Salesforce Administration and Training

IT & Networking ERP / CRM Software Posted 3 years ago


Hours to be determined
Less than 1 month

Intermediate Level

I am looking for a mix of experience and value


We need the help of a certified Salesforce admin to clean up our customer DB and help us to make it more effective for marketing purposes. We need help and training on the following:

- Automating assignment of new leads based on geography and vertical
- Defining roles for our SF users so they have the permissions they need to do their work and not more
- Creation of fields so that we can tag and categorize leads for easier creation of targeted marketing lists

After interviewing and selecting a candidate, we'd like to do a one hour paid consultation call to evaluate our needs and the current state of our salesforce and to set a clear scope of work and timeframe for this project. We'd then like to do 2-3 follow up calls to tackle the objectives and get trained as well.

Looking for someone with good conversational English skills and excellent English writing skills for communicating through email.

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Activity on this Job

Last Viewed by Client: 2 years ago

Hired: 1

About the Client

(0.00) 0 reviews

United States
Gilbert 05:35 AM

11 Jobs Posted
46% Hire Rate, 1 Open Job

$3,032 Total Spent
5 Hires, 0 Active

$11.11/hr Avg Hourly Rate Paid
118 Hours

Member Since Mar 17, 2011