We've just set up Salesforce professional for our Franchising organisation and we need a salesforce EXPERT who knows how to use every section of the system to:
- Set up our custom capture fields inside salesforce leads page
- Export Lead fields into a Salesforce "capture collection page" for implementation into our website
- Import our existing lead list and database (30 leads)
- Setting up our opportunity & funnel process
- Setting up our dashboard for optimum functionality with our business.
- Set up our newsletter/email via the right plug in so we can keep in touch with our customers - need to implement html for proper email display with logo's, etc
- Setting up our Salesforce so that all information in Leads Interests transfers across to accounts once lead is converted
If you truly understand how to use the Salesforce CRM and can complete this job quickly and efficiently, then please contact us and let us know.