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Configure a CRM system (Salesforce, Pipedrive or other)

$30-250 USD

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Opublikowano ponad 4 lata temu

$30-250 USD

Płatne przy odbiorze
We are looking for a CRM Expert that has enough knowledge about the tools in the market so it can: 1. Recommend the best tool to use based on our scenario below 2. Help us configure the tool to fit our scenario below When you bid for the project please write in the project description what CRM you recommend we need to use based on the scenario below. PLEASE DO NOT BID WITHOUT RECOMMENDING A CRM IN THE PROPOSAL OR YOUR BID WILL BE IGNORED. REQUIREMENTS: We need to import a list of leads we purchaseWe mail them a letter, email or call. (we'd like to differentiate in the stages between mail sent, or contact made via email or call)They then have to apply to get accepted on an online form (form to be generated and customized using the CRM, and upon application, an automatic email needs to be sent to the lead)Once applied the status should change/progress and all the fields should be updated for the lead and its [login to view URL] reviews the applications and progresses them to the next stage, which needs to trigger a welcome [login to view URL] an admin progresses an application to accepted a contract needs to go out to the applicant (e-signature required therefore integration with the CRM is crucial)Upon signing the document the lead has to be moved to a different stage awaiting payment and a payment email sent out(ideally the CRM can integrate with stripe)After payment is made the lead needs to become a member (with welcome email)Once a member admin needs to have the ability to allocate the member to a group with other [login to view URL] needs to be an ability to send a recurring meeting invite via Zoom for the group. Admin wants to see potential value for all cold leads imported, the potential value for those contacted, revenue based on those converted to members, recurring revenue and future projections.
Identyfikator projektu: 22359924

Informację o projekcie

14 ofert
Zdalny projekt
Aktywny 4 lata temu

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14 freelancerzy składają oferty o średniej wysokości $204 USD dla tej pracy
Awatar Użytkownika
The Recommended CRM would be Salesforce as per requirements, has wide variety features. I'm a professional Senior Salesforce Consultant over 5 years of experience with a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization. I have worked on multiple projects, and have a good understanding and working about the Salesforce. I'm looking forward to providing the best solutions for building and customizing your Salesforce organization. I’m Salesforce Certified in Administrator, Advanced Administrator, Community Cloud Consultant, Platform Developer 1. My professional skills in: - Account Management - Case Management - Lead Management - Opportunity Management - Implementation of standard objects - Custom Objects and Fields - Page Layouts and Record types - Data Import/Export - Matching & Duplicate rules - Assignment Rules - Validation Rules - Sharing Rules - Security Settings - Reports and Dashboards - Apex Classes, and Triggers - Visualforce Pages - Lightning Components - Email Services - Approval Processes - Workflow Management - Process Builder using "Flows" - Integration of the external services - Github for Release Management - Jenkins for CI/CD - Lightning Experience - Sales Cloud - Service Cloud - Community Cloud - Documentation - Deployment Well, my service would cost $250but can he negotiable, also can work for 25 hrs/week. "You Dream It. I Build It."
$250 USD w 10 dni
5,0 (4 opinii)
3,6
3,6
Awatar Użytkownika
Hi, Based on Above Scenario I would recommend to go with SalesForce. Professional Certified SalesForce Developer can help you with Salesforce Setup and configuration, 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 I can share a portfolio regarding what I have for you. Can we have a quick discussion regarding your requirements? Waiting to hear from you soon and be a part of your success!! Thanks!
$140 USD w 7 dni
4,9 (10 opinii)
3,8
3,8
Awatar Użytkownika
Both products can be used to suit your needs. I can only guess what your decision making parameters are... But, if purely looking from a commercial standpoint, Pipedrive has a compelling case. Salesforce is pricier. But there ends all merits Pipedriver has over Salesforce. Salesforce has more holistic offering both in terms of feature breadth - and in depth. For example, sending an email to a Lead. Salesforce offers best in class Email security, ability to genuinely mask from-address to make it look like a corporate email address, without Gmail showing "suspected spam", etc. So, while most of features that you ask are there in both the CRMs, Salesforce would have a more deep & complete feature set. Not to mention heavily customizable. If you are considering investing seriously in CRM as a platform for your business - then Salesforce, no doubt. If it is a commerical driven, short term let-me-try CRM, then Pipedrive. Happy to have further conversations. Look me up on LinkedIn as Varun Pilla.
$250 USD w 7 dni
5,0 (1 opinia)
3,2
3,2
Awatar Użytkownika
Just had a quick visual over your project's posting. I am more than happy to proceed with you. However, i have some questions which i like to ask. Can you message me over the chat so we can start? I will display my relevant portfolio over the chat. I am looking forward to get all the technical requirements from your end. Please check my certifications to estimate my skills.
$140 USD w 7 dni
0,0 (0 opinii)
0,0
0,0
Awatar Użytkownika
Hi, Salesforce will be the best suit accirding to your requirements. M certified salesforce developer and administrator having 2 years experirnce of salesforce application development. Expert in visualforce, apex, triggers process builders and workflow rules, flow and complete automation. I will implement the system as per your requirements. Have a conversation with me before placing order. Best Regards: Khawaja Abdu arehman
$200 USD w 14 dni
0,0 (0 opinii)
0,0
0,0
Awatar Użytkownika
I have designed CRM pages for multiple clients over the years, mostly in Salesforce. I also have experience in requirements gathering and reporting. I use a modeling program to display how the CRM pages should be configured.
$280 USD w 7 dni
0,0 (0 opinii)
0,0
0,0
Awatar Użytkownika
Hello, Read your job details carefully, I am a Senior Salesforce Admin, Consultant, and Developer with 7+ years of experience in Salesforce. I can do your work if you will provide me more details of project.I will definitely give you a best solution to your problem. Thanks
$140 USD w 7 dni
0,0 (0 opinii)
0,0
0,0

O kliencie

Flaga ROMANIA
Bronshoj, Romania
4,7
37
Zweryfikowana metoda płatności
Członek od wrz 10, 2012

Weryfikacja Klienta

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