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Freshsales Customization Guru Needed

$750-1500 USD

Closed
Posted 2 months ago

$750-1500 USD

Paid on delivery
I'm seeking the expertise of a proficient Freshsales user to assist in thoroughly customizing my platform. My needs are specified but not limited to: - Developing Custom Fields: To help streamline my sales process, I require custom fields that track the 'sales stage' manifestation in my Freshsales account. A basic understanding of sales processes and how sales stages operate would make you an ideal candidate for this role. - Streamlining Workflow Automations: Automation is key to efficiency in any sales process. Therefore, I am seeking help in automating some functionalities on my Freshsales account. These include: automating the assignment of leads to the most appropriate sales rep, scheduling of follow-up actions based on certain triggers, and incorporation of trigger-based actions. This would involve creating certain actions that are automatically initiated based on specific set triggers. Your experience in working with Freshsales, CRM systems in general, or within a sales role will be integral to the execution of these tasks. Process-driven problem solving, attention to detail and an understanding of sales funnel stages are the key skills required to actualize this project.
Project ID: 37836519

About the project

28 proposals
Remote project
Active 1 mo ago

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28 freelancers are bidding on average $1,161 USD for this job
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With over a decade of experience and a proven track record in Full Stack Development, WordPress, Mobile App Design, and more, I have successfully delivered over a thousand projects to organizations of all sizes. I specialize in customizing Freshsales platforms to enhance efficiency by developing custom fields and streamlining workflow automations. By understanding your specific sales stages and automation needs, I can create tailored solutions that align perfectly with your business requirements. Let's discuss your ideas and deadlines to ensure a smooth project execution. Your satisfaction is my priority – let's collaborate to elevate your Freshsales platform and improve your sales processes.
$1,350 USD in 5 days
5.0 (344 reviews)
8.8
8.8
User Avatar
As an experienced digital marketer and software architect, I am confident that my skills are highly applicable to your project to enhance your Freshsales account. Having worked with large companies previously, I've gained valuable insights into sales processes and CRM systems, including Freshsales. Therefore, developing custom fields to track sales stages is right up my alley. Not only can I ensure streamlined sales tracking through customized fields, but my holistic knowledge of the sales funnel will also play a significant role in driving this process efficiently. Automation is another key area where my expertise aligns with your needs perfectly. My proficiency in JavaScript makes me competent in automating tasks based on specific triggers, like lead assignment and scheduled follow-up actions. This would significantly improve your team's efficiency by eliminating manual interventions. Additionally, being a self-motivated problem solver with attention to detail, I can guarantee that all the processes I automate will be precisely aligned with your requirements.
$1,125 USD in 7 days
5.0 (607 reviews)
8.5
8.5
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Hi there, I checked your requirements and it looks like something we can easily make. I have a few questions regarding the requirements. Can we discuss it in detail? Please check out Wordpress Portfolio here https://docs.google.com/spreadsheets/d/1ynmagt81LkHLdLr7IdzxDoqe6UVfwVxOpRy7oFE8Sic/edit#gid=839227087 So, what do you think? Could we be a match? If so, reply and let’s chat!
$1,500 USD in 30 days
4.9 (277 reviews)
8.4
8.4
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I am experienced in customizing Freshsales and CRM systems. My expertise includes developing custom fields to streamline sales processes and automating workflow functionalities. With a process-driven problem-solving approach and attention to detail, I can execute your specified needs efficiently. My background in sales roles equips me to understand and leverage sales funnel stages for this project.
$1,275 USD in 10 days
5.0 (134 reviews)
7.5
7.5
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With my vast experience in software development and a deep understanding of Freshsales and CRM systems, I believe I am the perfect fit for your project. Over the years, I have crafted numerous custom fields, streamlined automation workflows, and incorporated trigger-based actions, all with the goal of enhancing sales processes for my clients. That coupled with my penchant for user-centric design (UX/UI) ensures that any customization I implement will optimize your sales funnel at every stage while maintaining a delightful user experience. Having honed my problem-solving skills across various domains, I am well-prepared to tackle any challenges that may arise during this project. I am highly proficient in a wide array of technologies from Java to Reactjs, which will be invaluable as we develop and enhance the functionalities in your Freshsales account. Throughout our collaboration, I promise you personalized attention and clear communication to ensure that we are always on the same page regarding your requirements. In conclusion, my proven track record of delivering bug-free code within project timelines is testament enough that choosing me for this task is making an investment that guarantees exceptional results at competitive pricing. For a more comprehensive picture of what
$1,000 USD in 20 days
5.0 (30 reviews)
7.7
7.7
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With my expertise in WordPress and Web Development Technologies, I am ready to customize your Freshsales platform. From developing custom fields to streamlining workflow automations, I will ensure your sales process runs smoothly. Let's start right away. Regards, Pooja
$1,125 USD in 3 days
5.0 (302 reviews)
6.9
6.9
User Avatar
HI Conrad, can you provide more details about your current sales process and the specific custom fields and workflow automations you require? Are there any third-party integrations or external systems that need to be connected to your Freshsales platform? I have reviewed your attached file and understood your requirements. I will help you to customize your Freshsales platform, I will begin by conducting a thorough analysis of your sales processes and CRM requirements. Based on this analysis, I will develop a customized plan to implement the necessary custom fields and workflow automations to streamline your sales process effectively. I will provide regular updates on progress and seek feedback to ensure that the customizations meet your expectations. Let's discuss the intricacies of project including budget and timeline to ensure successful and timely implementation. Thankyou, Muhammad Abrar Portfolio will be shared via chat
$1,155 USD in 25 days
4.9 (23 reviews)
6.7
6.7
User Avatar
Hello. I am an experienced Freshsales developer with more than 8 years of experience in CRM systems and workflow automation. I am confident that I can help you customize your Freshsales platform to streamline your sales process. To clarify the requirements, I kindly request the following information: 1. Can you provide a detailed list of the custom fields you require for tracking sales stages? 2. Do you have specific triggers in mind for the workflow automations? 3. How many sales reps do you have, and how do you currently assign leads to them? 4. Are there any specific integrations or third-party tools you use alongside Freshsales that need to be considered? Let's have a quick chat session to discuss the project thoroughly. I look forward to connecting with you to enhance your Freshsales experience and boost your sales efficiency.
$1,100 USD in 10 days
5.0 (21 reviews)
5.9
5.9

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Flag of UNITED STATES
Brooklyn, United States
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Member since Mar 4, 2024

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