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Consistent Data capture Excel sheet for field sales teams

£20-250 GBP

Completed
Posted over 7 years ago

£20-250 GBP

Paid on delivery
We have sales teams around the world and we want to give them a way of capturing, line by line, leads which they get from visits and from trade fairs. This needs to be offline - so Excel/Google sheets etc So the data can be bought into Salesforce as quickly as possible the fields in the sheet need validation and consistency which cannot be over ridden by the user and can be checked against a source - eg Country selected by the user needs to result in a Country ID which the uploader will use.
Project ID: 11348535

About the project

24 proposals
Remote project
Active 8 yrs ago

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I can do exactly what you need. I'm a computer science professional with a PhD degree and extensive experience in automation of data acquisition, processing, analysis, and presentation in Excel using custom macros (VBA scripts), pivots, filters, and other advanced tools. I've done a lot of similar work where the goal was to create a form for a user to input information in a certain standard format which the user couldn't mess up even if they wanted. Please see reviews on my profile. It would be my pleasure to do your project. Please contact me to discuss the details. Please have a look at some Excel projects I've done: https://www.freelancer.com/projects/Excel/Build-Excel-reports-dashboard/ https://www.freelancer.com/jobs/php/Need-excel-plugin-convert-USD/ https://www.freelancer.com/jobs/Excel/Need-covert-very-large-dat/ https://www.freelancer.com/jobs/Excel-Mathematics/Convert-math-proofs-Excel-formulas/
£140 GBP in 3 days
4.7 (131 reviews)
6.7
6.7
24 freelancers are bidding on average £147 GBP for this job
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EXCEL/VBA expert at you service. Consider it done. Check my past reviews for your reference. Eagerly waiting for your reply so that i can start with the implementation.
£150 GBP in 2 days
4.9 (328 reviews)
7.6
7.6
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So, we are going to build a sales tool for your sales team to analyze. You will export CSV from salesforce? We can build a dashboard and an analysis tool in Excel. Lets talk.
£250 GBP in 4 days
5.0 (104 reviews)
6.7
6.7
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Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. They speak for themselves. Best regards
£150 GBP in 3 days
4.9 (137 reviews)
6.5
6.5
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Hi: Thanks for the clarification. I understand that you want an Excel based macro which can validate the data entered by your sales team and create an output file with fields that could be easily uploaded to your CRM. Please note that I have 100% completion rate and 5 star feedback on projects. Please connect with me to discuss your requirements in detail.
£111 GBP in 4 days
4.9 (120 reviews)
6.6
6.6
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Dear Sir/Ma'am, I am a Web research, Data Entry & Webs Scrapping expert. I checked and understood your requirements. I can handle this job very well to your appreciation. I can find and extract the information from different websites into an Excel sheet. I am ready to hear the details of the project more in detail now. I have always created a long-term collaboration with my clients through hard work and quality output for a reasonable price. If you have questions or doubts about anything, please feel free to ask me. Sincerely, Mir
£150 GBP in 3 days
4.9 (116 reviews)
6.4
6.4
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Hello there, I reviewed the spreadsheet template you shared and also the requirements description. I would propose that we create a template that will have the data entry sheet with some field level validations like say for country to be selected from a list. In addition to that, there would be a validation feature that will allow the person to validate the list before they 'Submit' it. Now, once it is submitted (it will reside in a new sheet that will be accessible only to the uploader and will have the meta information as well like Country ID). The uploader will be able to validate it again and also generate a Salesforce compliant format. All this will be done on a few button clicks and the users would find it very easy to work with this template. I am an expert in creating spreadsheet templates for business use and have been highly rated and recommended by my clients for the quality work I do. Please drop a message to me if you would like me to work on this project for you and we may discuss the next steps. Look forward to hear from you and thank you for considering my bid Best Regards, Rishi (Automyze Consulting)
£116 GBP in 5 days
4.9 (120 reviews)
6.3
6.3
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Hi, I have more than 14 years of VBA/Excel exp and I am expert in this kind of work. I have completed more than 270 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive response. Thanks.
£150 GBP in 10 days
4.8 (108 reviews)
6.2
6.2
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HI I am an excel-vba Expert and I can help you with your project pm me to discuss more ..........................................................................................
£222 GBP in 7 days
5.0 (29 reviews)
5.1
5.1
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Available now to contact in chat and to start the project. Also please do look at my portfolio for my past work and 100% satisfied reviews from earlier projects Quickest delivery time than anyone who will bid. You can be rest assured the quality of the project will be top class and will be delivered as per the timeliness. Also I will be available for any modifications which you require during the project.
£28 GBP in 3 days
4.8 (100 reviews)
5.2
5.2
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Hi. I have about 15 years of programming experience. Mostly I used C, C++ and C# for my projects development. Let's discuss details of the projct.
£250 GBP in 4 days
5.0 (10 reviews)
4.2
4.2
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Greetings Hiring Manager! I have 17+ years experience in using Excel as part of my daily work life. In the process I have implemented lot of automation similar to what you are expecting. In fact, over the last MONTH , I have spent at least 200 HOURS on automation in Excel. I can get your work completed within a day. Looking forward to hearing a positive response from you. Thanks in advance! Have a Great Day! Srinivasan Krishnamoorthi
£24 GBP in 1 day
4.8 (25 reviews)
4.3
4.3
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I have very good expertise in Excel - macros, automation, validation. Also I have fair knowledge on Salesforce CRM, and a bit exposure to Zoho CRM. Per the description the leads needs from multiple sources needs to be validated before getting uploaded into Salesforce CRM. Being offline this can be provided by giving a template to the team, which will restrict the invalid values like countryid being entered into the Excel. Once the teams fill in and send the consolidaton can happen and upload into Salesforce.
£70 GBP in 3 days
5.0 (20 reviews)
4.0
4.0
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Please see our profile page for more information.
£277 GBP in 1 day
0.0 (0 reviews)
0.0
0.0
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A Graduate of the prestigious institute NIT Jaipur, I have a vast area of expertise in Salesforce development and administration. I am currently an employee in one of Salesforce's partner company. I have had a handful of experience working in all the areas of Cloud (Custom, Service and Sales). I have been serving good clients for the past two years and my work includes consultancy, development and QA (Unit Testing). I am fully confident that I can deliver you high quality material within the earliest possible time and also at a reasonable price.
£100 GBP in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED KINGDOM
London, United Kingdom
5.0
2
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Member since Apr 25, 2012

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