Xero salesforceprojekty

Foton Technik poszukuje wsparcia technicznego w zakresie PM IT podczas trwania procesu tworzenia nowej witryny web oraz platformy e-commerce. W zakres wdrożenia wchodzi zaprojektowanie nowej www, koordynacja nad jej wykonaniem przez zewnętrznego dostawcę, koordynacja nad integracją z systemami Foton Technik (np. Salesforce, Fokus, Mailerlite itp.) oraz koordynacja PM IT nad wdrażaniem platformy sklepu internetowego.

Jesteśmy firmą, pracującą w branże restauracyjnej, a dokładnie w dostawie jedzenia. Potrzebujemy pomocy z budowaniem bazy leadów (potencjalnych partnerów) w programie Salesforce. To jest praca z już istniejącą bazą potencjalnych partnerów, która w tym momencie liczy około 40 tysięcy firm. Mamy na celu stworzenie czystej, dobrej jakości bazy, gotowej do pracy w zespole sprzedaży. Główne zadania: - Sprawdzenie wszystkich leadów w naszej bazie, korzystając z już gotowej instrukcji i wytycznych pod względem dopasowywania do naszej oferty. - Uzupełnienie brakujących danych albo korektę niepoprawnie wpisanych danych (sprawdzenie takich informacji jak nazwa firmy, telefon, adres mailowy, strona internetowa). - Wyszukiwanie informacji w google o k...

Szukam osób z doświadczeniem w Salesforce Community Cloud do pracy przy projektach tworzenia stron oraz portali wiedzy dla klientów. W ramach strony oprócz informacji o produktach i usługach, należy oprogramować też część e-learningową (wiedza + quizy) zliczające zdobyte punkty oraz ścieżki edukacyjne.

Poszukuję osoby na współpracę przy rozwoju Salesforce w naszej organizacji na część etatu. Praca polegałaby na zbieraniu wymagań od biznesu i rozwoju systemu Salesforce w oparciu o wytyczne. Osoba powinna znać system Salesforce oraz powinna mieć doświadczenie w prowadzeniu projektu rozwojowego. Praca miałaby mieć charakter ciągły. Miesięczny zakres prac do uzgodnienia.

Szukam osoby, która zna bardzo dobrze Salesforce'a. Potrzebuję usprawnić workflow w firmie. Potrzebuję stworzyć m. in. powiadomienia mailow'e oraz poprawić i skonfigurować Szanse Sprzedaży pod moje potrzeby. Stworzyć "Wdrożenie" na bazie Szansy Sprzedaży i skonfigurować odpowiedni przepływ pracy.

Dla naszego klienta w US szukamy utalentowanych programistów / integratorów SalesForce do projektów w niepełnym wymiarze godzin (5-20 godzin tygodniowo). Komunikatywny angielski w mowie i piśmie jest wymagany. Typowe projekty obejmują: * integrację z Pardot * integracje z innymi serwisami (Mailchimp, Gmail, Outlook, Ring Central, DocuSign, NetSuite, Quickbooks) * konfigurację Community Portal, MileStonePM, Workflows, grading & scoring, dependent fields

Uzupełnij arkusz kalkulacyjny danymi Salesforce Administrator

Szukam programisty do stworzenia aplikacji salesforce. Nie chciałbym na razie publicznie zdradzać szczegółów. Detale na maila

Panie Grzegorzu, potrzebuję wsparcia w rozwoju aplikacji napisanej w środowisku SalesForce i chciałbym z Panem na ten temat porozmawiać. Proszę o przesłanie telefonu lub telefon do mnie +48 602 684 643. Pozdrawiam, Krzysztof

Poszukuję: Freelancerów Lokalizacja: praca zdalna Forma zatrudnie...chcąc tracić niezależności i swobody działania na rynku i zainteresowane byłyby długofalową współpracą z nami w ramach projektów zlecanych nam przez naszych Klientów. Poszukujemy ekspertów specjalizujących się w następujących obszarach: • Java • Frontend (HTML, CSS, Javascript) • EAI • PHP • WebMethods • Database • UX design • Python • .NET • Sharepoint • Tibco • Documentum • BI • Salesforce W razie zainteresowania podjęciem współpracy, będę wdzięczna za kontakt na adres e-mail annawos malpa econsulting.pl. Więcej informacji o nas, naszych Klientach i zrealizowanych projektach znajduj...

Poszukuję: Freelancerów Lokalizacja: praca zdalna Forma zatrudnien...chcąc tracić niezależności i swobody działania na rynku i zainteresowane byłyby długofalową współpracą z nami w ramach projektów zlecanych nam przez naszych Klientów. Poszukujemy ekspertów specjalizujących się w następujących obszarach: • Java • Frontend (HTML, CSS, Javascript) • EAI • PHP • WebMethods • Database • UX design • Python • .NET • Sharepoint • Tibco • Documentum • BI • Salesforce W razie zainteresowania podjęciem współpracy, będę wdzięczna za kontakt na adres e-mail annawos malpa Więcej informacji o nas, naszych Klientach i zrealizowanych projektach znajduje się na nasze...

Poszukuję: Freelancerów Lokalizacja: praca zdalna Forma zatrudnienia: kontrakt Czas trwania p...chcąc tracić niezależności i swobody działania na rynku i zainteresowane byłyby długofalową współpracą z nami w ramach projektów zlecanych nam przez naszych Klientów. Poszukujemy ekspertów specjalizujących się w następujących obszarach: • Java • Frontend (HTML, CSS, Javascript) • EAI • PHP • WebMethods • Database • UX design • Python • .NET • Sharepoint • Tibco • Documentum • BI • Salesforce W razie zainteresowania podjęciem współpracy, będę wdzięczna za kontakt na adres e-mail Więcej informacji o nas, naszych Klientach i zrealizowanych projektach znajduj...

Praca technicznie prosta, tylko nieco czasochłonna. 1. Podaję stronę do testu online 2. Podaję mój formularz na stronie www 3. Potrzebuję przepisać pytania testowe, odpowiedzi i zaznaczyć prawidłowe odpowiedzi (poprzez checkbox) Przykładowe strony z testami (dostarczam takie strony z danymi) Ważne: przepisane dane muszą być w 100% poprawne (a najważniejsze to zaznaczyć prawidłowe odpowiedzi) . Czas realizacji nie jest najważniejszy

...zbudowania Panel dla moich klientów SEO. W skład tego panelu wchodzić będą 3 moduły: 1)Sprawdzanie pozycji 2)Płatności/Faktury 3)Statystyki odwiedzin strony Do wszystich tych pozycji posiadam już gotowe rozwiązania, do niektórych nawet po dwa które oferują API aby zaimplementować je na stronach lub w panelu: 1) Sprawdzanie pozycji -> 2) Płatności/Faktury -> PayPal / WHMCS lub XERO 3) Statystyki odwiedzin strony -> Google Analytics lub Piwik ( bardziej z naciskiem na Piwika) Klient po zakupieniu usługi (płatność miesięczna) będzie otrzymywał swój login i hasło do panelu gdzie będzie mógł zobaczyć pozycje słów kluczowych (dodanych przez administratora) , pobrać kod statustuk do wstawienia do strony w celu śledzenia odwiedzin or...

Poszukujemy konsultana/programisty który pomoże nam wdrożyć i w pełni przygotować jeden s systemów CRM (SalesForce lub ZOHO) do obsługi salonu samochodowego. Skłaniamy się raczej ku ZOHO więc mile widziane będą oferty ze znajomością tego CRM-a Zgłoszenia prosimy przysyłać

Witam, nawiążę współpracę z konsultantem SalesForce. Mile widziane certyfikaty, wymagane doświadczenie. Proszę o CV z portfolio oraz oczekiwanym wynagrodzeniem. Skontaktuję się tylko z wybranymi osobami.

Drukarnia zleci wykonanie Identyfikacji Wizualnej składającej się z zaprojektowania Logo / Logotypu, Wizytówek - Papier firmy koperty są zbędne. Dla kreatywnych zlecimy również Naming oraz wybór domen dla powstającego punktu poligraficznego (xero, druk, pieczątki etc.). Zapraszam do współpracy.

Wczoraj kupiłem sobie drukarkę HP 1050 All in One. Czyli skaner plus drukarka. O co chodzi. Drukarka byłą kupiona bardziej na potrzeby skanowania, a drukarka jako dodatek bo po prostu była tania. Przedmiot zlecen...HP 1050 All in One. Czyli skaner plus drukarka. O co chodzi. Drukarka byłą kupiona bardziej na potrzeby skanowania, a drukarka jako dodatek bo po prostu była tania. Przedmiot zlecenia.: Posiadam drugą drukarkę laserówkę na której drukuje, interesuje mnie sposób lub jakiś programik, który zrobi tak, ze przy włączonym komputerze (bo inaczej to chyba niemożliwe?) po naciśnięciu przycisku xero na 1050 strona się będzie skanować i drukować na laserówce, a nie tak jak jest ustawione domyślnie na 1050. Da się to zrobić?...

Sr. Salesforce Healthcare Cloud Developer Responsibilities: • Responsible for the configuration, development and implementation of Salesforce Applications, in a timely and accurate fashion, using Salesforce/Apex, and Visualforce technologies. • Utilize Salesforce Healthcare Cloud's core features and capabilities to address specific healthcare industry requirements. • Collaborate with business analysts, architects, and project managers to understand requirements and deliver solutions that meet business objectives. • Ensure adherence to Salesforce best practices, coding standards, and security guidelines. • Troubleshoot and resolve technical issues related to Salesforce applications. • Stay updated on the latest ...

I'm in need of a Salesforce expert who can help with system customization, specifically with creating custom objects and fields. The primary goal of this customization is to enhance our data management capabilities. Key Responsibilities: - Customizing Salesforce by creating custom objects and fields - Improving our data management process Ideal Skills and Experience: - Extensive experience with Salesforce system customization - Proficient in creating custom objects and fields in Salesforce - Strong understanding of data management processes - Salesforce certification is a plus

I need an Adobe InDesign extension that pulls applicant data from Salesforce and populates it into a pre-defined resume template in InDesign. The data we wish to include consists of: - Work experience - Education history - Awards - References - Affiliations A InDesign extension needs to be created as well as a Salesforce Apex API to serve the data needed from Salesforce. The extension connects to the API to pull the data it needs. Ideal candidates should have: - Proficient experience with Adobe InDesign - Strong skills in developing software extensions - Nodejs, AngularJS experience a must - Familiarity with Salesforce Apex and custom Apex Web APIs - Familiarity with Salesforce data management - Ability to design user-friendly interfaces - Prior expe...

...outbound lead generation, sales, or business development (1-3 years). Experience in the SaaS industry or with AI-driven tools is a plus. Excellent verbal and written communication skills, with an ability to tailor messages to different audiences. Strong understanding of LinkedIn and other networking platforms for prospecting. Familiarity with CRM tools and sales tracking software (e.g., HubSpot, Salesforce). Self-starter with the ability to work independently and in a fast-paced environment. Passion for technology and AI, with a strong understanding of how it can solve business problems. Ability to thrive in a startup environment and contribute to JaanchAI’s growth....

I need a Salesforce OpenCTI expert to integrate my Avaya call center system with Salesforce. Key Requirements: - Implement call center integration using Salesforce OpenCTI - Handle both inbound and outbound calls Ideal Skills: - Prior experience with Salesforce OpenCTI - In-depth knowledge of Avaya telephony system - Expertise in inbound and outbound call handling integration

...variables that contributed to the risk score, offering clear insights into the factors driving the prediction. Actionable Insights: Deliver recommendations based on the model’s output, such as changes to compliance practices or tax filing behaviors to mitigate audit risks. Deployment and Scalability: API Integration: The model must be capable of integrating seamlessly with third-party APIs (e.g., Xero) to facilitate rapid data ingestion from financial systems. Cloud Infrastructure: Deploy the model on a scalable cloud infrastructure that can handle increasing volumes of structured data from growing client portfolios. Monitoring and Reporting: Build in monitoring tools to track model performance and accuracy, with reporting capabilities for stakeholders on risk trends and a...

...Administration Manager with advanced knowledge of both ServiceM8 and Xero, for 10-15 hours a week. The ideal candidate will be responsible for: - Data Entry and Management: Accurately inputting and overseeing various data sets. - Invoice Processing and Reconciliation: Managing our financial transactions and ensuring all invoices are processed correctly. - Customer Support and Communication: Interacting with customers and addressing their queries in a professional manner. Additionally, the Administration Manager will be tasked with creating reports using both ServiceM8 and Xero. For coordinating tasks, I prefer using a project management tool such as Asana or Trello. Skills and experience required: - Advanced knowledge of ServiceM8 and Xero - Strong data entry ...

I'm looking for a Salesforce specialist and developer to create a custom application for me. The application will need to incorporate specific functionalities such as: - Custom Workflows: The application should be able to support personalized workflows that can be tailored to fit distinct business processes. - Advanced Reporting and Analytics: I need the application to provide sophisticated reporting capabilities and analytics tools to gain insights from the data. - Automated Data Entry: The application should be designed to automate data entry tasks to improve efficiency and reduce human error. Ideal candidates for this project would have extensive experience in Salesforce development, with a proven track record in custom application development and creating complex w...

I need an expert in Salesforce to help customize our CRM system for our Benjamin Moore Paint retail business. We're a small team of 5 users, covering different sales territories. Key Tasks: - Set up specific territories based on our sales reps - Integrate our existing customer base into Salesforce - Create and implement custom fields to track product preferences, sales history, number of employees, competitor preferences, etc. The ideal freelancer for this project should have: - Extensive experience with Salesforce customization, preferably for small retail businesses - Ability to understand and meet our specific needs - Strong attention to detail to ensure all custom fields are accurately set up and implemented.

I used to complete my tax returns in spreadsheets, I have an example from previous financial year to go off, plus all the statements required. Need to reconcile all accounts with categories, i've made categories already in Xero. - Stripe AUD - Paypal USD, AUD, EU Need to complete for Austrailan financial year 1 July 2023 - June 30 2024

...entering detailed, itemized budget figures into Xero. The data has been collated in an excel spreadsheet across a number of tabs reflecting our different departments. I have a very big spreadsheet that covers our budget for the 2025 financial year (Australia - 1 July 2024 to 30 June 2025). We have several departments. Our budget spreadsheet covers the departments and a bit more in-depth for every department so there is a lot of tabs. We use Xero as our accounting system. There's already figures in there for the 2025 financial year, but they are wrong and need to be updated. So I need some to go into our budget spreadsheet, filtered the cells accordingly, and then copy the figures. Then, go into our Xero, extract the same departments budget out of Xero...

...VoIP calling - Instant messaging - Video Conferencing - API integration - Customer front-end GUI - Mobile and Desktop Apps -CRM itegration* -CCaaS -Call Reporting module *CRM Integration: Most softwares now allow API's or Webhooks, so I want the ability to utilize (write to those APIs) if that makes sense. I current have about 4000 extensions on my current system and some clients are linked to Salesforce, Hubspot, Zoho, SugarCRM. The solution needs to be robust enough to handle multi-tenancy. The ideal candidate should have extensive experience in developing UCaaS solutions and a deep understanding of Freeswitch. Skills in creating intuitive and user-friendly interfaces. There is many more things we can discuss. We are an existing VoIP supplier looking to move away from As...

...to our current software architecture so that our different companies AND our clients who will use our software to integrate into their systems can use the programmed software but have their own database and website URLs. 7. Develop the software architecture to allow for the opportunity to sell space on our server so others can buy and use our software for their company (such as BigCommerce, or SalesForce etc). In addition to this, the project will require you to use our Project Management System and SLACK Communication Program to liaise with me, including the following work. DO NOT BID WITH A PLACEHOLDER. ALL BIDS ARE FINAL. BE HONEST. PLEASE NOTE WE WILL NOT RESPOND INITIALLY TO YOUR SUBMISSION as we go through all the applications. TO BE SUCCESSFUL FOR THE PROJECT YOU WILL B...

I need assistance migrating my data from Xero to MYOB. The primary focus will be transferring my Customers, Invoice Templates, and Recurring Invoices. Additionally, there will be a need for some data transformation during the process, specifically field mapping adjustments. Key Requirements: - Migrate Customers, Invoice Templates, and Recurring Invoices from Xero to MYOB. - Adjust field mappings as necessary during the data transformation process. - Ensure the data is correctly migrated and formatted for MYOB. Ideal Skills: - Proven experience with Xero and MYOB - Strong understanding of data transformation and field mapping - Attention to detail to ensure accurate data migration

I am looking for a dedicated and experienced Remote Customer Service Representative t...as needed - Help with order status and tracking inquiries Ideal Skills and Experience: - Previous experience in a customer service role, preferably in a tech-oriented company - Strong communication skills - Proficient in handling billing inquiries and technical support - Able to track, manage and respond to order inquiries Familiarity with Specific Tools: - Experience with CRM systems like Salesforce - Knowledge of Helpdesk software such as Zendesk - Proficient in Call center software like Five9 If you are passionate about customer service and meet these criteria, I would love to hear from you. If you are interested in this exciting opportunity, please submit your resume here:

I need assistance with data entry tasks in Excel. The data will be sourced from third-party platforms like Salesforce and Zoho. Ideal skills and experience for the job: - Proficiency in Excel - Prior experience in data entry - Familiarity with Salesforce and Zoho is a plus - Attention to detail - Ability to work efficiently and accurately

I'm looking for a seasoned Java developer with strong experience in Salesforce CRM and Java Spring. The project primarily focuses on the CRM and Payroll modules within Salesforce. You will be tasked with implementing features related to Customer Support and Sales Automation. Ideal Skills: - Proficient experience with Salesforce CRM, especially in the CRM and Payroll modules. - Strong expertise in Java Spring. - Proven track record in backend API development and integrating with Salesforce. - Prior experience in enhancing Customer Support and automating Sales processes within Salesforce is a plus. - Your prior experience in developing similar systems will be highly valued. Please provide relevant samples of your work for consideration. 1. The firs...

I'm in need of a proactive Real Estate Salesperson ...and nurture leads. - Client Relationship Management: Building rapport with clients is essential to facilitate showings and close deals. Ideal Skills and Experience: - Exceptional Communication Skills: You must be able to convey information clearly and persuasively. - CRM Proficiency: While I currently do not have a specific CRM software in use, familiarity and experience with popular ones like Salesforce, HubSpot, and Zoho CRM will be beneficial. - Networking Abilities: Although the primary focus is on cold calling, being able to expand our client base through networking will be a plus. Please note that the ability to schedule showings and close deals is also part of the job. Prior experience in real estate sales will be h...

...diagnosing and resolving this issue to ensure reliable delivery of system emails. Ideal skills for this job include: - Proficiency with 365 exchange email systems - Experience with booking platform email integration (we use BookNow- part of SalesForce) - Knowledge of email deliverability best practices - Familiarity with DMARC and other email authentication methods We have added SPF records. DKIM is set up. Everything looks relatively good when you use MX toolbox to check the DNS settings but the booking platform that is built on Salesforce will not send invoices etc Some of the responses from our email marketing that uses Zoho campaigns is getting stuck in Quarantine. Quarantine reports suggest a spoof DMARC but it has been set and MX Toolbox / Zoho campaigns ...

I'm in need of an accountant with proven experience in reconciliation tasks primarily using the Xero and Emerge (erp) platforms. Key Responsibilities: - Reconciling bank statements and inter-company accounts - Matching payments to the closest invoices Skills and Experience: - Strong proficiency in Xero and Emerge - Excellent skills in Microsoft Excel - Previous experience with reconciliation tasks Please note, this project will primarily focus on reconciliation work, and therefore a strong background in this area is highly desirable. Seeking a long term accountant to work with.

I need assistance with data entry tasks in Excel. The data will be sourced from third-party platforms like Salesforce and Zoho. Ideal skills and experience for the job: - Proficiency in Excel - Prior experience in data entry - Familiarity with Salesforce and Zoho is a plus - Attention to detail - Ability to work efficiently and accurately

I need assistance with data entry tasks in Excel. The data will be sourced from third-party platforms like Salesforce and Zoho. Ideal skills and experience for the job: - Proficiency in Excel - Prior experience in data entry - Familiarity with Salesforce and Zoho is a plus - Attention to detail - Ability to work efficiently and accurately

I'm looking for a freelancer to assist in creating a comprehensive Excel spreadsheet of all available contact information from Salesforce Navigator. Key Requirements: - Extracting all available contact data from Salesforce Navigator - Organizing the data by Company Name The final deliverable should be an Excel (.xlsx) file. Ideal Skills and Experience: - Proficiency with Salesforce Navigator - Excellent data extraction and organization skills - Advanced Excel skills

...our sales and marketing teams to align lead generation efforts with our business goals. Reporting: Track and report on lead generation performance, providing insights and recommendations for improvement. Skills Required: Proven experience in generating high-quality inbound and outbound leads. Strong understanding of lead generation tools and techniques. Proficiency in using CRM systems (e.g., Salesforce, HubSpot) and lead generation platforms. Excellent research, analytical, and communication skills. Ability to work independently and manage multiple projects effectively. Preferred Qualifications: Experience generating leads specifically within the Indian market. Familiarity with industry-specific databases and tools. Previous success in generating leads that are not enhancement...

I'm seeking an expert for real-time automated workflows between Salesforce and CargoWise One. Key Tasks: - Streamlining order processing - Automating shipment tracking updates - Setting up customer notifications The ideal freelancer for this project should have extensive experience in both Salesforce and CargoWise One, with a proven track record of creating seamless integrations for automated workflows. Real-time execution is crucial for this project, so expertise in setting up and managing real-time processes is required. Please provide examples of similar projects you have completed in your proposal.

I need assistance with data entry tasks in Excel. The data will be sourced from third-party platforms like Salesforce and Zoho. Ideal skills and experience for the job: - Proficiency in Excel - Prior experience in data entry - Familiarity with Salesforce and Zoho is a plus - Attention to detail - Ability to work efficiently and accurately

I'm looking for a dedicated virtual assistant who can also handle my bookkeeping tasks. My budget is strictly $100 a month. Key Responsibilities: -...Payable and Receivable: Keep track of what I owe and what’s owed to me. - Reconciliation of Bank Statements: Regularly check my bank statements against my books for any discrepancies. Ideal Skills: - Proficient in Microsoft Excel for data analysis and tracking. - Experienced with QuickBooks for managing my finances. - Familiar with Google Calendar for scheduling appointments. - Knowledgeable in Xero for bookkeeping tasks. Please note, this is a long-term position and I am looking for someone who can grow with my business. If you are organized, detail-oriented and can manage these tasks within the budget, I look forward t...

...financial report accuracy). 3. **Project Team** - Form a team consisting of finance staff, accountants, and representatives from relevant departments. 4. **Project Plan** - Develop a project schedule and allocate resources. --- ### Phase 2: Implementation of Systems and Procedures (Week 3-8) 1. **Software Selection and Setup** - Choose suitable accounting software (e.g., QuickBooks, Xero). - Configure the software to meet company needs. 2. **Procedure Development** - Create standard procedures for transactions, reconciliations, and reporting. - Implement internal controls to prevent errors and fraud. 3. **Employee Training** - Train finance team and relevant staff on the new systems and procedures. 4. **Bank and Credit Card Management** ...

I'm seeking an experienced Xero bookkeeper to generate comprehensive financial reports on a monthly basis. Key Responsibilities: - Using Xero to prepare and provide detailed financial reports, including the Balance Sheet, Profit and Loss Statement, and Cash Flow Statement. Ideal Skills and Experience: - Proficient in Xero with a strong understanding of bookkeeping principles. - Experience in financial report generation. - Excellent attention to detail and ability to meet monthly deadlines.

I'm looking for a professional with a strong background in Xero invoicing and accounting to assist me with creating and sending sales invoices. Ideal Skills and Experience: - Extensive experience with Xero - Strong accounting background - Excellent attention to detail - Good communication skills - Ability to work independently Ongoing project for right person. Need to work 8 hours per day and 6 days a week. Looking for someone for next 3 months.

I'm starting a new consulting firm focused on Salesforce implementation and I need a professional website for it. The site should be similar to but simpler. Key elements include: - Service Descriptions: Clear, concise descriptions of the services we offer in Salesforce implementation. - Client Testimonials: A section for future testimonials from our clients. This will not be populated initially but should be designed to accommodate this. The desired style for the website is professional and clean. I have a logo ready but will require assistance with brand colors and overall visual identity. Ideal candidates for this project should have: - Proven experience in website development, particularly for consulting firms or tech-oriented businesses. - Ability to create a

I need a proficient Xero expert for my accounting needs. Key Responsibilities: - Bookkeeping - Invoicing - Financial Reporting Access: I will provide full access to my Xero account. Ideal Skills: - Extensive experience with Xero software - Strong bookkeeping and financial reporting skills - Proven track record in small to medium business accounting