
I need a techy, Salesforce savvy individual to help with our CRM integration
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Post a project like this3147
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- Proposals: 8
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Salesforce.com, saleforce Apex, Salesforce App Development, Visualforce, Zoho CRM, HTML, CRM
Certified Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud


Laravel, Vue.js, Python, Machine Learning, Computer Vision, NLP, Shopify, Wordpress, PHP/MySQL, REST APIs, Payment Getewasy(Stripe,Paypal), Bootstrap, Sass, Less, Logo Design

7050451478364145349972503014727291485269926176249399





Description
Experience Level: Intermediate
Here is an exact description of what we would like:
1) Amended 'fields' on our leads, opportunities, accounts (etc). This is so we can customize it to be more in line with our business
2) Outlook e-mail sync
3) VoiP telephone integration - we use Counterpath X-Lite but want to be able to call leads directly through the Salesforce platform
4) DocuSign integration - we want the ability to send our newly closed clients application forms with integrated DocuSign to speed up process
5) We want a way to be able to automatically set & send out foreign exchange rate alerts to customers through Salesforce - ideas?
6) We want a way to upload excel files containing our client trade data and for that to automatically be updated on each individual account
1) Amended 'fields' on our leads, opportunities, accounts (etc). This is so we can customize it to be more in line with our business
2) Outlook e-mail sync
3) VoiP telephone integration - we use Counterpath X-Lite but want to be able to call leads directly through the Salesforce platform
4) DocuSign integration - we want the ability to send our newly closed clients application forms with integrated DocuSign to speed up process
5) We want a way to be able to automatically set & send out foreign exchange rate alerts to customers through Salesforce - ideas?
6) We want a way to upload excel files containing our client trade data and for that to automatically be updated on each individual account

Henry V.
0% (0)Projects Completed
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Freelancers worked with
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Projects awarded
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Last project
8 Feb 2017
United Kingdom
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HI Henry - Regarding the VOIP - Are you currently using the lightning interface or Classic ?
311797
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