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Crm Jobs

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Fixed-Price - Entry Level ($) - Est. Budget: $100 - Posted
I need to create a custom button in Zoho CRM (enterprise) to email several fields of information to a specified email address, and then update a field with the current date. ... I need to create a custom button in Zoho CRM (enterprise) to email several fields of information to a specified email address, and then update a field with the current date. This is done using Zoho CRM's DeLuge scripting. For someone with experience, this should take only a short time.
Skills: Zoho CRM
Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
We have a business resicert.com We have been using Ontraport for over 6 years and have a high level of automation which has been built over that period. We now operate 3 separate Ontraport accounts which provide a separate function - over 50000 contacts. What we require is the following: 1. We need our contacts to be grouped into predefined market segments 2. For each segment we are required to map out a marketing and email flow - this will involve reviewing our existing communications 3. Once the email plan and flow has been determined it will then be necessary to build the appropriate sequences, emails etc so that they can be set to go 4. Monitoring the statistics and success of our email campaigns and flow 5. Controlling the outflow of emails to a predefined calendar It essential that you have previous hands on experience using Ontraport to do what has been outlined above.
  • Number of freelancers needed: 2
Skills: CRM Automation Email Marketing Marketing strategy
Hourly - Intermediate ($$) - Est. Time: Less than 1 month, 10-30 hrs/week - Posted
Discover and then complete of work to support website lead capture and integration with Zoho CRM. Review existing screen layouts, and fields for the Contacts and Accounts modules. ... Custom training for all staff involved in Inventory related activities. Custom Training on the use of Zoho CRM Activities which includes Tasks, calls, and Events.
Skills: Zoho CRM Zoho Creator
Hourly - Intermediate ($$) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
Research Internet, Social Media profiles, and provide contact information for small to midsize insurance companies in the following US states: North Carolina, South Carolina, Georgia, Virginia, Florida Name of Insurance Agency or Company Address(Corporate and Site Location) Contact Name (Office Manager, Site Supervisor, Regional Director, Decision maker) Phone(Contact and Main 800 number) Email Website Social Media (Facebook, Twitter, Instagram) Information must be entered into provided google sheets format Google Apps Zoho CRM Successful Work could lead to additional projects.
  • Number of freelancers needed: 3
Skills: Zoho CRM Administrative Support Data Entry Google Apps
Hourly - Entry Level ($) - Est. Time: 3 to 6 months, Less than 10 hrs/week - Posted
Your Role: Act as a technology sales associate to contact leads regarding our internet services (web hosting, email hosting, web & email security, data connections). Enter contacts into the CRM system (procedure provided). We pay referral fees paid based on the number of contacts entered. ... Pass the customer relationship management to us or make commission on the recurring profit as long as you choose to maintain the client relationship and document all contact in the CRM system. Resources: Access to the CRM system to manage contacts and opportunities, including email communications and call logging Company email account Printed and digital sales collateral Sales and Service Education An initial training session would be required, but beyond that you can choose to work independently or engage our team for additional training regarding the services or sales techniques.
Skills: CRM Cold calling Customer service Data Entry
Hourly - Intermediate ($$) - Est. Time: 1 to 3 months, 10-30 hrs/week - Posted
Looking for someone to do the following tasks: 1) Research creative agencies, ad agencies, or digital agencies in a specific region and add to Agile CRM 2) Identify management or decision makers at these companies and add to Agile CRM with contact info (LinkedIn, email, phone, etc.)
Skills: CRM Lead generation
Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
1) Work with our specs to customize the front-end views and forms in our MS Dynamics CRM system. 2) Develop and test program and programming modifications; Write testing plans for others to test your work 3) Build a few customized reports for MS Dynamics. 4) Train our team on Microsoft dynamics features and functionality. 5) Provide on-going support, maintenance & guidance as we enhance the system with future features, etc. 6) Customize an existing Dynamics CRM online system by updating forms, troubleshooting various issues and perfecting API to QuickBooks. 7) Must have knowledge of not only Dynamics online but how it integrates to Office 365 (Exchange, Onedrive, etc.) ... 1) Work with our specs to customize the front-end views and forms in our MS Dynamics CRM system. 2) Develop and test program and programming modifications; Write testing plans for others to test your work 3) Build a few customized reports for MS Dynamics. 4) Train our team on Microsoft dynamics features and functionality. 5) Provide on-going support, maintenance & guidance as we enhance the system with future features, etc. 6) Customize an existing Dynamics CRM online system by updating forms, troubleshooting various issues and perfecting API to QuickBooks. 7) Must have knowledge of not only Dynamics online but how it integrates to Office 365 (Exchange, Onedrive, etc.)
Skills: Microsoft Dynamics CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $1,200 - Posted
We have a need to be able to send a View/Filtered List/Query of Contacts from Zoho CRM to Google Maps or some other mapping software and drop pins on the map of that list. 1. ... We have a need to be able to send a View/Filtered List/Query of Contacts from Zoho CRM to Google Maps or some other mapping software and drop pins on the map of that list. 1. Need to have experience with Zoho CRM api 2. would like to have it go to Google as that is what clients are familiar with but could be a different mapping program. 3.
Skills: Zoho CRM Google Maps API
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