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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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James Sta-Maria

James Sta-Maria

Salesforce CRM Administrator & Audio/Visual Production


Over 5 years+ Salesforce Administration and Business Process Experience working with various business implement and customize their CRM platform. Over 15 years audio visual production experience ranging from vocal recording, audio production/remixing, video editing and photography. I like to use creativity and logic to overcome problems. Think outside the box!

$44.44 /hr
0 hours

Mellissa Rempfer

Mellissa Rempfer

Income Development Coach, Business Development, and Trainer

United States - Tests: 2

Everyone in business is looking to maximize their resources whether it is time or money. I walk the talk and help people grow in areas that they are weaker or need an extra set of hands. Whether it is a quick few hours to a long term project I bring all of my skill sets to bring out the best results for you. I can oversee and manage projects or develop a new program, training, or product. I can also help and take the burden of doing the time consuming tasks that drain or tax your capacity. Feel free to contact me. 25% of all my contracts get donated to charities.

$50.00 /hr
51 hours

Gyanendra Kumar

Gyanendra Kumar

PMP, Six Sigma Green Belt

India - Tests: 2 - Portfolio: 2

Certified Project Manager (PMP) with over seven years of experience and progressive leadership in one of the largest IT firm in India. Full exposure to both the Public and Private sectors including IT, Telecom, Banking, Finance, Government & Defense. I write technical proposal, project implementation plan, business plan, market strategy, whitepapers and related articles. Six Sigma Green Belt with proficient in Agile, Earned Value Management, Capital Planning, CPIC, Strategic Planning, Budget Analysis, and Risk Assessment. Expert in Enterprise Managed Services, Cloud Infrastructure, IT Security & RFID implementation. Additionally certified as Lead Implementer for ISO 9001:2008, AS9100:2009 and ISO/IEC 27001:2005 as well as certified lead auditor for ISO 14001 and ISMS consultant. ########################My Offerings:########################### RFP & PROPOSALS '''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' * RFP/ RFI/ EoI preparation * RFP / RFI / EoI Response preparation * Consultancy to Banking, Finance, Government & Defense Sectors * Commercials & Budgeting * Grant Writing Proposals * Business Planning * Technical Writing PROJECT MANAGEMENT (Banking/ Finance/ Telecom/ Govt./ Defense) ''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' * Team Building with JD preparation * Technical Interviews for Recruitment * High-level/ Low-level Designs * Budgeting * Planning/ tracking/ dashboards preparation * Team reviews CONSULTANCY ''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' * ISO implementation * Industrial Management Practices * IT Security Policies * Business Process Standardization * NMS/EMS tools stack of IBM / HP / BMC * Transaction Monitoring Middlewares * ERP/CRM Consultancy ERP-CRM-ACCOUNTING PLATFORMS '''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' * OpenERP * Adempiere * Openbravo * SugarCRM * SalesForce * ZOHO * Tally * GnuCash * Quickbooks BRANDING & ADVERTISING ''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' * Product Marketing * Powerpoint Presentations & Demo * Advertising Campaigns * Marketing Videos using camtasia * Technical Writing * Datasheets preparation * Market Research * Product Reviews * Article Writing * Blogs & SEO

77% Job Success
$38.89 /hr
440 hours

Simon peter 'paolo' D.

Simon peter 'paolo' D. Agency Contractor

Content Moderator - Recruiter - Administrator

United Arab Emirates - Tests: 18 - Portfolio: 10

There is an old saying, “Jack of All Trades, Master of None, is Oftentimes better than a master of one…” From its full application, this quote justifies the diverse talents that I posses from all the jobs I have worked on, both online and offline. My professional career started as a Partner of a small restaurant in the Philippines wherein I was able to utilize my management & accounting skills. I learned how to handle people and manage budget in order to properly run the business and maintain profitability. When we decided to liquidate the business, I got an opportunity in the Call Center Industry where I started as an ordinary associate moving my way up to management position, here I learned all kinds of BPO processes from sales, lead generation, customer and technical support, appointment setting, and market surveys. Then my career path took a different turn when I went overseas and I worked in a Construction company as a Plant Supervisor. Here I learned many things, from Administration, to HR (timekeeping & payroll), IT functions, and Database Management. Then... I saw oDesk! And from this point, I maximized and applied all my inherited skills from my diverse work experiences, BUT, at the same time I kept enjoying my pursuit to excellence not relating to any material gain. All while finding the few things that I knew I am truly suited to dominate. And one of my Dominating Talents is on the field of Content Moderation. My objective to my employer/s is to provide Administrative and/or Business service that is relevant to my previous work experiences. To be as productive and as proactive as possible while learning new things from colleagues and the job itself. My Scope of Knowledge and Core Capabilities are: - I Excel in the field of Content and Forum Moderation - PROJECT MANAGEMENT & ADMINISTRATION: Recruitment (Initial and Final Screening), HR duties, Payroll and Timekeeping, KPI Evaluation, & Operations Management - BUSINESS SUPPORT SERVICE: Content Moderation, Web Content Management, Database Administration, Document Control, Web Research, Market Research, Designing and Presentations - BPO SERVICE: Appointment Setting, Lead Generation, Customer Service, Sales, Tech Support, & Surveys I am experienced and proficiently utilizing the following Software and System: - Windows 7, Vista, & XP - Microsoft Office Suite 2003 & 2007 (Word, Excel, PowerPoint, One Note, Access, Outlook) - MS Project 2003, 2007, & 2010 - Adobe InDesign - Adobe Photoshop - Nero Media Suites - Citrix ACCPAC & Summit AEC (Accounting & Payroll Software) - Aconex, Newforma, Autodesk Constructware (Document Management System) - Concerto Ensemble Pro CRM - Timepaq & Ramesys Solutions ETCi (Timekeeping & Accounting Software) My IT skills revolve around general troubleshooting and installation of computer software and hardware. Aside from these skills, I can easily adapt to any system that needs to be utilized to get the job done. These are my capabilities and services that I can offer and I am continuously educating myself and enhancing my knowledge on tools that would help me on diverse aspects. So hire me!..... And let’s get the ball rolling!

Associated with: Play Design, The Moderators Elite!

100% Job Success
$11.11 /hr
10,833 hours

Alexandr K.

Alexandr K.

Expert Web Developer, ZCE

Kazakhstan - Tests: 4 - Portfolio: 8

- Object Oriented PHP Developer (PHP5); - Over 5 years of web-development experience; - MySQL, CMS Bitrix, Bitrix Framework, Bitrix Intranet (Bitrix24), MVC, Git / Subversion toolset; - Fluent in UNIX / Linux, OS X operating environments; - Strong back end developer with wide skill set; - Project management and supervisory experience; - CMF Bitrix Certified Engineer; - High self-organization and discipline. Zend Certified Engineer

$38.00 /hr
0 hours

Barbu Cosmin

Barbu Cosmin

Web Developer with Javascript, AJAX, PHP/MySQL experience

Romania - Tests: 2 - Portfolio: 8

Hy I’m a graduate of an Economic Studies Academy, holding a bachelor degree, as well as a Master Degree in Economic Management, and I’m very delighted to express my interest in offering you my experience. The university gave me the opportunity to improve my sense of organization and my planning skills. I have the abilities required to develop business plans and to evaluate and develop financial analysis based on economic indicators. In the field of management, I’m able to develop flexible management strategies and policies, SWOT Analysis, business portfolio analysis skills and business process redesign skills. I have started my career as an automotive journalist and I continued to work in the DTP department where I gained creative skills. I’m able to create premium magazines and brochures, as well as flash based and HTML5 Digital Magazines. My career continued as a Web Manager. I have experience with the cms and ecommerce tools such as Wordpress, Joomla and Magento. I’m very experienced with Adobe Creative Suite tools, and I’m comfortable with HTML/CSS, PHP/MySQL, Javascript/jQuery. Along with my business knowledge, I can create highly flexible CRM and ERP systems. If you are interested in my services, feel free to contact me. Thank You !

$11.11 /hr
1 hours

Gokul Sukumar

Gokul Sukumar

ICT Consultant, ERP Consultant, Business Intelligence

India - Tests: 2

I have 4 years of professional IT experience. Worked across various verticals including IT applied in Civil Engineering. I am an Engineer in IT and also done my PG in Information systems management from Brunel University, London. I am a consultant who provides expert advice to organisation/people looking for Technology solutions, Wireless Infrastructure, Business Intelligence, ERP solutions and other cutting edge solutions to make their day better. I have also consulted for the UN and the world bank. Hence, I have also knowledge in International markets.

$11.11 /hr
0 hours

Rahul N.

Rahul N.

6+yrs exp: NetSuite, Excel-VBA, Web Development, SEO, Mobile App Dev.

India - Portfolio: 2

Hello, I am a business analyst with vivid experience in Website design and developement, Mobile application, NetSuite, Research Work, Wireframing, standalone and web based software and ERP systems. I will just love to prove my skills over and again on this platform of freelancing. Anticipating my first breakthrough on this platform sooner to prove my skills.

$22.22 /hr
0 hours

Adil Raza Shaikh

Adil Raza Shaikh

Business Analyst

Pakistan - Tests: 1

Education: MSc. Management Manchester Metropolitan University, Business School, Manchester UK Degree Awarded in 2009 Dissertation: State of Open Source Software in the time of Recession Bachelors of Engineering in Software Mehran University of Engineering & Technology Pakistan Degree Awarded in 2007 Dissertation: Design of an Online Management System for MUET -----------------------------------------------------------------------------------------------------------------Work Experience: Worked at Sakonent as Business Analyst From May 2012 to June 2014. As a CRM Consultant my job responsibilities included Process Designing, Client Interaction, Test Preparation, Test Solution and Training for the following CRM technologies Blackabaud, Luminate CRM, Luminate Online and ----------------------------------------------------------------------------------------------------------------- Major Projects: Pritzker Group - In this project I was involved in providing the complete solution to the client and was involved in the all stages from requirement gathering to training. Vivaki – In this project I was involved in providing the complete solution to the client and was involved in the all stages from requirement gathering to training. Braille Institute - Luminate CRM In this project I was involved in providing the complete solution to the client and was involved in the all stages from requirement gathering to training. Plan Australia National Office - Blackbaud Australia I was involved in requirement gathering, design, testing, documenting and training phases in this project. Vogelbescherming - Blackbaud Europe I was involved in requirement gathering, design, testing, documenting and training phases in this project. The Salvation Army (Australia Southern Territory) - Blackbaud Australia I was involved in requirement gathering, design, testing, documenting and training phases in this project. Taxes Christian University- Blackbaud US I was involved in requirement gathering, design, testing, documenting and training phases in this project.

$16.67 /hr
0 hours