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opportunitypre-funded
Build an ROI Calculator with User Instructions into Excel
Impact-Centric ROI Calculator - Developer Brief We are seeking a skilled developer to create an Impact-Centric ROI Calculator that will accompany our sales training module. The calculator must be designed to have perfect utility across all Business-to-Business (B2B) sales environments, including products, services, hardware, and software (SaaS) sales. Key Requirements: Currency Options: The calculator must support three currency options – USD, British Pound Sterling, and Euro. Workbook Structure: The workbook should be organized into five main tabs: Home, Input, Calculations, Output, and Instructions. Home Tab: Create an introductory screen with a purpose statement and basic navigation instructions. Input Tab: Divide the tab into 'Cost Investment' and 'Gains from Investment' sections, each with relevant categories. Include a Rule of Thirds attribution section and a timeframe selection option. Data Validation: Implement data validation to ensure data integrity and minimize user input errors. Calculations Tab: Use Excel formulas to calculate key metrics such as ROI Percentage, Payback Period, and Break-even Point based on the selected timeframe. Include a Rule of Thirds attribution calculation. Output Tab: Display the calculated results in a user-friendly format, incorporating dynamic charts and graphs for visual representation. Instructions Tab: Provide step-by-step instructions on using the calculator, including timeframe selection and interpretation of key metrics. User Guide: Create a separate worksheet named "User Guide" that includes an introduction, overview of each worksheet's purpose, step-by-step instructions, guidance on timeframe selection, and explanation of key metrics. Testing: Ensure the calculator's utility across various B2B sales scenarios, including producers/manufacturers, resellers and distributors, professional service providers, and subscription software providers (SaaS). The ideal candidate should have strong experience in developing complex Excel workbooks, proficiency in Excel formulas and functions, and a deep understanding of data validation and user experience design. If you are interested in this project and possess the required skills, please submit your proposal, along with a portfolio showcasing relevant experience.
23 days ago23 proposalsRemoteopportunity
Developer Needed for CRM Integration Between Close and Reapit
We are a UK-based estate agency seeking an experienced developer to facilitate seamless integration between two Customer Relationship Management (CRM) systems we use: Close and Reapit. Our sales team utilizes Close CRM at the top of our sales funnel, while our fulfilment team employs Reapit for post-sale customer management and service fulfilment. The primary goal of this integration is to automate data flow between the two systems, ensuring data consistency and streamlining our sales and fulfilment processes. Detailed documentation for both CRMs’ APIs is available and will be essential for the integration development: Reapit Foundations: https://foundations-documentation.reapit.cloud/ Close CRM Developers: https://developer.close.com/ Example Key Integration Features: Opportunity Management: Automatically create a property and vendor record in Reapit when an opportunity is marked as won in Close. Synchronizing Notes: Ensure that contact notes added in either CRM are reflected in the other to maintain comprehensive records across platforms. Status Updates: Update the status of opportunities in Close in accordance with the property status changes in Reapit (e.g., from 'For Sale' to 'Sold Subject to Contract'). Automated Contact Synchronization: Sync new contacts between CRMs to ensure both systems have up-to-date customer information. Task and Activity Tracking: If a task or activity is marked as completed in one CRM, reflect this in the corresponding task or activity in the other CRM. Reporting and Alerts: Generate alerts for significant events or milestones reached in either CRM to ensure all team members are informed in real time. Requirements: Proven experience in CRM integration, especially with Close and Reapit. Strong understanding of RESTful API design and development. Ability to work with both CRMs’ documentation to develop a robust integration solution. Excellent problem-solving skills and attention to detail. Ability to communicate effectively in English and provide regular updates on project progress. Project Deliverables: A fully functional integration between Close and Reapit according to the described features. Documentation outlining the integration flow, setup instructions, and any maintenance guidelines. A brief training session for our team to understand how to manage and make the best use of the integration. Interested candidates, please submit your proposal including your experience with similar projects, your approach to this project, and an estimated timeline and budget. References or case studies of past work are highly appreciated.
a month ago24 proposalsRemote