In Progress

Salesforce implementation for sales and service CRM


I am looking for a Salesforce implementation specialist who can configure relatively simple sales and service process flows. Incoming will be leads from web contact forms, live chat, phone, and cases.

This will be a fresh instance of Salesforce with 5 user licenses to begin with.

Also will need:

- Configure CTI with screen pops containing customer information for inbound/outbound calls.

- Configure Point of Sale / Order Entry UIs and processes

There will be an integration with Dynamics 365 Business Central but that is outside the scope of this project.

Skills: Leads, Sales, Salesforce App Development,

See more: crm implementation strategy, salesforce implementation services, salesforce implementation examples, crm salesforce, what is crm, successful crm implementation, salesforce implementation methodology, crm implementation process

About the Employer:
( 0 reviews ) Boca Raton, United States

Project ID: #19768776

Awarded to:


I would love to have the opportunity to discuss your project with you. I provide exceptional Salesforce development services to let the clients connect and collaborate with the customers effectively. I have 6 years of More

$1333 USD in 20 days
(22 Reviews)

33 freelancers are bidding on average $1351 for this job


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” and “Jam More

$1400 USD in 7 days
(24 Reviews)

Hello, We have a proven track for these kind of implementation and after support. Please ping me so that we can discuss more on this. Thanks, Amit

$1388 USD in 10 days
(38 Reviews)

I'm good in Salesforce Development & Integration having around 7 years of experience including integrations. I will be able to assist in this project. Thanks.

$1444 USD in 25 days
(26 Reviews)

Hey, I am salesforce Certified [login to view URL] Developer since 2012 Certification Verification: [login to view URL] I have been working on both areas busin More

$1500 USD in 30 days
(13 Reviews)

I am a PD1 and ADM201 certified salesforce Consultant working on the platform for more than 6 years. Have expertise in Configuration, Customisation, Integration and Lightning. I have prior experience in setting up More

$1250 USD in 15 days
(18 Reviews)

Hello There, I'm a expert, certified Salesforce Consultant with hands on experience in Sales and Service cloud extensively. I can configure everything listed in the job description that is case management, web to case More

$1500 USD in 15 days
(7 Reviews)

Hi, Hope you are doing well. I am Salesforce certified developer, having 7.5 years of experience in different area(Sales Cloud, Service Cloud, Community Cloud) of Salesforce. Please connect with me to discuss. Best More

$1500 USD in 30 days
(12 Reviews)

I completely understand what you are looking for, please find one of my assignment similar to this. 1. LEADS & SALES PROCESS PHASE Tracking of your Leads Accounts/Companies Contacts Leads Opportunities Setup Lead As More

$1300 USD in 10 days
(3 Reviews)

I'm a professional Senior Salesforce Consultant over 5 years of experience with a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization More

$900 USD in 10 days
(4 Reviews)

Hi, I am salesforce certified integration and deployment architect came up with 9+ years of rich experience, For more details please visit my profile and message me so that we can connect and talk.

$1500 USD in 5 days
(3 Reviews)

Hello, Here you will have one value added service integration with Dynamics 365 Business Central as we are a small team of Certified Salesforce & Microsoft D365. We are specialized in implementation, integration, a More

$1500 USD in 20 days
(2 Reviews)

Hi, Please find my cover latter that shows my past experience. 1. ConverseHealth (Salesforce App-Exchange Product) 2. CloudCraze eCommerce for Salesforce, Community Site, Lightning API Skills: CloudCraze App More

$1250 USD in 20 days
(1 Review)

Hi, I am very interested to work on your project. I have 17+ years experience in Web Development using a large variety of programming languages, frameworks, database architecture, APIs, CRMs, ERPs, mobile development More

$1500 USD in 27 days
(1 Review)

Hello, Greeting from MoreYeahs! As I have seen your requirement, have worked on similar concept before. Salesforce and Dynamics 365 Experts in your service!! We have a deep expertise in Lightning UI, Lightning comp More

$1125 USD in 7 days
(2 Reviews)

Hi, We have a team with immense knowledge in Salesforce implementation and expertise in CPQ. We have successfully completed many projects and all the applications are live. We have our own apps live in Appexchange. W More

$750 USD in 7 days
(2 Reviews)

Dear Client, I am an experienced certified salesforce consultant, have a good knowledge on implementing salesforce from scratch, after going through your requirements i feel i am the best person to help you out. More

$1111 USD in 20 days
(1 Review)

Hello, Hope you are doing well. We are and professional IT company based in India having a team of 150+ developer work on Salesforce. We have deep expertise in Lightning UI, Lightning components, Lightning App Build More

$1000 USD in 10 days
(2 Reviews)

Greetings! My Name is Suraj Tripathi and I am a Certified Salesforce Expert with having 9 certification. [login to view URL] Portfolio- [login to view URL] More

$800 USD in 20 days
(0 Reviews)

Greetings, We would like to submit our proposal, CONCLO Tech Pvt. Ltd. is a organisation with a group of experts in Salesforce CRM and cloud computing. We have been working with clients from multiple domains on variou More

$1125 USD in 7 days
(0 Reviews)

Hello Sir, I've gone through your requirements and I can pull this task with my team efficiently. Please consider my below points. Experience ========== SFDC Certified professional with 4 years of Salesforce experi More

$1125 USD in 7 days
(0 Reviews)