Xero salesforce仕事
I'm seeking a professional with experience in Salesforce Lightning Web Components (LWC) to assist with modifying the CSS of my project. The UI and JavaScript components are already complete; I need help refining the css and HTML adjustments. Key Areas for Adjustment: - Color scheme: I need the background, text, and buttons to be updated with a cohesive and appealing color palette. - UI: Minor tweaks to the user interface may be necessary to complement the new color scheme. I have a mix of specific color codes and areas where I would appreciate your creative input. Ideal Skills: - Proficiency in Salesforce LWC - Ability to work with a mix of specific instructions and creative freedom.
I'm looking for a mobile CRM focused primarily on lead management. This application needs to be built specifically for iOS. Your responsibilities will include: - Designing and developing a user-friendly mobile CRM application - Implementing effective lead management features - Ensuring compatibility with iOS The ideal candidate for this project should have: - Proven experi...Implementing effective lead management features - Ensuring compatibility with iOS The ideal candidate for this project should have: - Proven experience in mobile application development, specifically for iOS - Previous work on CRM systems, particularly with a focus on lead management - Strong understanding of user experience and interface design for mobile applications. - Working with data from Xero api ...
Pulizia del database in SALESFORCE, telemarketing data entry in SALESFORCE
I'm in need of a dedicated and knowledgeable sales assoc...the tools and ability to communicate in many languages. - Automotive and Racing Knowledge: A deep understanding of pumps and the automotive racing industry is crucial to connect with our target clients. Target Markets: - North America - South America - Europe Proficiency Required: - Email clients (Gmail, Outlook): You should be comfortable managing communications via email. - CRM software (Salesforce, HubSpot): Experience and proficiency in these platforms is essential for tracking leads and client interactions. - Messaging apps (Slack, WhatsApp): You should be able to coordinate with our team and clients via these platforms. This role requires a self-motivated individual with a passion for sales and the automotive r...
...should detect and switch languages automatically. 1.6 Voice & Text Input Support • Text-based chat. • Voice input/output (optional). • Text-to-Speech (TTS) and Speech-to-Text (STT) integration for voice chatbots. 1.7 Live Chat Handoff • Transfers conversation to a human agent when needed. • Seamless escalation without user frustration. 1.8 Database & CRM Integration • Connects with CRM (Salesforce, HubSpot, Zoho) to store user interactions. • Integrates with e-commerce platforms (Shopify, WooCommerce). • Logs conversation history in a database for future learning. 1.9 Smart Suggestions & Quick Replies • Provides suggested replies to help users navigate faster. • Example: If a user asks about product prici...
...features. The primary goals for this project are: - Implementing Custom APIs: These will facilitate seamless communication between our system and others, enhancing our operational efficiency. - User Management: I need a robust user management system that can handle a variety of user roles, permissions, and activities. The ideal candidate for this project should have extensive experience with Salesforce Commerce Cloud (SFCC), specifically in backend development. A strong understanding of creating and integrating custom APIs is essential, as is experience with user management systems. You should also be able to troubleshoot and optimize the new features as needed. Please note that while there are no immediate requirements for specific integrations with the custom APIs, the abil...
Overview Looking for a Salesforce Developer with 6-9 years of experience, specializing in Service Cloud projects. The role involves setting up and customizing the Service Cloud console, developing custom console components, and integrating with the console. The ideal candidate will have strong knowledge of Salesforce Platform, hands-on experience in Apex programming, Visualforce pages, and Salesforce integrations. Job Description Key responsibilities: 6-9 years of Salesforce development experience. It is mandatory to have experience with Service Cloud projects. Experience in Setting up & customizing Service cloud console and developing custom console components and integrating with console. Experience in SFDC APIs, SOSL, SOQL, SOAP or REST based web ...
...mostrando cómo nuestros servicios pueden resolver sus necesidades específicas. • Colaboración con el equipo de ventas: Trabajar de manera estrecha con los vendedores y para garantizar una transición efectiva de los leads calificados. Requisitos: • Experiencia en ventas o telemarketing (al menos 1 año), preferentemente en sectores relacionados con capacitación o servicios y con los softwares SAP, Salesforce, etc • Gestión integral de los canales digitales: Redes, Web, E-commerce, identificando potenciales clientes y establecer contacto para acordar reuniones. • Habilidades de comunicación excepcionales tanto escritas como verbales. • Capacidad para hacer contacto inicial con clientes a través...
I'm in need of a professional who can help with the ongoing accounting maintenance in Xero. Primarily, I need assistance with financial reporting. I need assistance with how to enter untracked inventory in xero so it shows correctly on my balance sheet as well as fixed assets (Vehicles). I also had an accountant who recorded my AP incorrectly and need help resolving it.
NOTE: This position is purely on a commission basis. This is NOT an SEO opportunity. We are in need of a dedicated IT Services Sales Consultant to sell our software development services on a commission basis. The consultant will primarily be promoting our: - Custom Software Development - Mobile App Development - Web Application Development - Salesforce Consulting - AI/ML Services - Data Analysis All are targeted toward international markets (US, Europe, Gulf, LATAM ). The ideal candidate should have a strong background in IT sales, particularly in software development services. Experience dealing with small businesses is a plus. You should possess excellent communication skills, a proactive approach to sales, and the ability to understand and convey complex technical concepts s...
I'm in need of preferably an intermediate-level bookkeeper who can assist with preparing monthly financial reports for a group of companies. The ideal candidate should have a strong working knowledge of Xero, as this is the accounting software I prefer. Key Responsibilities: - Preparing and delivering detailed monthly financial reports - Keeping track of all company financial transactions - Ensuring all reports are accurate and submitted on time Ideal Skills: - Proficient in Xero - Strong analytical skills - Excellent attention to detail Experience: - Prior experience in a similar role is necessary - Proven track record of delivering accurate financial reports in a timely manner Please provide your bid if you meet the requirements.
I'm looking for a top-notch Salesforce LWC trainer who can provide live training sessions covering basic component creation, advanced component development, and integration techniques. The trainees are all at an advanced level, so the training will need to be challenging and engaging to keep them stimulated. - Training Content: The course should cover all aspects of LWC, from basic component creation to advanced component development, as well as various integration techniques. - Trainee Experience: All participants are advanced users. Therefore, the training sessions should not only cover theoretical aspects, but also involve practical, hands-on components to reinforce learning. - Application of Skills: Post-training, the skills acquired will mainly be used for client impleme...
We are seeking a highly skilled and motivated Lead Generation and List Building Specialist to join our team. The ideal candidate will have experience in sourcing, qualifying, and organizing leads across various industries. Your role will be crucial in h...activities and key performance metrics. Requirements: Proven experience in lead generation, list building, or similar roles. Strong knowledge of lead generation tools (e.g., LinkedIn Sales Navigator, , ZoomInfo, etc.). Excellent research and data entry skills, with attention to detail. Ability to work independently and as part of a team. Familiarity with CRM software (e.g., HubSpot, Salesforce, Pipedrive). Strong communication and organizational skills. Knowledge of outreach best practices and experience in cold emailing is a plus...
I'm in need of a Portuguese-speaking bookkeeper based in the UK, with experience in Xero, to assist my small business. Key Responsibilities: - Payroll management: Ensure timely and accurate payroll processing. - Tax preparation: Assist in preparing for tax submissions. - Reconciliation in Xero: Regularly reconcile our accounts in Xero to maintain accurate financial records. Ideal skills for this role include a deep understanding of Xero, payroll processes, tax preparation, and account reconciliation. Experience working with small businesses in the UK is a plus.
...etc.). Responsibilities: Planning and Strategy: Analyze our B2B target audience in different countries. Define KPIs and an implementation roadmap. Sales Funnel Design: Create multilingual landing pages (or coordinate with the design team). Develop email sequences and segmentations by language/market. Automation and CRM: Configure email marketing platforms and a CRM (HubSpot, ActiveCampaign, Salesforce, Pipedrive, etc.). Integrate scheduling tools (Calendly, ) and notification/reminder systems. Content Localization: Coordinate and/or translate materials (Spanish, English, Portuguese, etc.). Adapt messaging and ad campaigns to each culture and local regulations. Optimization and Reporting: Monitor metrics at each stage of the funnel (visits, leads, appointments, sales). Propo...
I am in need of a professional bookkeeper with extensive experience in managing accounts for Canada. Key Requirements: - The candidate must be proficient in using Xero. - Prior experience in Canadian bookkeeping is a plus. - Ability to manage and organize financial data efficiently. - Excellent attention to detail to ensure accuracy in financial reporting. This role focuses primarily on bookkeeping tasks. The right candidate will be able to help me maintain my financial records in good order, ready for future tax filing and financial reporting.
...maintainable, and meet best practices and coding standards. Integration: Design, develop, and implement custom solutions on the Salesforce platform using OmniStudio, Business Rule Engine, LWC, Flows, and Apex. Develop and maintain complex Salesforce applications, components, and integrations. Design and implement integrations between Salesforce and other external systems using APIs, middleware, and other integration tools. Troubleshoot and resolve integration issues as they arise.. Customization and Configuration: Customize Salesforce applications to meet business needs, including creating custom objects, fields, workflows, validation rules, and process builders. Utilize Salesforce Flows to automate complex business processes and workflows. Collaborati...
Job Description: We are seeking an experienced B2B Marketing Specialist to drive lead generation, create compelling content, and optimize marketing strategies. The ideal candidate should have expertise in tools like HubSpot, Salesforce, LinkedIn Campaign Manager, and SEMrush, with proven skills in lead nurturing, SEO, email campaigns, and aligning marketing with sales goals. Key Responsibilities: • Develop and execute B2B marketing strategies. • Create SEO-optimized content (blogs, case studies, emails). • Manage CRM and marketing automation tools. • Run targeted LinkedIn ad campaigns and build client relationships. • Analyze performance metrics (ROI, CAC) for insights. • Collaborate with sales to align goals and schedule on-site client meetings....
...virtual dedicated servers, VPS, hosted exchange, M365 and more. Key Responsibilities: Perform basic troubleshooting for connectivity issues, such as Wi-Fi or VPN access. Assist users with password resets, account lockouts, and basic software installation. Address basic hardware issues, including printer connectivity and peripheral device setup. Log and categorize incoming support requests in Salesforce, escalating complex issues as needed. Provide user assistance via phone, email, or chat, offering guidance until resolution. Diagnose and resolve complex connectivity issues and software conflicts. Configure and optimize software applications for specific user needs. Manage user accounts and permissions in systems like Microsoft Active Directory. Perform routine maintenance an...
I am in need of a professional freelancer to assist with data entry into Salesforce. You will gather data from various sources including Excel workbooks, pictures, etc and then collate them together. Put in a csv file and import into sales force. The data you will be entering into Salesforce are: 1. Contacts; link contacts to Accounts 2. Products 3. Leads 4. Current Customers Your proposal should encompass: - A clear explanation of how you plan to carry out the data entry project - Previous experience with similar data entry projects - Any additional skills that you think could enhance the project. The ideal freelancer should be proficient in Salesforce, have a strong track record of accurate data entry, and be able to work quickly to meet the ASAP deadline.
I'm looking for a Salesforce expert who can help set up Salesforce for my business. The primary goal is to automate various sales processes, particularly lead management, sales forecasting, and opportunity tracking. This project does not involve data migration, as we are starting from scratch. Ideal Skills and Experience: - Proficient in Salesforce setup and customization - Experienced in sales process automation - Knowledgeable in lead management, sales forecasting, and opportunity tracking - Excellent understanding of CRM systems
...of experience in digital marketing, with at least 3 years in a leadership role, ideally within B2B SaaS or technology sectors. - Proven experience in developing multi-channel digital strategies focused on both customer acquisition and retention. - Expertise in SEO, content marketing, PPC, social media, and video marketing. - Deep knowledge of CRM and marketing automation tools (e.g., HubSpot, Salesforce, Marketo). - Strong analytical skills and proficiency in analytics tools (Google Analytics, SEMRush) to drive data-based decisions. - Demonstrated ability to lead, inspire, and manage cross-functional teams while working collaboratively across communication and project management skills, with the ability to manage multiple initiatives simultaneously in a fast-paced environment
...to proactively communicate, engage, and influence proper decision makers Ability to execute sales strategies, think clearly and overcome objections Strong personal accountability with track record for delivering on expectations/commitments with focus, perseverance, and tenacity Requires knowledge of and the ability to use computer software such as MS Office Suite (Word, Excel, PowerPoint, Salesforce, and Outlook)...
I'm transitioning from Conga Composer to Formstack Docs and need assistance. Specifically, I need 4-5 templates that either need to be rebuilt for Formstack or completely new templates made. These templates will be used within Salesforce. Key Requirements: - The templates need to match our current design exactly. - The templates will primarily be handling customer information. - The final templates should be in PDF format. Ideal Skills and Experience: - Extensive experience with Formstack Docs and Salesforce. - Previous experience with creating and designing templates for customer information. - Strong design skills to ensure templates match current design. - Proficiency in delivering templates in PDF format.
Seeking a proficient accountant/bookkeeper with Xero expertise to manage our weekly invoicing and payment tracking. Key Responsibilities: - Create and send invoices on a weekly basis. - Track payments and follow up on overdue invoices. Ideal Candidate: - Extensive experience with Xero. - Strong background in Australian accounting standards. - Excellent attention to detail and timely execution.
...details upon acceptance of the project. Integration with Accounting Software (If possible): Integration with Xero for invoicing and quoting purposes. The software should include a user-friendly back-office interface to allow me or my team to make minor changes without requiring IT expertise. Source Code Ownership: I will require full access to the source code upon project completion. Performance and Accessibility: Cloud-based solution with secure login functionality, accessible from any device with an internet connection. Preferred Candidate Requirements: Proven experience in developing cloud-based management software. Familiarity with integrating third-party software (e.g., Xero). Strong communication skills to ensure the project aligns with my business needs. Ability...
Hello Thanks for all the great work. Steve
I'm seeking a seasoned trainer for live sessions on both Salesforce LWC development and integrations. The trainees are already at an advanced level, so the training needs to be comprehensive and challenging. The ideal trainer will have extensive knowledge of Salesforce, LWC, and integrations, with the ability to convey complex concepts in a clear and engaging manner. Experience with delivering live training sessions is crucial.
I'm looking for a Xero accounting expert who can assist with managing invoices. The primary goal is to enhance our financial reporting, with a specific focus on improving our Profit and Loss Statement. Key Responsibilities: - Manage and streamline invoice processing in Xero - Optimize systems for better financial reporting - Focus specifically on improving the Profit and Loss Statement Ideal Skills and Experience: - Proficient in Xero with a strong background in invoice management - Excellent understanding of financial reporting - Previous experience with enhancing Profit and Loss Statements is a big plus
I'm looking for a skilled developer to create a comprehensive invoicing app akin to Easy Expense, with cross-...developer to create a comprehensive invoicing app akin to Easy Expense, with cross-platform support (iOS and Android). The app should include all functionalities of Easy Expense and seamlessly integrate with Quick Books and xero. Key Features: - All features present in Easy Expense - Cross-platform compatibility (iOS and Android) - Integration with Quick Books and xero for accounting Ideal Skills: - Proficiency in mobile app development for both iOS and Android - Experience with creating finance-related applications - Prior work integrating apps with Quick Books and xero - Understanding of features and functionalities of Easy Expense Please provide re...
I'm seeking a seasoned Salesforce developer to create a visually appealing external front end for Salesforce Communities using Visualforce pages. Your primary focus will be on applying pre-designed graphics to pre-designed Salesforce Community pages while ensuring a seamless integration of aesthetics and functionality. Key Responsibilities: - Customizing Visualforce page layouts - Integrating pre-designed graphics with backend functionality - Collaborating closely with our team to implement designed pages You will receive pre-designed graphics through uploaded files, which will need to be applied across various community pages. Your strong background in Visualforce backend development is crucial for the success of this project. A passion for creating visually s...
I'm in need of a professional accountant skilled in Xero, who can assist with our business tax preparation and specifically with sales tax compliance. Ideal Candidate: - Proficient in Xero - Experienced in business tax preparation - Knowledgeable about sales tax compliance - Able to strategize for tax planning
...9. Enhanced User Experience Mobile Design: Accessible dashboards for property tracking, client interactions, and financial insights. Customisable workflows and tools to adapt to organisational needs. Advanced Visualisation Tools: AR/VR features for staging, tours, and interactive property design. 10. Finance Tools Profit and Sales Tracking: Automated financial reporting integrated with Xero. Tools for tracking sales milestones and generating alerts for critical financial updates. Mortgage: Minimal deposit loan management. 11. Sustainability and ESG Features Eco-Friendly Property Tools: Green certifications and sustainability scoring for properties. Carbon offset calculators for transactions. Smart Cities Integration: Tools for mapping urban development, publi...
I'm looking for a skilled developer to create a comprehensive invoicing app akin to Easy Expense, with cross-...developer to create a comprehensive invoicing app akin to Easy Expense, with cross-platform support (iOS and Android). The app should include all functionalities of Easy Expense and seamlessly integrate with Quick Books and xero. Key Features: - All features present in Easy Expense - Cross-platform compatibility (iOS and Android) - Integration with Quick Books and xero for accounting Ideal Skills: - Proficiency in mobile app development for both iOS and Android - Experience with creating finance-related applications - Prior work integrating apps with Quick Books and xero - Understanding of features and functionalities of Easy Expense Please provide re...
I'm in need of a tailored Customer Relationship Management (CRM) system primarily for my sales team. Key Requirements: - Core Functionality: The system should have strong opportunity tracking capabilities to help the team monitor and manage potential sales. - Additional Features: To enhance our opportunity tracking,...Experience: - Proven experience in CRM development, particularly for sales teams. - Strong understanding of opportunity tracking and sales processes. - Ability to create user-friendly, intuitive systems. - Excellent skills in creating automated reminders and visualizations. - Experience in developing customizable reporting features. Looking forward to seeing your proposals! We need it similar to Salesforce functionalities, including Reports, Accounts, Opportu...
I'm looking for a proficient developer who can establish a seamless API integration between Salesforce and Netsuite. This project focuses on real-time data synchronization of sales opportunities across both platforms. Key Requirements: - Extensive experience with Salesforce and Netsuite. - Strong expertise in API development. - Proven track record in facilitating efficient data flow. - Passion for delivering high-quality, operationally enhancing solutions.
I'm seeking a seasoned Business Analyst with 3-6 years of experience, particularly in the retail sector. This remote, 3-month project entails developing and implementing brand marketing strategies to boost our brand visibility. Key Responsibilities: - Craft and execute bran...assess the impact of marketing initiatives - Analyze competitors' operations and identify their strengths and weaknesses. Desired Skills: - Strong analytical capabilities - Excellent marketing knowledge - Superb communication skills - A touch of sales experience. Ideal candidates will possess a BCA, MCA, B.E. or a relevant degree. Experience with tools like Microsoft Excel, Google Analytics, and Salesforce is a plus. Though not mandatory, a primary objective of enhancing brand recognition would be ...
...work flexible hours. Key Responsibilities: • Process and reconcile invoices, payments, and expenses. • Manage accounts payable and receivable. • Perform bank reconciliations and ensure accuracy in financial records. • Prepare basic financial reports. • Ensure compliance with Australian tax and accounting standards. • Maintain accurate bookkeeping records in Xero. Requirements: • Proven experience as a bookkeeper. • Proficient in Xero. • Strong understanding of GST, BAS preparation, and general bookkeeping principles. • Excellent attention to detail and time management skills. • Must be physically based in Sydney and able to visit our office in Belrose occasionally. What We Offer: • Flexible work arrangement wit...
I'm seeking a professional with an accounting background to establish and oversee the bookkeeping for my company. Your primary responsibilities will include: - Setting up the chart of accounts - Regular transaction tracking - Generating financial reports Ideal candidates should be comfortable working with various accounting software, with a preference for QuickBooks, Xero, or FreshBooks depending on convenience. Financial reports will need to be generated on a monthly basis. Please include relevant experience and expertise in your proposal.
I am in need of a skilled accountant to perform monthly bank reconciliations for 1-2 of my bank accounts. Ideal candidates will have: - Proven experience in accounting and bank reconciliation. - Access to and familiarity with accounting software (specific software is not specified, so experience with QuickBooks, Xero, or FreshBooks is a plus). - Strong attention to detail and accuracy. - Excellent communication skills for remote collaboration.
I'm looking for ...Tasks: Conducting online research for various projects and compiling findings in a clear and concise manner. - Social Media Management: Overseeing company social media accounts, posting updates, and interacting with followers. Ideal Skills and Experience: - Proficient in the Microsoft Office Suite: Excel, Word, PowerPoint, and Outlook. - Familiar with CRM Software: Experience with tools like Salesforce or HubSpot is a plus. - Knowledgeable in Project Management Tools: Comfortable using software like Trello, Asana, or Monday.com. - Strong Customer Service Skills: Previous experience in a customer support role is preferred. - Excellent Research Skills: Able to find and compile information efficiently. - Social Media Savvy: Experience managing social media acco...
I'm looking for an experienced Salesforce developer to fully integrate my communication tools - Ring Central for calls and texts, Constant Contact for emails, and Outlook - with my Salesforce CRM. This project aims to streamline the tracking and management of calls, emails, and text messages within Salesforce to enhance my customer relationship management. Key Requirements: - Integration of call logging and management from Ring Central - Synchronization of emails from Constant Contact and Outlook - Tracking of text messages from Ring Central - Interaction with Salesforce components: Contacts and Companies Ideal Skills: - Extensive experience with Salesforce CRM - Proficient in integrating third-party communication tools with Salesforce - Fam...
...integrated with Salesforce that primarily handles customer support. The agent should also automate several tasks within the sales process including lead generation, follow-up emails, and sales forecasting. Key Functions: - Customer Support: The AI agent will be the first point of contact for customer queries, providing timely and accurate responses to enhance customer satisfaction. - Sales Automation: The agent should be capable of identifying potential leads, sending follow-up emails, and predicting sales trends to streamline the sales process. Communication Channels: - The AI agent should be proficient in handling customer interactions across various platforms including Email, Chat, and Phone. Ideal Skills and Experience: - Proven experience in AI development and Salesf...
I'm seeking a professional with an accounting background to establish and oversee the bookkeeping for my company. Your primary responsibilities will include: - Setting up the chart of accounts - Regular transaction tracking - Generating financial reports Ideal candidates should be comfortable working with various accounting software, with a preference for QuickBooks, Xero, or FreshBooks depending on convenience. Financial reports will need to be generated on a monthly basis. Please include relevant experience and expertise in your proposal.
We currently use MS Fabric to house Procore analytics; however, bidboard does not have analytics and we must download an excel file. I'd like to set up a Lakehouse to manually import these excel files and then give our data analyst access to query the information. As a bonus it would be nice to be able to set up this information to share with Salesforce. This would be our first bit of outside data that we would be able to collaborate with our Procore data so I'd like some help setting it up correctly the first time. I'd also like to set it up with the Powerbi model so that when we add a new excel file it removes duplicates and I am able to slice by month, quarter, year. and custom date range.
I'm seeking a freelancer skilled in Zapier, Hubspot, and Xero to refine my current integration. The project involves 2 legal entities of Xero and 2 sales funnels in Hubspot with automation for both new and recurring sales invoices. The ideal candidate will need to update: - Data mapping between Hubspot and Xero - Automation triggers in Zapier - Google Sheets configuration The data transferred from Hubspot to Xero will primarily be sales transactions. Proficiency in these platforms and understanding of sales transaction data is crucial for successful project completion.
...should be user-friendly and easy to navigate. - Although there are no specific features outlined at the moment, the potential for future additions such as a client portal, financial report generation, and invoice management should be considered in the design. - The website should be built in a way that allows for easy integration with popular accounting software in the future, such as QuickBooks, Xero, or FreshBooks. Ideal Skills and Experience: - Proven experience in web development, specifically for financial and accounting sites. - Strong knowledge of integrating with various software platforms. - Excellent communication skills to understand and incorporate future needs. Please note, I'm currently open to all creative suggestions and solutions that you might have. I...
I'm looking for an experienced Virtual Assistant to support my disability and NDIS-related business in Australia. This role involves handling various tasks such as admin work, data entry, invoicing, and managing my Xero account. If you have marketing expertise, that's a big plus. Key Responsibilities: - Admin tasks & data entry - Invoicing management via Xero - Marketing strategies and implementation (if applicable) Ideal Skills & Experience: - Proficient in admin work & data entry - Experience with Xero bookkeeping software (essential!) - Good grasp of marketing strategies (preferred) - High attention to detail and excellent communication skills This is an ongoing role, paid hourly at $10 AUD per hour.
I'm in need of a designated CPA in Canada. My tax situation involves self-employment and rental income, so expertise with T2125 and T776 is essential. You MUST Provide 5 things: Designation in PDF (driver license or Canadian passport) 3.Xero Directory Link Profile of your experience with T2125 and T776
