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Fixed-Price - Entry Level ($) - Est. Budget: $5 - Posted
Dear Upworkers, we need to enter invoice and payment data into our zoho books account for approx. 300-500 invoices. Therefore, we look for someone taking over the data entry. You will obtain collection of scanned invoices and payment documents (e. g. payment slips). These invoices, document as well as the contained information will need to be entered into our zoho books system. This task is basically constituted of two sub-tasks: (1) Entry of invoice data - Select or enter (if not already available in the system) the supplier - Enter the invoice number - Enter the invoice date - Enter the invoice due date (if applicable) - Enter the invoice items incl. the categorization of the expenses in the available categories The tax amounts - Upload the invoice pdf - Attribute and upload any related documents to the invoice (e. g. payment slips, payment reminders, etc.) (2) Entry of payment data (if available) - Entry of the payment amounts (possible in payment installments) - Entry of payment date - Entry of payment method (credit card, t/t, etc.) - Entry of payment account (Bank names, etc.) - Entry of payment reference if available (on the payment slips. IMPORTANT: We are a Hong Kong Company and some of the documents are in Chinese. It would thus be of help if you can read Chinese. We would appreciate a fee per data entry (e. g. USD per invoice) as we do not know the exact amount of invoices. The project shall start in June. Best, Fabian
Skills: Zoho CRM Accounting Chinese
Fixed-Price - Intermediate ($$) - Est. Budget: $500 - Posted
Looking for experienced CRM person skilled in CRM systems and with a deep understanding of process and workflow to advise us on best use of Zoho CRM for our business.ZOHO/ CRM. ... Looking for experienced CRM person skilled in CRM systems and with a deep understanding of process and workflow to advise us on best use of Zoho CRM for our business.ZOHO/ CRM. We have an online business and offer products to the marketplace for career development. ... An integrated system to cover all elements of email capture, contact capture , follow up and funnel management. We are looking to you as the CRM expert for advise and guidance on how best to use and implement a complete solution for our business.
Skills: CRM Business Analysis Email Marketing Lead generation
Fixed-Price - Expert ($$$) - Est. Budget: $500 - Posted
We are small Technical startup based out in USA and India. We are looking Sales executive who can help us to build our sales pipeline in USA ,Europe and any other countries. We need a person -who is self motivated, Performer and have a hunger to grow in very target oriented startup. Exp:2-3 years minimum technologies exp: Opensource,Oddo,ERP,Mobile application,ASP.net Target Area expertise: USA and Europe Qualification: BTech/MBA or equivalent We really need sales executor. Responsbilities: Services existing accounts, obtains orders, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets and other factors Adjusts content of sales presentations by studying the type of sales . Focuses sales efforts by studying existing and potential volume of territory and clients Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses. Looking forward to work with you guys.
Skills: CRM ASP.NET Business Development Marketing strategy
Fixed-Price - Entry Level ($) - Est. Budget: $100 - Posted
Hi there, I'm looking for someone to help finish off my Dynamics CRM 2016 server setup for front facing deployment and help ensure my Win Server 2012 is all setup ok. ... Hi there, I'm looking for someone to help finish off my Dynamics CRM 2016 server setup for front facing deployment and help ensure my Win Server 2012 is all setup ok. CRM Server workgroup is setup and works locally, but I can't config the claims-based and front facing. ... I have Hyper-V running 3 servers. Hyper-v ser1 - CRM, IIS (I can't get this IIS to connect to the other servers) Hyper-v ser2 - SQL Hyper-v ser3 - ADFS, ADCS This is all quite new to me so it's difficult getting my head around things like Certificates.
Skills: Microsoft Dynamics CRM Active Directory DNS Microsoft Hyper-V Server
Fixed-Price - Expert ($$$) - Est. Budget: $1,500 - Posted
We sell furniture. We have an existing wordpress website. WooCommerce installed and products created in it (however we are not currently actively doing e-commerce). INTERIOR DESIGN PROJECT - PAGES What we need is to add a new content type to our site. Interior Design Projects. These pieces of content need to be able to categorised into two types of interior design, Residential or commercial. We also need to be able to relate products to a specific interior design project. On an Interior Design project page we need a scrolling carousel to appear showing the individual pieces of furniture that have been used to create a particular interior design. There should also be another carousel showing more Interior Design Projects of the same category (ie, residential / commercial). PRODUCT - PAGES We currently have existing product pages. However we need them modified so that when a customer views the page they will see a scrollable carousel of all the interior design projects that have used the specific product/piece of furniture currently being viewed. COMMERCIAL INTERIOR DESIGN - Page Landing page for the Commercial interior design type (exists already). We need to add a scrollable carousel of interior design projects which have been categorised as commercial projects. RESIDENTIAL INTERIOR DESIGN - Page Landing page for the Residential interior design type (exists already). We need to add a scrollable carousel of interior design projects which have been categorised as residential projects. *All of the above pages will need to include a Popup form to request an appointment with one of our interior designers. Please see attached images.
Skills: CRM Microsoft Dynamics CRM
Fixed-Price - Expert ($$$) - Est. Budget: $1,000 - Posted
We need a email marketing content creation expert to write a series of 20 email campaign email contents to be launch over a 6 months period. There are a series of 10 different themes of our company's products. We need 2 versions of each email campaign for A/B testing. Please review www.IronYun.com website for our product descriptions. These web pages will be the basis for the email content.
Skills: CRM Email Deliverability Email Etiquette Email Handling
Fixed-Price - Intermediate ($$) - Est. Budget: $5 - Posted
We do not use zoho, this is a personal account that I am using and want to keep all company information in one location as it will end up being their IP should I ever leave. The CRM solution they have is not adequate for me to do my job and I know that Zoho will give me exactly what I need, along with the excellent integration with outlook plugin. 1.
Skills: Zoho CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $250 - Posted
Es decir, es un proyecto de ventas y requiero obtener información de varios prospectos, por lo que la persona obtendrá una lista de empresas y deberá comparar esa información contra una base de datos y posteriormente poner los datos en un CRM (Zoho). Adicionalmente es necesario que investigue información en Internet de cada prospecto (persona de contacto y teléfonos).
Skills: CRM Data Entry Spanish
Fixed-Price - Intermediate ($$) - Est. Budget: $250 - Posted
Es decir, es un proyecto de ventas y requiero obtener información de varios prospectos, por lo que la persona obtendrá una lista de empresas y deberá comparar esa información contra una base de datos y posteriormente poner los datos en un CRM (Zoho). Adicionalmente es necesario que investigue información en Internet de cada prospecto (persona de contacto y teléfonos).
Skills: CRM Data Entry Zoho CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $20 - Posted
Hi, We are looking for someone with proven expertise in Salesforce development. Context: We have developed in the past various triggers to customize the way that Salesforce works for us. One of these triggers is a Lead Auto Convert that automatically creates a contact from the information that we gathered in our Web-to-lead forms inserted in Wordpress. The other main APEX Trigger is the one that establishes a hierarchy of Status and the overriding of some fields. Now, these triggers are giving us some problems that we need to fix. A complete review and possible optimization of all the apex triggers that we have will be needed. 1) Code Coverage Error - In this case we tried to make a simple change in the trigger (changing one simple text in the name of one region) but trying to do the deploy we received a Code Coverage Error. Code Coverage Failure Your organization's code coverage is 45%. You need at least 75% coverage to complete this deployment. Also, the following triggers have 0% code coverage. Each trigger must have at least 1% code coverage. customizationOnLeadConvert We need an explanation and a fix for this kind of errors. 2) Other deployment errors - When we do a deploy, we run the default tests and everything goes smoothly (except the first point stated) but if we select the option run all tests we receive more errors, mainly associated with other tools installed in Salesforce. Image attached. 3) Data Import Wizard error - When we try to use the Data Import Wizard, we receive the following error CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:leadAutoConvert: execution of AfterInsert caused by: System.DmlException: ConvertLead failed. First exception on row 5; first error: REQUIRED_FIELD_MISSING, accountId must be specified if contactId is not null: [Id] Trigger.leadAutoConvert: line 68, column 1:— - Thus, preventing us to use this functionality. 4) Bulk upload query limit - Regardless the error stated above, we know that we have a limit of 100 SQL queries to be done at once but we read that it is possible to surpass this limit using a asynchronous method that run the queries in intervals... We need a explanation to know how to do this as we need to do important bulk uploads sometimes.. CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:leadAutoConvert: execution of AfterInsert caused by: System.DmlException: ConvertLead failed. First exception on row 49; first error: UNKNOWN_EXCEPTION, System.LimitException: Too many SOQL queries: 101 Trigger.customizationOnLeadConvert: line 24, column 1: [] Trigger.leadAutoConvert: line 68, column 1:-- Thanks.
Skills: CRM Salesforce Apex Salesforce App Development Salesforce.com