I am looking for someone with a high level understanding and experience with SalesForce CRM.
I had a freelancer do some work on my project but then he disappeared and didn't finish it. So we need to check over his work to see if we should keep it or start from scratch.
I have mapped out my sales process on a diagram flow chart and I need someone to set up the entire sales process with Process Builder in SalesForce. The end result will be a fully automated sales process. You will automate email campaigns, set up of appointments, task assignments, etc.
After it is complete, I will need someone to walk me through the entire thing so that I know how it works and how to make changes.
I have attached a technical document which outlines what I want to do. I am open to using other 3rd party apps if you feel there is a better one for the application.
I also created a flow chart illustrating the process. It's on www.draw.io. If you want to see it then please send me your email as I have to add permission for you to view it.
More than 30 hrs/week
More than 3 months3+ monthsProject LengthDuration
I am looking for a mix of experience and value