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We require initial setup and configuration of Salesforce to suit our needs and upload of existing data.
The successful freelancer will be experienced at interpreting the needs of users who are new to Salesforce and have the ability to configuring Salesforce accordingly. Ideally the Freelancer will have undertaken some Salesforce certified training.
From my understanding, we require only a basic level of configuration.
At this initial stage we require Salesforce to assist us to:
- list details of contacts: name, company, phone numbers, email addresses etc.
- record details of potential leads and jobs including value
- track date and details of previous contact with contacts and leads
- record date of next contact with contact or lead
We also require Salesforce to be configured to provide reports such as:
- details of contacts and leads from previous month (or other time frame)
- contacts and lead to be followed up in upcoming month (or other time frame)
- value $ of work in pipeline
Other details that my be relevant:
- Salesforce group edition
- only 2 users
- upload approximately 1500 contacts from excel file
- upload approximately 200 leads from excel file
- excel files will require some configuration to suit Salesforce fields
- contacts and leads will need to be separated in to several different groups by industry
- require customised fields
Following this initial configuration we may require some training and it is likely there will be ongoing customisation or modification of the system required as we learn more about it like mass email or auto-responding. For example:
- libraries of standard documents
- integration with mobile devices
- integration with outlook
These services can be considered separate (excluded) from this initial engagement