Salesforce Administrator With Expertise in Salesforce required urgently
Budget: $25 – $50 USD
Salesforce Administrators work with stakeholders (Sales, Marketing, Customer Success) to define system requirements, customize the SFDC platform, and ensure seamless integration with Hubspot, Slack, Bombora, and Seamless.ai.
Specific areas of focus include:
- Building out task types to mirror SI’s sales steps (i.e., discovery, demo, etc.) and ensure mapping is updated to Hubspot.
- Help to define a methodology for importing customers and contacts or lead records from Seamless.ai to SFDC based on best data practices.
- Remove the current sales process in the sales opportunity module and update SI’s new sales steps, including implementing the guided selling aspect of Salesforce Lightning.
- Ensure there is no disruption to the current in-flight sales opportunities.
- Ensure that lead record type represents the correct fields and workflows to move MQL leads from Hubspot seamlessly into SFDC as SQL / Sales Opportunity and be able to track the lifecycle of leads to measure the marketing attribution to current sales funnel and closed business.
- Assess the quality of current Salesforce data (looking for duplication, missing fields) and make a recommendation for managing data quality moving forward. You will need to scope clean-up efforts for a future phase project.
- Review current prospect, customer, contact, lead record types, remove unnecessary fields and workflows, and add new ones as determined by the business.
- Import records from a recent TPP acquisition (a small number of records) into the updated SFDC system.
- Ensure required fields and workflows are are set up correctly for integration into our accounting system, Consera.
Specific areas of focus include:
- Building out task types to mirror SI’s sales steps (i.e., discovery, demo, etc.) and ensure mapping is updated to Hubspot.
- Help to define a methodology for importing customers and contacts or lead records from Seamless.ai to SFDC based on best data practices.
- Remove the current sales process in the sales opportunity module and update SI’s new sales steps, including implementing the guided selling aspect of Salesforce Lightning.
- Ensure there is no disruption to the current in-flight sales opportunities.
- Ensure that lead record type represents the correct fields and workflows to move MQL leads from Hubspot seamlessly into SFDC as SQL / Sales Opportunity and be able to track the lifecycle of leads to measure the marketing attribution to current sales funnel and closed business.
- Assess the quality of current Salesforce data (looking for duplication, missing fields) and make a recommendation for managing data quality moving forward. You will need to scope clean-up efforts for a future phase project.
- Review current prospect, customer, contact, lead record types, remove unnecessary fields and workflows, and add new ones as determined by the business.
- Import records from a recent TPP acquisition (a small number of records) into the updated SFDC system.
- Ensure required fields and workflows are are set up correctly for integration into our accounting system, Consera.
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ASP.NET