Phoenix - Your AI AssistantSalesforce Assistance
- Posted:
- Proposals: 28
- Remote
- #4421860
- Expired
Dubai 
Description
Experience Level: Intermediate
We need assistance with our CRM Salesforce in improving our customer journey, including improving the Data Import Wizard, Seperation of Data For Staff, Improvement of Workflows and Other Variations To Our System
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Before jumping in, I need clarity on a few things: Are you planning to integrate payments directly into Salesforce or keep billing external? Do you already have a clean list of customer data, or will I need to handle significant cleansing? How complex are your commission tiers flat percentages or layered structures?