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#1 Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud
Gurgaon
Salesforce.com, saleforce Apex, Salesforce App Development, Visualforce, Zoho CRM, HTML, CRM
London
59666123726177618631708443926176240653236296522710126087314852692384170725030
Description
Experience Level: Intermediate
I work for a data centre operator in London and Manchester. We are currently using Salesforce and have been since January. We are at the point now that we need more inter-department visibility and see Salesforce as the perfect tool for this. We want to be able to do the following;
- Submit an order on SF, it then prompts an email to our sales@ distribution list and into a queue with our provisioning team
- Then we want it to be able to worked on by our Provisioning team and attach all the details they usually fill in onto the order
- Once finished working with provisoning we'd like for it to be passed to accounts by emailing them saying an order is ready to be invoiced
The problem is currently that sometimes provisioning miss new orders that come in and sometimes accounts miss new invoice request because everything is email based. We don't think it's an overly complicated project just to try and organise a few processes and make a few auto emails. Does this sound like something you could help with?
We'd ideally need someone to come and spend some time with us to complete, the project has potential to grow to other areas.
Mark
- Submit an order on SF, it then prompts an email to our sales@ distribution list and into a queue with our provisioning team
- Then we want it to be able to worked on by our Provisioning team and attach all the details they usually fill in onto the order
- Once finished working with provisoning we'd like for it to be passed to accounts by emailing them saying an order is ready to be invoiced
The problem is currently that sometimes provisioning miss new orders that come in and sometimes accounts miss new invoice request because everything is email based. We don't think it's an overly complicated project just to try and organise a few processes and make a few auto emails. Does this sound like something you could help with?
We'd ideally need someone to come and spend some time with us to complete, the project has potential to grow to other areas.
Mark
Mark S.
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Last project
6 May 2024
United Kingdom
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Hello Mark,
Visiting the office is required or the work can we done remote?
707818
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