Salesforce Sales Cloud, Service Cloud, and CPQ Support
Budget: $50 – $0 USD
Intellisense uses Sales Cloud, CPQ, and Service Cloud to manage customers and opportunities, create quotes, and manage service tickets for our customer support. We need a Salesforce expert to help us manage and maintain our ongoing needs within Salesforce and also complete some aspects of setup that are still not as we would like them. The work is a mix of several Salesforce applications and does include some Visualforce and Apex coding. This job would likely be 50 hours/month on an ongoing basis with more hours initially to complete some projects outlined below.
1. Salesforce CPQ – We have several CPQ configurators for quoting product options and occasionally add new products that require logic or validation rules.
2. Salesforce custom Asset objects – We maintain a database of hardware assets related to customers with the model number, serial number, warranty information, etc. We also have a separate subscription Asset that drives annual renewals of software and cellular data plans.
3. Service Cloud – This is relatively new, and only used to manage service cases. It uses a Web-to-Case form and a very basic case management workflow. This will need additional work to manage escalations to RMAs using Service Cloud.
4. We’d like to show sales forecasts through Salesforce using opportunities, orders, and quotas. Very little has been done on this project.
Intellisense is a high-tech, high-growth company in Los Angeles with about 30 active Salesforce users. We have integrated a few plug-ins, including Zenkraft Shipping, AvaTax, and Chargent, which are all working as they should and are stable. Internally, we can handle basic administrative aspects of Salesforce but need help with overall system architecture and technical implementation. We have been actively using Salesforce as our CRM for 4 years.
1. Salesforce CPQ – We have several CPQ configurators for quoting product options and occasionally add new products that require logic or validation rules.
2. Salesforce custom Asset objects – We maintain a database of hardware assets related to customers with the model number, serial number, warranty information, etc. We also have a separate subscription Asset that drives annual renewals of software and cellular data plans.
3. Service Cloud – This is relatively new, and only used to manage service cases. It uses a Web-to-Case form and a very basic case management workflow. This will need additional work to manage escalations to RMAs using Service Cloud.
4. We’d like to show sales forecasts through Salesforce using opportunities, orders, and quotas. Very little has been done on this project.
Intellisense is a high-tech, high-growth company in Los Angeles with about 30 active Salesforce users. We have integrated a few plug-ins, including Zenkraft Shipping, AvaTax, and Chargent, which are all working as they should and are stable. Internally, we can handle basic administrative aspects of Salesforce but need help with overall system architecture and technical implementation. We have been actively using Salesforce as our CRM for 4 years.