Looking for a Sales Force Solutions Developer who can streamline our SalesForce interaction and processes for our sales team.
Currently gathering a lot of information on calls and looking to downsize current method with a streamlined, custom, intuitive App or Interface so we can collect & edit data faster while on the phone with customers and new leads.
Now testing CallRail Beta App in Sandbox and calls are auto generating Leads in our Lead Queue. This already speeds up the process. Lead is auto created if phone number not found in SalesForce. Now need to take this to the next level to make this work with current processes.
Experience with CallRail is a huge benefit. Currently if a user calls in and that phone number is NOT in our system, a Lead is created. If a user calls in and that phone number IS in our system, the Call is logged as a Call on the Contact Page under Activity History.
We are looking for increased Call Rail functionality for:
1. New Numbers - Method for Matching or Checking (Looking Up) Existing Accounts / Companies and assigning. (To avoid the creation of dupe company accounts & contacts)
2. Existing Numbers - Matching to Correct Contacts. Currently if 1 account has 3 contacts and all contacts have same phone number in salesforce, it add the "Call" to the Activity History of the 1st record. Need a way to make sure we can assign CallRail data to the correct contact, not just the 1st contact found with that phone number.
3. Existing Numbers - Identifying/Displaying those calls while they are in progress. (Since no Lead is created, need a display "Active Calls" just like there is a Lead Queue.) This will allow us to simply click the active call to go to the account or contact page. No searching necessary.
Might just need a Call Activity Screen/Interface that combines the new leads and active calls. This would be where all salesmen can see the New Leads and Active Calls from existing leads on one page. This can be where they can click and go... no searching needed.
Current Lead and Quoting Process is convoluted and not very efficient or user friendly.
I am thinking an "Overlay" App (for Leads and Quoting) that runs on top of our SalesForce Interface. Am thinking the App will be a bridge between the salesmen entering the data and that data getting passed / populated into our system as needed.
I am looking for a true SalesForce Guru / Developer and Solutions Provider with experience in streamlining sales process and salesforce capabilities.
This project is only in the Fleshing Out stage and I will need to work this out with the right candidate. I will be able to do a screen share on our Sandbox account to show you our current process so that you can gain a better understanding of what we do and see how the process can be improved with the creation of a Custom App.
The right candidate should be able to see our current Lead Page, Quote Page and walk through the process with me and in 5 minutes, know whether or not they can make vast improvements.
Current Layouts and Processes are outlined in a Google Doc
We have our own SalesForce Administrator here that know all the ins and outs of the system in place with many custom objects tied into our entire operation which includes FinancialForce. The right person moving forward will work with myself and our salesforce guru to make this happen...
Current workload for our Salesforce admin is too great and we need an experienced developer to step in and work with me independently as needed to work on this project.
Please contact me and we can arrange a Skype chat, phone call etc.
Preferably looking for a US based developer but open to international developers with excellent communication skills.