Salesforce Sales Process Optimization
Budget: ₹750 – ₹1,250 INR
Our Agent Force team relies on Salesforce Sales Cloud, yet the current setup slows us down. I want the entire sales process tightened up—from the first captured lead to the closed deal—so reps spend less time clicking around and more time selling.
Primary goal
Improve the sales process across three core areas: lead management, pipeline management, and accurate sales forecasting.
Lead management requirements
• Score and grade incoming leads automatically so reps know where to focus first.
• Route each lead to the right owner in real time through automated assignment rules or Flow.
• Surface actionable analytics on lead source performance, conversion rates, and ageing.
Pipeline & forecasting
The opportunity stages, probabilities, and dashboards must be re-aligned so managers can trust the forecast at every level. Clean, Lightning-ready reports and visual dashboards should show pipeline health, deal velocity, and representative performance without manual exporting.
Deliverables
1. Configuration or customisation of objects, fields, assignment rules, and validation rules that support scoring, grading, and automatic routing.
2. Lightning dashboards and reports for lead analytics, pipeline visibility, and roll-up forecasts.
3. Documentation of the new process plus a short hand-off session (recorded) so my in-house admin can maintain everything.
Acceptance criteria
• A test lead moves through the new scoring, assignment, and tracking flow without manual intervention.
• Pipeline dashboards refresh instantly and match sample data provided.
• Forecast report accuracy is within 5 % of the sample dataset.
I’ll provide sandbox access and current field mappings on kickoff. Looking forward to seeing a streamlined, insight-driven Salesforce that lets my reps close faster.
Primary goal
Improve the sales process across three core areas: lead management, pipeline management, and accurate sales forecasting.
Lead management requirements
• Score and grade incoming leads automatically so reps know where to focus first.
• Route each lead to the right owner in real time through automated assignment rules or Flow.
• Surface actionable analytics on lead source performance, conversion rates, and ageing.
Pipeline & forecasting
The opportunity stages, probabilities, and dashboards must be re-aligned so managers can trust the forecast at every level. Clean, Lightning-ready reports and visual dashboards should show pipeline health, deal velocity, and representative performance without manual exporting.
Deliverables
1. Configuration or customisation of objects, fields, assignment rules, and validation rules that support scoring, grading, and automatic routing.
2. Lightning dashboards and reports for lead analytics, pipeline visibility, and roll-up forecasts.
3. Documentation of the new process plus a short hand-off session (recorded) so my in-house admin can maintain everything.
Acceptance criteria
• A test lead moves through the new scoring, assignment, and tracking flow without manual intervention.
• Pipeline dashboards refresh instantly and match sample data provided.
• Forecast report accuracy is within 5 % of the sample dataset.
I’ll provide sandbox access and current field mappings on kickoff. Looking forward to seeing a streamlined, insight-driven Salesforce that lets my reps close faster.