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  4. (Current) insightly Specialists
  • $125 hourly

    • 4.9/5
    • (258 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 countless hours of manual work, increase efficiency, maximize productivity and profitability. Your business applications can communicate 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. Don't let inefficient workflows hold your business back. Take advantage of the power of automating your business workflows. And I can start immediately on your project. ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ My Professional Experience Includes ✅ Streamlining existing or new workflow automations ✅ Gathering insights into business operations ✅ Specialized reporting and business analytics ✅ Fast and effective project turnarounds ✅ Effective and clear communication Technical Stack (but not limited to) ✅ Accounting: Quickbooks ✅ Campaign Management: Reply.io, Email scrubbing ✅ CRMs: Insightly, Hubspot, Airtable ✅ Database – Airtable, Access ✅ Document Management: PandaDocs ✅ eCommerce: Shopify, WooCommerce ✅ Google Suite ✅ Microsoft Office ✅ No Code and API development: Zapier, Custom Scripts ✅ Productivity Tools: Calendly, Ring Central, Twilio, Zapier ✅ Project Management: Airtable, Asana, ClickUp, Monday.com Industry Niches (but not limited to) ✅ Accounting ✅ Business Services and Consulting ✅ Lead Generation and Campaign Management ✅ Coaching ✅ Construction ✅ Data Cleanup and Migration ✅ eCommerce ✅ Event Management ✅ Health Care ✅ Insurance ✅ Marketing Agency ✅ Real Estate and Lending ✅ Sales & Marketing ... It all starts with a conversation ...
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    CRM Automation
    CRM Software
    Software Design
    Software Consultation
    Reply.io
    Marketing Operations & Workflow
    Airtable
    Project Plans
    Intuit QuickBooks
    Project Management
    Business Consulting
    Business Process Automation
    Insightly
    Zapier
    Marketing Automation
  • $15 hourly

    • 4.8/5
    • (103 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
  • $15 hourly

    • 5.0/5
    • (98 jobs)
    Hi, I'm Ravi. I specialize in helping business owners, individual professionals, and startups streamline their operations, saving time and enabling you to focus on what you do best. My goal is to make work an outlet for greatness by automating processes and managing essential tasks efficiently. Services I Offer: ☑️ Workflow Automation: Expert in no-code solutions like Zapier, Jotform, IFTTT, and Make. ☑️ CRM Setup & Management: Implementation, integration, and management ( Gohighlevel GHL, Insightly, Close, HubSpot, Zoho) ☑️ Data Management: Efficient organization and maintenance of your data. Tools I Work With: ☑️ Automation: Zapier, Make, IFTTT ☑️ Data Collection: Google Forms, JotForm, TypeForm, PaperForm ☑️ CRMs: Gohighlevel (GHL), Insightly, Cooper, HubSpot, ActiveCampaign, Zoho, Close (Close.com) ☑️ Scheduling: Calendly, Oncehub ☑️ eSign: DocuSign, HelloSign ☑️ File Sharing: Dropbox, Google Drive, WeTransfer, OneDrive ☑️ Communication: Slack, Yodel, Call Hippo, Gmail ☑️ Project Management: Notion, Monday, Coda, Taskade, Quire, Todoist ------------- Thank you for visiting my profile. If you're ready to take your business to the next level by automating and streamlining your processes, let's connect! Contact me today to discuss how I can help you achieve your goals.
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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
  • $365 hourly

    • 4.8/5
    • (190 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
  • $15 hourly

    • 4.7/5
    • (110 jobs)
    I have been working as an email marketing expert for more than 11 years. ## 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 You can send me an invitation to your project and we can have a quick chat. Also you can consider sending me an direct offer 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
  • $35 hourly

    • 3.8/5
    • (353 jobs)
    Hi there, I'm Sadi Rahman, a professional CRM Developer. I have been working in CRM software for around 5 years. I provide a wide range of services to small, mid & large business owners. The primary focus is to provide quality work and exceed customer expectations. I am willing to provide you with a free business consultation. I am strongly experienced on Zoho CRM, HubSpot CRM, GohighLevel CRM, Pipedrive CRM and Insightly CRM. My skills and services are listed below: Zoho CRM Services: ✔ Zoho CRM ✔ Zoho One ✔ Zoho Books ✔ Zoho Inventory ✔ Zoho Campaign ✔ Zoho Sign ✔ Zoho Form ✔ Zoho SalesIQ ✔ Deluge Script ✔ Data Migration from other CRM ✔ Marketing Workflow Automation ✔ Integration with Third-Party Tools ✔ API Integration & Deluge Script ✔ Telephony System integration ✔ SMS features and integration HubSpot Services: ✔ HubSpot CRM ✔ Workflow Automation ✔ Integration With Third-Party Tools ✔ HubSpot Sale Hub Configuration ✔ HubSpot Marketing Hub Configuration ✔ Email Sequence ✔ Data Migration from other CRM ✔ Telephony System integration ✔ SMS features and integration Insightly CRM Services: ✔ CRM Configuration ✔ Workflow Automation ✔ Integration With Third-Party Tools ✔ Docusign Integration ✔ Email Marketing Set up ✔ Fields Configuration ✔ Data Migration from other CRM ✔ Telephony System integration ✔ SMS features and integration Pipedrive CRM Services: ✔ Pipedrive CRM Configuration ✔ Email Integration ✔ Integration With Third-Party Tools ✔ DocuSign Integration ✔ Xero or Quick Book Integration ✔ Web Form Integration ✔ Workflow Automation (Lead, Deal) ✔ Data Migration from other CRM ✔ Telephony System integration ✔ SMS features and integration Integration Services: ✔ Zapier Integration ✔ Integromat Integration ✔ Facebook Lead Form Integration ✔ Web Form Integration ✔ Xero, Quick Books, Freshsale etc ✔ Mailchimp, Active Campaign, Kajabi, Sendgrid, Mailerlite ✔ Clickfunnel, Calendly, Zoom, Google Calendar, Office 365 Calendar Integration ✔ Asana, Monday, Trello, Dupsadu Integration ✔ Telephony System integration ✔ SMS features and integration I can guarantee satisfaction 100% of the time. I am always willing to go above and beyond to ensure long-lasting business relationships. Please feel free to contact me at any time. Tag: Zoho CRM | Zoho Books | Zoho One | Zoho Form | Zoho Sign | Zoho Mail | Zoho Social | Zoho Bigin | Zoho Projects | Zoho Inventory | Zoho Subscription | Zoho CRM Developer | Zoho CRM Expert | Zoho Creator | Zoho Sites | Zoho Writer | Deluge Script | Java Script | Pipedrive CRM | Pipedirve Expert | Pipedrive Automation | Pipedrive CRM Expert | HubSpot CRM | HubSpot Developer | HubSpot Marketing | HubSpot Sales Hub | Insightly CRM | Freshsales CRM | GohighLevel Expert | Integration | Workflow automation
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    Customer Relationship Management
    Marketing Operations & Workflow
    Zapier
    JavaScript
    CRM Development
    Facebook Ad Campaign
    Mailchimp
    Business Applications Consultation
    CRM Software
    Freshworks CRM
    CRM Automation
    Insightly
    Pipedrive
    HubSpot
    Zoho CRM
  • $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
  • $150 hourly

    • 4.2/5
    • (42 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 (OpenAI, AI, ChatGPT, 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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    API
    RESTful API
    Build Automation
    Automation
    Airtable
    API Development
    Software Development
    Zapier
    SQL Programming
    JavaScript
    Python
  • $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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    Google Apps Script
    Insightly
    Process Design
    Process Improvement
    Business Process Reengineering
    Zapier
    Mailchimp
    Business Coaching
    Business Plan
  • $12 hourly

    • 3.8/5
    • (14 jobs)
    Not only I am an Experienced Virtual Assistant, I was also in the BPO Industry for almost 10 years. Expertise in Customer Service and have a background in Project and Workforce Management. With the past experiences I've had, It has really trained me to do numerous types of jobs and made myself a self sufficient individual to produce excellent result. I can work with minimal supervision so you can focus on the bigger picture of your company. I always make sure to go beyond my client's expectations because that's what a good employee should be.
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    Project Management
    People Management
    Insightly
    Customer Support
    Social Network Administration
    Customer Service
    Smartsheet
    Microsoft Excel
    Email Communication
    Microsoft Office
  • $20 hourly

    • 4.3/5
    • (58 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
  • $60 hourly

    • 4.9/5
    • (556 jobs)
    I am a Premier Zapier Certified Expert / AirTable Expert, Automation Specialist, and Software Developer. The following are the skills, experiences, and services I could provide. I can start right after we discuss and can complete within 24 hours if it a short project, 1 week if it a medium project. 1. Technical skill (more than seven years) Zapier Premier Expert (Top 10% in Certified Zapier Expert) Google App Script Development Google Spreadsheet Airtable Automation/Script Programmer/Website Development CRMs: Hubspot, Monday.com, Asana, Pipedrive, etc. Tech stacks: QuickBooks Online, Getresponse, Mailchimp, ActiveCampaign, Twillio, Kajabi, etc. 2. Communication ability English - Fluently, no heavy accent 3. Project experience Marketing Automation: Worked as a Technical Consultant for a digital agency in Australia for two years. I'm in charge of all the related technical problems for multi clients. Handle everything from creating landing pages to automation for active campaigns, etc. Also, I set up and made a perfect bot to collect leads for Facebook Messenger via Manychat. Programmer: Worked for a Japanese IT company for two years, All clients are Japanese companies- well-known for deadline and quality commitment. 4. My services Airtable Zapier Integration (setup and fix all the associated problems) Create automation via Google App Script/Google Spreadsheet Create automation business tools (Data Entry, Excel Macro, etc.) I am looking forward to working with you. Have a nice day!
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    Customer Relationship Management
    Microsoft Power Automate
    Google Apps Script
    Asana
    Make.com
    Smartsheet
    Automation
    API Integration
    Typeform
    Airtable
    Landing Page
    Payment Gateway Integration
    Marketing Automation
    Zapier
  • $58 hourly

    • 5.0/5
    • (9 jobs)
    Hello, I'm an experienced senior .NET developer and former Autodesk employee with a specialty in CAD and BIM applications and plugins. I have worked on CAD and BIM software solutions for different industries like: Real Estate, Shipbuilding, Manufacturing and Construction. Over the years, I've developed a deep understanding of Autodesk software and can customize solutions that meet your specific needs. As an established professional in the field, I'm dedicated to delivering high-quality work that meets or exceeds your expectations. I'm easy to work with, and my fluency in German and English allows me to communicate effectively with clients from around the world. If you're seeking a seasoned CAD and BIM software expert who can provide tailored solutions for your projects, please get in touch. Technologies: ◾ C# ◾ VB.NET ◾ Python ◾ Angular ◾ ASP.NET ◾ ASP.NET Core ◾ TypeScript ◾ JavaScript ◾ SQL ◾ WPF Autodesk Software: ◾ Revit API ◾ AutoCAD API ◾ Navisworks API ◾ Autodesk Forge ◾ SolidWorks API
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    Autodesk Navisworks
    CAD & CAM Software
    Building Information Modeling
    .NET Framework
    C#
    Angular
    Civil Engineering
    .NET Core
    RESTful API
    Windows Presentation Foundation
    SQL
    Autodesk Revit
    SolidWorks
    CAD
    Autodesk AutoCAD
  • $75 hourly

    • 5.0/5
    • (45 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 9 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
  • $100 hourly

    • 4.9/5
    • (670 jobs)
    ⚡ I'm your guy, here's why ... Top 10 Premier Certified Zapier Expert, Airtable Expert, Make.com Expert Partner, Upwork Top Rated Plus + Expert-Vetted (Top 1%) Put Programmable Productivity to work for YOU! Expert in Automation + AI, APIs & Apps (no-code/low-code). Helping users save 'Millions of Minutes' with tips, tutorials & templates. STATS (and counting!) • Automations: 10k+ • Clients: 650+ • Apps: 725+ 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, Fillout, 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
    Lead Management Automation
    CRM Automation
    Artificial Intelligence
    Automated Workflow
    System Automation
    Airtable
    Marketing Automation
    API
    Task Automation
    Business Process Automation
    Zapier
    Automation
    Google Sheets
    Make.com
  • $95 hourly

    • 5.0/5
    • (20 jobs)
    As a seasoned Salesforce Consultant, I have a proven track record of implementing and administering effective CRM solutions across various industries. With over 15 years of experience in business operations, I bring a unique perspective that goes beyond typical development. I believe in true partnership and work closely with businesses to build custom CRM solutions tailored to their specific needs. Expertise: - CRM Implementations: Salesforce, Insightly, HubSpot, Monday.com, Zoho, Microsoft Dynamics, GHL and others - Full Stack Development and Architecture - Comprehensive Salesforce Implementation: Sales Cloud, Service Cloud, Field Service, Marketing Cloud, Health Cloud, Commerce Cloud, Financial Cloud and Nonprofit Cloud - Knowledge of Lightning Components: Pardot, Visualforce, HTML and more - Data Migration - CRM Analytics: Reports and Dashboards - API Integrations - System Automations - Project Management: SCRUM/ Agile Methodology I collaborate with businesses from the inside out, ensuring that every CRM solution is practical and aligned with industry requirements. Let's build a CRM that makes sense for your business.
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    Salesforce
    Salesforce CRM
    Salesforce Marketing Cloud
    Zapier
    Salesforce Lightning
    Data Migration
    Visualforce
    Salesforce App Development
    Salesforce Service Cloud
    HTML
    Apex
    Business Operations
    Business Consulting
    API Integration
    Salesforce Sales Cloud
  • $35 hourly

    • 4.7/5
    • (70 jobs)
    Congrats! 🎉 If you are seeing my profile, it means I'm available. This rarely happens and I would love the opportunity to partner with you! Keep reading to learn about why I have LOVED working with clients on Upwork. 🌟 "Anna, is a terrific virtual assistant. I would gladly hire her again for any number of projects. I strongly recommend her and I would urge any company needing a true professional to consider her." - Bruce Wolk 🌟 "Anna is incredible—responsive, professional, and follows directions perfectly. I don't currently have enough of a need, but would work with Anna again in an instant. She's been an extremely valuable asset and has saved me a ton of time. Highly recommended!" - Kari Resting 🌟 "Anna did a stellar job helping me get my email inbox and our projects organized. She helped me think differently to create systems and processes that are more effective. She's experienced, thoughtful, and does a great job communicating. I'd highly recommend her!" – Greg Reid 🌟 "I enjoyed working with her very much...high quality teammate and hard working!" – Mary W. ✅ Over a decade of experience working with clients on a virtual platform ✅ Experience with organizing, managing and streamlining both personal and professional related projects My favorite project management tools include: ▪️Canva ▪️Slack ▪️Trello ▪️Asana ▪️MailChimp ▪️Wordpress Proficient in the following CRM platforms: ▪️Podio ▪️Insightly ▪️Basecamp & Asana Please feel free to view my 4 minute video to learn more about my past projects and background. Looking forward to working with you! Kindly, Anna Brown
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    Administrative Support
    Client Management
    Research & Development
    Social Media Marketing
    Customer Service
    Brand Consulting
    Scheduling
    Public Relations
    Content Moderation
    Microsoft Office
  • $20 hourly

    • 5.0/5
    • (32 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 you. 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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    Laravel
    PHP Script
    Lead Generation
    Ecommerce
    Ecommerce Theme Installation
    Shopify Plus
    WordPress Development
    MySQL Programming
    Dropshipping
    Shopify Theme
    Shopify Templates
    Theme Development
    Avada Theme Customization
    Responsive Design
    Elementor
  • $25 hourly

    • 4.8/5
    • (147 jobs)
    As a Certified Zoho Expert, we specialize in digital transformation and IT solutioning projects. We assist businesses in implementation, customization, integration, and data migration. With over 12 years of IT experience and 2000+ successful Zoho projects delivered, we are your go-to Zoho specialist. Our expertise spans various Zoho applications, including Zoho CRM, Zoho Books, Zoho Projects, Zoho Campaigns, and more. 𝘾𝙖𝙥𝙖𝙗𝙞𝙡𝙞𝙩𝙞𝙚𝙨 :- ✅ Zoho CRM ✅ Zoho Inventory ✅ Zoho campaigns ✅ Zoho Social ✅ Zoho SalesIQ ✅ Zoho Recruit ✅ Zoho Survey ✅ Zoho Books ✅ Zoho Campaigns ✅ Zoho Mail ✅ Zoho Reports ✅ ChatGPT Integration ✅ Zoho Flow ✅ Docusign ✅ Bubble.IO App development ✅ Softr.IO App development ✅ QuickBooks Integration. ✅Zoho PageSense and API Integration ✅ ViciDial integration with Zoho CRM ✅ LMS API Integration with Zoho CRM ✅ HTML Newsletter's ✅ BigCommerce Integration ✅ FreshDesk API Integration ✅ Zapier Integration ✅ Zoho V2.0 Oauth API Integration ✅ VOIP Integration ✅ Salesforce CRM Integration ✅ Hubspot API Integration We've helped numerous clients migrate to Zoho applications, offering customization, automation, and API integration services. Our deep functional and technical expertise ensures seamless integration and optimization of Zoho solutions. In the realm of Zoho, we offer comprehensive customization services, including module customization, automation tasks, integration with third-party apps, workflow setup, and analytics report creation. Here's why you should choose us: Amazing availability and English communication skills Proven track record of successful project delivery Customer success focus with a 99% customer retention rate One-stop-shop for digital transformation needs Dedicated account manager and weekly project reports Flexible engagement models and Agile methodology 99% timely delivery and customer satisfaction 24x7 post-delivery support and 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 Let's discuss how we can digitally transform your business with Zoho! Zoho CRM | Zoho Creator | Zoho Setup | Zoho Marketing Automation | Deluge Scripting | Zoho One | Zoho Certified | CRM Integration | Zoho Integration | Workflow Automation | Data Driven Decisions
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    Zoho PageSense
    Customer Relationship Management
    CRM Software
    Business Process Automation
    CRM Automation
    Salesforce
    Zoho Projects
    Zoho Desk
    Third-Party Integration
    Zoho Analytics
    Zoho Recruit
    Zoho CRM
    Zoho Books
    Zoho Creator
    Zoho Platform
  • $65 hourly

    • 4.9/5
    • (14 jobs)
    I've spent the last 10 years as a Project and Operations Manager in the music, tech, and financial industries. I specialize in marketing automation and creating efficient processes.
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    Jira
    Business Operations
    Gusto
    QuickBooks Online
    Travel Planning
    CRM Software
    Content Management
    Project Management
    System Automation
    ClickUp
    Shopify
    Scheduling
    Google Workspace
  • $30 hourly

    • 5.0/5
    • (142 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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    Email Communication
    Communications
    Customer Support
    Website Content
    Formatting
    Proofreading
    Marketing Strategy
    Travel Planning
    Copy Editing
  • $85 hourly

    • 4.7/5
    • (92 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
  • $50 hourly

    • 4.9/5
    • (74 jobs)
    There's nothing more expensive than a cheap Zoho implementation. 🤝Zoho Premium Partner 🏅 Winner of Alberta Regional Zoho Partner Award 9/10/23 ✅Available for work now ⏱️6 years with Zoho 💎Top Rated On Upwork 💯% Job Success ⭐ All 5 star reviews 💲Pricing for small and medium sized businesses 🏆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. 💻 Authorized Zoho Creator Partner for all your Custom Development and Automation needs. ----------------------------------------------------------------------------------------------------------- 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. 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

    • 4.8/5
    • (152 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
  • $17 hourly

    • 4.8/5
    • (314 jobs)
    Having 13+ years experience in Digital Marketing along with the Google Tag Manager, Google Analytics 4 (GA4), Looker Studio (Google Data Studio), Google Optimize, Google Ad Manager and many more:- Skills:- - ANALYTICS:- Google Analytics 4 (GA4) and Adobe Analytics (AA) - TMS:- Google Tag Manager (GTM), Adobe Launch, Tealium and many more... - eCommerce tracking - Shopify, Woocommerce and many more.. - Configure Goals/conversions in Google ads and Analytics. - Reporting Dashboard:- Looker Studio/Google Data Studio, Teablue, Power BI and many more... - Paid Ads:- Google Ads, Google merchant centre, Bing Ads, LinkedIn Ads, Facebook Ads, Twitter Ads, Amazon ads and many more... - Google Ad Manager and Adsence - A/B Testing: Google Optimize, VWO and many more. - SEO :- On page, and Off page SEO - Keyword Research - Automation Marketing and Email marketing :- MailChimp, Marketo, sales force, Microsoft dynamic and many more..
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    Google Optimize
    Adobe Target
    Google Tag Manager
    Facebook Ads Manager
    Digital Marketing
    WooCommerce
    Looker Studio
    Video Advertising
    Shopify
    Adobe Analytics
    LinkedIn Campaign Manager
    Microsoft Power BI
    Google Analytics
    Marketo
    Google Ads
  • $13 hourly

    • 5.0/5
    • (6 jobs)
    Hey I have 3 years of Experience working as a CRM database Admin/Tech Savvy VA/Data Analyst. Some Tasks that I have worked on are:  Keeping up to date Contacts, Leads, Opportunities and Projects  Maintaining and Creating departmental Ad hoc and KPI Reports.  Managing (CRUD) Insightly CRM. (Pipelines, Projects, Tasks and Fields)  Daily meeting – Accountability, policies, trainings, goals, task delegation  Managing Master KPI Spreadsheets  Creating/updating Pipelines and Activity Sets  Python automation, Validation of complex report and fuzzylookup. Implementing an approximate match algorithm with higher accuracy than excel functions.  Automation, Complex reporting through Python. Made long repetitive Business Optimization(BO) report and Scorecard to 10 min work having the same efficiency.  Weekly Reporting and analysis (Complex Scorecard every 2 weeks, KPIs)  Dashboards (Tableau) – Data Insights for Quarterly and Yearly performance and sales reports.  Cleaning and Standardizing data to integrate it with Data Cube.  Salesforce CRM – managing request, dealing and validating with clients’ accounts and assigned team or member.  SAP- extracting data of numerous SKUs.  Advance Excel- Data cleaning, Data Analysis, Reports and Dashboards. (VBA, Macros, Power Query, Power pivot)  Exploratory Data Analysis: comparing product sales deriving new data to compare better. Validating, Cleaning, standardizing raw data to relevant customer dataset.  Power BI:Data modeling (relationship), RDBMS: 9 various dataset normalized with keys. Gathered meaningful valuable trends.  Applying Inferential (Hypothesis testing) and Descriptive (outliers) Statistics. Moreover I am passionate and good at SQL, Powerpoint presentations and familiar with Web Server and E commerce (Amazon FBM) I have a Degree in Engineering - Mechanical. Thank you
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    Virtual Assistance
    Google Docs
    Slack
    Data Visualization
    Database Query
    Dashboard
    Salesforce CRM
    Insightly
    Data Analytics & Visualization Software
    Business Report
    Administrative Support
    Microsoft Power BI
    Microsoft Excel
    SQL
    Tableau
  • $175 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
    Zapier
    Marketing Automation
    Business Process Automation
    Pipedrive
    Airtable
    ActiveCampaign
    Email Marketing
    Autopilot
    Make.com
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