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Laravel Developer | Web PHP Developer | Codeigniter Developer| WordPress | Woocommerce | Shopify
Muzaffargarh
SEO | PHP | WordPress |Salesforce |Zoho|UI/UX |MERN|Full Stack Development|Logo | Graphic Design
Agra
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Description
Experience Level: Intermediate
I am a buyers' agent of property in Australia (real estate industry).
I've just purchased Salesforce Lightening Sales Cloud PE and will need it set up for my business please.
I am a small business so do not require too much at the moment. I am hoping to have the following:
1) new clients complete a form I send them via a link. This captures their personal details and adds to Salesforce. This way I start to have a database of my clients.
2) my web "contact me" form needs to be integrated with Salesforce so it captures a little more information and allows me to have a database of inquiries.
3) the information provided in 1 above can be used to pre-fill my agency contract so it is more efficient for my business.
Any other assistance or ideas are welcome too if you feel they will benefit my business. I have limited Salesforce knowledge so am open to seeing more benefits that you may be able to show me.
Thank you for your assistance.
I've just purchased Salesforce Lightening Sales Cloud PE and will need it set up for my business please.
I am a small business so do not require too much at the moment. I am hoping to have the following:
1) new clients complete a form I send them via a link. This captures their personal details and adds to Salesforce. This way I start to have a database of my clients.
2) my web "contact me" form needs to be integrated with Salesforce so it captures a little more information and allows me to have a database of inquiries.
3) the information provided in 1 above can be used to pre-fill my agency contract so it is more efficient for my business.
Any other assistance or ideas are welcome too if you feel they will benefit my business. I have limited Salesforce knowledge so am open to seeing more benefits that you may be able to show me.
Thank you for your assistance.
Kitty P.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
0%
Last project
4 May 2020
Australia
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