Salesforce Philippines Projects
Looking for freelance Salesforce Philippines 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.
10 days ago10 proposalsRemote
Past "Salesforce-philippines" 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
Local person to visit a company in BATANGAS, PHILIPPINES
Confirmis (www.confirmis.com) is a Singapore-based business information provider specializing in connecting businesses with global capabilities; comprised of industry veterans, Confirmis business model is designed to overcome perennial lack of data (let alone quality data) to support effective decision making, particularly in developing economies. As a Site Verifier, you will be responsible for verifying a company’s existence through visual data by conducting a site visit to ensure that we provide reliable and accurate information to our client. JOB DESCRIPTION: • Conduct basic verification with the subject company’s authorized representative, such as line of business, key executives' name, etc. • Take pictures of the subject company and its vicinity, as per Confirmis’ standard operating guidelines. • Provide observation about the company to gauge activeness, e.g., staff working at the premise, loading/unloading of goods, etc. REQUIREMENTS: • Must be living in (or nearby) BISAYA CALACA, BATANGAS, REGION 4 PHILIPPINES • Must be available in business hours (9AM - 4PM) on working days to conduct the visit. • Has a camera or phone/tablet of quality with a camera, internet access Please see the attached file for the site visit guideline. You are only required to deliver the pictures, video & observations and are not expected to put together a report like the Sample Report. Note: Milestone will be released the following week after the site visit to give us time to organize the report and contact you if we need additional clarification.
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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
Native English Speakers in Philippines Needed for AIC Labelling
Needs to hire 7 Freelancers Background The purpose of this AIC labeling is to categorize video into distinct groups. This SOP is used to evaluate the accuracy of the model prediction for UGC. Position: Moderator Job Type: Part-time, Work from Home Responsibilities - Engage in content moderation activities, ensuring that annotated data complies with client-defined guidelines and policies - Identify and flag any content that violates established standards 1. Participate in the training sessions according to the agenda and pass the qualification tests 2. Complete the daily output target and attend calibration/refresher sessions per project needs Requirements 1. Native English speaker with a good sense of language skills 2. Available at least 30 hours per week with a relatively fixed daily schedule 3. Up-to-date PC (Windows 10 or later) or Mac (Big Sur or later) with stable utility and internet connection 4. Willingness to adapt to varying client requirements and annotation tasks 5. Ability to quickly grasp and apply new guidelines and project specifications 6. Degree and/or working experience in literature, translation, linguistics, teaching is a plus 7. Similar project experience in data collection, annotation, quality control, coordination is a plus Additional Notes 1. The training usually takes 3 days and about 4 hours per day. Before formally joining our project, you are required to score over 95% in the practice queue. 2. Planned leaves (including public holidays) need to be claimed a week in advance 3. A two-week notice by email is required for resignation Hourly Rate: 2USD per working hour Project Duration: 2-4 weeks Start Date: March 22rd Please attach your resume if you're willing to join.
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.
Open bank account
We are looking for a freelancer to assist us in opening a bank account in Singapore , Philippine . The ideal candidate should have experience in the financial industry and a thorough understanding of the banking regulations in Singapore. The specific tasks that we require assistance with include: 1. Conducting market research to identify the best bank accounts for our business needs. 2. Providing guidance on the required documentation and procedures for opening a bank account. 3. Assisting us in completing the application forms and submitting them to the bank. 4. Liaising with the bank's representatives to resolve any issues or questions that may arise during the account opening process. 5. Providing ongoing support and assistance as needed. We are open to considering candidates from any part of the world, but it is preferred if they have experience working with banks in Singapore. The project is expected to take approximately 10-15 days to complete, and we are willing to pay a competitive rate for the right candidate. If you are interested in this project, please submit your proposal, including your relevant experience and qualifications, to [insert contact information]. We will review your proposal and respond to you promptly.
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 developer with Wordpress experience needed
Looking for a professional developer with Wordpress experience. Although Wordpress currently offers practical solutions that can be activated with a few clicks, this is NOT a copy + paste role. The right professional must fully understand how websites powered by WordPress operates, including necessary plugins and customizations. It is for an ongoing project, not a one off job. So please send your proposal including how many hours a week you think the maintenance of a Wordpress website will require and what would you be your monthly fee for that (in US Dollars). Preference for professionals based in or around the Philippines, due to budget, but developers from other countries also welcomed to apply. The budget displayed is a sample, as People Per Hour requires to enter any amount. Please send at least 3 samples of websites you developed or currently offer maintenance to when sending your proposal.
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Legal Contract Needed for Philippine Based VA
I have a virtual assistant working for me on an hour-by-hour basis. They're based in the Philippines and specialise in designing Amazon images. I want them to begin working on a client account (based in the UK) but I need to draft a legal contract for protection. The virtual assistant isn't an employee but rather a contractor.
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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.
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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.
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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
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!
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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
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Professional Customer Support Agent
We are looking for professional customer service call agent for regular ongoing work. Must have previous experience in telemarketing, customer service or telesales (b2c). MUST have a good clear level of english as the role is phone based. About us: We help adults in the UK gain a recognised qualification via funded online courses. We are looking for someone to work with our internal team largely based in the Philippines/Indonesia to provide a high level customer service to our customers. **** We are looking for someone who can work with us on an ongoing monthly basis, working UK hours**** ****TO BE CONSIDERED, PLEASE SEND A COPY OF YOUR CV*** Looking forward to hearing from you.
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.