Sap 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 hours ago12 proposalsRemoteSAP Process Engineer for Logistics area at TKE - Spain
Keil Business Solutions GmbH is an innovative Google reseller and IT service provider. For a customer project we are currently looking for a Senior SAP Process Engineer/Business consultant for Logistics area at TKE (f/m/d) - Spain Tasks: • Customer business consulting role • Develop process concepts and define detailed processes. • Work together with business functions to define requirements and align process concepts. • Drive process automation. • Align process concepts with SAP/IT team. • Work closely with SAP/IT colleagues to steer implementation. • Act as bridge between business functions and IT/SAP. • Monitor process execution during ramp-up/until stable and control process stability. • Detail process definition of logistics (incl. product planning, warehouse management, material management, etc.) • Definition, rollout and troubleshooting of processes w/ operational colleagues. Skills: • Deep SAP Logistics knowledge and experience in area of business consulting and process engineering • Customer oriented • Very strong process-thinking skills • Proficient/fluent English and Spanish skills • Pragmatic and solution-oriented way of working • Ability to work independently and in a structured way • Ideally some TKE experience and knowledge of best practices / state-of-the-art processes Start: ASAP End: 31.12.2024 + extension (at least until 31.12.2025) Utilization: 100% Location: remote and 50-60% on-site in Mostoles (next to Madrid, Spain) Project languages: Spanish and English If you are interested, please send us your profile (ideally in Word format).
11 days ago11 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
8 days ago71 proposalsRemotePerfex CRM Custom Module Development
I'm looking for a skilled developer to create a module for my Perfex CRM that encapsulates a range of functionalities. Here's what I need: Overview Any specific type of loan Products that our organization creates for clients. Any loan account will be part of a product, so the terms and conditions defined when we create a product will then be used to set the accounts’ constraints. In a loan account We store all the information related to disbursements, repayments, interest rates and withdrawals. Features - Contact Loans - View All Contact Loans - Add New Loan - Bulk Repayments - Bulk Import Loans - Calculator - Settings - Reports Reports: - Collection Sheet: See all repayments due on a particular day. Designed for loan officers to use in the field - Repayments: This report shows the repayment made between the start date and end date - Arrears: This report lists all loans in arrears - Disbursement Report: Returns all loans disbursed within a certain time period with their amounts and basic information - Loan Account Statement: Generates Individual Loan Account Statement - Expected Repayments: This report shows the expected repayments vs actual repayments within the specified time period - Awaiting Disbursement: This report lists loans with awaiting disbursement status - Pending Approval: This report lists loans with pending approval status - Rescheduled Contact Loans: This report lists loans with rescheduled status - Written off Contact Loans: This report lists loans with written-off status Ideal Skills: - Experience with Perfex CRM. - Strong in PHP development, - Excellent understanding of CRM systems. Your proven experience in these areas would be a major plus. We're seeking high quality, professional work - please only apply if you're confident you can deliver this.
14 days ago16 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.
13 days ago77 proposalsRemoteExpires in 16opportunity
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.
8 days ago84 proposalsRemoteopportunity
Remote Managment - Bitrix
We need to arrange for training and appoint a manager to ensure that the staff comprehends the Bitrix CRM and sales functionalities, including the ability to effectively follow up on sales leads, manage them, and organize the entire organization. This training and managerial oversight will be required for a duration of one month.
11 hours ago8 proposalsRemotePower BI Support
Reporting to the Technology Manager, and in collaboration with IT, the BUMs and a team of PowerBI analysts, you will be responsible for: - Follow up on the enhancement and creation of the current company reports, from modeling to the creation of measures in DAX and requested charts. - Improve the connection of PowerBI with different sources (Hubspot, SAP B1, Bizneo, among others), analyzing the information that feeds the different reports. - Analysis of other analyzable business data such as KPI's of solutions or specific areas to create new dashboards, helping to improve the vision to Management for strategic decision making. - Improvement projects of existing reports.
13 days ago21 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.
4 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.
11 hours ago19 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 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.
6 days ago52 proposalsRemoteExpires in 24opportunity
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
3 days ago15 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.
20 days ago12 proposalsRemoteopportunity
Database Module for .NET application
I have a running application currently working and the data exchange part is by using APIs for Oracle and saving some data locally. Now will by moving to SAP S/4HANA with its own set of APIs, as well as the local data would be organized and saved into Postgresql databases. I need to create a database module that would seamlessly integrate with the application and perform the data exchange related tasks with the multiple databases. The application is .NET desktop windows application. POSTGRESQL Databases are with network access on linux. SAP S/4HANA database is cloud based, with its API provided and has minimal data exchange.
a month ago16 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
19 days ago19 proposalsRemoteAssistente administrativo
Suggested Project Description Option 1: We are seeking a bilingual administrative assistant to support our growing sales and client services team. The ideal candidate will be fluent in both English and Portuguese with at least three years of experience in a customer-facing role. Primary responsibilities will include managing incoming enquiries via phone and email, scheduling appointments, processing orders, updating client records in our CRM system, preparing reports and correspondence, and providing general admin support to the sales and account management teams. Strong organizational skills and attention to detail are essential as you will be the first point of contact for our clients. As an ambassador of our brand, exceptional customer service skills and the ability to build relationships are a must. Experience with sales processes, order management systems and CRM software is preferred. The successful applicant will have solid computer skills including proficiency in Google Workspace/MS Office suite and experience working in a fast-paced environment. This is a full-time role working from our office Monday through Friday between 10:00 am to 7:00 pm. The starting salary for this position is $600 per week. We offer a collaborative work environment and opportunities for professional development. If your background and qualifications match what we require for this key position on our team, we welcome you to submit your application and portfolio for consideration. We look forward to reviewing your submission.
13 days ago8 proposalsRemoteLooking for an Outbound Sales VA
Outbound Sales Virtual Assistant Position (WFH - Part Time): Responsibilities include: - Making outbound calls - Entering data into the CRM - Utilizing provided dialer and leads - Maintaining a close to American accent and fluency in English. Please submit a resume along with a sample voice recording (use vocaroo and share the link with me) interacting with an imaginary customer (you may use your scripts with your former job if you still remember it).
a month ago5 proposalsRemoteopportunityurgent
20 High converting Blog / Landing page designs.
We need 20 Blog / conversion templates made for our CRM. These templates need to be universally useful and work with multiple colour schemes so they are easily adaptable to our clients colour pallets. These are clean designs and clear designs the only thing that will be changing on them for each client will be the colour scheme, imagery and content. These pages are designed specifically for conversion we are not looking for standard boring blog pages, our aim is to turn readers into customers. Each page should allow around 1000-1500 words and needs to be extremely well balanced. They need to make sure they are not word heavy. There will be a mixture focus on services and products. Please start your proposal with UPODBLOG. All being well there will be a lot more future work.
21 days ago45 proposalsRemoteExpires in 9Lead Generation Partners
Job summary / objective: eyeora XR is looking for the right candidate to provide sales and marketing support in building a pipeline of leads to meet business plans, quotas and company objectives. Responsible for designing awareness/ad campaigns and generating leads through phone calls, social media and emails. Responsibilities & duties: • Research, track, maintain and update leads • Make outgoing calls to develop new business • Contact prospects to qualify leads • Direct email marketing to key clients and prospects • Research and maintain lead generation database • Conduct customer research • Conduct client or market surveys to obtain information about potential leads • Participate in the preparation of proposals and / or sales presentations • Provide accurate and timely information to management • Develop a strong knowledge of the company’s products and services in order to facilitate the sales process Skills / attributes required: • Excellent English communication (verbal and written) • Experience with cold calling • Experience with research and maintaining databases • Proficient in MS Office including Word, Excel, and Outlook • Experience in using CRM • Strong project and time management skills • Experience working with Western companies (preferred) Qualifications / experience required: • Bachelor’s degree in Marketing or Business Administration • 1-2-year(s) experience in Lead Generation
7 days ago15 proposalsRemote