Salesforce.com Jobs

I’m looking for someone who can take two fresh accounts—GoHighLevel and Jobber—and turn them into a tightly connected workflow that captures leads, nurtures them, converts them into scheduled jobs, and closes the loop with invoicing and follow-up marketing. In GoHighLevel I need: • Funnel and form assets for lead generation that drop straight into a clearly defined sales pipeline. • Full CRM configuration—custom fields, tags, opportunities, and dashboards—so every new inquiry is tracked from first touch to payment. • Automated email / SMS campaigns that kick in at each pipeline stage, including post-service review requests. In Jobber I need: • Service calendar, job templates, and crew assignments set up so my team can schedule work wi...

I have a GoHighLevel account that needs deeper, code-level adjustments so it can talk seamlessly with my own community system, which I use as a CRM. The native “Integrations” module won’t cover what I want, so I’m after a developer who can dive into the GHL API, webhooks and any necessary middleware to build a reliable two-way sync—contacts, tags, pipeline stages, notes and basic custom fields. The work is limited to the Integrations portion only; no changes to Dashboards or Automations are required right now. Although premade connectors exist for Salesforce, HubSpot and Zoho CRM, my goal is to replicate that same smooth experience for my proprietary platform. What I expect from you • Map out the data flow between GoHighLevel and my community system, hi...

I have a prospect in Saudi Arabia who wants to see a live CRM demonstration, and I currently lack an internal subject-matter expert to lead it. I need you to step in as my pre-sales resource, shape a concise story around the product, and run a polished demo for their sales team. The exact platform is still open, so I am counting on your breadth of experience—whether that is Salesforce, Microsoft Dynamics, HubSpot, or another mainstream CRM—to advise me on the best fit and then showcase it convincingly. You will first join me for a short discovery call to confirm the prospect’s sales workflow, pain points, and any regional considerations. From there, you will spin up (or tailor) a demo environment, script the journey from lead capture to closed deal, and emphasise feature...

I need a confident cold-caller who can open doors with small businesses and spark their interest in two core offers: our Zoho automation packages and our custom website design service. You’ll be responsible for sourcing or polishing call lists, making the calls, handling objections, and booking qualified appointments into my calendar. I’ll have marketing collateral ready, but I’m counting on you to refine the phone script, track every touch in Zoho CRM, and keep detailed notes so I can seamlessly pick up the conversation. Please attach a detailed project proposal that explains: • how many calls you can realistically complete per day, • the cadence you follow for follow-ups, • any tools you prefer to dial or record (I’m on Zoho CRM and open to RingCen...

I need an advanced HubSpot sales admin assistant to help streamline my sales process. Key tasks include: - Managing contact lists - Setting up email campaigns - Generating sales reports - CRM management Ideal skills and experience: - Advanced proficiency in HubSpot - Strong organizational skills - Experience in a sales admin role - Familiarity with various sales methodologies is a plus

I handle our finance operations in SAP and need a dependable specialist to step in on three fronts: • End-to-end invoice processing: enter, code, and post vendor and customer invoices inside our SAP instance with absolute accuracy and correct tax treatment. • Ongoing payment tracking: monitor due dates, release payments once approved, and keep ageing reports up to date so nothing slips. • Dispute resolution: investigate mismatches or short-pays, liaise with vendors or internal teams, and clear items quickly to keep the ledgers clean. Alongside the payables and receivables work, I also need all bank accounts—currently more than five—reconciled each month. That means matching every transaction, flagging unreconciled items, and delivering a clear reconciliat...

I need an expert to integrate ZOHO CRM with our existing systems. Essential Functions: - Email marketing - Lead management - Sales automation Experience with custom workflows is a plus.

I’m ready to scale our early-stage startup’s sales force and need an experienced freelance recruiter who has already filled entry-level B2B sales roles. Your mission is to source, screen, and present energetic reps who understand customer relationship management and can deliver persuasive sales presentations from day one. What success looks like here is simple: each candidate you place must accept our offer and start on-time; you receive your agreed fee immediately per successful hire. I’ll handle onboarding and training internally—you own the talent pipeline end-to-end. Feel free to tap LinkedIn Recruiter, your own ATS, or any creative sourcing channels, as long as the talent fits our brief. Deliverables per hire: • Short-listed résumé stack wi...

I am looking for a freelancer to help me set up a complete lead generation and CRM system for my real estate business in Florida. Current situation: I generate leads through Instagram (Reels and DMs), mainly using ManyChat. I already have: ManyChat Pro Instagram/Facebook business account Active content generating reach and engagement However, I currently do not have a reliable system to properly capture, store, and follow up with leads. Objective: Build a fully functional system that converts Instagram traffic into qualified real estate leads and tracks them through a CRM. What I need help with: CRM Setup (GoHighLevel preferred or similar) Set up pipeline for real estate leads (Buyer / Investor / Relocation) Configure contact fields, tags, and stages ManyChat Integration Connect Man...

I'm seeking an experienced Business Central specialist to help with customization, specifically in reporting and analytics as well as workflow automation. Key Requirements: - Customize reporting and analytics, including: - Developing custom reports - Integrating data with other tools - Customizing workflow automation to enhance operational efficiency Ideal skills and experience: - Proficiency in Microsoft Dynamics 365 Business Central - Strong background in reporting tools and data integration - Experience with workflow automation - Ability to understand and translate business needs into system customizations

I need a seasoned Zoho One consultant to roll out the entire platform for our multi-campus education group in India. My immediate priority is end-to-end help with Zoho One itself—from licensing and architecture through to post-go-live support—so please make that the centrepiece of your proposal. Scope Our Admissions department will go live first. Within that launch we expect a fully customised Zoho CRM for enquiries, applications, and student lifecycle management, automated workflows that mirror our admission stages, and a Creator-based portal where applicants can track status. Once that is stable we will layer in Desk for help-desk tickets, HR approval flows, finance integrations, and any other department we choose to onboard. Key expectations • Complete Zoho One set-up...

I'm looking for an expert to help create and integrate Zapier workflows. The goal is to automate various tasks and synchronize data across multiple platforms. Key Requirements: - Integrate with CRM software, email marketing tools, and project management tools. - Automate actions such as: - Data synchronization - Task notifications - Lead generation Ideal Skills and Experience: - Proficient in Zapier - Experience with CRM, email marketing, and project management tools - Strong automation and workflow design skills - Ability to understand and implement custom automation needs Please provide examples of similar projects you've completed and your approach to setting up these workflows.

More details: What specific SAP ByDesign communication arrangements have you configured? Both inbound and outbound communication (I want someone to to resolve SAP ByDesign communication arrangements and other setups, currently when I push create invoice via API, the invoice appear in requests as inconsistent and the values on the invoice are 0 even though I passed values) What information should successful freelancers include in their application? Past work How soon do you need your project completed? ASAP

I need help importing data into Salesforce from CSV files. The data includes: - Contacts - Leads - Opportunities The dataset is between 1,000 to 10,000 records. Ideal skills and experience: - Proficiency in Salesforce - Experience with CSV data import - Attention to detail to ensure data accuracy Looking for a freelancer who can complete this task efficiently.

I’m moving our accounting and finance workflow into Zoho and need Zoho Inventory configured from scratch as soon as possible. The account is already created; what’s missing is the full-scale setup that lets my team start recording stock, purchase orders, and sales invoices without hiccups. Here’s what I expect once you’re done: • Company profile completed and taxes, currencies, and units defined • Opening stock imported from my Excel sheet and aligned with SKU codes • Automated reorder points, composite items, and warehouse locations set up • Integrations activated with Zoho Books (existing org), online sales channels, and Stripe • Two custom templates for invoices and packing slips matching our branding • Brief hand-off sess...

Proxy for Salesforce Admin certification.

I need a seasoned Zoho CRM consultant who can jump in right away and bring my sales team fully up to speed. We already have the system running; what’s missing is the practical, day-to-day know-how that lets reps log calls, track deals, and build reports confidently without leaning on ad-hoc tips. Your mission is two-fold: teach and support. I want concise, live sessions (remote is fine) that walk the team through our actual pipeline, combined with follow-up materials they can reference after the call. Once training is complete, I’d like short-term on-call help to tackle the inevitable “how do I…?” questions that pop up while new habits form. Deliverables • Two to three instructor-led sessions tailored to our workflow (recorded for replay) • Qu...

Project: Zoho CRM + Inventory + Books Implementation – Demo Required to Bid Timeline: 10–12 Weeks Project Overview We need an experienced Zoho implementation partner to configure and integrate Zoho CRM, Zoho Inventory, and Zoho Books for a solar energy distribution company with 100 users across Sales, Operations, and IT teams. Scope of Work Zoho CRM 3 custom sales pipelines, lead source setup (calls + digital), custom fields, role-based permissions for 100 users, ~3,000 contact migration from Excel, automated lead assignment, follow-up reminders, sales dashboards Zoho Inventory 4-warehouse configuration, 2,400 SKU catalogue (400 active), kit/bundle setup, daily dispatch workflow, 3PL logistics integration, reorder alerts, real-time stock monitoring per warehouse Zoho Books F...

I have data and background information that need to be distilled into a polished, easy-to-read report. The subject matter and final layout are still flexible, so I’m open to your suggestions on the most effective structure, tone, and visual presentation. What I need from you is the full end-to-end production: clarifying the report’s objective with me, outlining the key sections, writing or refining the narrative, designing tables / charts where they add value, and delivering a clean, professionally formatted file. If you have expertise in turning raw figures or notes into clear executive summaries, that’s exactly the skill set I’m after. We’ll agree on the preferred software (Word, PDF, Excel, or a combination) once you’ve reviewed the material and...

I’m expanding my line of over-the-counter medicines and need a sales professional who can open doors with importers and distributors. Your mission is two-fold: create a steady stream of qualified leads and handle every inquiry those prospects send our way. I’ll supply the product dossiers, price lists, and regulatory certificates; you bring the network, persuasive outreach skills, and a disciplined follow-up process in your preferred CRM—Salesforce, Zoho, HubSpot, or even a rock-solid Excel tracker works for me. Experience in pharmaceutical sales is essential because you’ll be speaking with wholesale buyers who expect confident answers on compliance, shelf-life, and shipping terms. Phone, email, and LinkedIn outreach are all acceptable as long as you stay within ...

Our Service Cloud org is live with case management, automated work-order creation, LWC dashboards, and AI-driven prioritisation, yet the technician assignment piece inside the work-order lifecycle is still too brittle. The existing Apex and Flow logic works, but it has become overly complex, hard to maintain, and occasionally sends jobs to the wrong skill set when multiple constraints overlap. Here is the current state at a glance: • Apex classes decide which queue or individual picks up the work order. • Flows update entitlements, turn SLAs into milestones, and trigger child work-orders. • Agentforce recommendations surface, but they are not always respected when the custom logic runs. What I need now is a streamlined, auditable assignment engine that: 1. Evalua...

I need a seasoned strategist to sharpen our brand position and translate it into measurable sales growth for our global clinical services company. Sales is the immediate focus, so every recommendation must clearly tie back to revenue impact—whether that means tightening our value proposition, refining messaging for physicians and hospital administrators, or mapping a more effective customer journey. The assignment centres on brand strategy: auditing what we have, identifying competitive white-space, and packaging a story that shortens sales cycles. I am expecting: • A concise brand audit with competitive insights • A positioning framework and messaging hierarchy ready for our commercial team • A 90-day go-to-market playbook with KPIs, channel mix, and sample outr...

I’m launching a new initiative aimed squarely at medium-sized businesses and need a B2B specialist who can design a clear, results-oriented plan for reaching this audience. Your role starts with a swift assessment of the offer (details shared after NDA) and builds out into practical recommendations on messaging, channels, and execution. Please outline in your proposal: – The overarching strategy you’d employ to capture the attention of mid-market decision-makers – The concrete items you will deliver (for example: positioning brief, outreach copy, landing page framework, email or LinkedIn sequences, light automation set-up) – How you will measure success and report results back to me An initial roadmap is expected within the first week so we can refine sc...

Busco closers freelance para un proyecto en fase de validación dentro del sector inmobiliario. El servicio es un sistema automatizado que ayuda a agencias inmobiliarias a no perder leads (respuesta inmediata, cualificación y seguimiento automático). Rol: – Contactar agencias inmobiliarias (leads proporcionados) – Detectar problemas en su gestión de leads – Agendar segunda llamada – Cerrar la venta si hay oportunidad Modelo: – 100% comisión – 15% por cierre – ticket: 789€ + 300€/mes Fase actual: – Validación (ejecución rápida, sin procesos complejos) – Objetivo: obtener feedback real + primeros cierres en pocos días Requisitos: – Experiencia en llamad...