Vtiger crm invoice jobs
Are you a meticulous individual with a keen eye for detail? Do you have experience in manual data entry and ensuring data accuracy? If so, we have a project for you. Responsibilities: - manual data entry tasks into the CRM system. - verify the accuracy of data migration from one system to another. - ensure data integrity and completeness. - ca 10.000 data entries - ca 4.5 k candidates checked, compared and amended if needed between 2 crm systems - ca 2k contacts checked, compared and amended if needed between 2 crm systems The main goal is to transition the data without losing its integrity and usability. I eager to set to work with someone who can handle this project efficiently.
I'm seeking a professional with a strong b...specifically from Wix. Skills in design, layout, text and media are essential, alongside ensuring full functionality after the transition. Key migration requirements include: - Content/Text - Images/Media - Functionality The redesigned WordPress website should include the following features: - Contact Form - E-commerce Capabilities - Social Media Integration - Booking Form for Summer Camps - Invoice Sending Capabilities - Chat Functionality There are more than 10 pages on my current site that need to be transferred, so experience in larger website migrations is preferred. Bid wisely, keeping all tasks and features in mind for a smooth and successful transition. Let's first discuss and then bid, so we don't need to discu...
Company: Real Skip Tracing Website: Industry: USA Real Es...property owners, businesses, or next of kin, our services are designed to streamline your operations and enhance your decision-making process. Net Sales: $15k per month Responsibilities: - Make calls, send emails, and SMS to our competitors' current customers (I have a large list of our competitors' customers) and offer them a better deal. - Respond to customer inquiries and call them. - Keep Zoho CRM updated. - Create weekly projections. - Develop strategies. - Generate weekly sales reports. Requirements: - Must be fluent in English, both speaking and writing. - A proven deal closer. - Available to work during EST 9 am-5 pm, Monday-Friday. Payment: - $300 Monthly salary. - 5% of sales commission.
I need a Salesforce expert to transfer 20,000 products, peicebooks and related products records into my Salesforce CRM (dev triql Load first, then also document the process so we are ready for prod data load) as soon as possible. Specific project requirements include: 1. Successful extraction of products, pricebooks and related records from one org and then data migration of sample records from extracted list into my Salesforce CRM(dev org). 2. Ensuring all relevant data points are correctly aligned and functioning in dev org 3. document the migration process done in dev and train the user on migration 4. migrate the full set of data into dev org - product, pricebooks, related records to product. 5. once dev data migration is validated and approved, then migrate the data ...
I'm seeking a skilled developer familiar with CodeIgniter to help translate my invoice template into Arabic. The main focus is on the textual adjustments, without altering the overall layout of our existing template. Here's a brief overview of what I'm looking for: - **Translation Tasks** - Convert all invoice text into Arabic while maintaining the original format. - Ensure the translation is accurate and contextually appropriate for a financial document. - **Technical Requirements** - Proficiency in CodeIgniter framework is a must. - Experience in multilingual applications, particularly those including Arabic, will be advantageous. - Familiarity with financial or invoicing software development. - **No Layout Change** - It's crucial that the...
It is required to create the layout and pagination of a technical catalog of approximately 360 pages. The information will be taken from Excel files and image directories. It is imperative to complete the order and solid clauses in the contract will be imposed. Payment will be made gradually. We prefer a collaborator from Romania who can issue the invoice.
Refer website famly.co. check and update me with estimation. 10% deviation of estimation accepted. Share some details about the modules related to child care I need a robust, user-friendly system capable of performing multiple t...platform should comfortably cater for over 100 children, and include features like attendance tracking, billing and invoicing, and activity scheduling. I also require a tiered access system for staff, parents, and administration. Ideal freelancers for the job would have: - Proven experience in developing similar systems. - Solid understanding of nursery or childcare operations. - Familiarity with invoice and billing systems. - Capabilities to design intuitive user interfaces. - Skills in database management and security, especially regarding user acce...
Company: Real Skip Tracing Website: Industry: USA Real Es...property owners, businesses, or next of kin, our services are designed to streamline your operations and enhance your decision-making process. Net Sales: $15k per month Responsibilities: - Make calls, send emails, and SMS to our competitors' current customers (I have a large list of our competitors' customers) and offer them a better deal. - Respond to customer inquiries and call them. - Keep Zoho CRM updated. - Create weekly projections. - Develop strategies. - Generate weekly sales reports. Requirements: - Must be fluent in English, both speaking and writing. - A proven deal closer. - Available to work during EST 9 am-5 pm, Monday-Friday. Payment: - $300 Monthly salary. - 5% of sales commission.
I need an adept professional to seamlessly integrate a CRM system into my text messaging platform primarily used for reaching out to potential health insurance clients. Here are the specifics I am after: - CRM Features: The CRM system needs to be equipped with lead management capabilities, automated messaging, and customizable templates. This will streamline our processes and make our outreach more efficient. - Personalized Marketing: The primary aim of this integration is to achieve personalized marketing. This will allow us to effectively segregate our targets and deliver the right message to the right person. - Immunotherapeutic Texting Tool: This tool should have functionality for scheduled texting, assembling group messages, and conveying health insurance policy ...
...**Lead Generation Skills:** Capacity to generate 50-100 quality leads per week. Experience in lead qualification and prioritization to ensure high-potential prospects. - **Communication Skills:** Excellent phone etiquette, capable of initiating calls to potential leads. Must be persuasive, professional, and able to articulate value propositions clearly. - **Technical Skills:** Proficient in CRM software and lead management tools. Ability to efficiently document and track lead progress. - **Commission Structure Familiarity:** Experience working under a commission-based model. Transparent reporting and tracking of leads to accurately calculate commissions. Ideal Candidate: - Demonstrable success in lead generation, specifically in the targeted industries. - Strong ana...
I am in urgent need of a proficient Laravel Developer. I want to create a new project CRM and HRM using laravel or others js framework. 1. Multiple login(super admin,admin, employees etc.) 2. Manually task and recurring task. 3. Task process, due, etc. Give review after complete task. 4. Task completing graph and review graph. 5. Create project and his milestone. 6. HRM and leave management. Etc....
...streamline our operations and enhance insights. Ideal skills and expertise include experience with Google dashboard design, sales tracking, CRM systems, and analytics reporting. Key Features: - Sales Tracking: Including real-time updates and customizable reports to visualize sales pipeline. Experience in creating relevant modules in a Google dashboard is highly desirable. - CRM Integration: Seamless sync with Google Sheets is needed to track deals, leads and referrals efficiently. - Analytics Reporting: Assist in making data-driven decisions by creating an easy-to-understand analytics reporting feature to outline key statistics from our sales and CRM data. I am looking for an expert who can marry these functions into a streamlined dashboard. A bonus would be a f...
I'm on the hunt for a skillful Laravel developer to implement an invoice system into my current setup. You will bring to this project not just your extensive Laravel knowledge, but also your sharp eye for detail and commitment to functionality. Key features needed: - Generation of PDF invoices: It's absolutely crucial that your implementation allows for efficient creation of PDF invoices. These aren't any ordinary invoices, either, I need these to be in a detailed, itemized format, listing each individual cost with subtlety and precision. The ideal candidate for this role is a freelancer who has: - An extensive background in Laravel development. - Demonstrable experience with the generation of PDF documents. - A deep understanding of financial data representation. ...
...the words that I’m saying and do a great job of conveying the ideas I’m expressing. And at the 2:11 mark, I want you to have a powerpoint slide deck type page that shows the various functions the virtual assistants can handle in bullet point type format, that come up as I’m saying the words. The exact words are: Basic administration Digital filing Media files Automation Managing spreadsheets CRM and email campaigns MSFT Office Google Suite Client communication Calendar and travel schedule Critical reminders And a lot more Then on the next page: Web design Content creation Article writing Power point slide decks Bookkeeping Chat GPT Sales support And more You’ll see what I mean as you listen to the audio. I want this video to be compelling and hav...
...are responsible, can manage their workload effectively, and understand the importance of follow-through and meeting KPIs. Legal Knowledge: A solid grasp of divorce law is necessary. You should be able to explain all aspects of the divorce process in a convincing, authoritative manner, helping PNCs understand their options and the potential paths their case could take. CRM and Data Collection Mastery: Efficient use of our CRM system is critical. You should strive for accuracy in data entry, understanding that perfect data collection enables us to serve our clients better and more efficiently. Judgment and Persuasion Skills: The ability to accurately assess a client's needs, identify the best course of action for their situation, and persuade them of the next steps is v...
...Python (or other language) developer to create a REST API that handles communication between eDiscount and the ERP system - LinkerCloud. Key Responsibilities: - Build a python-based REST API eDiscount - Integrate it with LinkerCloud - Handle eDiscount communication Communication: - downloading the order to ERP - order status updates in two directions (ERP - eDiscount ) - sending a .pdf invoice to eDiscount - providing the tracking number to eDiscount Required Skills: - Proficiency in Python (or other language) - Experience in building REST APIs - Knowledge of ERP system (preferably LinkerCloud) - Familiarity with eMag communication is a plus Your main task is to ensure seamless data handling. If you have relevant experience and can deliver the project within an agree...
...REST API that handles communication between eMag (Romania, Hungary, Bulgaria) and the ERP system - LinkerCloud. Key Responsibilities: - Build a python-based REST API - Integrate it with LinkerCloud - Handle eMag communication (for three countries: Hungary, Romania, Bulgaria) Communication: - downloading the order to ERP - order status updates in two directions (ERP - eMag) - sending a .pdf invoice to eMag - providing the tracking number to eMag Required Skills: - Proficiency in Python (or other language) - Experience in building REST APIs - Knowledge of ERP system (preferably LinkerCloud) - Familiarity with eMag communication is a plus Your main task is to ensure seamless data handling. If you have relevant experience and can deliver the project within an agreed-upon tim...
We are in need of a highly skilled Laravel developer to build a backpanel crm for lead management and sales funnel builder
Please read this carefully - this is not a normal Export - we need to use the API! We need to extract the notes from our CRM - it is Keap Max Classic. Notes do not get exported with a normal CSV export. The API can access them as we have done this in the past. We need to notes exported from all of our contacts via the API. *** WE NEED THIS DONE TODAY - it is a quick task for someone with the right skills.
...professional who is passionate about the music industry. Our sales/A&R executives are the bridge between Snafu and artists. They are responsible for signing artists to Snafu and generating advance funding deals. Sales/A&R Executives will be provided lists leads with emails with artists recommended by our data-analytics team. They will then send emails to these lists and manage them through our CRM to book calls to qualify, and sign artists to our song management department. · Send between 50-200 new lead emails a week through Hubspot · Manage responses and sales process from first email to contract signed · Complete first pitch video calls to asses artist needs · Qualify artists for funding and/or distrib...
...my calendar, schedule meetings, and manage rescheduling requests to ensure optimal time management. - **Case Management:** Assist in managing client cases, ensuring all are updated and followed up on timely. **Skills and Experience Required:** - **Microsoft Office Suite Proficiency:** Must be skilled in using MS Office tools for scheduling, documentation, and efficient case management. - **CRM Software Knowledge:** Experience with Customer Relationship Management software is crucial for keeping track of client interactions and case statuses. - **Organization and Time Management:** Ability to organize tasks effectively and manage time to handle various duties within less than 10 hours weekly. - **Communication Skills:** Excellent verbal and written communication skills fo...
...to inquiries and feedback. - Creating captivating content for various platforms to maintain engagement and interest. Ideal Skills and Experience: - Proficiency with Google Suite and Microsoft Office for document and spreadsheet management. - Strong familiarity with major social media platforms (Facebook, Instagram) for effective community engagement and content dissemination. - Experience with CRM software (e.g., Salesforce, HubSpot) to manage customer interactions seamlessly. - A knack for digital marketing, with an understanding of strategies to bolster online visibility. - Exceptional communication skills, both written and verbal, for effective customer interaction and content creation. - A proactive approach to problem-solving and a keen eye for detail in research and data e...
...setting is a must, and familiarity with the logistics sector is a huge plus. - Objectives: Your main focus will be to engage decision-makers, articulate our value proposition, and lock in appointments for our sales team to take further. - Requirements: • Fluency in German (native or bilingual, NO accent) • Ability to work independently • Strong record in meeting or exceeding call targets • CRM proficiency, for tracking and follow-up activities Ideally, you'll have your own setup to make calls and track progress. I'm looking for someone with the confidence and competence to represent us professionally and push our business growth. Call time between: 9-17h CET, workdays In order to apply, Please define your German language experience: how...
...Import Functionality:** - Our accounting software will feature a user-friendly interface that allows users to import Excel files effortlessly. - The system will intelligently interpret the imported data, recognizing key financial information such as transactions, expenses, and income. 2. **Automated Invoice Generation:** - Upon importing the Excel format, the software will automatically generate invoices based on the provided data. - Users will have the flexibility to customize invoice templates and ensure professional and accurate invoicing. 3. **Integration with Tally:** - Seamless integration with Tally, one of the most widely used accounting software platforms. - Automatically transfer data, including invoices and financial transactions, to Tally fo...
...interactions, tracking sales progress, and facilitating the seamless sale of banking products. **Ideal Skills and Experience:** - Proficient in developing Android applications - Experience with integrating banking APIs - Understanding of the finance and banking industry - Knowledge in data security and customer privacy - Skilled in UI/UX design to ensure a user-friendly experience - Familiarity with CRM systems **Requirements:** - Develop an Android app from the ground up - Implement features for tracking customer interactions - Secure login for agents - Ability to update product details and offers in real-time - Include a dashboard for monitoring sales achievements - Ensure the app is compliant with finance regulations and data protection laws Looking for a freelancer who c...
I'm seeking a freelancer who can assist me in managing and streamlining the invoice processing and payment operations for my business. With fewer than 100 invoices to manage monthly, efficiency and meticulous attention to detail are paramount. Key Responsibilities: - Process and pay invoices: You'll ensure that all invoices are processed accurately and payments are made promptly. - Vendor Communication: Occasionally, you may need to communicate with vendors regarding invoicing details or discrepancies. Ideal Skills and Experience: - Proficiency in : Since we use for our invoice processing and payments, experience with this software is crucial. - Strong organizational skills: Ability to manage and prioritize tasks effectively. - Attention to Detail: Ensuring the a...
1 Project Description: We are seeking an independent professional with experience in PLC and SCADA programming in the Rockwell environme...programming will be contracted one by one. 5 Necessary Tools: To carry out the project, the following are necessary: • Studio 5K Pro (V. 35) • FTView Studio (V. 14) • PlantPax (V5 and V4) • FTLogix Echo 1Node Sub ESD • Application Code Manager • SQL Server 2019 (or higher) It would also be convenient to have (not essential): • Compact GuardLogix • L85EP (Process PLC) 6 Important Notes: We will need an invoice appropriate to the nationality of the supplier: National, Intra-community, or International. For Spanish suppliers, proof of activity registration and certification of compliance with Social Security...
I need a skilled developer to build a custom CRM tool for me. The tool should fundamentally have a Lead management and a sales funnel builder. This job requires: - Proficiency in CRM development - Experience in integrating tracking functionalities - Ability to pace up to meet immediate deadlines. Make your bid informative by explaining how you intend to execute this project in a timely manner. Thanks.
I'm looking for an expert in document design to create a GST compatible invoice template in Microsoft Word format. The template should have the following specifics: - Option to manually input invoice numbers. - Capability to add my company's Logo, Company Address, Bank Details, Product Description, and Price Details. - Field for 'Invoice To' information. The ideal freelancer for this project will have experience in Word document design and formatting, and understand GST billing. The end result is expected to be sleek, professional, and user-friendly. Note: The document needs to be editable and not just a static Word file. It is crucial that my team can easily input details as and when required.
I require an exper...Accounts. The purpose is to streamline the accounting and project management needs of my small contracting start-up. Key Requirements: - Creating a complete and unified setup of Zoho Books, merging all my projects into one account. - The setup should be customized to a contracting company, catering to our unique financial management needs. - Expertise required in setting up features such as invoice generation, project tracking, and expense reporting. Ideal Skills: - Proven experience setting up and optimizing Zoho Books and Zoho Projects. - Understanding of accounting principles, preferably within the contracting industry. - Ability to provide consultation and guidance for the best use of these tools for our specific needs. Looking forward to seeing your ...
...features, and cleanliness. - **All Vehicle Components:** A comprehensive check including the power train, AC, and all other essential vehicle parts. **Inspection Criteria:** - All vehicle components should be rated post-check. - The inspection must meet industry standards, ensuring thoroughness and compliance. **Ideal Skills and Experience:** - **Technical Skills:** Experience in developing similar CRM systems; proficiency in database management and user interface design. - **Analytical Skills:** Strong attention to detail and ability to interpret inspection criteria to meet industry standards. - **Project Management:** Demonstrated ability to manage projects effectively, ensuring timely delivery and quality product. I believe this platform will revolutionize how we conduct ...
I'm seeking an expert who can utilize the Power BI API for the purpose of significant sales reporting. I require these reports to be generated from data found in a CRM system. Ideal Skills: - Proficiency in Power BI API - Extensive experience with CRM systems - Expertise in generating clear, concise sales reports Here's what the job entails: - Pull data from our CRM system - Use the Power Bi API to create and automate insightful sales reports - Ensure the accuracy and relevancy of all reported data to boost our strategic decision making. Your hard skills and experience will allow us to translate raw data into valuable insights that can aid in analyzing our sales performance.
...Create awareness/visibility about Oracle Fusion ERP cloud expertise amongst key decision makers & influencers in the target accounts **Required Strategies:** - Implement an Email Marketing campaign, leveraging a CRM tool like Hubspot for efficient tracking and engagement. - Execute Performance Marketing initiatives through LinkedIn Marketing and Google Ads to maximize reach. **Ideal Skills and Experience:** - Proven expertise in B2B digital marketing strategies, particularly within the Technology and IT sectors. - Strong background in email marketing, including experience with CRM tools (Hubspot preferred). - Proficient in Performance Marketing, with a focus on Linkedin Marketing and Google Ads. - Demonstrated ability to design and implement effective digital market...
...accounts. This feature is paramount for tracking user activities and offering customized services. - **Forums:** A dedicated space for user interaction, community building, and direct customer feedback. - **CRM Integration:** Seamless integration with Customer Relationship Management tools to bolster customer engagement and streamline business operations. - **Additional Features:** The inclusion of booking calendars and live chat support to further enrich the user experience. **Ideal Skills and Experience:** - Proficient in the latest web development technologies and frameworks. - Experience with CRM software and payment gateway integration. - Strong background in developing secure login mechanisms. - Familiarity with creating engaging, community-driven forums. - Excellen...
...comprehensive integration of Zoho CRM into my existing CRM platform. My ultimate aim is to have: - Seamless data synchronization: I require an expert who can ensure that my data is consistently updated between my current CRM system and Zoho CRM. - Real-time updates: The integration should be designed to accommodate instant updates. Bids from individuals with experience with push notifications and real-time update systems are particularly welcome. - Analytics and Reporting: To make the most out of Zoho CRM, I would like to incorporate its analytics and reporting features. If you're knowledgeable in CRM data analysis and report generation, your skills are required. To succeed in this project, previous experience with CRM integratio...
I'm in need of an expert proficient in 17 Hats, mostly to help with setting up projects with vacation rental owners. I would want to build some templates for small vacation rental business. specifically for customizing templates, offer instruction on use of 17hats crm. Some data entry / migration. - Experience in 17 Hats platform - Proven track of altering template functionality - Deep understanding of payment structures, CRM funcionality and limitations of 17 Hats - High attention to details Your role would be to setup general project templates for owners at timeshare properties in Colorado. Ideally you could identify potential areas of improvement, and implement changes to better align it with our business needs. If you possess the requisite skills and past ex...
I need a Salesforce expert to transfer 20,000 products, peicebooks and related products records into my Salesforce CRM (dev triql Load first, then also document the process so we are ready for prod data load) as soon as possible. Specific project requirements include: - Successful migration into my Salesforce CRM(dev trial) - Ensuring all relevant data points are correctly aligned and functioning- - document the migration process done in dev - once approved, migrate the data into prod. Ideal candidates for this project will have: - Extensive experience with Salesforce data migration of products and pricebooks. - Proven track record of successful data migrations - Superior attention to detail - Ability to work quickly and efficiently Please include examples of similar ...
I am in search of a highly skilled and adaptable Executive Virtual Assistant who can manage a variety of tasks across three different companies. My ideal candidate will be someone who can confidently handle task management, CRM updates, financial tracking, email correspondence, social media maneuvers, and amplify my personal brand presence. Here is a breakdown of what I expect: **Task Management:** - Must be proficient in Trello. Experience in managing multiple projects simultaneously and ensuring all tasks are completed on schedule. **Financial Tracking:** - Requires intermediate knowledge in financial management including bookkeeping and budgeting. Comfort with spreadsheets and financial software is essential. **Email and Social Media:** - Efficient in managing email correspond...
I'm seeking to create a copy-cat platform of tailored for the Romanian market. Our goal is to streamline the mov...will facilitate immediate lead generation for our service providers. **Ideal Skills and Experience:** - Proficiency in developing user-friendly websites - Experience in implementing online booking systems - Familiarity with creating quote calculators based on variable inputs - Knowledge in handling user data securely - Experience in integrating contact forms that efficiently generate leads into CRM systems In essence, we're looking for a dedicated freelancer who can bring this vision to life with a customer-centric approach, ensuring that our platform stands out in the Romanian market as a pinnacle of convenience and reliability in the moving industry.
I urgently need a skilled developer to fix a form validation issue on my WordPress website. The contact form is not properly validating fields, which is crucial for our operation. Our use of APIs, particularly for email services or CRM, does not directly involve Airtable for validation purposes. However, understanding of how these integrations might impact form behavior is necessary. **Key Requirements:** - **Expertise in WordPress:** Deep knowledge of WordPress architecture and plugins. - **Experience with Form Validation:** Proven track record of fixing form validation issues. - **API Integration Knowledge:** Especially understanding how external APIs could influence form operations. - **Immediate Availability:** Able to start working on the problem within the next 60 minutes. *...
...experience in Veeva CRM development to take on an important project aimed at migrating product data into our existing Veeva CRM system. The ideal candidate should have a strong background not only in Veeva CRM but also in handling and migrating complex datasets effectively. **Core Requirements:** - In-depth knowledge of Veeva CRM functionalities and architecture. - Proven track record of successful data migration projects, particularly with product data. - Ability to analyze and map existing data structures to the Veeva CRM model. - Strong problem-solving skills to address any potential migration challenges. - Excellent communication skills to work closely with our internal team and provide updates on project progress. **Skills and Experience:** - Ex...
...informing users that interaction is temporarily disabled. - **Removal Conditions:** The shield needs to deactivate automatically upon meeting a predefined condition—this condition will be specified further once the project begins. **Ideal Skills and Experience for the Job:** - Proficiency in JavaScript and Dynamics 365 development. - Experience with UI/UX design, especially within web resources in CRM systems. - Ability to work quickly and efficiently, with a keen eye for clean, user-friendly design. - Strong communication skills, to ensure the project meets specified needs and timelines. - Familiarity with creating conditional logic within web resources. I am willing to offer competitive compensation for immediate assistance, as this is a high-priority task that needs to...
I have a project that involves transforming data from an excel sheet into a colorful and eye-catching invoice template. The data includes customer information, product details, and the quantities and prices of each product. The ideal freelancer for this job would: - Have a knack for data manipulation in Microsoft Excel - Be skilled at designing attractive and organized templates - Possess knowledge on invoice structure and elements The end product should: - Utilize Microsoft Excel - Incorporate all the chosen data from the Excel sheet into the invoice - Reflect a colorful and eye-catching style. I welcome any freelancer with experience in data processing and professional document design to bid.
Basic Workspace setup CRM Folder setup -Lead/Deal Board setup -All required automation for email
I am searching for a seasoned Zoho expert who can integrate the Leads feature of Zoho CRM with Zoho Billing to automatically generate invoices for new leads on a particular stage. The project will entail: - Setting up a Zoho CRM Leads to Zoho Billing system integration - Integrating auto-invoicing feature for new leads once they reach specific stages in their journey The freelancer will need: - Proficiency in Zoho CRM, Zoho Billing, and related APIs - Experience in integrations between Zoho systems and automating workflows - A keen eye for detail to ensure the collected lead details trigger the invoicing correctly - Ability to test the implementation thoroughly and debug if required. Your main objective will be to streamline the process of invoicing for new lea...
...developer to seamlessly integrate several of my website's key forms with Bluwave CRM. My goal is to automate the flow of data from our website directly into our CRM system, ensuring a streamlined process and better management of customer interactions. **Forms to Integrate:** - Contact Form - Request a Quote Form - Product Enquiry Forms **Key Requirements:** - Experience with website to CRM integration. - Familiarity with Bluwave CRM or ability to quickly learn its API. - Knowledge in handling form data securely and efficiently. **Specific Tasks:** - Establish an automatic synchronization system for the selected forms with Bluwave CRM. - Ensure that all submissions are accurately captured and categorized in the CRM. - Test the integration...
...- Proven experience in cold calling and appointment setting. - Exceptional communication skills, with fluency in English. - Strong understanding of different industries to tailor conversations effectively. - Ability to handle objections and keep potential investors engaged. - Experience in dealing with high net-worth individuals is a plus. - Must be comfortable and proficient in using CRM software to track and manage calls and appointments. - **Responsibilities:** - Identifying and reaching out to accredited investors across all industries. - Scheduling appointments for presentations or further discussions. - Maintaining a high level of professionalism and brand representation throughout all communications. - **Project Goals:** - To effectively increase our ...
