Salesforce CRM - initial configuration and upoad of data

We require initial setup and configuration of Salesforce to suit our needs and upload of existing data.

The successful freelancer will be experienced at interpreting the needs of users who are new to Salesforce and have the ability to configuring Salesforce accordingly. Ideally the Freelancer will have undertaken some Salesforce certified training.

From my understanding, we require only a basic level of configuration.

At this initial stage we require Salesforce to assist us to:

- list details of contacts: name, company, phone numbers, email addresses etc.

- record details of potential leads and jobs including value

- track date and details of previous contact with contacts and leads

- record date of next contact with contact or lead

We also require Salesforce to be configured to provide reports such as:

- details of contacts and leads from previous month (or other time frame)

- contacts and lead to be followed up in upcoming month (or other time frame)

- value $ of work in pipeline

Other details that my be relevant:

- Salesforce group edition

- only 2 users

- upload approximately 1500 contacts from excel file

- upload approximately 200 leads from excel file

- excel files will require some configuration to suit Salesforce fields

- contacts and leads will need to be separated in to several different groups by industry

- require customised fields

Following this initial configuration we may require some training and it is likely there will be ongoing customisation or modification of the system required as we learn more about it like mass email or auto-responding. For example:

- libraries of standard documents

- integration with mobile devices

- integration with outlook

- etc

These services can be considered separate (excluded) from this initial engagement


Compétences : CRM, Marketing, Ventes, Salesforce.com

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Concernant l'employeur :
( 5 commentaires ) Surry Hills, Australia

Nº du projet : #1663258

Décerné à:


Please see the inbox for the Project Implementation details

$16 AUD / heure
(1 Évaluation)

15 freelance font une offre moyenne de $18/heure pour ce travail


Hello, Please refer your Inbox for my experiences with Salesforce and more details. Thank you.

$20 AUD / heure
(42 Commentaires)

We are CRM Expert team here.

$25 AUD / heure
(28 Commentaires)

Dear marcnicholas, Greetings! Highly experienced with [url removed, login to view],zoho crm,sugarcrm ect. Kindly refer to your private message box for further details. Thank you.

$15 AUD / heure
(11 Commentaires)

Hi, Im a salesforce certified administrator and consultant both for the service and sales cloud. I have over 4 years expertise with [url removed, login to view] implementations for the most diverse size and industries companies. Plus

$20 AUD / heure
(6 Commentaires)

I have over 5 years experience in Salesforce configuration and data migration. I can guarantee 100% satisfaction.

$22 AUD / heure
(0 Commentaires)

we are highly experienced programmer team for salesforce CRM application development please check your PMB thanks.

$24 AUD / heure
(0 Commentaires)

Hello, Request you to Please refer your Private message inbox for my experiences with SFDC and more details. Thank you

$15 AUD / heure
(0 Commentaires)

SFDC certified developer and data migration expert

$15 AUD / heure
(0 Commentaires)

Hi, I am salesforce certified professional from INDIA, having extensive working knowledge in Apex and VisualForce. I have leveraged this knowledge extensively to create Custom [url removed, login to view] Apps, and writings numerous Plus

$15 AUD / heure
(0 Commentaires)

Hello, Thank you for posting the job details. Salesforce Experience: I have over 280 oDesk hours and 3 years of experience working on Salesforce assignments helping firms set up and implement Salesforce account Plus

$15 AUD / heure
(0 Commentaires)

Hi there, I have been working with salesforce CRM for the last 3+ years. I am well versed with initial setup of salesforce which includes setting up leads, campaigns, contacts, accounts etc. I am also familiar with Plus

$22 AUD / heure
(0 Commentaires)

I have team of Expert Designers and Developers that can work for you, We can provide you Quick and Quality Work.

$15 AUD / heure
(0 Commentaires)

Hi, Based on the initial assessment you need help in setting up Account & Contact management, lead assignment & process setup with contacts & leads data loading. You might also need the Web 2 Lead to be setup for yo Plus

$15 AUD / heure
(0 Commentaires)

We are a software consulting company focused on CRM implementation, upgrade, migration and integration projects. We have over 10+ years of experience in CRM projects.

$15 AUD / heure
(0 Commentaires)