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Fixed Price: Not Sure   |  Posted: Jun 25, 2015  |  Ends: 6d, 3h  |   27 Proposals
We are about to implement Salesforce for a small team of 4 salespersons. We are a manufacturing company and have a database of around 4000 contacts. We need data extracted from our legacy Microsoft Access database, and set up in Salesforce, with some customization done to make the program suit us. We also need the Mobile function set up for Blackberry phones.
Category: Database Development       
Skills: Salesforce.com       

A****mes
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| A****mes
|    United Kingdom
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jun 23, 2015  |  Ends: 4d, 17h  |   31 Proposals
We use the Order's object as a way to invoice our supplier. We need to create a custom PDF template that can be created and e-mailed from the Order Object in Salesforce. It needs to use custom fields and insert them into the PDF document. It must also contain a table which will expand or contract depending on the number of products ordered. Basically the Order PDF should look similar to the Quote PDF which Salesforce natively provides. This project will be broken down into 3 different parts: A) Creation of the PDF Template B) Creation of a custom button which links to the PDF Template. C) Creation of a custom button which allows the PDF template to be sent in an e-mail.
Category: Database Development       

W****ing
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| W****ing
|    Canada
Fixed Price: Not Sure   |  Posted: Jun 22, 2015  |  Ends: 3d, 10h  |   17 Proposals
Using the Bria API (Counterpath Software) we are looking for a simple Salesforce integration that allows the following capability: 1. click to call from phone fields 2. Pass back of time on the call (length recording) 3. Pop-up to record call notes (Rich Text field) 4. upon closing pop-up the task is recorded as an outgoing call, from logged in user to the record where the number was clicked (Generally Contact) with the start and end times, and the recorded notes included or attached. This will be built into our Salesforce Environment and functionality will be expanded in a series of projects. I have the API / Developers guide for the softphone, they already have an outlook add-in, so this might be basically similar to that (if you looked at how that works)... Successful candidates will propose approach, cost, and time required. Previous telephony integration experience is preferred.
Category: Database Development       

t****ord
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| t****ord
|    United States
Hourly Rate: $20 - $30 / hr   |  Duration: Not Sure  |  Posted: May 05, 2015  |  Ends: 30d, 9h  |   22 Proposals
Needed: A specialized marketing data processor to aid in our direct mail objectives and some email marketing efforts. This qualified person must have experience and knowledge using Sales Force CRM and FoxPro. Data processing duties include: receiving and managing large quantities of marketing data (up to 500,000 student and teacher contact records at a time), process that data to proper format, de-dup, divide into mailing campaigns we've designed in Sale Force, and deliver to our mail production house for direct mail production. Data processing for our mail campaigns can be either very straight-forward and simple, other times, it can involve manual manipulation to include different personalized merge fields (taken from various Sales Force reports). All finalized marketing data is loaded into Sales Force AFTER being sent to the mail production house; all responses and purchases are recorded within Sales Force. Generally, raw data is not loaded before being mailed. Basic analysis...
Category: Database Development       

d****ied
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| d****ied
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 07, 2015  |  Ends: 2d, 17h  |   26 Proposals
As a Project Manager (PM), you will be a part time, remote project manager interfacing with clients and a remote team of consultants on Salesforce.com implementations. The PM will be accountable for driving projects to success while delivering on time and on budget. The PM will be responsible for obtaining overall client satisfaction, managing client expectations and effectively leading project teams. The position will require 10-30 hours per week, with the flexibility in schedule to address potential issues in real time and to manage projects in three time zones. Responsibilities - Project Management: Develop project plans based on previously scoped requirements. Manage scope of projects from inception to closure. Define, develop and actively manage implementation schedules and project budgets. Coordinate resources, prepare project teams for kickoff, ensure effective completion of project milestones, control project scope and mitigate risks. - Client and Project Team Communication: ...
Category: Project Management       

i****ing
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| i****ing *
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 07, 2015  |  Ends: 2d, 17h  |   6 Proposals
Our work with clients combines technical expertise with hands-on understanding of business process and operations. Success in this role requires knowledge of the Salesforce.com ecosystem. The most successful candidate will demonstrate an ability to work with organizations to develop clear business processes, efficient workflow systems, and best practices. This position requires strong project management skills and the ability to work with a number of projects at once. Most projects are client facing and as a result, communication skills and a genuine interest in helping people is very important. The ability to collaborate with peers and clients while building consensus is also critical for success in this position. Responsibilities - 2 Years familiarity of working with CRM - Gather requirements, develop system design documents, and configure system - Conduct user acceptance testing sessions - Deliver end-user training - Develop process documentation - Conduct system assessment...
Category: Database Development       

i****ing
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| i****ing *
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 07, 2015  |  Ends: 2d, 17h  |   7 Proposals
Our work with clients combines technical expertise with hands-on understanding of business process and operations. Success in this role requires knowledge of the Salesforce.com ecosystem. The most successful candidate will demonstrate an ability to work with organizations to develop clear business processes, efficient workflow systems, and best practices. This position requires strong project management skills and the ability to work with a number of projects at once. Most projects are client facing and as a result, communication skills and a genuine interest in helping people is very important. The ability to collaborate with peers and clients while building consensus is also critical for success in this position. Responsibilities - Build client-specific solutions on the Force.com platform using Apex and Visualforce with the goal of providing clients with sensible solutions that can be managed and maintained within the budget and personnel resources available to them - Assist w...
Category: Database Development       
Skills: MySQL Administration, Salesforce.com, PHP       

i****ing
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| i****ing *
|    United States
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