Salesforce implementation
Budget: $2 – $8 USD
I am a small-sized company looking to implement Salesforce for sales tracking and management. I am seeking a freelancer who can assist with the IMMEDIATE implementation of Salesforce within a month.
The draft of what we need to have developed can be seen in this Miro board https://miro.com/welcomeonboard/NlAyZmdvREt3WkhpWmN3Q1BBTlRISVhybndYVGZTQnZScmRsSERrN1YxRVFpYzRjR2hGSmp2NU5JM0dYd0hXY3wzNDU4NzY0NTY1Nzc5MDczMTE1fDI=?share_link_id=985120660375
Probable scope of work:
Service Cloud / Community Setup
Salesforce - Outlook/Gmail Integration
Service Cloud Setup
Leads / Opportunities / Accounts/ Cases Setup
Basic Salesforce Setup (Themes, Branding, Page layouts & Apps)
Roles, profiles & permissions setup
Reports & Dashboards
Setup Products
Community Setup (Customization, Flows, Permissions)
Build Workflows / Automations
Key requirements for the project include:
- Guide, coach and assist our lead dev in this salesforce project
- Setting up Salesforce to track and manage sales activities effectively
- Customizing Salesforce to align with our sales processes and workflows
- Integrating Salesforce with other systems, such as email, invoicing and customer support platforms
- Providing training and support to our team in using Salesforce efficiently
- Branding the salesforce experience
Ideal skills and experience for the job:
- Proven experience in Salesforce implementation and customization
- Strong knowledge of sales processes and best practices
- Familiarity with integrating Salesforce with other systems
- Excellent communication and training skills to ensure smooth adoption by our team
We have a tight timeline for this project and are looking for a freelancer who can deliver high-quality results within a month. If you have the skills and experience required, please submit your proposal outlining your approach and timeline for the implementation.
The draft of what we need to have developed can be seen in this Miro board https://miro.com/welcomeonboard/NlAyZmdvREt3WkhpWmN3Q1BBTlRISVhybndYVGZTQnZScmRsSERrN1YxRVFpYzRjR2hGSmp2NU5JM0dYd0hXY3wzNDU4NzY0NTY1Nzc5MDczMTE1fDI=?share_link_id=985120660375
Probable scope of work:
Service Cloud / Community Setup
Salesforce - Outlook/Gmail Integration
Service Cloud Setup
Leads / Opportunities / Accounts/ Cases Setup
Basic Salesforce Setup (Themes, Branding, Page layouts & Apps)
Roles, profiles & permissions setup
Reports & Dashboards
Setup Products
Community Setup (Customization, Flows, Permissions)
Build Workflows / Automations
Key requirements for the project include:
- Guide, coach and assist our lead dev in this salesforce project
- Setting up Salesforce to track and manage sales activities effectively
- Customizing Salesforce to align with our sales processes and workflows
- Integrating Salesforce with other systems, such as email, invoicing and customer support platforms
- Providing training and support to our team in using Salesforce efficiently
- Branding the salesforce experience
Ideal skills and experience for the job:
- Proven experience in Salesforce implementation and customization
- Strong knowledge of sales processes and best practices
- Familiarity with integrating Salesforce with other systems
- Excellent communication and training skills to ensure smooth adoption by our team
We have a tight timeline for this project and are looking for a freelancer who can deliver high-quality results within a month. If you have the skills and experience required, please submit your proposal outlining your approach and timeline for the implementation.