Salesforce.com Jobs

I run a busy real-estate brokerage and keep everything in Google Sheets. Because I review and update the data every single day, manual data entry has become the biggest drain on my time. I’m ready to turn those spreadsheets into a hands-off, self-updating CRM. Here’s what I want the finished system to do for me: • Move incoming lead information straight into the correct pipeline sheet without any copy-and-paste. • Refresh property details, contact info, and deal stages automatically so I always see the latest data. • Flag leads that need follow-up and (ideally) send me reminders. • Generate a clean dashboard that shows key metrics at a glance—new leads, active deals, conversion rates, and upcoming tasks. • Operate reliably with clear, co...

I’m gearing up to run a focused market-research study through SurveyMonkey and need an expert who can turn my objectives into a polished, data-ready questionnaire. The goal is straightforward: collect actionable product feedback centered on usability, feature set, and a new music-video sampling concept we’re testing. Here’s what I have in mind. You’ll translate those three focal areas into clear, engaging questions, set up any skip logic or rating scales that will keep respondents flowing smoothly, and configure the survey so that results can be sliced by demographic tags I’ll provide later. Once the draft is ready, you’ll walk me through it, make any tweaks, then push it live from my SurveyMonkey account. A quick primer on reading the analytics dashboa...

Our Zoho-based app feeds data straight into an AI chatbot that handles lead nurturing, but several automation workflows have gone silent. The triggers that should fire on record creation or status updates simply don’t start, so nothing reaches the bot and follow-up stalls. I need an experienced Zoho specialist to: • Trace why the automation workflows are not triggering and correct the underlying bug(s). • Restore reliable execution of any related Deluge scripts, custom functions or webhooks. • Validate that data again flows cleanly into the AI chatbot and that conversations resume without manual intervention. Please be comfortable working inside Zoho CRM/Creator, Deluge, and any Flow or webhook connections that sit between the app and the chatbot. Once everythin...

I already have a clean, curated dataset sitting in Salesforce CRM Analytics . What I now need is an engaging dashboard that turns those rows into insight. The data is loaded and modeled, so the task is purely visual: build the bar and line charts I specify, arrange them into a single interactive dashboard, and apply any filters or bindings required so users can drill down without delays. The subject matter is banking-related, so every chart should highlight the metrics that matter to that sector—think revenue flow, account growth, and other teller-to-boardroom indicators—yet all of the source fields are ready for you to pick up. I will share a short spec for each widget; you translate it into lenses, add the SAQL tweaks if needed, and publish the finished dashboard to our CRM ...

Our Salesforce org is midway through a major rebuild and I need an experienced developer to push it forward. The immediate focus is three-fold: • Custom object development – design, build, and refine new objects and complex relationships in Lightning, using Apex, SOQL, and validation rules where code is unavoidable. • Process automation – streamline key business workflows with Flow Builder and, when necessary, Apex triggers, ensuring every automation is governor-limit friendly and thoroughly tested. • Reports and dashboards – surface reliable metrics for sales leadership, creating dynamic dashboards that refresh in real time and can be tweaked by power users without code. There is currently no formal documentation; we will map requirements togethe...

Somos una empresa integradora de soluciones tecnológicas que comercializa: • Infraestructura TI (servidores, redes, almacenamiento) • Licencias de software (Microsoft, Kaspersky, Adobe) • Servicios profesionales de implementación • Proyectos de infraestructura tecnológica • Licitaciones gubernamentales Actualmente utilizamos Microsoft Dynamics 365 CRM (Customer Engagement) junto con QuickBooks Enterprise Desktop. El CRM fue configurado originalmente como un sistema de gestión de casos internos, pero queremos transformarlo en un sistema completo de gestión comercial y automatización de procesos de ventas y cotización. Buscamos un consultor senior en Dynamics 365 CRM que nos ayude a rediseñar la arquitectura del...

This project centers on driving fresh, qualified leads straight into our CRM through live outbound calls. The campaign covers both B2B and B2C prospects; for the business segment every call will target decision-makers inside the Research Publications space, while consumer calls will promote the same service line to end users. All data must be logged in real time inside our CRM (HubSpot is already set up, but I can provide access to Salesforce or another platform if you are more comfortable there). You will receive: • a brief on our offer, value props and approved talking points • a segmented call list (healthcare businesses vs. consumers) with direct numbers and emails • permission to tweak the script so it sounds natural in your voice Key expectations • 100%...

**Title:** CRM & Marketing Automation Specialist (Leadzilla) for Construction Company – Client Journey & Workflow Setup **Overview** We are a UK-based construction company specialising in high-end residential renovations, bathrooms, and bespoke home projects. We use **Leadzilla as our CRM and lead management platform**, and we are looking for an experienced **automation specialist** to help us design and implement a **clean, efficient client journey system**. The goal is to create a professional workflow from **initial enquiry → qualified lead → site visit → proposal → project onboarding**. This project will involve building the automation structure and helping refine the workflow. --- **Our Current Stack** * Leadzilla (CRM and pipeline management) ...

I’m using a Microsoft 365 Premium personal subscription that lets me create six additional sub-accounts. I want every one of those seats converted into work-project logins dedicated purely to document sharing and storage, and I’d like everything structured by department. Here’s what I need from you: • Create and activate up to six sub-accounts inside my existing tenant. • Configure OneDrive / SharePoint so each department (e.g., Marketing, Sales, Operations) has its own clearly labelled library with the right permissions. • Set default folders and simple naming conventions so files are easy to find and backed up automatically. • (Optional but useful) Spin up matching Teams channels so that each department’s documents stay in sync with cha...

Project Title: Custom Development: Integrate Purchase Requisition from Sales Order in Zoho Books (with Email Inquiry & Vendor Comparison Sheet) Project Description: We are looking for an experienced Zoho Books developer (Deluge scripting expert) to customize the Purchase module with the following automated workflow: Required Features: Raise Purchase Requisition directly from Sales Order Add a custom button/field in the Sales Order module. One-click option to “Create Purchase Requisition” that auto-populates items, quantities, and links back to the Sales Order. The requisition should be created in the Purchase module with proper referencing. Float Purchase Inquiry via Email Notifications From the Purchase Requisition, add functionality to “Send Purchase Inquiry&rdquo...

Our internal Salesforce org needs regular administration and thoughtful enhancements so it keeps pace with our evolving business processes. I handle strategy but want a certified Salesforce professional who can jump straight into production and sandbox environments, keep everything tidy, and extend functionality without disrupting users. Most of the work centers on day-to-day administration and maintenance, with a strong emphasis on building and refining custom objects and fields. I will supply clear specifications for each change; your job is to configure, test, and deploy them smoothly. When automation makes sense, I expect well-structured workflows and validation rules that respect existing dependencies. Finally, actionable reports and dynamic Lightning dashboards will be part of every...

Estamos buscando un closer de ventas altamente efectivo en ventas por llamada y con experiencia para unirse a nuestro equipo. Necesitamos un profesional con una gran habilidad para la persuasión y la comunicación, capaz de explicar detalladamente nuestro programa o producto y convencer al cliente de que es la solución ideal para sus necesidades. Los leads que recibirás ya están altamente calificados: * Pasaron un filtro antes de poder agendar. * Confirmaron que cuentan con el dinero para realizar la compra. * Agendaron voluntariamente una llamada. El prospecto ya tiene capacidad de pago. Tu rol será manejar la llamada, resolver objeciones, generar confianza y llevar al prospecto a tomar la decisión final de compra. INCENTIVOS POR VENTA...

I want to stand up a complete help-desk environment on Salesforce Service Cloud. All customer issues will be raised exclusively through a branded Experience Cloud portal, so the build must make that portal the single intake channel. Within the portal, users need to be able to open a ticket and then return at any time to see live status updates and the full history of previous actions—nothing more, nothing less at this stage. Behind the scenes my help-desk operators will work in Service Cloud. I need standard case objects configured, queues and workflows tuned for fast triage, and the console laid out so agents can see all communications, attached photos and final job outcomes in one place. Where customers already run their own Salesforce org, the architecture you set up should be re...

I am looking for a driven, native Swedish-speaking B2B Sales Representative to join my company on a freelance, part-time basis (approx. 15-20 hours/week). My company operates within procurement, analysis, and logistics. Important: I am NOT looking for a strategic management consultant to build a high-level strategy, nor am I looking for a pure appointment setter. I need a hands-on, full-cycle sales professional who takes ownership of the entire process—from the first cold outreach to signing the contract. What you will do: Prospecting: Identify and qualify potential B2B clients in the Swedish market. Outreach: Initiate contact through cold calling, emails, and LinkedIn. Meetings: Conduct digital sales meetings and present our solutions independently. Closing: Drive the deal all th...

I need a proactive salesperson who can own the entire B2C cycle for our elevator company. Your focus will be on finding fresh consumer leads, guiding each prospect through the decision process, closing the sale, and staying in touch after installation to secure long-term satisfaction and referrals. A background in manufacturing or other industrial products is important because you will be translating technical features into everyday benefits for non-technical buyers. If you already thrive in CRM-driven environments and feel comfortable with tools like HubSpot, Salesforce, Zoho, LinkedIn, and email outreach platforms, you will be up to speed quickly. Success metrics are straightforward: the volume and quality of leads you generate, your conversion rate, and the satisfaction scores you doc...

I’m looking for a seasoned closer who can take charge of the entire B2B process for my marketing-sector clients. That means spotting the right prospects, opening doors, guiding prospects through persuasive presentations, and sealing the deal without me having to step in at any point. Here’s what I expect you to own and deliver: • Lead generation that targets decision-makers at businesses likely to buy our marketing services • Compelling, data-backed sales presentations tailored to each prospect’s pain points • Confident, timely follow-up that converts proposals into signed agreements and clean hand-offs to my account team Because this is true full-cycle work, I need someone comfortable switching hats—from researcher to presenter to negotia...

I’m looking for a consultant who can map out a full-scale implementation plan for Salesforce CPQ and Billing from kick-off to post-go-live stabilization. I already know the end state I want—an integrated quoting, pricing, and invoicing engine that Sales, Finance, and Operations can rely on—but I need a clear, phase-by-phase roadmap that shows exactly how we get there. What I expect to receive • A structured project plan that breaks work into phases such as discovery, solution design, build, testing, deployment, and hyper-care, each with key activities, owners, durations, and entry/exit criteria. • Change-management strategy: stakeholder analysis, communications cadence, and adoption tactics. • Training approach: recommended formats, curriculum outlin...

We are looking for an experienced GraphQL Engineer with strong skills in C# .NET and Microsoft Azure to help design and build scalable GraphQL APIs for distributed systems. The main focus of this role is GraphQL API ownership, backend development, and Azure cloud operations. Experience with Kafka or event-driven systems is a plus but not required. Responsibilities Design, develop, and maintain GraphQL APIs Define and evolve schemas, resolvers, and data models Integrate multiple backend services into a unified GraphQL layer Optimize API performance (N+1, batching, caching) Build backend services using C# .NET Deploy and operate applications on Microsoft Azure Collaborate with frontend teams consuming the API Requirements 5+ years of software engineering experience Strong experie...

Estamos buscando un closer de ventas altamente efectivo en ventas por llamada y con experiencia para unirse a nuestro equipo. Necesitamos un profesional con una gran habilidad para la persuasión y la comunicación, capaz de explicar detalladamente nuestro programa o producto y convencer al cliente de que es la solución ideal para sus necesidades. Los leads que recibirás ya están altamente calificados: * Pasaron un filtro antes de poder agendar. * Confirmaron que cuentan con el dinero para realizar la compra. * Agendaron voluntariamente una llamada. El prospecto ya tiene capacidad de pago. Tu rol será manejar la llamada, resolver objeciones, generar confianza y llevar al prospecto a tomar la decisión final de compra. INCENTIVOS POR VENTA...

I am looking for an experienced Salesforce Developer/Trainer who can provide structured one-on-one training. I already have basic knowledge of Salesforce, so I am looking for someone who can help me strengthen my development skills and cover advanced concepts with practical examples. Topics I want to cover: • Salesforce Administration fundamentals (important concepts only) • Apex Programming • Lightning Web Components (LWC) development • Integration basics (REST/SOAP from Salesforce) • OmniStudio (OmniScripts, DataRaptors, Integration Procedures, FlexCards) • Real-world project scenarios and best practices Expectations: • 1-on-1 online training sessions • Practical learning with real examples • Help with coding exercises and architecture un...

About the Role We are looking for dedicated team members to join our CRM / Order Monitoring team for ARC Raiders operations. This role focuses on monitoring incoming orders from our website and processing them efficiently through our work terminal system. If you are reliable, detail-oriented, and able to work long shifts, we’d love to hear from you. Responsibilities Monitor incoming orders from the website in real time Input and assign orders through our internal work terminal Verify and confirm order details before processing Coordinate with the operations team to ensure smooth order fulfillment Maintain accuracy and speed when handling multiple orders Work Schedule Full availability required Up to 12 hours per day Shift-based schedule (day/night rotation may apply) Requir...

I recently rolled out new Work Order flows that are running smoothly, yet they surfaced a bigger problem: bad data. My top priority is resolving the incorrect entries and filling the gaps where information is missing so that every automation—old and new—runs on clean, reliable records. Here’s what the assignment looks like: • Audit the objects touched by the new Work Order flows and pinpoint where incorrect or blank fields are breaking reports, approvals, or downstream automations. • Correct the bad values, back-fill missing ones, and put guardrails (validation rules, field-level checks, or simple flows) in place so the issue doesn’t return. • Provide a concise hand-off note explaining what was fixed, where, and why, so my team can maintain the i...

Project Overview We are looking for a Zoho Expert to configure Zoho SalesIQ and Zoho CRM to automate our support/sales routing and establish a robust performance tracking system. The goal is to streamline customer interactions through our website and provide branch-level visibility on key sales metrics. Scope of Work 1. Zoho SalesIQ: Customer Support Bot Integration Bot Configuration: Develop and deploy a chatbot on our website to handle support inquiries. Ticket Logging: The bot must allow customers to log support calls/tickets. Direct Routing: Configure the bot so that these logs are pushed directly to the designated support staff (via Zoho Desk or Zoho CRM Cases). 2. Zoho SalesIQ: Branch-Specific Sales Routing Lead Capture: Setup the chatbot to ask users to select their nearest or p...

Deep knowledge of the Microsoft ecosystem

I need a system to manage sales inquiries efficiently. Sales inquiries tickets should be received in Zoho CRM. When a sales inquiry ticket is created, a lead should also be injected into the Nextiva dialer with no more than a 5-minute lag time. Requirements: - Sales inquiry tickets in Zoho CRM - Capture: - Customer contact details - Product interest details - Urgency level - Prioritize based on urgency level Ideal Skills and Experience: - Zoho CRM integration expertise - Familiarity with Nextiva dialer - Experience with automation and ticket management systems - Strong organizational skills

My team is ready to streamline several routine processes, and the quickest path is to wire our third-party apps together through Zapier, n8n, or —whichever tool best fits each scenario. The objective is simple: build reliable connections that automate complete workflows from trigger to final action. Expect to start with a brief discovery call so I can outline the exact apps in play and the business rules that drive each flow. Once the map is clear, I’ll count on you to: • Configure and test every connection until data moves hands-free and error-free • Optimise the logic so each step fires only when it should, avoiding duplicate tasks or loops • Document the finished automations in a concise hand-over note I can follow later You’ll have direct acces...

Power Automate Workflows + Power BI Sales & Event Dashboards Project Description We are looking for an experienced Power BI / Power Automate specialist to support the implementation of automations and reporting for our SharePoint-based LeadHub system. The project includes: 1. Power Automate Workflows Automatic creation of leads from website emails into a SharePoint LeadHub list Sales funnel follow-up reminders Event preparation workflows Post-event follow-up workflows 2. Power BI Sales Dashboard Reporting for leads, sales pipeline, funnel stages, and forecasted order intake. 3. Power BI Event Performance Dashboard Event ROI reporting including leads generated, pipeline volume, and estimated order intake. Our system is based on SharePoint Lists (LeadHub + Event Calendar) co...

Estamos buscando un Closer de Ventas con experiencia en servicios de tecnología o consultoría para cerrar contratos de agentes de IA y flujos de trabajo automatizados. Recibirás leads calificados que ya han pasado por un filtro de facturación y necesidad. Tu trabajo es realizar la videollamada de descubrimiento, presentar la solución y cerrar el contrato. Responsabilidades: Realizar llamadas de cierre (Zoom/Google Meet). Manejo de objeciones sobre precio y viabilidad técnica de la IA. Seguimiento de CRM para asegurar que ningún lead se enfríe. Compensación: Pago por comisión alta (10% por cierre). "Empieza tu propuesta con la palabra 'ROBOT' para saber que leíste todo"