Dynamics Crm Projects
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Looking for a CRM consultant
Description: We are seeking a highly skilled CRM consultant to join our team and collaborate on the development of workflow recommendations for our rapidly expanding company. Our goal is to create an efficient platform creating powerful marketing automation workflows, and integrating our CRM to supercharge our sales and marketing efforts. Key Features • Client Portal: Easy-to-access, customizable dashboard with activity updates and essential tools for communication, collaboration and branding. • Onboarding Automation: Streamlined forms, welcome packages, contracts, and payments. • Online Scheduler: Calendar integration for appointment management. • Surveys: Immediate and follow-up surveys for client feedback. • Funnel Building: Lead generation processes for client acquisition. • Email and SMS Marketing: Automated campaigns for client engagement. • Social Media Management: Brand visibility and client interactions. Responsibilities The consultant will: 1. Detail the optimal client workflow with a flow chart. 2. Articulate how each workflow phase will be impacted and automated. 3. Discuss the scalability of the solution for future long-term growth. If you are a skilled CRM consultant with a passion for driving efficiency and growth, we encourage you to apply for this exciting opportunity.
5 days ago16 proposalsRemoteCompressor valve dynamic analysis
Require to develop an excel program that can provide correct information on valve opening and closing events based on compressor geometry and pressures/temperatures.
12 days ago15 proposalsRemoteNeed MT5 CRM with Tradersroom - Basic Features
I am looking for a developer who already has past experience in FOREX MT5 CRM & Tradersroom Need readymade solution where the user can Create Account, Deposit Request, Withdrawal Req, Create Ticket etc I am looking for low cost service as this is going to be basic CRM with limited features
4 days ago7 proposalsRemoteImplement Automated Lead Nurturing System on Zoho CRM
Company Overview We empower entrepreneurs with the fastest way to get a professional business phone system. Our SaaS platform helps small businesses build stronger customer relationships and grow their sales. We are an early stage startup focused on emerging markets. Project Overview: We need a Marketing Automation Specialist to design and execute a lead nurturing system that maximises conversions on our website. This is a high-impact, time-sensitive project leveraging Zoho CRM to deliver a seamless customer journey from first website visit to closed sale. The ideal outcome is converting website visitors to paying customers within 1-30 days, utilising a multi-channel approach (email, SMS, WhatsApp, and targeted outbound calls). Success will be measured by clear increase in website conversions. Key Deliverables & Success Indicators: - Lead Segmentation & Scoring: A lead scoring model implemented in Zoho CRM that effectively differentiates between low, medium, and high-intent leads. Clear lead segmentation criteria based on demographics, website behaviour, and other relevant factors. - Automated Nurturing Workflows:Design multi-channel campaigns (email, SMS, WhatsApp) with a focus on providing value, addressing objections, and increasing conversions. (Consider a welcome series, educational content, overcoming objections, etc.). SMS and WhatsApp should primarily be used for time-sensitive offers and re-engagement - Integrated SMS and WhatsApp messaging workflows designed to complement email campaigns and boost engagement. - Create compelling email templates and messaging aligned with each lead segment and stage in the customer journey. - Build all necessary automation sequences in Zoho CRM, ensuring seamless lead progression based on engagement. - Telesales Integration: A system to identify high-intent leads who have not converted within 24 hours. Automated process to notify the telesales team and provide them with relevant lead information - Analytics & Optimisation: Zoho CRM dashboards tracking key metrics across all channels (email, SMS, WhatsApp, telesales). Weekly optimisation reports with actionable recommendations to improve campaign performance and conversion rates.workflows. Scope of Work and Timelines Phase 1: Strategy & Setup (Week 1 - 2) - Conduct an audit of existing website analytics and CRM data. - Develop a lead segmentation and scoring model. - Design a comprehensive lead nurturing workflow, including triggers, content themes for each stage, and channel selection. - Outline the telesales integration process. - Create email templates, SMS templates, and automation sequences. Phase 2: Launch & Optimisation (Week 3) - Launch the automated campaigns. - Set up dashboards and reporting in Zoho CRM to track lead progression, conversion rates, and channel performance. - Analyse initial campaign results and suggest optimisations to improve engagement and conversion. If you interested in this Job: - Submit your portfolio highlighting Zoho CRM lead nurturing campaigns. - Include 1-2 case studies showcasing successful automation projects you've implemented. - Briefly describe your approach to segmenting leads and designing a multi-channel campaign that converts.
2 days ago18 proposalsRemoteopportunity
Wanting bespoke website building
I have 5k budget to build a custom made website for my uk based legal based. Wanting a crm and an api running behind it.
2 days ago74 proposalsRemoteopportunity
Simple ERP/CRM system for Aesthetic Clinics
Hi, looking to develop a simple, quick-deployed, ERP/CRM system to record clients, invoices and treatments for our clinics of aesthetic medicine. We would like to start with basic functionalities and add more over time, ongoing. That's also why we like Retool or similar software. I attach a draft E-R model and basic user cases. Thanks, Edo
14 days ago73 proposalsRemoteopportunityurgent
Custom UX/UI Design for a bespoke CRM
We are looking for a skilled designer to help us with a custom UX/UI for our bespoke CRM. We are very much taking inspiration from Apples simplistic and easy to use theme and have a very specific criteria. We are looking for someone with exceptional attention to detail as well as a passion for creating beautiful UX/UI designs. To prove this please start your proposal with upodcrm. This CRM although simplistic will be very design heavy and we are trying to make a system with a ton of user first features inviting and easy to use. You will need to be available over the phone and be able to work solely on this until completion. The budget set is for phase one of the design, there is likely to be 2-3 phases.
18 days ago78 proposalsRemoteExpires in 11opportunity
Wordpress developer
We have a bespoke built CRM system that requires work to be completed, we have a video and email of all the information required and was wondering whether someone would look at this as a one of for us. We need someone that is a specialist in wordpress as this is a bespoke system with alot of detail.
13 days ago88 proposalsRemoteopportunity
Member drive for pole and dance studio
Overview: We're seeking a dynamic and results-driven salesperson to generate 150 sign-ups for our Unlimited Membership program at our state-of-the-art pole and dance fitness studio. The membership includes access to our gym facilities and sauna, providing a comprehensive wellness experience for our members. Responsibilities: 1. Conduct outbound sales calls to potential leads, highlighting the benefits of our Unlimited Membership program. 2. Utilize persuasive selling techniques to overcome objections and close deals. 3. Maintain accurate records of sales interactions and memberships sold. 4. Collaborate with the marketing team to develop effective sales scripts and strategies. 5. Provide exceptional customer service to ensure a positive experience for new members. Requirements: 1. Proven track record in sales, preferably in the fitness or wellness industry. 2. Excellent communication and interpersonal skills. 3. Ability to work independently and meet sales targets. 4. Familiarity with CRM software is a plus. 5. Passion for health and fitness is desirable. Compensation: This position offers competitive pay the base fee is set plus commission per new member Join us in promoting health and wellness through pole and dance fitness, and be part of a vibrant community dedicated to personal growth and empowerment.
4 days ago6 proposalsRemoteMOD-Rewrite .htaccess rule help needed
I'm looking for a developer who can create a RewriteRule in .htaccess on a Linux server. Pretty straightforward, redirection from a static url to a dynamic php url similar to the example below. My current urls are similar to http://www.example.com/maps/country.php?country=acountry Single url parameter needs to be substituted into rewritten url like this to create SEO friendly site: http://www.example.com/maps/country/acountry May be some further urls also. Very straightforward for someone with the knowledge, but can't get it working myself. May be some issues with my shared hosting a/c, but everything I've read suggests it is possible and should work.
2 days ago17 proposalsRemoteopportunity
Transactional Emails via Brevo/Zapier
We would like a transaction email to be sent to a client upon their case being reviewed by our team. A task such as 'Case Review' would be completed on our CRM - following this, we would like a transactional email to be sent out to the client, which will continue to be sent every 48/72 hours until the client uploads the information we need into a gravity form that we provide. The gravity form asks for the clients email address, which can then be used to stop the automation of further emails. We use for current flow/automations CapsuleCRM Zapier Brevo It would be great to get this done as soon as possible - therefore price and timescale is needed.
9 days ago18 proposalsRemoteopportunity
Netsuite - Development
We use Netsuite now for our CRM and need some help with setting up the below list in the system. • Integrate website leads into NetSuite ( with allocation permission remaining with the Sales Manager) our website is on a Shopify platform. • Manual entry of leads received from a direct call. • Visibility of the lead/deal journey • Ability to highlight hot jobs for the month over a certain $$ value. • Reporting matrix ( Spend less time reconciling spreadsheets and more time strategizing) • Set up templates for standard proposals, so that the sales team can add items out of the system and send out of the system.
6 days ago20 proposalsRemoteComplete Front-End Redesign and Development with SvelteKit
Detailed Description: We are seeking an experienced front-end designer and developer to overhaul a sophisticated web application. The goal is to create a modern, responsive user interface using SvelteKit as the framework and Flowbite ([login to view URL]). The project will include the complete development of the application's pages, with the exception of a specific viewer component. Technical Specifications: Technology: Use of SvelteKit for a single-page application (SPA). API: Integration with generic APIs for dynamic data loading. Fake Content: Use of fake data for demonstration purposes (e.g., JSONPlaceholder). Design and Development Deliverables: Design proposals for each main page of the application, excluding the viewer. Complete development in SvelteKit for all relevant pages. Interactive mockups demonstrating interaction with dynamic data. Complete source code, optimized for production. Evaluation Criteria: Creativity and aesthetic appeal of the design. Performance and optimization of the code. Clarity in the integration of APIs. Adherence to best UX/UI practices.
9 days ago13 proposalsRemoteANGULAR AND MEAN STACK SENIOR LEVEL POSITION
We are currently seeking experienced individuals for Angular and Mean Stack Senior Level Positions. As part of our dynamic team, you will play a crucial role in developing innovative solutions and pushing the boundaries of technology. If you have a passion for Angular and Mean Stack development and are eager to work on cutting-edge projects, we want to hear from you. https://docs.google.com/document/d/19eMIOafboWqWJSFOm3WcboGZNnLWZ_GoGBEql7hPYk0/edit
12 days ago65 proposalsRemoteMarketing Specialist: Fueling Engagement & Driving Growth
Are you enthusiastic about devising impactful marketing strategies that propel business expansion? We're on the lookout for an adept freelance Marketing Specialist to integrate into our team, contributing significantly to bolstering our brand visibility and fostering audience engagement. Responsibilities: - Innovate and execute dynamic marketing campaigns across diverse platforms to captivate and retain our target demographic. - Conduct in-depth analysis of market dynamics and consumer behavior to pinpoint strategic avenues for marketing initiatives and product positioning. - Collaborate seamlessly with internal stakeholders to ensure uniformity in messaging and brand identity across all marketing channels. - Continuously monitor and evaluate the performance metrics of marketing endeavors, fine-tuning strategies for optimal results and ROI. - Remain at the forefront of industry trends and best practices, consistently refining and elevating our marketing approaches. This freelance position offers a competitive compensation of $20 per hour. If you possess a creative flair, an unwavering dedication to marketing, and a relentless pursuit of excellence in driving outcomes, we eagerly await your application! Join us in steering the trajectory of our brand and propelling business success through strategic marketing endeavors.
10 days ago15 proposalsRemoteopportunityurgent
Landing Page/ Blog Page Elements For A CMS
We have a CRM and sales tool. imbedded in this tool is a CMS that will build landing pages, blog pages and emails. We are have a range of designs in the spec doc attached below that we need created, these are for the Landing pages and Blog pages. So we know you have read the post properly please quote upodcms at the top of your proposal. Please read the spec doc and price accordingly, we would like the designs done in figma and need all elements to work independently and we are expecting modern, clean and timeless designs very much using the most up to date layouts and formats. The quote is a guesstimate so please quote to have the work done to the highest standard. Please ensure you quote shows samples of your work.
11 days ago52 proposalsRemoteExpires in 18opportunity
Business Development Manager
we are looking for a business development professional. This is to generate leads and winning new business for the company. Essential requirements. - Strong communication skills - Ability to work independently and as part of a team - strong knowledge of sales and marketing principles - Experience in sales, marketing, or business development - Proficiency in CRM software and Microsoft Office suite or something similar - A proactive and results-oriented attitude - Experience in creating new clients for software products and services would be preferred. Tasks @-Email marketing campaigns @-Using the telephone/email/Zoom etc for any client management @-Using Social media for leads generation and recording
9 days ago19 proposalsRemoteopportunity
Drawing and Quoting System
I am looking for a system similar to CAD that is fast to plot a glass balustrade and calculate the parts needed and cost. Software that we can transfer the detail from when we have measured a deck and then plot the balustrade onto it including the stairs, being able draw stairs step by step. the System will them plot the balustrade with the rules created. We have 8 Systems that includes various colours of glass and various colours of metal. We are able to provide the CAD blocks of the individual components . Below is a link to a system we currently use and would like to improve on what this offers and include a CRM and Stock Control also. https://smartglazier.com/balustrade/ Below is another example of what I'm looking for. https://lightningcad.com/dpq/railings We also have a need for this within 1 month. If you can build this quoting system, CRM and Stock Control please submit your cost and timescale.
25 days ago13 proposalsRemoteCreating a website within an already existing framework
We are seeking a Web Designer to create a more professional and styled website within an existing CRM system for our female-based social sports league. The main objective of this is to work within the current limitations of the programme and enhance the website styling to make it consistent and create a brand pack for posting on Facebook and Instagram. Work within the current CRM system to enhance the website styling and consistency while adhering to brand guidelines. Develop a brand pack to be used across all social media platforms, including Facebook and Instagram. Create and design website pages, graphics, and templates to ensure a professional look and feel. Optimize website layout and design for improved user experience and accessibility. Ensure that the website is responsive and mobile-friendly. Manage the design process from conception to launch
24 days ago19 proposalsRemoteCreate a website for a managed IT services company
***Please only contact me if you've done a website for IT services (send examples) and can integrate it with Hubspot. *** Develop an engaging digital presence for a managed IT services firm. Custom design a user-friendly website aligned with branding to effectively showcase an array of solutions. Optimize content through text, images and multimedia to inform potential clients and reflect core values. Integrate with Hubspot CRM and incorporate interactive elements to encourage connections. Implement search engine optimized functionality for contact forms, social platforms and analytics. Adopt a flexible CMS like Wordpress or Webflow. Ensure refined design mockups, a fully functional integrated site, training materials and ongoing support over 6-8 weeks. Project will develop a comprehensive virtual flagship to establish authority and drive qualified leads.
8 hours ago51 proposalsRemote