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 Pro Version

- only 1 user

- make sure web leads are integrated with SalesForce for 2 websites.

- 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 customized fields


Habilidades: CRM, Marketing, Vendas,

Veja mais: sales training jobs, salesforce marketing jobs, pipeline jobs, phone sales jobs, only sales jobs, marketing jobs list, list of sales jobs, list of marketing jobs, list of jobs in marketing, list of freelancer jobs, jobs in the marketing industry, jobs in marketing sales, interpreting jobs, integrated marketing jobs, freelancer version 1.1, freelancer sales jobs, freelancer phone numbers, freelancer list of jobs, freelancer jobs websites, freelancer jobs for excel, freelancer date and time, freelancer contacts list, freelancer configuring, different sales jobs, different marketing jobs

Acerca do Empregador:
( 5 comentários ) Makati, Philippines

ID do Projeto: #6809086

Concedido a:


Hi, I am a Salesforce Certified Administrator with over 7 years of experience in Salesforce Customization and configuration.I have experience in automation of emails/templates using third party apps like Conga, work Mais

$166 USD em 5 dias
(4 Comentários)

13 freelancers estão ofertando em média $148 para esse trabalho


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$250 USD in 3 dias
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Hello, Greetings of the day. We are small of team of CRM Consultants. We have extensive experience of working in [login to view URL] . We are a bunch of Certified Salesforce Developers and Administrators. We have been Mais

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Worked on salesforce end to end applications. Certified SFDC ADM 201,DEV 401 and Sales. Have good experience on setting up the salesforce instance and developing it using configuration and customization.

$45 USD em 1 dia
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What you need can easily be done with [login to view URL] very quickly and at very low cost. Contact me and I can show you a demo. Use [login to view URL] to build a website and web apps using powerful drag and drop w Mais

$30 USD em 1 dia
(1 Comentário)

Hello, I am a Salesforce certified developer and administrator having 3 years of experience working on [login to view URL] platform. I have worked on end to en implementations of various Salesforce projects across differ Mais

$50 USD in 3 dias
(0 Comentários)

Fulfill all requirement of initial setup and configuration of Salesforce to suit our needs and upload of existing [login to view URL] and

$111 USD in 5 dias
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Introduction Overview Webbounty Solutions will develop a custom Salesforce CRM app About Us Webbounty Solutions is a contemporary Salesforce CRM App design and development company with a focus on user-cente Mais

$155 USD in 3 dias
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I am certified salesforce Admin/Advance Admin/Developer. Give me a chance to work with you and I will provide you the best support.

$155 USD in 5 dias
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Linkedin : [login to view URL] Hi, Hope you are doing great. I am a 401 Certified Salesforce expert with experience in almost all aspects of Have done multiple projects on [login to view URL] gain Mais

$111 USD in 5 dias
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I am project delivery lead taking care of end of end projects in salesforce and can help you best in this.

$222 USD in 3 dias
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201 and 401 SF certified resource here. You can verify it on [login to view URL] Looking forward to assist on this one. Daily I can contribute 4-5 hours and complete work in 7 days based on daily communicat Mais

$194 USD in 7 dias
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Step 1: Conference via phone or web conference to discuss requirements Step 2: Work a development sample and meet for approval Step 3: Deploy changes and data into production

$215 USD in 3 dias
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