set up basic salesforce professional business account

$750-1500 AUD

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Opublikowano

4 miesiące temu

$750-1500 AUD

Płatne przy odbiorze

This project involves the design and development of the following items * accounts : * Supplier * Customer - Retail and Commercial * Inventory / Stock * Products - Size, Material, Weight, Dimensions, Image, supplier, country of origin, to be included in the attributes list * Price Books - Multiple price books to be setup * Quotations & Invoices = customized with the brand and logo. * Stock management Objective 1 Implement Salesforce to capture customer details, Product details, Opportunity and Quotations, Invoices Objective 2 Ensure the CRM is functional yet easy to use so various users may upload Product and Price details easily. Create and manage Customer, Quotation and Invoice Details easily. Track stock levels, Transfers, Re-order levels, On-Orders. Objective 3 Provide a Scalable setup for future enhancements that may require Integration with Payment and Accounting Systems. Future enhancement support for multiple stock locations and more complex warehouse management using add-on modules. Quick Start Pack Scope* Configure Leads: * Record types and Layouts * 10 custom fields * Validation rules * Lead conversion mappings * 5 list views. * Configure Accounts: * Record types and Layouts * 10 custom fields * Validation rules, * 5 List views. * Configure Contacts: * Record types and Layouts * 10 custom fields * Validation rules * 5 List views. * Configure Opportunities: * 5 sales process * Record types and Layouts * 20 custom fields * Validation rules * 5 list views. * Configure Products: * Record types and Layouts * 10 custom fields * Validation rules * 5 list views. * Configure Price Books: * Record types and Layouts * 10 custom fields * Validation rules * 5 list views. * Configure Stock Management * Configure stock levels * Configure automated stock management * Track Stock, Ordered, Delivered and On Order. * Configure Quote and Invoices * Create and modify Quotations * Create and modify Invoices * Track Stock levels on sell. * Automations and Reporting * 3 Workflows for business processes automation. * Data import for Leads, Accounts, Contacts, Products with predefined CSV format. * Custom Dashboards

CRM

PHP

Salesforce App Development

Salesforce.com

Identyfikator projektu: 37624736

Informację o projekcie

68 ofert

Zdalny projekt

Aktywny 3 miesiące temu

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68 freelancerzy składają oferty o średniej wysokości $1 198 AUD dla tej pracy

@BVMSolution

As a Top Rated Web Development Team with over 15 years of experience, my team and I at BVM Web Solutions Pvt. Ltd are well equipped to design and develop your basic Salesforce Professional Business Account. We specialize in CRM and PHP which are key skills needed for this project. With over 1500 projects completed and an ever-increasing number of satisfied customers, we have built a reputation for delivering effective solutions on time and within budget. We understand the importance of ease of use and scalability when it comes to implementing CRM systems. Not only will we set up Salesforce to capture customer and product details, but we'll also ensure that it is user-friendly for easy maintenance, allowing various users to upload information without complications. Additionally, we'll provide a scalable setup for future enhancements such as payment and accounting system integrations or multiple stock locations support. Our team is skilled at customizing Salesforce to meet specific business needs including integrated workflows for business process automation, data import functionalities, and creating custom dashboards for easy data visualization. These features will be vital in helping you track stock levels, automate management processes, create and track sales quotations and invoices effectively. Choose us for a reliable, future-proof solution that meets all your business needs

$1 125 AUD w 22 dni

5,0

(512 opinii)

9,5

@leadconcept

Good day Sileneen, Can you please provide required detailed customization of Dashboard as you mentioned "* Custom Dashboards"? Can you please explain more about the required "Automations and Reporting"? ------------------ Once you answer above questions, I will then give you firm bid, as our current bid amount is placeholder. Look forward to hearing from you. Thank you, Yasir LEADconcept PS: Let me know, if you want to see our team past work to determine our skills/expertise or past customer's references.

$1 500 AUD w 30 dni

5,0

(124 opinii)

9,3

@nmans

As soon as I read through your project description for setting up a basic Salesforce Professional Business Account, I knew that my skills and experience could perfectly align with what you are looking for. As an experienced developer, I am well-versed in Salesforce including setting up accounts, managing inventory/stock, creating price books, and streamlining quotations and invoices - all skills that are relevant to the project. In addition to my many years of experience working with different E-commerce platforms, I have successfully done similar projects on Salesforces like yours. For instance, I've implemented Salesforce for companies to capture customer details, automate invoices, track stock levels and manage orders efficiently. Beyond just getting the work done we also want to ensure that it's easy for you to use in the long run. I've helped several organizations have a smooth transition to and maximum utilisation of their CRM software through simple but logical designs/layouts. With your scalability requirements in mind, I'll deliver a well-developed system that can be easily enhanced with add-on modules such as payment and accounting systems or complex warehouse management if needed.

$2 000 AUD w 20 dni

5,0

(397 opinii)

8,1

@Julian29

HellO!! With over 11 years in the IT industry and a focus on PHP and Salesforce App Development, I have the extensive experience required for your Basic Salesforce Professional Business Account project. My specialization as a Full Stack Developer aligns perfectly with your needs for this project as I am adept at both frontend and backend development. This means not only can I create the user-friendly CRM experience you're seeking but also provide scalable, future-proof solutions that integrate well with other systems as your business grows. The stock management component of your project requests automated and trackable stock management. This is an area where my skills shine; I've developed similar systems before and I am confident my work will significantly improve your stock control, order processing, and reporting efficiency. Lastly, when choosing a freelancer to drive your business' digital transformation, it's important to choose not just based on expertise but also commitment to quality work and building long-term relationships. I take these aspects seriously – beating deadlines is normal practice for me and my aim is always the satisfaction of my clients, during projects present and future. Let me transform your business with salesforce professional in a way that adds real value to you! Open a discussion so I may show you my projects and get more confidence. anticipating your response Concerning Julian

$1 400 AUD w 30 dni

4,6

(84 opinii)

7,6

@pixxelu16

As a seasoned freelancer with expertise in PHP and full-stack development, I have the right skill set to seamlessly set up and optimize your Salesforce Professional Business account. I completely understand the project scope and all the three objectives involved. My proficiency in different frameworks such as Laravel, Codeigniter, and even client-side technologies like ReactJS will be invaluable in making the CRM functional yet user-friendly. Moreover, I'm particularly excited about Objective 3 of providing a scalable setup for future enhancements and integrations. With my proficiency in WordPress, Shopify, and other CMS platforms along with a deep understanding of API integrations, I can ensure seamless integration of the CRM with your payment and accounting systems or any future add-on modules you may require. Future enhancement support is something I firmly believe in to deliver long-term value to clients. In addition, my UX-UI skills make sure that not only is the system efficient functionally but also clean and intuitive from a user perspective. Such an intricate yet user-friendly solution is exactly what I bring to the table. If you hire me for this project, you can rest assured that you'll have an easily manageable, efficient and scalable CRM setup that suits your existing needs while being primed for future growth. Let's connect soon to discuss this exciting project further!

$1 525 AUD w 35 dni

5,0

(67 opinii)

6,7

@ShreyShrma

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 customising 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. Helped “Good Story” to boost their marketing and improve 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 With Salesforce you can conduct multi-channel campaigns, know more about your customers and connect with them, manage customer data, capture leads, create highly personalized quality content real quick, automate marketing activities, and create a personalized journey for each customer. Regards, Vaibhav

$1 500 AUD w 7 dni

4,9

(28 opinii)

6,8

@yasirk1979

Greetings Sileneen , are there any specific customization requirements for the accounts, contacts, opportunities, products, and price books beyond the scope outlined in the Quick Start Pack? How do you plan to ensure smooth user adoption of the Salesforce CRM? Is there a training plan in place for various users to manage product and price details effectively? I am thrilled about the opportunity to contribute to the design and development of the Salesforce implementation for your business. My expertise in PHP, CRM, and Salesforce App Development uniquely positions me to fulfill the objectives outlined for this project. I have Successfully designed and implemented Salesforce solutions, focusing on the customization of accounts, contacts, opportunities, products, and price books. I am excited about the prospect of contributing to the success of your Salesforce implementation. I look forward to the possibility of discussing this project further. Thankyou, Muhammad Abrar PS: Portfolio can be shared on your request thru' chat

$1 200 AUD w 14 dni

4,8

(15 opinii)

6,4

@mogsten

Hey mate I am very interested in your project. I have many experiences with salesforce. Let's work together! Thanks! Alexander

$3 000 AUD w 30 dni

5,0

(17 opinii)

5,6

@arpitkh1992

Hello I am salesforce 6x certified developer and having good knowledge in Salesforce admin and development area. Please connect with me, I can show my previous work for you. Thanks & Regards, Arpit k..

$750 AUD w 1 dzień

4,9

(49 opinii)

5,3

@KirtiSalesforce

Hi Silineen, I went through your job description of setting up salesforce and believe I have the right resource for you. Who are we? Ksolves : A publicly listed software development firm. - Salesforce crest partner - Team of 500 plus engineers and 11 years of global presence. We have a team of 100 plus sales force experts who have hands on experience for projects across multiple industries. We have an expertise in salesforce platform customisation, implementation, migration and consultancy. We would love to connect and discuss this project in detail as we have the right resource to fulfill your requirements with utmost skill set and experience. Please feel free to reach out for more details or any questions. Thanks and regards

$1 100 AUD w 7 dni

5,0

(30 opinii)

5,1

@RushikaPawaar050

I m a 3x salesforce developer and can work on your requirements . Let’s discuss more on this . Thanks ………….

$1 125 AUD w 7 dni

5,0

(18 opinii)

4,4

@MagCloud

Hi there, I am a certified Senior Salesforce Admin, Consultant, and Developer having 7+ years of experience in Salesforce I will assist you in implementing Salesforce for your business, covering a wide spectrum of functionalities from accounts and inventory to quotations and invoices. I am an expert to build, customize and configure the Salesforce Communities Cloud and I am sure I'II help you with this, I am a salesforce Lightning & Integration expert and have implemented & configured UI using Lightning components, LWC, worked on Omni-channel, Live Embedded Web chats, WhatsApp Chat Integration, FB Chat Integration, Open CTI, Custom CTI, Knowledge Base, Case Routing, Case Milestones & Entitlement. My Skills: Solution Designing, Application Development, Customer Community, Partner Community, Apex, Lightning Aura Components, LWC, Data Integrations, Visualforce Pages, Batch Classes, Salesforce community, Sales Cloud, Service Cloud, Streaming API Please do let me know if you have any questions about portfolio items or my availability or any other concern. I have been reliable to each customer & understand the responsibility of business process automation. I have always met deadlines that were discussed prior to the initial development of the feature. I will be positive in the testimony of my skillset. - I will be available/responsive through the required communication channels. I am looking forward to hearing back from you! Best Regards Mohit

$1 000 AUD w 7 dni

4,9

(16 opinii)

4,2

@ashikultamal

As an experienced software engineer with skills in Web and Mobile App Development that make me ideal for setting up your basic Salesforce Professional business account. With over eight years of experience, I have amassed extensive knowledge of HTML5, CSS3, JavaScript, JQuery, Ajax, raw PHP, MySQL, Laravel, WordPress, Shopify and REST- API -a toolset that fully aligns with the intricacies of Salesforce. In addition to utilizing my technical skills to handle tasks like configuring leads and accounts; setting up contacts, opportunities and products and automating workflows; my past leadership roles as well as in-depth understanding has prepared me for Objective 1 which involves capturing customer details and ensuring functional CRM usage. Objective 2 is as much about design as it's about functionality. My proficiency in HTML5, CSS3 and web design ensures not just quality code but also an appealing UI. Lastly Objective 3's demands of a scalable setup for potential enhancements and integrations falls perfectly within my wheelhouse. By selecting me you're not only getting a skilled technician but also someone who understands your project holistically. My main aim is to collaborate with clients and ensure long-term satisfaction. I can guarantee you won't be disappointed if you choose me for your project. Let's get started!

$1 080 AUD w 35 dni

5,0

(4 opinii)

4,3

@Meshijain

Hello, Hope you are doing well. I have Salesforce Admin Certification along with 3 more Salesforce Certification which includes automation & Salesforce setup capabilities in an efficient way. I have great knowledge of page layouts and good at creating them based on the requirements. I can even display the fields based on conditions ,Recordtypes, Profile level assignment,Good command over validation rule e.t.c . I found myself best fit for your project. I can complete your project as soon as possible. Looking forward to hear from you. Thanks.

$1 100 AUD w 7 dni

5,0

(7 opinii)

3,1

@souyah

Having worked extensively on CRM and web development projects over the past 8 years, I possess a keen understanding of Salesforce and its customization potentials. With me, you're getting someone who is not only familiar with standard Salesforce functionalities but also conscious of its scalability and potential integration with other systems such as payment and accounting. I'm confident in setting up your Supplier and Customer details, managing your Inventory and Stock efficiently, creating customized Quotations & Invoices, analyzing stock levels, managing transfers and re-order levels smoothly. What sets me apart is not just my technical expertise but also my commitment to client satisfaction. Throughout my career, I have consistently delivered high-quality solutions within deadlines while ensuring full cooperation with clients at every stage of the project. Rest assured that your requirements regarding Leads, Accounts, Contacts, Products, Price Books, Stock Management and Automations will be handled well with meticulous attention to detail. :)

$1 125 AUD w 7 dni

5,0

(2 opinii)

2,7

@balasahebdahiwa6

Hi, Hope you are doing great. I am a Professional Certified Salesforce Administrator/Developer With 7 years of experience, I can definitely help you to implement and set up a comprehensive Salesforce Professional Business Account tailored to capture essential business data, streamline customer and product management, and provide a foundation for future scalability and integration with payment and accounting systems. I will configure Salesforce to capture essential customer details, product information, opportunities, and quotations. will implement a structured system for tracking invoices, ensuring a seamless end-to-end sales process within the CRM. I will design an intuitive and user-friendly interface to facilitate easy uploading of product and price details. Ensure simplicity in managing customer, quotation, and invoice details to enhance user adoption. Will integrate features to track stock levels, transfers, re-order levels, and items on order. Implement functionalities to facilitate efficient stock management and reporting. Will design the Salesforce setup with scalability in mind to accommodate future enhancements. My technical skills are Salesforce CPQ, Apex Development, Vlocity, Service Max, Lightning Web Components, Visualforce, Integration, Database Design, Sales And Service Cloud, Administration, and APEX. Let me know if you are available for quick chat Thanks Balasaheb

$1 400 AUD w 7 dni

5,0

(1 opinia)

2,8

@ajeshjanardanan

Hi, How are you doing? As a professional developer with expertise in Web development, I eagerly anticipate the opportunity to complete this project for you. Please drop me a message to discuss the project detail. Thank you for considering my services.

$750 AUD w 7 dni

5,0

(1 opinia)

2,0

@Ishu0Bansal

Hi, I’m a Certified Salesforce pro ready to make your life easier. Let’s build an easy-to-use CRM that captures customer, product and transaction information. I’ll configure critical modules to ensure scalability for future improvements. In your quick start pack, you’ll get customized configurations for: Leads, Accounts, Contacts, Opportunities, Products, Price books, Stock management, Quotes, and Invoices. Automations and reporting. We’ll build a CRM that scales with your business. Let's talk about how I can customize Salesforce to match your specific requirements. Regards, Ishu Bansal

$1 425 AUD w 7 dni

5,0

(1 opinia)

2,0

@ritarahangdale05

Hello I have read your all details carefully and understood what you want. If you let me try, I can handle your project and deliver great results on time. Can we chat to discuss more details for your project now? Lets connect in chat so that We discuss further. Thank you. Rita.

$800 AUD w 7 dni

5,0

(1 opinia)

1,0

@donker10

Hello, I am a salesforce developer with over 6 years of experience working in Salesforce. I am offering such a low bid because I am currently starting my freelance work, and am looking to build clients and reviews. In my six years of experience, I worked with a trivia company to leverage the power of salesforce to kick start their operations into overdrive. I understand the ins and outs of salesforce and you can rest assured that best practices will always be observed. I would love to discuss this project with you further. Thank you, Hans Donkersloot

$750 AUD w 7 dni