Zoho crm tutorialроботи
Наша CRM система - це інструмент, який допоможе вам оптимізувати управління вашим бізнесом! Забудьте про зайві втрати часу та неефективні процеси. Наша система забезпечить вас необхідними ресурсами для збільшення продуктивності та збільшення прибутковості. Вона підійде для: ➕лендингів ➕інста-магазинів ➕інтернет-магазинів ➕дошок оголошень ➕маркетплейсів Приєднуйтесь до нашої CRM системи вже сьогодні та відчуйте переваги найсучасніших інструментів управління бізнесом!"Переходьте на сайт та отримайте 14 днів безкоштовно + Подарунок ? кожному?
...зображенні) Розробка Бекенд та Фронтенд буде реалізована на одному із фреймворків (Angular / React / Vue) і розгортатись в контейнерах помодульно для масштабування та швидкодії. Сам фреймворк ще не обрали, але є бажання пройти основні моменти розробки легше (такі як керування користувачами, ролями, url, сторінки…), використовуючи не просто голий фреймворк, а вибравши надійну, добре відтестовану CRM-систему наприклад, на базі якої реалізовувати необхідний нам функціонал. Тож, якщо у вас є час та ви впевнені в своїх силах для реалізації даного проєкту – запрошую! ?
Готова система CRM Microsoft Dynamics 365, потрібно підключити до бухгалтерської системи обліку, документація Знання управління CRM є обов'язковим. ✅ Шукаємо фрілансерів для постійної роботи на основі проектів через фрілансхант. ✅ Потрібні фахівці CRM. ✅ Є кілька проектів.
Бажаний досвід : розробка...документ, буде вводитись через ID банкінг користувача, частина через внесення даних руками В кінці процесу користувач отримує готовий документ у форматі pdf + ворд з можливістю відправки на пошту чи завантаження + перегляду в браузері Сайт буде просуватись через google ads та SEO тому бажано сайт на WP Укр+рос мови Цільова аудиторія проекту жінки 25-45, рідше чоловіки Потрібна інтеграція з CRM salesdrive Опис проекту. Дазайн по запиту
Бажаний досвід : розробка...документ, буде вводитись через ID банкінг користувача, частина через внесення даних руками В кінці процесу користувач отримує готовий документ у форматі pdf + ворд з можливістю відправки на пошту чи завантаження + перегляду в браузері Сайт буде просуватись через google ads та SEO тому бажано сайт на WP Укр+рос мови Цільова аудиторія проекту жінки 25-45, рідше чоловіки Потрібна інтеграція з CRM salesdrive Опис проекту. Дазайн по запиту
Добрий день! Мене звуть Наталія. Я представляю маркетингову агенцію Saphira. Ми шукаємо спеціаліста з інтеграції ERP та CRM систем. Для комплексу наших потреб ми обрали платформу Monday, і зараз нам потрібна людина, яка зможе допомогти із налаштуваннями. Скажіть, будь ласка, чи є у Вас досвід роботи з цією системою? Які проекти ви вже реалізували, використовуючи її? Також цікавить вартість Ваших послуг з налаштування / інтеграції і в якому режимі зараз працюєте. Дякую
Настроить тему bigcommerce под наши нужды. Добавить свои методы оплаты и доставки. Інтеграція с 1С, АМО, Бітрікс24 Set up the bigcommerce theme to fit our needs. Аdd cus...методів оплати і доставки, які не доступні на bigcommerce. Для цього потрібні навички кодування та знання платформи bigcommerce. Інтеграції, які нас цікавлять: 1. Методи оплати: - Privat24 - Payoneer - Transferwise - Western Union - payment by card (Mastercard, Visa) 2. Доставка: - Novaposhta - Ukrposhta - EMS - DHL Також цікаво, чи можна інтегрувати цю платформу з такими програмами, як 1С і crm системи AMO або Bitrix24.
Для компаніі розробляється внутрішній продукт, потрібен тестувальник. Розробка тест кейсів / сценаріїв тестування. Реєстрація та моніторинг виявлених дефектів. Контроль усунення дефектів.
Необхідно: - первинні основні налаштування порталу; - створення структури компанії; - налаштування поштової системи. Налаштування CRM: - Налаштування довідників CRM; - створення додаткових полів у об'єктах CRM для сегментації бази клієнтів та отримання правильної аналітики; - налаштування етапів об'єктів CRM згідно моделі продажів; - Інтеграція з E-mail; - Створення шаблонів рахунків; - Створення прав доступу та ролей співробітників. Підключення джерел лідогенерації: - підключення форм зворотного зв'язку; - підключення форм 1 лендінга; - налаштування 1 відкритої лінії у соц. мережах; - встановлення віджету чату та зворотного дзвінка; - підключення месенджерів. Навчання співробітників
при створенн акту з рахунку – проблеми 1-не пдтягуться послуги з разунку у акт 2-при створенн акту помилка на екран Прошу вдразу вказувати орентовну цну так час виконання Дякую
Ми реалізовуємо на Odoo великий проект: управлянський облік + CRM + ERP і т.д. Маємо в команді досвідченого програміста на пайтоні, але в програміста немає досвіду роботи з Odoo. Шукаємо досвідченого консультанта. Оплата і режим співпраці по домовленості.
Імпорт клієнтів/кредитів/список погашень. У програмі відображення списку кредитів, карточка кредиту, після дзвінка із випадаючих меню, можливість створити результат дзвінка (тип, підтип, результат, коментар), відображення історії взаємодії, відображення списку погашень.
I need a freelancer preferebly someone with experience in Zoho books. I need to you to add some data from excel to zoho books. You can use the bulk upload feature or do a manual entry. Just need to make sure you are not doing thing in a hurry & adding wrong entries. Each transaction has to go to some expense segment/vendor, must have some experience of doing accounting work. The whole work might take 2 full days, please bid accordingly, you should be able to work between 11 & 8 PM IST & available on call & with remote desktop view.
I have a video i just want a software based on deep learning that can change the name taken in video , as i have list of names that need to changed. with lipsink
As a small business owner, I'm seeking an experienced Zoho Books expert to manage my accounting tasks. Key Responsibilities: - Invoicing and Billing: Generate professional invoices and ensure timely payments from clients. - Expense Tracking and Management: Keep a detailed record of all expenses, categorize them correctly, and manage the reimbursement process. - Financial Reporting and Analysis: Prepare monthly financial reports, analyze the data, and provide insights to help me make informed decisions for the business. Ideal Candidate: - Proficient in Zoho Books with a track record of managing accounting tasks for small businesses. - Excellent attention to detail and ability to generate accurate reports. - Good communication skills and ability to provide financial ins...
...Call Centers, where you'll play a vital role in ensuring customer satisfaction for our clients in this innovative sector. Key Responsibilities: - Assist customers of our green mobility industry client. - Handle inbound calls and emails professionally and efficiently. - Provide information, resolve issues, and address customer concerns. - Maintain accurate records of customer interactions in our CRM system. - Collaborate effectively with team members to ensure top-notch service. - Adapt to rotating shifts in our 24/7 operation. Qualifications: - Excellent French language knowledge (C2 level is required!). - Located in the EU! - Fluent English language knowledge. - Previous customer service experience. - Strong communication and problem-solving skills. - Customer-centric a...
I'm in need of an expert in Samsung TV who can guide me through the process of uploading a static image in JPEG format. Ideally, the image should be controlled via a smartphone. Essential Skills: - Comprehensive knowledge of Samsung TV functionality - Experience in mobile operation for controlling TV images - Familiarity with JPEG format Your task will involve: - Guiding me step-by-step to upload a photo to my Samsung TV - Teaching me how to control the uploaded image with my smartphone. Your guide could be either text-based instructions with relevant screenshots, or direct conversation through a video call.
...Shopify and Zoho Books to help me with integrating the two platforms. The primary goal is to manage finances and ensure compliance with the GST requirements. Key tasks include: - Setting up the integration between Shopify and Zoho Books - Ensuring automatic and accurate data entry from sales transactions into Zoho Books - Configuring the system to manage GST compliance effectively Your abilities should include: - Proficiency in Shopify and Zoho Books - Experience in integrating different platforms - A clear understanding of GST compliance - Ability to automate and streamline processes Given that my current finance management is manual, I'm looking for a solution that will save time, reduce errors, and increase the efficiency of managing my finances a...
...Creation of users with different access of admin panel according to their role • User management: with updating and deletion of users • Statistics like current number of students. weekly growth, university listing, student meeting with experts • Expert login and expert will see his assigned students • Expert assigned student profile updating Key Integrations: - Google analytics integration - Zoho CRM integration Note: We don’t want to rely on 3rd party apis or integration for most of the functionalities so as to avoid any downtime or future dependencies Key Features: - University Search Tool: The website and app should come equipped with an intuitive university search tool. - Admission Requirements Database: A comprehensive database of...
As a business using Zoho Creator, I'm looking for a skilled developer to create advanced workflows between Zoho Creator and Zoho applications. Key Requirements: - Integrating Zoho Creator with Zoho applications - Implementing triggered actions based on specific events - Implementing custom scripts for complex workflows The ideal candidate should have: - Proven experience in Zoho Creator development - Strong understanding of Zoho applications such as CRM, Books, and Invoice - Proficiency in creating complex workflows and custom scripts - Ability to understand business processes and translate them into effective automation Please include examples of similar projects you've worked on. I have two questionaire forms created o...
...sales performance metrics. Requirements: Proven experience in business development, sales, or lead generation for web development or similar services. Strong understanding of web development services and the ability to communicate their benefits to potential clients. Excellent communication, negotiation, and interpersonal skills. Ability to work independently and meet deadlines. Proficient in using CRM software and other sales tools. A results-oriented mindset with a track record of achieving sales targets. Preferred Qualifications: Experience with digital marketing strategies, including SEO, PPC, and social media marketing. Existing network of contacts in the tech industry. Ability to work remotely and manage your own schedule. I need a dedicated Business Development Speciali...
I need a proficient video editor skilled in advanced editing techniques like special effects and transitions. The project involves enhancing an instructional/tutorial video using animated graphics and text. CRUCIAL REQUIREMENTS: - Proven experience in advanced video editing - Excellent in animated graphics and text production - Background in creating engaging instructional videos Your expertise and creativity will help bring these tutorial videos to life, enhancing their effectiveness and engagement leve
If you have ever run a bitTorrent application, then you can run this.... and get paid to do so. The free software can be found here: It's easy to install in Windows, Linux, or macOS. I also have it installed on one of my machines, but my internet connection is currently limited with my cell phone hotspot, so I am willing to pay you to allow your machine to stay online and run as a peer. I want to contribute to the decentralized search network and also connect as a peer to your machine. This can be done in the background. You could continue using your computer for other tasks. Key Requirements: - Able to download the free software and install it on your machine - Keep your machine online (or most of the time) - You may
...strategies to attract potential clients. Utilize various marketing channels, including email campaigns, social media, and cold calling, to generate leads. Identify and target key decision-makers in potential client organizations. Lead Qualification and Nurturing: Engage with prospects to understand their business needs and qualify leads. Maintain detailed records of prospect interactions in the CRM system. Nurture leads through regular follow-ups and provide relevant information to move them through the sales funnel. Proposal Development: Collaborate with the technical team to develop tailored proposals that meet client needs. Present proposals to clients, addressing any questions or concerns they may have. Revise proposals based on client feedback and internal reviews. Sales ...
I am in need of a highly skilled developer who can create a chatbot integrated with Zoho Desk for my employees. This chatbot will fulfill the major role of answering common FAQs. Given the type and nature of questions expected, an ideal candidate should: - Have experience in creating chatbots - Show familiarity with Zoho Desk API - Demonstrate ability to create bots that can answer technical support-related questions Understanding of the common issues faced in a technical support environment is a big plus, as the chatbot is intended to be primarily query-based. A well-defined and intelligent bot will not only improve our workflow but also help us resolve employee queries faster. That being said, I'm looking for someone who can deliver a chatbot which can accurately...
...are sent into a private section of the website requiring account registration and verification, before they are allowed to listen to custom selected music in our catalog. The revenue opportunities here will also be royalty generated. The ideal candidate / team would be highly-experienced in managing and optimizing sales pipelines, specifically in lead generation and conversion. Proficiency in CRM platforms, automated marketing techniques, and creating effective call schedules is imperative. This role ultimately aims to drive conversions either via our established sales funnel or through direct phone sales closures. If you/your team have a track record of transforming sales pipelines, we would love to hear how you can help improve ours. __________________________________________...
Looking for a seasoned professional to install Odoo Enterprise in Proxmox. The primary aim of this project is to streamline our operations. Key Project Requirements: - Installation: Install Odoo Enterprise in Proxmox - User Management: Setup and configure the system for less than 10 users - Module Configuration: If needed, configure the system with Odoo modules for Sales and CRM, Inventory and MRP, and Accounting and Finance Ideal Freelancer: - Extensive experience in installing and configuring Odoo Enterprise - Familiarity with Proxmox - Proficiency in setting up user management systems - Experience with Odoo modules is a plus - Ability to adhere to timelines and deliver excellent results
I need a skilled developer to create a custom CRM system for Windows. The CRM should have the following features: - Contact Management: The system should allow me to store, organize, and update contact information. - Sales Tracking: It should help me track sales, sales targets, and performance metrics. - Task Management: The CRM should have a task manager where I can assign tasks and track their progress. Compatibility with Windows is a must. And data security is a priority; the CRM should have role-based access control to ensure only authorized personnel can view and manipulate sensitive data. Ideal skills for this project include experience in Windows software development, CRM system design, and data security management. Strong communication skills ...
IMPORTANT FOLLOW THE SHORT YOUTUBE TUTORIAL I'm looking for a skilled Unity developer to create a small terrain for me. It's essential that this terrain is made with a provided image as the heightmap. I can also provide a tutorial of what is needed to be done using the heightmap i will provide The terrain is small, I'm not looking for anything too complex at this stage. i provided a raw image in case this dont work you can make one from the png In terms of environmental features, I would like a plane as the water body as a separated object. Ideal skills and experience for the job include: - Proficient in Unity with a strong background in terrain design - Ability to work with provided images for heightmaps - Strong understanding of texturing and color creatio...
Build Scalable, Responsive and Dynamic website, and mobile app (iOS and android): Key requirement from developers: • Looking for a team of qualified developers with knowledge of all the functionalities required for this project ...Creation of users with different access of admin panel according to their role • User management: with updating and deletion of users • Statistics like current number of students. weekly growth, university listing, student meeting with experts • Expert login and expert will see his assigned students • Expert assigned student profile updating Key Integrations: - Google analytics integration - Zoho CRM integration Note: We don’t want to rely on 3rd party apis or integration for most of the functionalities so as to avo...
I am looking for a Zoho Books expert to help with managing my invoices and creating financial reports. Key Tasks: - Creating and Managing Invoices: - You will be responsible for setting up a streamlined process for creating and managing invoices in Zoho Books. - Generating Financial Reports: - I need help creating customized templates for financial reports that I can easily use in the future. Additional Information: - I already have an existing Zoho Books account set up. - The financial reports need to be generated just once, but I would like to have some templates that I can reuse. Ideal Skills and Experience: - Proficient in Zoho Books and its features. - Experience in creating and customizing invoicing and financial reporting templates. - Abilit...
This project demands professional video editing services for our recipe and cooking tutorial footage. I'm seeking someone who can craft engaging 1 to 3-minute clips using an exciting fast-cut style. Ideal Skills and Experience: - Proficient in Fast-Cut video editing - Previous experience with food-related footage from a recipe or a cooking tutorial. - Success in distilling complex cooking process videos into clear, concise and engaging clips for the viewer. Looking forward to collaborating and creating mouthwatering videos together!
...Marketing and Customer Support Apps with my current CRM. The key functionalities I'm looking to integrate are conversational, SMS and funnel app. Key Responsibilities: - Integrate Email Marketing features like Email Campaigns and Templates seamlessly into the current CRM system. - Integrate Customer Support functionalities to enable efficient Ticket Management within the CRM. The specific apps to be integrated should include: - Chatbot: Implement an interactive chatbot within the CRM to enhance customer engagement and support. - Text Messaging: Enable SMS sending and receiving integrated within the system. - Sales Funnel: Incorporate a sales funnel feature to streamline lead nurturing and sales processes. Ideal Candidate: - Proven track record in C...
...making informative how-to/tutorial videos or are you more interest in comparing videos? If so, we have an amazing opportunity for you to join our team and showcase your talents on our established YouTube channel. We're looking for individuals who can create engaging step-by-step tutorials for software, apps, and email marketing tools. Please note, these are not animated explainer videos; we require screen recordings. Requirements: - Proficiency in English (native speakers preferred) - Willingness to record your phone/computer screen, along with your voice - Ability to explain concepts clearly and concisely - Access to a high-quality microphone I'm looking for someone that: - That's able to work with deadlines - Can edit videos in bulk - Knows how to make a t...
...integrate WhatsApp into our existing CRM solution under our B2B product, my customer will setup their whatsapp business account under our platform like wati. This will be used for customer messaging and campaign management. Check our platform and let me know, how should we provide this feature to customers to make their life easy so they can have whatsapp all conversation at one place. Key Features and Functionality: - Ability to create and send WhatsApp messages from our CRM platform - Conversations and message history should be recorded and displayed within individual records on the CRM - Complete tracking and reporting capabilities including message delivery status Specific Requirements: - Integration of WhatsApp Business account with our CRM - Camp...
Debe tener lo siguiente: CRM Multiagente Chats gratuitos ilimitados Contactos ilimitados Historial de chats ilimitado Chatbots Asignación automática de chats Facebook e Instagram (BETA) Integración al instante API WhatsApp send Soporte por WhatsApp
I'm looking for a professional who can help me generate contact information (name, email, and phone) for leads suitable for my direct email marketing campaign. Key Responsibilities: - Develop a robust strate...strategy to identify and collate data from various sources. - Ensure the data is accurate and up-to-date. - Organize and present the data in an Excel spreadsheet format. Ideal Skills: - Experience in sales lead generation. - Proficiency in using data collection tools. - Strong analytical and organization skills. - Knowledge of email marketing best practices. Experience in direct email marketing or a CRM system would be a bonus. The successful candidate will be meticulous and detailed-oriented, with the ability to deliver high-quality, targeted leads to support my mar...
...marketing agency. - **Tools**: The project involves configuring AI with our CRM system, email marketing platform, social media management tool, ChatGPT, Google Workspace, and Notion. - **Processes**: I'm particularly interested in automating lead generation, email campaigns, social media scheduling, customer support, and project management. - **Lead Generation Automation**: For lead generation specifically, I envision the integration of AI through both AI-powered chatbots and automated lead scoring. Ideal skills and experience for this project include a deep understanding of AI technologies, advanced knowledge of the specified tools, and a strong track record in automating marketing processes. A background in CRM systems, email marketing, social media management,...
I'm in need of a lightweight CRM application for managing FTP data transfer on Windows and Mac. The app should be around 1.90 kb in size. Here's what I'm looking for: - **File Transfer Tracking**: The app needs to provide real-time updates on the progress of file transfers. It should also maintain logs of completed transfers and notify me of any failed transfers. - **Contact Management**: A key feature of the CRM should be its ability to manage contacts. I should be able to add, edit, and delete contacts. These contacts should be organized into categories or groups. Additionally, I should be able to search and filter contacts based on specific criteria. - **Activity Logging**: The app should have a feature for activity logging. It should record order history, ...
- Merging Persons Records on a Single Table - Fixing some bugs - Displaying "merge company" interface instead of the expected "merge person" interface - Merging Persons Records on a Single Table - Displaying the listed fields on merge person CRM section - Add a "Date-Added" field to CRM records for FirstPrint project. - Update image on CRM Instruction page for FirstinPrint project - Update the Input field and other Issues in the FirstinPrint project
I am looking to enhance our existing Salesforce Journey Builder wit...(B2C) audience. The successful freelancer should have proven experience in Salesforce CRM integration with Journey Builder. Where possible, the freelancer should: - Enhance the email automation system for effciency - Develop personalized messaging to engage our consumer base - Implement customer journey mapping features to better understand our users’ experiences Skills and Experience needed: - Experience working with Salesforce Journey Builder - Expertise in CRM integration - Understanding of both the email automation processes and personalised messaging - Prior work in customer journey mapping CRM integration: - The freelancer must integrate the Journey Builder enhancements with our exi...
I'm in need of a skilled developer to create a Microsoft Outlook plugin that will enable me to upload the email body to my CRM system. or similar
...client criteria. Reach out to potential clients via email, phone calls, and social media to introduce our marketing services. Schedule meetings between qualified leads and our team. Maintain accurate records of leads and interactions in our CRM system. Collaborate with our marketing and sales teams to develop effective lead generation strategies. Requirements: Proven experience in lead generation and appointment setting. Excellent communication and interpersonal skills. Strong research skills and the ability to identify potential clients. Familiarity with CRM software and lead tracking. Self-motivated and able to work independently. Ability to meet targets and deadlines. Experience in the marketing or digital marketing industry is a plus. What We Offer: Competitive salar...
I'm looking for a custom add-on for Perfex CRM. The add-on shall generate a graph that can be filtered by personnel and date. Key requirements include: - Display data: The graph should show the number of opportunities. - Chart style: The preferred style is a line chart. - Filtering: The graph should be filtered based on selected personnel and date ranges. Ideal skills for this project include familiarity with Perfex CRM, strong PHP and MySQL experience, as well as an understanding of charting libraries for graph representation. A professional who can work efficiently and deliver a user-friendly, visually appealing solution will be highly appreciated. There is a ready-made page similar to our needs in Perfex CRM. I just want it to be converted into a plugin with ...
I am looking for a software developer that can create a comprehensive tracking system for my lar... the system should be able to efficiently track and manage stock levels, reorder points, and provide alerts for low stock. - Customer Support and Communication: The system should include a CRM module that will help me automate my customer support processes. This includes tracking interactions with customers and managing communication effectively. Ideal Skills: - Software Development: Proficient in developing customized software applications that are scalable and can handle a large volume of data. - Automation: Experience in creating automation scripts and systems to optimize business processes. - CRM Development: Knowledge in developing Customer Relationship Management systems...
I have an issue with my Gmail email signature. When I try to add images to my signature by uploading directly, it's not displaying properly. I use gmail and zoho email client. Used to create the signature. Key requirements: - Image not displaying in email signature after uploading directly - Need a fix for the issue while keeping the signature design intact Ideal skills and experience: - Proficient with Gmail email signature settings - Previous experience in resolving image display issues in email signatures - Strong understanding of HTML/CSS would be a plus The goal is to have the images display correctly in the signature and ensure that it's a seamless experience for all recipients. Do not contact me on WhatsApp or Email!
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I'm looking for an experienced video editor who specializes in editing YouTube tutorials. Your main focus will be enhancing my videos by adding engaging graphics and effects and taking ...tutorials. Your main focus will be enhancing my videos by adding engaging graphics and effects and taking care of the sequencing and timing to maintain viewer interest throughout the video. Ideal Skills & Experience: - Experience in editing YouTube tutorials - Proficiency in adding graphics and effects - Strong sequencing and timing skills Please include your experience and examples of YouTube tutorial videos you've done in the past in your application. Your skills will be a major determinant of this project's success. I look forward to seeing your work and discussing the pos...
I'm attempting to leverage the power of Odoo CRM to streamline my business processes. My familiarity with Odoo CRM is basic, hence I need an expert consultant in this tool. This project requires the ability to: - Assess our current use of Odoo CRM and identify opportunities for enhancement - Suggest and implement strategies to streamline our business processes leveraging Odoo's capabilities - Train and support our team in better utilizing Odoo While I'm open to improvements in all areas, I've skipped specifying any particular functions in Odoo for the consultant to focus on. I'm depending on the expert to guide me. Ideal Skills and Experiences: - Proven track record in implementing and enhancing Odoo CRM - Background in business proce...
