Salesforce cpq punët
...or content based on user input. • Data Insights: Provide analytics on user interactions to improve business strategies. • Multilingual Support: Respond in multiple languages depending on user preferences. 4. AI Models and Tools • Leverage GPT-based models for conversational AI. • Use AI libraries like TensorFlow or PyTorch for backend customization. • Integrate with CRM tools (HubSpot, Salesforce) for lead management. Technical Specifications Website Development • Frontend: • HTML5, CSS3, JavaScript, React.js/Vue.js for interactivity. • Backend: • Node.js or Python-based frameworks like Django/Flask. • Database: • MongoDB or PostgreSQL for storing chatbot conversations and user data. AI Chatbot Development ...
I'm looking for a corporate style logo for my tech company, Aivio. We provide solutions on Salesforce, but I don't want any specific Salesforce elements incorporated into the design. The logo should primarily convey professionalism, reflecting our commitment to delivering high-quality, reliable solutions. Key Requirements: - Corporate style, minimalist and clean - Professionalism conveyed through design - No specific Salesforce elements in logo - Use of pastel colors preferred but no specific color requirements Ideal Skills & Experience: - Graphic Design - Logo Design - Corporate Identity Design - Experience in creating tech company logos - Understanding of professionalism in design
With over six years in customer support and cold calling, I have expertise across various industries. I excel in managing customer interactions through multiple channels, ensuring prompt and effective communication. My skills in resolving issues,...Chat & 24/7 Support ● Virtual Assistant ● Cold Calling & Telemarketing ● Lead Generation Industry Experience: My background spans various sectors, including: ● Logistics & E-commerce ● Restaurants ● Airbnb/Real Estate ● Medical Billing & Insurance Claims ● IT Helpdesk ● Hospitality & Tourism Tools Proficiency: I have hands-on experience with the following software: ● CRM Management (Zendesk, Salesforce, HubSpot CRM) ● Ticketing Systems (HALO PSA and FreshDesk) ● Project Management Tools (, ZohoDesk, Asana, Slack)
...dashboards. - Strong knowledge of keyword research and content optimization techniques. - Excellent communication and copywriting skills. - Ability to work independently and meet deadlines. - Creative thinking with strong problem-solving skills. ### **Preferred Skills** - Knowledge of graphic design tools (e.g., Canva, Adobe Photoshop). - Experience with CRM platforms (e.g., HubSpot, Salesforce). - Familiarity with affiliate marketing and influencer campaigns. - Certification in digital marketing (Google, HubSpot, etc.). ### **Job Details** - **Position**: Freelance Digital Marketer - **Location**: Remote (or specify if on-site) - **Duration**: Project-based or ongoing - **Compensation**: Competitive/Negotiable Would you like to tailor this furthe...
I'm seeking a professional to implement a Salesforce/Sales Navigator API calling connector for me. This connector should support data synchronization and automated lead generation, specifically handling lead data and interacting with the Sales Cloud. Key Requirements: - Implement a connector that allows for seamless data synchronization between Salesforce and Sales Navigator. - Enable the connector to facilitate automated lead generation. - Ensure the connector primarily handles lead data. - Comprehensive understanding of Salesforce and Sales Navigator is essential. - Prior experience with implementing API connectors is highly desirable.
...details. Required Skills and Experience: Proven experience in developing chatbots, specifically for WhatsApp, using the WhatsApp Business API or Twilio API. Strong understanding of generative AI technologies and experience integrating AI into conversational systems (AWS Bedrock, GPT-based models, or similar). Experience with CRM systems that support WhatsApp integration (e.g., HubSpot, Zoho, Salesforce, or similar). Ability to integrate the chatbot with the CRM to log conversations, track customer inquiries, and categorize conversations by stage in the buying process. Knowledge of database management for storing conversation data and session details. Proficiency in backend development (Node.js, Python, or similar) for seamless integration and API usage. Strong problem-solving sk...
I'm looking for leads in the USA for various technology roles and services. Ideal Skills and Experience: - Lead generation expertise - Knowledge of the technology sector - Experience with the specific roles mentioned - Familiarity with USA market trends - Excellent networking skills Roles of Interest: - Project Management Professional (PMP) - Salesforce Administrator - Quality Assurance (QA) Automation - Digital Marketing - QA Manual - Business Analyst - QuickBooks Please understand that these leads should be relevant for the specific roles listed above. Your expertise and experience in this field will be crucial for the success of this project.
I will prepare two versions of resumes for Salesforce Admin/QA and the other is EPIC Cadence Analyst. I will provide revisions and update his linkedin profile once the resumes are done.
I'm looking for an instructor to help me progress from beginner to intermediate level in Salesforce, with a particular focus on the Sales Cloud. The classes should be delivered via live online sessions. Key Requirements: - Proficiency in Salesforce, specifically the Service Cloud - Experience in teaching intermediate level content - Ability to conduct engaging live online sessions - Patience and skill in explaining complex concepts - Good communication skills
I am seeking a seasoned Salesforce Health Cloud Architect with over 7 years of experience, including a minimum of 4 years specifically in Health Cloud. This is a remote position with working hours from Monday to Friday, 12PM to 6PM. Key Responsibilities: - Architecting and implementing Salesforce Health Cloud solutions tailored for the healthcare industry. - Customizing workflows, data models, and establishing integrations with EHR/EMR systems. - Leading a team and collaborating with various stakeholders to deliver efficient healthcare solutions. - Developing custom applications using Apex, LWC, and Visualforce. - Ensuring compliance with HIPAA regulations, maintaining data security, and optimizing system performance. Ideal Qualifications: - Strong expertise in Health Cloud...
Here’s a detailed job description you can use for your freelancer.com posting: --- **Job Title:** Salesforce Marketing Cloud Developer – Customization, Corrections, and New Development **Job Description:** We are seeking a skilled Salesforce Marketing Cloud Developer to assist with corrections, customizations, and new developments in our Salesforce Marketing Cloud platform. This is a project-based role with potential for ongoing collaboration based on performance and business needs. **Responsibilities:** - Troubleshoot and fix existing issues in the Salesforce Marketing Cloud environment. - Customize and optimize Marketing Cloud features, including Email Studio, Journey Builder, Automation Studio, and Content Builder. - Develop new solut...
I'm looking for a seasoned Salesforce professional who specializes in customizing workflows and automation within the platform. The primary focus of this project is on creating some bespoke automations to streamline our processes. Key Responsibilities: - Assess current Salesforce setup and identify areas for automation - Design and implement custom workflows to improve efficiency - Provide guidance on best practices for Salesforce customization Ideal Skills: - Extensive experience with Salesforce customization - Strong understanding of workflows and automation - Excellent problem-solving skills - Ability to work independently and meet deadlines Please only apply if you have a proven track record in Salesforce customization and can provide example...
I'm looking for a quick and efficient Airtable solution that can replace our current booking management system on Salesforce. Key Needs: - Manage team availability: As our team travels to various sites every day, we need to control their availability being shown to the client. - Streamline booking process: Clients book on behalf of a patient who is sent a questionnaire to fill in. - Integrate payment system: The patient pays via Stripe based on the length of the procedure, 3-5 days prior to the appointment. Desired Functions: - Client bookings: The system should handle all client bookings efficiently. - Team availability management: We need a way to control and display our team's availability. - Payment processing: Integrate payment through Stripe seamlessly. Ideal Ski...
... and customer follow-ups while providing real-time analytics through a robust dashboard. Key components include: AI Voice Engine: Real-time, natural voice responses for calls, powered by OpenAI or alternatives like Anthropic. Appointment Management: Automated booking, reminders, and calendar syncing to prevent overbooking. Integration Hub: Real-time data exchange with CRMs (e.g., HubSpot, Salesforce) and other systems for seamless workflow automation. Analytics Dashboard: Track call volumes, appointments, and customer insights with access to recordings and metrics. Built using Vue.js (frontend), Node.js/Express.js (backend), and Firebase for scalable real-time data processing, the platform ensures performance, security, and flexibility for modern businesses. This solution en...
I'm at the final hurdle of the Billing Specialist Superbadge on Salesforce and I've hit a snag. I'm encountering a general error that I can't seem to resolve. I need someone with expertise in Salesforce and the Billing Superbadge to help me complete this last challenge. Ideal Skills: - Expertise in Salesforce - Familiarity with the Billing Specialist Superbadge - Problem-solving skills to identify and resolve errors
I am in need of a seasoned professional with a proven track record in warming up dedicated IPs and expertise in Salesforce Pardot. With 9 new dedicated IPs, 50 domains and a monthly email volume exceeding 30M, I require an actionable plan to enhance deliverability, develop IP/domain reputation, and secure optimal inbox placement. Ideal Skills: - Extensive experience with Salesforce Pardot (Account Engagement) - Proficient in deliverability tools (SPF, DKIM, DMARC, Postmaster Tools) We are looking for someone to understand our current setup, and provide a plan of attack and advice on how to best move forward. There will be no implementation requirement.
I'm looking for a Power BI e...Power BI - Proficiency in data visualization - Ability to create user-friendly dashboards Data Sources: - The data will primarily come from Excel files, Jira, and Salesforce, along with some miscellaneous sources. Therefore, experience integrating these data sources with Power BI would be beneficial. Data Updates: - The dashboards will need to reflect daily updates. Previous experience handling regular data refreshes in Power BI is preferred. Skills & Experience: - Expertise in Power BI is essential, with a strong focus on creating data visualizations and dashboards. - Prior experience integrating Excel files, Jira, and Salesforce with Power BI will be a significant advantage. - A strong understanding of daily data update processe...
I am in need of a seasoned PPC expert who can effectively utilize Google Ads to generate high-quality leads for my Salesforce CRM. The focus is primarily on the technology sector. Key Responsibilities: - Create and manage PPC campaigns on Google Ads - Target leads exclusively from the technology industry - Aim to improve lead quality rather than just quantity Ideal Skills and Experience: - Proven experience in PPC campaign management, especially on Google Ads - Familiarity with Salesforce CRM - Deep understanding of the technology sector - Strong analytical skills to assess and improve lead quality
...to create a fitness tracking app primarily focused on diet and nutrition tracking, as well as goals and progress tracking. The app should also have the capability to integrate seamlessly with Salesforce Health Cloud. Here's a brief overview of what I need: - A user-friendly interface that allows tracking of workouts, diet and nutrition - A system to set and monitor goals and progress - Smooth and efficient integration with Salesforce Health Cloud Ideal candidates will have: - Proven experience in app development - A strong understanding of fitness and nutrition tracking - Experience with Salesforce Health Cloud integration - Ability to create user-friendly interfaces - Excellent communication skills for ongoing project updates and discussions. - Proficiency ...
... missed calls, answered calls, call duration). 4. Caller ID and Number Masking: • Ability to display a business number as the caller ID for outbound calls. • Masking customer numbers for privacy. 5. CRM and Lead Management Integration: • Built-in features for tagging, adding notes, and setting reminders for calls. • Optional integration with third-party CRM tools like Zoho, HubSpot, or Salesforce. 6. Customization Options: • Personalized business caller tunes or messages. • Configurable voicemail. 7. Team Collaboration Features: • Call assignment and transfer between team members. • Shared team inbox for missed calls or messages. 8. Admin Dashboard: • Centralized dashboard for monitoring team performance, analyzing call d...
I'm seeking Salesforce experts to assist with the development of a bespoke Customer Relationship Management (CRM) system. This project will involve the creation of a custom application on the Salesforce platform. Key Features: - Lead Management: The system should help manage and track potential leads. - Sales Forecasting: It should have capabilities to predict future sales based on current data. - Customer Support Tracking: The system should be able to monitor and track customer support interactions and their outcomes. - Marketing: Incorporation of features to assist with marketing efforts. Ideal Skills: - Extensive knowledge and experience in Salesforce application development. - Proven track record of creating custom CRM systems. - Proficiency in developing fe...
I'm in need of a skilled Salesforce developer who can create Apex test classes for my web application. This project primarily revolves around unit testing, specifically for the application's controllers. Key Responsibilities: - Develop Salesforce Apex test classes focused on unit testing. - Ensure comprehensive coverage of the application's controllers in the unit tests. Ideal Skills and Experience: - Extensive knowledge and experience with Salesforce and Apex. - Proficient in creating test classes and performing unit testing. - Prior experience in working with web applications. The unit tests should achieve at least 75% code coverage.
...that streamline workflows. • CRM Integration: Connect GHL with other CRMs like Salesforce, HubSpot, or Pipedrive to ensure a seamless experience for clients. • Process Improvements: Identify opportunities to improve client processes by leveraging GHL’s features and integrations. • Client Collaboration: Work directly with clients to gather requirements and ensure the delivery of effective, scalable solutions. • Project Execution: Manage multiple projects and tasks simultaneously while staying organized and meeting deadlines. Qualifications: • Must-Have Experience: • Advanced proficiency in GoHighLevel (GHL). • Experience with automation tools like Zapier or Make. • Familiarity with other CRMs such as Salesforce, HubSpot, or Pip...
Overview We are looking for a responsible Digital Transformation Project Manager who will help transform the way client organization operates from people, process and technology perspective by helping Business & IT understand what is possible and desirable, and how to get there, using digital transformation solutions. Client is planning to implement strategic initiatives for CRM (Salesforce) and ERP (SAP) implementations and integration projects. The purpose is to appoint a IT Project management specialist partner who can provide IT project management services to work on IT transformation related initiatives such as but not limited to. • Business Process Management application (HexaBPM decommissioning) • End to End Integrations (CRM, ERPS, Payment Gateways) •...
I need an experienced software developer proficient in C++ and C# for creating a desktop Auto Login tool. This tool needs to be compatible with Windows. Key Requirements: - Excellent programming skills in C++ and C# - Strong understanding and experience with API - Proven track record in desktop application dev...best practices in software. The primary purpose of this tool is to facilitate automatic logins, hence it should be efficient, reliable, and easy to use. Please provide examples of similar projects you've completed in your proposal. The auto login tool must support web-based applications. The tool should support auto login for specific web applications like Office 365, Google Workspace, and Salesforce. The tool should have a minimalistic design to ensure ease of use ...
...Skills Required: - Proficiency in Smart Sheets and Excel. - Experience in project management. - Strong analytical skills, particularly with sales data. - Ability to set up task tracking and automated reporting systems. The project is expected to be completed in less than 1 month. standard features and templates that can easily be tailored to specific needs The integration will need to include Salesforce. email or phone Consider focusing on the following sales data for analysis: leads. The freelancer will have full admin access to our CRM systems. Prioritize creating automated systems to optimize reporting efficiency. Please prioritize using a user-friendly tool for sales data visualization. Please provide project updates and feedback via email. Please prioritize creating interac...
...avanzadas como Microsoft Excel, Google Workspace y plataformas colaborativas. Gestión de Correos Electrónicos: Experto en organizar, priorizar y responder correos de manera eficiente, asegurando una comunicación efectiva y oportuna. Manejo Avanzado de Herramientas Digitales: Microsoft Teams: coordinación de equipos y reuniones virtuales. Trello: seguimiento y organización de tareas y proyectos. Salesforce: administración de datos y seguimiento de clientes. Habilidades Estratégicas: Creación de informes detallados, organización de documentos clave y monitoreo de procesos administrativos para garantizar la productividad. Atención al Cliente de Alta Calidad: Experiencia en interactuar con clientes, resolver co...
...email marketing. The ideal freelancer for this role would be an experienced digital project manager with a proven record in lead generation. Key Responsibilities: - Oversee and coordinate lead generation strategies across multiple platforms including Google Ads, Facebook Ads, and LinkedIn Ads. - Implement effective SEO techniques to enhance visibility and attract potential leads. - Utilize Salesforce for tracking and managing leads. - Integrate AI solutions to streamline processes and improve efficiency. - Develop and implement a content strategy to attract and engage potential leads. - Analyze and monitor competitor marketing strategies to identify opportunities and threats. - Track and report on key performance indicators to measure the effectiveness of lead generatio...
I am seeking a Salesforce expert with strong Apex Programming skills and extensive experience in developing Lightning Web Components (LWC). The primary focus of this project is to build dynamic user interfaces that are responsive and high-performing. Key Responsibilities: - Utilize Apex Programming for automating tasks, including triggers for data validation, batch processing, and creating custom workflows. - Develop and implement dynamic, responsive, and performance-driven Lightning Web Components. - Ensure seamless integration and optimal performance of all components. - Perform thorough code reviews to ensure best practices and maintain high code quality. - Provide comprehensive technical documentation for developed components and workflows. Ideal Skills & Experience: - Pr...
...with Salesforce. The specifics about the map's purpose on the website and the level of user interaction are currently undecided, hence the map should be flexible enough to accommodate various potential uses, such as displaying customer locations, office locations or service area coverage. Key Requirements: - Develop an interactive map that can potentially display customer locations, office locations, or service area coverage. - Ensure the map allows for user interactions such as zooming, panning, and clicking for more information. - Integrate the map with Salesforce, specifically with data related to Leads, Accounts, and Opportunities. Ideal Skills: - Proficiency in WordPress development. - Strong experience in creating and integrating interactive maps. - Familiarit...
I'm seeking a dedicated lead generator, proficient in cold and appointment setting calls, to boost my remodeling and contracting business. The target scope encompasses both residential and comm...campaign is to increase the conversion rate of leads to clients. The lead generator should focus on targeting leads within the state. Utilize an online dashboard for real-time tracking of lead generation. The lead generator should use a CRM software for tracking and managing leads. The lead generator should aim to meet the target of 21-50 leads or appointments per week within 1 month. Please use Salesforce for tracking and managing leads. Focus on high-income residential areas for lead generation within the residential sector. Please focus lead generation calls during weekdays, within ...
Seeking a Salesforce expert to optimize and create custom fields. Goal is to optimize data being used between Salesforce and Netsuite Key Responsibilities: - Optimize and build custom object fields - set appropriate permissions for fields to be visible to specific persons and/or groups Ideal Skills: - Extensive experience with Salesforce - Strong understanding of creating custom object and formula fields - use of Breadwinner sync app would be a plus If you have the necessary skills and experience, I'd love to hear from you. Job starts asap up to 20h per week and ongoing across multiple projects
I'm seeking a professional who can enhance my basic Salesforce integration through Zapier. This involves pulling and matching records, specifically Contacts, Opportunities, and Accounts, and updating GoHighLevel accordingly. Key Responsibilities: - Match and pull records from Salesforce based on the Account Name. - Update existing records and Create new ones in GoHighLevel. Ideal Candidates should have: - Extensive experience with Salesforce and Zapier integration. - Proficient understanding of GoHighLevel. - Skilled in data matching and record management.
...accounting system (Canopy) and CMR (SalesForce) and establishing some data mapping with Links to these systems is the main deliverable of this Project. My vision is to be able to use this Project as the foundation to get us to my END GOAL (Phase 3) of awarding a Project to design and a Tool with the logic to use prior history from the 1a Cut Outs (Margins/Profit calculation) & the 1b Box Imports (inventory) to auto-generate a "Draft" Cut Out Instruction" for these Plants based on current orders in SalesForce. The database will primarily store: - Data from Excel spreadsheets - Date-based data to capture harvest results - Inventory information - Contact information A significant portion of this project will involve integrating the database with: - Sa...
...on-the-go updates and communication. Outcome: This CRM system will empower the sales team with a comprehensive view of the sales process, improve efficiency through automation, and enhance communication with prospects and customers. By tracking every step of the sales journey, the organization will gain actionable insights to drive better decision-making and boost revenue growth. Preference for Salesforce CRM platform. The expected timeline for the CRM system implementation is 3-6 months. Please include basic post-implementation support for troubleshooting and minor updates. The solution should be an off-the-shelf version with minimal customization. Support should cover basic troubleshooting and minor updates post-implementation. The CRM implementation may require moderate cust...
...hardware that supports AR and LLM integration. • Build APIs to ensure seamless connectivity between the hardware and LUCI software. 2. Software Development: • Frontend: Develop a user-friendly and responsive interface for sellers to interact with LUCI via the glasses. • Backend: Build a robust backend system using Firebase or other suitable cloud platforms. • CRM Integration: • Integrate with Salesforce Commerce B2C or other CRMs like Microsoft Dynamics. • Include field mapping for sales and customer data. 3. Core Functionalities: • Job Role Mapping: Allow companies to assign job roles with desired skills, traits, drivers, and behaviors for sellers. • Behavior Tracking: Monitor seller performance and provide data-driven feedback. ...
I'm seeking an expert to complete a Salesforce Performance Task. Scenario: : Our Data team has requested that we develop a system to capture information about student performance on standardized tests. The main purpose of this system to capture data in order to make it available for reporting and analysis. Test score data will be introduced via an API from a third-party system using a unique student identifier. The system should be able to display this data via reports accessed by each of the following user types: • A teacher can review data for their class o Average test score by subject, by date, by grade o Comparison of average test scores for students between tests (e.g. how the class performed in Fall vs Spring for a particular subject) o Comparison of an indivi...
I'm seeking a skilled Salesforce Developer who can assist me in creating comprehensive reports and dashboards. The focus will be on performance, with an emphasis on tracking sales productivity, activities, and percentages. Key tasks include: - Developing sales performance reports that assess our productivity and activity levels - Creating dashboards that visually represent these metrics - Utilizing Salesforce to its full potential to track our key performance indicators (KPIs) The ideal candidate will have: - Extensive experience with Salesforce development - A strong understanding of sales metrics and performance tracking - The ability to create clear and engaging dashboards and reports.
...preferred). o Exposure to energy management or environmental services is preferred but not mandatory. · Educational Background: o Bachelor’s degree in Business Administration, Operations Management, Energy Management, or a related field is preferred, but not required if offset by experience. · Technical Skills: o Proficiency with CRM systems and process workflow tools (e.g., Salesforce, HubSpot, , or similar platforms). o Strong skills in Microsoft Office Suite (Excel, Word, PowerPoint) and/or Google Workspace. o Experience with data analys...
I'm looking to implement a Salesforce Web to Lead form on my Webflow website. This form will be crucial for capturing all leads from various touchpoints on my site. Key Requirements: - The form should collect data from all buttons, including 'Get Quote' buttons and the main contact form. - Specific fields to be included in the form are: Name, Email, Phone Number, Company, Job Title, Product Interest, Budget, and Timeline. - Upon submission, the form should trigger a confirmation email to the user. Ideal Skills: - Proficiency in Salesforce and Webflow is a must. - Experience with form integration and lead capture systems. - Skills in setting up automated confirmation emails. This project aims to streamline my lead generation process and enhance user interacti...
I need an experienced API developer to create an edit API for my CRM. The specific CRM platform and functionalities are yet to be decided, so flexibility and broad experience across CRM platforms like Salesforce, HubSpot, and Zoho would be highly advantageous. Key Requirements: - Extensive experience in API development, particularly for CRM systems - Ability to work with various CRM platforms - Strong problem-solving skills and flexibility I do not have existing documentation or specifications for the API, but I'm open to discussions and can provide details as we go along.
I'm seeking dedicated sales agents to join our already successful team at a booming sales call centre. We have primed leads ready for you to finalize and cash out. Key Requirements: - Proficient Engl...skills in English. - Pressure Handling: Ability to work under pressure is crucial. - Closing Skills: You should possess a strong ability to close sales. Experience in Customer Service is a must. Prior experience in the Telecommunications and Financial Services industries will be considered an asset. While experience with specific sales software is not required, familiarity with CRM systems, Salesforce, or Dialer Software could be beneficial. We will provide you with necessary training and guidance to ensure your success. Join us and be part of a winning team! This is a full...
...- Utilize platforms such as Salesforce, Zoho CRM, or similar systems to integrate marketing strategies and track sales performance. - Design campaigns to support high-ticket sales processes, ensuring alignment with CRM data insights. 7. Startup Growth Experience: - Leverage previous experience scaling marketing efforts in a startup environment, demonstrating agility and strategic thinking. Qualifications Bachelor’s degree in Marketing, Communications, Business, or a related field. 5+ years of experience in B2B SaaS, CRM marketing, or related fields. Proven expertise in demand generation, lead scoring, ABM, and persona targeting. Proficiency in marketing tools, including HubSpot, Google Analytics, and email marketing platforms. Experience with Salesforce, Z...
I need a Salesforce expert to guide me through some tasks in my environment. The focus will be on using Lightning Page Layouts and Dynamic Forms, with a particular emphasis on creating and configuring a custom Contact lightning record page. Key tasks will include: - Reviewing updates to Salesforce to maintain my Administrator certification. - Using dynamic forms to access fields from related objects on the lightning page layout. - Creating a custom Contact lightning record page with specific requirements. - Upgrading the Record Detail component on the custom page to use Dynamic Forms. - Manipulating fields and saving the page as Org Default. I would like step-by-step instructions during this process. In addition, I would appreciate assistance with Flow and Automation compon...
I need a skilled data entry professional with experience in using CRM software, specifically Salesforce. You will be responsible for handling and inputting inventory records into the system. Ideal skills and experience: - Proficient in Salesforce and other CRM software - Experienced in data entry and software tools - Attention to detail, especially when handling inventory records - Ability to maintain data integrity and accuracy Estimated volume of inventory records is between 100 to 500 The timeline for completing the data entry is 2-4 weeks. The inventory records are for "data entry." The inventory records are categorized by location.
...minimal learning curve for both end users and clients. • Clients should be able to easily customize the chatbot's questions and email templates through an intuitive dashboard. 5. Compatibility: • The chatbot should be compatible with modern web browsers (Chrome, Firefox, Safari, etc.) and mobile devices (iOS, Android). • It should be able to integrate seamlessly with popular CRM systems (e.g., Salesforce, HubSpot) via API or direct export. 6. Security: • The chatbot should adhere to industry-standard security practices, including data encryption (SSL/TLS), secure login protocols, and user access controls. • It should be resistant to common security threats such as SQL injection, XSS, and data breaches. 7. Localization: • The chatbot must hand...
...d’admission en utilisant Salesforce. Nous cherchons un développeur Salesforce expérimenté pour nous aider à mettre en œuvre des automatisations, améliorer l’expérience utilisateur et optimiser notre site web. Missions : Automatisation des e-mails personnalisés et gestion des rendez-vous. Développement et mise en place d'un suivi dynamique des prospects en fonction de leur situation. Améliorations du site web : création d’une FAQ interactive, ajout de vidéos et témoignages, intégration d’une interface plus fluide pour les prospects. Formation des équipes pour l’utilisation optimale de Salesforce. Compétences requises : Ex...
I am seeking a freelancer with a strong background in data importation in...Sales invoicing information - Payroll and timesheet information Ideal skills for this job include experience in Salesforce data, myob invoicing, Sage Payroll importing, CSV file manipulation, understanding of data structuring and knowledge of data importing. A successful collaboration will mean being adept at creating efficient, reliable data pipelines from Salesforce to myob. Your role will primarily be setting up the platform to allow for easy, ongoing use. The setup should accommodate weekly data imports from Salesforce to myob and Sage payroll. The setup should handle medium data imports ranging from 100 to 1000 records. Attached is a sample of the data extract from Salesforce th...
...minimal learning curve for both end users and clients. • Clients should be able to easily customize the chatbot's questions and email templates through an intuitive dashboard. 5. Compatibility: • The chatbot should be compatible with modern web browsers (Chrome, Firefox, Safari, etc.) and mobile devices (iOS, Android). • It should be able to integrate seamlessly with popular CRM systems (e.g., Salesforce, HubSpot) via API or direct export. 6. Security: • The chatbot should adhere to industry-standard security practices, including data encryption (SSL/TLS), secure login protocols, and user access controls. • It should be resistant to common security threats such as SQL injection, XSS, and data breaches. 7. Localization: • The chatbot must hand...
