Salesforce Cardiff Projects
Looking for freelance Salesforce Cardiff jobs and project work? PeoplePerHour has you covered.
Urgent Help - Salesforce flow and sdoc page numbering
HI I need urgent help in to create one simple flow where i get all the data and store in text variable which i can call on sdoc for reporting and secondly need to put page number on sdoc template.
12 days ago9 proposalsRemoteI am looking to create 2 videos to send to new clients
I run a small financial planning firm in Cardiff and am looking to create 2 videos for new clients to introduce them to the team. The first will be emailed to a client when they first come onboard ... I'm looking at it being shot in the office, and with each of our team (of 4 staff) introducing themselves and their role. Around 30 seconds each. I've done one myself before, and like most people, we're not naturals in front of the camera, so thought a professional would have a better eye than me and my iphone!!! I would also like a 30 second of so montage video of the team interacting at the end whilst a voice-over narrators talks about what makes us different (obviously our use of dodgy client videos!!!!). I am happy to source the editing and narrator (unless you can deal with) but need the filming done properly! There will be a second short video to be created to send to clients before their first review, this will outline the process and set their expectations of what to expect from us. I need to work on the scripts etc. but I have a clear idea.
14 days ago1 proposalRemote
Past "Salesforce-cardiff" Projects
Build a flow to update customer when a case is changed
In Salesforce we need someone to build a flow to update primary contact on an account when ever a case is changed
Organising information for mass Salesforce upload
We currently keep a log of all our company events via spreadsheet, but now need to clean up our event information in order to upload into Salesforce. The Salesforce fields have been created, but the speadsheet information does not correctly align with the topics in the CRM. This will be a combination of data clean-up, some research elements and reviewing the information already captured and allocating to the right "section".
Creating new fields in Salesforce
I am setting up a new instance of Salesforce and need some help in creating fields within products and opportunities to calculate gross profit. Is this something that you can help with? As we set things up I'm sure there will be other things we need help with so would be good to have a long term partner for Salesforce, this is the first one though and very important to us. Thanks Mark
opportunity
Salesforce Pardot Email Automation
I seek an experienced Salesforce consultant well-versed in Pardot configuration and email automation best practices. The selected freelancer will build out Account Engagement programs, skillfully manage user permissions and permission sets, craft dynamic automation workflows utilizing lists and sales funnels across TOFU, MOFU and BOFU user journeys. Tracking and analytics implementation will be prioritized to provide insights into email performance. DNS entries must be verified for proper email delivery and the consultant should proficiently integrate third-party applications via Connected Campaigns to facilitate campaign attribution. As our existing MarTech stack includes the Anthropic Einstein application, the freelancer is expected to leverage its capabilities during Pardot configuration. Process documentation outlining recommended procedures, permission guidelines and campaign frameworks implemented will be provided. A solid understanding of marketing automation, permissions management and connected technology onboarding is required to successfully realize this project's objectives. Engagement studio / journets / segmentation / dynamic list / support in setting and developing robust analytics ASSET Management Campaign management and personalised content: Create and stage all marketing assets including modular email / newsletter templates, forms and form handers, landing pages, social media. The team must be well versed to leverage social media tools such as LinkedIn and instagram to enhance our marketing efforts. Many thanks
urgent
I need to design & implement a salesforce CRM system
We don't have a CRM at the moment but need to implement urgently. i would like to use sales force. at the moment there are no integrations needed but i would like to plan the system to future proof it from the beginning.
I need a customer CRM for my property business
I currently run a property business, we are currently operating from excel spreadsheets and dropbox and I need to move to either Salesforce or Monday crm, I need to reduce duplication, human error and integrate some auto workflow etc, I would also like text messaging and postcode look ups etc, Is this something you could help with? Many Thanks William
Professional Photographer Needed for British Medical Experts
Location to travel: Various locations across the UK (London, Cardiff, Derbyshire, Cheshire, Upminster, Bristol, Oldham, Mansfield, Cambridge, Buckinghamshire, Swanland, Guernsey) British Medical Experts, a growing company in the medical field, is seeking a talented local photographer to capture professional headshots of our team members. We require a photographer who can travel to the listed locations to conduct photo sessions. Responsibilities: Travel to designated locations (London, Cardiff, Derbyshire, Cheshire, Upminster, Bristol, Oldham, Mansfield, Cambridge, Buckinghamshire, Swanland, Guernsey) to conduct photo sessions. Work with team members to capture high-quality professional headshots. Follow provided professional headshot guidance to ensure consistency in style and quality. Collaborate with individuals to create a comfortable and relaxed atmosphere during the photo sessions. Requirements: Proven experience in portrait photography, particularly in capturing professional headshots. Excellent understanding of lighting, composition, and posing techniques. Proficiency in using professional photography equipment and editing software. Ability to travel to various locations within the UK. Strong communication and interpersonal skills. Flexibility and adaptability to work in different environments and with diverse individuals. Benefits: Competitive compensation: We offer competitive rates and will cover all travel expenses. Opportunity for ongoing collaboration: Successful candidates may be considered for future photography projects with our company. Professional development: Gain experience working with a reputable company in the medical field and expand your portfolio. If you are a skilled photographer who is passionate about capturing professional headshots and are willing to travel to various locations across the UK, we encourage you to apply. Please submit your portfolio showcasing your previous work along with your resume and a brief cover letter outlining your relevant experience and availability.
I need Cardiff based assistant to run some errands
Hi. This is a job for half of an evening, maybe 2-3 hours. And maybe for 1 or 2 days. Would be good if you have your own vehicle. Cardiff based people apply only pls. Will share more details soon.
opportunity
CSM Dashboard
I'm looking for a CSM dashboard (to be available as either a standalone site or web app), similar to the image attached. The information shown will be pulled from our CRM (Salesforce), Google Calendar and from Google Sheets. Essentially, this is just a front end to convey the information in a clean way. Happy to discuss requirements further on a call to ensure that we are aligned and your cost is reflective- keen to get going as soon as possible.
opportunity
Marketing Expert for Client Acquisition in Data Analytics Sector
We are a startup data analytics company seeking a highly skilled marketing expert to help us find new clients. Our services are centered around providing top-tier data analysis solutions to mid and large market businesses, utilizing the most advanced tools and AI techniques available. The successful candidate will be responsible for developing and implementing a comprehensive marketing strategy aimed at generating leads and facilitating meetings for our sales team. Key Responsibilities: - Design and execute a marketing plan that effectively targets our ideal customer segment. - Experience in using lead generator tools to build a robust list of potential clients. - Conduct outreach to generate leads and arrange sales meetings. - Analyze the performance of marketing initiatives to continually refine our strategy. Freelancer Requirements: - Expertise in lead generating tools to find the targeted clients needed for our business. - Proven ability in crafting and implementing innovative marketing strategies in the B2B space, ideally within the tech or data analytics domain. - A portfolio demonstrating previous marketing successes, particularly in lead generation and customer acquisition. - Strong communication skills for creating impactful marketing content and outreach communications. - Knowledge of data analysis tools would be a plus but not required (e.g., Tableau, Power BI, Adobe Analytics, HubSpot, Salesforce). We use these tools to provide data analysis services. Project Goals/Objectives: - Position our company as a go-to solution for businesses seeking advanced data analysis services. - Deliver a consistent flow of qualified leads to our sales team, driving customer acquisition and business growth. Timeline: Immediate start, with the goal of achieving measurable results. There will be opportunity for ongoing work for a talented freelancer.
opportunity
Salesforce new business set up. Workflow and downstream connect
I need a salesforce consultant to configure my environment to my requirements. I have a process I follow and a very detailed workflow and set of requirements. Configure profiles Configure the Leads, Accounts, Contacts, Opportunities, and claims object using formula fields to calculate R&D Tax Claim Create 2 Approval processes that allow 2 people to review an opportunity at a defined stage within the opportunity process. Configure or edit the standard fields across the 5 objects stated above. Add 50 custom fields, update pick list values, update page layouts with fields / related lists and create up-to 2 new record types. One Drive Connector using Files Connect enabling storage of files per client Configure 8 reports and 2 dashboards. Create a Benefit Summary calculator to mirror the calculations on my spreadsheet withing the salesforce application
Cardiff Cycle City newsletter......."Bike the 'diff!"
Cardiff Cycle City is a voluntary group . This is our twice yearly newsletter comprising news, features, advice with plenty of photos and illustrations even a cartoon. All material provided just need design and in format that can be posted online and downloaded for printing.
Google Ads & Salesforce Short Consultation
Thanks for your interest in this! I need immediate advice on a specific issue I am facing in setting up offline conversions sync between Salesforce and Google Ads. Specifically, I am not able to select the GCLID field to sync from Salesforce back to Google Ads within the Google Ads linked accounts interface. I need your advice via messages to guide the next steps to try and solve this issue. Thanks!
Freelance Sales/Closer Representative
Job Title: Freelance Sales/Closer Representative We are a premier web and app development firm based in London, specialising in crafting bespoke websites and mobile applications tailored to the unique needs of our clients. With a team of talented developers and designers, we deliver innovative and high-quality solutions that help businesses thrive in today's digital landscape. Job Description: Position: Freelance Sales/Closer Representative Location: Remote (London-based preferred) Job Type: Freelance/Contract Responsibilities: - Prospect, identify, and actively pursue new business opportunities within the target market segments for web and app development services. - Build and maintain strong relationships with potential clients through effective communication, presentations, and follow-up strategies. - Conduct in-depth needs assessments to understand clients' requirements and propose tailored solutions that align with their business objectives. - Collaborate closely with the development team to craft compelling proposals, quotes, and presentations that effectively showcase our capabilities and value proposition. - Negotiate contracts, terms, and pricing agreements with clients to secure new business and achieve revenue targets. - Provide exceptional customer service throughout the sales process, ensuring a seamless transition from initial contact to project kickoff. - Stay informed about industry trends, competitor offerings, and emerging technologies to effectively position our services and differentiate our firm in the market. - Maintain accurate records of sales activities, pipeline, and client interactions using CRM software. Collaborate with marketing and business development teams to develop strategies for lead generation, conversion, and customer retention. Qualifications: - Proven track record of success in freelance sales, business development, or related roles, preferably within the technology or digital services industry. - Strong understanding of web and app development processes, technologies, and trends. - Excellent communication, presentation, and negotiation skills, with the ability to articulate technical concepts to non-technical audiences. - Results-driven mindset with a focus on achieving and exceeding sales targets and KPIs. - Ability to work independently and manage own schedule effectively. - Proficiency in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite. - Bachelor's degree in business, marketing, computer science, or a related field is preferred. Join IV as a freelance sales/closer representative and play a crucial role in driving growth and success by connecting businesses with our cutting-edge web and app solutions. Apply now to be part of our dynamic team!
opportunity
Salesforce Marketing Cloud - Email developer/email builder
Hi there, We are looking for an Email Developer to work as a full-time contractor for a Fintech company. This person will manage the build of emails for the CRM team in Salesforce Marketing Cloud. The working hours for this position are 40 hours per week, 8 hours per day with one hour for lunch/dinner plus 25 holidays and local country bank holidays. Remote position worldwide with a working time from 8 am to 5 pm (CET/ and CEST in summer time) worldwide daily. Skills: - Working experience of 1 to 3 years with Salesforce Marketing Cloud. - Working knowledge of email marketing, including direct experience with email deployment tools & technologies. - Solid knowledge of HTML/CSS coding for email and MJML framework, and familiarity with responsive design and email client/browser standards. - Deep understanding of campaign flow and process and how it drives digital marketing efforts - Working knowledge of content builder tools and an understanding of relational databases and data schemas - Able to create landing pages with forms and the unsubscription center. - Ability to work collaboratively across teams and with 3rd party partners - Experience with Liquid, AMPscript, SQL, SMS, App Push notifications, WhatsApp and In-app messaging is a plus. - Graphic Design or Programming background preferred
PR needed for young author and kid-trepreneur
A set of under 10 siblings have published their first book, after 12 months of trials and tribulations, including having to create their own organic CBD coffee body scrub business in order to fund the costly mistakes of trusting people in business. Through many setbacks, the perseverance remains as they have finally reached their financial goals in order to get their first STEM-inspired Kid-entrepreneur book published! An official launch is taking place with support from Liverpool FC's youngest ever footballer, who was touched when he learned about the journey of these young children and wanted to show support. Jerome Sinclair will be in attendance in Cardiff, Wales to help launch the book for these young entrepreneurs! A crowdfunding page will be required to be set up for the continued support of these young children's journey. Book launch official date; 16th february 2024 at Techniquest, Cardiff. We need help with PR/journalism for the above. More details, videos and photos will be provided. Please submit your proposals and timeframes.
PDF to Salesforce Upload Format
I have a pdf file containing tables that I require formatted into a spreadsheet that can be uploaded into Salesforce. Example of pdf attached.
Salesforce developer
We are a garden rooms company (www.smartspaces.c.uk) and have a new website. We need the forms to be integrated into Salesforce so new leads come in with the all the information on the forms. The fields already exist in salesforce to link with. There are 4 forms to integrate. We also want a welcome email to go out once a new lead is submitted. We will want other ongoing work, but this is the priority We want someone who is Salesforce Dev Certified