Salesforce Setup for Small Team

$750-1500 USD

Concluído

Publicado há 3 meses

$750-1500 USD

Pago na entrega

I need a basic Salesforce setup for 3 users. The system should be tailored to our immediate requirements but flexible enough for future expansion into marketing, pricing, and advanced reporting. Essential Features: - Customized stages for Lead, Opportunity, and Closed stages - Basic reporting capabilities: - Sales performance reports - Pipeline reports - Reports based on simple calculations derived from records - Calculation fields: - Total sales amount - Average deal size - Additional calculations to be discussed Ideal Skills and Experience: - Proven experience in setting up Salesforce for small teams - Strong understanding of Salesforce customization, especially in creating stages and reports - Ability to create calculation fields and discuss complex requirements - Good communication skills for discussing additional calculations Please provide examples of previous work and estimated timelines.

CRM

Salesforce App Development

Salesforce Lightning

Salesforce Marketing Cloud

Salesforce.com

ID do Projeto: 39967634

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5 propostas

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Ativo há 3 meses

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@arhamsoftltd

** Salesforce Official Partners - [login to view URL] ** Hello, We have in-house certified Salesforce professionals. We can set up a complete Salesforce environment tailored to your 3-user team with the customization and flexibility you need. We specialize in Salesforce implementation for small teams. We will configure your stages, build the reporting structure you need, and discuss additional calculation requirements to ensure everything matches your workflow perfectly. We can have your basic setup complete within 8-9 business days, with reporting and calculations finalized after our requirements discussion. We are ready to review your specific stage names and calculation needs right away. Let's chat. Best regards, Adil Irfan

$1.500 USD em 9 dias