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Customer Relationship Management (CRM) is the art of using technology to simplify the management of customer connections and the data related to them. CRM solutions often use a combination of sales and marketing automation systems, inventory management systems and CRM databases to boost sales and improve customer service. On Upwork, the world’s largest online workplace, you’ll find CRM consultants who can manage customer relationships for businesses and professionals around the world.

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On average, 153 CRM projects are completed every quarter on Upwork.


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Last updated: October 1, 2015
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Vanessa Alberca

Vanessa Alberca

Technical Support (Voice,Chat,Email)/Data Entry Professional/Researche

Philippines - Tests: 9

I have an experience working as a customer service that includes billing, sales, retention and collection representative on 2 of the biggest US Internet Service Provider and also as a Level 2 Technical Representative handling both business class customers and residential account since January of 2009. Data Entry, Inbound Sales, Information Research, Billing Related concerns, Handling escalation request and Network Issue and computer related connectivity problems are my working skills. My expertise are on tool navigation and those are Microsoft Word, Powerpoint and Excel, CRM, Salesforce and other application used to troubleshoot network and computer related problems. My primary goal is to achieve customer satisfaction and great customer service experience through a job well done.

Groups: Pro Customer Service

$4.00 /hr
0 hours

Alexandru Boghean

Alexandru Boghean

Salesforce/ CRM Expert, Salesforce Certified Developer

Romania - Tests: 1

Salesforce Certified Developer and Configuration Specialist with 4+ years of experience in administrating, configuring, developing, reaching the client's needs on lots of Salesforce and Intacct projects. Work description: - responsible for maintaining the functional areas of data management, accounts, contacts, leads, campaigns, opportunities, quotes, dashboards and reports etc; - implemented new enhancements including creation of custom objects, workflows, email alerts and templates, and campaigns; - managed territories and forecasting - developed and maintained Visual Force pages(simple pages with just an 'action', customized with Javascript/jQuery, CSS, and AJAX, custom wizard pages, online payments with Credit Cards, etc.), batch-able and schedulable classes; - integrated to other third party solutions (like Intacct, EchoSign, Google Calendar, Google Maps, - worked on managed packages for AppExchange market - performed analysis on many projects and provided technical documentation

$80.00 /hr
117 hours

Christopher G.

Christopher G.

I.T Professional / Desktop & iOS Device Technician

Philippines - Tests: 13

I aspire to secure the position of a I.T Professional where my 8 years of experience and knowledge in software installation, hardware installation, networking, troubleshooting, internet configuration, iOS Device troubleshooting, documentation, data controlling, data entry and data migration can be put to use within a company for achieving it's goals and targets.

84% Job Success
$5.00 /hr
7,306 hours

Zeeshan Ahmed

Zeeshan Ahmed Agency Contractor

Dynamics AX 2012 Expert Developer

Pakistan - Tests: 4 - Portfolio: 6

An experienced Dynamics AX 2012 Technical Architect and Developer having 8+ years of experience on Dynamics AX implementation, customization and development. Had done number of implementations of Dynamics AX 2009 / 2012 and CRM for different business sectors like Real Estate, Internet Service Providers, Engineering, and Transportation. Also have International experience of working with the clients in Middle East, USA, Canada, Australia and UK. Technical expertise 1. Installation and Configuration 2. Developing new modules or business process in Dynamics AX 3. Designing new workflows and SSRS reports 4. Enterprise portal development and Enhancements 5. Dynamics AX integration with 3rd party applications Functional Expertise 1. Project / Service Accounting 2. Financials 3. Trade & Logistics Also have expertise on Dynamics CRM 4.0 / 2011 / 2013 , SharePoint and ASP.NET development.

Associated with: Dynamers

73% Job Success
$33.33 /hr
335 hours

Sonia Sharma

Sonia Sharma

Salesforce Adminstrator


• Certified Administrator with total 4 years of experience in Presently working in VMware internal user community for SFA, PRM and custom solutions built on platform. • Experience in Designing, Implementing, Configuring, Customizing and Administrating CRM. • Working with Business owner and SFDC Developer for smooth implementation of requested enhancement or system error. • Hands on experience in Analytics, creation of reports, custom report type and dashboards in • Testing, Training and Documentation for user adoption of new and existing CRM functionality. • Data Quality monitoring, managing and updating with dashboards and Apex Data Loader. • Managing Partner Relationship Management (PRM), end-to-end Implementation of PRM, including user adoption, business features, data management and customer support. • Creation of Objects, Fields, Record Types, Workflows, Approvals Processes, Escalation rules, Assignment rules, Validation rules, Sharing rules, Custom Page Layouts, Custom Fields, Cases Management, Data Maintenance and other standard functionalities • Implementation, Configuration, Customization, Integration, Data Loader Designing and Improving User Management, Data Management and Support Management process. • System Analysis with cross functional teams for Business and system issues. • Managing Security Model of as developed. Business Analyst, Business Application Support • Working as Administrator for CRM, PRM and customized solution built on platform. • Working as Administrator with respect to Sales operationss. • Drive end-to-end effectiveness of, including lead management, revenue forecasting, pipeline visibility, data management and customer support. • Identify and develop dashboards and reports across the entire sales cycle. • Ongoing management and maintenance of CRM implementation, including user administration. • Designing and implementing upcoming changes and enhancing existing functionality. • Serving primary point of contact for those who require maintenance, configuration and enhancement. • Security and User Management through role and profile, case management deployment. • Data Management with Data Loader and Apex Explorer, Territory Management with DRM and iLog. • Partner test account creating, partner role and profile Management, content delivery to partner through group admin. • Coordinating with cross functional team for process enhancement and implementing in SME for Territory Management system implemented with the help of DRM and iLog. • Managing integration with other systems like DRM, iLog and Oracle EBS

$15.00 /hr
0 hours

Chamille A.

Chamille A.

I Can Get It Done

United States - Tests: 4 - Portfolio: 1

I am an experienced Saleforce.Com Certified Administrator (2008,2012) I also love data entry, database administration, customer service and writing. My Type A personality makes my work virtually error free and my attention to detail and ability to multitask make for great work done quickly. I am also a beginning developer learning HTML, CSS AND Javascript.

$16.00 /hr
5 hours

Yogesh C.

Yogesh C.

Web Developer, Designer, Software Test Pro

India - Tests: 3 - Portfolio: 3

We Y&G Technologies & Consultants are very good experienced Team. We are into: 1. Web Design & Development 2. Product Development 3. Software Devepment 4. iPhone & Android Apps Development 5. Software Testing Services 6. ITES Services We are having very good team who has worked in their respective area more than 4-5 years. They have chased exellence in the respective area. We are here to deliver the quality solutions with the utmost satisfaction.

Groups: Lisnagol | DIRECT™,

$19.00 /hr
0 hours

Candace M.

Candace M.

Administrative/Customer Support Specialist

United States - Tests: 2

Offering over ten years of customer service in person, by phone, by email, or by fax, I focus on the customer in order to give them an exceptional customer experience. By helping solve the customers' problems and building a long-term relationship, it benefits the company as well as the customer. Expert in all facets of customer relations. Trustworthy with confidential information. Provide excellent, quality service producing a high level of customer satisfaction. Flexible to changing situations. Goal-oriented and self-disciplined in order to achieve my goals.

$15.00 /hr
0 hours

Aftab Ahmed

Aftab Ahmed

Expert Outbound Sales, Appointment Setting & Data Entry Expert

Pakistan - Tests: 1 - Portfolio: 2

I am an energetic individual with 1 year experience and vast understanding of a diverse range of activities related to telemarketing, customer services & Data Entry. I am expert in outbound sales, appointment setting & Data Entry also. I have done Master of Business and Administration (MBA in finance) with major subjects Financial accounting, Financial Management, Cost Accounting, Human Resource Management, Money & Banking, Mathematics and Economics. I am looking for a good opportunity to work in a progressive environment.

$3.33 /hr
0 hours

Le cecile D.

Le cecile D.

Excel Expert/Marketing Analyst/Data Encoder

Philippines - Tests: 5

I am a Marketing analyst with over a year experience in the field and with over 4 years experience total being a workforce analyst. Anxious to provide service in statistical analysis and other areas such as data analyst and customer service and support. I am currently working as a Marketing Analyst Supervisor and have a previous experience as workforce analyst, specifically working on schedules, and data analysis. I have an advance proficiency in MS Office especially Excel. I have experienced using the following CRM; Salesforce Oracle Incontact

100% Job Success
$7.78 /hr
2,353 hours