Excel crm workflow punët

Good afternoon, I am a University Professor of Psychology and I have a project funded by FCT in the field of criminology. I would like to develop software (which I have partially programmed in Excel already). This software aims to: 1) work with dichotomous variables that are temporally distinct (for example, at 3 or 4 fixed and different times); 2) map all the sequences that appear in the sample more often than expected by chance, i.e., more than the upper CI of the multiplication of their individual probabilities (each variable at each time would generate a different sequence), and then assess each sequence's probability of predicting a dichotomous event, calculated via ORs. From the list of variables that appeared first in time, let's say, the first assessment was at ag...

Good afternoon, I am a University Professor of Psychology and I have a project funded by FCT in the field of criminology. I would like to develop software (which I have partially programmed in Excel already). This software aims to: 1) work with dichotomous variables that are temporally distinct (for example, at 3 or 4 fixed and different times); 2) map all the sequences that appear in the sample more often than expected by chance, i.e., more than the upper CI of the multiplication of their individual probabilities (each variable at each time would generate a different sequence), and then assess each sequence's probability of predicting a dichotomous event, calculated via ORs. From the list of variables that appeared first in time, let's say, the first assessment was at a...

Deliver excel files like one sent for demo to Tarek.

...a growing cigar company committing to revolutionize our processes with AI, focusing on our ordering system, customer service and CRM. Ordering System: - Use AI for automated ordering, maintaining optimal stock levels and eliminating human errors. Skilled in artificial intelligence and supply chain management. Customer Service: - Implement AI chatbots and Natural Language Processing to enhance our customer support, improving response times and quality. Proficiency in NLP and chatbot design is required. CRM: - In CRM, predictive analytics should be employed to foresee customer behavior and design strategic marketing campaigns. Strong understanding of CRM systems and predictive analytics is necessary. Our goals through AI integration are process ...

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...ERP and CRM systems designer to create a cutting-edge software suite for my business. The ideal candidate should be proficient with developing systems that include inventory management, sales tracking, and financial management features for the ERP; and lead management, customer relationship tracking, and sales pipeline management for the CRM. Key Responsibilities: - Designing and developing a comprehensive and fully-integrated ERP and CRM system. - Ensuring that the ERP system includes robust inventory management, sales tracking, and financial management features. - Ensuring that the CRM system includes effective lead management, customer relationship tracking, and sales pipeline management. Essential Skills and Experience: - Proven experience in designing ...

I have code for login trading accound and fetch token data. I need to update code to my system. I need to collect live data from the web and candle stick, Mins Intervals are in Dropdown box, I can choose any minutes interval, I need you to collect Last 5 candle data from the Excel in the web and other details for each token, I will give token name in the excel, It will automatically display the rows of data. If i chanage time interval it will display those data only. Note: I dont know about coding, If you install the code and run successfully at my system thereafter I will hire you and release the payment. If you agree this term you will apply this task Budet is 600 INR and Good review, Dont expect more I am not big fish. it is difficult job dont come for Money you should ...

I'm in need of an expert in Power BI to create a real-time monitoring dashboard for me. Key requirements: - The dashboard should connect to multiple Excel spreadsheets. - It should be set to automatically refresh its data in real-time. I'm looking for a freelancer with: - Prior experience with Power BI, particularly in creating monitoring dashboards. - Proficiency in handling real-time data connections. - Strong understanding of Excel data sources. Please share your relevant experience in your proposal. Thank you.

I'm looking for a talented individual who can work remotely on a regular basis to improve the user experience of my website. Within the United States of America ?? only ..! Key responsibilities include: - Analyzing the current user journey - Identifying areas for improvement - Implementing changes to enhance user experience To excel in this role, you should have: - Proven experience in UX and UI design - An understanding of web design principles - Strong analytical skills - A creative mindset - Excellent communication abilities This is a remote role and the work can be done from the comfort of your home. If you're looking for a flexible, engaging project that allows you to make a tangible impact on a website, then this is a perfect opportunity for you.

I have a detailed list of 45 requirements that need to be implemented into an Excel report. The primary goal of this report is data analysis. Key Responsibilities: - Implement 45 requirements into an Excel report - Ensure all requirements are met accurately - Optimize the report for effective data analysis The ideal candidate should have: - Proficiency in Python - Experience working with Excel - Strong understanding of data analysis - Proficiency in Pandas and NumPy If you have experience with similar projects and are confident in your ability to provide thorough, accurate work, please submit your proposal.

I'm looking for a knowledgeable freelancer with solid experience in MS Access 2016 and Excel. Key Components: - MS Access programming: The successful candidate must be comfortable building databases on MS Access 2016. This project will specifically focus on managing customer information. - Excel integration: Expertise in linking data between Access and Excel is crucial. You'll be expected to establish a seamless and functional link between the MS Access database (housing the customer information) and Excel. Ideal skills and experience: - Proficiency with MS Access 2016 - Proficiency with MS Excel - Experience in handling customer data - Expertise in data linking between MS Access and Excel - Strong data management skills ...

I urgently need a proficient Excel specialist to assist with the creation and formatting of spreadsheets. Key responsibilities include: - Spreadsheet Creation: Develop new Excel sheets to efficiently manage data. - Data Cleaning and Formatting: Ensure that entered data is accurate, organized, and as per a specific format for easy understanding. Your meticulous attention to detail and expertise in Excel data entry will be critical in this role. The volume of data to be handled is unclear at this moment, as this aspect was not specified. Please prepare to handle both small and large batches of data. This project is time-sensitive and completion at the earliest would be appreciated.

I have a detailed list of 45 requirements that need to be implemented into an Excel report. The primary goal of this report is data analysis. Key Responsibilities: - Implement 45 requirements into an Excel report - Ensure all requirements are met accurately - Optimize the report for effective data analysis The ideal candidate should have: - Proficiency in Python - Experience working with Excel - Strong understanding of data analysis - Proficiency in Pandas and NumPy If you have experience with similar projects and are confident in your ability to provide thorough, accurate work, please submit your proposal.

...mobile app CRM. The primary function of this system will be customer management, focused on enhancing client interactions and service. Key requirements for this project include: - **Dual-Platform Mobile App**: The mobile app must be compatible with both iOS and Android devices. - **Customer Management**: The core feature of this CRM system is customer management. This will involve the ability to store and manage customer information effectively. - **Cloud Telephony IVR Integration**: I'm looking for integration with cloud telephony IVR to enhance communication efficiency and customer service. - **WhatsApp Integration**: In addition to traditional methods of communication, the CRM should feature WhatsApp integration. - **All CRM Features**: The ideal can...

I am looking for an expert in Microsoft Excel to develop a tool to track changes between two Excel sheets. Key requirements include: - The ability to identify and track both text and numeric data changes between two sheets. - The tool should not only monitor existing data, but also be built to manage changes related to data newly added in future. - Changes identified need to be grouped and clearly displayed in a separate tab within the same workbook for ease of review. Skills and Experience: - Proficient in Microsoft Excel - Background in data analysis - Experience in creating custom Excel tools - Strong attention to detail in order to identify both major and minor changes in data.

I am in need of a competent networking engineer with a background in C/C++ to help me design and implement a fresh networking solution. I need someone who can code our algorithm in computer network. The aim is to display the company/lab network infrastructure using the provided connections and device details Excel sheet, so the goal is to build a C/C++ code that displays a layer-2 diagram which represents all types of connectivity within the lab.

I am seeking an experienced CRM specialist to assist with sales pipeline tracking and email marketing automation within our Shape CRM system. Your primary responsibilities will include managing and optimizing our sales pipeline, as well as developing, implementing, and managing automated email marketing campaigns. Key Responsibilities: - Sales Pipeline Tracking: You will be responsible for managing and optimizing our sales pipeline within Shape CRM to help drive sales and maintain a healthy sales funnel. - Email Marketing Automation: You will develop, implement, and manage automated email marketing campaigns that will help nurture leads and drive conversions. Ideal Candidates will have: - Extensive experience working with Shape CRM. - Proven success in sale...

I'm loo...team members. Key responsibilities: - Handling phone calls in a professional and friendly manner. - Responding to emails promptly and effectively. - Accurate and efficient data entry. Skills and experience I'm looking for: - Fluency in German is a must. - Conversational English is also required. - Experience in handling customer service inquiries. - Proficient in using Microsoft Office Suite, CRM software, and email management tools. - Prior experience with data entry is a plus. This role is essential for maintaining our client relationships and ensuring that our administrative tasks are handled promptly and efficiently. Your ability to communicate effectively in both German and English, as well as your attention to detail in data entry, will be crucial for s...

I have a data entry project that requires manual entry from physical documents into Excel. Specifically, I need you to: - Accurately transcribe the data from physical documents into Excel - Include custom charts and graphical representations to visually communicate the data. Ideal skills for this project include: - Proficiency in Excel, especially in data entry and creating visual representations - Attention to detail for accurate transcription of data from physical documents to digital format. Your work should not only be precise in data entry but also visually appealing and easy to comprehend, with the use of appropriate charts and graphical representations.

I'm in need of a skilled IT software professional to modify my Salesforce CRM Data Import Template. The ideal candidate should be familiar with Salesforce products and have experience with data analysis, reporting, and software integration. Key requirements include: - Adding custom fields: I need to add specific custom fields to the template to accommodate unique data requirements. - Modifying field mappings: The freelancer will be expected to reconfigure field mappings to ensure accurate data import and export. - Adjusting data validation rules: There's a need to fine-tune the data validation rules to ensure data integrity and consistency. Your experience in working with Salesforce CRM and customizing data import templates will be crucial. I'm not entirely s...

I'm seeking a proficient data scraper to extract text content from a targeted website. Ideal Skills - * Expertise in web scraping technologies * Keen attention to detail to ensure d...proficient data scraper to extract text content from a targeted website. Ideal Skills - * Expertise in web scraping technologies * Keen attention to detail to ensure data accuracy * Strong communication skills to understand my specific needs. Unfortunately, I neglected to specify how I would like the data to be formatted, so please ensure you can offer several options such as CSV, JSON, and Excel files. I didn't provide a timeline as well, however, we can discuss about your availability and agree on a flexible deadline. Kindly submit your proposal with relevant experience and estimated...

...Prioritization: Ability to discern and address tasks by urgency. Tech Proficiency: Must adeptly use project management software and communication apps for efficient workflow. Desired Expertise: Experience in personal assistance within healthcare or business. Strong organizational skills to manage various tasks efficiently. Excellent communication abilities for handling correspondence and coordination with multiple stakeholders. Financial diligence with a keen eye for invoicing and payment processes. Technical aptitude with project management platforms and instant messaging for streamlined task management. Time Management: The assistant must excel at prioritizing and managing a diverse task load within tight deadlines. Adaptability: Ready to handle diverse tasks and adap...

I require professional assistance with data entry. More specifically, the task involves typing information from digital documents, such as PDFs, Word files, and Excel spreadsheets, into an Excel spreadsheet. The ideal freelancer for this job is proficient in data entry and is highly skilled in using Excel.-Accuracy and attention to detail are key skills that would make this project a success.

...Prioritization: Ability to discern and address tasks by urgency. Tech Proficiency: Must adeptly use project management software and communication apps for efficient workflow. Desired Expertise: Experience in personal assistance within healthcare or business. Strong organizational skills to manage various tasks efficiently. Excellent communication abilities for handling correspondence and coordination with multiple stakeholders. Financial diligence with a keen eye for invoicing and payment processes. Technical aptitude with project management platforms and instant messaging for streamlined task management. Time Management: The assistant must excel at prioritizing and managing a diverse task load within tight deadlines. Adaptability: Ready to handle diverse tasks and adap...

I am seeking a competent web crawling specialist who can efficiently extract text content from a specific website's news updates. Here’s what I require: • Extract information from news updates within the target website. • Save the extracted data in Excel format. • Deliver clean, organized, and structured data. Ideal skills and experience: • Expertise in web crawling and scraping tools. • Previous experience working with news or media websites. • Proficiency in data extraction and Excel. • Strong attention to details. I appreciate a freelancer who can show some examples of their previous data extraction projects, especially in a news context.

I'm in need of an Excel expert to Create Macros. I have two spreadsheets. On each spreadsheet i have an input form. When the form has been entered and the user clicks "Enter Asset" each of the filled out cells (as per the File - "Template Code Functions") should be transferred to the "Data Collection Spreadsheet". Just enter into the next unused row. When the asset has been added successfully the cells marked as "Yes" as per the "template code functions" for "Reset on data entry" shall be empty on the input form. There are two spreadsheets, they are slightly different from each other.

I need a professional to create an advanced Excel-based sales forecasting model. This model will integrate data on sales volume, revenue, and customer demographics, across various time periods - monthly, quarterly, and yearly. Key requirements: - Incorporate Sales Volume, Revenue, and Customer Demographics - Develop the model for Monthly, Quarterly, and Yearly forecasting - Integrate and track Gross Profit Margin, Conversion Rate, and Average Order Value as key metrics Ideal Skills & Experience: - Advanced Excel Proficiency - Proven track record in Sales Forecasting - Experience with Power BI for data visualization - Strong understanding of Gross Profit Margin, Conversion Rate, and Average Order Value in a sales context This project is crucial to our business planning...

...to get activation link) , input OTP from API I provide, then after logging in, interact with a button. Key Requirements: Proficiency in Python programming language. Experience with Selenium WebDriver for web automation. Ability to interact with APIs to retrieve data (in this case, the OTP/eMail activation link). Familiarity with web scraping techniques and handling dynamic web elements. The workflow for this project is as follows: Navigate to the registration page. Enter the email + password into the designated input field. Access email (API) to get registration link (+Navigate to that link) Enter the phone number for OTP verification. Fetch the OTP from the provided API endpoint. Enter the OTP into the OTP input field. Submit the OTP to complete the verification process. Acc...

I need a comprehensive statistical analysis ...my survey data using descriptive statistics, and I'd like the results presented in visually engaging charts and graphs. Your main tool for this should be Microsoft Excel. Key Responsibilities: - Perform a detailed descriptive statistical analysis of my survey data. - Translate the findings into easy-to-understand charts and graphs. - Ensure all the visualizations are created using Microsoft Excel. Ideal Skills and Experience: - Proficiency in statistical analysis, particularly in descriptive statistics. - Strong experience in creating visual representations of data through charts and graphs. - Expertise in using Microsoft Excel for data visualization. - Ability to present complex statistical information in a clear a...

...me discover and identify potential leads within the real estate market. - Cold Calling: It's important for you to have the ability to make a cold calls as requested. This will be a part-time position with a workload of 10 hours per week. I expect you to be proficient in CRM software, email management tools, and the Microsoft Office Suite. Experience in real estate or with similar tasks will be a bonus. Ideal Skills and Experience: - Experience as a VA, particularly in real estate or similar industries - Proficiency in CRM software, email management tools, and Microsoft Office Suite - Strong organizational and communication skills - Ability to perform cold calls confidently Please let me know the hourly rate you're expecting, as well as your past experience...

Seeking a proficient ASP.net/.net core MVC developer to collaborate on a long-term basis with our team. The ideal candidate will possess: - Expertise in developing business applications using ASP.net/.net core MVC, with specific proficiency in creating largescale business applications, such as ERP, CRM, HCM, payroll etc. - Experience in devising a quotation and optimisation system. This includes a strong grasp at building an automated quoting system, integrating it with a CRM system, and building pricing optimization algorithms. Your role will enhance our overall implementation capability and ensure our business stays ahead of industry trends. Bear in mind, experience in similar projects will be a significant plus.

I need a skilled Excel expert to create a comprehensive spreadsheet and optimize its formulas and functions. The project needs to be completed within a month. Key Tasks: - **Spreadsheet Creation**: The successful freelancer will be responsible for creating a detailed spreadsheet that will serve as a part search tool. - **Formula and Function Optimization**: I need assistance in optimizing the formulas and functions within the spreadsheet. This is to ensure the tool is efficient, accurate and user-friendly. I would like to have a new parts search screen made up similar to the one attached ( Storeroom Parts Locator. ) but using the attached excel sheet (inventory Report) Nice UI on front page would be great! should be able to search for description and or part number. re...

About the Role: A renowned leader in digital security is actively seeking a skilled Golang Developer for a contract role focused on developing a Golang agent for SSL certificate management, which will interface with a PHP API. This opportunity is ideal for back-end development professionals who excel in automation, system operations, and delivering high-quality outcomes in a remote environment. Project Overview: As a Golang Developer, you will be instrumental in: - Developing a Golang agent to manage SSL certificate lifecycles, interfacing with a PHP API. - Implementing features such as system monitoring, logging, and robust error handling. - Performing thorough testing and optimizations to ensure system reliability and efficiency. - Collaborating with remote teams to ensure seaml...

Need an accounting and valuation expert with good excel skills.

I need an Android application that can process a provided Excel file and display the data in various ways. Key Features: - The app should be able to read the Excel file I provide. - It should show the numeric data per line and column as specified in the Excel. - It should also be able to perform statistical analysis on the data. - The app should provide graphical representation of the data. Users should be able to interact with the data within the application in a 'view only' mode. Ideal Skills: - Proficient in Android app development - Experience with Excel data processing - Ability to implement statistical analysis in an app - Familiarity with graphical representation in mobile apps - Excellent understanding of data visualization Please let me ...

I am looking to convert an existing PHP based CRM into a multi tenant SAAS application. In this requirement is that multiple customers can login and add their teams/staff. Currently only single customer can login and add their staff . CRM Name : EspoCRM Source code : CRM demo : Detailed requirements is as below 1. Create a landing page in WordPress to show subscription packages and registration/login page 2. On Registration page, need add all customer and business related details along with subdomain. 3. On Registration client is taken to on-boarding screen/loading screen , during the time his instance is getting ready/setup 4. Each new customer/tenant will have a seperate database ( preferred) to isolate the daata from each other

...anatomie patologică. · Sunt acceptați și agenții care au în portofoliu mai multe firme și care vând produsele unor companii neconcurente Abilități necesare: · Vorbitor nativ de limba română și totodată bun cunoscător de limba engleză (scris și vorbit) · Abilități de conducere auto: permis de conducere și mașină proprie · Experiență in utilizarea de software CRM · Gândire bazată pe date · Curiozitate, flexibilitate, înclinație către colaborare, capacitatea de a crea relații de încredere atât în interiorul, cât și în exteriorul firmei Compania oferă: · Bază de date clienți · Pregătire tehnic...

I'm in need of someone who can create a simple JPEG in a 2:3 (portrait) including the attached info on hoeg not excel format. The design style should predominantly be green and favor a minimalist approach. THIS IS FOR THE WEBSITE Key Responsibilities: - Creating a JPEG media card design. - Utilizing a 2:3 (portrait) layout. - Integrating a predominantly green color scheme. - Implementing a minimalist style. Ideal Skills: - Proficient in graphic design. - Prior experience with media card layouts. - In-depth knowledge of color theory. - Advanced user of design software (Adobe Suite, etc.) - Understanding of minimalist design principles. Please include samples of prior work, especially with media card layouts. Looking forward to seeing your creations!

I need a plugin to automate dimensioning in Tekla Structures Single Part Drawing. Details: - Example in the attached image - Plugin must be as simple as possible (cover only one particular situation - like shown in the example) - Drawing type - Single Part Drawing - Element type - Steel I beam with with bolt holes - Language to be used - C# - Tekla Structures version - 2023 - Workflow from user perspective - Select plugin from catalog->Select beam in the drawing->dimensions gets added. - Deliverable - C# source code

I have an excel SS that I need some quick formula help with. No VBA please. Table with expenses, then another table dividing up. I need the expense categories divided over months as per quantaty of time it is used. Explained in the SS attached. I need this done ASAP. Your responsibilities: - Understand the project financials and structure the Excel to match - Create a Gantt style tallies that captures my project expenses effectively Skills and Experience: - Solid expertise in advanced Excel functions - Experience in financial tracking, preferably in project management - Ability to work fast and deliver quickly Note: I didn't specify the expense categories so it should be customizable to accommodate any kind of expense. However, quick delivery is of utmost pr...

I'm looking for an individual proficient in data entry, email management, online research, and making phone calls. Your daily tasks will primarily involve: - Performing data entry tasks using Microsoft Excel - Managing email communications effectively and promptly - Conducting online research as required - Making certain phone calls when necessary -Schedule is 9am-3pm CST (Monday-Friday) In addition, experience with project management software 'Click Up' will be highly favored. A strong work ethic, attention to detail, and excellent communication skills are fundamental for this role. The selected candidate will be expected to perform these tasks on a daily basis. Your ability to meet deadlines and work independently will contribute significantly to the smooth operat...

I'm in need of a skilled professional who can create a custom ServiceNow Catalog item for me. The item is to have specific features and functionalities, as detailed below: - Workflow Automation: The item needs to be configured to automate certain aspects of the service request process, making it more efficient and user-friendly. - Approval Process: The Catalog item should include an approval process that will need to be completed before the service request can be fulfilled. - Approval Criteria: The approval process must adhere to specific criteria. These include: - Required Information: The Catalog item should prompt the user to provide specific details or fill in mandatory fields before the approval can be sought. - SLA (Service Level Agreement): The approval process sh...

...software for me. I'm looking for a solution that includes - but is not necessarily limited to - the following functionality: - User Authentication: This is to ensure security and identity verification. - Database Integration: For proper data management across the software. - File Uploading: To manage and share crucial business documents. - Location Tracking: To track employees, items, or orders. - CRM: To manage business relationships and customer data effectively. - Project Management: For greater organization and efficiency. - Statistics: To analyze data and gain insights. - Multiplateforms: Must run on Web, Android and IOS Ideal candidates will have a proven track record in PHP programming, with a portfolio highlighting their expertise in all the functionalities listed ...

I need a excel data sheet typist frequent in basic as well as skillful skills. There's no error in the formats and also professionally done with great effort.

Hey! I have experties on statistical analysis.

We are looking for a freelancer to scrape product information from Website and organize it in an Excel spreadsheet. Key Requirements: - The script should extract all text content and images displayed on the homepage need be add to excel file

...constantly updated depending on the configuration. 6. After completing the configuration, no order should be created in the system, but an offer should be created automatically as an Excel file, which is not sent to the customer, but to the office sales department, which checks the offer and can see which parts have been added, so that prices are added and finally sent to the customer. A second Excel file must also be created for production so that they know which parts are required for construction. 7. Synchronise article and customer master data between Majesty and Odoo. Majesty can only export the data using an Excel file and has no API. 8. Design customisation so that configurations that have already been made are collapsed, so that the page remains clearer due ...

IA-calculated Excel Sheet Want to design an auto-calculated editable quotation, Purchase order, Invoice, and company letterhead in Excel and log-register quotation price and list in excel details as below All the Reports , Log, Purchase Order Quotation has to be Printed in PDF Sample Attached Customization is required as per our requirement The Provided Sample Sheets all Need to Be Combined in One Sheet Excel ERP Template Sales Pipeline Excel Template Excel Quotation Generator with Database Commercial Invoice Generator Excel Template Contractor Invoice Excel Template Vender List, Client List , Purchase order , Quotation & Invoice Log Excel Purchase Order Generator and Tracker Employee Attendance Tracker and Payroll Exce...

I'm looking for a freelancer to create an Excel dashboard that will be linked to a Microsoft PowerApp. The dashboard will be used for monitoring various data points. Key Details: - The dashboard will need to be dynamic and allow for updates directly from a database. - The successful freelancer will need to demonstrate experience in creating similar solutions in the past and provide a detailed project proposal for this task. The ideal candidate will have: - Proficiency in Excel, particularly in the creation of dynamic dashboards. - Experience with database connectivity and management. - Previous work examples that showcase their ability to create effective and user-friendly solutions. - Strong communication skills and a proactive approach to project management. I'...

I have a medium-sized Excel dataset that needs to be cleaned and analyzed. The tasks include formatting cells, filtering, and sorting data. Moreover, I'm looking for a professional who can conduct statistical analysis on this dataset. Key tasks: - Formatting cells: This involves making sure that the data is presented in a readable and visually appealing format. - Filtering and sorting: The freelancer should be able to organize the data in a way that makes it easy to understand and analyze. - Statistical analysis: The dataset needs to be analyzed statistically. This means that the freelancer should be proficient in statistical tools and techniques. Ideal candidate: - Proficient in Excel: The freelancer should have excellent skills in using Excel for data cleaning...