Find Jobs
Hire Freelancers

Setup CRM and complete mapping

£20-250 GBP

Fermé
Publié il y a plus de 4 ans

£20-250 GBP

Payé lors de la livraison
We are a property management company that offers services to companies who send staff into our catchment areas. Our services are suitable for non local companies visiting the area. Setup capsule CRM mapping or recommend alternative cheap / free CRM. Leads are received daily via an XLS dump. No funnel / pipeline. Instead, we only require the telesales operative to contact leads once per 6 months to sell our products / services. Companies post multiple projects per year so to prevent duplicate calls we use the "office id" Please see attached xls to find out what information we capture. All of this needs to be imported into capsule crm in a legible manner. When the telesales operative logs in she needs to see a list of contacts yet to be contacted, she can tick them off as she goes. Key fields that the operative will use / want to sort information by: Contract Stage, Site Name, Name, Address (all related fields that form the whole address), Office name and Office Address (all related fields), Role, TPS, Contacts and all related contact details Office address is important, our products and services are only suitable for companies who's offices are located far away from ours.
N° de projet : 22484260

Concernant le projet

10 propositions
Projet à distance
Actif à il y a 4 ans

Cherchez-vous à gagner de l'argent ?

Avantages de faire une offre sur Freelancer

Fixez votre budget et vos délais
Soyez payé pour votre travail
Surlignez votre proposition
Il est gratuit de s'inscrire et de faire des offres sur des travaux
10 freelances proposent en moyenne £163 GBP pour ce travail
Avatar de l'utilisateur
Hello, Hope you are doing well :) I would love to discuss your project with you. We have worked with a lot of companies and helped them grow their business by customizing plenty of Salesforce products for them according to the needs and requirements of their business. We provide Salesforce Consulting, Salesforce Administrator, Salesforce Development, Salesforce Implementation, etc as a service. Built a multi-tenant portal for “PointCare Inc.” to manage, view and manipulate data about the patient and can also manage the insurance system. Despite being a multi-tenant portal, it maintains a higher degree of isolation to be used by multiple organizations. Developed IVR for Non-Profit Organization for their requirements we used Twilio and Python to provide a robust solution. Helped “Good Story” to boost their marketing and improving marketing strategies consistently by conducting multi-channel campaigns, capturing leads, creating highly personalized content, automating marketing activities and creating personalized journeys for each customer in Salesforce Marketing Cloud. We are a passionate Team and Salesforce Consulting Partner of Architects and Certified Developers aiming to take our customer's business to the next level. I would love to have an initial phone conversation with you about the project requirements. What is best way to get on your calendar? Looking forward to hearing back from you soon. Regards, Vaibhav Vyas
£300 GBP en 5 jours
4,9 (27 commentaires)
6,8
6,8
Avatar de l'utilisateur
Hello:) I find your project very interesting, and I think I can help you I'm looking forward to having a chat with you so please feel free to message me anytime Thank You:)
£174 GBP en 4 jours
5,0 (44 commentaires)
5,9
5,9
Avatar de l'utilisateur
Respected Client, I have gone through your business requirements and as an expert i am suggesting you to use ZOHO crm and it have all features to make the leads/contacts in well managed way. we can also customized as per your need. Please initiate chat for further final discussion about cost and time we need to finish this project. Trust me, I will never disappoint you. We believe in long term relationship. About Us: We are highly experienced Team having 7+ years of experience in Web as well as Mobile app development. Kindly initiate chat so that we can discuss the project in detail. Thanks mdubey
£250 GBP en 7 jours
4,9 (28 commentaires)
4,8
4,8
Avatar de l'utilisateur
1. I am a web developer having 4.5 years of experience in web development using php and node js. I have created web apps from scratch using laravel and mysql. 2. I have worked on Zoho CRM and other Zoho softwares like Zoho projects and creator. Along with inventory software for data syncing. Inventory softwares like Big Commerce, Dear Inventory, Unleashed Inventory. 3. Created the Data flow from WordPress to Zoho Crm.
£55 GBP en 5 jours
5,0 (21 commentaires)
4,7
4,7
Avatar de l'utilisateur
Hi, Professional Certified SalesForce Developer can help you in Salesforce CRM setup and mapping , can start by the time you hire. Do have a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization and many more. I have deep expertise in Lightning UI, Lightning components, Lightning App Builder, Lightning Design System. I can help you deliver a modern smart experience across every device, easily modifiable and existing customization, Extend or build new apps with the Lightning App Builder and Lightning Components. My Salesforce skills -- Salesforce CPQ/ Service Cloud/ Community Cloud/ Lightning Task/ API Integration/ Configurations & Customization/ App Development/ App Exchange /Product Setup/ Configuration/. -- Comfortable with any Project Management tool or repository. Let's connect and we can have a quick discussion regarding your requirements and can share details regarding what I have for you. Waiting to hear from you soon and be a part of your success!! Thanks!
£135 GBP en 7 jours
4,4 (19 commentaires)
4,9
4,9
Avatar de l'utilisateur
I have proven success Aiming to get associated with a organization that gives me scope to update my knowledge accordance with the latest trends, and where I can effectively contribute my skills Relevant Skills and Experience I have 5 years of experience in freelance work.
£150 GBP en 3 jours
0,0 (0 commentaires)
0,0
0,0
Avatar de l'utilisateur
I lead a team of professionals Salesforce developers and we are proficient in handling projects based on Salesforce. We have completed several projects on Salesforce. We are excellent in Salesforce. Relevant Skills and Experience I lead a team of professionals Salesforce developers and we are proficient in handling projects based on Salesforce. We have completed several projects on Salesforce. We are excellent in Salesforce.
£150 GBP en 3 jours
0,0 (0 commentaires)
0,0
0,0
Avatar de l'utilisateur
I am a knowledgeable and hard-working person with a skill set for Salesforce and can help you with your migration process Relevant Skills and Experience I have made a banking system on Salesforce by using it's various functionalities
£133 GBP en 5 jours
0,0 (0 commentaires)
0,0
0,0

À propos du client

Drapeau de UNITED KINGDOM
Northampton, United Kingdom
5,0
4
Méthode de paiement vérifiée
Membre depuis sept. 13, 2018

Vérification du client

Merci ! Nous vous avons envoyé un lien par e-mail afin de réclamer votre crédit gratuit.
Une erreur a eu lieu lors de l'envoi de votre e-mail. Veuillez réessayer.
Utilisateurs enregistrés Total des travaux publiés
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Chargement de l'aperçu
Permission donnée pour la géolocalisation.
Votre session de connexion a expiré et vous avez été déconnecté. Veuillez vous connecter à nouveau.