Salesforce.com
What is a Salesforce expert?
Salesforce experts are customer relationship management (CRM) professionals who are highly proficient at using Salesforce to optimize marketing, sales, commerce, service, and IT. Salesforce is a CRM platform with a suite of connected apps designed to help businesses deliver exceptional customer experiences.
How do you hire a Salesforce expert?
You can source Salesforce experts on Upwork by following these three steps:
- Write a project description. You’ll want to determine your scope of work and the skills and requirements you are looking for in a Salesforce expert.
- Post it on Upwork. Once you’ve written a project description, post it to Upwork. Simply follow the prompts to help you input the information you collected to scope out your project.
- Shortlist and interview Salesforce experts. Once the proposals start coming in, create a shortlist of the professionals you want to interview.
Of these three steps, your project description is where you will determine your scope of work and the specific type of Salesforce expert you need to complete your project.
How much does it cost to hire a Salesforce expert?
Rates can vary due to many factors, including expertise and experience, location, and market conditions.
- An experienced Salesforce expert may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
- A contractor who is still in the process of building a client base may price their Salesforce services more competitively.
Rates typically charged by Salesforce experts on Upwork are:
- Beginner: $30 per hour
- Intermediate: $51 per hour
- Advanced: $150 per hour
Which one is right for you will depend on the specifics of your project.
How do you write a Salesforce expert job post?
Your job post is your chance to describe your project scope, budget, and talent needs. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.
Job post title
Create a simple title that describes exactly what you’re looking for. The idea is to target the keywords that your ideal candidate is likely to type into a job search bar to find your project. Here are some sample Salesforce expert job post titles:
- Need a Salesforce expert to built reports inside the platform for dashboards
- Looking for a Salesforce expert for integration and systems design
- Nonprofit seeking a Salesforce expert to enhance our database
Project description
An effective Salesforce expert job post should include:
- Scope of work: From automation to reporting, list all the deliverables you’ll need.
- Project length: Your job post should indicate whether this is a smaller or larger project.
- Background: If you prefer experience with certain industries, software, or customer experience roles, mention this here.
- Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.
Salesforce expert job responsibilities
Here are some examples of Salesforce expert job responsibilities:
- Implement or improve Salesforce utilization for CRM
- Meet with business leaders and IT to discuss goals and potential paths to success
- Review business data and make relevant recommendations and cost estimates
- Train team members to use Salesforce
Salesforce expert job requirements and qualifications
Be sure to include any requirements and qualifications you’re looking for in a Salesforce expert. Here are some examples:
- Background in IT or computer science
- In-depth knowledge of the Salesforce platform
- Experience in consulting and/or customer experience roles
- Salesforce certification