...WORKING SAMPLE VIDEO, YOU WILL BE MARKED SPAM I am seeking a skilled professional who can help me find a solution to bypass Godaddy Website Builder's limitations, specifically around custom code implementation and plugin integration. Since Godaddy has removed the ability to add Zoho SalesIQ snippets to all pages simultaneously in their website editor, I am looking for someone who can find a workaround that would allow us to add Zoho SalesIQ simultaneously to all pages. Key requirements: - Find a way to integrate Zoho SalesIQ functionality into my Godaddy Website Builder page. This means the solution you will provide, ~A solution to add the code somewhere within the Godaddy Website Builder, and it will automatically show on every page of the site without ...
I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Strong understanding of sa...
I need a Zoho expert to help me set up a system where emails that match certain keywords in the subject are copied to a specific WorkDrive folder. Ideal Skills and Experience: - Proficiency in Zoho Mail - Experience in email filtering - Knowledge of WorkDrive system Please note that I want the emails to be copied, not moved, to the WorkDrive folder. I need both incoming and outgoing emails to follow the same method. I work in an office with 15 others and we get new cases meaning new filters frequently, so I'd like a method to be able to update their filters without needing them to redownload anything, sort of like a central hub from my computer. If there is any way for that to be done, I'd like to know the method.
I'm looking for a Salesforce CPQ Developer to assist with a variety of functionalities. Experience in Development, Visualforce Pages, Lightning Web Components, and Administration Strong understanding of CRM processes and functionality Experience with customization and enhancements Knowledge of Salesforce CPQ and CPQ configuration Experience with Salesforce integration and data migration Strong analytical and problem-solving skills Excellent written and verbal communication skills certifications are a plus Bachelor's degree in Computer Science, Information Technology, or related field Are you enthusiastic to accept new challenges and delivering a high performance , scalable solutions in Salesforce CPQ and meet below
As a business, we're seeking a skilled Salesforce Developer who specializes in the customization of workflow processes. The potential candidate should have experience in: - Tailoring existing Salesforce modules - Creating new Salesforce modules - Integrating Salesforce with other systems We have a particular focus on sales processes. Therefore, it's vital the developer can innovate and automate our sales flow processes. This task includes, but is not limited to: - Lead generation and tracking - Sales pipeline management - Sales forecasting Expertise in these areas will significantly streamline our operations and enhance our sales processes. Looking forward to meeting highly experienced and professional Salesforce developers for this ...
I need a Zoho Creator expert for my project to increase efficiency, streamline data management and improve collaboration in my team. The main features required include: - Building data entry forms: This will allow for standardized and organized input of data. - Workflow automation: To streamline the operations and reduce the manual workload. - Report generation: For quick and easy access to the information when required. There are no third-party applications integration needed for this project. Ideal freelancers for this task have a strong background in Zoho Creator and understand workflows. A proven track record of creating efficient systems will be a significant advantage.
I'm looking for an accountant(Freelance / Intern / Permanent Employment) who is well-versed in Zoho Books and Zoho Payroll to set up and manage the financial aspects of my startup. Key Responsibilities: - Initial setup of Zoho Books & Payroll software - Bank account reconciliation - Bookkeeping - Managing payroll and salaries Additional Details: - Preferably no specific requirements for the initial setup. You can set up the software based on the needs of my business. - The tasks will need to be managed on a weekly basis. Ideal Candidate: - Proficient in Zoho Books and Zoho Payroll - Experience in bank account reconciliation, bookkeeping, and payroll management - Strong organizational skills and attention to detail - Good understanding of a...
I'm expanding my technology business and I need a dedica...in setting up remote meetings through calls. Key Responsibilities: - Your primary goal will be to increase sales, through setting up meetings. - You'll be expected to make 100 dials daily, using the software and numbers provided. - I will provide you with a Salesforce CRM to manage the leads and appointments. Ideal Candidate: - Should have a basic understanding of technology products and services - a tech-savvy individual would be preferred. - Experience in sales calling and lead generation is a plus. - Proficiency in using Salesforce CRM would be an advantage. This is a part-time role, requiring 4 hours a day. Please make sure to apply if you're comfortable with the daily call volume and have the ...
I am seeking a savvy and experienced freelancer who can meticulously reconcile my entire accounting ledger and accurately track any pending payments. Here's a snapshot of what I need: - Accounting reconciliation: Thoroughly reconcile my ent...correcting any discrepancies. - Payment Tracking: Identify any outstanding payments and create a simple, effective system for future tracking. Although I did not specify an accounting software, familiarity with common systems like QuickBooks, Xero, and Zoho Books will be advantageous. You should excel in number-crunching, have a keen eye for detail, and a track record in similar projects. Advanced knowledge of accounting principles is also expected. Applying freelancers should bear in mind that precision and accuracy are paramount...
...leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaining our Zoho CRM system and Zoho Campaigns buildouts to improve our sales processes and customer interactions. This is a fantastic opportunity for someone looking for flexibl...
I'm seeking an expert in Zoho Creator to help with the development and integration. Key Responsibilities: - Event Creation: I'm looking to have a ticketing system integrated into the event creation process. This should allow for easy, seamless ticket sales and registration. - Attendance Registration: Attendees should be able to register for the event through an online form. This form should capture key details and contact information. - Payment Integration: The system should facilitate ticket purchases by integrating Credit/Debit Cards and PayPal or other options too. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designi...
I'm on the lookout for a proficient Zoho Creator specialist to assist me in developing an efficient event management system with integrated payment options. Key requirements include: - Assistance in creating event templates for 1-5 different types of events. - Setting up customized attendance registration forms with Zoho Creator. - Integrating secure and user-friendly credit/debit/online payment systems. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designing registration forms. Looking forward to discussing the project further with you.
I need a skilled developer who can integrate Screenconnect. We have a React+Node app having Zoho integrated in it. We want to replace zoho functionality with screenconnect. Our requirement will be : - First user will click on Remote button - Second user will get a link of screenconnect having dynamic session id within the link - Both user will connect remotely Key requirements: - Strong knowledge of Screenconnect and its features. - Strong knowledge of ReactJs + NodeJs - Ensure the integration is seamless and fully functional on Windows, Mac, and Linux.
...WE WILL NOT HIRE YOU IF YOU DO. ALL COMMUNICATIONS MUST BE DONE THROUGH FREELANCER. We are looking for a freelancer who is experienced in Zoho CRM editing. The job involves making necessary modifications to our existing Zoho CRM system to meet our specific needs. The freelancer should be familiar with the functionality and customization options within Zoho CRM. The responsibilities of this job include updating fields, layouts, and modules, creating custom fields and workflows, and integrating third-party applications. Additionally, the freelancer should have knowledge in data migration, data cleaning, and report generation. Relevant skills: - Zoho CRM customization - Field and layout updates - Custom field and workflow creation - Third-party application...
I'm looking for a Zoho CRM expert who can help me automate lead generation and contact management tasks within the platform. I need the Zoho CRM and Google Sheets to be synced forward and backward. I am open to using connector tools like Zoho Flow or Pabbly Connect.
DO NOT BID UNLESS YOU ARE BASE...of the individual Key Responsibilities: - Book keeping, reconcilliation of payments & invoices - Assisting with keeping track of repairs using Zoho Desk - Handle customer support inquiries via Email, Phone, and Live chat --Respond directly to basic queries --Forward on relevant information to our local staff - Execute order management tasks The ideal candidate should have: - Excellent written and verbal communication skills - Data management and excel skills are critical - Ability to manage multiple tasks simultaneously - Familiarity with various customer support and order management tools - Available for 4-8 hours per day. - Experience with Zoho one - Understanding of laptop parts or experience in the laptop repair industry Please qu...
I'm in need of a detail-orient...of the individual Key Responsibilities: - Book keeping, reconcilliation of payments & invoices - Assisting with keeping track of repairs using Zoho Desk - Handle customer support inquiries via Email, Phone, and Live chat --Respond directly to basic queries --Forward on relevant information to our local staff - Execute order management tasks The ideal candidate should have: - Excellent written and verbal communication skills - Data management and excel skills are critical - Ability to manage multiple tasks simultaneously - Familiarity with various customer support and order management tools - Available for 4-8 hours per day. - Experience with Zoho one - Understanding of laptop parts or experience in the laptop repair industry Plea...
I am looking for a Zoho developer to assist me with a project involving an abandon form solution that integrates with Zoho CRM. Key points: - The primary task is to integrate the abandon form solution with Zoho CRM - Specific requirements include abandoned form tracking, email notifications, and CRM record creation - Troubleshooting and fixing issues may be required - This project may also involve some work on CRM, including form to CRM integration and creating a fillable PDF form template from CRM data Ideal skills and experience: - Strong Zoho development experience, with a proven track record of successful CRM integrations - Proficient in developing abandon form solutions - Experience in working with form to CRM integration and creating filla...
...software could be designed primarily for use on the web or an app - The main purpose of the software is allow customers to each have there own portal where jobs can be viewed and any proceed or comments will be sent via email Ideal Skills: - Prior experience developing process automation software. - Proficiency in web development. This program will be very similar to how estimates work in Zoho books but Zoho books is a full bookkeeping software. I'm just needing the portal part for job estimates. It's like a repair management software but the only actions needed are for myself and customers to be notified and the options to comment, proceed or decline. So an example would be i add a customer to the software including their email address. They get notified and ...
I'm looking for a professional web developer to create ...centralize the procurement process for a company. This will be spanning over 225 seperate entities under one brand, across 900 sites. Key Project Requirements: - Design and develop a fully functional transparent cloud database of stock lists across 900 manufacturing sites. - Seperate log-ins depending on User level, i.e Standard > Manager > Admin. - Incident reporting - Implement secure payment gateways for bank transfers and card payments - Integration of data with our CRM(Salesforce) Ideal Skills and Experience: - Proficiency in Website development - Experience in large scale projects - Knowledge of integrating payment gateways - Experience with Salesforce Please include samples of your previo...
I need a freelancer who can assist with integrating my Salesforce Software with QuickBooks Enterprise and overall layout of Salesforce. Responsibilities: - Implement QuickBooks Enterprise integration with Salesforce - Customization of general layout: layout changes, custom sections within Salesforce The project needs to be completed as soon as possible. Please let me know your relevant experience and availability.
I am new to Power Automate. I have already built several relatively complex Flows, but I am facing a few issues related to dynamic UI elements and how to stop a loop. I am looking for someone with a strong grasp of Power Automate to help me solve these issues. 1. How to stop a loop based on a Python GUI counter. 2. How to pick a link in a table based on the right column (in Salesforce). 3. How to click a download link that always has a different CSS identifier. 4. ...might be an additional question that arises. Note that autodesk is not allowed on my work computer but I can provide very detailed information with screenshot from Power Automate to help you understand the issues.
We are small startup. We're looking to map out our sales process through, add automation (mainly reminders) and integration with Zoho accounting module. Key Deliverables: - **Customization of Forms**: add custom fields, design the layout, and implement conditional logic for form fields. This will streamline our data collection and make the sales process more efficient. - **Automation of the Sales Process**: automate few steps in our sales process (lead > client proposal > active client > lost client > ongoing engagements. - **Reminder System**: The reminders are crucial in ensuring that our sales team stays on track. The reminders should be sent via both email and push notifications, to cater to varying preferences of our team members. Ideal Skills and Experi...
I'm seeking a skilled pr...seeking a skilled programmer familiar with Zoho and smart calendar applications. Key deliverables should include: - Developing a smart calendar with strong app integration features - Ensuring compatibility with the Zoho Creator platform - Designing the calendar to display as a timeline with columns - Using one table to show detailed information about apartments - Each row should represent a separate apartment. The main information to be displayed is the availability of the apartments. This calendar must interact seamlessly with Zoho Creator, pulling the necessary data in real time. Well-rounded knowledge of Zoho Creator and smart calendar integration will be essential for this project. every change in the calendar will che...
I'm seeking a Zoho expert based in Bucharest, Romania, who can assist with several tasks related to Zoho integration. Key requirements include: - Experience in Zoho Books integration and Zoho Creator app development. - Proven ability to implement Zoho One that supports 10-50 users. Additionally, the ideal candidate must have: - A strong capacity to customize workflows and automations within Zoho's ecosystem. - Hands-on experience integrating Zoho with various third-party applications. - Expertise in designing and providing reporting and analytics capabilities through Zoho. Looking forward to collaboratively creating a robust, efficient, and easy-to-use business platform.
...connection for the Order Status API. This is the Endpoint Connection we want to work on first. Promo Standards - Order Status 2.0.0 Here is the M2 site - nvspromo.com. You cannot place orders on but Yes, the customer orders on nvspromo.com. Orders are accessed when a client logs into their user account - it is connected to our Zoho CRM and they can see their order history. Those Orders however, do not have any sort of Order Status connected to them. We will need to add the Order Status from our CRM onto the Magento Orders. Ideal candidates should have significant experience in creating custom endpoints and a strong background in API documentation and Magento. A clear understanding of different API documentation styles is
...me revamp my company's Zoho Bigin system. For the project, focus will be on: - Lead management: This is a critical aspect that needs streamline. You should be good in setting up a practical, effective system that is easy to maintain and update. - Sales pipelines: We desire to monitor sales processes better and easily spot opportunities, hence your expertise in setting up sales pipelines is essential. My team is small and I anticipate no more than ten users. That said, the system should allow easy addition and removal of users, with minimal technical assistance needed. Finally on customization, I need basic changes done. These include layout adjustments, additional fields for more details, and workflows to ease operations. You should have extensive experience in ...
I need help with migrating my accounting data from Zoho Books to another software. - The data to be migrated is less than 1 year of transaction records. Ideal Skills and Experience: - Experience with Zoho Books - Proficiency in data migration - Strong understanding of accounting principles - Attention to detail and accuracy in data transfer - Ability to complete the task in a timely and efficient manner. Please provide details on your experience with data migration, especially if it involves Zoho Books.
Hi, I'm looking for CA who can do the audit, file ITR & MCA requirement. Along with good level of understanding of zoho.
I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.
I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Current...work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be b...
I am seeking an expert to develop and integrate advanced modules ...seeking an expert to develop and integrate advanced modules into my existing Zoho systems including CRM, Sales, and Inventory. Your role will include: - Developing customized reporting capabilities - Implementing workflow automation functionalities - Integrating with third-party applications Your expertise with Zoho modules, particularly in CRM, sales, and inventory, is critical. Your understanding of systems integration and ability to create custom reports and automate workflows will be instrumental for the success of this project. Precise third-party applications for integration will be discussed during project scoping. Fluency in Zoho, systems integration, and creating custom workfl...
I'm looking for a Zoho expert who can help me with improving my inventory management, streamlining sales and customer relationship management, and increasing overall efficiency and productivity. Looking to build a template platform that will be recreated across multiple companies. Key Responsibilities: - Assist with data import/export in Zoho Inventory - Customize fields and layouts in both Zoho Inventory and CRM - Integrate Zoho Inventory with my existing CRM system and sales tracking system Ideal Candidate: - Proven experience with Zoho Inventory and CRM - Strong understanding of inventory management principles - Experience in customization and integration of Zoho systems - Excellent communication and problem-solving skills Your assistanc...
In our dynamic, technology-driven business, we seek an experienced Business Development Executive to perform a range of responsibilities within...responsibilities within our team. Key Tasks Include: - Lead generation - Conducting thorough market research and analysis - Crafting and implementing effective sales strategies and negotiations The ideal candidate must have a deep understanding of tech industries. Combining this with skills in Salesforce, you will be the perfect fit for our progressive company. We envision employing a person who is passionate about growing business opportunities within the technology sector. Experienced users of Salesforce software will be at a distinct advantage, so proficiency in this tool is crucial. Overcome, grow and achieve together with ...
...search of a ZOHO expert available for hourly consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoing basis...
...in need of a Zoho Analytics expert to create a comprehensive dashboard for my business. The dashboard should utilize Charts and Graphs, Drill-down capabilities, and Data filtering features that Zoho Analytics offers. Key aspects of the project include: - Integrating data from Zoho CRM and Zoho Desk - Focusing on tracking Sales revenue Your role will involve: - Designing and developing the dashboard to visualize the data in an intuitive and informative way - Ensuring the dashboard is user-friendly and allows for easy drill-down into specific details - Implementing data filtering options to allow for customization based on user requirements Ideal candidates should: - Have extensive experience with Zoho Analytics, including its various features ...
I am currently using ZOHO Books and am looking to migrate to Odoo Accounting. I need an Excel expert to help with the migration process. Key Tasks: - Migrate complete set of invoices and bills from ZOHO Books to Odoo Accounting. - Transfer all customer and vendor details accurately to Odoo. - Ensure that financial reports are maintained and migrated correctly. Ideal Candidate: - Proficient in both ZOHO Books and Odoo Accounting software. - Excellent experience in data migration and Excel. - Familiar with maintaining and handling large databases. - Detail oriented, ensuring data integrity throughout the process. This is a large scale project as my current ZOHO Books database exceeds 1000 records. I need someone who can efficiently and effectively hand...
...IT professional, skilled in Salesforce CRM, to provide various types of support. The scope of this job includes: - Integration: You'll be required to integrate my Salesforce CRM with several other systems we use, including our E-commerce platform, Email marketing service and Customer support platform. Possessing strong experience with these systems and Salesforce integration capabilities would put you at an advantage. - User Training & Support: I need guidance to understand the full potential of Salesforce CRM and how to use it effectively. The ideal freelancer will have a background in training and customer support, able to pass on knowledge to my team. - Data Migration: A big part of your role will surround migrating data from other platforms in...
I'm in need of a highly experienced API developer to design an API for the integration of Zoho CRM and Zoho FSM. The API should include the following functionalities: - Automatic updates Additional important specifications include: - The level of security should be OAuth 2.0. - Automatic update of ZoHo CRM custom field when scheduled installation date changes in FSM. - Automatic update of ZoHo CRM custom fields when Service Appointment completed in FSM. Ideal skills and experience: - Expert knowledge in API development - Strong understanding of OAuth 2.0 - Prior experience in Zoho platform integrations, specifically FSM - Excellent knowledge in data synchronization. Please bid confidently if you are capable of delivering these requirements.
I am seeking a ...seeking a proficient Zoho developer to implement workflow automation into my current Zoho CRM. The key tasks for this project: * Designing and implementing a seamless workflow automation within the existing Zoho CRM to streamline business operations. Skills & Experience: * Comprehensive Zoho developer experience is paramount. * Proven record of successful implementation of workflow automation. * Proficiency in CRM Development is beneficial. In your application, please include a detail of your Zoho developer experience to demonstrate your capacity to complete this project. Please do not include past work or detailed project proposals, as I am particularly interested in your prior hands-on experience. Your ...
...of an experienced Wordpress developer to create a custom website for my business. The project requires implementing a set of specific features, wordpress site requirements- landing page, blog page, conatct us,about us , policy and terms page. user account registration ( email,social and phone) / verification using sms otp. user account to manage appointments and edit acount information. admin login page design- with url modification ( should not be must me appointment plugin cookies plugin yohost plugin deployment upi plugin ( By KnitPay ) zoom intigration sms intigration for otp/and appointment reminders whatsaap intigration for chat social media handels intigration. zoho mail email intigrations for notification notification = paymnet, order confirmation,
...of the project. It should be designed to handle our Software as a Service (SaaS) licensing. The main functionalities required are: - **Payment Processing:** The portal needs to process payments from our clients. - **License Management:** The portal should manage our SaaS licenses. Ideal candidates for this project should be well-versed in web development, particularly in creating user-friendly and efficient customer portals. Experience with integrating Square and Zoho Books is a plus. It's crucial that the website and portal are secure and scalable. A good understanding of SaaS models would also be beneficial. Additional Requirements IoT Hybrid Solutions Website with Customer Portal for Product License Management and Payment Requirements Documents Proje...
I am looking for a salesforce professional who has enough experience with sending surveys, your task will be to program a flow which should send an email with the survey to the end user, based on user responses, in case of a negative rating, an email should be sent to the coordinator indicating the response data of that survey, everything must be done with declarative tools.
We need help setting up Zoho Thrive. Please do not bid unless you have used Zoho Thrive and know how to set it up.
I need a Wordpress Rest API that can seamlessly integrate with various external systems. - I am looking for a solution that can efficiently han...integrate with various external systems. - I am looking for a solution that can efficiently handle user authentication and authorization for these systems within the Wordpress environment. - The data synchronization between the systems is also crucial. It should be designed in a way that ensures real-time data updates. This project requires a deep understanding of the Wordpress Rest API, Djangorestframework, and MySQL. Experience in integrating platforms like Salesforce, Shopify, or HubSpot is a plus. A successful delivery will be a fully functional API that is scalable and can handle complex interactions between Wordpress and ...
I am currently in search of a skilled Salesforce tutor to guide me in the facets of Salesforce's Security and Access. I have existing knowledge and some experience with Salesforce but am eager to enhance my capabilities specifically in Security and Access, where I rate myself as intermediate. To effectively facilitate this, the ideal tutor should: - Be an experienced Salesforce user, preferably holding a certification. - Possess deep knowledge of Salesforce's Security and Access features. - Know how to patiently explain complex concepts to learners of different levels. Looking forward to tutors who can tailor sessions targeting the Salesforce Administrator Examination.
I'm currently looking for an expert in Zoho Email Notifications to assist with a specific problem I'm facing. I have an automation in place for new order notifications that should send an email to me immediately when an order is placed, but this is not currently working. Your primary task will be to investigate and identify the root cause of this issue, then implement a solution that will ensure email notifications are sent promptly upon new order placement. Skills needed: - Strong understanding of Zoho Email Notifications - Expertise in email automation - Troubleshooting and problem-solving abilities - Excellent communication skills and professionalism Your successful work on this project could lead to more collaboration in the future. I look forward to...
We have one zoho landing page with content and form not aligned properly it need small improvement .
I'm seeking a skilled bookkeeper with experience in Zoho to help manage the financial aspects of my small business. Your responsibilities will include: - Regularly reconciling accounts, ensuring they are accurate and up-to-date - Categorizing transactions correctly for clear financial tracking - Generating financial reports for analysis and decision-making - Offering insights and suggestions for financial improvements This role would suit an individual with: - Strong bookkeeping skills and experience, ideally with small businesses - Proficiency in Zoho, or similar bookkeeping software - Excellent attention to detail, analytical skills, and a problem-solving mindset - The ability to communicate financial information clearly to a non-finance professional
I'm looking for an experienced Salesforce expert to create a comprehensive reporting system and dashboard. This system should help me track the effectiveness and progress of my Sales Development Representatives (SDRs) through the sales funnel. Key Responsibilities: - Developing Salesforce reports for tracking key metrics: - Conversion rate from leads to opportunities - SDR Call to Connect - SDR Connect to Appointment Set - Appointment Set to Appointment Held - Appointment Held to Opportunity Converted - Creating a real-time updating dashboard that visually represents these metrics. Ideal Skills: - Proven experience with Salesforce and its reporting functionalities - Ability to create complex dashboards - Understanding of Sales and Sales Funnel Proce...
