In Progress

[url removed, login to view] Custom Set up

We are looking for someone to so start with a new [url removed, login to view] trail account "Blank" Canvas. Then create us a solution that allows us to Manage different areas of our business.

Manage Accounts from start to end

Manage Vendors

Claims (from request to closed status)

Documents

Vendors (Service contractors and Realtors) will be linked to customers (one contractor and realtor per customer account).

Claims will be linked to customers and Service Contractors. Only when they have a claim

Automatic emails since on milestones.

Automatic activities generated from dates entered or other actions.

Thats a start. Take a look at the PowerPoint slides and provide us with a bid.

We will be using an edition of Saleforce that allows self service portals. So must be set up also. We need portals for customers to manage their accounts and submit claim request and flow their claims.

Realtors to manager their accounts and enter a new lead that links it to there account

Servicer to manage their accounts anad enter updates to a claim file they are servicing

You must have extensive background with working with SalesForce and examples of your work.

Skills: CRM, Salesforce.com

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About the Employer:
( 4 reviews ) Grove City, United States

Project ID: #2598067

Awarded to:

NishantBamb

Hello, Please refer your Inbox for my experiences with Salesforce and more details. Thank you.

$2500 USD in 30 days
(15 Reviews)
4.9

7 freelancers are bidding on average $9586 for this job

sebaiglesias

Salesforce certified administrator and consultant with 4 years plus expertise of successful [url removed, login to view] implementations for companies from diverse industries, sizes and geographic location, both remote and onsite. More

$1500 USD in 30 days
(6 Reviews)
4.4
mehtashivang

We are group of consultant who can help you with complete solution.

$15000 USD in 90 days
(0 Reviews)
0.0
Chiz

I worked as Salesforce developer for a year. I was moved (three months ago) to Java project (because SF's project was ended) but I'm seeking for a Salesforce work (I like SF more than Java). Unswer on your question More

$7000 USD in 90 days
(0 Reviews)
0.0
furygroup

We are a US based Certified Salesforce implementation partner and have completed hundreds of projects since 2005. Our standard implementation package includes: 1. Initial consultation and business process review meet More

$8600 USD in 45 days
(0 Reviews)
0.0
benjaminsu

Please refer to PM

$20000 USD in 30 days
(0 Reviews)
0.0
eclipsetechno

Hi Please check your PMB. Regards Eclipse

$12500 USD in 65 days
(0 Reviews)
0.0