Salesforce cpq jobs
I need my entire Salesforce instance migrated into a new CRM, then extended with several real-time integrations. 1. Data migration & field mapping • Export every contact detail, customer interaction, case record and action plan now housed in Salesforce. • Design a clear field-by-field map, then import the data into the new platform. I’m still finalising whether that platform will be HubSpot, Zoho CRM, or Pipedrive, so the mapping must be documented well enough to work with any of these. 2. API connections • Digital Referrals API • Client Signature API • Costing modules API Build, authenticate and test each endpoint so data flows automatically both ways, with error handling and basic logging. 3. Finance link ...
I’m kicking off a three-month, full-time engagement (with the option to extend) to move a sizeable customer data set from legacy sources into Salesforce while simultaneously wiring Salesforce into our wider application landscape through SnapLogic. The core objective is both migration and integration, so you’ll be hands-on across the entire data journey—from extracting millions of legacy records to building high-performance SnapLogic pipelines that keep Salesforce in sync with ERP, marketing, and other in-house systems. What the work looks like • Assess current data structures and map them cleanly to the Salesforce data model, respecting relationships, look-ups, and custom objects. • Build and optimise SnapLogic pipelines for bulk...
...need a Conga CPQ specialist who already knows their way around complex, enterprise-level implementations. You should bring at least five years of hands-on Salesforce experience plus strong, demonstrable success configuring Conga CPQ in production environments across India-based clients or teams working US hours. The priority on this project is Salesforce development and CPQ integrations. Day to day, you’ll refine product catalogs, craft sophisticated pricing rules, design approval chains, and drive quote generation all the way through Quote-to-Cash. Expect plenty of Apex, Lightning Flows, and both custom and standard Lightning Components as we integrate CPQ with several back-end systems. To move forward, send a concise proposal that show...
...jump in immediately and take ownership for the next three months (full-time, very likely to extend). The core mandate is to design and build end-to-end contract lifecycle workflows in Salesforce, with special emphasis on post-execution management so we can finally track renewals, obligations, and amendments without spreadsheets. Here’s what the role looks like day-to-day: • Architect and configure Conga CLM, including clause libraries, contract templates, approval rules, and document automation. • Write and review Apex, Lightning Components, and Flow-driven logic to tie CLM to the rest of our Salesforce org and downstream systems. • Align the build with our existing Quote-to-Cash process and surface the right data to Sales, Legal, and Finance. ...
Project Overview: I am looking for a skilled video editor to create a premium promotional video for my Chrome Extension, QuickFiller (a text expander tool). The video needs to be sleek, modern, and professional, focusing on how the tool works across platforms like LinkedIn, Salesforce, HubSpot, and WhatsApp Web. What I Need: Two videos (Promo and Tutorial), each in two formats: * Landscape (16:9) for YouTube/Website. * Vertical (9:16) for Reels/Shorts/Ads. Required Editing Style: * Dynamic UI Animation: Clean zooms and pans on the software interface. * Text Overlays: Professional, minimalist typography to highlight key features. * Smooth Transitions: Seamlessly moving between different browser tabs and platforms. * Cursor Animation: Following the mouse movements in a smooth, cinemat...
I need a RAG (Retrieve and Generate) chatbot that can effectively address customer support queries. The chatbot will search existing articles stored in a vector database and currently residing in Salesforce, as well as company-wise OpenSearch serverless databases. Key Functions: - Answer FAQs - Provide document links Integration Requirement: - Must be integrated with Salesforce Ideal Skills and Experience: - Proficiency in chatbot development, especially RAG architecture - Experience with Salesforce integration - Familiarity with vector databases and OpenSearch - Strong background in handling customer support queries
...talents to the full and gives you the chance to go beyond the scope of your job description. We develop technical solutions for different customer types, focusing on delivery quality to achieve a high level of customer satisfaction and build strong long-term relationships with them, making DiamondCare Services their first choice. We would prefer those who have built integration with Netsuite, Salesforce and other cloud based software applications. Qualifications: Advanced coding and problem solving skills. Ability to translate functional and Business requirements to technical solutions. Passion for high performance and continuous improvement. Ability to communicate effectively and Interpersonal skills. Organization and flexibility. Ability to travel as needed. Required: B...
...application to a CRM platform and keep the project small, clean, and fully documented. The task is strictly software integration—no extra module installations or feature redesigns—so your focus will be getting data flowing smoothly between the two systems and then providing brief post-go-live support. The exact CRM will be confirmed on our first call; expect one of the mainstream options such as Salesforce, HubSpot, or Zoho CRM. Whichever it is, the work will revolve around their public REST APIs, webhooks, and OAuth-based authentication. You should already feel comfortable mapping fields, handling rate limits, and writing lightweight error handling so that contacts, deals, and a handful of custom objects sync reliably both ways. Deliverables • Production-ready...
I need a reliable, mid-level closer who can step in and run my virtu...proposal or at minimum a firm second meeting. • Capture concise notes and outcome codes in our HubSpot CRM immediately after each call so the pipeline stays current. You’ll have full access to existing pitch decks, product sheets, and a brief onboarding session with me to align on messaging. Familiarity with SaaS terminology, value-selling frameworks, and standard tools (Zoom, Teams, HubSpot, Salesforce, etc.) will help you hit the ground running. Success for this project is simple: consistent show-up rates, clear next steps logged, and measurable movement toward closed revenue. If you’ve already closed deals virtually in tech and enjoy owning the call, let’s talk—I’m eager ...
...follow-ups, coordinating internal communications, and supporting administrative functions across the gallery. This role requires someone who understands client lifecycle management, is comfortable working with high-end clientele, and can maintain confidentiality and professionalism at all times. ⸻ Key Responsibilities CRM Management & Optimization • Manage and maintain CRM systems (e.g., HubSpot, Salesforce, Zoho, , Airtable, or similar platforms) • Update client records, collector profiles, and transaction history • Segment contacts (collectors, artists, partners, prospects, VIP clients) • Create automated workflows for email follow-ups and lead nurturing • Track sales pipelines and generate performance reports • Monitor inquiries from...
I already have a clean, curated dataset sitting in Salesforce CRM Analytics . What I now need is an engaging dashboard that turns those rows into insight. The data is loaded and modeled, so the task is purely visual: build the bar and line charts I specify, arrange them into a single interactive dashboard, and apply any filters or bindings required so users can drill down without delays. The subject matter is banking-related, so every chart should highlight the metrics that matter to that sector—think revenue flow, account growth, and other teller-to-boardroom indicators—yet all of the source fields are ready for you to pick up. I will share a short spec for each widget; you translate it into lenses, add the SAQL tweaks if needed, and publish the finished dashboard to o...
Our Salesforce org is midway through a major rebuild and I need an experienced developer to push it forward. The immediate focus is three-fold: • Custom object development – design, build, and refine new objects and complex relationships in Lightning, using Apex, SOQL, and validation rules where code is unavoidable. • Process automation – streamline key business workflows with Flow Builder and, when necessary, Apex triggers, ensuring every automation is governor-limit friendly and thoroughly tested. • Reports and dashboards – surface reliable metrics for sales leadership, creating dynamic dashboards that refresh in real time and can be tweaked by power users without code. There is currently no formal documentation; we will map requirements ...
...qualified leads straight into our CRM through live outbound calls. The campaign covers both B2B and B2C prospects; for the business segment every call will target decision-makers inside the Research Publications space, while consumer calls will promote the same service line to end users. All data must be logged in real time inside our CRM (HubSpot is already set up, but I can provide access to Salesforce or another platform if you are more comfortable there). You will receive: • a brief on our offer, value props and approved talking points • a segmented call list (healthcare businesses vs. consumers) with direct numbers and emails • permission to tweak the script so it sounds natural in your voice Key expectations • 100% of calls documented: outcome...
We are a small software development company run by two experienced engineers (14+ years Java/Python/AI and 10+ years Salesforce). We help startups and businesses build backend systems, Salesforce integrations, and AI-powered applications. We are looking for a **Lead Generation / Appointment Setter** who can help us find potential clients in the **USA** who need software development services. **Responsibilities:** * Find US companies/startups that may need software development or Salesforce integration. * Collect decision-maker contact information (CTO, Founder, Product Manager). * Send outreach messages via LinkedIn or email. * Generate qualified leads and schedule meetings with interested clients. * Maintain a simple list of leads and outreach results. **Ideal Can...
Our internal Salesforce org needs regular administration and thoughtful enhancements so it keeps pace with our evolving business processes. I handle strategy but want a certified Salesforce professional who can jump straight into production and sandbox environments, keep everything tidy, and extend functionality without disrupting users. Most of the work centers on day-to-day administration and maintenance, with a strong emphasis on building and refining custom objects and fields. I will supply clear specifications for each change; your job is to configure, test, and deploy them smoothly. When automation makes sense, I expect well-structured workflows and validation rules that respect existing dependencies. Finally, actionable reports and dynamic Lightning dashboards will be...
...attribution Experience with Google Analytics, Tag Manager, or similar tools Ability to manage budgets and optimize for ROI Strong analytical and problem-solving skills Excellent communication and organization skills Bachelor’s degree or equivalent experience preferred Nice to Have Experience with LinkedIn Ads or B2B campaigns Experience with programmatic advertising Experience with HubSpot, Salesforce, or CRM tools Google Ads or Meta certifications Compensation $95,000 – $125,000 per year Bonus opportunities based on performance Compensation may vary based on experience, location, and skills. Benefits 100% Remote work Health, Dental, Vision Insurance Paid Time Off & Holidays Performance bonuses Flexible work schedule Career development & ce...
...Strong experience with Google Ads, LinkedIn Campaign Manager, Meta Ads Experience with ABM platforms such as Demandbase, 6sense, or similar Experience working in performance marketing / digital agency environment preferred Skills & Abilities Strong understanding of audience segmentation, intent data, and attribution models Experience with analytics & CRM tools (Google Analytics, HubSpot, Salesforce, etc.) Ability to manage budgets and optimize campaigns for ROI Strong communication skills with experience presenting to clients or stakeholders Comfortable working in a fast-paced agency environment Other Requirements Ability to work remotely or hybrid depending on location Comfortable working long periods at a computer Occasional travel may be required Compensat...
...growth. The ideal candidate is highly competitive, results-driven, independent, and comfortable managing multiple priorities in a fast-paced agency environment. Applicants should have experience working in digital marketing agencies, handling large advertising budgets, and managing several PPC accounts at the same time. Strong knowledge of Google Ads, Microsoft Ads, CRM systems such as HubSpot or Salesforce, and call-tracking or offline tracking tools is required. Experience working with local or home-service businesses is preferred, along with familiarity with project management tools like Asana. The salary range for this position is $75,000–$90,000 per year, depending on experience, along with benefits such as flexible paid time off, medical, dental, and vision insuranc...
I have to wire Ramp directly into my Salesforce org today and must keep the environment closed, so you will work live over a screen-share session only. The goal is to surface Ramp’s expense management, card-transaction tracking, and reimbursement processing inside Salesforce, using the fully documented REST endpoints Ramp provides. During the session you will: • Write and test the Apex classes, callouts, and custom metadata needed to authenticate and pull Ramp transaction data. • Create (or adjust) the objects, fields, and flows that will store and display those transactions in Lightning pages. • Set up error handling, governor-limit safeguards, and simple logging so I can maintain the code after you leave. I already have the Ramp API keys, OAuth...
...want to stand up a complete help-desk environment on Salesforce Service Cloud. All customer issues will be raised exclusively through a branded Experience Cloud portal, so the build must make that portal the single intake channel. Within the portal, users need to be able to open a ticket and then return at any time to see live status updates and the full history of previous actions—nothing more, nothing less at this stage. Behind the scenes my help-desk operators will work in Service Cloud. I need standard case objects configured, queues and workflows tuned for fast triage, and the console laid out so agents can see all communications, attached photos and final job outcomes in one place. Where customers already run their own Salesforce org, the architecture you set ...
...plan, structure, and guide complex initiatives involving software applications, ERP, and Salesforce implementations. With 18+ years of experience, we SB ITCS+ assist businesses in aligning technology initiatives with business goals, establishing program governance, improving stakeholder coordination, and ensuring structured delivery of large-scale technology programs. Suitable for companies planning system implementations, digital transformation initiatives, or enterprise program improvements. Project / Work Interests • IT consulting and digital transformation planning • Enterprise program leadership for large technology initiatives • Implementation advisory for software applications, ERP, and Salesforce • Business and technology alignment for compl...
...growth. The ideal candidate is highly competitive, results-driven, independent, and comfortable managing multiple priorities in a fast-paced agency environment. Applicants should have experience working in digital marketing agencies, handling large advertising budgets, and managing several PPC accounts at the same time. Strong knowledge of Google Ads, Microsoft Ads, CRM systems such as HubSpot or Salesforce, and call-tracking or offline tracking tools is required. Experience working with local or home-service businesses is preferred, along with familiarity with project management tools like Asana. The salary range for this position is $75,000–$90,000 per year, depending on experience, along with benefits such as flexible paid time off, medical, dental, and vision insuranc...
...way through order fulfilment. Here is what I expect you to deliver: • A data pipeline that ingests, normalises and pushes product information for millions of items into both the CRM and the web storefront without manual touch points. • One-click, bi-directional integration between the site and whichever enterprise CRM we decide to adopt. The solution should be flexible enough to snap into Salesforce, HubSpot, Zoho CRM or another system of similar scale. • Fully automated inventory, pricing and order-management workflows that keep the storefront, CRM and supply-chain platforms in perfect sync, no matter the transaction volume. • A back-end architecture that stays fast under extreme catalogue size, using scalable cloud services, robust APIs and well-tune...
...the decision process, closing the sale, and staying in touch after installation to secure long-term satisfaction and referrals. A background in manufacturing or other industrial products is important because you will be translating technical features into everyday benefits for non-technical buyers. If you already thrive in CRM-driven environments and feel comfortable with tools like HubSpot, Salesforce, Zoho, LinkedIn, and email outreach platforms, you will be up to speed quickly. Success metrics are straightforward: the volume and quality of leads you generate, your conversion rate, and the satisfaction scores you document through follow-up calls. I will ask for a short pipeline update every Friday and a summary of customer feedback at month-end to keep us aligned. Deliverabl...
I’m looking for a seasoned clo...presentations tailored to each prospect’s pain points • Confident, timely follow-up that converts proposals into signed agreements and clean hand-offs to my account team Because this is true full-cycle work, I need someone comfortable switching hats—from researcher to presenter to negotiator—while keeping every note updated in whatever CRM or outreach tools you already know best (HubSpot, Salesforce, Pipedrive, or similar). If you’ve closed recurring contracts or large one-off projects in the marketing space, tell me about your numbers, the channels you relied on, and your average deal size. I’ll start with a short milestone to track qualified meetings booked, then move quickly into commission or perfo...
...complementary sub-niche you can justify. Your day-to-day will revolve around identifying the right decision makers, crafting value-driven outreach, and moving opportunities through the funnel until agreements are signed. A solid grasp of consultative selling, persuasive proposal writing, and relationship nurturing is essential. If you already leverage tools such as LinkedIn Sales Navigator, HubSpot, Salesforce, or a comparable CRM, all the better—please let me know which stack you prefer. Key deliverables • Curated target list of 30–50 qualified mental-wellness organisations • Outreach strategy and messaging sequences (email, LinkedIn, phone touch-points) • Weekly pipeline report showing stage, probability, and next actions • At least three...
I’m looking for a consultant who can map out a full-scale implementation plan for Salesforce CPQ and Billing from kick-off to post-go-live stabilization. I already know the end state I want—an integrated quoting, pricing, and invoicing engine that Sales, Finance, and Operations can rely on—but I need a clear, phase-by-phase roadmap that shows exactly how we get there. What I expect to receive • A structured project plan that breaks work into phases such as discovery, solution design, build, testing, deployment, and hyper-care, each with key activities, owners, durations, and entry/exit criteria. • Change-management strategy: stakeholder analysis, communications cadence, and adoption tactics. • Training approach: recommended formats, cur...
...an experienced Salesforce Developer/Trainer who can provide structured one-on-one training. I already have basic knowledge of Salesforce, so I am looking for someone who can help me strengthen my development skills and cover advanced concepts with practical examples. Topics I want to cover: • Salesforce Administration fundamentals (important concepts only) • Apex Programming • Lightning Web Components (LWC) development • Integration basics (REST/SOAP from Salesforce) • OmniStudio (OmniScripts, DataRaptors, Integration Procedures, FlexCards) • Real-world project scenarios and best practices Expectations: • 1-on-1 online training sessions • Practical learning with real examples • Help with coding exercises and a...
OVERVIEW Both projects use ElevenLabs (Twilio-backed) to automate outbound calls from Salesforce. They share the same org and Phone_Number__c custom object but have independent codebases and agents. Project A (elevenlabs-salesforce): An LWC on the Contact record lets users trigger a live AI call or drop a personalized cloned-voice voicemail. Project B (elevenlabs-verify): An LWC lets users bulk-verify Contact phone numbers. An AI agent calls them, determines the status, and updates Salesforce via webhook. CURRENT STATUS Project A: Live calls work and log as Tasks. However, the core voicemail drop feature is broken (selecting a VM script incorrectly routes to the live agent). Project B: The end-to-end verification loop (LWC, Apex, Webhook, ElevenLabs Agent) is fully f...
...incorrect or blank fields are breaking reports, approvals, or downstream automations. • Correct the bad values, back-fill missing ones, and put guardrails (validation rules, field-level checks, or simple flows) in place so the issue doesn’t return. • Provide a concise hand-off note explaining what was fixed, where, and why, so my team can maintain the improvements. If you have solid, hands-on Salesforce experience tackling data hygiene projects, tell me about the most similar cleanup you’ve handled and the tools or techniques you used (Data Loader, Workbench, SOQL, Flow Builder, etc.). That practical experience is what will move your proposal to the top of the pile. there have been ongoing issues related to modifying the old workflows. Even though they...
...the extension and desktop using an on-device speech-to-text pipeline and a wake word • Intelligent document handling — index uploaded files into the recall system and allow users to query them via the AI assistant • 18 plugin integrations: Gmail, Outlook, Google Calendar, Outlook Calendar, WhatsApp Business, Google Drive, OneDrive, Google Docs/Sheets, Notion, Slack, Xero, QuickBooks, Salesforce (read), HubSpot (read), and custom webhook • An admin console for the product owner: cost monitoring, kill switches, pricing overrides, and promo codes • A demo organisation system for running prospect demonstrations • A partner sub-console for reseller partners to manage their clients and run demos Technology Stack The stack is already d...
Researching contacts and adding them to Salesforce, research on linkedin, bounce management, template management.
...build their travel itinerary. In addition to this you will support with the planning and curating of leisure travel itineraries. New Business Activity to increase business profile and gain new clients: Undertake new business prospecting activities via cold calling, emailing and messaging of target clients via social platforms such as LinkedIn. All prospects will be captured and logged on Salesforce (Customer Record Management System). You will be responsible for uploading and maintaining the status of all your prospecting activity. If the corporate account business/leisure customer is won, you will be responsible for carrying out the necessary on-boarding process and the ongoing account management of these customers/business clients. Operations support: Work by yourself, w...
Job Description: Salesforce CPQ Tech Stack: Salesforce CPQ Engagement Type: Contract / Short-term Duration: 2 Hours Budget: ₹1,000 for 2 hours Start Date: February Role Overview We are looking for an experienced Salesforce CPQ Consultant for a short-term engagement to provide support and guidance on Salesforce CPQ implementation and configuration. Responsibilities Review and understand the existing Salesforce CPQ setup Assist with CPQ configuration, pricing rules, or product setup Provide solutions for CPQ-related issues or enhancements Share best practices and recommendations Requirements Hands-on experience with Salesforce CPQ Strong understanding of CPQ concepts such as p...
Before adding functionality, we need to stabilize sellercraft. The issue with Salesforce needs attention. Encoder developers think it is an expiring password problem. This may not be the issue. We need collaborate on this, and on performance improvements that will enable us to get to 10,000 deals.
I run a luxury car showroom and am ready to leave spreadsheets behind. I need a seasoned CRM professional to help me choose, license, and fully configure an off-the-shelf sales tracking platform—Salesforce, HubSpot, or Zoho CRM are all acceptable if they cover my needs, but i would like advise and also if theres others i am flexible. Core requirements • Lead tracking from first enquiry through purchase • Clear, real-time sales performance reports for management • Automated follow-ups (email/SMS) that feel personal to high-net-worth prospects The system must work flawlessly on our front-desk desktops and on the mobile phones that my salespeople carry during test drives and off-site events. We use auto trader for our advertising linking to that would be ...
...build their travel itinerary. In addition to this you will support with the planning and curating of leisure travel itineraries. New Business Activity to increase business profile and gain new clients: Undertake new business prospecting activities via cold calling, emailing and messaging of target clients via social platforms such as LinkedIn. All prospects will be captured and logged on Salesforce (Customer Record Management System). You will be responsible for uploading and maintaining the status of all your prospecting activity. If the corporate account business/leisure customer is won, you will be responsible for carrying out the necessary on-boarding process and the ongoing account management of these customers/business clients. Operations support: Work by yourself, w...
We are seeking an experienced Salesforce consultant for a long-term, ongoing relationship working directly with the owner of Amber Diagnostics, a medical imaging equipment sales and leasing company based in Orlando, Florida. This person will be called upon throughout any given quarter with a Salesforce task and/ or project in-which pricing can be discussed. We value a longterm relationship with all our vendors and we want someone who understands our business and knows our ultimate goals. Phase 1 — Review, Discuss "Likes & Dislikes", Set a Gameplan, Implement Cleanup The immediate priority is a full audit and restructure of our existing Salesforce environment. This includes removing redundancies, adding missing features, and building a cleaner, more...
I’m ready to step beyond the basics of Salesforce development and need a trainer who can guide me through a focused, intermediate-level program delivered entirely through online live sessions. My goals are to sharpen my Apex coding style, build and debug Lightning components confidently, and architect clean integrations with external systems—REST, SOAP, or middleware connectors—using best-practice patterns. Here’s what will make the engagement a success for me: • A clear session plan (dates, duration, and topics) so I can block my calendar. • Hands-on exercises inside a dedicated Developer Org, with code reviews and live Q&A. • Practical demos that show triggers, asynchronous jobs, LWC composition, and callouts to external APIs. • Rec...
...closing multi-seat agreements. Because the product is already live, you’ll have case studies, demo accounts, and technical support at your disposal; what we need now is your network, your pitch, and your persistence. Deliverables • 30-day go-to-market plan outlining target regions, contact strategy, and revenue projections • Weekly pipeline reports pulled from your CRM of choice (HubSpot, Salesforce, etc.) • Signed agreements that meet or exceed the quarterly targets we’ll set together Acceptance Criteria • First qualified demo scheduled within two weeks of project start • At least three universities in the contract negotiation stage by the end of month one • All deals documented with clear hand-off notes for onboarding and ac...
...and intent signals the moment a form is submitted or a prospect engages. • Lead scoring & prioritisation: I want configurable rules—price range, location, timeline, engagement level—that surface hot prospects first and tag colder ones for nurture sequences. • Seamless CRM integration: the scored lead, campaign metadata, and follow-up tasks must flow into my current CRM (I’m open to HubSpot, Salesforce, Zoho, or a lightweight alternative you recommend) with no manual export-import. Once inside the CRM, the system should trigger an email/SMS drip and set reminders so my agents always know the next best action. A simple dashboard that shows daily lead counts, average scores, and pipeline progress will help us see ROI at a glance. Acceptance cr...
...back your most valuable asset: Time. Expertise at a Glance: • Custom AI Agents: Building autonomous agents using OpenAI (GPT-4), LangChain, and Vector Databases for personalized customer journeys. • n8n & Make Specialist: Expert in architecting everything from lean startup automations to enterprise-grade multi-step systems. • Deep API & CRM Integration: Seamlessly syncing HubSpot, Pipedrive, Salesforce, Slack, and Shopify to ensure your data flows where it’s needed. • Scalable Architecture: Designing workflows that don't just work today but scale with your business growth. Why Choose a Specialist? At my rate of £50+/hr, you aren't just paying for "tasks"—you are investing in results. I take a consultative ap...
...essential—specifically hands-on experience in implementation, customisation and seamless integration. You will be expected to translate that expertise into clear, defensible tender-ready artefacts such as functional specs, process diagrams (BPMN or Visio), gap/fit analyses and a concise statement of work. While Dynamics 365 mastery sits at the core, familiarity with broader platforms like Salesforce or ServiceNow will help you spot upstream and downstream impacts—particularly valuable given our hybrid application landscape. A health or not-for-profit background is a welcome bonus; many of the stakeholders you will interview operate in that sector, so an understanding of their funding and compliance pressures will accelerate workshops. Deliverables • Stake...
I have Excel workbooks containing both Customer data and Sales data that now need to live inside my Salesforce org. Your job is to take the spreadsheets, map every relevant column to the correct Salesforce objects, clean and de duplicate the records, and then import them so the information is immediately usable for reporting and automation. Further details share selected skilled person. Let me know your estimated timeline and any questions you need answered before we begin.
I’m streamlining our Salesforce Account Engagement (Pardot) workspace and need a specialist who can move quickly while keeping things meticulously documented. Once given access to our Saleforce, create master list of all live email campaign listed out that will serve as the master reference so that everyone can track ongoing progress made to update. Pricing should be per campaign updates to include cloning selected email campaigns, switch the sender/owner details so the emails come from the correct new owner, and refresh the copy. The copy updates include three specific changes: a shift in overall messaging tone, refreshed contact information, and the addition of new promotional content. With the revamped assets published, the final step is to build brand-new Engagement Stud...
... • Lead capture forms that plug into my website and landing pages, feeding directly into the CRM. • Automated follow-ups that trigger the right email, text, or task the moment a lead fills a form or changes status. • Lead scoring and prioritization rules that sort hot prospects from cold inquiries, surfacing the next best action for me automatically. Whether you prefer HubSpot, Zoho, Salesforce, or a Zapier-driven stack, I’m open—as long as the final system is reliable, easy for a non-technical user to tweak, and fully documented. A clean, intuitive reporting dashboard that shows real-time pipeline health will earn bonus points. You’ll hand over the configured toolset, clear instructions (video or written), and a quick live walkthrough ...
I have several Excel spreadsheets that hold all of our sales data, customer information, and transaction dates. I’m struggling to line each column up with the right fields inside Salesforce, so I’d like an experienced Salesforce professional to take over the entire migration. Scope of work • Review my Excel sheets, clean or normalise them if needed, and map every column to the correct Salesforce fields. The data should end up in the standard objects I already use—Accounts, Contacts, and Opportunities. • Handle the import with the most suitable tool (Data Loader, Data Import Wizard, or your preferred method) and ensure no duplicates or data loss. • Validate the results with me after import so we can confirm record counts, spot-c...
...developer with hands-on experience building Avonni components in Salesforce to assist us. ABOUT THE PROJECT We have an existing Salesforce Flow used by our sales team to log calls, send emails, and create notes. We need an experienced developer to design and build a custom Avonni Dynamic Component that tracks and displays activity metrics — including number of calls made, emails sent, and notes created — directly within our Flow and page layouts. We are not looking for salesforce developer to build it for us in Salesforce native. We are looking for Avonni specifically. WHAT WE NEED • Avonni Pro component development (Dynamic Components, Page Visualization, and Flow Components) • Integration of the component within an existing Sales...
I need a confident, English-speaking telemarketer who can pick up the phone every day and reconnect with customers who have already bought from u...product details, and login access to the CRM. You bring the phone etiquette, persistence, and the ability to turn a friendly chat into repeat revenue. To be considered, tell me about the campaigns or roles where you handled similar sales follow-up or customer care calls. A brief outline of your experience, the industries you worked in, and any tools or CRMs you’ve mastered (e.g., HubSpot, Zoho, Salesforce) is enough—I’m prioritizing a proven track record over lengthy proposals. I’m looking to start as soon as I find the right fit and will test performance during the first week with a smaller call batch before ex...
