Salesforce & Zoho development

$15-25 USD / hour

Closed

Posted

about 5 years ago

$15-25 USD / hour

The goal at this stage is to configure Salesforce so that it can accommodate all of my Non-Registered (Unqualified/unvetted/prospective) Investor contacts details from multiple sources Uploaded and import said Non-Registered Investors (some records have little to no information but the minority). A part of configuring and a goal for doing this is that as we work through the leads using Salesforce we can start to properly populate missing information and cleanse existing as we mine through. *Registered Investors go through a process via a webform to submit their details and investment preferences (NB: integration to salesforce at some point helpful but given they go through a separate marketing channel outside of Salesforce not critical for now)

Project ID: 18938744

About the project

17 proposals

Remote project

Active 5 yrs ago

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17 freelancers are bidding on average $21 USD/hour for this job

@letsstartcoding

I am expert Salesforce & Zoho. Ready to start work from now .........................................................................................

$20 USD in 40 days

4.8

(46 reviews)

5.9

@adicoman

Hi, I am very interested to work on your project. I have 17+ years experience in Web Development using a large variety of programming languages, frameworks, database architecture, APIs, CRMs, ERPs, mobile development, web design, development tools. There are more then 1000 projects(small/medium/high complexity) successfully implemented and few of them related with yours can be seen on my freelancer.com portfolio. * * Note that my bid is relative and will be adjusted after detailed estimation of implementation effort/coast ** Let's start our collaboration by sending me all details in a written document which will be used as reference during project implementation Thank you! AdiC

$25 USD in 40 days

5.0

(13 reviews)

4.4

@Nagendra87

please find my cover latter that shows my past experience. 1. ConverseHealth (Salesforce App-Exchange Product) 2. CloudCraze eCommerce for Salesforce, Community Site, Lightning API Skills: CloudCraze App-Exchange Product for eCommerce, Commerce Cloud, Community Cloud, Live Agent, User Story Boards, Apex, VF Pages. 3. Zoho CRM to Salesforce Migration, Customization, Integrations 4. Professional Services Automation (PSA) 5. Salesforce Checkout APP. 6. (CRM Spark) CRM Meetings is an easy, no-risk way for marketers to triple response rates and generate qualified sales calls from leads. Hello Meetings uses targeted incentives, automated scheduling, and behavioural psychology to boost sales productivity by 3x to 6x versus traditional content marketing. Responsibility : - Creation of Fields and objects according to design document. - Creation of Workflow and Approval process according to requirements. - Creation of validation rules. - Creation of Visual force pages for their automation process - Created Triggers. - Created Apex Classes. - Created Visual force pages. - Created Test Classes. 7. [Open CTI Integration] Complete Call center solution using Salesforce Open CTI integration of softphone with salesforce. This application has modules. 1. Setup Wizard 2. Integrated with Open CTI 3. Call Routing/Schedule 4. Voicemail etc...

$22 USD in 40 days

5.0

(1 review)

2.4

@orchidkart

I am 5+ years experienced full stack developer having experience in building and implementation of various CRMs. I have hands on experience with Zoho CRM. Let's connect!

$22 USD in 40 days