Functional spreadsheet that can be user managed after creation
$250-750 USD
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게시됨 4년 이상 전
$250-750 USD
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I work in sales, for an insurance company, we have a functional mobile app that allows us to send copies of a group letter to affiliated individuals informing them that their benefits through the group that they're affiliated with are ready to be delivered. We have a company accessible digital platform which I'm looking to utilize without any of the source material, ie copy and paste data from my company website, none of which has encrypted are protected nor need it be, primarily basic customer information, provided by the customer to use it, more or less for a marketing campaign wherein I can eliminate people who've been contacted by matching the start data to missing data in future versions. So basically I want to be able to remove individuals that have been contacted whose service has
been completed from the master list, by a spreadsheet that has a search function that then returns the cells with the missing values and displays another spreadsheet with only the remaining individuals who have yet to be contacted. This needs to be reloadable on a monthly basis by the user (me). So that a whole new batch of customers can be systematically eliminated through their service period. The construction of the initial spreadsheet can't be that difficult because I have a rough idea of how to do it myself and I have very little computer science experience. But I want to use it in cooperation with a 3rd party website for text marketing to this client base.
The client base will rarely if ever exceed 1000 individuals. The only information I need to store on them is their name, their phone number, and the group thru which they are affiliated. Ideally their hometown or zip code would be another category.
overall I'm trying to increase efficiency for my sales team to prevent them from having to individually message these people, by using the group texting website to contact every member of a specific affiliation simultaneously to alert them when were servicing the area.
Hope this is the correct amount of information to provide.
Hi, I have gone through your project description and I can help you with the list that you want to actually filter out and use for your maketing campaign based on who has been contacted so far and who are yet to be contacted. I am a Microsoft Certified Excel professional. Please feel free to reach me on chat to discuss further. Thanks.
Hello there,
I am an Excel expert and I can create 1 excel template for you with VBA script inside so you can use its function with few simple click. That's not request lot of computer skill too.
If you need to share the file for lot of people, I recommend you use google sheets, it is shareable and easy like excel.
Please contact and tell me your opinion.
Thank you.
I can develop a user friendly excel based customer lead management system to store customer information, search details of customers who are yet to be contacted. Lets discuss this in detail in chat or over a call. Please find below a brief introduction of myself.
I am postgraduate with more than 6 years of experience in advanced excel based tools, CRM system, lead management system, VBA automation, google scripting and data processing. I have successfully completed similar projects, please have a look at my portfolio for details.
I have developed excel based automation tools for Ernst & Young also.
You can get your work done here with highest quality at lowest price.
Looking forward to work with you
Dear Client!
I have read your project carefully and I'm very interested in your project
I have rich experience that have developed android and iphone app and websites for 7 years.
I have already developed an application similar to this and I very familiar in technical side of your project.
I hope to build perfect project with you.
I will work on your side & on your timezone and will submit perfect result in a short time.
Please contact with me and let's discuss about this project together.
Your Success is my Success!
I am always looking for a long-term relationship based on trust and professionalism.
Thank you and Warm Regards.
Hi Good Day, please ping me on my chat so we can discuss the budget and deadline of the project. I have read your project description and i'm confident i can do this project for you perfectly. Thanks
WHY TO ME
Less Price with good quality and on time
I have 5+ years experience in Data analysis and Excel Automation
Fast Learning Ability's
My Goal to make my customers all time delightful
I'm a Director of Operations. Love creating efficiencies with excel templates, would enjoy helping you and your sales team out.
Relevant Skills and Experience
Excel proficiency and understand Sales needs
Hello, I have experience in creating functional spreadsheets for continued use.
I believe I can deliver a final product to you within 1 day, pending a brief initial discussion with you regarding the specific parameters. If my delivered product does not match your requirements, I will be willing to work with you to make the necessary adjustments. I look forward to working with you.