Salesforce.com Jobs

We need a specialist to deliver a user-friendly, customizable orientated dashboard that pulls and represents data in real-time using Python and Salesforce. This task will require: - Tracking and visualizing loan applications, sales revenue (interest income), and franchise performance among other metrics. - Representation of fintech franchise lender-related metrics such as concentration by brand, average loan amount across our portfolio, target brands, US state-wise brand distribution in our franchise portfolio. - Highlighting lead conversion rates and time intervals from application to funding and status updates on total applications, approvals, declines, and those pending. - Displaying data in the form of bar charts, line graphs, and pie charts for a comprehensive understanding and clea...

I am in need of a skilled Salesforce Developer who is proficient in the development of Lightning Web Components (LWC) and can assist in the creation of custom pages for my Salesforce instance. Key Points: - The primary task is to create custom pages that are responsive and user-friendly. - Your expertise in Salesforce LWC is paramount. Please ensure you have demonstrable experience in this area. - The development of the pages should be done with scalability in mind, ensuring they can grow with the needs of the business. Additionally, I require ongoing support for this project: - This includes regular maintenance and updates to the custom pages. - A proactive approach to identifying and rectifying potential issues is highly valued. - You should be available for consultation and support a...

I'm in need of a seasoned developer with experience in Hubspot software development. The project will entail incorporating key features such as contact management, email marketing and lead generation into the Hubspot platform. Key requirements of the project include: - Integration of contact management feature to accurately store information. - Utilize the email marketing feature effectively for targeted campaigns. - Ensure the lead generation feature is robust and functional. In addition, the software should be compatible with key platforms and integrations like Salesforce, WordPress, and Shopify. Ideal candidates should have: - A profound understanding of Hubspot software. - Demonstrable experience in developing similar features. - A knack for integrating software with various p...

I would like to design standard operating procedure (rules of lead engagement) based on large medium and enterprise segments- 1) how should sales consume the leads once a lead is assigned to the sales reps. 2) Define the stage movement timeline from one stage to another in salesforce based on which stage the lead is in. 3) How long to wait to send a follow up email /call after the two way connection has been established. 4) Reason to close or recycle the lead 5) Activities logged in salesforce. etc.

I need a Zendesk expert who can set up our existing Salesforce system to work in perfect harmony with Zendesk, ensuring that all customer service tools and features operate seamlessly for our insurance agency. Key Requirements: - I already have a Salesforce system in place. Your task will be to fully integrate Zendesk's features for customer service in this system. - I require an advanced level of customization for the Zendesk integration. This includes setting up comprehensive features like analytics and reporting. - The integration should cover specific Salesforce features like: - Customer data and records - Case management - Utilization of Zendesk's AI Your past experience with a similar project, particularly in the insurance industry, is essential. Please provide ref...

I'm looking to integrate the Zoho Rest API with WhatsApp. Key Requirements: - Successful integration between Zoho and WhatsApp - Smooth sync and functional operations Freelancers interested should ideally have experience with Zoho REST API and its integration with third-party platforms, particularly WhatsApp. Understanding of both systems' functionalities, solid background in API integration, and problem-solving skills are necessary. Please include relevant experience and examples of similar projects completed in your bid.

I'm in search of a highly skilled Service Now API developer to help me integrate my Service Now platform with external APIs. Key Responsibilities: - Integrate Service Now with selected external APIs - Salesforce, Jira, and Slack - Ensure seamless data flow between the service management system and the external platforms - Develop robust communication and error handling protocols between Service Now and the external APIs The ideal candidate for this project should be well-versed in Service Now API and have a solid track record in integrating with external APIs. Experience with Salesforce, Jira, and Slack APIs is a definite plus. Strong communication and problem-solving skills will be essential for this project.

I am keen on integrating customer data between my current ERP system, Orderwise, and Salesforce. This integration aims to effectively manage and synchronize customer data, ensuring data consistency across all platforms. Key Responsibilities: - Establish a reliable integration process that will ensure all customer data in Orderwise is reflected in Salesforce, and vice versa. - Provide real-time synchronization operations to ensure accurate, up-to-date information. - Ability to handle large amounts of data without compromising the system. Ideal Skills and Experience: - Proven experience in integrating ERP systems with Salesforce. - Familiarity with Orderwise systems. - Proficient in customer data management. - Ability to solve complex integration issues. - Effective communication skills...

I'm in need of a talented Hubspot CRM specialist. My aim is to flawlessly integrate the contacts and all necessary details from my landing page into Hubspot. Primary same tasks include but aren't limited to: - Setting up the integration so that all the basic information such as name, email, and phone number from a landing page's visitor will be effectively and accurately transferred into Hubspot. - In addition, they need to be able to configure the system for capturing custom information, specific to my business industry. - Expertise should be demonstrated in the implementation of Hubspot's appointment scheduling and commission calculation facets. The ideal freelancer should have demonstrable experience in Hubspot CRM integration and should be detail-oriented. Stro...

I'm in need of a meticulous data verification expert who can help me with ensuring accuracy, updating outdated information, and removing duplicates from a large dataset. Key responsibilities: - Verifying a dataset that includes Email addresses, Phone numbers, Postal addresses, and Job title. - Ensuring all data entries are up-to-date and accurate. - Removing any duplicates found within the dataset. The dataset consists of more than 5000 entries, so I'm looking for a professional who is not only detail-oriented but also able to handle a large volume of data efficiently. Ideal Skills and Experience: - Extensive experience in data verification specifically salesforce. - Proficient in using data verification tools and software. - Strong attention to detail. - Time-management sk...

As a business utilizing Salesforce, I am seeking admins and developers with deep understanding of the platform to craft insightful blogs focusing on: - Salesforce Administration - Salesforce Development This is not general content writing project instead need content creators who have base understanding of platform. The key requirements are as follows: - Deliver around 10 - 15 blogs per week - Each blog should contain approximately 1000 words with pictures and target keywords provided by me on the topic - Emphasize practical use-cases, tips and tricks, and best practices within Salesforce administration and development Each write-up should be affordably digestible, ideally geared towards a mid-level audience with a desire to improve their Salesforce skills. Prior experience in bloggi...

have a open job for a NetSuite developer who has a strong skills administrating and troubleshooting Netsuite/Celigo connectivity to/from Salesforce. Must be 4+ years Netsuite TechnoFunctional with strong developer expertise and hands on design, development, deployment and maintenance of integration processes between applications across cloud and/or on premise using Celigo platform (Cloud Integration, Application Integration and Enterprise web services APIs in a remote or in-person capacity as requested by the client, including but not limited to video or onsite interaction - Strong with O2C, R2R, P2P, Inventory Management, AP/AR, GL and other Netsuite areas + - Excellent with building workflows and scripting - Managing, Monitoring, Sustaining, Troubleshooting and supporting existing int...

I am currently in need of a Zoho specialist who can help in customizing reports and dashboards of my CRM software. To be successful with this project, you should: * Possess in-depth knowledge of Zoho CRM * Have a track record in creating and customizing dashboards * Be skilled in data visualization and reporting Your main task will be to enhance the current system, adjusting and customizing our CRM reports and dashboards to improve efficiency and the decision-making process. Expertise in Zoho CRM is vital to ensure seamless workflow. Preference will be given to those who have completed similar projects before.

I'm looking to automate the data entry process for order confirmations into my CRM system. I need to ensure that data accuracy is improved through this automation. Key Requirements: - Automate the process of inputting order confirmation emails into my CRM system - Ensure that the data is accurately captured - The system should reduce the need for manual data entry This project is ideal for someone with experience in CRM automation, data entry automation, and a good understanding of order confirmation processes. Skills and Experience: - Proficiency in CRM systems - Experience in data entry automation - Good understanding of order confirmation processes

Small business seeking a skilled Zoho CRM professional/trainer to independently handle initial set up of 5+ CRMs (up to 80 CRMs). [ Typical CRM = office of 2 brokers + 1 admin. Related offices/teams do exist. ] Each CRM needs to offer a "birds eye" view and efficient centralization of partner team data, activities/interactions, reminders, templates for standardized emails, trackers, etc..... *MUST be able to work independently & intuitively with provided Google Sheets CRM data >> translate similar functionality into Zoho CRM. *MUST be detail-oriented, intuitive, and goal-driven (a mix of self-directed + training new user on functions). > Limited "directions" to follow-.. instead = "intent/goals" to achieve in organizing our partnerships) ...

Looking for a developer to help me create a custom CRM management system to follow up with clients. Need to be able to add notes, select next follow up date, and assign leads to team members. It should work on Desktop and Mobile. Please watch video here before placing a bid, so that you know exactly what you're bidding on Please review the above video and answer the following: Have you ever developed anything in SalesForce or HubSpot? I'm trying to decide if I should build this app in SalesForce or HubSpot or standalone as the app I show in my video. Again, I am a real estate broker and I'm planning to develop an app to manage my leads, assign them to my staff, and oversee the process. After I get this app to work perfectly for me, I would then like to offer subscr...

Hola a todos!Estamos en busca de un desarrollador talentoso y experimentado que pueda ayudarnos a conectar nuestro sitio web, , con nuestro CRM Pipedrive y habilitar la función de mensajes automáticos a través de Timelines, gestionados por Zapier. Este proyecto emocionante implica integrar funcionalidades clave para optimizar nuestra gestión de clientes y automatizar nuestras :Desarrollar una integración robusta entre y Pipedrive CRM, utilizando Zapier como gestor de automatizació mensajes automáticos a través de Timelines para mejorar la comunicación con nuestros la seguridad y la eficiencia de la integración, así como la compatibilidad con futuras :Experiencia demostrable en el desarrollo de integraciones web-...

Buenas tardes, Requerimos una persona que sepa administrar la plataforma Zoho (CRM) y que nos ayude adecuar procesos comerciales, ejecución y administrativos