Sharepoint crm salesforce jobs

I'm in need of a freelancer with expertise in PowerAutomate, to fix the errors of an existing Flow. It has duplicate items in the excel. - Check c...expertise in PowerAutomate, to fix the errors of an existing Flow. It has duplicate items in the excel. - Check current PowerAutomate flow - The excel export has duplicate Unique System ID. **Ideal Skills and Experience:** - Microsoft PowerAutomate - Solid experience in generating and manipulating Excel documents through automated flows. - A good understanding of inventory management principles - Sharepoint Feel free to reach out if you have any innovative ideas or if you need further clarification on our project needs. I am excited to work with a skilled individual who shares our vision for efficiency and accuracy in invent...

...preferably in the e-learning or education sector. Strong communication and interpersonal skills. A client focused professional with ability to listen and understand their needs and advise in their best interest A resilient team worker with the agility to find solution and deliver the edge A people person who thrives in bringing people together Interested in Tech and Innovation topics Familiarity with CRM software (Customer Relationship Management). Proficiency in LinkedIn automation tools, such as LinkedHelper, for efficient outreach PLUS: An established network of key decision makers, students and professional associations is a strong plus. PROJECT AUTONOMY The candidate should be self-sufficient and require minimal assistance in project execution. Ability to independently ...

I am in need of a freelancer with solid high-level expertise in leveraging for wor...solid high-level expertise in leveraging for workflow optimisation. - Task Focus: The primary task at hand revolves around optimizing my client onboarding process. It would require integrating steps, such as lead capture, follow-up communication, and collecting client information, into a seamless workflow. - Ideal Skills: Extensive experience in , in-depth understanding of CRM processes, client onboarding, workflow optimization, data organization, and communication. This undertaking aims at implementing a structure that supports an intuitive, efficient, and high-productive workflow. An ideal candidate would be someone who can design this system with future scaling in mind.

I'm looking for an expert in Microsoft Flow and SharePoint to create a system that sends out scheduled workflows on a weekly basis. These workflows need to include attachments such as documents and spreadsheets sourced from a SharePoint list. **Key Requirements:** - Proficiency in Microsoft Flow and SharePoint - Ability to automate workflows to send weekly - Experience with handling document and spreadsheet attachments - Knowledge in configuring SharePoint lists to work seamlessly with Microsoft Flow **Ideal Skills and Experience:** - Previous experience with SharePoint list management - Familiarity with Microsoft Flow automation processes - Expertise in managing and automating document and spreadsheet attachments in flows - Strong problem-solving...

...updates on inventory levels, including incoming stock and items sold. - **User-Friendly Interface:** Should be easy to use for staff at different levels without extensive training. - **Reporting and Analytics:** Capable of generating detailed reports on inventory trends, helping in making informed decisions. - **Integration Capabilities:** Ability to integrate with existing systems such as sales, CRM, and accounting software to streamline operations. - **Security:** Secure access controls to ensure sensitive business data is protected. **Ideal Skills and Experience:** - Experience in developing or customizing inventory management systems for wholesale businesses or similar sectors. - Strong knowledge of database management and software engineering principles. - Proven track rec...

Significant experience with day-to-day technical management of the NetSuite platform. Knowledge and working understanding of CRM and Marketing Automation platforms. Strong NetSuite ERP and CRM Development experience. 5+ years with JavaScript. 3+ experience with SuiteScript 1.0 and 2.0, SuiteFlow, and SuiteTalk . Experience with integration of 3rd party applications. Strong understanding of semantic HTML / HTML5, CSS / CSS3. Ability to learn and use existing JS libraries. Existing experience with Node.js, Angular.js and Bootstrap.js. Ability to quickly adapt to new requirements and changing situations. Ability to work on multiple projects simultaneously. Quick learning, independent thinki...

I am on the hunt for a SharePoint engineer with expertise in Power Automate to enhance our SharePoint Online environment. My goal is to streamline processes within our organization through sophisticated workflow solutions. Here's what the project entails: - **Custom Development in SharePoint**: Crafting unique solutions that cater to our specific business needs. This might involve developing custom lists, libraries, or site collections that go beyond the out-of-the-box features of SharePoint Online. - **Power Automate Workflow Development**: The primary focus here is on automating basic tasks related to data entry and retrieval. The ideal candidate will create workflows that not only improve efficiency but are also scalable and easy to maintain. ...

This is our company crm , i want addons in this& my requirements are: I'm seeking a professional for integrating essential addons into an existing PHP project. These include but may not be limited to user authentication, a payment gateway, and an email notification system. The exact specifications are outlined in a document that will be provided upon initiation. REQUIRED SKILLS AND EXPERIENCE: - Expert knowledge in PHP - Proven experience with user authentication systems - Proven experience with payment gateway integration - Experience in setting up an email notification system - Familiarity in working with project specification documents APPLICATION REQUIREMENTS: Please include a summarised account

We are looking to buy a CRM application with source code, here are some key factors to consider: **Customization Flexibility**: Ensure the CRM offers enough flexibility for customization to fit specific business needs. **Scalability**: CRM application that can scale along with our business growth. Make sure the source code is structured in a way that allows for scalability without major rewrites. **Security**: Security is paramount when dealing with customer data. Look for a CRM solution with robust security features and practices. **Documentation**: Comprehensive documentation of the source code is essential for understanding its architecture, functionalities, and how to customize or extend it. Make sure the CRM provider offers clear and accessible...

I am in need of a skilled developer who can build a Class 5 switch with specific attributes. Key Features: - Call routing capability - Voicemail inclusion - Call recording The switch will be expected to handle high...attributes. Key Features: - Call routing capability - Voicemail inclusion - Call recording The switch will be expected to handle high volume traffic, i.e., over 500 calls per day. Furthermore, it should be integrated with a voip billing system Ideal Skills & Experience: - Significantly experienced in telecom and building Class 5 switches - Previous work with high-volume telecommunication systems - CRM system integration knowledge and experience Please include relevant experience and work samples in your bid. Only developers with proven track records will ...

Looking for SharePoint, Python Rest API along with Power Automation developer it is a remote connection. We will give 24-29k per month. For 2hrs a day from mon-fri

Need SharePoint, Python Rest API along Power Automation. It's a part-time opportunity 2hrs per day payment will be accordingly 25-28k per month

...those with strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients What We Offer • Support & Resources: Whether you join as an Agent or a Partner, you'll receive the necessary tools, promotional materials, and support to succeed. • Training for Agents: Comprehensive training in our Customer Service and CRM systems. • Flexible Earning Potential: With our commission structures, your earning potential grows with your efforts. Ideal Candidate • Strong networking skills in e-commerce, sourcing, or logistics, especially for e-commerce trainers/tutors with a number of students/fans/clients • Excellent communication skills. • Motivated, with a dr...

...sales targets by effectively managing the sales pipeline. • Utilize CRM software to track all interactions with leads and maintain an organized workflow. Qualifications: • Some understanding of Computerized Maintenance Management Systems (CMMS). • A light understanding of facilities maintenance and work order management processes. • Proven sales experience with a track record of successfully closing deals. • Outstanding communication and interpersonal skills to engage leads and build rapport. • Ability to explain complex software systems in a clear and concise manner that is easily understandable to non-technical potential clients. • Highly organized with great attention to detail and follow-through. • Proficiency with CRM software t...

I'm seeking a proficient developer or team with expertise in Salesforce Commerce Cloud (SFCC) to undertake a series of updates and additions to our existing website. The project will encompass three main areas: 1. **Design Changes:** - The primary goal is to enhance the user experience on our site. This will involve rethinking our current layout and navigation to ensure a more intuitive and seamless experience for our users. - Ideal candidates will have experience in UI/UX design, particularly within the SFCC environment, and a portfolio demonstrating previous work that has successfully improved user experiences. 2. **Integration with Third-party APIs:** - We require integration with shipping and tracking services. This will enable us to offer our customers re...

I am working with a unique version of Traccar, and in need of an experienced programmer who can carry out some specific functionalities: • Incorporating real-time tracking • Implementing Geofencing • Setting up alarm and notification features Please note, there won't be the need for integration with an existing CRM system, customized reports and analytics nor mobile app integration. However, I require someone adept at navigating different versions of Traccar and understanding the intricate requirements of this project. Demonstrated experience with similar projects would be highly beneficial.

...well-versed in ERPNext who can help me optimize my customer relationship management (CRM). The primary focus will be on inventory management, sales order management, and human resources management. In this project, you will: - Optimize the CRM module in ERPNext - Streamline inventory management - Improve the sales order management processes - Enhance the performance of human resources management The ideal candidate will be proficient in ERPNext and have a solid background in CRM. Experience in improving business performance through ERPNext is strongly desired. Please note that CRM integration is not required in this project. Your main responsibility will lie in improving and customizing features of the CRM module in ERPNext. If you have the necessary...

...reporting capabilities to track engagement, response effectiveness, and identify areas for improvement. - **CRM Integration:** Ability to integrate with our existing Customer Relationship Management (CRM) system for smooth information flow and better customer service. **Ideal Skills and Experience:** - Proficiency in chatbot development, particularly with natural language processing. - Experience with integrating messaging platforms like WhatsApp, Instagram Direct, and Facebook Messenger. - Familiarity with creating user-friendly drag and drop interfaces and implementing conditional logic. - Strong background in developing multi-language supported systems. - Expertise in analytics tools and CRM software integration. **Additional Requirements:** - Flexibility to in...

We are seeking a detail-oriented and proactive data entry specialist to assist us in compiling a comprehensive list of background check agencies. The primary responsibility of this role will involve conducting research on platforms such as Google, Just Dial, and other relevant listings to identify and gather details of background check agencies. The successful ...and proactive data entry specialist to assist us in compiling a comprehensive list of background check agencies. The primary responsibility of this role will involve conducting research on platforms such as Google, Just Dial, and other relevant listings to identify and gather details of background check agencies. The successful candidate will be responsible for entering this information into our CRM system accurately and ef...

I am seeking a professional to integrate an intuitive dashboard into my existing CRM system. The focal point of this project will be to monitor and visually display both the number of job setup and pertinent financial data from our workforce. Key Features: - Job setup tracking: accurately monitor and display the total number of jobs set up in real-time. - Revenue tracking: concurrently, the dashboard should efficiently track and project revenue generated from the workforce. Ideal Candidate: The perfect candidate would be an expert in CRM system integration with a focus on dashboard design and data visualization. A good grasp of data analysis, specifically related to job tracking and revenue monitoring, is key. If you can deliver a cohesive dashboard that seamlessly integr...

I require a Notion CRM tailored to my position as a Financial Advisor. The key features I need incorporated include: - Contact Management: The ability to organize and retrieve client contact details effectively. - Lead Tracking: Capability to monitor prospective clients, their interest levels and conversations. - Task Management: System to prioritize and manage daily responsibilities. Furthermore, I need this CRM to seamlessly integrate with my current workflow. This includes syncing with: - Email: Automate communications and store on CRM. - Calendar: Coordinate with task management for efficient scheduling. - Document Management: Connect with our data repository for instantaneous file sharing. Lastly, I need the CRM to manage and analyze the following dat...

I'm looking for a developer specialized in AI and CRM systems to enhance our existing custom-built CRM. Key tasks for the AI will include: - Performing detailed data analysis and generating predictions - Intelligently segmenting our customer base - Automating our lead generation process - Auto-draft proposed email response. The ideal candidate should be proficient in data analysis, machine learning, CRM systems, and programming languages necessary for the task. As the time frame is crucial, the developer should be ready to invest sufficient time to complete the project within a month. An understanding of our business model to effectively segment our customer base and generate leads will be advantageous.

We are seeking a developer specialized in Perfex CRM to create a custom module that will enable the addition and advanced management of images and files for items listed in the system. This enhancement aims to improve our ability to dynamically present and share product information. Project Details: Custom Module Features: main_image: A field for assigning a main image to each item. This image will be used in various contexts, such as quotes and invoices. image_gallery: A field to build an image gallery for each item, accessible for viewing and editing. attached_files: A field for attaching various files (PDFs, videos, etc.) to items, enriching the content available to users. Module Requirements: An intuitive user interface for uploading, viewing, and deleting images and files. ...

I need a talented Salesforce developer with a deep understanding of non-profit success pack (NPSP) customisation and external integrations. I want to use this CRM for a charitable Wealth Management practise that is dealing in Sales of Financial Products Key Tasks: - Import and Update Leads - Push Sms and Email - Capture Personal Data - Capture Financial Product requirement using Ticketing system - Capture Sales and track Execution Stage - Capture Revenue due and paid - Send reminders/greetings/dues notification by email/sms Ideal freelancer skills and qualifications: - Proven record in Salesforce CRM customisation, specifically NPSP. - Expertise in integrating platforms with MSG91 for both email and SMS capabilities. - Comprehensive understanding of CRM...

I'...knowledge and answering any questions to encourage sales. **Ideal Skills and Experience:** - Native-level proficiency in German. - Experience in sales or telemarketing roles, particularly within call centers. - Strong communication skills and the ability to follow a script closely. - A pleasant and engaging phone presence, with the ability to persuade and inform potential clients. - Familiarity with CRM software is a plus, as tracking calls and client information accurately is crucial. The ideal candidate will have a track record of successful sales or telemarketing experience, with specific skills in building rapport with clients and closing sales over the phone. If you are motivated, articulate, and ready to contribute to our team's success, I look forward to rece...

I'm seeking an experienced Salesforce developer to construct a versatile lightning record feature for our CRM. This component should not only support basic functionalities such as creating, updating, and deleting records but also allow users to attach, view, and manage documents directly within each record. The key aspects of this job include: - **Core Functionalities**: Develop a lightning record with the capabilities to create, view, update, and delete records seamlessly. Integration of an attachment feature is crucial, enabling users to attach PDFs, Word documents, and images to any record. - **Design Preferences**: A keen eye for design is necessary. The lightning record should embody a clean, modern aesthetic yet remain customizable to fit our brand's evolvin...

...leads in conversation to determine their level of interest and qualification as potential clients. Qualify leads based on established criteria and identify those ready for immediate assistance from a real estate agent. Provide live transfers of qualified leads to real estate agents, ensuring a seamless transition and timely follow-up. Document all interactions and lead details accurately in the CRM system for future reference and tracking. Meet and exceed daily and weekly call volume and lead transfer targets to support the brokerage's growth objectives. Collaborate closely with the real estate team to provide feedback and insights on lead quality and opportunities for improvement. Requirements: Must speak English fluently. Proven experience in outbound calling or telemark...

I'm seeking a skilled developer to create a script for Perfex CRM API that fetches specific customer information. This script should property listing details including names, addresses, photos, etc which enables for . The script will need to arrange this data into a feed link formatted as an XML file. Informed knowledge of Perfex CRM API and proficiency in XML are paramount for this project. Previous experience in similar projects is desirable but not essential. It's key that the script is efficiently coded and accurately pulls the necessary data. A XML Integration is required to sync properties with Bayut and/or dubizzle in bulk using external CRM systems. XML integration allows clients to maintain their inventory on Bayut and/or dubizzle by providing the p...

Ontraport is our CRM which has an extensive API. Royal Mail is our Delivery partner which has an extensive API. I am looking for someone to 1. Create a listener that will receive a Webhook from our CRM 2. Send a response back to our CRM that the record has been received 2. Store the API data in our DB. 3. Submit the order to Royal Mail and listen log the success / failure outcome 4. Send the information back to our CRM and update the record with the Royal Mail data

...of a skilled individual or team to assist in the conversion of a directory stored as an image PDF file into a structured CRM database Excel sheet. This task is vital for my ongoing data analysis, entry, and organization efforts. 7 PDF files are there which needs to be converted to corresponding CRM excel sheet ( Excel sheet format will share and what data needs to be segregated ) **Key Requirements:** - **Data Extraction**: Ability to accurately mine the following information from each entry in the image PDF directory: - Name - Email Address - Phone Number - **Data Entry**: Efficiently input the extracted data into an Excel sheet that will be integrated into my CRM system for further data organization and analysis. **Ideal Skills and Experience:** - **PDF ...

...funnel. - **Scheduling Appointments:** Your effectiveness in securing appointments will be crucial. I'm aiming for 10-20 appointments per week, striking the right balance between quantity and quality. **Ideal Skills and Experience:** - Proven track record in appointment setting or sales, preferably in the Saas industry. - Exceptional communication skills, both verbal and written. - Experience with CRM tools to track and manage leads efficiently. - Ability to work independently, prioritize tasks, and manage time effectively. - Familiarity with the nuances of dealing with small businesses and large enterprises. This role requires dedication, persistence, and the ability to adapt strategies based on target audience feedback. If you have a knack for connecting with people an...

...seeking a freelancer with expertise in SharePoint Online to conduct a comprehensive security assessment of our environment. The audit will focus on three key areas: 1. **Data Security**: Ensuring our data is protected against unauthorized access and breaches. 2. **User Access Management**: Evaluating how access is granted and controlled, including roles and permissions. 3. **Authentication Methods**: Reviewing the strength and implementation of our authentication processes. Report should include: -- Review and implement best practices for external sharing settings. -- Identify any vulnerabilities or potential security risks. -- Recommend improvements to enhance the overall security posture of SharePoint Online. Additionally, it's crucial that our SharePoint ...

Need a subform in Contacts Module to be Sort by one column

Currently when you go to the projects section of perfex crm, the projects appear directly (screenshot attached). It is true that you can filter them by tags, but this is not the methodology I would like to use. I would like to create a module which allows me to sort them by folders, something similar to what perfex crm has in the utilities section, multimedia, or as any operating system has when creating folders, subfolders... And that therefore the projects you can put them in folders or subfolders (as if they were an object). Evidently the tasks that are assigned to you or the projects, they have to continue sending notifications to you through the bell and the email as at the moment.

I am looking for a Marketing Assistant to join my...Ability to work independently and as part of a team. Skills Required - Developing and managing advanced marketing strategies - Content creation for various platforms - Formation and execution of compelling advertising campaigns The main focus of your work will be on generating meaningful leads that can be converted into a loyal customer base as well as managing our Website and connecting it to our CRM. A deep understanding of the market dynamics will be ideal for successful lead generation. Your superior skills in website management, creative content development, and effectual advertising campaign construction could make a significant impact on the business. Your broad yet profound experience in the aforementioned areas will set ...

...application. This is a robust Customer Relationship Management (CRM) tool targeted at small and medium businesses. Key responsibilities: - Analyze and understand the CRM features of the application, primarily contact management and sales forecasting. - Create a company description - Perform SWOT and strategic analysis. - Analyze prospective customers, understand their needs, and how the application can meet them. - Develop a comprehensive, tailored marketing plan targeting small and medium businesses. - Conduct a financial forecast, and perform industry and competitive analysis. The ideal candidate should have: - Proven experience in business and marketing plan development specifically for SAAS applications. - Deep understanding of CRM systems targeted for smal...

...protocols and regulations. User Interface: The user interface should be user-friendly, intuitive, and accessible to users with varying levels of technical expertise. Integrations: The system should integrate seamlessly with existing enterprise applications and services. 5. Technology Stack Programming languages: Python, Java, JavaScript Frameworks: Django, Spring Boot, React Databases: SQL Server SharePoint MySQL, PostgreSQL, Elasticsearch AI libraries: TensorFlow, PyTorch, scikit-learn Search Engine: Bing Search APIs 6. Deployment and Maintenance Cloud-based deployment for scalability and accessibility. Continuous integration and continuous delivery (CI/CD) pipeline for automated updates. Comprehensive monitoring and logging for system health and performance. Regular maintenan...

I'm seeking an experienced SharePoint developer to enhance my team's communication and productivity. Key components of this project will include: - Implementing document management to streamline file sharing and storage, reducing time spent locating essential documents. - Creating collaboration tools to foster team engagement and coordination, allowing for more efficient group efforts. - Establishing workflow automation to minimize tedious manual tasks and increase the productivity of our small team, which consists of less than 10 members. Additionally, I require basic user level permissions for this SharePoint project, ensuring appropriate access and restrictions for team members. Ideal candidates will have a strong understanding of SharePoint, proven expe...

...assist in migrating data from Excel 2016 to Salesforce on a weekly basis. The data to be transferred includes contact names, email addresses, and phone numbers. This project requires attention to detail and an understanding of both Excel 2016 and Salesforce platforms to ensure accuracy and efficiency in the migration process. **Key Requirements:** - Proficiency in Excel 2016 - Experienced with Salesforce data import functionality - Attention to detail to ensure accurate data transfer - Ability to ensure data privacy and security during transfer **Ideal Skills and Experience:** - Previous experience with data migration projects, particularly from Excel to Salesforce - Knowledge of Salesforce data structures and how to map Excel data to Salesforce...

Seeking a talented and creative logo designer to craft a unique and captivating logo for our CRM platform, CRMASTER. This CRM specializes in managing leads within a GPS platform, and our logo needs to reflect the innovative and navigational aspects of our service. Ideal Skills and Experience: - Proficiency in graphic design software (e.g., Adobe Illustrator) - Experience in logo and branding design - Portfolio showcasing previous logo designs - Ability to incorporate feedback and revisions promptly - Good communication skills to understand and align with our vision Requirements: - Develop a logo that represents the concept of lead management, CRM, and GPS navigation - The design should be modern, clean, and easily recognizable - Though not specified, incorporating co...

I need assistance with installing, setting up, and customizing Microsoft Forms. The primary aim is to use these forms for collecting and ...Forms. The primary aim is to use these forms for collecting and tracking requests from our internal customers. Here are some key requirements for the project: - The forms need to be integrated with other Microsoft tools like Excel or SharePoint. This will help us seamlessly manage and analyze the collected data. - The project includes the creation of an intake form from which users can select from a list of services. Ideal Skills/Experience: - Expertise in Microsoft tools setup and customization - Strong CAP in combining the functionalities of Excel, SharePoint, and Microsoft Forms - Ability to create an efficient intake process for s...

Hi Thilaga - I'm looking for assistance resetting fields on a PowerApps linked Sharepoint Form. Would you be able to offer guidance? A button, when clicked, should set three yesno fields back to no, and blank out three date and text fields. If you're willing to help we can either zoom or I can send you a screenshot of what I'm trying to do.

Project Description: Existing website: Reference Website: KEY POINTS* Already have a website () and need to update a website like Luxalgo, mainly the animation, graphics, and UI. We nee...website: Reference Website: KEY POINTS* Already have a website () and need to update a website like Luxalgo, mainly the animation, graphics, and UI. We need to integrate affiliate software from idevdirec (through WordPress plugins). We need to integrate payment gateway ( Stripe and other UPIs) Want to integrate Salesforce CRM( optional)? Technology : wordpress* Project Timeline : 15 working days (Saturday and Sunday off) Project cost : 16k INR

I am seeking an PHP developer to add a small printing ( Lablel ) module in our existing CRM, Cloud OneX,

...personalized emails targeted at small business owners - Utilizing creative strategies to convert prospects into clients. Ideal Skills: - Proficient in telephone etiquette coupled with excellent oral communication skills. - Previous experience in cold calling and email marketing is a must. - Able to engage with a variety of clientele while maintaining professionalism and enthusiasm. - Knowledge of CRM and data tracking systems. - Proven track record in lead generation for Small to Medium Businesses. Take your career to the next level and get the chance to work closely with our ambitious team. Countless small businesses across the nation are waiting for you to show them what we have to offer. If you're ready to transform these businesses while aiding in our goals to broaden...

... **Weekly Hours**: - The position demands a commitment of 20-40 hours per week. Flexibility within this range is preferable to accommodate varying workloads. **Skills and Experience**: - Exceptional communication skills, both written and verbal, are a must. - Prior experience in customer support, especially in a role that includes handling inquiries and resolving complaints. - Familiarity with CRM software and live chat tools would be beneficial. - Ability to maintain patience and politeness even under stressful situations. - Strong problem-solving skills and the initiative to go above and beyond for customers. This role is crucial for maintaining our company's dedication to outstanding customer service. We're looking for someone who is not only skilled in the require...

...preparation of PowerPoint presentations for offline seminars. -Managing marketing tasks, specifically focusing on Google My Business. - Undertake active client communication, ensuring all inquiries and follow-ups are handled promptly and professionally. - Execute effective email campaigns to nurture leads and maintain engagement with our client base. - Maintain and input relevant data into COMPASS CRM, ensuring accuracy and accessibility of information. **Weekly Hours:** - The role requires a commitment of 10-20 hours per week. **Key Skills and Experience:** -Mandarin and Chinese speaking and fluent in English - comfortable adapting to new software as needed. - Strong background in real estate, with a deep understanding of market trends and property valuation. - Excellent commu...

...intrastate on SharePoint. Although I didn't specify certain functionalities, I would still want a functional and streamlined setup. It should be an intrastate , where i have multiple parties on boarded , each party to have their own login - once upon on boarding is complete, for On boarding each party need upload their documents , that should go to specific document structure and retrievable upon needed. My Price is 25$ with a Turn Around Time of 1-2 days Here's what I expect: • A project proposal detailing how you plan on approaching this project. Your step-by-step approach should be well express, so I can understand your thought process and strategies. • Intermediate expertise in SharePoint is crucial for success in this job. I am expecting you...

I need a reliable professional who is skilled in Salesforce to clean up the data in my account and add clean data. While there are less than 1,000 records, they contain duplicate contacts, incomplete records and inaccurate data, which need an expert’s touch. Here are the task specifics: - Add 4 contacts per account: CFO, CEO, CHRO, Director of HR, Vice President of Human Resources are all acceptable. data needed is email, phone, linkedin url - Identifying and merging duplicate contacts - Filling in incomplete records - Flagging the inaccurate data and correcting it As the volumes are small, a focused and thorough approach is necessary to ensure no data is unintentionally lost or altered. Significant Salesforce experience is necessary, with particular reference to data ...

i am hoping you could tutor me a tiny bit i am having so many issues with my crm i am building for myself. I do not want you to build it. But just teach me a bt because im learning airtable myself. I am having trouble with relaitionships. my goal is that in my sales pipeline, whenever i win a lead it will go into the won lead page or if i do not win a lead it will go into the lost leads. this way my sales pipeline doesnt get all messy. im working on organizing my leads within the Kanban