Salesforce Configuration

We are currently a 2 year Group level user of Salesforce having difficulty with user adoption due predominantly by a screen layout and field configuration that is not user intuitive and friendly. We are contemplating upgrading to the Professional level. We currently have 10 users, but anticipate 12-18+/- in the near future.

We are a collections agency, 20 years old, operating in several states with DFW as our home office.

Our marketing and sales strategy is:

Outbound telemarketing to a database of records filtered on several criteria;

Telemarketer creates either a Lead or an Appointment for a sales person to contact

Record’s status changes from None/Nil appropriately per the above and is passed to the sales person – TM sends email if status Lead, sends email and creates Outlook appointment if status Appointment; sales person contacts Lead/Appointment telephonically or in person; responds to RFI (request for information) and/or meets (in person or telephonically) with Lead or Appointment – status should change (Lead to Appointment-Appointment to Responded RFI or to Not Interested; and so on – we’re basically following the sales cycle with Status changes and tasks until the Lead/Appointment either becomes a Client or Not Interested.

This is pretty basic stuff, I know. We do not have someone internally who we can dedicate significant amounts of time to design the proper page layout, record flow, reports and analytics. We don’t want to pay Salesforce an annual sum for what we believe would be just a few days worth of effort. We do have internal staff who can train users.

Please get back to me ASAP if this is something that you are interested in.

We prefer a DFW based provider!!

Compétences : CRM

en voir plus : the design cycle, the agency group, telemarketing group, telemarketer from home, screen flow design, sales person agency, salesforce status, salesforce professional, salesforce 15 to 18, lead agency, home office telemarketing, flow configuration, database design for crm, annual reports design, salesforce configuration, what is crm salesforce, salesforce.c, salesforce email marketing, salesforce, nil, crm salesforce, configuration, COLLECTIONS, outlook appointment, salesforce reports

Concernant l'employeur :
( 0 commentaires ) Ft. Worth, United States

Nº du projet : #1049707

6 freelance font une offre moyenne de $576 pour ce travail


Our technical people can handle [url removed, login to view] projects in a best way to provide flexible solutions at each level of usage of the system. We have experienced people who dealt lump sum(More than 50) of [url removed, login to view] pr Plus

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Hello. Please see PM.

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The price does not include design, content generating, hosting or domain registration. please let me know if you have any question

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We are expertise in working with Salesforce and the project can be accomplished in 10 days. It would be great if we can discuss further to gather more details from your end. please check your PM. thanks

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Hello, I'd like to work with you. I am a senior certified administrator and developer in Salesforce platform. I work in IT industry for already 12 years. My experience in Salesforce is 4 years. I have a certi Plus

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Hi, I have around 5 years of overall experience and around 4 years in [url removed, login to view] projects. I can help you with all configuration/customization required.

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