Salesforce Configuration for Sales and Project Updates
Budget: $250 – $750 USD
I'm looking for an experienced Salesforce professional to streamline my Salesforce dashboard.
Key Requirements:
- Configure Salesforce to provide a clear, concise, and easy-to-understand view of our sales, wins, and opportunities against our quotas. This should be viewable on a monthly basis, as well as Year-To-Date (YTD).
- Implement a system that allows our technical team to update project statuses directly in Salesforce once an opportunity is won. This system should vary based on the type of project.
The successful freelancer will ideally have:
- Extensive experience with Salesforce configurations
- A strong understanding of data visualization techniques
- Proven track record of working with similar requirements
Please include in your application:
- Examples of your past work
- Your relevant experience
- A detailed project proposal outlining how you plan to accomplish this task
I would like this project completed within a month.
Key Requirements:
- Configure Salesforce to provide a clear, concise, and easy-to-understand view of our sales, wins, and opportunities against our quotas. This should be viewable on a monthly basis, as well as Year-To-Date (YTD).
- Implement a system that allows our technical team to update project statuses directly in Salesforce once an opportunity is won. This system should vary based on the type of project.
The successful freelancer will ideally have:
- Extensive experience with Salesforce configurations
- A strong understanding of data visualization techniques
- Proven track record of working with similar requirements
Please include in your application:
- Examples of your past work
- Your relevant experience
- A detailed project proposal outlining how you plan to accomplish this task
I would like this project completed within a month.
Related categories:
Cloud Computing
Software Architecture
CRM
Salesforce.com
Salesforce App Development