looking to buy sales force lic and i want to integrate the sales
Budget: $750 – $1,500 AUD
Project Title: Salesforce License Purchase and Integration
Budget: $1500 -$2000
Specific Salesforce Product: Yes, I know exactly what I want
Number of Users: 1
Description:
We want to purchase and integrate Salesforce licenses into our sales process. We have a budget of $15000 for this project.
Requirements:
- Purchase and set up Salesforce licenses
- Integrate Salesforce into our existing sales system
- Configure Salesforce to meet our specific needs and requirements
Ideal Skills and Experience:
- Experience in purchasing and setting up Salesforce licenses
- Expertise in integrating Salesforce with existing systems
- Knowledge of customizing Salesforce to meet specific business needs
- Strong communication and collaboration skills to work with our team and understand our requirements
description -
Configure Leads
Record types and Layouts
10 custom fields
Validation rules
Lead conversion mappings
5 list views.
Configure Accounts
Record types and Layouts
10 custom fields
Validation rules,
5 List views.
Configure Contacts
Record types and Layouts
10 custom fields
Validation rules
5 List views.
Configure Opportunities
5 sales process,
Record types and Layouts
20 custom fields
Validation rules
5 list views.
Configure Products
Record types and Layouts
10 custom fields
Validation rules
5 list views
onfigure Price Books
Record types and Layouts
10 custom fields
Validation rules
5 list views.
Automations and Reporting
3 Workflows for business processes automation.
Data import for Leads, Accounts, Contacts, Products with predefined CSV format.
Custom Dashboards
Up to 3 Custom Profiles and Roles
7 X 60min remote training session.
1. Sales
a. Lead Management and Qualification
b. Opportunity Management
c. Product and Price Management
c. Orders and Order Management
2. Service
a. Service Assignment
b. Service Management
3. Activities
Tasks
Notifications (Automated and Remainders)
Integrations - Email Integration, Website Integration.
docu sign as well
If you have the experience and skills required, please submit your proposal with details of your previous Salesforce integration projects and your approach to this specific project.
Budget: $1500 -$2000
Specific Salesforce Product: Yes, I know exactly what I want
Number of Users: 1
Description:
We want to purchase and integrate Salesforce licenses into our sales process. We have a budget of $15000 for this project.
Requirements:
- Purchase and set up Salesforce licenses
- Integrate Salesforce into our existing sales system
- Configure Salesforce to meet our specific needs and requirements
Ideal Skills and Experience:
- Experience in purchasing and setting up Salesforce licenses
- Expertise in integrating Salesforce with existing systems
- Knowledge of customizing Salesforce to meet specific business needs
- Strong communication and collaboration skills to work with our team and understand our requirements
description -
Configure Leads
Record types and Layouts
10 custom fields
Validation rules
Lead conversion mappings
5 list views.
Configure Accounts
Record types and Layouts
10 custom fields
Validation rules,
5 List views.
Configure Contacts
Record types and Layouts
10 custom fields
Validation rules
5 List views.
Configure Opportunities
5 sales process,
Record types and Layouts
20 custom fields
Validation rules
5 list views.
Configure Products
Record types and Layouts
10 custom fields
Validation rules
5 list views
onfigure Price Books
Record types and Layouts
10 custom fields
Validation rules
5 list views.
Automations and Reporting
3 Workflows for business processes automation.
Data import for Leads, Accounts, Contacts, Products with predefined CSV format.
Custom Dashboards
Up to 3 Custom Profiles and Roles
7 X 60min remote training session.
1. Sales
a. Lead Management and Qualification
b. Opportunity Management
c. Product and Price Management
c. Orders and Order Management
2. Service
a. Service Assignment
b. Service Management
3. Activities
Tasks
Notifications (Automated and Remainders)
Integrations - Email Integration, Website Integration.
docu sign as well
If you have the experience and skills required, please submit your proposal with details of your previous Salesforce integration projects and your approach to this specific project.