗼𝗸𝗶𝗻𝗴𝘀 📚 𝗭𝗼𝗵𝗼 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗛𝘂𝗯 📢 𝗭𝗼𝗵𝗼 𝗦𝗮𝗹𝗲𝘀𝗜𝗤 💬 𝗭𝗼𝗵𝗼 𝗙𝗼𝗿𝗺𝘀 🚀 𝗭𝗼𝗵𝗼 𝗦𝗶𝘁𝗲𝘀 🏙️ 𝗭𝗼𝗵𝗼 𝗣𝗲𝗼𝗽𝗹𝗲 🧑‍💼 𝗥𝗲𝗰𝗿𝘂𝗶𝘁 📉 🌈 We can assist with multiple customisation tasks like: ✨ Module customisation ✨ Blueprints ✨ Automation tasks like emails, docs ✨ Integration with third-party apps like Xero, QB, Wordpress, Telephony, etc. ✨ Setting up workflow ✨ Integrations of various Zoho applications using Zoho Flow or APIs ✨ Deluge scripting ✨ Create analytics sales reports using Zoho Analytics ✨ Target reports for employees ✨ Marketing hub set up ✨ Custom Chatbots development in SalesIQ 🌐 Let's discuss how We can digitally transform your business with Zoho! #ZohoCRM #ZohoCreator #ZohoMarketingAutomation #DelugeScripting #ZohoOne #ZohoCertified #CRMIntegration #WorkflowAutomation #DataDrivenDecisions
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    Zoho Projects
    SuiteCRM
    SugarCRM Development
    Zoho Recruit
    Zoho Platform
    Software Integration
    Microsoft Dynamics ERP
    Zoho Creator
    Scripting
    Zoho CRM
    Apex
    Zoho Desk
    Third-Party Integration
    Microsoft Dynamics CRM
    Salesforce Lightning
    Zoho Analytics
    Salesforce CRM
    Zoho Books
  • $75 hourly

    • 5.0/5
    • (37 jobs)
    I am a highly experienced Java developer with 20 years of industry experience and I have been specializing in implementations using Adobe Experience Manager (AEM) for the past 8 years. I've built solutions in AEM 6.1 - 6.5 and AEMaaCS. In 2018, I was one of the winners of the Adobe Immerse 2018 Community Code Contest, as well as a presenter at the Adobe Immerse virtual conference, leading a discussion on Creating Custom ContextHub Stores and UI Modules in AEM. I have also contributed to ACS AEM Commons (the main AEM open source project) by helping to build Shared Component Properties. I also have solid experience working with various JavaScript frameworks like jQuery and VueJS and the drive to pickup new ones when necessary. I am also familiar with Less, SCSS, and CSS and the concepts of building responsive sites using Bootstrap and AEM Grid. I strive to write clear and maintainable code, and fully document my code to ensure future developers have a clear understanding of all methods and classes. Also, I will gladly provide any additional documentation or training materials requested, which will be well structured and well written. I am a strong problem solver and skilled at exploring and debugging complex problems to get software applications back on track when strange errors or edge case scenarios arise.
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    NodeJS Framework
    Adobe Experience Manager
    Vue.js
    Spring Framework
    CSS
    JavaScript
    Jakarta Server Pages
    HTML
    Java Servlet API
    jQuery
    Java
  • $70 hourly

    • 5.0/5
    • (11 jobs)
    I've spent the last 10 years as a Project and Operations Manager to CEOs in the music, tech, real estate, and financial industries. I have a wide variety of experience in marketing and creating efficient processes.
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    Business Operations
    ClickUp
    Gusto
    QuickBooks Online
    Travel Planning
    CRM Software
    Content Management
    Project Management
    System Automation
    Shopify
    Google Workspace
    Scheduling
  • $15 hourly

    • 5.0/5
    • (26 jobs)
    My Client Says: "Abhishek is clearly a very committed, hard working freelancer. Very good communication. With any project, there are always unexpected issues that come up, and Abhishek happily fixed all those problems efficiently and effectively." Greetings! all Let's connect on UPWORK and explore how I can assist yohard-workingu. I'm a seasoned E-commerce Web Solution Developer with over a decade of expertise. My extensive experience encompasses a wide array of services including WordPress, Shopify Theme Development, Shopify Web Store Setup, Shopify App Development, Premium Theme Customization, WooCommerce Theme Development, Plugin Development, PSD to HTML, PSD to WordPress, Payment Integration, CRM Integration, and responsive web design. Core Skills: 🎯 PHP / Laravel (MVC) 🎯 CodeIgniter Web Framework 🎯 WordPress with WooCommerce Development 🎯 CRM Setup and integration with Shopify and WooCommerce Stores 🎯 Third-Party Application Integration 🎯 HTML5 / CSS3 🎯 jQuery / Javascript / Ajax 🎯 PSD to HTML Conversion 🎯 Troubleshoot Website Errors & Bugs 🎯 Migration to WordPress 🎯 WordPress Sites Speed Optimization 🎯 WordPress Database Management/Optimization 🎯 Shopify Theme Development and Store Setup 🎯 Shopify App Development and Plugin Development 🎯 Proficiency in popular page builder tools such as Visual Composer/WPBakery, Elementor, and SiteOrigin. Additionally, I bring to the table: 🏆 Certified Dale Carnegie Training in Multitasking. 🏆 ITIL Certified. 🏆 Expertise in Project Collaboration Tools like Asana, Trello, Zoho Project, Microsoft Project, Basecamp, and more. Thank you for visiting my profile! Send me a message with your business challenges, and together, we'll craft innovative solutions that drive results and propel your online presence to the top ranks.
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    Lead Generation
    Ecommerce
    Ecommerce Theme Installation
    Shopify Plus
    Avada Theme Customization
    Liquid
    WordPress Development
    MySQL Programming
    Shopify SEO
    Dropshipping
    Shopify Theme
    Shopify Templates
    Theme Development
    Responsive Design
    Elementor
  • $165 hourly

    • 5.0/5
    • (27 jobs)
    “Time is money” isn’t just a saying - it’s reality. And with each manual task you and your team do, you’re pulling focus away from the things that really matter to the success of your business. For nearly a decade, I’ve been helping businesses across numerous industries streamline and automate their sales and operations, saving them hundreds of hours and thousands of dollars per year. Using the powers of automation, I help businesses do things like: - Eliminate manual data entry, so tasks like invoicing, expensing, employee onboarding are done swiftly, smoothly, and without any inaccuracies - Integrate workflows of varying complexities and steps to create repeatable, trackable processes - Filter their leads so no time is wasted chasing after people that aren’t the right fit - Create a repeatable, refined sales process, which means they can now contact leads at the perfect time and close more sales, more efficiently - Increase their production capacity, resulting in more sales and satisfied customers Translation: Less busywork, more business. 🏆 I’m certified with Zapier, Keap/Infusionsoft, and Pipedrive. I have experience with AutoPilot HQ, Twilio, Email parsers, Google sheets/docs, Airtable, ActiveCampaign, Typeform, ManyChat and many more. NEXT STEPS: =========== ☎️ Feel free to reach out. I’d love to work with you! Let’s automate those repetitive tasks and marketing initiatives so you can focus on what you do best!
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    B2B Marketing
    Integromat
    ActiveCampaign
    Airtable
    Business Process Automation
    Autopilot
    Infusionsoft Development
    Zapier
    Pipedrive
    Email Marketing
    Marketing Automation
  • $99 hourly

    • 4.9/5
    • (72 jobs)
    I'm Trudy working under my consultancy name "CloudMaitre". I’m a HubSpot multi-Certified Gold Solutions Partner based in East Sussex UK. As a professional HubSpot Solution Architect I have a deep understanding of HubSpot's platform, features, and capabilities, I can translate complex business requirements into practical solutions that drive results. I specialise in designing and implementing customised solutions using HubSpot's suite of marketing, sales, customer service, and CRM tools. I work with clients to understand their specific business needs, goals, and challenges, and then design tailored solutions that leverage HubSpot's capabilities to address those needs effectively. I’ve helped more than 70 businesses setting up a company CRM for the first time or migrating to Hubspot from other existing CRMs. Many of my clients have already set up Hubspot in-house and need a Pro Reboot Project to get the most from Hubspot. How does that look in practice? Discovery: Engaging with clients to assess their requirements and objectives, and understand their current processes and technology stack. Solution Design: Design and architecture of custom solutions that align with the client's business goals, utilising HubSpot's tools and features to their fullest potential. Implementation: Configuration and set up of HubSpot's tools and integrations based on the designed solution. This may involve customising workflows, automations, pipelines, and integrating HubSpot with other systems and platforms the client uses. Training and Support: Providing training to clients' teams to ensure they can effectively use and maintain the implemented solutions. Offering ongoing support and guidance. Analytics and Optimization: Monitoring the performance of implemented solutions and making adjustments as needed to improve outcomes and achieve business objectives. Collaboration: Collaborating with cross-functional teams, including sales, marketing, customer service, and development, to ensure a holistic and integrated approach to solution design. CERTIFICATIONS Multi-certified in Hubspot with these certifications: Client Management Developing a Sales Plan Marketing Software Marketing Hub Implementation Platform Consulting Sales Hub Implementation Sales Software Selling Sales Services Service Hub Software Solutions Partner 5 YEARS + EXPERIENCE I have set up or upgraded the setup in more than 70 Hubspot portals. I often deliver multiple projects for a single client across marketing, sales and service requirements. I usually work with clients for an initial project sprint and then on an ad-hoc basis. The longer I work with a client the more I become an external team member. I have been working with some of my clients for more than 2 years. I have been a Hubspot provider and subsequently partner since 2018.
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    CRM Software
    Solution Architecture Consultation
    Project Workflows
    Process Modeling
    HubSpot
    Sales Operations
    Sales Management
    Marketing Automation
    Sales
    Management Consulting
  • $40 hourly

    • 5.0/5
    • (27 jobs)
    MBA with 11+ years of work experience in Project Management, Marketing Strategy and Business Consulting with Fortune 500 organisations. Expertise: Project Management, Websites Ideation and Building, Business Plans, Marketing Strategy, and App Development Certifications: PMP, ITIL, Agile Scrum, Financial Markets, Top 10% in all of Upwork's Business and Marketing Tests. Having studied for MBA (Marketing & IT) in India’s premier B-school & worked for conglomerates like Deutsche Bank, Sapient Technologies, Ericsson Global Pvt. Ltd, & Tata Consultancy Services; I have lived across the globe and have the experience dealing with clienteles of multiple geographies. - Skilled in Project Management activities encompassing project planning, estimation, project implementation, client interaction, change requests management and project delivery. - Adroit at the formation and implementation of Marketing Strategies, Branding, Social Media Marketing, Web Content Writing, Market Research, Marketing Plans and Investor Pitch decks creation. - Experienced in Business Plans & Consulting, proficient in mapping Business Requirements, designing customised solutions, Financial Projections, Competitor Research and Business Recommendations. - Proficiency in the creation of Websites (Wordpress, Joomla, Drupal, PHP) and e-commerce platforms for various business verticals. Expert in planning and implementation of Mobile Apps (iOS and Android). - Possess exceptional Communication, Leadership, Interpersonal, Coordination, and Presentation and Team Management skills. -Industry Verticals: Software, Telecom, Retail, Real Estate, ITeS, Banking & Financial Services, E-learning, E-commerce, and Advertising. I am a pro at: Website Project Management Business Analysis Marketing Strategy Program Management Marketing Plans E-Learning Business Plans Team Management Business Consulting Website Development App Development Bespoke Marketing/Explainer Videos I am looking to forge long-term partnerships with clients & want to bring the most value to this mutually beneficial relationship.
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    Brand Marketing
    Digital Marketing
    Asana
    Elearning
    Business Analysis
    Business Management
    Project Management Professional
    Marketing Strategy
    Business Plan
    Project Management
  • $10 hourly

    • 4.7/5
    • (107 jobs)
    I have been working as an email marketing expert for more than 9 years. I am very familiar with MailChimp, Klaviyo, Hubspot and Constant Contact. 99% of my clients are satisfied with my work. Clients' reviews and feedback on my are the proof of their satisfaction. If you have time, you can take a look. ## Email Marketing Services 1. Website launch announcement email 2. Welcome email(new subscriber) 3. New product announcement email 4. Abandoned cart email 5. Product update email 6. Transactional emails 7. Confirmation emails 8. Thank you(first purchase email) 9. Information email 10. Ecommerce automation series 11. Lead nurturing email(Depending on actions subscribers take) 12. Postcard campaign to send people reminders, coupons 13. Retargeting ads with facebbok, Instagram, google ads I am familiar with email best practices including targeted lists, subject lines, deliverability and CAN-SPAM/anti-spam legislation. I have good working knowledge in the following popular ESP - 1. MailChimp 2. Constant Contact 3. GetResponse 4. Klaviyo 5. Active Campaign 6. SendinBlue 7. Aweber 8. Amazon AWS 9. SendGrid 10. HubSpot If you want me to use other platforms, that's fine for me as well. I am familiar with most of the ESPs in the marketplace. Feel free to send me an invitation to your job posting and we can have a quick chat. You can consider sending me an offer directly via Upwork. If you have any questions, feel free to ask.
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    Customer Service
    Ecommerce
    Microsoft Excel
    Newsletter Writing
    Marketing Strategy
    Email Deliverability
    Lead Generation
    Email Marketing
    HubSpot
    Marketing Automation
    Lead Nurturing
    Campaign Monitor
    Data Entry
    Email Automation
    Mailchimp
    Klaviyo
  • $50 hourly

    • 5.0/5
    • (60 jobs)
    Zoho Advanced Partner, second highest tier of Zoho Partner (Proof on Portfolio) Winner of Alberta Regional Zoho Partner Award 9/10/23! (Award on Portfolio) Available for work now 5 years with Zoho Top Rated On Upwork 100% Job Success All 5 star reviews Pricing for small and medium sized businesses Joined Upwork Freelancing: Oct 19th 2021 Certified Developer in: -CRM -Creator -People -Analytics -Projects -Campaigns -Books -Desk -Inventory -Recruit (View Portfolio for Badges) Authorized Zoho Books Partner for all your Accounting and Bookkeeping needs. (On Portfolio) Authorized Zoho Creator Partner for all your Custom Development and Automation needs. (Also on Portfolio, under the same project catalog as Books) ----------------------------------------------------------------------------------------------------------- Talents: End-to-end development, customization and configuration of all Zoho One apps High and low code as well as Plug and Play APIs skill to allow for all software integration into Zoho Zapier and Deluge Script expertise for custom and complex projects Marketing and Campaign work. Including creation, automation, consulting and complete management Accounting and Bookkeeping services, including taxes and returns. My work with finance also extends to, Invoice, Purchases, Expenses and Payroll. ----------------------------------------------------------------------------------------------------------- Zoho App Skills: CRM: Data migration, Module Creation and Workflow Customization. Books: Accounting Records in Books, Invoice, Inventory, Purchases, Expenses and Payroll. Desk: Setup/Automating Ticket Assignment, Connecting Social Media Accounts, Customization and Data Administration. Creator: Deluge Script, Zoho Integration and Custom App Development. Sites: Module Creation, SEO Configuration and Domain Setup. Analytics: SQL Query Table, Custom Report and Snapshot/Drill Down Details. Campaign: Setup and Configuring Email campaigns in Zoho Campaign app, HTML Templates. People/Recruit: Mapping of Fields, Approval Process and Scheduler/Actions. Projects: Workflow Personalization, Configuring Roles/Permissions and Task Dependencies in Gantt Charts. ----------------------------------------------------------------------------------------------------------- BMI has a full time team of dedicated employees that are committed to complete customer satisfaction. Our team will create a personalized, streamlined platform that will scale your business into the future. BMI strives to ensure the success of every client it works with. After studying a wealth of data from previous clients, we have found that Zoho's vast and customizable nature often surprises people. In fact, the Zoho platform is so powerful that as we dive into projects, clients invariably discover new features, tools, or options that they wish to include in their original request. Whilst BMI is most happy to implement exactly what the client wishes, scope creep and change orders are inefficient, expensive, and ultimately, a disservice to the client. As our motto suggests, there is a near infinite amount of things that we can work on for a client, perpetually refining their software to ever-greater levels. To help provide the best customer service, and as a direct result of an abundance of demand for our services, BMI only operates on a long-term basis. As you can tell by my profile, I don't work on hourly rate, and thus my 50$ bid is a placeholder. Pre-bidding on work without having the full details results in requiring a re-bid anyway, so I just use the $50 pre-bid price as nothing more than a placeholder that indicates my interest (each person's needs, scope, and expectations are so wildly different that any attempt at a real bid would be pure guesswork). Feel free to contact me with any questions.
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    Data Migration
    Zoho Analytics
    Customer Relationship Management
    Zoho CRM
    API Development
    Dashboard
    API Integration
    API
    Scripting
    Zoho Creator
    Automation
    Management Skills
    Customer Support
    Sales & Marketing
  • $60 hourly

    • 4.7/5
    • (97 jobs)
    As a Zoho One consultant, I specialize in helping businesses leverage the power of the Zoho One platform to maximize their productivity and growth potential. With years of experience in implementing Zoho One solutions for small and medium-sized businesses, I have developed a deep understanding of all the tools and applications Zoho One offers, including CRM, finance, sales, marketing, and more. I work closely with my clients to understand their specific business needs and objectives, and then develop customized Zoho One solutions that are tailored to their unique requirements. From setting up and configuring Zoho One to training employees and providing ongoing support, I ensure that my clients get the most out of their Zoho One investment. My expertise in implementing Zoho One solutions spans a wide range of industries, including healthcare, education, retail, manufacturing, and professional services. Whether you're looking to streamline your workflows, automate your sales process, or improve your customer engagement, I can help you achieve your business goals with Zoho One. If you're looking for a Zoho One consultant who can provide you with top-notch services and solutions, look no further. Contact me today to discuss how I can help you take your business to the next level with Zoho One.
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    Zoho Projects
    Zoho CRM
    Zoho Creator
    Zoho Analytics
    Zoho Desk
  • $40 hourly

    • 5.0/5
    • (26 jobs)
    Experience in web development ranging from fast landing pages to large corporate websites with custom functionalities. Main areas of competence: - Web Apps: HTML/CSS, PHP, Javascript, Next.js & React, Tailwind, Bootstrap & jQuery - APIs and automations: Airtable API, Google Apps Script, Google APIs, Mapbox JS. - Wordpress (WooCommerce, custom development, Elementor) Besides technicalities, I also have an eye for design and a business logic (economics degree).
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    Google Analytics
    Web Development
    Tailwind CSS
    Form Development
    Front-End Development
    Marketing Automation
    Next.js
    WordPress
    HTML5
    CSS 3
    Mapbox
    React
    WooCommerce
    MySQL
    Airtable
    JavaScript
    PHP
  • $125 hourly

    • 5.0/5
    • (20 jobs)
    The Salesforce CRM is a very powerful tool and when setup properly it can propel your business to the next level of success. If you find yourself struggling on how to setup and optimize your Salesforce CRM there are several key areas where we can provide assistance. REPORTING & ANALYTICS • If it is challenging to understand and see your data in Salesforce Reports, we can help you get your data under control. We offer Analytics & Reporting help so that you can clearly see and understand your key metrics and understand what it will take to achieve your company goals. • If you find yourself frequently exporting or tracking your data in Spreadsheets instead of Salesforce, we can help you close the CRM gap so you can view and trend all data in Salesforce. SALES ACCELERATION • Keep your sales team on target & on track with a Salesforce system tuned to your Sales Processes. • Enhance your sales team productivity with the latest Salesforce sales enablement applications. SCALABLE BUSINESS PROCESSES • Many companies fail to understand the importance of setting up overall processes and systems to enable them to scale. We will help you eliminate and automate many of your manual and time-consuming processes.
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    Business with 10-99 Employees
    Report Writing
    Data Analysis
    SAP Crystal Reports
    Salesforce
    Customer Relationship Management
    Project Management Professional
    Zoho CRM
    SQL
    Pardot
    Marketing Automation
    Salesforce CRM
    Marketing Campaign Setup & Implementation
    Business Analysis
  • $65 hourly

    • 5.0/5
    • (56 jobs)
    Hello! Tyler here... I am an expert webflow designer and developer. Since I first discovered the Webflow platform, I have been a constant student learning how to use the platform to its limit. I have worked with many companies, and my goal is the same - to communicate your brand through your website. I would love to work with you and your team with that same goal. Please send me a message to get your website started. I specialize in: - Webflow Websites - SEO - Zoho One applications - Visual Design I want to be respectful of your time and will always work hard at being timely and responsive. I look forward to working with you!
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    Twitter
    Divi
    WordPress
    SEO Audit
    Search Engine Optimization
    Zoho Platform
    Webflow
    Article Writing
    Blog Writing
    Writing
  • $125 hourly

    • 4.8/5
    • (13 jobs)
    I consult, deploy, and super-administer HubSpot, Pipedrive, Zapier and other 3rd party integrations for any size project. I'm a former Vice President of Sales and certified HubSpot super-admin with daily working knowledge of HubSpot Marketing Enterprise tier (600 thousand contacts, 1.2 million page views a day) and HubSpot Sales Professional. I'm also a Pipedrive Certified Expert supporting clients and I can implement any other CRM complete with all integrations and data migration/population. Expertise in: - Marketing automation: targeted prospect list creation, creating workflows, prospect segmentation, automated deal creation, email, events, creative triggers - Sales CRM: sales process; pipelines and stages connected to marketing and service automation workflows - Data: data migration, data cleansing, - Data integrity: contact, company, and deal typical and custom properties Toolbox: - Marketing automation: HubSpot Professional Sales, HubSpot Enterprise Marketing, and Hubspot Service Professional Hubs - ESP's: HubSpot, Drip.co, SendGrid - CRM: HubSpot Sales Professional, PipeDrive, Nutshell, and any other CRM - Communications: PhoneBurner.com, Aircall.io - Misc: Zapier, Trello Daily use of office tools: - Communication: Slack, Skype, Zoom, Google hangouts - Google Docs, Sheets - Microsoft Word, Excel, PowerPoint - Adobe Acrobat Pro, Adobe Photoshop CC
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    CRM Software
    Inbound Marketing
    Drip Marketing
    PipelineDeals
    Sales Process
    Sales Strategy
    Customer Relationship Management
    Marketing Automation
    Pipedrive
    HubSpot
  • $26 hourly

    • 4.8/5
    • (169 jobs)
    Expert in developing ISO 27001 Information Security, Penetration Testing, ISO 9001, ISO 14001, ISO 22000 Food Safety Management System, HACCP Plan, ISO 22716 Cosmetic Good Manufacturing Practices, FDA Guidelines on Cosmetics, OHSAS 18001 (Occupational Health & Safety), ISO 9001: 2008 to ISO 9001: 2015 upgradation, ISO 27001, ISO 13485 Medical Device QMS, 510 (k) Write Standard Operating procedures ( SOP ) and develop Business Process Flow Charts in Visio. Expert Business Manual Writer, Handbook Writer, Academic Writer, also write Blogs, Web Marketing Content, White Papers, News Reports. Undertake accounting, book keeping outsourcing projects.
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    Business Plan
    Flowchart
    ISO 9001
    ISO 27001
    Market Research
    ISO 9000
    Business Process Modeling
  • $22 hourly

    • 4.7/5
    • (49 jobs)
    ✅ 8 years of experience as a VA ✔️Academic & Business Research ✔️Website Development & Maintenance ✔️SEO ✔️Lead Generation ✔️Social Media Management ✔️Email Management ✔️Project Management ✔️Schedule meetings ✔️Admin Tasks. ✪“Everyone has been made for some particular work, and the desire for that work has been put in every heart”. My job is my hobby and virtual assistance is my passion.✪ Having worked as Virtual Personal Assistant for few years and understanding the importance of work commitment and quality of service, my objective is to help employers achieve their goals with my commitment to meet the deadlines, provide quality and detail oriented service. I offer a variety of dynamic and results focused services from web application development and maintenance, lead generation, research, internet marketing, customer service, office management and all the administrative tasks. I am here for busy people concentrate on more important things in their professional or personal life, with the confidence that their work is being taken care of. In the Process Developing a Strong and Long Term Relationship. ✔Reliable ✔Efficient ✔Committed ✔Resourceful ✔Hardworking ✔Fast Turn Around ✔Ability to Multitask ✔Work Well Under Pressure
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    Web Design
    File Management
    Moodle
    Scientific Research
    Machine Learning
    Internet Marketing
    Elearning LMS Consulting
    Customer Support
    Academic Writing
    Academic Research
    Administrative Support
    Email Marketing
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