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a different location.
Set up Salesforce.com for a new Online High School. Need to be able to receive lead, assign leads, conduct leads follow up, tract sales team performance, manage our calls and lead pipeline. We do not need to manage students after enrolling in the program; we have another system that will accomplish this task.
?Set up two users, assign roles and profiles
?Design web to lead form with about 4 hidden fields
?Set up lead follow up rules and process
?Integrate with VOIP phone system (aptela.com)
?Integrate with social media (twitter, Facebook)
?Establish sales process
?Design reports to tract: Phones call made per day, Lead activities, lead conversion, opportunities, close opportunities by sales associates
?Set us mass email with trigger mechanism
?Help us automate as much of the sale process as possible, set triggers.
We expect for provider to use its expertise to suggest any other functionality we might need.
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