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Fixed-Price - Expert ($$$) - Est. Budget: $3,000 - Posted
We are looking for a freelance consultancy to design and implement Sales Force Higher Education First Setup. At this stage we will need to make the initial setup configuration on the core modules: marketing, enrollment, registration, invoicing, crm for a tutor center and a futher moodle integration. We want to start with a simple setup without a higher degree of complexity. The school we are creating isn’t still operating in the market and we wouldn't have more than 10 users in the beginning of the operation. We prefer to work with a consultant that has already worked in a Sales Force HEDA setup. More details for Salesforce <-> Moodle integration and sincronization: Salesforce -> Moodle: - SSO - User data details (Students, Teachers, Tutor, Evaluator, Employees) Moodle -> Salesforce: - SSO - Course and units data details - Grades - Certifications - Awards
Skills: Moodle Project management Salesforce App Development
Fixed-Price - Expert ($$$) - Est. Budget: $50,000 - Posted
A regulated investment fund is looking to sell part of its U.S. property portfolio. The part of the portfolio for sale has a mix of multi-family residential, retail and development and is valued at over $40 million. A very basic pro-forma is attached. They are happy to consider international buyers as well as U.S. Interest. Ideally they are looking to sell these properties as a group but will consider bids for single properties. They have found their time being wasted by agents or introducers unable to deliver genuine buyers. Having used Upwork for other investment management projects they believe the diversity of user could work in finding buyers for these properties. This is a commission only role with a budget in the region of $1 million. The fund's U.S. attorneys will be handling the sale. Please only respond if you have genuine buying interest and with justification as to the level of interest. There will be no exclusive listings available. The lawyers will issue specific agreements and contracts. Full property details will be provided along with sales /listing contracts to those considered to be able to deliver the buyer and close the sale. Kind regards
Skills: Email Marketing Internet Marketing quick sales system
Fixed-Price - Intermediate ($$) - Est. Budget: $200 - Posted
We are running SF enterprise edition and using their normal conversion from lead to opportunity functionality. In our situation this leads to unnecessary marketing complexity. We would like to automatically convert the lead on satisfaction of certain criteria when the information is first entered. Currently the lead is created outside of SFs web-to-lead form, because of the back-end calculations needed when the lead form is completed by our client. The data is being stored in a MySQL database and processed with PHP. The data is transferred to SF via Zapier where a lead is created. It is at this point when the record is created that I would like a SF automation tool to check if the record fulfills certain conversion criteria and if so automatically convert. The conversion is simplified because firstly, we use one account name for all contacts and opportunities, and secondly the opportunity name is the same as the lead's first name and last name. If, as an alternative, you can carry out this task using the Zapier automation tools, that would also be acceptable. I can see that Zapier could create an opportunity from our information, it could also create a contact but I don't believe it is possible to link the contact with the opportunity. As I am new to software development and SF admin, I will require you to guide me through the installation of the code.
Fixed-Price - Intermediate ($$) - Est. Budget: $28 - Posted
I need a Salesforce consultant to perform the following tasks: -Migrate data from excel sheet into Salesforce -Create custom fields in Salesforce
Fixed-Price - Intermediate ($$) - Est. Budget: $100 - Posted
I need to clone salesforce profiles from one license type to another. My profiles have many (thousands) of custom object permissions including field-level permissions (anobng other stuff) that need to be copied from one profile to another. The reason for doing this is we are setting up users with another license type and need to create the quite of 8 profiles that work with the new license type. There is an article about this here: I am Looking for someone to take the article and build me a button that will copy 1 profile to another. It can be simple to use (i.e. OK to hardcode the name of the source and destination profile in the apex or Java code).
Skills: Salesforce Apex Salesforce App Development
Fixed-Price - Intermediate ($$) - Est. Budget: $1,500 - Posted
We're a startup in New York City and need to develop a workflow for our brand spanking new instance of Salesforce. In detail, we need: * Gather the needs of the users * Create a basic workflow * Create custom dashboards for 3 user categories: Admin, Manager, Staff * Create custom reports for 3 user categories: Admin, Manager, Staff * Migrate data from our previous CRM * Train 5 to 10 users on-site We are rather "light" users of CRM, so we don't require a complex setup and our customization needs are quite basic. Please keep this in mind when scoping out the project. We will require a SoW in order to proceed. Much of this work is perfectly fine to do from off-site, but we would need at least full day on-site and in-person to gather our user needs and to train. Alternatively, this can be split over two days. We would prefer to retain a consultant to start next week. In addition, the consultant must be local to NYC. Our company is headquartered in Queens, NY and the consultant needs to be in the region - we are not budgeted for any travel, transportation, or accommodation expenses.
Skills: CRM Project management
Fixed-Price - Expert ($$$) - Est. Budget: $8 - Posted
Telemarketing Sales Representative - Currently seeking a seasoned Staffing Sales Professional. The ideal candidate will have a minimum of 3 years sales/customer service experience in the staffing industry, and have extensive experience in all aspects of the staffing process, to include but not limited to recruitment and operations.Responsibilities of the Staffing Sales Representative Responsible for telemarketing prospecting as well as outside sales presentations. Use cold calling as a means to gain leads. A minimum of 3-5 years sales/customer service experience in the staffing industry. Must have a computer, Internet phone or cell to make calls to Southern California. Extensive experience in all aspects of the staffing process, to include but not limited to recruitment and operations. Must be experience with cold calling to potential clients and follow up calls. Must have a superior sense of urgency, and the ability to work with the recruiters as well as the potential clients* If you are afraid of asking questions or getting rejected, this job is NOT for you. We need a Ninja telemarketer ;-) or HUNTER Sales person. Our compensation is as follows: Hourly Rate 6.00 to $8.00 based on experience.
Skills: Google Apps Google Docs Microsoft Excel