Salesforce Customization

CLOSED
Bids
9
Avg Bid (USD)
$944
Project Budget (USD)
$750 - $1500

Project Description:
We recently purchased a Real Estate specific version of Salesforce, Propertybase CRM. You can review information about this version of the platform: http://www.propertybase.com/.

While we did purchase the licenses and have begun to set up users and layouts - we are in need of a seasoned professional to assist us with ensuring we have the proper infrastructure set up.

Some items at the top of our list for assistance are:

1. Profiles (done, just need input and verification that it was done correctly)
2. Roles (done, just need input and verification that it was done correctly)
3. Layouts
4. Record Types
5. Action Plans
6. Dashboard Creation
7. Document Templates
8. Email Templates (HTML – we have these already created, but need them brought into the system correctly)
9. Marketing Integration (looking at a number of apps in the exchange – need guidance and assistance with integration)

Pricing is negotiable. Please send an explanation of your past experience and links to samples of your work when possible.

Thank you.

Skills required:
CRM, Salesforce.com
Qualifications required:
us_eng_1 US English - Level 1
About the employer:
Verified
Public Clarification Board
Bids are hidden by the project creator. Log in as the employer to view bids or to bid on this project.
You will not be able to bid on this project if you are not qualified in one of the job categories. To see your qualifications click here.


Hire NishantBamb
$ 1200
in 14 days
$ 800
in 20 days
Hire chandanburnwal
$ 750
in 20 days
$ 1500
in 20 days
$ 800
in 18 days
Hire onpursuit007
$ 800
in 6 days
$ 750
in 20 days
$ 1000
in 21 days
Hire fitchkd25
$ 900
in 5 days