Search Results for: CRM

Found 1163 result(s).

Request for Proposals (RFP) for Technology Optimization and Standardization

US$ 60.00

To fulfill its mission and enhance multi-generational participant experience, 21/64 seeks proposals from qualified vendors to redesign and optimize the internal and external stakeholder experience, revisioning and restructuring its technology systems (i.e. website, LMS, crm and commerce systems) for a simplified, streamlined and better user experience. 21/64 has identified key challenges in its cu...

Job Type: Fixed price

Tech & IT API Development API Integration CRM Automation CRM Development

Build CRM with AI search capabilities

US$ 45.00

Looking to build CRM to focus on current customers as well as AI integration to establish connection with competitions customers.

Job Type: Hourly: $45.00 - $70.00

Web Development API Development API Customer Relationship Management Artificial Intelligence

Salesforce Developer/Admin

US$ 0.00

Responsibilities Salesforce Administration User & Security Management: Manage roles, profiles, permission sets, and security settings. Configuration: Create and optimize custom objects, fields, page layouts, validation rules, and workflows. Reports & Dashboards: Build and maintain comprehensive analytics to inform data-driven decisions. Data Maintenance: Oversee data cleanliness, implement...

Job Type: Hourly

Salesforce CRM Salesforce Lightning Apex

Microsoft Dynamics F&O Specialist Needed

US$ 20.00

Our organization is experiencing an error in the Accounts Payable module where vendor invoice batch posting is failing with the error message: "Financial dimensions validation failed. Dimension values are required for MainAccount: 605400." This occurs only when posting invoices with specific item categories, despite having properly configured financial dimension default templates. The issue began ...

Job Type: Hourly: $20.00 - $50.00

Microsoft Dynamics 365 Microsoft Dynamics Development Microsoft Dynamics CRM

Set up Dynamics 365 in GCC High

US$ 75.00

We are a drone manufacturing company with US and international defense customers. We currently use Attio as our CRM, but we are moving 365 GCC High for compliance reasons, which will break our Attio integrations. As such, we're interested in transitioning our CRM from Attio to Dynamics 365 Sales in our GCC High environment. We need a Dynamics expert, preferably with Azure US Gov / GCC High experie...

Job Type: Hourly: $75.00 - $150.00

Solution Architecture Consultation Implementation Microsoft Azure Office 365 Military & Defense Business with 10-99 Employees Microsoft Dynamics CRM Microsoft Dynamics 365 Microsoft Dynamics Development

Salesforce CRM & Marketing Cloud Project for Non Profit

US$ 0.00

We are a non-profit adopting salesforce for our CRM and marketing needs. A third party vendor set up the structure and migrated the data from our former CRM. Upon completion of the job we realized we would like additional customizations and some reworking of the workflow. Looking for a partner who can assess our needs and implement the best structure with flexibility, offer guidance of best practi...

Job Type: Hourly

Service Cloud Administration Database Architecture Salesforce Oracle Sales Cloud Service Cloud Development Apex Salesforce Marketing Cloud TypeScript Salesforce CRM Salesforce Service Cloud Salesforce CPQ Salesforce Einstein Salesforce App Dev

Partner/Owner

US$ 0.00

Follow up calls Send invitation for meeting Send/answer emails if need

Job Type: Hourly

Administrative Support Database Management System Data Entry List Building CRM Software Google Docs Email Communication Lead Generation Sales Lead Lists

Zoho 1 Integration Specialist for Invoicing and Lead Generation

US$ 3.00

We are seeking an experienced candidate to integrate Zoho 1 for invoicing with QuickBooks. The ideal applicant will also be responsible for implementing lead capture mechanisms, including text, email, and phone call generation to enhance our client outreach. This role demands a thorough understanding of both platforms to ensure seamless data transfer and operational efficiency. If you have a prove...

Job Type: Fixed price

Zoho CRM Data Entry Lead Generation Email Communication Zoho Creator

Remote Sales Representative – Flooring CRM Leads

US$ 15.00

About Us: Epoxy Floor Now, Inc. is a New Jersey-based leader in epoxy flooring solutions, transforming residential, commercial, and industrial spaces with durable, stunning, and custom designs. We’re growing fast and looking for a talented Sales Representative to help us connect with more customers and take our business to the next level. If you’re passionate about sales and ready to thrive in a r...

Job Type: Hourly: $15.00 - $25.00

Customer Relationship Management Pipedrive Sales Scheduling

CRM Migration and Billing Setup from Simple Practice to Acuity

US$ 200.00

**Job Description:** Hey there! We're looking for someone with experience to help us move our CRM of about 100 clients from Simple Practice to Acuity. This will involve transferring client info and setting up billing features that fit our clients' needs. We’d love someone who pays attention to the little things and can tackle any hiccups that come up during the transition.

Job Type: Fixed price

Administrative Support Customer Relationship Management Data Entry CRM Software