Marketo salesforce jobs
...Proficient in importing and exporting data from/to various platforms, ensuring smooth transitions across systems. 3. Technology Proficiency Microsoft Office Suite: Advanced knowledge of Microsoft Excel, Word, and PowerPoint. Google Workspace: Proficient in Google Sheets, Docs, Drive, and other related tools. CRM and ERP Systems: Familiar with customer relationship management (CRM) tools like Salesforce and Zoho, as well as enterprise resource planning (ERP) software. Optical Character Recognition (OCR): Expertise in using OCR tools for converting scanned documents into editable text. Data Analytics: Basic knowledge of data analysis tools like Google Analytics and Excel for deriving insights from structured data. 4. Industry Experience E-Commerce: Data entry for product listings, ...
...notifications from Salesforce to Microsoft Teams. This integration should cover various aspects including task updates, sales alerts, and more. Key Requirements: - Automate updates on opportunities, accounts, and records directly in Teams. - Enable posting and receiving of Chatter updates within Teams channels. - Facilitate collaboration in private Teams channels for specific opportunities or accounts. - Set triggers for reminders and updates about opportunities within Teams. - Allow following up on opportunities and receiving status updates in Teams channels. - Assigning tasks within Teams linked to Salesforce records. - Sync Salesforce calendar events with Teams for meeting visibility. - Scheduling Teams meetings directly from Salesforce events. - Display...
I'm looking for a professional with experience in Salesforce and WordPress integration to help us fix an issue with the display of the data that is being brought over from salesforce by an api and is being displayed on the map on our wordpress website. Skills and Experience Required: - Proficiency in Salesforce and WordPress - Experience in map integration on WordPress - Ability to visualize complex data sets - Knowledge of data visualization tools and techniques - Problem-solving skills
I'm looking for a professional who can help me improve the User Interface and Performance of my project. This also includes making the User Interface more accessible, specifically catering to users with different needs. We are currently implementing Salesforce and it's almost finished. We need someone to come in and make final programming touches and then help us set-up reports. Key Requirements: - User Interface and Performance improvements - Enhancing accessibility features in the User Interface - Creating detailed Reports Ideal Skills: - UI/UX Design - Performance Optimization - Sales Analytics - Accessibility Compliance
I am in need of an experienced Salesforce developer who specializes in Sales Cloud. The primary focus of this project is the integration of Salesforce with various marketing platforms. Key Responsibilities: - Integrate Sales Cloud with diverse marketing platforms - Ensure seamless data flow and communication Experience in HIPPA compliance. Ideal Skills: - Proficiency in Salesforce, particularly Sales Cloud - Extensive experience with integrating Salesforce with marketing platforms - Strong understanding of marketing technologies - Excellent problem-solving skills - Good communication skills to relay technical details in a comprehensible manner
Call for Salesforce Innovators We are excited to announce an opportunity for Salesforce professionals to showcase their expertise by submitting past project solutions that demonstrate best practices and innovation within the Salesforce ecosystem. This initiative aims to highlight end-to-end solutions that address real-world challenges, from concept to implementation. If you believe you have a past project that worked particularly well, then we want to hear about it. It can be big or small, the key to winning is being clear, accurate and focused. What We’re Looking For We’re seeking submissions that: - Provide a detailed breakdown of the solution, including requirements, feature design, user stories, and architecture. - Highlight technical and functional ...
I'm looking for a professional with experience in Salesforce and WordPress integration to help us fix an issue with the display of the data that is being brought over from salesforce by an api and is being displayed on the map on our wordpress website. Skills and Experience Required: - Proficiency in Salesforce and WordPress - Experience in map integration on WordPress - Ability to visualize complex data sets - Knowledge of data visualization tools and techniques - Problem-solving skills
I'm looking for an expert consultation on an ERP-CRM system with a focus on Sales and Customer Management. Key Features: - Lead and Opportunity Tracking - Customer Communication and Interaction - Sales Reporting and Analytics Please note, I currently use Salesforce for my sales and customer management. Therefore, expertise in Salesforce integration and optimization would be a huge advantage.
I'm seeking an experienced Salesforce professional to assist with custom development, specifically with Lightning components. Your tasks will include: - Creating new Lightning components - Integrating these components into our existing system - Customizing Lightning pages to meet our specific product requirements Ideal candidates will have extensive experience with Salesforce and a deep understanding of Lightning components. You should be able to work independently, show initiative, and deliver high-quality work on time. Your role will be critical to the success of our product development, so a strong background in product development and Salesforce is essential.
...IT service contracts. • Proven ability to achieve or exceed sales targets in the IT sector. 3. Technical Understanding: • Basic knowledge of programming, software development lifecycle, and IT system architecture. • Understanding of emerging technologies such as AI, IoT, cybersecurity, and data analytics. 4. CRM and Sales Tools Proficiency: • Hands-on experience with CRM platforms like Salesforce, HubSpot, or Zoho. • Skilled in using sales automation tools and analytics software. 5. Market Research and Analysis: • Ability to analyze market trends and competitor offerings to craft compelling sales strategies. 6. Client-Focused Communication: • Expertise in presenting technical solutions to both technical and non-technical clients. 7. ...
...Azure DevOps engineer who has extensive experience integrating Salesforce into the Azure DevOps pipeline. The focus will be on Continuous Integration (CI) and Continuous Deployment (CD). Key Skills: - Expertise in Azure DevOps and Salesforce integration - Proficient in implementing CI/CD pipelines - Knowledgeable in Bash scripting - Familiar with Salesforce components like Custom Objects, Apex Code, Visualforce Pages Requirements: - Implement a comprehensive CI/CD pipeline that includes all Salesforce components - Integrate multiple testing frameworks within the pipeline, specifically JUnit for Apex tests and Selenium for UI tests - Utilize custom scripts where necessary Your role will be pivotal in ensuring our Salesforce components are seamlessly...
I need a Salesforce Experience Cloud Customer Portal primarily focused on customer support. The portal should be designed for customer use and include self-service resources related to job management. Key features: - Customer Support: The main purpose of the portal is to assist customers in resolving issues and answering queries. - Self-Service Resources: The portal should include tutorials, FAQs, and knowledge base articles related to job management. - User-Focused: The primary users of the portal will be customers. Ideal skills and experience for the job: - Extensive knowledge and experience with Salesforce Experience Cloud. - Prior experience in creating customer support portals is a plus. - Excellent understanding of job management resources and how to present them in ...
...experienced business developer to help my new tech service company, CypherEdge Pvt. Ltd., grow and find new leads. Key Responsibilities: - Generate leads for iOS, Android, and Website development projects. - Identify opportunities in ERP and Salesforce development. - Seek potential clients in need of video editing expertise solutions. Ideal Skills: - Proven experience in business development within the tech industry. - Strong understanding of iOS and Android development. - Expertise web development. - Ability to identify and pursue leads in ERP and Salesforce. - Experience in video editing industry will be a plus. I'm looking for someone who can help us establish a foothold in the competitive tech market. Surely there is a fixed salary right now but there is a huge...
I am looking for a seasoned Salesforce Marketing Cloud expert with a deep understanding of Open Dental. The primary goal of this project is to enhance our data analytics and reporting capabilities. Key Requirements: - Integrate patient records and appointment history from Open Dental into Salesforce Marketing Cloud - Generate insightful reports on patient treatment trends, appointment booking patterns, and our financial performance Ideal Skills & Experience: - Proven experience with Salesforce Marketing Cloud - In-depth knowledge of Open Dental - Exceptional data analytics and reporting skills - Ability to translate complex data into understandable and actionable insights
I'm looking for an expert in Salesforce with Experience Cloud for a monthly consulting basis. Exp: 7yrs. Skills: Experience Cloud, Apex, Aura, Salesforce ( Note : Only match profile will bid & Budget is as mentioned in the bid. )
...enhance user experience within the Salesforce platform. ● Optimize LWC performance, ensuring responsive interfaces and smooth user interactions. ● Implement high-quality Apex classes, triggers, and batch processes for complex business logic, ensuring adherence to best practices and coding standards. ● Integrate with external APIs and third-party applications, using Salesforce APIs and established integration patterns. ● Ensure top-notch security, data integrity, and compliance within the Salesforce environment. ● Conduct thorough code reviews, providing constructive feedback and ensuring coding standards and best practices are met. ● Provide clear, organized, and well-documented code and technical documentation Required Skills: ● 3+ years of professional Salesfor...
...Communication Twilio SendGrid WhatsApp Business Telegram Zoom Vonage --- 2. Scheduling and Calendar Google Calendar Outlook Calendly --- 3. Accounting and Finance QuickBooks Xero FreshBooks Wave Stripe PayPal Square Plaid --- 4. E-Commerce and Inventory Shopify WooCommerce Amazon eBay TradeGecko (QuickBooks Commerce) --- 5. Customer Relationship Management (CRM) Salesforce HubSpot Zoho CRM Pipedrive --- 6. Marketing and Advertising Google Ads Facebook Ads Mailchimp ActiveCampaign Klaviyo --- 7. Productivity and Collaboration Slack Trello Asana Notion Todoist Microsoft Teams --- 8. Data and Analytics Google Analytics Tableau Airtable Looker --- 9. Human Resources and Payroll Gusto BambooHR ADP Workday ...
...solar industry or B2B marketing (preferred but not required). -Excellent communication and negotiation skills. -Strong understanding of lead generation strategies, including cold calling and email marketing. -Ability to build rapport and nurture relationships with potential clients. -Goal-oriented and able to work independently with minimal supervision. -Familiarity with CRM systems (HubSpot, Salesforce, etc.) is a plus. Knowledge of the solar industry and its benefits is a plus. Personality Traits: -Self-motivated and highly driven to achieve sales targets. Strong problem-solving and critical thinking skills. -Detail-oriented, organized, and able to manage multiple tasks at once. -Energetic, positive attitude, and committed to delivering outstanding results. -Collaborative mind...
I'm still trying to get a dump of all the API calls. I'm seeking a skilled Salesforce API developer to assist with migrating my sales data into Salesforce. The ideal candidate should have: - Extensive experience with Salesforce API - Proven record of handling data migration projects - Strong understanding of sales data - Ability to troubleshoot and solve potential issues during the migration process. - If you are familar with litify is plus. Please provide examples of your previous work and how you can help me with this project.
We're looking for a seasoned Java developer with strong experience in Salesforce CRM, Java Spring, JavaFX, and Mobile device support. The project primarily focuses on the CRM modules with contractor features. You will be tasked with implementing features related to the service, contractor, mobile APP, and Sales Automation. Please write down the “Understand” text. Otherwise, your bidding will be neglected. If you have the necessary skills and experience, please submit your proposal along with relevant examples of your past work. Ideal Skills: - Proficient experience with CRM, especially Salesforce CRM. - Strong expertise in Java Spring. - Mobile device support on both Android and IOS. 1. Provide us your resume or CV. Your prior experience in develop...
I'm seeking an experienced Salesforce developer to assist me in creating custom reports and dashboards specifically for sales data. Key Responsibilities: - Development of custom Salesforce reports to track and analyze sales performance. - Creation of dashboards to visually represent sales data and trends. Ideal Skills and Experience: - Proven experience in Salesforce development with a focus on report and dashboard creation. - Strong analytical skills with the ability to interpret sales data. - Excellent communication skills to explain and present findings.
...looking for a seasoned Salesforce professional with at least 4 years of experience. This role requires 2 hours of work daily, 5 days a week, with a competitive salary of 30K per month. Your primary focus will be on: - Salesforce Administration: Overseeing and managing our Salesforce platform to ensure optimal performance and user experience. Your tasks will include: - Writing and maintaining APEX classes: You'll be responsible for developing and sustaining our APEX classes to meet business needs. - Integrating Salesforce with other systems: You'll ensure seamless connectivity between Salesforce and our other platforms. - Customizing Salesforce workflows: Tailoring our Salesforce workflows to fit our specific operational requir...
...Proven Experience: • Minimum 5 years of web development experience, preferably in the insurance or financial services industry. • Experience building platforms focused on lead generation and conversion rate optimization (CRO). • Technical Skills: • Proficiency in HTML5, CSS3, JavaScript, React, , Tailwind CSS, and WordPress. • Experience with API integrations and CRM tools (HubSpot, Salesforce, etc.). • Familiarity with Figma or Adobe XD for implementing designs. • Optimization Expertise: • Strong understanding of SEO strategies, mobile optimization, and performance tracking tools. • Ability to create and run A/B tests for forms, CTAs, and content. • Problem-Solver and Innovator: • Passion for creating user-friendl...
I need a Salesforce expert to restore both standard and custom fields that were deleted through a data import/export process. Ideal skills and experience for the job: - Extensive knowledge of Salesforce - Experience in data recovery and field restoration - Familiarity with data import/export processes - Problem-solving skills to handle the absence of a backup - Ability to work under pressure and meet deadlines.
...Allow customization of templates for various email types (sales, general inquiries, etc.). Include placeholders for variables like recipient name, company, and subject. 3. Approval Queue for Drafts Display drafted follow-ups in a queue for manual review. Enable editing, approving, or rejecting drafts before sending. 4. Integration with CRM Systems (Optional Phase) Sync with CRMs like Salesforce or Freshsales to log follow-ups. Fetch customer data for enhanced email personalization. 5. User Interface Create a web-based dashboard accessible from desktops and mobile devices. Optionally, build a lightweight mobile app for real-time notifications and draft management. 6. Customizable Rules Allow users to set time thresholds for follow-ups (e.g., 24, 48, or 72 hours...
I'm looking for a seasoned Apex developer for a long-term engagement spanning 3 to 6 months. The main focus of this role w...error debugging and integration issues. Your responsibilities will also include providing training and support, so strong communication skills are a must. Key Responsibilities: - Develop new features using Apex code - Troubleshoot existing implementations, focusing on error debugging and integration issues - Provide training and support Ideal Skills: - Strong background in Salesforce development - Proficient in Salesforce automation - Experience with APIs and integrations, Apex Classes and Tests - Excellent problem-solving skills - Strong communication skills If you're passionate about coding and have a knack for problem-solving, I would be...
I'm a newcomer to Salesforce aiming to become a Salesforce Business Analyst (BA) or Administrator. I'm seeking a mentor for online one-on-one sessions who can assist me in: - Understanding the basics of Salesforce - Mastering the CPQ modules - Developing my BA skills I would like the sessions to follow a combination of a fixed curriculum and adapting based on my progress.
I need assistance with a Salesforce form. A URL link needs to be added to redirect users to a live external site in a new tab. Ideal skills for this project include: - Proficient in Salesforce - Experienced in working with web forms - Knowledgeable in implementing URL links - Able to ensure functionality across different browsers and devices
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)
I'm looking for a Salesforce Marketing Cloud expert with certifications
...informed about industry trends and market conditions to enhance prospecting efforts. Requirements: Proven experience in a sales development or customer service role. Strong communication skills, both written and verbal. Ability to engage with C-level executives and other decision-makers. Self-motivated with the ability to work independently and as part of a team. Familiarity with CRM software (Salesforce, HubSpot, etc.) is a plus. A passion for sales and a drive to succeed. Preferred Qualifications: Speaks and Writes Excellent - (Spanish/English) Bachelor’s degree in Business, Marketing, or a related field. Experience in B2B sales or SaaS industry. Why Join Us: The base salary is $750 per month Estimated commission ranges from $500 to $1,500 per month. Opportunities for ...
...informed about industry trends and market conditions to enhance prospecting efforts. Requirements: Proven experience in a sales development or customer service role. Strong communication skills, both written and verbal. Ability to engage with C-level executives and other decision-makers. Self-motivated with the ability to work independently and as part of a team. Familiarity with CRM software (Salesforce, HubSpot, etc.) is a plus. A passion for sales and a drive to succeed. Preferred Qualifications: Bachelor’s degree in Business, Marketing, or a related field. Experience in B2B sales or SaaS industry. Why Join Us: The base salary is $750 per month Estimated commission ranges from $500 to $1,500 per month. Opportunities for career growth and professional development. Sup...
I'm currently managing employee information in Google Sheets and Salesforce, but it's a tedious process. I need a freelancer to help update employee details which are currently being entered manually. Key Responsibilities: - Update contact information, job roles and departments, as well as performance data in Google Sheets and Salesforce. Ideal Skills: - Proficiency in Google Sheets - Experience with Salesforce - Attention to detail - Ability to handle sensitive data with confidentiality. This could be a long-term opportunity if the work is done efficiently and accurately.
...Database: MySQL Your Duties: Working daily in PHP, MySQL, JavaScript, JQuery, WordPress, Laravel. Designing and building web applications using Laravel and other platforms. Converting PSDs into pixel perfect responsive Laravel and custom PHP sites. Resolving cross-browser compatibility issues. Writing clean structured and well-documented code. Integrating data with Sage, Quickbooks, WordPress, Salesforce, APIs, and ERP/stock management systems. Working with LAMP development environment and version control GIT/SVN. Application process: - Apply with your updated resume - Be ready for one round of technical test & 2nd round of Interview - Signing of NDA Salary per month: INR 50-60K Only Full time Freelancers based in India will be considered. - Thanks...
...sustainability would be a big plus. So, we need An AI-driven solution which could make contacting wholesalers and retailers more efficient and personalised. Here’s how we would like to implement an ai system; 1. Automated Outreach System: Use AI-powered tools like email marketing platforms (e.g., Mailchimp with AI enhancements) or Customer Relationship Management (CRM) systems (like HubSpot or Salesforce) to craft personalised email pitches tailored to each wholesaler or retailer. AI can analyze their business profiles and suggest the right language and product highlights to include. 2. Chatbot or Virtual Assistant: Deploy an AI chatbot on our website or through messaging platforms (like WhatsApp or LinkedIn). It could provide retailers with instant information about our...
...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...