Simple Salesforce Sales Cloud (Starter) Automation Implementation
Budget: $2 – $8 USD
I am looking for a skilled Salesforce developer to assist with a straightforward Sales Cloud implementation focused on sales automation.
Key Requirements:
- Implement primary sales automation features in Salesforce
- Ensure seamless integration and functionality within Sales Cloud
- Provide guidance and best practices for a new user
Ideal Candidate:
- Proven experience with Salesforce, particularly Sales Cloud
- Strong background in automating sales processes
- Excellent communication skills for guiding a new user
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 Requirements:
- Implement primary sales automation features in Salesforce
- Ensure seamless integration and functionality within Sales Cloud
- Provide guidance and best practices for a new user
Ideal Candidate:
- Proven experience with Salesforce, particularly Sales Cloud
- Strong background in automating sales processes
- Excellent communication skills for guiding a new user
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