Salesforce Consultant needed for 1 day of on-site training in NYC (MUST BE LOCAL) (HIRING ASAP)

We're a startup in New York City and need to develop a workflow for our brand spanking new instance of Salesforce.

In detail, we need:

* Gather the needs of the users

* Create a basic workflow

* Create custom dashboards for 3 user categories: Admin, Manager, Staff

* Create custom reports for 3 user categories: Admin, Manager, Staff

* Migrate data from our previous CRM

* Train 5 to 10 users on-site

We are rather "light" users of CRM, so we don't require a complex setup and our customization needs are quite basic. Please keep this in mind when scoping out the project. We will require a SoW in order to proceed.

Much of this work is perfectly fine to do from off-site, but we would need at least full day on-site and in-person to gather our user needs and to train. Alternatively, this can be split over two days. We would prefer to retain a consultant to start next week.

In addition, the consultant must be local to NYC. Our company is headquartered in Queens, NY and the consultant needs to be in the region - we are not budgeted for any travel, transportation, or accommodation expenses.


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About the Employer:
( 0 reviews ) United States

Project ID: #11790013

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Hi i am an consultant of CRM, I have both knowledge of zoho and salesforce, Do let me know if we can help you out in this. linkedIn: [login to view URL]☁-94333524

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Hi I am having 6 year of expirence in salesforce Technology and 401 certified. i worked in almamate infotech,applikontech soluntions and cognizant technology solutions previously. Worked on very Big apps & More

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I've been working on Salesforce for 2 years and given my experience and expertise which includes working at [login to view URL] on a project administering and developing a community, I would like to let you know that provid More

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