
Salesforce Customisation
4539
$$
- Posted:
- Proposals: 11
- Remote
- #392546
- Archived
SharePoint, Sitefinity, MS Dynamics CRM 2013, NAV 2013, SSRS, Salesforce, ASP.NET, C#,Sitecore, NOP Commerce, Wordpress, Kentico, Magento, Drupal, Andriod, creative design, SQL services
471088511974508903172969345077597182361384607194239757591428607634
Description
Experience Level: Intermediate
Estimated project duration: 1 - 2 weeks
Hi. I'm looking at various CRMs including salesforce to manage my sales workflow and there is some customisation I would like to be able to achieve.
There are 3 things missing from the default salesforce installation I think which would be great to integrate.
Firstly, for any contact/lead/organisation, I'd like to be able to link to other known contacts/leads/organisations. When I call a new lead, it's important for me to know who else on my system they know as it instantly creates an affinity with them.
Secondly, I'd like to be able for any contact/lead/organisation be able to see a list of other contacts/leads/organisations who are close by, based on geolocation I suppose generated from their address.
Finally for any contact/lead/organisation I'd like to be able to see similar contacts/leads/organisations based on tags. I suppose tagging is possible in salesforce?
If I add some of this info for a contact, I'd also want to be able to see it for that contact's organisation too. So have it propogate up.
I hope that all makes sense. Let me know what you think and what sort of price it might cost.
Many thanks
Matt
There are 3 things missing from the default salesforce installation I think which would be great to integrate.
Firstly, for any contact/lead/organisation, I'd like to be able to link to other known contacts/leads/organisations. When I call a new lead, it's important for me to know who else on my system they know as it instantly creates an affinity with them.
Secondly, I'd like to be able for any contact/lead/organisation be able to see a list of other contacts/leads/organisations who are close by, based on geolocation I suppose generated from their address.
Finally for any contact/lead/organisation I'd like to be able to see similar contacts/leads/organisations based on tags. I suppose tagging is possible in salesforce?
If I add some of this info for a contact, I'd also want to be able to see it for that contact's organisation too. So have it propogate up.
I hope that all makes sense. Let me know what you think and what sort of price it might cost.
Many thanks
Matt
Matt D.
100% (4)Projects Completed
5
Freelancers worked with
5
Projects awarded
14%
Last project
24 Apr 2020
United Kingdom
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