Get buiness correctly set up on

  • Posted:
  • Proposals: 6
  • Remote
  • #661688
  • Awarded
Prasun B.
Dan B.Gowtham  (Krishna) P.Vandmsolutions P.Jagdeep G. + 1 other have already sent a proposal.
  • 1


Experience Level: Entry
General information for the business: Financial services brokerage
Industry: Business
Kind of support: Software
Description of support work: Basically this is the process I would like to have in salesforce:

System configured to take in lead information as per both proposal forms attached. System set up based on this information. Ability to record all client interaction with client through sales process.
Leads to be recorded under business introducer and relevant sales channel
Deal sales process to be configured to measure leads, finance applications, finance approvals/declines, deal drawdown
Ability to produce reports recording all metrics based on above. Ability to produce reports based on business volumes from business introducer and via sales channel
•Set up system to take in all relevant leads correctly both as accounts and contacts
•Set up dashboards and create relevant reports and listings

Just to simplify what I need:
•Record the leads as they arise and input on system as lead and opportunity in professional manner. Ability to see business spread from individual salesperson (3)
•Diary sign up calls and record outcomes with deal profitability/margins
•Diary follow up crm calls
•Set up to run monthly reports on lead generation/applications/sanctions/declines/drawdowns/volume/income/case numbers/introducer
All the above to be controlled from iphone.
This needs to be a simple system with ability to navigate easily
Extra notes:

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