In Progress

Salesforce Customizations

We are a young company looking forward to preparing a salesforce based CRM to enable and facilitate future growth. We have been investigating our options with salesforce and have received a scope of works and quote from an approved partner which blew us [url removed, login to view] provide private home tuition whereby a client contacts us and we mach them up with a tutor and then manage bookings on a weekly basis. We wish to design a CRM to replace our existing database.

The CRM will enable us to,

- Gather incoming leads

- Use leads details to identify and email a prospective tutor (primary criteria being, subject specialty and location of client and tutor relative to each other)

- Record bookings for client and monitor bookings status i.e. invoiced, paid,

(NOTE: THIS PORTION OF THE PROJECT WILL NOT! INCLUDE INTEGRATION WITH OUTSIDE PROGRAMS EG. ACCOUNTING)

- Allow for basic querying booking data

- Facilitate group emails to clients and staff

Currently we are using an access database to manage our client data, and also process a given booking. Please see the current database we are using to manage this data as an approximation of what we would like to initially replicate in sales [url removed, login to view] will be a multi-stage development project, good service price and quality will certainly lead to repeat business in developing the CRM further.

We will only have 1 professional license to begin with. Integration will only be required with Gmail and any Geomapping (e.g. Google Maps) style apps from within the AppStore that are required to assist with the identification of ideal tutor. Please include "white bird" in your bid so I can filter the humans! Please review the attached example database and also the example scope that we were initially provided for the project.

We will be implementing the CRM during the quite time to enable a seemless importing of current contacts.

Skills: CRM, Salesforce.com

See more: scope salesforce crm future, staff force, scope accounting, salesforce status, salesforce professional, salesforce google maps, professional growth, maps salesforce, google maps salesforce, google accounting, crm sales force, business accounting programs, basic accounting programs, using gmail business, appstore google, tuition, salesforce, salesforce project, salesforce integration, salesforce development, sales force, sales force crm, mach , gmail client, email tutor

About the Employer:
( 5 reviews ) Brisbane, Australia

Project ID: #2510594

Awarded to:

sebaiglesias

Salesforce certified administrator and consultant with 4 years plus expertise of successful salesforce.com implementations for companies from diverse industries, sizes and geographic location, both remote and onsite. More

$300 USD in 5 days
(6 Reviews)
4.4

13 freelancers are bidding on average $1037 for this job

qitsol

We will deliver in 2 to 3 weeks.

$2500 USD in 20 days
(25 Reviews)
5.1
NishantBamb

"white bird". Hello, please refer your Inbox. Thank you.

$1800 USD in 20 days
(15 Reviews)
4.9
auriclesoft09

Dear Sir, Expertise in Open Source/CRM/ERP/POS/Custom Solutions/Web designing. We do customization as per your requirements. We are ready to take up the job. Please check our reviews for you to confide in us. More o More

$330 USD in 20 days
(6 Reviews)
4.6
yurybondarau

I am salesforce certified developer with 2+ years of expirience. I am not a bot - "white bird"

$1200 USD in 24 days
(5 Reviews)
4.3
hafeez

Respected Client, Please review private message, provided links and attached document for further information. Ready to discuss project and price. Thank you.

$1000 USD in 20 days
(2 Reviews)
3.0
wnwsolutions

Please Read my Personal message.

$250 USD in 10 days
(1 Review)
2.9
ArihantTechno

Hi I have 7 years of experience and done multiple projects on Salesforce. Also I am Salesforce 401 Developer certified. I can assure you the completion of task in time with no issues and good quality. I also believ More

$800 USD in 15 days
(0 Reviews)
0.0
MightyCoder87

Hello, "White Bird".Request you to Please refer your Private message inbox for my experiences with SFDC and more details. Thank you

$850 USD in 25 days
(0 Reviews)
0.0
benjaminsu

Experienced IT Consultant and Salesforce certified developer with 5+ years Salesforce.com implementation experience. Please also refer to PM.

$1500 USD in 15 days
(0 Reviews)
0.0
ankitsingh007

Hi, I am DEV401 certified and have 1.5 yrs of Salesforce.com experience. I've worked on this type of SFDC Project. I can assure you the completion of task in time with no issues and good quality. Thanks and Rega More

$1100 USD in 10 days
(0 Reviews)
0.0
sfwithsandeesh

I have worked on Salesforce platform with a reputed company for over 2 years. I have completed 5 projects successfully during this tenure. I can ensure you that I will provide very good quality of code considering all More

$250 USD in 10 days
(0 Reviews)
0.0
SRKSalesforce

hi I send you a Private Message please have look into it Thanks

$1600 USD in 25 days
(0 Reviews)
0.0