Salesforce Pro CRM set up for new company

Completed Posted 5 years ago Paid on delivery
Completed Paid on delivery

Monkey Mind Ltd is a UK based start up offering mental wellbeing surveys to UK based schools and businesses. I have a database of 24,000 schools that I want imported into Salesforce leads with 17 different fields for school name, address, email etc.

I want to be able to create and send bulk emails to this database with an automated unsubscribe option. The emails will direct people to our website at [login to view URL] where schools can register for a free account. This registration data needs to be pulled into Salesforce accounts with the school concerned being removed from leads. I want a series of automated follow up emails where no action has been taken. ( I am aware of the limitations for emailing with Salesforce so want to hear your best solution!)

There will be a separate registration form on the website for other businesses (ie: NOT schools) and this data will also need to be automatically imported into Salesforce accounts.

There may be other bits of development work to add to this as we work out our sales and marketing procedures.

I will only consider using someone reliable with a proven track record, excellent reviews/references and fluent English. Preference will be given to someone who can prove their ability with not just Salesforce but with executing successful email marketing campaigns/strategies.

I am looking for the best fit for our company with a potential long term relationship. I will be looking for value for money, not the lowest price. Unless of course that person also appears to be the best fit! I will be happy to provide further info if you need it, but only after I have looked at your profile and added you to a shortlist. Many thanks for your time and interest.

P.S. Do not bother contacting me outside of Freelancer as I will not respond!

CRM Excel Salesforce App Development Salesforce.com Zoho

Project ID: #17585919

About the project

33 proposals Remote project Active 5 years ago

Awarded to:

vesicaSF

Hello, for the described task i believe we can achieve it in a week. For the bulk emails, what we could not achieve with Salesforce, the most common solution is MailChimp, also Zapier ... but we can decide together More

£250 GBP in 10 days
(6 Reviews)
5.0

33 freelancers are bidding on average £557 for this job

Dhruvika111

Greetings of the day, We are not only Expert in creating Email marketing campaigns but also familiar with Salesforce. We have done Various similar projects of uploaded and updating contacts and other details to Salesf More

£250 GBP in 5 days
(339 Reviews)
7.7
singhalp

I am a seasoned Salesforce Consultant/Developer with 6+ years of experience. I am highly trained Salesforce® certified with a strong knowledge of Salesforce Architecture, Design, and Development along with experience i More

£722 GBP in 10 days
(43 Reviews)
7.5
ShreyShrma

Hello, Hope you are doing well :) I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” More

£700 GBP in 10 days
(28 Reviews)
6.8
appsinvent

Hello, We are salesforce certified professionals and have been working on salesforce since past 12 years. We can do this all using salesforce and MailChimp. Have done it in the past for many of our clients. One of ou More

£555 GBP in 10 days
(51 Reviews)
6.7
fbs2009

Hey, I am Fateh, handling a team of Certified Professionals, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultanc More

£600 GBP in 5 days
(25 Reviews)
5.4
malviyamanish

Hello, Greeting!!! Bluewebspark. We gone through project description We are Really interested to do work with you , We are Web & Software development company having more than 8 year experience in Software d More

£500 GBP in 10 days
(2 Reviews)
5.3
donnyforu

Hello, We are an IT company based in India with a heavy focus on salesforce technology. We have an outstanding record of delivering quality work to the clients across the globe. We speak fluent English. As More

£555 GBP in 10 days
(12 Reviews)
5.0
mritzi

Hello, I can easily insert records in your Salesforce PROFESSIONAL instance(I believe that's what you meant by PRO) after setting up required objects, fields & validation rules. That will also involve data quality ch More

£700 GBP in 30 days
(9 Reviews)
4.0
POertel

Do you already have Salesforce set up to receive all this information from your website? We can have your website interact with the salesforce api, depending on what you're using for your backend. My thought for sen More

£750 GBP in 20 days
(1 Review)
2.6
Nagendra87

here is some works that scale my ability: 1. ConverseHealth (Salesforce App-Exchange Product) 2. CloudCraze eCommerce for Salesforce, Community Site, Lightning API Skills: CloudCraze App-Exchange Product for eComm More

£500 GBP in 7 days
(1 Review)
2.4
Aaqibqayoom88

Hi,   I have gone through your project details and I assure you that I can do it  as I got all the skills  required for this project. I have a completed a lot of similar  projects in the past so it is my pleasure to wo More

£250 GBP in 2 days
(0 Reviews)
0.0
sch5a324443c675c

I work in Software MNC as a SFDC Developer with 4.5 years of rich experience in Salesforce. This would be my 1st project but I would in my 100% to make sure the targets are met beyond expectations

£288 GBP in 10 days
(0 Reviews)
0.0
Vitspl

Hello, With 14+ years of experience in ERP, CRM, Inventory Management, Accounting Management and various kinds of customized SaaS based solutions, we have developed various applications from scratch. We are a US More

£555 GBP in 10 days
(0 Reviews)
0.0
chikkarajuakhil

We are a team of Salesforce experts having expertise in Sales, Service and Marketing Clouds. We have implemented end to end systems for various clients outside freelancer. The exact solution for the problem could be More

£400 GBP in 10 days
(0 Reviews)
0.0
AzzkaNoor

Just had a quick visual over your project's posting. I am more than happy to proceed with you. However, I have some questions which I like to ask. Can you message me over the chat so we can start? I will display my r More

£555 GBP in 10 days
(0 Reviews)
0.0
naveendhanaraj

Salesforce Administration and Development with 3 years of experience Adept at all phases of SDLC, which includes Design, Architecting, Requirement Analysis, Coding, Testing, Integration, Code Reviews and Implementati More

£666 GBP in 10 days
(0 Reviews)
0.0
testsupport2007

• CRM Impleneter based in Toronto is leading kick off meetings, gathering, analyzing and documenting business requirements. • Converting business requirements into technical requirements and preparing SOW. • Developi More

£555 GBP in 10 days
(0 Reviews)
0.0
nmikaniki975

Honestly, this is a super easy task for me and I really have nothing to say more than this. I promise you will ask me for more similar projects. Please Let me know more about your project and I will provide you with More

£750 GBP in 10 days
(0 Reviews)
0.0
komalmadanpulani

Hi, I believe i might be a good fit to serve the requirements you have mentioned. I have extensive experience in developing API which in this case will be sued to transfer data from your website to SFDC. We are cu More

£722 GBP in 20 days
(0 Reviews)
0.0