Xero salesforcelavori
...lavoro precedente simile tramite una demo personalizzata. Informazioni aggiuntive: * Budget: Perdere il via al progetto €. 1.000 poi pianificazione di sviluppo su base mensile. * Scadenza: Vorrei far partire il lavoro a Aprile. * Lingua: Preferibilmente Italiano * Modalità di contatto: Quelle consentite da Freelancer Siamo particolarmente interessati a CRM diffusi come Bitrix24, Hubspot e Salesforce, ma siamo aperti ad altre soluzioni altrettanto affidabili. Tuttavia, è fondamentale che il candidato possa fornire una demo di un lavoro già completato e personalizzato. Se sei un esperto nello sviluppo di CRM e hai dimostrato esperienza in questo campo, ti invitiamo a presentare la tua candidatura per discutere ulteriormente i dettagli del proge...
ACUS SPA, società operante nel mondo IT e nel settore delle UTILITIES, sta ricercando un freelance disponibile da subito per seguire come PM un progetto di consulenza di migrazione verso CRM salesforce. Indispensabili la conoscenza delle utilities (processi di vendita: metering, billing, credito) e la conoscenza di salesforce. Richiesta ottima conoscenza della lingua italiana. Sede del Cliente: LECCO (IT)
...delle attività di vendita con la strategia di marketing dell'agenzia. Requisiti: Esperienza comprovata nella ricerca di nuovi clienti e nella gestione dei processi di vendita. Eccellenti capacità di comunicazione e di scrittura. Conoscenza avanzata dei canali di vendita e di prospecting, in particolare email e social media (dm). Conoscenza di base dei principali strumenti di CRM, come HubSpot o Salesforce. Capacità di lavorare in un ambiente collaborativo, in cui è richiesta una grande flessibilità e capacità di adattamento. Se sei un Assistente Virtuale con un'esperienza comprovata nella ricerca di nuovi clienti e nella gestione dei processi di vendita, invia la tua lettera di presentazione. Indica le tue esperienze passate n...
Ricerchiamo un consulente con almeno 3 anni di esperienza in sviluppo Salesforce per un progetto di almeno 3 mesi. Possibilità di lavorare completamente da remoto. Requisiti vincolante: LINGUA ITALIANA Ricerchiamo uno sviluppatore Salesforce da remoto, che sarà coinvolto nella governance in progetti in ambito CRM Salesforce, verificandone la fattibilità e seguendone lo sviluppo in tutte le fasi di delivery. Attività principali: raccolta dei requisiti presso il cliente, analisi funzionale e d’impatto sui sistemi CRM; disegno della soluzione e pianificazione delle attività progettuali; realizzazione di test, UAT e rilasci.
Cerchiamo un Salesforce administrator per: - fornire supporto a 500+ utenti - fornire training - aggiornare il manuale utente - scrivere e distribuire release notes - configurare (point&click) il sistema, rispettando il processo di rilascio (scratchOrg>UAT>Production) - creare report e dashboard su richiesta Tutte le attività sono relative a Sales Cloud e Salesforce Communities. E' richiesta una buona conoscenza dell'inglese. Richiediamo una disponibilità di almeno 3 giorni alla settimana, durante gli orari di ufficio (no week end).
Si ricerca Esperto CRM Salesforce Lightning per aiuto nella customizzazione dei moduli Sales e Services. Non si richiedono capacita di programmazione in Apex e Rest Api (comunque gradita se presente) ma è importante un ottima conoscenza del prodotto e capacità di personalizzare in maniera professionale i moduli e assistere nelle attività di ADMIN sul prodotto. Possibilità di progetto lungo per introdurre il CRM in azienda.
Cerchiamo sviluppatore/Tecnico SalesForce per creazione Dashboard, settaggio Customer Journey, Sviluppo App
INTERFACCIA SALESFORCE PER INSERIMENTO CAMPIONATURA (SAMPLE), DA TRASFERIRE POI IN GESTIONALE CLIENT. LO SVILUPPATORE DOVRà AFFIANCARE UN NOSTRO PROGRAMMATORE DURANTE LO SVILUPPO
Necessitiamo di configurare correttamente il CRM Salesforce con due licenze Enterprise e 10 licenze "minori" per i nostri agenti. Occorre far un settaggio iniziale descritto in allegato ed alcune implementazioni utilizzando i plug-in già disponibili sul mercato, sempre in riferimento all'allegato.
interessati a soli collabratori Italia. sviluppo della piattaforma salesforce ed in particolare: 1) storage: analisi dello stato e pulizia per ridurre lo spazio utilizzato. Abilitazione e configurazione del content CRM 2) acquisizione automatica dei lead da fonti esterne e gestione prospect e nuovi campi. Nuova gestione dei duplicati. 3) account/contatti/prodotti/ listino/preventivi/ordini 4) sistema automatizzato di conversione dei preventivi e integrazione dei pagamenti con paypal 5) dashboard e reports
avevo necessità di una consulenza per personalizzare salesforce "Lightning Professional". Trovare un app per l'importazione dei dati / persone da LinkedIn e un app (Applicant Tracking System) la gestione dei processi di selezione del personale (noi siamo una piccola società di recruiting / headhunter). Vogliamo una consulenza per scegliere le app e per installarle. Le app verranno acquistate da noi e pagheremo al freelancer la consulenza (per la ricerca e installazione)
Cercavo programmatore in grado di implementare e personalizzare un CRM per il mio studio basato su SuiteCRM oppure SugarCRM Posso valutare un professionista che conosce anche salesforce
buongiorno sto cercando un programmatore che abbia conosenza di wordpress woocommerce e salesforce per sviluppare un sito internet con accesso privato per la vendita di servizi turistici a Parigi(guide turistiche,servizi transfert e biglietteria). la necessità primaria é quella di realizzare una conessione fra woocommerce e salesforce.
Stiamo ricercando un programmatore che ci aiuti a sviluppare un programma di cui l'ossatura è già presente. Dobbiamo far si che il nostro crm(salesforce, uno dei più famosi al mondo) ed un altro applicativo di callcenter(online) fornito già di webservices "parlino" tra loro, con lettura/scrittura reciproca di dati. Già sappiamo utilizzare in lettura e scrittura il nostro crm con vb6, mentre il callcenter ha dei websevices per vbnet di conseguenza il nuovo programma andrà fatto tutto in vb net. Il nostro crm è provvisto di guide tipo questa accessibile a chiunque "" mentre per il webservices abbiamo un pdf con una semplice guida che può anche non essere visionata visto che riusciamo a lavorare nella m...
Stiamo ricercando un programmatore che ci aiuti a sviluppare un programma di cui l'ossatura è già presente. Dobbiamo far si che il nostro crm(salesforce, uno dei più famosi al mondo) ed un altro applicativo di callcenter(online) fornito già di webservices "parlino" tra loro, con lettura/scrittura reciproca di dati. Già sappiamo utilizzare in lettura e scrittura il nostro crm con vb6, mentre il callcenter ha dei websevices per vbnet di conseguenza il nuovo programma andrà fatto tutto in vb net. Il nostro crm è provvisto di guide tipo questa accessibile a chiunque "" mentre per il webservices abbiamo un pdf con una semplice guida che può anche non essere visionata visto che riusciamo a lavorare nella m...
I need a detail-oriented professional to help with my bookkeeping and prepare financial statements using Excel. Key Responsibilities: - Regularly update my Excel spreadsheets with day-to-day transactions - Prepare monthly financial statements for my business Ideal Skills & Experience: - Strong Excel skills, including advanced functions and formulas - Experience in ...Experience: - Strong Excel skills, including advanced functions and formulas - Experience in bookkeeping and financial statement preparation - Attention to detail and a good understanding of accounting principles Please note: - The role is likely to require around 10 hours of work per month - I may consider transitioning to a more robust accounting software in the future, so experience with QuickBooks or Xero wo...
...real-time using Python and Salesforce. This task will require: - Tracking and visualizing loan applications, sales revenue (interest income), and franchise performance among other metrics. - Representation of fintech franchise lender-related metrics such as concentration by brand, average loan amount across our portfolio, target brands, US state-wise brand distribution in our franchise portfolio. - Highlighting lead conversion rates and time intervals from application to funding and status updates on total applications, approvals, declines, and those pending. - Displaying data in the form of bar charts, line graphs, and pie charts for a comprehensive understanding and clean aesthetic, or as suggested. The perfect candidate will have experience in Python and Salesforce, ...
I'm looking for an expert who can streamline our payment matching process by integrating Xero with our Procurement system. Key Requirements: - **Manual Matching Override Capability**: The ability to manually match transactions is crucial as it allows us to handle exceptions and discrepancies effectively. Current Discrepancy Handling: - Discrepancies between the systems are currently addressed via manual review and adjustment. The integration should help minimize these instances and make the process more efficient. Ideal Skills and Experience: - Experience in integrating Xero with Procurement systems is a plus. - A good understanding of financial processes and payment matching. - Ability to develop a system that allows for manual override matching. - Proven track...
I am in need of a skilled Salesforce Developer who is proficient in the development of Lightning Web Components (LWC) and can assist in the creation of custom pages for my Salesforce instance. Key Points: - The primary task is to create custom pages that are responsive and user-friendly. - Your expertise in Salesforce LWC is paramount. Please ensure you have demonstrable experience in this area. - The development of the pages should be done with scalability in mind, ensuring they can grow with the needs of the business. Additionally, I require ongoing support for this project: - This includes regular maintenance and updates to the custom pages. - A proactive approach to identifying and rectifying potential issues is highly valued. - You should be available for consu...
I'm in need of a seasoned developer with experience ...management feature to accurately store information. - Utilize the email marketing feature effectively for targeted campaigns. - Ensure the lead generation feature is robust and functional. In addition, the software should be compatible with key platforms and integrations like Salesforce, WordPress, and Shopify. Ideal candidates should have: - A profound understanding of Hubspot software. - Demonstrable experience in developing similar features. - A knack for integrating software with various platforms, particularly Salesforce, WordPress, and Shopify. I'm looking for a developer who can not only deliver on the technical aspects of the project but also provide insights on how to maximize the efficiency and eff...
I need a professional to set up the WooCommerce Zapier plugin for me. The tasks include: - Configuring plugin settings - Creating Zapier workflows for automated tasks - Mapping data between Woocommerce and other apps - Ensuring customer details rema...Woocommerce and other apps - Ensuring customer details remain in the database on my site In addition, I require assistance in transferring the WooCommerce account ownership on my site to a new WooCommerce account. Ideal Skills: - Proficient in Woocommerce and the Zapier plugin - Experience in setting up automation workflows - Familiarity with CRM and email marketing platforms such as HubSpot CRM, Salesforce, and Mailchimp - Skilled in account management and data migration Please bid if you're confident in completing these tas...
I would like to design standard operating procedure (rules of lead engagement) based on large medium and enterprise segments- 1) how should sales consume the leads once a lead is assigned to the sales reps. 2) Define the stage movement timeline from one stage to another in salesforce based on which stage the lead is in. 3) How long to wait to send a follow up email /call after the two way connection has been established. 4) Reason to close or recycle the lead 5) Activities logged in salesforce. etc.
I need a Zendesk expert who can set up our existing Salesforce system to work in perfect harmony with Zendesk, ensuring that all customer service tools and features operate seamlessly for our insurance agency. Key Requirements: - I already have a Salesforce system in place. Your task will be to fully integrate Zendesk's features for customer service in this system. - I require an advanced level of customization for the Zendesk integration. This includes setting up comprehensive features like analytics and reporting. - The integration should cover specific Salesforce features like: - Customer data and records - Case management - Utilization of Zendesk's AI Your past experience with a similar project, particularly in the insurance industry, is essentia...
I'm in search of a highly skilled Service Now API developer to help me integrate my Service Now platform with external APIs. Key Responsibilities: - Integrate Service Now with selected external APIs - Salesforce, Jira, and Slack - Ensure seamless data flow between the service management system and the external platforms - Develop robust communication and error handling protocols between Service Now and the external APIs The ideal candidate for this project should be well-versed in Service Now API and have a solid track record in integrating with external APIs. Experience with Salesforce, Jira, and Slack APIs is a definite plus. Strong communication and problem-solving skills will be essential for this project.
I am keen on integrating customer data between my current ERP system, Orderwise, and Salesforce. This integration aims to effectively manage and synchronize customer data, ensuring data consistency across all platforms. Key Responsibilities: - Establish a reliable integration process that will ensure all customer data in Orderwise is reflected in Salesforce, and vice versa. - Provide real-time synchronization operations to ensure accurate, up-to-date information. - Ability to handle large amounts of data without compromising the system. Ideal Skills and Experience: - Proven experience in integrating ERP systems with Salesforce. - Familiarity with Orderwise systems. - Proficient in customer data management. - Ability to solve complex integration issues. - Effective...
...identify discrepancies or errors - Assist with financial audits and provide necessary documentation and support - Utilize accounting software (such as Sage, Xero, QuickBooks) to record and track financial transactions - Assist in the preparation of budgets and forecasts Qualifications: - Bachelor's degree in Accounting or related field mandatory - Chartered Professional Accountant designation an asset - Proven experience as a Canadian Staff Accountant or similar role - Experience in public practice an asset - Strong knowledge of Canadian tax principles and practices - Proficiency in using accounting software (TaxCycle, Netfile, QuickBooks, Xero) - Excellent attention to detail and accuracy in data entry and analysis - Strong analytical and problem-solving skills - A...
...should gather all meeting details, including the agenda and action items, and pass this information to an API endpoint in Salesforce. Subsequently, this data will be utilized to automatically create a corresponding meeting record in our Salesforce application. Our team includes Salesforce developers who will handle any necessary integration with Salesforce. Therefore, the focus of this project is solely on the development of the Outlook add-in. The add-in's responsibility will be to capture meeting details, including agenda and action items, and pass them to an API endpoint. The Salesforce team will handle the rest, including data processing and integration with our Salesforce application. For further clarification we are looking for simi...
I'm in need of a meticulous data verification expert who can help me with ensuring accuracy, updating outdated information, and...addresses, and Job title. - Ensuring all data entries are up-to-date and accurate. - Removing any duplicates found within the dataset. The dataset consists of more than 5000 entries, so I'm looking for a professional who is not only detail-oriented but also able to handle a large volume of data efficiently. Ideal Skills and Experience: - Extensive experience in data verification specifically salesforce. - Proficient in using data verification tools and software. - Strong attention to detail. - Time-management skills to handle a large dataset effectively. If you're confident in your ability to handle this task promptly and accurately, I...
I'm in search of a skilled accountant who can help me with weekly bookkeeping tasks for my business. Key Responsibilities: - Manage bookkeeping on a weekly basis - Transition process from MYOB to Xero Ideal Skills and Experience: - Strong bookkeeping skills - Proven experience with MYOB and Xero - Understanding of small business accounting needs A high attention to detail and reliability are critical for this role. I'm looking forward to building a productive working relationship.
Need a strong proficient administrator in Netsuite with 4+ years expertise who knows how to create Restlets, Suitelets, Suitescript, Mapped Reduce Scripts, Schedule scripts and understands Order to Cash, Item management, integrations and who can handle a range of daily tasks focused primarily on customization and configuration. Ongoing job...plus expertise in scripting and automation. User support and training skills will be an advantage. Ratings must be proof of past netsuite work or other platforms that show proof of past Netsuite work. Don't care about development expertise outside of Netsuite or within other systems...this job is specific to Netsuite only...only apply if you have direct Netsuite expertise and integrations like Salesforce, Google etx. up to 40h a week for r...
As a business utilizing Salesforce, I am seeking admins and developers with deep understanding of the platform to craft insightful blogs focusing on: - Salesforce Administration - Salesforce Development This is not general content writing project instead need content creators who have base understanding of platform. The key requirements are as follows: - Deliver around 10 - 15 blogs per week - Each blog should contain approximately 1000 words with pictures and target keywords provided by me on the topic - Emphasize practical use-cases, tips and tricks, and best practices within Salesforce administration and development Each write-up should be affordably digestible, ideally geared towards a mid-level audience with a desire to improve their Salesforce...
I'm in need of a skilled bookkeeper who's proficient in Xero. The ideal candidate will have experience handling a variety of tasks, including: - Invoicing and payments - Expense tracking - Payroll processing I have 2 bank accounts that require reconciliation. The perfect freelancer for this job will have a comprehensive understanding of accounting principles and be able to manage bookkeeping tasks with precision and attention to detail. Please highlight your experience with Xero in your proposal.
As a business operating in Brussels, I need to hire a skilled IT technician to handle a range of tasks and challenges. The ideal candidate should...maintenance: This includes initial network setup and ongoing maintenance and troubleshooting to ensure our systems are secure and running efficiently. Your communication skills are key, as you will be expected to provide progress updates and discuss any issues through email and online messaging/chat platforms. Familiarity with Microsoft Office Suite is a must. Any additional experience with Salesforce or SAP would be an advantage. This is a great opportunity for an experienced IT professional who thrives in a fast-paced environment and enjoys problem-solving. Your expertise will be crucial in keeping our day-to-day operations running...
I'm seeking an expert for a data migration endeavor from Salesforce Classic to Lightening Starter. This project involves: - Moving over 12,000 Accounts and Opportunties - Several custom fields need to be replicated in Opportunties - Total of three users - Migrate Notes, Reports, and Attachments This process demands careful handling of data to ensure smooth transition with no data loss. The data currently exists in the Salesforce Classic version. Experience with Salesforce Classic and the newer Lightning Starter version is necessary. Perks for the job: - Salesforce certification or proven experience in Salesforce data migration - Familiarity with data sets (10,000+ records) - Ability to mitigate risks involved in data migration and ensure f...
In moving forward with my business, my knowledge on Xero accounting software is at an intermediate level. I'm open to learning from a professional who can help me elevate my understanding particularly in Invoice Management. This one-on-one training session should cover best practices, tips, and crucial functions for efficient use of the Invoice Management feature in Xero. I'm looking to deepen my understanding of how to operate this system effectively, in order to streamline my operations and financial reporting. Freelancers interested in bidding for this project should have: - Extensive experience with the Xero Accounting Software - Proven expertise in training others to use the Invoice Management function - Strong communication skills, with an ability to ...
...Netsuite/Celigo connectivity to/from Salesforce. Must be 4+ years Netsuite TechnoFunctional with strong developer expertise and hands on design, development, deployment and maintenance of integration processes between applications across cloud and/or on premise using Celigo platform (Cloud Integration, Application Integration and Enterprise web services APIs in a remote or in-person capacity as requested by the client, including but not limited to video or onsite interaction - Strong with O2C, R2R, P2P, Inventory Management, AP/AR, GL and other Netsuite areas + - Excellent with building workflows and scripting - Managing, Monitoring, Sustaining, Troubleshooting and supporting existing integrations, SOA Architecture and Celigo platform with Salesforce with client stakeho...
Looking for a very sharp and proficient Netsuite AP/AR administrator to assist with specific tasks including: - Invoice processing - Vendor management - Payment reconciliation The ideal freelancer would also assist with OneWorld and Chart of Accounts (CoA) configuration such as: - Participate in finance meetings and support - Setting up subsidiaries - Defining account...Understand how to create custom fields, forms and workflows Daily support up to 30h weekly. Expertise with Netsuite's OneWorld and understanding of international finance handling will be critical for this job. Netsuite certified would be a plus but not necessary as long as you have solid expertise. Job starts asap supporting several customers. Integrations would be helpful if you're strong with Salesf...
I'm seeking a skilled Salesforce Experience Cloud developer with a strong background in CSS and front-end design. The project involves modifying the CSS of my Salesforce Experience Cloud front end to achieve specific design changes. Key Deliverables: - Correct formatting issues with existing form application - Ensure that mobile responsiveness works for all supported devices Ideal Skills: - Proficiency in Salesforce Experience Cloud development. - In-depth understanding of CSS and front-end design principles. - Proven experience in implementing responsive design. - Strong communication skills and ability to meet deadlines. If you have a track record of successful front-end development on Salesforce Experience Cloud, I'd like to hear from you. Pleas...
...with various third-party applications and systems, along with a flexible schedule to accommodate part-time work hours. The ideal candidate will possess a strong background in QuickBooks Desktop integration, with proficient coding skills in C#, experience in working with Salesforce, XML, and AWS. This role requires approximately 10-15 hours of commitment per month. Key Requirements: Proven experience in integrating QuickBooks Desktop with various platforms. Strong programming skills in C#. Experience in working with Salesforce. Proficient in XML for data manipulation and integration. Familiarity with Amazon Web Services (AWS) environment. Ability to work independently and manage time effectively. Comfortable to committing 15-20 hours in a month This part-time QuickBoo...
I need a skilled writer to craft a comprehensive proof statement for a Sales Representative interview. This proof statement should highlight and detail key skills and qualifications, including: - Excellent customer service skills - Extensive product knowledge - Excellent persuasion and negotiation skills - Experience with Salesforce, Five9, Platinum, and Tableau - A proven team player, with strong impact before, during and after teamwork - History of increasing revenue and breaking company-wide records throughout 2023 - Technical knowledge and troubleshooting expertise - Handling escalations, including Code Reds, and arbitration - Experience with interviewing, new hire training, conducting high-impact 1-1s - Managed multiple successful teams - Has supported at least nine superviso...
I'm looking for a skilled bookkeeper to audit my books in Xero for a 50-unit apartment complex. The main goal of this audit is to identify discrepancies in my financial records. Key Tasks: - Review financial records in Xero - Provide a summary of key financials - Identify any discrepancies or irregularities Ideal Candidate: - Proficiency in using Xero and conducting audits - Strong attention to detail - Previous experience in property management accounting would be a plus
I'm looking for someone with exceptional attention to detail and great communication skills to help me with my data entry tasks. Key Responsibilities: - Accurate Data Entry in Xero, Office365, Urbanise, One Link, NASAPP - Invoicing - Debtors & Creditors Management Ideal Skills: - Proficiency in Xero, Office365 and other accounting software - Excellent attention to detail - Communication skills - Ability to learn and work on multiple platforms - High data accuracy (99%+) The ideal candidate would be someone who is not only experienced in data entry but also has a commitment to high accuracy and is able to work across multiple platforms.
I need help with Salesforce integration. Key Points: - I'm looking for a skilled developer who can help me integrate Salesforce with my existing systems. - I want the integration to be seamless, efficient and user-friendly. - The successful freelancer should have a deep understanding of Salesforce and integration processes. - I may also require the developer to provide guidance and recommendations on best practices for integration. Ideal Skills: - Proven experience in Salesforce integration - Strong understanding of Salesforce platform - Experience in recommending best practices - Good communication skills
...with integration development. The main goal of this project is to enhance IT service management (ITSM). We aim to integrate ServiceNow with a variety of systems and applications, specifically Salesforce, JIRA, and Zendesk. This would ideally involve configuring the incident management, change management, and service catalog features of ServiceNow. Key requirements will include: - Strong working understanding of ServiceNow, especially in the areas of incident management, change management, and service catalog - Proven experience in integration development with ServiceNow - Familiarity with Salesforce, JIRA, and Zendesk integration - Ability to work towards the primary goal of improving IT service management effectively Experience in all the above areas will be essential ...
I'm seeking an experienced Salesforce developer to assist me in completing the Lightning Experience Reports & Dashboards specialist Superbadge. My progress on this badge is at a standstill, as I've not started it yet. Key Requirements: - Proficiency in Salesforce Development: You should have a solid understanding of Salesforce's development environment and best practices. - Superbadge Completion: Prior experience with completing Salesforce Superbadges, particularly the Lightning Experience Reports & Dashboards Specialist, will be highly beneficial. - Custom Fields & Objects: You will need to help me implement custom fields and objects in the Lightning Experience for this Superbadge. - Specific Data Insights: As per my requirements, I need ...
