Salesforce Us Projects
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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.
15 days ago9 proposalsRemote
Past "Salesforce-us" 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
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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
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
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
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
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
Pardot - Sales Funnels & Campaign Implementation
Project Overview: Seeking a Salesforce professional, who’s proficient in implementing comprehensive sales funnels within Pardot, aligning with our company's Sales Qualified Leads (SQL) and Marketing Qualified Leads (MQL) activities and scores. Our goal is to develop tailored campaigns across various stages of the sales funnel, including awareness, nurture, and retention campaigns. Knowledge of Pardot is crucial for this project. Objectives: Develop top, middle, and bottom-of-funnel sales funnels within Pardot to effectively nurture leads and drive conversions. Align sales funnel stages with our company's SQL and MQL activities and scores to ensure accurate lead qualification and segmentation. Create awareness campaigns to attract and engage potential leads, showcasing the value proposition of our products or services. Implement nurture campaigns to educate and build relationships with leads, guiding them through the decision-making process. Develop retention campaigns targeting existing customers, aimed at fostering loyalty, increasing retention rates, and driving upsell opportunities. Key Requirements: Expertise in Pardot: expertise in working with Pardot, including proficiency in setting up automated campaigns, lead scoring, and segmentation. Understanding of SQL and MQL Activities: posses a deep understanding of Sales Qualified Leads (SQL) and Marketing Qualified Leads (MQL) activities and scores, and be able to translate this knowledge into effective campaign strategies. Ability to Develop Tailored Campaigns: demonstrate the ability to develop customized campaigns tailored to different stages of the sales funnel, incorporating personalized messaging and content. Track Record of Success: We seek an agency with a proven track record of successfully executing similar projects and delivering measurable results in lead generation, nurturing. Collaboration and Communication: Strong communication and collaboration skills are essential for seamless coordination between our internal team throughout the project. Deliverables: Detailed sales funnel strategies and plans for top, middle, and bottom-of-funnel campaigns. Implementation of automated campaigns within Pardot, including setup of lead scoring and segmentation rules. Training and knowledge transfer to our internal team on managing and maintaining campaigns within Pardot. Timeline: The project is expected to commence ASAP and be completed by 18th March (includes timelines for strategy development, campaign setup, testing, and optimization). Budget: Please provide a breakdown of your proposed costs for strategy development and campaign setup. Next Steps: Pls submit a proposal outlining your approach, capabilities, and pricing for this project. Please include relevant case studies or examples of past work demonstrating your expertise in Pardot campaign management and lead nurturing. Thank you for considering this opportunity. We look forward to reviewing your proposal and potentially collaborating on this exciting project.
opportunity
Digital Insurance Technology Vendors Selection Matrix
Project Overview: I am seeking a comprehensive Selection and Scoring Matrix that will aid me in evaluating potential digital technology vendors. The focus is on assessing their capabilities in the insurance sector. The primary criteria we would like you to consider include: Track Record: Previous projects in the insurance domain. Client references and testimonials. Timely and successful project delivery. Commercial Model: Clear and transparent pricing structure. Flexibility in adapting to different business models. Value for cost. Ecosystem of Strategic Partners: Integration capabilities with major platforms, e.g., Salesforce, AWS, etc. Collaborations with industry-leading partners. Demonstrated ability to work within diverse technological ecosystems. Deliverables: I am looking for a well-structured matrix that allows for a thorough evaluation of potential vendors based on the specified criteria. Each criterion should be clearly defined, and a scoring system should be provided. Additionally, please include any considerations or insights you believe are crucial in the vendor selection process.
opportunity
Email developer - Full-time contractor/freelancer
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. 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 knowledge of email marketing, including direct experience with email deployment tools & technologies. Salesforce Marketing Cloud Experience is a plus. - 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 - Ability to work collaboratively across teams and with 3rd party partners - Direct experience with Customer Engagement Platforms like Braze, Customer.io, Hubspot, or Salesforce Marketing Cloud is required. - Experience with Liquid, AMPscript, SQL, SMS, App Push notifications, and In-app messaging is a plus. - Graphic Design or Programming background preferred
opportunity
Salesforce development - creation of population of assets
We are looking for a developer to help set up and populate assets within our Salesforce CMS system. We are a coffee machine supplier and more recently have been supplying multiple coffee machines to the same customer (account). If said customer bought a second/third etc machine they have been set up with another account rather than multiple assets within a single account. From a hierarchy perspective any given customer should only have a single account and multiple assets within this account (if they have multiple machines) We are looking for a developer to 1 - correctly configure the asset object (I will supply a list of fields to be contained within) 2 - export customer data, edit as required and reupload with the "coffee machine information" contained within the assets - and not the account. It should be a simple enough task for someone proficient in Salesforce. I will email further details (relating to the required fields and anything else required to complete the task). Please fire away with any questions. Thank you.
Salesforce automation from website and set up
I am looking for a salesforce consultant to automate emails from our website forms and also ensure that there is unsubscribe which is then linked back to salesforce. I am able to get someone to complete the automatic emails from templates in salesforce but would like to have these al automated please This is for SmartSpaces.co.uk