Budget 1677$ per month
Posted: 4 year ago
Opened
Description
I'm looking for a salesforce expert to help build/design and implement.

We are looking for someone with a reasonable expert and innovation to help us build this along with some API integrations which will be provided as well. We currently have an existing database which was built bespoke which can be used as a guideline.

Some key features required:

SALE

A CRM solution allowing to access and organize information about prospects in great detail and at a massive scale. You will also have visibility into the most recent activities on an account, ensuring your communication with sales leads is always up to date and relevant. With so much information on each prospect and their position in the sales cycle, your sales team will also have a complete view of their sales funnel for the first time. This means a greater understanding of how to move leads to close, and a more accurate sales forecasting. Also an ability to do applications and send out customer packs.

customer service:

A CRM solution allows you to provide 360-degree service to each customer. A CRM solution provides one cohesive view of the customer. Service agents will have access to complete case histories, detailed account information, and even the preferred method of communication. All this information makes it easier for your agents to provide tailored, personal service that will turn customers into advocates for your company.

Marketing
A CRM solution allows you to organize your marketing campaigns and assets in one place. This makes it easy to run multiple campaigns simultaneously and segment your audience for maximum relevance. With one central hub for marketing campaigns and lead records, your marketing team will also have unprecedented visibility into how their campaigns are performing and driving revenue for the business.

Accounts

Ability to raise invoices, track expenses and manage inventories.

Other Features:

Other features will be discussed after careful insight so please be prepared to be flexible with this project.

Lastly, I will only read/engage in discussions with people quoting reference MR01 and not accept generic replies.

Best Wishes,
Skills:
customer relationship management (CRM),customer service,salesforce,agent,application programming interface (API),campaign,communication,database,enterprise resource planning (erp),forecasting,inventory management,marketing,sales orders and invoices,software development
Category
Source: peopleperhour.com

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