Crm reports excel punët
Pershendetje Ardit, keni eksperience me Suite crm apo Vtiger crm? kam nevoje pernje konfigurim ne lidhje me crm dhe asterisk
Jam i gatshëm për të bërë gjithçka që punohet me Microsoft Office Excel...
Programing in Dot Net & SQL Server. Visual Studio 2010, SQL Server 2012 Express ose më të avancuar. Modify existing modules, add modules, design interface, Reports...etc
hello sir mujhe job ki bhut zaroorat hai plz aap se request hai
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I am seeking a freelancer to assist me in establishing connections with businesses and medical professionals across the USA. The site is You're tasked with the following: - Identifying and reaching out to potential prospects from these sectors in the USA. - Facilitating initial contact and engagement with these prospects. - Providing regular updates and reports on the progress and insights from these interactions. I am open to suggestions on the best strategies to achieve this, be that through marketing, sales, or networking. Your expertise in these areas would be invaluable. Please provide some details on your relevant experience and how you plan to approach this project.
As a small commercial general contractor, I'm seeking professional assistance to improve my Excel workbook used for estimates and bids. The ideal candidate for this task should have: - Top-notch Excel skills, specifically understanding VLOOKUP functions and formulas for summing totals. - Experience in creating automatic calculations to streamline my estimation process. - A knack for designing and customizing Excel templates. - A solid understanding of construction or a similar industry would be a huge plus. Specific tasks include: - Building automated calculations for summing totals and utilizing VLOOKUP functions. - Customizing Excel templates, specifically for the cover sheet, project details sheet, and bid summary sheet. Approach this task with a ...
I am actively seeking 50 dedicated women to assist with part-time digital marketing on Facebook and Instagram. Ideal candidates are those with: -No skills required - 10th pass can also apply - work from home opportunity - Training and guidance will be provided This is an exclusive opportunity for women only. If you're looking to excel in a digital marketing role, please place your bid.
I'm in need of a skilled survey designer to help me create a structured questionnaire that'll measure the success and efficiency of our IT services. Key Requirements: - Create a comprehensive survey that includes various KPIs related to IT services. - Focus on measuring areas l...customer satisfaction. - Ensure the survey is structured in a way that it can be deployed on a monthly basis - The survey should be easily understandable by the respondents and generate actionable insights for our IT team. Ideal Skills and Experience: - Proficiency in designing surveys with a focus on KPIs - Knowledge of IT services and various KPIs associated with them - Experience in designing reports for IT service performance - Ability to create clear and concise questions that will yield m...
I'm looking for a CRM automation expert to optimize and automate our daily processes in Monday.com. The aim is to streamline our operations, increase data accuracy, and improve task allocation in order to enhance efficiency and productivity. Key Requirements: - Automation of Sales Pipeline Management - Automation of Task Management - Automation of Communication Tracking Current Pain Points: - Manual data entry errors - Inefficient task allocation Expected Outcomes: - Streamlined processes to reduce manual effort - Increased data accuracy and reduction of errors - Improved task allocation and productivity Ideal Skills and Experience: - Extensive experience in CRM automation, particularly with - Proven track record in process optimization and efficiency improvements -...
...Attorney Personal Injury Near Me 16 - Accident Lawyers Car 17 - Personal Injury Lawyer Attorney 18 - Car Accident Attorney Lawyer 19 - Accident Lawyer Near Me 20 - Lawyer For Auto Accident This is for the website The ranking must hold for 1 month before escrow is released. I must be 100% happy with the result. I require daily reports on what you are doing. I want daily backlink reports. I want daily position ranking reports. In addition, I want to see more backlinks that are high DA and PA and are more niche related. The niche has to do with accident lawyers and accident attorneys. I require top notch communication efforts with my team and myself. Software should not be used to gain rankings. Everything should be manual. Evidence of software being used will b...
We are looking for expert who can write lab reports on experiments done in (Sound Insulation & Absorption Lab), (Impedance Tube Lab), (Room Acoustics Lab)
I am making a GANTT chart and need to make it highlighted. the chart is created using highlight formula instead of using basic insert chart option. I need help to do a part of it. Video explanation of the problem: Excel file I am working on is attached: The ideal chart should look like the attached image: Looking for the cheapest service as this is almost done.
I'm in need of a skilled developer to create a custom video AI app. The app is intended for sending personalized video messages to customers. As emails are sent, the app should automatically regenera...personalized video messages to customers. As emails are sent, the app should automatically regenerate customers names. The ideal candidate should have experience in: - Developing AI applications - Implementing video messaging features - Creating web-based applications Key Features: - AI Integration: The app should be able to regenerate customer names as emails are sent. - CRM Integration: The app should seamlessly integrate with CRM CINC and MOJO sales. - Web-Based: The app should be designed for use on the web. I am to ideas and I am aware that some companies already o...
...optimization. - Proven track record of boosting product sales through digital marketing efforts. - Ability to suggest and target specific keywords and phrases to improve our online presence. Your responsibilities will include: - Creating and managing PPC campaigns on Google to attract potential customers. - Implementing SEO strategies to increase organic traffic. - Analyzing data and providing reports on the effectiveness of these campaigns. I already have some ideas for keywords and phrases that we could target, but I'm looking for someone with the expertise to refine and expand on these. Your input and creativity in this area will be crucial. If you have a strong understanding of digital marketing, Google PPC, and SEO, and are confident in your ability to drive product...
I'm in need of a developer in United States who has experience working with the 'Get Bonzo' CRM and can assist with integrating it with other systems. The main task involves connecting an application form with the CRM, which should capture and send user information accurately. Key responsibilities: - Integrating the apply form with the 'Get Bonzo' CRM. - Ensuring the form correctly captures and sends user information (Name, Email, Phone number). Ideal skills and experience: - Proven experience working with 'Get Bonzo' CRM. - Strong background in system integrations. - Attention to detail to ensure accurate information capture. - Excellent communication skills to understand and meet the needs of our project.
I need a professional with expertise in assessing the structural integrity of steel towers. The main goal is to ascertain how well the tower is holding up and if it's safe for use. - Skills and Experience: - Proven experience assessing steel towers. - Understanding of load calculations and structural integrity. - Ability to provide clear, detailed reports on findings. Utilize an independent structural engineering resource registered in the State of Tennessee to conduct a comprehensive inspection of the water tower's surface to identify and report any structural defects or areas requiring repair and report such issues to ORNL representatives for concurrence and approval prior to initiating work on the tower.
I'm looking for an experienced professional who can create a custom Microsoft Excel spreadsheet for me. This spreadsheet will be designed to generate GUIDs (Globally Unique Identifiers) in a random fashion. The GUIDs will be used for database record identification. Key Requirements: - Development of a custom Microsoft Excel spreadsheet. - Implementation of a random GUID generation mechanism. - Ensuring the functionality for database record identification. Ideal Skills & Experience: - Proficiency in Microsoft Excel, particularly in custom formula creation. - Strong understanding of GUIDs and their usage in database systems. - Previous experience in developing similar solutions. I'm looking for someone who can deliver a well-functioning and efficient sol...
I am looking for a skilled de...should be interactive and engaging. This will ensure that the system is not only functional but also user-friendly. Reporting System: - The system should generate reports in two ways: - **Downloadable PDF Reports**: The system should be able to generate downloadable PDF reports. - **Dashboard View**: There should be a dashboard within the system where the verification results can be viewed. Ideal Skills: - Experience in developing similar employee pre-verification systems. - Proficiency in creating interactive and engaging user interfaces. - Strong background in generating reports within systems, specifically PDF reports. - Familiarity with referral check systems would be a plus. Please bid on this project if you ha...
I'm seeking an experienced Excel professional to assist with a small data entry project. Key Responsibilities: - Data entry with formulas: You should be proficient in Excel and comfortable working with spreadsheets that require formulas. - Handling digital data: You will be provided with data in a digital format, likely an Excel or CSV file. Ideal Skills: - Advanced Excel skills: You should be well-versed in Excel, particularly in data entry and formulas. - Attention to detail: Precise data entry is crucial for this project. - Efficient and organized: I'm looking for a freelancer who can manage their time and workload effectively. Please note that this is a straightforward project with no requirement for data analysis or visualization. A h...
I am seeking an experienced Excel expert to help resolve an issue with a percentage calculation in my Excel spreadsheet. Despite following standard procedures, the result is incorrect, and I need assistance to identify and correct the problem. Details: I am working with the following data in my spreadsheet: Total Costs for the Job (Cell V14): $241,779.50 Total Collected (Cell V17): $289,844.00 Profit (Cell V15): Calculated as =V17 - V14, resulting in $48,064.50 I need to calculate the profit as a percentage of the total costs, and this should be displayed in cell V16. The formula I am using is: = ( ? 15 / ? 14 ) ∗ 100 =(V15/V14)∗100 Given the values: = ( 48 , 064.50 / 241 , 779.50 ) ∗ 100 = 19.88 % =(48,064.50/241,779.50)∗100=19.88% However, i...
I need a CRM solution designed around the latest version of Odoo, Odoo 13 or Zoho. I'm looking for developers with specific skills and experience customizing Odoo CRM or Zoho Creator (CRM). Key features I need to integrate: - Contact management - Management of the Contracted Services pipeline - Customer support tickets - Agenda management with confirmations via automation via email and Whatsapp - Patient Medical Records - Integration and Management of WhatsApp messages - Built-in video calling appointments Additionally, the project requires specific design and branding elements that will be explained in more detail during the selection process. An eye for detail and a creative mindset are required to meet the specifics of the project. Thanks.
...to checkin and checkout. Stock Management Page: Manage stock on a given property. Reservation Management Page: Manage guest information, reservations, and communication. Contents: List of upcoming guests, reservation details, and communication tools. Billing and Invoicing Page Automate and manage billing and invoicing for property owners. Contents: Invoice creation, payment tracking, financial reports, and transaction history. Couple of small pages to be added, please consider this in your proposal. Responsibilities: Creativity and Innovation: You have the freedom to suggest improvements and make creative decisions that enhance user experience. Responsive Design: Ensure all designs are mobile-friendly and look good on various screen sizes. Collaboration: Work closely with us t...
...ongoing maintenance. Responsibilities: 1. Migrate the existing WordPress website to a new hosting provider. 2. Update the WordPress core and all installed plugins to their latest versions. 3. Verify the security of all plugins and scripts. 4. Identify and remove malware to clean up the website, which is currently flagged on up to 8 malware sites. 5. Address and resolve any 3rd party malware reports. 6. Provide ongoing WordPress maintenance and security support post-migration. Qualifications: 1. Proven experience in WordPress website development and migration. 2. Expertise in identifying and removing malware from websites. 3. Strong understanding of WordPress security best practices. 4. Experience with updating and securing WordPress core and plugins. 5. Ability to troubleshoo...
We are seeking a skilled freelance writer to create comprehensive documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. Responsibilities: Collaborate with our CRM team to understand our current processes and requirements. Conduct thorough research and gather necessary information. Write detailed, step-by-step instructions and guidelines for various CRM processes. Ensure documentation is easy to understand and follow for both new and experienced users. Organize and structure the content logically for efficient reference. Maintain con...
I need to make updates to userform so that empty dates do not affect filter on table. Right now leaving date field empty hides all the rows of table. Few more updates needed and more details will be shared with selected freelancer.
I'm in need of a skilled developer who can create a chatbot SaaS platform. ...easily adaptable and integrable for both educational institutions and businesses. - AI-powered Chatbot: The chatbot should be equipped with AI capabilities to facilitate efficient and effective customer service. - Integration Capabilities: The chatbot should seamlessly integrate with CRM software for customer management and live chat support. Ideal Skills: - Proficiency in chatbot development, particularly SaaS platforms. - Expertise in AI and machine learning to deliver an AI-powered chatbot. - Experience with CRM software and live chat support integration. Your input will be crucial in creating an impactful solution for enhancing customer support. Please include your relevant experience and...
I'm looking for a data scraping specialist proficient in leveraging social media platforms, business directories and website scraping. The goal is to create an Excel sheet with approximately 500 entries for market research purposes. Skills & Requirements: - Proficient in data scraping from multiple sources - Capable of filtering and sorting data - Able to extract and compile the following data fields: zip codes, locations, contact information, business name and industry. The successful candidate should demonstrate experience in similar projects, showcasing their ability to find and compile information efficiently and accurately for market research purposes.
I need a comprehensive analysis of the youth demographics including the religious inclinations within my nonprofit area. Key areas of focus should be: - Demographic Breakdown: This includes age, gender, and ethnicity of the young people in the area. - Church Attendance/Religion Stats: Quantify the religious tendencies, including the specific denominations if applicable, and frequency ...project needs to be completed within the next month. Ideal freelancer for this role should have strong experience in demographics data analysis and understand religious context. Ideally, potential candidates should have had experience working in, or with, nonprofit organizations. They should demonstrate skills in using data analysis tools and software, making interpretations, and generating concise re...
Company Overview: We specialize in providing innovative automation solutions for small businesses, including CRM, marketing automation, graphic design, and print solutions. Our goal is to streamline operations and drive growth with smart, reliable, and professional tools. Design Guidelines: Concept and Style: Modern and Professional: The logo should reflect a contemporary and professional look. Innovative and Smart: Emphasize the innovative and intelligent nature of our automation solutions. Fluidity and Flow: Incorporate elements that suggest smooth operations and efficiency. Color Palette: Primary colors: Consider using blues, greens, or grays to convey trust, innovation, and reliability. Accent colors: Orange or silver can be used as accent colors to add vibrancy and modernity...
Hi Faisal F., I noticed your profile and would like to offer you my project. We can discuss any details over chat.
I'm in need of a skilled LAMP programmer who can complete various form activation tasks and make minor improvements to our UI. This project has a strict deadline, and must be completed within a single day. Your main responsibilities will be focused on form activation, including validation, submission, and integration. Dashboard view and Notification and reports. We need these actions to be seamless, reliable, and in accordance with industry standards. For the UI design, we're looking for someone with an eye for detail to refine the layout and color scheme. The improvements should be subtle yet effective, enhancing the overall user experience. Successful candidates should: - Have extensive experience working with LAMP stack, particularly in form development. - Be able...
This is my website link I have used "Classima – Classified Ads WordPress Theme" theme. I want to upload date from xls sheet. Excel attached for your reference. Raduus Theme is not providing support and they only provides category and location import options. Can you help me to import data
I've got a list of company names on an Excel sheet that I need you to help me with. Here's how you can assist: - **Scraping from Multiple Platforms**: I need you to scrape email addresses, phone numbers, and any available social media accounts of these companies. You'll need to do this across Yelp, Google Maps, and TripAdvisor. - **Social Media Scraping**: In addition to the primary two platforms (Instagram and Twitter), I'll also need you to scrape Facebook accounts if available. Ideal candidates for this project should have: - **Web Scraping Experience**: A good knowledge of web scraping techniques and tools, which will ensure you can obtain accurate and reliable data. - **Data Mining Knowledge**: The ability to identify and extract the necessary data points...
...robust outgoing predictive dialer system for our call center operations. The ideal candidate will have a strong background in telephony systems, database management, and CRM integration. The dialer should support dynamic caller ID, IP whitelisting, multiple campaigns, and a minimum of 10 representatives. **Responsibilities:** - Develop an outgoing predictive dialer system that integrates with our existing telephony infrastructure. - Implement dynamic caller ID functionality. - Ensure the system supports IP whitelisting for added security. - Configure the dialer to handle multiple campaigns simultaneously. - Integrate a basic CRM to manage and search client information efficiently. - Ensure the system can support a minimum of 10 representatives. - Provide the capability to...
...scrapping website using the provided credentials by the client, i am looking for getting the python code as i can run the code myself in the future or integrate it to another system. Key Requirements: - I need approximately 300 data points extracted. - The output for these data points should be organized into a PDF or Word. This project is about creating an automated system to generate instant reports about a company. Only difficulty is the website has drops downs to select the period involved and in those 300 data points actually many come from the same source. Ideal Skills and Experience: - Experience in web scraping (Python) - Proficient in creating PDF documents from extracted data - Adept at handling large amounts of data - Familiarity with tax websites would be a plus b...
I have an protected password .mpz format that I need to have the program can unlocked and converted into a readable format, preferably Excel or CSV. - The file contains both textual and numerical data, so I need the converted file to maintain this integrity. - I intend to use the data primarily for reporting purposes, so it is essential that the conversion is accurate and all data is preserved. I'm seeking a skilled professional with experience in file format conversion and data handling. The ideal freelancer should be proficient in Excel and adept at handling mixed data formats. This project is crucial and I'm looking for someone who can deliver a high-quality and precise conversion.
I have a ...plan drafted on which I want to have converted into Excel. The Excel file should mirror the plan in all aspects, including costs, expenses, revenue, and financial projections. Key Requirements: - The Excel file should be a faithful recreation of the original financial plan, ensuring that all details are accurately transferred. - It should include all costs, expenses, revenue figures, and financial projections. - You will need to have experience in financial planning, specifically in converting plans from to Excel. To be clear: I do not need business plan development, I need mostly technical work of converting one form of financial plan to the other (Excel file). Specifics: - I do not need any charts in the Excel file, but the use o...
I'm in need of a skilled WordPress plugin developer who can create a Wo...in need of a skilled WordPress plugin developer who can create a WordPress plugin for me. The plugin will be used to integrate Gravity Forms with our custom SaaS CRM. Key Requirements: - Integration of Gravity Forms with a custom SaaS CRM: The plugin should seamlessly connect the data collected from Gravity Forms to our custom CRM system - Urgent Timeline: I need this project done ASAP, so I'm looking for someone who can commit to this timeline Ideal Skills and Experience: - Proven experience in WordPress plugin development - Strong knowledge in integrating WordPress with external systems - Familiarity with Gravity Forms and CRM systems. It's beneficial if you have worked...
I am in need of a reliable virtual assistant capable of efficiently handling a variety of tasks. Key Responsibilities: - Administrative duties: Setting up my calender, following up daily with different teams - Data entry: You will be tasked with maintaining databases, promptly updating information and creating comprehensive reports. - Online research: As part of the job, you will be expected to perform web research as needed for diverse projects. - SEO and Social media scheduling: Craft engaging social media updates following a predefined schedule and implement best SEO practices to increase site visibility. Skills & Experience: The ideal candidate should be highly organized, possess strong multitasking skills and a keen attention to detail. Experience with SEO and social med...
Monthly Seo Ongoing With weekly work reports and google ads for
I'm in search of a professional to create monthly sales reports in Excel. We need to create several tables starting from the attached files starting from input file 1 1- In input file 1 you need to filter the data in column B and take into consideration only "Order payment" and "Refund". 2- Filter the rows of input file 2 (attached), column D "Product Details" so that the different product details appear only once and report them in the VAT output file so as to have only 2 Product Name columns (in which the "product details of input file column 2" are listed. (example VAT file attached) 3- The app must check that all the lines present in column D "Product details" of the input file 1 are present in column A of the VAT o...
Currently, I'm using Fluent as my email service provider and need a professional to automate our newsletter and welcome emails. We're a small company with less than 1000 subscribers, looking to improve engagement. Desired Skills: • Fluent CRM proficiency • Email marketing expertise • Experience with automation of newsletters and welcome emails Responsibilities: • Setting up automation for newsletter and welcome emails • Training our team on how to maintain and update these automated systems Only serious freelancers with solid references are encouraged to bid. Please include evidence of similar projects undertaken in your proposal.
