Check out what sales process automation brings to companies engaged in B2B complex sales, B2B transactional sales, and B2C sales.
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We are in the process of switching from Salesforce to a new CRM system, which will be designed more for our business model. But we need someone who can make sure that all accounts, contacts and logs, contracts are included.
The Sales team would like to optimize their opportunity-to-close process by creating mandatory hand-off notes between SDR to Sales and updating the entry/exit criteria when opportunity is moved from one stage to the next. Some of the features requested are: 1. For SDR-to-Sales handoff → there are prospecting notes that are required when moving stage from Prospecting to Qualifying stage 2. When AE moves the opportunity from one stage to another, a pop-up screen may appear that asks AE questions to fill-out when applicable. Some of the questions from the pop-up screen are mandatory and some are not. ● Describe how you would handle this project using Software Development lifecycle (SDLC) methodologies ● Discuss some considerations that need to be clarified to build the solution f...
Regarding this project, we need a technical professional who is capable in setting up new invoice template in Salesforce (elements needed will be provided), this may require both English and Spanish in the template. Then the most important part of this project is API integration, which is to link our salesforce account to a company in Spain, this may require your IT skills on this task, integrate our data to build a unified view of the customer.
We require a freelancer who is able to provide support on Mailchimp and Salesforce database cleanup. He/she is required to present their expertise through share screening during the interview. Please send us your resume via the chat function to be considered.
Hi, The candidate should have 4+ years of exp. Hands-on experience on Salesforce CPQ (2+ years ) Get in touch with me on call/ what's app: +91 (Removed by Freelancer.com admin) Salary: 1.4 lac/month Duration : 12 months Thanks, Akshay
Looking for someone fast to send messages. Someone that knows spanish ONLY. Sales force experience a plus but not required
I would like to implement service cloud voice with partner telephony Amazon Connect. I am checking if there is someone who has experience in this implementation.
Hi, Do you know how to fix something with this error message? There was an error converting the lead. Please resolve the following error and try again: OpportunityTrigger: execution of AfterInsert caused by: : Record is read-only : line 34, column 1 Class.RelateOppToMonthlyRevenueTarget.: line 9, column 1 : line 3, column 1
We desire to change the layout and sequence of qualifying in our online salesforce subscription. It is an enterprise edition. We realize there is a not for profit version we would like to find out about. Fort Myers, Faith-based charity, rescue children,
We have exported Salesforce data from an account that belonged to a former 3rd party consultant. We would like to establish our own Salesforce account with this data. Goals would be as follows: - Evaluate the data and assist us in deciding which Salesforce package is required. - Migrate the data into our new Salesforce account.