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Fixed-Price - Expert ($$$) - Est. Budget: $200 - Posted
Hello, we would like to transfer all our data from ZOHO to Salesforce, so that we can utilize Salesforces for our CRM management. We are having difficulty transferring all tasks, calls historys, notes, and etc into Salesforce without losing details. Thanks,
Skills: Salesforce.com Zoho CRM
Hourly - Intermediate ($$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
We’ve been selected by AlwaysOn and Red Herring as one of the Top 100 New Companies to Watch. Check us out at www.whoknows.com. ‬ New Job Opening! Marketing Design and Automation Specialist WhoKnows is looking for a marketing specialist to design, execute, and automate marketing programs to support the rapid growth and expansion of WhoKnows products and services through a variety of channels. ... Job Description: Roles & Responsibilities ‬ ‪*Design, setup, maintain, and optimize marketing campaigns including emails, blogs, ebooks, white papers, slide share, infographics, landing pages, others using [Must have Pardot, Salesforce.com, Wordpress, HTML and CSS experience] ‬‬ ‪*Experienced with CRM, marketing automation, and marketing analytics systems ‬‬ ‪*Reporting, creating dashboards and analysis on campaign performance, conversions, attribution and effectiveness ‬‬ ‪*Test and optimize new and existing channels ‬‬ ‪*Execute existing and ad-hoc requests to enable user acquisition and revenue growth ‬‬ ‪*Research new and innovative technology, tools, and techniques to improve the automation of marketing processes ‬‬ We are looking for candidates who have the following:‬ • ‬2+ years experience in marketing operations and/or automation tools [Must have Pardot, Salesforce.com, Wordpress, HTML and CSS experience] • Design Skills • Experience using CRM for reporting (eg……SFDC preferred) • Desirable - Bachelor’s Degree in Marketing, business, IS or other related field • Expert understanding of digital marketing and demand generation • Understands marketing processes eg., campaign execution, Q&A testing, conversion measurement • Highly effective listener and communicator – both verbal and written • Strong project management and analytical skills • Flexibility – adaptable working in a rapidly changing ‬ ‪• Strong analytical skills combined with business insight ‬ ‪*Intellectual curiosity ‬‬ ‪*Demonstrated analytical approach, understanding of core marketing and pipeline metrics ‬‬ ‪*High proficiency using [Must have Pardot, Salesforce.com, Wordpress, HTML and CSS‬]‬ ‪*Able to design, implement, and test complex workflows associated with demand generation and conversion ‬‬ ‪*Detail oriented ‬‬ ‪*Experience with [Google Analytics, AdWords, and Tag Manager ]‬‬ ... Job Description: Roles & Responsibilities ‬ ‪*Design, setup, maintain, and optimize marketing campaigns including emails, blogs, ebooks, white papers, slide share, infographics, landing pages, others using [Must have Pardot, Salesforce.com, Wordpress, HTML and CSS experience] ‬‬ ‪*Experienced with CRM, marketing automation, and marketing analytics systems ‬‬ ‪*Reporting, creating dashboards and analysis on campaign performance, conversions, attribution and effectiveness ‬‬ ‪*Test and optimize new and existing channels ‬‬ ‪*Execute existing and ad-hoc requests to enable user acquisition and revenue growth ‬‬ ‪*Research new and innovative technology, tools, and techniques to improve the automation of marketing processes ‬‬ We are looking for candidates who have the following:‬ • ‬2+ years experience in marketing operations and/or automation tools [Must have Pardot, Salesforce.com, Wordpress, HTML and CSS experience] • Design Skills • Experience using CRM for reporting (eg……SFDC preferred) • Desirable - Bachelor’s Degree in Marketing, business, IS or other related field • Expert understanding of digital marketing and demand generation • Understands marketing processes eg., campaign execution, Q&A testing, conversion measurement • Highly effective listener and communicator – both verbal and written • Strong project management and analytical skills • Flexibility – adaptable working in a rapidly changing ‬ ‪• Strong analytical skills combined with business insight ‬ ‪*Intellectual curiosity ‬‬ ‪*Demonstrated analytical approach, understanding of core marketing and pipeline metrics ‬‬ ‪*High proficiency using [Must have Pardot, Salesforce.com, Wordpress, HTML and CSS‬]‬ ‪*Able to design, implement, and test complex workflows associated with demand generation and conversion ‬‬ ‪*Detail oriented ‬‬ ‪*Experience with [Google Analytics, AdWords, and Tag Manager ]‬‬
Skills: Salesforce.com CSS Email Marketing HTML
Fixed-Price - Intermediate ($$) - Est. Budget: $40 - Posted
Hi, we need to modify the mapping for an existing data loader integration for 2 objects, as well as the fields referenced in the queries. The integration is done and working, we just need to adjust the mapping.
Skills: Salesforce.com Salesforce Apex
Hourly - Expert ($$$) - Est. Time: Less than 1 week, 10-30 hrs/week - Posted
Hi I am going to need help with setting up the following. Please only submit application for this job if you can handle these tasks. Email Templates Setup Based on the html templates provided by Franchise Creator, set up email templates in Salesforce so automatic notifications sent to customers from Salesforce can have the brand of Franchise Creator. Automatic Follow-up System for Leads. • Create two opportunities when a new lead is converted Since Franchise Creator Salesforce org is Professional, this functionality will have to be implemented using the Process Builder. This feature is still on development from the Salesforce side • Field Customizations Layouts and picklist values will be adjusted as well according to the needs of the business. • Batch Lead Uploader from CSV with Tagged Lead Source • Integrations into Salesforce o Conga Composer o Aweber o Schedule Once o Yesware Must know the above integrations and how to set it up.
Skills: Salesforce.com CRM
Fixed-Price - Entry Level ($) - Est. Budget: $40 - Posted
Hi We have urls in data.com, over 5000 records Have to get those 5000 emails, We need a freelancer who got access in data.com(Premium Account) and salesforce.com Please don't apply, if u didn't have access in data.com and salesforce For the perfect freelancer, it will continue as long term ... Hi We have urls in data.com, over 5000 records Have to get those 5000 emails, We need a freelancer who got access in data.com(Premium Account) and salesforce.com Please don't apply, if u didn't have access in data.com and salesforce For the perfect freelancer, it will continue as long term ... Hi We have urls in data.com, over 5000 records Have to get those 5000 emails, We need a freelancer who got access in data.com(Premium Account) and salesforce.com Please don't apply, if u didn't have access in data.com and salesforce For the perfect freelancer, it will continue as long term
Skills: Salesforce.com Data Entry Data mining Microsoft Excel
Fixed-Price - Expert ($$$) - Est. Budget: $300 - Posted
I'm looking for someone to function as a luxury travel assistant acting as my right hand person dealing with UHNW clientele. Position requires extreme organizational skills, great followup and a strong knack for hospitality. Duties will be researching and assembling client itineraries based on my recommendations and experience. Client followup, supplier and vendor relations and ability to problem solve if needed are all part of this position. Please inquire for more clarification and details. Background in the personal assistance space is a plus. Must be based in US.
Skills: Salesforce.com Dropbox API Mac OSX Administration Microsoft Excel
Fixed-Price - Entry Level ($) - Est. Budget: $20 - Posted
Hello, I am looking for someone to move my data (including notes and attachments) from current Sales force account to a new Sales Force account.
Skills: Salesforce.com CRM
Hourly - Entry Level ($) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
Hi, We have a real challenge in uploading and displaying our sales data. Here's the background. We are a food manufacturing company who sell through multiple channels .... * Distributors, * Directly to retail stores (who our sales team visit/call) and * To the end user via website. As a result we have sales data coming from 3 sources which overlap and are not directly correlated with the 3 channels above: 1) (ACTUAL SALES) Our web based Inventory/Manufacturing software - We use Dear Systems which syncs with Xero so require this data to be uploaded to SF. Relatively straight forward. 2) (PROJECTED SALES) Our Sales Pipeline in Salesforce. 3) (DISTRIBUTOR/RESELLER SALES) Excel Reports from Distributors - We receive weekly/monthly reports from our distributors about sales they have made to our retail customers. This includes products sold and value of their sales to their retail customers who are represented as 'accounts' in our database (but whom we don't sell DIRECTLY to) #3 above is my real challenge here because while they ARE sales to our customer that we need to record in SF to monitor purchase history, they are not OUR sales as they have gone through a distributor. Hence, if we were to assign it to that account directly in SF, we would be duplicating sales data as the distributor sales have also been recorded via #1 above. Complex!! So, here is what we require: 1. Link our current software (Dear Systems / Xero) via and API 2. Create Excel database/macro which combines the reports from different distributors and produces a unified reports ready to upload to SF. 3. Clean up database i.e. ensure continuation of customer name is consistent across all data sources to ensure accuracy of information. 4. The creation of custom 'Sales data' fields which can be uploaded to via the above Excel database, represented in reports/dashboard, and also inserted into the 'account' with the following data: * Account Names (key data point for uploading) * Monthly Sales Value * Products Sold * Units Sold With the right candidate this could possibly extend into additional customisation of Salesforce in the future.
Skills: Salesforce.com API Development CRM Microsoft Excel