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Crm Jobs

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Hourly - Expert ($$$) - Est. Time: Less than 1 week, 10-30 hrs/week - Posted
i need an expert in security and zoho crm. I am sure that someone is having access to my data. Mainly because the users profiles are not very well done and possibly some hacking job at the moment This is urgent
Skills: Zoho CRM Internet Security
Fixed-Price - Expert ($$$) - Est. Budget: $200 - Posted
We have created an api that that triggers a selected html template to a pdf taking data from zoho crm. Lately has been pretty unstable and we cant find the reason why.
Skills: Zoho CRM
Hourly - Intermediate ($$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
We are a B2B wholesaler that sells to travel agencies, large corporate accounts (such as fortune 500 companies) and to exclusive deals with large luxury travel club members. What we need sugarCRM for: We have a team of inside and outside sales reps that solicit and cultivate travel agencies, corporate accounts and travel clubs.
Skills: SugarCRM Development
Hourly - Intermediate ($$) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
This includes but is not limited to, payment types, customer names, Employee names, Job types, Job titles ect… This database will need to be created to the below listed specifications. A hand Coded CRM is not necessary but the database needs to be read by a CRM that we can utilize. ... Functionality of Database CRM (Custom CRM not needed, utilize pre-developed CRM) • User friendly interface required • CRM will allow for direct access to DB • Create and monitor alerts and tasks related to business • Create and utilize Mail newsletters to be sent to clients (already in Database) (automated) • Will date and time stamp all tasks that are input into the system • Calendar system to monitor appointments • Create and automatically generate customer and job numbers for organization and efficiency Please only apply if you are confident in your abilities to complete this work easily and with excellent quality. ... Functionality of Database CRM (Custom CRM not needed, utilize pre-developed CRM) • User friendly interface required • CRM will allow for direct access to DB • Create and monitor alerts and tasks related to business • Create and utilize Mail newsletters to be sent to clients (already in Database) (automated) • Will date and time stamp all tasks that are input into the system • Calendar system to monitor appointments • Create and automatically generate customer and job numbers for organization and efficiency Please only apply if you are confident in your abilities to complete this work easily and with excellent quality.
Skills: CRM CSS HTML JavaScript
Hourly - Entry Level ($) - Est. Time: More than 6 months, Less than 10 hrs/week - Posted
I am a partner in a web design business and I am not great at finding potential referral partners to call. I am looking for someone to log into my CRM system (pipedrive) and input information learned from googling industries that have overlap with web design, for instance SEO providers, ad agencies, full service agencies. ... I would like you to take the information and input it into my CRM so I can call them and build relationships. I would like the person to be able to login to my LinkedIn and see if I have any connections that I can reach out to before cold calling the potential partner.
Skills: CRM Data Entry Google search Internet research
Fixed-Price - Intermediate ($$) - Est. Budget: $2,000 - Posted
Project Description Basic Pardot Quick-Start Installation with standard deliverables include: PROJECT PLANNING •Dedicated Implementation Specialist •Project Management Tool Setup (MS Project, Basecamp or similar) •Project Kick-Off Meeting •Customized Implementation Plan SALESFORCE.COM CRM INTEGRATION •Install the Pardot Connector Package/Bundle •Lead and Contact Page Layouts Updated •Mapping Lead Fields to Contact Fields •Mapping CRM Custom Fields to Pardot Custom Fields •Mapping Users and Single Sign-On TECHNICAL SETUP •Implement Website Tracking Code to Log Visitor Activity •Create Vanity Tracker Domain (CNAME) for Branded Pardot Hosted Links •Implement Email Authentication for Email Deliverability Optimization MARKETING ASSET & INTEGRATION SETUP •Email Template Setup •Form / Form Handler Setup •Landing Page Setup •Automation Rule Setup •Drip Program Setup •Database Import •Add-Ons & Connectors Setup •Dedicated Email IP Setup •Site Search Integration Setup ... Project Description Basic Pardot Quick-Start Installation with standard deliverables include: PROJECT PLANNING •Dedicated Implementation Specialist •Project Management Tool Setup (MS Project, Basecamp or similar) •Project Kick-Off Meeting •Customized Implementation Plan SALESFORCE.COM CRM INTEGRATION •Install the Pardot Connector Package/Bundle •Lead and Contact Page Layouts Updated •Mapping Lead Fields to Contact Fields •Mapping CRM Custom Fields to Pardot Custom Fields •Mapping Users and Single Sign-On TECHNICAL SETUP •Implement Website Tracking Code to Log Visitor Activity •Create Vanity Tracker Domain (CNAME) for Branded Pardot Hosted Links •Implement Email Authentication for Email Deliverability Optimization MARKETING ASSET & INTEGRATION SETUP •Email Template Setup •Form / Form Handler Setup •Landing Page Setup •Automation Rule Setup •Drip Program Setup •Database Import •Add-Ons & Connectors Setup •Dedicated Email IP Setup •Site Search Integration Setup
Skills: CRM Email Marketing Lead generation Salesforce.com
Hourly - Intermediate ($$) - Est. Time: 1 to 3 months, 10-30 hrs/week - Posted
We are adopting Zoho CRM, and we have a number of automated processes that we would like to integrate into the platform, as well as a lot of customization. ... We would need you to set up the processes and show us how to fine tune them going forward. Training in the flow of data through the CRM would be helpful as well. We have a mind map of our ideas as to the things we would like to have done, and will share this via email.
Skills: Zoho CRM Zoho Creator
Hourly - Intermediate ($$) - Est. Time: More than 6 months, Less than 10 hrs/week - Posted
Looking for a Zoho Recruit Expert to help customize and set up the system to meet the needs of our company and provide ongoing support.
Skills: Zoho CRM
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