Salesforce Implementation for Sales Automation
Budget: $30 – $250 USD
I'm looking for a Salesforce expert to help implement Sales Cloud with a focus on automating our sales and marketing processes.
Key Responsibilities:
- Implement Salesforce's Sales Cloud to streamline our sales and marketing tasks
- Provide training and support during the transition from manual methods
Ideal Skills:
- Extensive experience with Salesforce, particularly Sales Cloud
- Expertise in sales process automation
- Excellent training and support skills
Please note, we are starting from scratch as we currently do not use any CRM or sales management tools. Your role will be pivotal in setting up our sales infrastructure.
Additional information:
Note: Key is this simple implementation is AI, Automation, simplicity and efficiency
1. Ability to set-up Permission
o Super admin
o Others
2. Structure Hierarchy
o Scenario
I. Multiple Brands/Companies
II. For I will have a Type
• Public or Private
III. For I will have multiple departments
IV. For III multiple contacts
3. Reporting/Dashboard for Leads, opportunity, campaigns and Labour resources
o Daily
o Weeks Monthly
o Automated/Dynamic
o Appropriate filters
o Based on AI
Based on key metrics
4. Campaigns
o Segments
o Build e-mails (series and single)
o Manage customer journeys
o Single and Multiple e-mails
o Do customer journeys
o Define KPIs
5. Outlook integration
6. Import data
o As a CSV (Sector – Public or Private, Industry – Digital marketing, Charity, etc, Company – XYZ, Department - abc, Contact (tel and e-mail), Company address, Region, Website, Phone . Note company main phone number and e-mail maybe different from that of a contact in a department
Key Responsibilities:
- Implement Salesforce's Sales Cloud to streamline our sales and marketing tasks
- Provide training and support during the transition from manual methods
Ideal Skills:
- Extensive experience with Salesforce, particularly Sales Cloud
- Expertise in sales process automation
- Excellent training and support skills
Please note, we are starting from scratch as we currently do not use any CRM or sales management tools. Your role will be pivotal in setting up our sales infrastructure.
Additional information:
Note: Key is this simple implementation is AI, Automation, simplicity and efficiency
1. Ability to set-up Permission
o Super admin
o Others
2. Structure Hierarchy
o Scenario
I. Multiple Brands/Companies
II. For I will have a Type
• Public or Private
III. For I will have multiple departments
IV. For III multiple contacts
3. Reporting/Dashboard for Leads, opportunity, campaigns and Labour resources
o Daily
o Weeks Monthly
o Automated/Dynamic
o Appropriate filters
o Based on AI
Based on key metrics
4. Campaigns
o Segments
o Build e-mails (series and single)
o Manage customer journeys
o Single and Multiple e-mails
o Do customer journeys
o Define KPIs
5. Outlook integration
6. Import data
o As a CSV (Sector – Public or Private, Industry – Digital marketing, Charity, etc, Company – XYZ, Department - abc, Contact (tel and e-mail), Company address, Region, Website, Phone . Note company main phone number and e-mail maybe different from that of a contact in a department