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Setup CRM and complete mapping

£20-250 GBP

Closed
Posted over 4 years ago

£20-250 GBP

Paid on delivery
We are a property management company that offers services to companies who send staff into our catchment areas. Our services are suitable for non local companies visiting the area. Setup capsule CRM mapping or recommend alternative cheap / free CRM. Leads are received daily via an XLS dump. No funnel / pipeline. Instead, we only require the telesales operative to contact leads once per 6 months to sell our products / services. Companies post multiple projects per year so to prevent duplicate calls we use the "office id" Please see attached xls to find out what information we capture. All of this needs to be imported into capsule crm in a legible manner. When the telesales operative logs in she needs to see a list of contacts yet to be contacted, she can tick them off as she goes. Key fields that the operative will use / want to sort information by: Contract Stage, Site Name, Name, Address (all related fields that form the whole address), Office name and Office Address (all related fields), Role, TPS, Contacts and all related contact details Office address is important, our products and services are only suitable for companies who's offices are located far away from ours.
Project ID: 22484260

About the project

10 proposals
Remote project
Active 4 yrs ago

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10 freelancers are bidding on average £163 GBP for this job
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Hello, Hope you are doing well :) I would love to discuss your project with you. We have worked with a lot of companies and helped them grow their business by customizing plenty of Salesforce products for them according to the needs and requirements of their business. We provide Salesforce Consulting, Salesforce Administrator, Salesforce Development, Salesforce Implementation, etc as a service. Built a multi-tenant portal for “PointCare Inc.” to manage, view and manipulate data about the patient and can also manage the insurance system. Despite being a multi-tenant portal, it maintains a higher degree of isolation to be used by multiple organizations. Developed IVR for Non-Profit Organization for their requirements we used Twilio and Python to provide a robust solution. Helped “Good Story” to boost their marketing and improving marketing strategies consistently by conducting multi-channel campaigns, capturing leads, creating highly personalized content, automating marketing activities and creating personalized journeys for each customer in Salesforce Marketing Cloud. We are a passionate Team and Salesforce Consulting Partner of Architects and Certified Developers aiming to take our customer's business to the next level. I would love to have an initial phone conversation with you about the project requirements. What is best way to get on your calendar? Looking forward to hearing back from you soon. Regards, Vaibhav Vyas
£300 GBP in 5 days
4.9 (27 reviews)
6.8
6.8
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Hello:) I find your project very interesting, and I think I can help you I'm looking forward to having a chat with you so please feel free to message me anytime Thank You:)
£174 GBP in 4 days
5.0 (44 reviews)
5.9
5.9
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Respected Client, I have gone through your business requirements and as an expert i am suggesting you to use ZOHO crm and it have all features to make the leads/contacts in well managed way. we can also customized as per your need. Please initiate chat for further final discussion about cost and time we need to finish this project. Trust me, I will never disappoint you. We believe in long term relationship. About Us: We are highly experienced Team having 7+ years of experience in Web as well as Mobile app development. Kindly initiate chat so that we can discuss the project in detail. Thanks mdubey
£250 GBP in 7 days
4.9 (28 reviews)
4.8
4.8
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1. I am a web developer having 4.5 years of experience in web development using php and node js. I have created web apps from scratch using laravel and mysql. 2. I have worked on Zoho CRM and other Zoho softwares like Zoho projects and creator. Along with inventory software for data syncing. Inventory softwares like Big Commerce, Dear Inventory, Unleashed Inventory. 3. Created the Data flow from WordPress to Zoho Crm.
£55 GBP in 5 days
5.0 (21 reviews)
4.7
4.7
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Hi, Professional Certified SalesForce Developer can help you in Salesforce CRM setup and mapping , can start by the time you hire. Do have a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization and many more. I have deep expertise in Lightning UI, Lightning components, Lightning App Builder, Lightning Design System. I can help you deliver a modern smart experience across every device, easily modifiable and existing customization, Extend or build new apps with the Lightning App Builder and Lightning Components. My Salesforce skills -- Salesforce CPQ/ Service Cloud/ Community Cloud/ Lightning Task/ API Integration/ Configurations & Customization/ App Development/ App Exchange /Product Setup/ Configuration/. -- Comfortable with any Project Management tool or repository. Let's connect and we can have a quick discussion regarding your requirements and can share details regarding what I have for you. Waiting to hear from you soon and be a part of your success!! Thanks!
£135 GBP in 7 days
4.4 (19 reviews)
4.9
4.9
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I have proven success Aiming to get associated with a organization that gives me scope to update my knowledge accordance with the latest trends, and where I can effectively contribute my skills Relevant Skills and Experience I have 5 years of experience in freelance work.
£150 GBP in 3 days
0.0 (0 reviews)
0.0
0.0
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I lead a team of professionals Salesforce developers and we are proficient in handling projects based on Salesforce. We have completed several projects on Salesforce. We are excellent in Salesforce. Relevant Skills and Experience I lead a team of professionals Salesforce developers and we are proficient in handling projects based on Salesforce. We have completed several projects on Salesforce. We are excellent in Salesforce.
£150 GBP in 3 days
0.0 (0 reviews)
0.0
0.0
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I am a knowledgeable and hard-working person with a skill set for Salesforce and can help you with your migration process Relevant Skills and Experience I have made a banking system on Salesforce by using it's various functionalities
£133 GBP in 5 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED KINGDOM
Northampton, United Kingdom
5.0
4
Payment method verified
Member since Sep 13, 2018

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