Crm Jobs

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Fixed-Price - Intermediate ($$) - Est. Budget: $500 - Posted
Without going deep in a pocket for the development cost, I need a one shop solution for the following business record management and someone who can set it up. Business Type: Plaintiff Financing--- in exchange for the security interest on the proceeds from the injury case settlement, the injured plaintiff request a lender to provide an advance loan that should be eventually repaid with an interest from the settlement of the injury lawsuit. The interest on the loans to the customer is a deferred interest, and due on the repayment and fluctuates depending on the actual duration of the loan at repayment. Company: Eventually three partners, two of which (45%/45% shareholders) are passive partners that are funding both the advances that are made plus the operating cost of the company. Third partner is a minority shareholder acting as a head of operations/ new business developer. For his new business development services the third partner (10% shareholder) is entitled to earn the commissions that equal to 10% of any advance that was made via his channels, 5% at origination and 5% when loan is repaid. At the beginning the business is not expected to generate many advances and two passive partners agreed to advance a certain salary to the third partner that will draw against his commission earnings. Passive partners will charge the entity 15% annual interest on all the money that they invest into the company whether these are loans made or operating expenses (including third partner’s salary). Company intends to originate 2 to 5 loans daily funded by the passive partners. Interest to the passive partners must accrue on per-diem basis from the date of finding of each advance. On daily basis the balance sheet must be pulled and it must show the components of the loan portfolio where passive partners’ money is utilized. Sheet must include the loan number, the loan amount, the funding date, the interest accrued as of that date, the commission that might be due at repayment. Also, loans are being repaid chaotically without a specific due date, and the proceeds received for any specific loan must first be applied against the outstanding accrued but unpaid interest on the entire portfolio and whenever the repayment schedule catches up with all of the outstanding unpaid interest it must start getting applied against the loan that had the earliest funding date. Despite certain loans being factually paid-off sooner, on the overall portfolio records it may be satisfied later; however the salesman’s exit commission must be paid on a factual satisfaction date. If the proceeds from the satisfaction of loans catch up as quickly as reaching the loans that are technically unpaid but the loan is the oldest on the books, then the proceeds must be applied against the principal of that technically open balance loan, and from being a liability owed to investors it must be converted into company’s asset. Upon eventual repayment of this loan that became company’s asset the proceeds may be split by shareholders. The loan origination includes a review of certain loan documents, and the solutions must provide an ability to scan such docs and electronically store them within a specific loan’s profile. Electronic loan profile must include an ability to add further notes. Obviously the solution must be a cloud based. Data entry by the staff, and modification by the admins. Practically it needs to be a hybrid of an accounting, loan servicing, investor relations servicing and record management platforms. I’m guessing the Salesforce may have something like this, but I need an expert to quote me for either modifying existing solutions to suit or possibly creating something that would work for my needs. Hope I explained the objective clearly, if not please ask the questions. Project will require an ongoing support upon setup, please include it in your quote.
Skills: CRM Account Management Accounting Accounts Payable Management
Hourly - Expert ($$$) - Est. Time: Less than 1 week, 10-30 hrs/week - Posted
Looking for an experienced Exact Target Developer. Will be working with our in-house team to create 1) Data Extensions 2)SQL Query Interactions 3)Automations. Looking to clean up our in-house ET Programs and Migrate to Automation. Improve the way we set up suppression and prioritize email sends. On going Ad-Hoc projects possible. Looking for real expertise and bona fide experience.
Skills: CRM ExactTarget SQL
Hourly - Expert ($$$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
Multiple SugarCRM Reports needed for a client. Ongoing work creating and running reports from SugarCRM. Must be available in for work or consultation in PST working hours 9 am to 5 pm Pacific Standard Time.
Skills: SugarCRM Development
Fixed-Price - Intermediate ($$) - Est. Budget: $150 - Posted
We are looking to hire full time or part time sales associates. Our business provides credit card processing services to businesses across the country. We allow them to accept credit cards with equipment ranging from credit card terminals to point of sale systems. Sales associates are given an up front bonus of $150.00 per deal closed and will receive monthly residual income off of each account(average is $20/month/per account). Anyone can excel at this business with the necessary passion and dedication.
  • Number of freelancers needed: 5
Skills: CRM Call Handling Cold calling Lead generation
Fixed Price Budget - Intermediate ($$) - $5 to $5,000 - Posted
Looking for a developer to create a module loadable package for installation in a SugarCRM application that will use the GoToWebinar API to perform the following: - Get scheduled Webinars and create records in SugarCRM (in a custom module) - Get list of registrants and all registration information and create records in SugarCRM (in a custom module) - Update registrant records in SugarCRM when certain actions take place: --- Unsubscribe --- Changes from Registrant -> Attendee --- Cancellation of registration SugarCRM API Docs: GoToWebinar API Docs:
Skills: SugarCRM Development API Development MySQL Programming PHP
Hourly - Entry Level ($) - Est. Time: More than 6 months, Less than 10 hrs/week - Posted
I need someone to help me with ActiveCampaign. Mostly setting up automations, building emails (from existing templates). If you've worked with Zapier before also this is a big advantage. Here's the job: I'll give you a sketch or flow diagram of the automation or the email layout I need you to build and I need someone who can create this in ActiveCampaign for me. Please only apply if you've used ActiveCampaign in the past. Good English is a must. Someone who gets it right first time is also who we are looking for. This will be a long-term assignment for the right person. When applying, please tell me about your experience using AC. Thanks Skye
Skills: CRM Administrative Support Automation Marketing Automation
Hourly - Expert ($$$) - Est. Time: 3 to 6 months, Less than 10 hrs/week - Posted
We are a cloud advisory and technology service company launching a new CRM service offering. We need a telesales specialist to assist us with the educational efforts to a list of prospects. ... The call will address questions and to move forward with an agreement. You will be required to utilize our Microsoft CRM system to document calls and outcomes. We will provide training if needed, but you will need to be comfortable working with CRM technology. ... We will provide training if needed, but you will need to be comfortable working with CRM technology.
Skills: Microsoft Dynamics CRM B2B Marketing Lead generation
Hourly - Intermediate ($$) - Est. Time: 3 to 6 months, Less than 10 hrs/week - Posted
I have a CRM called imis 20-300 you can see here I need support and daily items from the CRM, which includes creating/modifying Crystal reports, excel reports, SQL Queries, Database and CRM administration. ... I have a CRM called imis 20-300 you can see here I need support and daily items from the CRM, which includes creating/modifying Crystal reports, excel reports, SQL Queries, Database and CRM administration.
Skills: CRM .NET Framework ASP.NET SAP Crystal Reports
Fixed-Price - Expert ($$$) - Est. Budget: $100 - Posted
I am looking for manufacturer in wood-, steel- , food- and chemical industry from Eastern Europe - especially form Serbia. I am looking for a long-term coopeartion on order to import the goods here in EU. Also I have many contacts to potential buyer- worldwide. I accept just seriuos and quality information/contacts I will pay just by success. Thank you ! brgds, Dragan
  • Number of freelancers needed: 24
Skills: CRM Business Analysis Business Development Business Management
Hourly - Expert ($$$) - Est. Time: Less than 1 week, 10-30 hrs/week - Posted
. -- Critically evaluate information from multiple sources and clearly indicate quality of final analysis Minimum Qualifications: 2-5 years of experience in Process Mapping 2 + years of experience with CRM, scheduling, human resource and payroll systems 4 Year degree in an applicable field Excellent written and verbal communications skills Excellent organizational skills Desired Qualifications: 3-5 Years of consulting experience Certified Business Analysis Professional (CBAP) certification Experience within Medical, Home care or Health and Human Services
Skills: CRM Business Analysis Business Modeling Data Analytics