How to use excel for crm jobs

Job description- Looking for an experienced 0F Chatter that is willing to learn and execute scripts that I give you. You need to be authentic and determined to make sales! Your Responsibilities: - Be able to chat with fans as though you are the model - Run script to every subscriber - Be authentic and chat like the girl would - Improvise fictional sp1cy scenarios and build rapport with top spenders Requirements needed: - You need to be able to chat fluently in English - A laptop/computer with reliable internet - Comfortable with sp1cy content and engaging in improvised fictional conversations - 0F Chatting experience is a MUST - Familiar with Excel Spreadsheets (This is what you will use to tra...

I'm in need of a skilled professional to assist with data collection and verification from a trade fair website. The aim is to enhance my sales outreach efforts. Tasks will include: 1. Checking the exhibitor page for company names and existing contact details 2. Searching for missing information on the internet 3. Finding and adding LinkedIn profiles of individuals in top and mid-management positions within these companies Ideal candidates should have: - Excellent research skills - Proficiency in data collection and verification - Familiarity with LinkedIn and able to identify relevant profiles - Understanding of sales outreach processes Excel format will be given to collect the data.

...looking for a designer to assist with our PDF tariff document. This PDF includes company details, a tariff table (with vehicle types, sizes/capacity, prices, and minimum charges per mile), our logo, and a footer with contact details and a website link. We do not require a redesign of the PDF; rather, we need to link the PDF to an Excel spreadsheet, so that when we update vehicle details, prices, or other information in Excel, the changes will automatically reflect in the PDF. The final deliverables should include the existing PDF document, a linked Excel file, and clear instructions on how to update the file efficiently. The goal is to streamline the updating process without requiring manual edits in Adobe, making it...

I'm seeking a savvy lead generator and industry researcher utilising Linked...choose a market and go from there, 200-5000 employees enterprises must be targeted. - Deliver a well-organized contact list for potential business outreach with emails ( excel ) Ideal Skills: - Proven experience in lead generation and market research using LinkedIn and similar tools. - Strong understanding of how to conduct market research and leads generation. - Excellent data organisation and presentation skills. - Strong communication skills for potential follow-up correspondence. Please submit your proposal if you have the required experience and skills. This is a bid just for initial list of validated leads, if we see your potential this will be extended ...

I need a freelancer to convert a larage 25mb .apkg file from AnkiNotes into an Excel file. there is around 1765 words of vocabulary (german to english) Requirements: - Extract the metadata from the .apkg file, such as tags and creation dates. - Organize the extracted data in the Excel file with the German in one column and the English equivalent in the other. - Use standard headers in the Excel file with German and English columns. - if there is audio or images, remove it, i just want the translations

I'm seeking a seasoned Zoho implementation expert to set up Zoho One and its corresponding apps for my SMB IT MSP organization. Key Requirements: - Comprehensive setup of Zoho One as a complete business solution across most apps. - Focused implementation of Zoho CRM, Zoho Desk, and Zoho Campaigns for optimized customer relationship management. - Streamlining of our customer support and IT MSP management processes with Zoho One. Ideal Skills and Experience: - Extensive experience with Zoho One and its apps. - Proven track record in IT MSP management. - Excellent knowledge in customer relationship management tools and strategies. - Strong capabilities in enhancing operational efficiency through software implementation.

I need a freelancer to convert a larage 25mb .apkg file from AnkiNotes into an Excel file. there is around 1765 words of vocabulary (german to english) Requirements: - Extract the metadata from the .apkg file, such as tags and creation dates. - Organize the extracted data in the Excel file with the German in one column and the English equivalent in the other. - Use standard headers in the Excel file with German and English columns. - if there is audio or images, remove it, i just want the translations Ideal Skills: - Proficiency in data extraction and Excel. - Familiarity with AnkiNotes or similar software. - Attention to detail to ensure the data is accurately converted and organized.

...experienced Excel VBA programmer to modify my VBA Code macros. The job involves enhancing an Excel form and including a 'modify' function. Modify "Agency" file to be like "Testttt" file and include the Modify button. Key requirements: - Modify an existing Excel form - Include a 'modify' function in the form - Improve the overall performance of the form The ideal freelancer would have: - Extensive experience in Excel and VBA - Ability to optimize data modification processes - Skills in designing user-friendly forms The project also involves changing some aspects of the form's appearance: - Removing some fields from the form - Changing the layout of the form The successful freelancer will b...

I need a mobile application de...customers. Key Features: - The app will target one company , so it needs to be user-friendly and accessible. - Although the specific types of survey questions already available and determined , the app should be flexible enough to incorporate various question types like multiple choice, open-ended, and rating scale. - both language English/Arabic the platform - response analysis should be PowerPoint, excel - IOS/ANDROID APP Ideal Skills: - Proficiency in mobile app development with a focus on e-commerce. - Experience in creating survey tools within apps. - Strong understanding of UX/UI principles to cater to the general public. Your bid should reflect your understanding of these requirements and your ability t...

Hello Detailing the Proposal for smooth Project Workability is all the data (pnj shared on message) 2. We need to have this well formatted in a professional dashboard look with ease on visual interpretability 4. Filtering Across individual Locations

...Multilingual Automatic Calling 1. Lead Management Integration with CRM: Import leads directly from our CRM system. Manual Import: Upload leads using Excel files or CSV format. Manual Entry: Allow users to input numbers manually. 2. Call Modes Manual Calling: Enable users to make calls directly through the app. AI-Powered Automatic Calling: AI should initiate calls on behalf of the user, engaging leads in natural, human-like conversations. 3. Multilingual Support Auto-Detection of Language: AI should detect the language spoken by the lead after the initial greeting. Example: If the lead speaks Tamil after "Hello," the AI should switch to Tamil automatically. Language Library: Support f...

I'm new here and seeking assistance in both marketing and sales. My primary focus is on social media marketing, email marketing, and content creation. In terms of sales, I need help with lead generation, crafting sales presentations, and closing deals. Ideal Skills: - Expertise in social media marketing, email ma...generation, crafting sales presentations, and closing deals. Ideal Skills: - Expertise in social media marketing, email marketing, and content creation - Proven track record in lead generation, creating compelling sales presentations, and closing deals - Excellent communication and negotiation skills - Experience in B2B and B2C sales - Proficient in using CRM software I look forward to receiving your bids and hopefully working together to boost my...

...experienced YouTube Channel Project Manager to help set up and launch a new YouTube channel dedicated to rare and unusual short experimental art films. The master project is to create and launch the new channel, offering 500 short films for the Launch to create a substantial initial offering. I need someone based in the UK, to work with the physical hard archive. The film formats are primarily DVDs and USBs, and also some VHS tapes. The DVD films and the VHS films will need to be converted to MP4 format for uploading to the YouTube Channel. *nota bena the small quantity of VHS films can be omitted, (to be converted and uploaded separately later), if not easily possible to do at this stage. Deliverabl...

...Python-based solution to convert tabular data from image files into Excel. The solution should include a simple front-end app with specific features. Key Requirements: - The front-end app should allow users to upload image files containing structured data and download the resulting Excel sheet. - The data in the images consists of handwritten format i want data to extracted in specify way numbers are in format of 6688/10 5853/5 and so in . I want numerators should be sorted in one column with title model no and denominator should me in next column with quantity App should have API key as well so that i can integrate ion my existing application the conversion process needs to accurately capture the structure of the data. - Proficiency in P...

I'm looking for a professional who can create a tailored Excel spreadsheet for me. The primary focus of this project is to automate the process of report generation through the use of macros. Ideal Skills and Experience: - Advanced knowledge of Microsoft Excel - Proficiency in creating and programming macros - Experience with task automation in Excel - Understanding of report generation processes

I'm seeking a freelancer to assist me in compiling data on the manufacturing industries in China. The focus of this project is to gather information on 20,000 companies from each of these countries. Key Requirements: - Data Points: The data should include company names, email addresses (and variations such as 'email 1', and 'mix emails'). - Format: The final data should be delivered in an Excel spreadsheet. Ideal Skills and Experience: - Previous experience in data collection and analysis. - Familiarity with the manufacturing industries in China. - Proficiency in Excel and data management. - Attention to detail and ability to deliver accurate data in a timely manner.

I am looking for a freelancer to develop a WhatsApp automation system to manage bookings for my hideout private home theatre. The system should provide a seamless experience for users to book a time slot, confirm their booking, and handle payments. This will serve as an interim solution until a full-fledged booking website is developed. Key Requirements: User Flow: 1. Welcome Message: When a user sends a message, the system should send an automated reply with booking options. Example: Hi [Name]! Welcome to Hideout Theatre Booking. Please select your city: 1. Guwahati 2. Shillong 3. Other 2. City Selection: Users should select their city to proceed. 3. Date and Time Selection: Ask users to provide a booking...

I'm seeking a professional to design a custom magazine focusing on entertainment content. The primary goal is to incorporate special targeted advertisements throughout the magazine, making it a unique, engaging experience for the readers. Key Responsibilities: - Create an entertaining magazine filled with customized content. - Strategically place special targeted advertisements within the magazine. Ideal Skills: - Strong background in magazine design and layout. - Experience with targeted advertising and understanding of its nuances. - Creative content creation skills. Freelancers with a portfolio showcasing similar projects will be given preference.

I am looking for a skilled Virtual Assistant whose primary responsibility will be data entry. The tasks will primarily involve working with Excel for scheduling and calendar management as well as email sending through outlook. Ideal Skills and Experience: - Proficient in Excel - Detail-oriented for accurate data entry - Good organizational skills for managing tasks - Reliable and self-motivated - Email management: Sorting, prioritizing and responding to emails as appropriate. - Calendar scheduling: Organizing appointments, meetings and events. - Travel arrangements: Planning and coordinating travel logistics. - Job booking: Assisting with scheduling and booking tasks. - Checklists: Maintaining and updating task lists. - Completion rates: ...

I'm looking for someone to create 2(two) previously named Twitter (X) lists, each containing 500 accounts (so a max of 1000 for the 2 lists). The specific criteria for organizing these lists are in the excel attached. Ideal Skills: - Proficiency in using Twitter - Ability to create and manage lists (you create them with the account you have) - Understanding of social media metrics p.s: Lists would look something like this. Experience: - Prior experience in social media management - Familiarity with Twitter's interface and features - Proven track record of creating organized and useful Twitter lists p.s: Whoever finishes this first, I will give more work as I need more lists done. Make sure you space them out, so twitter does not li...

...including the CRM, Marketing Automation, Sales Pipeline, and the AI Employee. You will also be responsible for the integration of third-party tools into these systems. There is no data migration involved, so this project will focus solely on account setup, configuration, and integrations. Your primary responsibilities will include: - Creating and configuring new GHL accounts - Setting up and fine-tuning existing accounts - Seamlessly integrating third-party tools into our GHL ecosystem Ideal candidates for this project should have: - Extensive experience with GHL, particularly in the aforementioned areas - A deep understanding of CRM, Marketing Automation, and Sales Pipeline features - Proven track record of successful third-party tool integrations Your r...

I'm searching for a skilled developer to create a customizable AI calling appointment setter for a diverse range of clients. Key Responsibilities: - Develop the AI using both VAPI AI and Retell AI, ensuring a seamless user experience. - Understand and tailor the AI tool to the specific needs of different clients, from healthcare providers to financial advisors and real estate agents. - Customize the AI in terms of voice tone and personality to enhance client interaction. - Integrate the AI with our existing CRM and other platforms like GoHighLevel and n8n for automation. Ideal Skills: - Extensive experience in AI integration and voice technology. - Proven track record of understanding and implementing complex client requiremen...

More details: What style should the memo be written in? Humorous What is the purpose of the memo? To educate What key points should the memo cover? Criminal activities, Journey details, Legal implications

I'm looking for an Excel expert who can assist me with pivot tables and advanced formulas. If you are skilled in creating and customizing pivot tables, using advanced Excel functions like VLOOKUP, INDEX/MATCH, and combining multiple data sources, then you are the freelancer I need. Ideal Skills and Experience: - Proficiency in Excel, particularly with pivot tables and advanced formulas - Experience in creating and customizing pivot tables - Expertise in using advanced Excel functions (e.g., VLOOKUP, INDEX/MATCH) - Ability to combine multiple data sources - Strong attention to detail and organizational skills

This activity is designed for practice. You will be provided with a sample dataset and will be guided through the steps for analyzing data, interpreting/summarizing data, and creating data visualizations. Open the following Word document and Excel workbook and save them (with your name) to your desktop. You need both to complete the assignment. Follow the instructions included in the Word document to fill in the Excel worksheet and then use those results to complete the bottom section of the Word document. Once completed, please submit both to Canvas. Data Analysis and Visualization Data Analysis and Visualization Data Analysis and Visualization Activity Excel Data Analysis and Visualization Activity Ex...

I'm seeking an Excel expert to create a macro that automates repetitive tasks, specifically data formatting. The primary focus will be on automating conditional formatting. Ideal Skills and Experience: - Proficiency in Excel - Experience with creating macros - Understanding of data formatting - Expertise in conditional formatting - Ability to deliver a user-friendly solution Has a lot similar automation requests, looking for long term cooperation. Details： please see attached files- 1. Column K --> Cargo Control Party Name: Kmart 2. create Column V: Vsl Voy IB 3. match Column U: Outgoing SVVD --> Column V: Vsl Voy IB with the data in (columnA,B --> column C, F )

We are looking for a skilled Virtual Call Center Creation Specialist to design and implement a fully functional virtual call center. The ideal candidate will set up a cloud-based call center solution with the ability to handle inbound calls, manage call routing, and integrate with our CRM and ticketing systems. Additionally, the system should include the provisioning of a dedicated business phone number for customer interactions, ensuring seamless connectivity for inbound calls.

...experience in managing Amazon accounts? We are a leading organisation in the industry, seeking a dynamic and results-driven individual to join their team as an Amazon Ecommerce Assistant. As the Amazon Account Executive, you will play a crucial role in supporting the management and development of our business relationship with Amazon. Your main focus will be to optimise content, manage the product catalogue, and implement effective promotional plans. If you are ready to take on this exciting challenge and work with a team of driven professionals, then this is the perfect opportunity for you! Responsibilities: • Support the writing and publication of optimised content for their Amazon catalogue, ensuring accurate descriptions and imagery. •...

We are a full-service software solutions provider dedicated to delivering innovative, scalable, and reliable technology solutions for businesses of all sizes. With our comprehensive expertise across multiple technologies and industries, we transform business challenges into competitive advantages through customized software solutions. Our Core Services Custom Software Development End-to-end development of bespoke software applications tailored to specific business needs Web applications, mobile apps, and enterprise software solutions Integration services and API development Legacy system modernization and migration Technology Consulting Technical architecture design and planning Digital transformation strategy Technology stack optimization Performance optimiz...

I need assistance to extract data from a PDF document into an Excel spreadsheet for 200 organisations. The data includes organisation names, emails, telephone numbers, and postal addresses. Key Requirements: - Proficient in data extraction and Excel - Previous experience working with PDF files - Attention to detail to ensure data is accurately transcribed It is essential for the freelancer to have the ability to carefully transcribe the information from the PDF to the Excel spreadsheet without errors.

I'm looking for an Excel expert to create a training management sheet for me. Features of the Excel sheet should include: - Tracking of employee details - Logging of training topics - Scheduling and recording of training dates The primary use of this Excel sheet will be monitoring progress of employees throughout their training. Therefore, the sheet should be designed in a way that makes it easy to track individual progress and overall training effectiveness. Ideal skills for this job include: - Advanced Excel skills (formulas, pivot tables, data validation) - Experience in creating training or attendance tracking sheets - Understanding of training program metrics

I'm looking for an experienced professional to assist with reconciling my business bank account using Microsoft Excel. This task involves reviewing deposits, withdrawals, and transfers. Key Responsibilities: - Bank Account Reconciliation: You will be responsible for ensuring all transactions are accurately recorded and accounted for. - Invoice

I am in need of assistance with my custom-built AI voice phone and widget CRM platform like GoHighLevel. The specifics of the assistance required are yet to be fully defined, so flexibility and a broad skillset in CRM development, maintenance, and integration will be key. Ideal candidates will have: - Extensive experience with custom-built AI CRM platforms - Skills in developing new features and integration with existing systems - Proficiency in bug fixing and maintenance tasks - A proactive approach to identifying potential improvements and enhancements I am open to discussing the specifics of the project with prospective freelancers. The primary function of the CRM will be determined in collaboration with the successful bidder.

We need to have the 2024 Rate card converted to an Excel sheet. They have discounted rates by 12.5% for Platinum Winter and 15% for Gold Winter, as shown in a column.

I am seeking assistance to properly set up Zoho CRM for my company, with an emphasis on improving customer relationships. The project includes guidance on setting up the pipeline, managing leads and contacts, and customizing fields and modules. Key Requirements: - Assistance with the setup of the sales pipeline - Guidance on effective lead and contact management - Help in creating and utilizing custom fields and modules Thank you

I'm looking for a C# plugin for Power BI Desktop that can help me optimize my reports. The plugin should: - Detect unused columns in tables and create M queries to remove them. - Scan all open Power BI reports and list them in a combo box for selection. - Identify all measures in the selected report and provide optimized DAX code for each. A list of these measures should also be in a combo box. My primary data sources are SQL DB and Excel, so experience with these is crucial. The plugin needs to work with both imported data and DirectQuery modes.

I am in need of a freelancer that can assist me with copying data from a protected Excel worksheet to a new, unprotected spreadsheet. Details: - I do not have the password to the protected worksheet - I can edit the worksheet, but cannot remove the protection - I need all data transferred from the protected worksheet to the new spreadsheet Ideal skills for this job would include proficiency in Excel, data entry, and an understanding of data confidentiality. As I cannot remove the protection, the freelancer will need to handle this task with discretion and professionalism.

I'm looking for an experienced data analyst who can help me identify trends in our QI project data. This will involve working with an Excel spreadsheet sourced from Redcap data. It is a NICU breast milk QI project. Data collection includes: Mother's age, mother's race, infant gestational age, insurance type, Breast pump useMilk volume at 3 different time points, volume goal of 500ml/day, Lactation clinic appointment. Scatter plot, run plot, effects of intervention: Yes/no lactation appointment attended, and does this correlate with milk volume. Key Responsibilities: - Analyze data to identify trends related to process improvements - Present findings in an accessible and clear manner Ideal Skills and Experience: - Proficiency in data analysis, ...

Job Title Virtual Assistant for Gym Setup, Project Management, and Administrative Support Job Description I am looking for a detail-oriented and proactive Virtual Assistant to help me manage multiple projects related to the launch of a new outdoor gym on the beach in Belize and assist with other business initiatives. If you're organized, tech-savvy, and great at keeping tasks on track, I’d love to hear from you! Your Responsibilities 1. Gym Setup & Operations: Manage the development of a professional website that accepts online payments. Research and recommend a point-of-sale system for an outdoor, beachside setup. Assist with equipment research and project management to ensure gym construction stays on track. Help source ...

Onboard 5 truckers then no need to call just be there account manager and earn average $250 per trucker per month. I'm looking for a driven sales representative to join my truck dispatching team. You'll focus on owner-operators, generating new business leads via cold calling, and nurturing relationships with truckers to help grow our revenue. Key Responsibilities: - Generate leads through cold calling - Build and maintain relationships with owner-operators - Drive revenue growth, earning a 30% commission on sales Resources Provided: - Contact lists for cold calling - Script templates to assist with calls - Access to our CRM software for tracking and managing leads Ideal Skills: - Proven sales experience, prefera...

I need a CRM system built from scratch and integrated with the WhatsApp Business API. The key functionalities of this integration will include message broadcasting, automated responses, and customer data syncing. Ideal Skills: - CRM development - API integration - Messaging system design The goal is to create a robust, interactive CRM system that can effectively communicate with our customers via WhatsApp. This is a crucial part of our customer engagement strategy.

...Script Expert for Excel Sheet Automation We are looking for a skilled AP Script Expert to help automate processes in Excel sheets for our business. The ideal candidate should have expertise in creating, editing, and debugging Google Apps Scripts to streamline data handling, calculations, and report generation. Requirements: Proven experience with Google Apps Script for Excel/Google Sheets automation. Ability to create custom scripts to automate repetitive tasks, manage data, and enhance productivity. Knowledge of integrating third-party APIs (if needed) with Google Sheets. Strong problem-solving and debugging skills. Effective communication and ability to meet deadlines. Scope of Work: Analyze ...

Project Summary: Request Management System Objective: Develop a simple, user-friendly online request management system to handle different types of requests, such as maintenance and purchase requests. The system should include role-based access control, approval workflows, and basic analytics. Key Functionalities: User Management & Authentication: Users can register and log in with roles: Requester (can submit requests) Department Manager (can approve/reject requests) Engineering Manager (final approval and assignment) Passwords should be securely stored (hashed). Session-based authentication to restrict access. Request Submission: Dynamic form with the following fields: Auto-filled: Requester Name, Department, Date & Time, Sequential Request Number (per department...

I'm looking for an expert in CRM application development to create a custom system for my business needs. The primary focus of this CRM will be lead management, although it should also encompass sales automation, marketing, HRMS and collaboration tools. Key Tasks: - Develop a comprehensive CRM application with a lead management focus. - Integrate API for various existing applications including email marketing tools, customer support systems, and accounting software. Ideal Skills: - Proficient in CRM application development. - Experienced in API integration. - Knowledgeable in lead management systems. Please note, while the lead management aspect is critical, the application should be well-rounded to cover other business...

I'm in need of a seasoned CRM professional with proven experience in Pipedrive. The project will involve the custom configuration of the CRM system to suit my business needs, specifically for sales pipeline management. The initial setup is expected to take 4-6 hours over a maximum of 14 days, and will include: - Custom Configuration: Tailoring the CRM system to effectively manage the prospecting stage of our sales pipeline. - Setting up Automations: Including follow-up reminders for the prospecting stage. Post-onboarding, the successful freelancer will provide comprehensive training and ongoing support. Ideal candidates will have: - Expertise in the custom configuration of CRM systems. - An excellent understanding of ...

I have a project which involves processing a spreadsheet of 4100 EANs. The primary task will be identifying the SKU and size from the data. The EANs are currently stored in an Excel (.xlsx) spreadsheet. - Skills Requirement: Proficiency in Excel and data mining is essential. Experience with SKU and size identification will be a significant advantage. - Task: Extract SKU and size information from the provided EANs data. Please note, the specific SKU and size information that needs to be extracted has not yet been defined. A flexible approach and readiness to adapt to evolving project requirements will be key.

Looking forward to starting on Monday 27th

I need assistance with an Excel file. The city name is currently located in the middle columns and needs to be moved to a different column. All of the data is in one sheet. The ideal freelancer for this project should have: - Proficient Excel skills - Attention to detail - Data management experience

I'm looking for an Excel expert to help with my homework focused on analyzing scientific data. The main goal is to conduct a thorough data analysis using various statistical techniques. Key Responsibilities: - Analyze provided scientific data using Excel - Apply various statistical analysis techniques Ideal Skills: - Proficient in Excel with strong data analysis skills - Experienced in conducting statistical analysis - Familiar with scientific data sets

More details: What is the primary focus of the business analysis? - Operational analysis Which areas of operations do you want to focus on? - Balanced scorecard (BSC) of the given company based on template -> Which perspectives do you want to include in the balanced scorecard? - Financial, Customer, Internal processes, Learning and development perspective Extended description of the task: Describe the vision, mission, goals and strategies of in Excel 1. Describe the financial perspective of the company selected in point 1), taking into account the following indicators: profitability (2-3 indicators, e.g. ROA, ROE), debt (1-2 indicators, e.g. total debt ratio), liquidity (1-2 indicators, e.g. current liquidity), cash conversion period (1 indicator) and risk m...