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New to salesforce, using it for two months, have five user licenses, all contacts have been migrated in from old CRM which was Office Talk written by a British company Sareen software. It is no longer supported.
The issue we are having is work flow, the old CRM we used MS office with an embedded excel sheet as the invoicing solution. A recommended consultant from sales force set us up using the same invoicing solution which is fine. However the process to do the same procedure from the old CRM is twice as long a process. From 15 mins to more than 30 minutes. The old CRM we could create a document and then notify a supervisor to review for approval (initial the document), make any revisions/corrections and then send a notification back. This is now not available unless an entire new document is created saved to desk top and uploaded as another document. An incredible waste of time and efficiency. There are many many variables in creating an invoice, each invoice should include a log...
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