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- Proposals: 15
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Salesforce Consultant (13x Certified), Sales Cloud, Service Cloud, Pardot, CPQ/QTC (steelbrick), QTC, Apex, VisualForce, all things Salesforce really!
London
#1 Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud
Gurgaon
Zoho Advance Partner | Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho Extension
London
HubSpot Certified Trainer | HubSpot Elite Partner |Marketing Automation| Salesforce | Marketo | Digital Marketing | Web Development |Web Designing
Bay Minette
3924475304515966617250309261761048946109872011542941344683173612617504761750555
Description
Experience Level: Intermediate
General information for the business: Asset Finance Broker
Kind of development: Customization of existing program
Platform: Salesforce
Description of requirements/functionality: We are an independent financial broker looking to upgrade our existing CRM system.
Below are our minimum viable product requirements which are key for the initial stage of the systems development. Additional stages will be required and introduced at a later stage.
The data from our current CRM system will need to be exported into the new system and this can be exported via CSV.
We need to be able to demonstrate the sale process on the system in stages to include;
- Prospect
- Quotation
- Proposal Submitted
- Proposal Accepted/Declined - Document Processing
- Execution
We require a system where it is mandatory for the Opportunity field to be populated first. Upon completion, the remaining tabs can then be populated using a tab system to flick from one section to another. It is imperative that the system is user friendly with as smooth a transition from Opportunity to Proposal as possible.
A combination of drop down lists and tick boxes will be required depending on the nature of the information being inputted.
We also require the facility to;
- View the status of live transactions (Linked to the above 6 staged) “Document
processing / Accepted Proposals”
- Upload scanned documents
- Save documents received from customers/lenders
- Extract data to run reports
- Access lender's standard forms, templates
- Access to information online such as Creditsafe to obtain online credit information
Extra notes:
Kind of development: Customization of existing program
Platform: Salesforce
Description of requirements/functionality: We are an independent financial broker looking to upgrade our existing CRM system.
Below are our minimum viable product requirements which are key for the initial stage of the systems development. Additional stages will be required and introduced at a later stage.
The data from our current CRM system will need to be exported into the new system and this can be exported via CSV.
We need to be able to demonstrate the sale process on the system in stages to include;
- Prospect
- Quotation
- Proposal Submitted
- Proposal Accepted/Declined - Document Processing
- Execution
We require a system where it is mandatory for the Opportunity field to be populated first. Upon completion, the remaining tabs can then be populated using a tab system to flick from one section to another. It is imperative that the system is user friendly with as smooth a transition from Opportunity to Proposal as possible.
A combination of drop down lists and tick boxes will be required depending on the nature of the information being inputted.
We also require the facility to;
- View the status of live transactions (Linked to the above 6 staged) “Document
processing / Accepted Proposals”
- Upload scanned documents
- Save documents received from customers/lenders
- Extract data to run reports
- Access lender's standard forms, templates
- Access to information online such as Creditsafe to obtain online credit information
Extra notes:
Simon G.
100% (6)Projects Completed
6
Freelancers worked with
6
Projects awarded
8%
Last project
15 Sep 2014
United Kingdom
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