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Infusionsoft CRM data entry

Posted by Lyndon F.

Location

Remote

Due date
Monday, 21st Aug 2017
Details
Infusionsoft CRM data entry, we need to engage somebody to help us get the CRM operating properly, our data cleaned up so we can maximise the benefits of this automation.
Offers
Anna-maria M.
New!
No Completion rate

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Have used IS for one year. Also attended IS university where I learnt to build campaigns and use lead scores. Am flexible with time
1 year ago
Rachel B.
(4)
71%Completion rate

The percentage of accepted tasks this Tasker has completed.

Hi Lyndon, I would be more than happy to assist you with this task. I am experienced in using Infusionsoft and importing setting up the data files. Have also ran campaigns etc, mail outs etc etc. Look forward to hearing from you and finding out a bit more about the detail and what you need. Kind regards Rachel
1 year ago
Kylie M.
New!
No Completion rate

The percentage of accepted tasks this Tasker has completed.

Over the last 5 years I have built 3 CRMs and cleaned another 2. I understand the importance of data and attention to detail. Would love to do this task, new to Airtasker so no reviews as yet. Happy to negotiate on price to secure and get some reviews going
1 year ago
Fred E.
(41)
92%Completion rate

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Im happy to do this for you. I have spare time, computer and unlimited internet. Ready to start
1 year ago
Toni L.
(3)
No Completion rate

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I have significant experience with CRM and would be happy to help.
1 year ago
Gabrielle L.
New!
No Completion rate

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I have 5 yrs experience in data anyilis, accounts management, along with knowledge on customising in-house programs to benefit the best outcome for benefits of the company
1 year ago
Giriraj B.
New!
No Completion rate

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Almost 10 years of IT and Database experience and merging and sorting excels
1 year ago
Cassandra M.
(8)
88%Completion rate

The percentage of accepted tasks this Tasker has completed.

Hi Lyndon,

I have many years of experience with Infusionsoft and creating automated campaigns within the system.

Happy to work with you in creating a seamless experience.

Kind Regards,
Cassandra.
1 year ago
Harry K.
(38)
86%Completion rate

The percentage of accepted tasks this Tasker has completed.

Hi Lyndon,
for online data entry I am ready to help and get things moving.
Offer Negotiable based on volume involved
1 year ago
Jess B.
(1)
No Completion rate

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I have 7years experience as a secretary and customer service. More than happy to assist with this task. Can have it completed by Friday.
1 year ago
Crystal-lee L.
(20)
88%Completion rate

The percentage of accepted tasks this Tasker has completed.

Can do this, I have done this at work for our Nexus manager system.
1 year ago
Brianna M.
(17)
100%Completion rate

The percentage of accepted tasks this Tasker has completed.

Hi Lyndon! I would be happy to do this for you. With great experience as an EA and working in Marketing and Communications, I have helped put together numerous database systems and organised existing ones! Can definitely work within your given budget and timeline :) Brianna
1 year ago
Sarit K.
(325)
90%Completion rate

The percentage of accepted tasks this Tasker has completed.

Hi,

Happy to start immediately. Am a CRM/Database, Excel expert.

I specialise in multiple CRMS - WorkFlowMax,Hubspot,Teamworks,Infusionsoft,Base,Pipedrive,Salesforce,Zoho,Bitrix24

I can do for you:

0.CRM Integration
1.Database/CRM building
2.Database/CRM migration
3.Data Cleansing/Consolidation
4.Data Sorting
5.Custom field creation and mapping
6.API and APEX Integration if needed

I always go beyond client requirements feel free to check my reviews.

Data integrity is critical for me. I was recently nominated as top 3 Professional Services Airtasker of the Year.

Regards
1 year ago
Task Activity
7 comments about this Task
Comments are now closed
The key part being setting up Automations as then let the system do automated response campaigns which is where leads get converted to actual income.
Hi Lyndon,

The first step is to determine your requirements what are you looking to use the CRM for.

Then next step is get all your data onto a CSV

Then we map your data on the CRM and ensure it is tagged properly after which you can run reports

Then I can train you on the Campaigns side

Regards
Hi Lyndon,

Just following up on the task

Regards
I would like to offer my help free of charge for the first 1hrs. As a trial. if not satisfied you can choose to terminate or continue with my skills
Hi Lyndon , Good day !!

Would be glad to be a part of u r initiative.
Having almost 10 years of IT experience extensively on database and excel.

Looking forwardfor your hopeful reply.

Many Thanks
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