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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: CRM
Fixed-Price - Entry Level ($) - Est. Budget: $40 - Posted
Hi We have urls in, over 5000 records Have to get those 5000 emails, We need a freelancer who got access in Account) and Please don't apply, if u didn't have access in and salesforce For the perfect freelancer, it will continue as long term
Skills: Data Entry Data mining 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: 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: API Development CRM Microsoft Excel
Hourly - Expert ($$$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
Looking for someone who would consider themselves a Pipedrive or CRM expert. Currently our Pipedrive is in shambles and we need someone to clean up the efficiencies within our business. As the owner, I know exactly what I want, however am not technical enough to get this task done in an efficient manner. Little bit about the company; We are a Residential Home Remodeling company who specializes in roofing, siding , and windows. Our core as a business is in home sales. What we need; the ability to track a call center, marketing department, sales department, and operations department all within the same CRM. I am under the impression that Pipedrive can be an effective solution once laid out and engineered properly. Willing to spend as much time as necessary to solve our problem.
Skills: CRM Zoho CRM
Hourly - Expert ($$$) - Est. Time: 3 to 6 months, 10-30 hrs/week - Posted
hiQ Labs a San Francisco Based company looking to hire full or part time. User Growth Expert: Need to be a salesforce expert as well. We use salesforce and pardot. Reports need for CEO Content marketing includes Webinars, Blogs, Podcasts, Events. Leadership qualities are a must Speed is must Attention to detail is a must URL
Hourly - Entry Level ($) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
I'm looking for SFDC Developer who can help training me the Apex Class, Triggers, VF etc (Beginner Training but No Admin - Only Developing). ONLINE TRAINING using skype and Teamviewer. Must know different types of integration, SOAP, Restful API etc, Web integration. All payment will be made through Upwork. Lowest and best quote will be consider. Also I would like to have first free session before hiring. The timings will be mostly in between 5am - 11am IST or evening between 9p - 11:30p IST . NOTE: Only apply if you are ready for $8 per hour. Thanks ---Ajit--
Skills: Salesforce Apex visualforce