Good Afternoon & Happy Holidays!
I am in need of Salesforce customization for two companies. Company "A" (Invision Consulting Group) and Company "B" First Credit National.
Okay so i have a very complex job that i am hopefully someone on here will be able to fill & surpass my expectations. I run a Debt Buying Company and we purchase Consumer Assets from other Seller, Banks, Credit Unions, Payday Loans, Auto Loans and resell (broker) them to the owners of Collection Agencies across the country. I would like to be able to setup my salesforce org to be able to efficiently handle both businesses and running on 80%+ Automation.
Requirement 1: Setting up a way for contacts or "Debtors" for company B can pay via self-service channels such as on our website (which we need to set up). Also be able to make payments over the phone, via SMS, or Scheduled for a future date. I want the debtors to be able to make payments or pay the debt in full at their convenience. I will need help implementing a Marketing Automation Strategy and also Personalized Content for the debtor to open each time we correspond. Self pay methods are Online Website Payment (Form to Salesforce), IVR Phone Payment (Touch Tone and voice if possible), IVR SMS Payment.
Requirement 2: When i purchase an asset from the bank for example i would be spending $5,000 and then i own the rights to 400 people that owe Bank of America $700 on average. For Company A i make money by selling these assets called Portfolios which is my MAIN product and primary focus. I suppose the portfolio could be a parent object of the "Debtor" Contacts and then use roll-up fields to calculate the total balance of the portfolios, average charge off year, number of accounts, demographic data. *It is important that i set up "Portfolios" which will consist of these debtors because portfolios our my Product and Inventory. Right now i have all of them saved on a remote drive but i will need to upload all of the accounts so Big Data Development is necessary.
Now that i have pointed you in the right direction i would like to elaborate on a few additional items. I am looking to register as an affiliate or reseller program(s) for both Company A and Company B's seperate websites. Company A products (Main Company) will offer CRM, Accounting tools, Contact Center tools, Payment Proccessing Partner, Web Design offer, Marketing Tool offer, & more to come. Company B "Collection Agency" will be geared more towards Consumer Products such as Tax filings, accountant, credit check, Bankruptcy Attorney referral, Loan offers, Auto loan offer, Credit Consulting, and more.
There is still much more that needs to be done such as Document/Contract Automation with Adobe E Sign Documents, Contract Creation, Website redesign, Form To Web (SF) Leads need to be setup for Buyers & Sellers. Also need to setup my Non Disclosure Agreement as a form on the website so anyone can simply sign and submit without me sending it to them. Constant Marketing Automation via E-mail, All Social Media, SMS, Fax, Direct & Aimed towards both Debtors/Consumers who need to pay $200 and also another program geared to debt buyers and lastly, one geared Debt Sellers or Banks or any other lender that i might be able to purchase debt from. There is a ton of content out there on other sites so that should be more then enough to start. Also need to setup a way for remote employees to be able to look up the debtors account details, on the phone at all times (via a phone dialer *still needed*)
For this job i will need someone who understands the business that i am in & the challenges that you will face out of the gate.
I have been looking for a partner since i will be opening up another office early February 2016. If you are able to complete this project and innovate on my rough draft (more will be added), then i would very much so like to bring you in full time/part time/partnership/mentorship (for me)/Referral Programs. I am looking to pay hourly and i know it is going to be an extensive job that will require creativity and research on your part of Debt Collections, Banking, Customer Service, or Big Data (All of which are Fields you will need to be familiar with).