CRM Jobs

169 were found based on your criteria

  • Fixed-Price – Est. Budget: $100.00 Posted
    Upload PDF Documents to CRM Portal. Need pdf documents uploaded to our CRM portal. Also, will need some data extracted from the pdf such as Name, Address, and Account
  • Hourly – 3 to 6 months – 10-30 hrs/week – Posted
    We require a web researcher and data entry expert with a clear understanding of financial markets and publicly traded companies. The position would involve researching the investors at public companies and finding contact information in the form of email addresses, phone numbers and social media profiles. The successful applicant would take on a full time position (40+ hours / week) with us supporting our digital marketing team to research leads and enter them into the CRM on behalf of our clients ...
  • Hourly – Less than 1 week – Less than 10 hrs/week – Posted
    KBS Research is looking for a Salesforce consultant that can configure a Professional account for a new company. We are just looking to use the basic setups with Salesforce, so the skill set of the Admin would just need to be proficient within the Salesforce fundamentals. - Admin to load initial contact list of 14k names - Admin would need to use our defined sales process to configure our SF account accordingly. - Admin to assist setting up reports and dashboard - It was ...
  • Hourly – Less than 1 week – Less than 10 hrs/week – Posted
    We are looking for assistance to set up Zoho People. The number of employees in the system would be 10. Prospective contractor must have experience with Zoho People.
  • Hourly – 1 to 3 months – 30+ hrs/week – Posted
    We are looking for someone to provide executive assistant services in a trial basis for the next month, and possibly more if we establish a good working relationship and mutual trust. The primary amount of work will be focused on managing a calendar and scheduling appointments in a CRM system. We would then connect you as an assistant with one of our clients in a longterm working relationship, providing staff meetings, one-on-one coaching, performance reviews, and professional development as part ...
  • Fixed-Price – Est. Budget: $500.00 Posted
    Export of all data (except Users) from Sugar CRM (MySQL), import into Odoo (PostgreSQL), preserving existing relationships. Relatively small Sugar CRM installation of c. 500 accounts, 600 contacts, 70 opportunities. Both Sugar CRM install and Odoo installation are hosted in AWS.
  • Hourly – Less than 1 month – Less than 10 hrs/week – Posted
    Looking for an experienced web researcher / data entry assistant to work on the following project. We have a database of professional contacts which includes first name, last name, company name, company phone number etc. We want to flesh this out with: * email address * direct phone number * office address * Linkedin profile and a few other details. You will be given access to the details that we have and then the task is to find as many of the additional details as ...
  • Hourly – Less than 1 month – Less than 10 hrs/week – Posted
    We are looking for an CRM expert to configure Insightly CRM for our: 1. service business in the construction industry with project management requirements, sub contractors, follow up services, job documentation and contracts. 2. ecommerce sales business We want you to review our requirements for the crm and then advise on the best way to configure and use to achieve our desired results. After reviewing your advice we want you to help to implement the suggested work. Please include the ...
  • Hourly – 3 to 6 months – 10-30 hrs/week – Posted
    We are a home services franchise currently using Zoho CRM system to track sales and manage customer relationships. We are looking for someone to design a similar system for us that would be hosted on our server and exclusive for our use - we would own the platform. CRM System will need the following sections: 1. An area to manage leads from our websites 2. An area to manage sales & support of Franchisees 3. An area top manage sale of Work ...