Salesforce cpq işler
...performanslarını analiz etmek, raporlamak ve optimize etmek Müşteri yaşam döngüsü (customer lifecycle) yönetimi gerçekleştirmek Satış, pazarlama ve operasyon ekipleriyle koordineli çalışmak Bahis sektörüne özel kampanya ve promosyon süreçlerini yönetmek Aranan Nitelikler Bahis / iGaming sektöründe CRM Manager veya benzer bir pozisyonda en az [2 - 3 yıl] deneyim CRM sistemleri (Optimove, Salesforce, HubSpot vb.) konusunda tecrübeli Veri analizi ve segmentasyon konusunda güçlü bilgi birikimi Sonuç odaklı, analitik düşünen ve stratejik planlama yeteneğine sahip Güçlü iletişim ve ekip yönetimi becerileri Affiliate Manager bahis sekt&...
high productivity application development platform just like salesforce
Salesforce da basit geliştirmelere ihtiyacımız var. We need same small development with users.
Heyecan verici büyüme, büyük bir uluslararası şirketler grubuna hizmet veren bir dizi entegre uygulama ile kendilerini karmaşık bir organizasyona itmek isteyen deneyimli ve iddialı bir üst düzey Salesforce geliştiricisi arıyoruz. Entegrasyon ve otomasyon için giderek artan iştahı olan bir organizasyonun ihtiyaçlarını karşılamak için Salesforce platformunda işlevselliği tasarlamak ve sunmak için harika bir fırsat. Platform başkanına rapor vermek için, teknik çözümler konusunda liderlik göstermeniz ve Salesforce'un gerçek potansiyelini gerçekleştirebilmemiz için gerekli önlemleri almanız gerekir. Bu rolün temel sorumlulukları şunları içerecektir: ...
...messaging, objection handling and follow-up cadences. • Implement: Outline practical KPIs, reporting dashboards and a light training plan so my team can adopt the new approach without disruption. Acceptance criteria 1. A documented playbook in an editable format. 2. A customer journey map with touchpoints and responsible roles. 3. KPI sheet ready to upload into our existing CRM (HubSpot, Salesforce or similar). 4. A concise rollout timeline my team can follow. If you have a track record of reshaping tech sales teams around customer success, let us see how you would tackle this assignment....
I need my Salesforce instance to talk seamlessly with WhatsApp Business. The API has not been set up yet, so the first step will be registering and activating a WhatsApp Business number and gaining full API access. Once the API is live, I want three flows automated inside Salesforce: • Lead management – new WhatsApp inquiries should create or update leads, log conversations on the record, and trigger the usual assignment rules. • Customer support – agents must be able to send and receive messages directly from Salesforce (Service Console), with transcripts stored on the case. • Marketing messages – I’d like to schedule and send templated broadcasts that respect WhatsApp’s policies and surface engagement data back in ...
...outlining positioning, target audiences, and messaging angles. • Digital campaign blueprints—social ads, Google Ads, SEO recommendations, and email sequences—mapped to measurable KPIs. • Compelling sales collateral (brochures, one-pagers, pitch decks) that can be handed to prospects or shared online. • A lead-generation and nurturing workflow, ideally integrated with a CRM like HubSpot, Salesforce, or similar. • Performance tracking guidelines so I can see which channels deliver the strongest ROI. If you’ve previously driven occupancy or sales for office parks, retail centers, or other commercial developments, your insights will be invaluable. Experience with market research, commercial property listing platforms, and local zoning nu...
I need an expert to integrate the Workday API with another system for data synchronization. Key Requirements: - Experience with Workday API - Proven track record in system integration - Strong understanding of data synchronization principles - Ability to deliver within budget Ideal Skills: - API integration experience - Familiarity with the specific system to be integrated (Salesforce, SAP, or Microsoft Dynamics) - Strong problem-solving skills - Good communication for project updates Please provide examples of similar work done.
I want a clean, automated bridge between our Salesforce org and Power BI so I can see the story behind our numbers at a glance. The job starts with pulling three data groups—sales figures, customer records, and performance metrics—directly from Salesforce. Those sets feed a single data model in Power BI that refreshes on a schedule I can control. From that model I need three visual workspaces: a sales performance view that tracks revenue against targets, a customer-demographics snapshot that breaks down who is buying, and an employee-performance view that compares reps by key KPIs. On top of the dashboards I also need competitive leaderboards: one that ranks reps by sales volume and another that highlights overall employee performance. Each board should update au...
NOTE: This position is purely on a commission basis. This is NOT an SEO opportunity. We need a dedicated IT Services Sales Consultant to sell our software development services on a commission basis. The consultant will primarily be promoting our: Custom Software Development Mobile App Development Web Application Development Salesforce Consulting AI/ML Services Data Analysis All are targeted toward international markets (US, Europe, Gulf, LATAM ). Candidates from these regions will be given preference. The ideal candidate should have a strong background in IT sales, particularly in software development services. Experience dealing with small businesses is a plus. You should possess excellent communication skills, a proactive approach to sales, and the ability to understand ...
We are looking for an experienced SnapLogic Developer from India for a long-term collabo... and data transformation techniques Experience working with databases such as SQL Server, MySQL, or Oracle Understanding of cloud platforms (AWS, Azure, or GCP is a plus) Familiarity with ETL/ELT concepts and integration patterns Strong debugging and problem-solving skills Preferred Qualifications Experience with CI/CD and version control tools Exposure to enterprise applications like Salesforce, NetSuite, SAP, or similar Good communication and documentation skills Ability to work independently and in a collaborative team environment Engagement Details Long-term opportunity Remote work (India-based candidates preferred) Flexible working hours with occasional overlap with internati...
I need a hands-on Salesforce Marketing Cloud specialist who can jump in immediately and handle three core areas for me: email campaign setup, automated journey creation, and data management/segmentation. I have a mix of brand-new campaigns to launch as well as several live programmes that need ongoing optimisation, so you’ll be switching between building fresh content and fine-tuning what’s already running. Scope of work • Email Studio: build responsive templates, load creative, configure dynamic content, and schedule sends. • Journey Builder & Automation Studio: create multi-step automations, triggered sends, and lifecycle journeys that run reliably without manual intervention. • Contact Builder & Segmentation: audit existing data extens...
I’m refining our Email-to-Case process and want the resulting Case record to feel clean, intuitive, and fast for agents. Here’s what I need: • A re-worked Case layout focused on the Email-to-Case flow. This includes adding, removing, or re-ordering fields and sections so the most...suggestions that keep the flow lightweight and maintainable. I’ll grant you a sandbox with all necessary permissions. Deliverables are the updated Lightning Record Page, the supporting Page Layouts, activated workflow rules, and a brief deployment & testing doc so my admin team can move everything to production with confidence. If you’ve tailored Email-to-Case screens before and know your way around Salesforce Lightning and workflow configuration, I’d love to see ...
I need reliable help for roughly two hours each day to stay on top of client conversations. The core of the job is simple: monitor my inbox and LinkedIn messages, log each touchpoint in a way we can both see at a glance, and nudge me when a follow-up is due. If you’ve used Salesforce, HubSpot, Zoho, or any other CRM before, that’s a bonus, but I’m happy to work with your preferred system or even a shared spreadsheet—as long as the tracking is clear and the cadence of reminders keeps me responsive. Here’s what success looks like: • You quickly set up (or adapt) a lightweight process for capturing every email and LinkedIn exchange. • You send me a daily summary plus a concise list of next-action reminders. • Your log is always current, sea...
...developer/team to implement: Core Odoo ERP setup Odoo Website + E-commerce Custom CPQ application (Python) for acrylic panel pricing Clean, secure, maintainable architecture (minimal hacks) This is not a beginner project. Scope of Work 1. Odoo Core Setup Sales, Invoicing, Purchasing Role-based permissions (management only ~10 users) Quote → Order → Invoice workflows Approval rules (margin / price overrides) No manufacturing floor access required 2. Website & E-Commerce Odoo Website (Community or Enterprise-compatible) Fully custom frontend styling (HTML/CSS/Bootstrap) Pages: About, Services, Case Studies, Gallery Product catalog + checkout Online payments SEO-friendly structure No WordPress 3. Custom CPQ Module (Odoo-native) Python-based...
I need support on a fractional basis to keep my technology sales pipeline full. The assignment centres on sourcing and qualifying new prospects, not closing deals. What I will supply • Ideal Customer Profile and value proposition • Email domain, LinkedIn page and any collateral you may need • Access to our CRM (HubSpot/Salesforce—your choice) for tracking activity and results What I expect from you • Daily outbound activity—LinkedIn Sales Navigator searches, personalised connection requests, cold-email sequences and, when useful, short discovery calls • Accurate entry of every touchpoint in the CRM so I can monitor conversion metrics • A steady flow of marketing-qualified leads that fit the ICP, complete with contact detail...
WE WILL REQUIRE A REFERENCE FROM A US BASED COMPANY - do not bother submitting bids UNLESS you're specializing in Salesforce and can provide a reference from a US Based company for whom Sales Engagement module has been rolled out. All general Developers, engineers, etc will be ignored. Thanks. Need an experienced Salesforce specialist to take the prospecting cadences I now run in Salesvue and rebuild them directly inside Salesforce Sales Cloud → Sales Engagement. The work starts with a short discovery where you’ll review the existing Salesvue setup, map what should stay, what should change, and draft a modern cadence architecture that supports our three-tier model—cold, warm, and hot leads. Every cadence must let my reps sort and work tasks by ...
...complex, technical products and long sales cycles. Excellent project management, communication, and cross-functional leadership skills. Preferred Qualifications Experience acting as a builder or implementor in lean or growth-stage environments. Experience marketing screening, separation, size reduction, or complete processing systems. Familiarity with CRM and automation platforms (e.g., Salesforce, HubSpot) integrated with AI capabilities. Comfort translating technical data into compelling business value stories. Key Competencies Strategic thinking with a test-and-learn mindset Data-driven decision making Technical curiosity and ability to learn complex systems Clear, confident communication with both technical and non-technical audiences Success in This Role Looks Li...
We are seeking an experienced Salesforce Consultant to support short-term CRM customization work focused on Lead Management improvements within an existing Salesforce environment. This engagement will work closely with internal stakeholders and an established development team to enhance lead workflows, automation, and usability. This role is ideal for a hands-on Salesforce professional who can quickly assess an org, make targeted improvements, and collaborate efficiently without heavy ramp-up. Key Responsibilities Customize and optimize Salesforce Lead objects and processes Improve lead intake, routing, assignment, and status tracking Implement or refine automation (Flows, validation rules, assignment rules) Enhance page layouts, fields, and user experienc...
We are seeking a high-caliber Salesforce Strategic Architect to lead the development of an enterprise-level capabilities deck for a global Life Sciences leader. The ideal candidate will possess deep architectural expertise across Life Sciences Cloud, Health Cloud, and Revenue Cloud (CPQ), with a proven ability to synthesize these technologies into a cohesive "Molecule-to-Market" narrative. You must be able to articulate how a unified data model can bridge the gap between clinical trial management, patient diagnostics, and complex commercial quoting for high-value medical hardware. This role requires a "consultant-first" mindset: you are not just listing features, but mapping technical capabilities to high-stakes business outcomes like regulatory complianc...
Lead Salesforce Practice Engineer /Architect (10-15 YOE, Focus on Internal Practice Growth) Detail Specification Location Hyderabad, Telangana (In-Office/wfh) Experience 10 – 15 Years Employment Type Full-time Timezone Must be able to work effectively with EST timezone teams. ________________________________________ About the Role (Emphasis on Practice Development & IP) We are seeking a highly experienced and profound Lead Salesforce Engineer/Architect to join and significantly contribute to the strategic growth and maturity of our internal Salesforce Practice. This is a high-impact, architecture-focused role where your primary contribution is to build internal technical assets and define the engineering standards for the entire team. The ideal candidate will...
...Europe, and Asia. The focus is exclusively on large enterprises, so experience navigating complex buying committees and long sales cycles is essential. You will be expected to: • Craft and refine a region-specific go-to-market plan that aligns messaging, channels, and cadence for each territory • Source, qualify, and engage decision-makers—using tools such as LinkedIn Sales Navigator, HubSpot/Salesforce, email automation, and ABM techniques • Drive the complete funnel: schedule discovery calls, manage demos, negotiate terms, and move opportunities to signed contracts • Report weekly on pipeline metrics, conversion rates, and revenue forecasts so I can track progress in real time Because the rollout needs to start ASAP, I’m ready to prov...
Location: Offshore Remote (50% US Pacific Time Zone availab...and administration experience • Hands-on SuiteScript and system integrations • Strong SQL and data integration knowledge • Expertise in financial processes (Q2C, P2P, revenue recognition) • Understanding of SOX compliance and financial controls • Ability to translate business requirements into technical solutions Preferred Skills: • NetSuite experience with Ramp, Zip, FloQast, Stripe, Salesforce, Navan • Python or Bash scripting • Multi-entity and multi-currency experience • Cloud-based financial systems knowledge Ideal Candidate: • Strong finance + technical background • Experience in high-growth or enterprise environments • Ability to work indep...
...is straightforward: call each lead, have a brief, natural conversation, and gauge their current purchase interest level. I will give you a concise call script, the lead list, and step-by-step instructions on how to log every outcome directly inside my Salesforce instance—no prior Salesforce experience required, just the ability to follow simple directions accurately. Success for me looks like: • Every lead on the list contacted (or at least three tidy call attempts logged). • The “Purchase Interest Level” field updated in Salesforce immediately after each call, along with any quick notes that would help my sales team shape the next step. • A same-day message confirming the day’s progress so I can keep an eye on moment...
...book venues, coordinate vendors, and keep everything on track in tools like Trello, Asana, or your preferred event-management platform. • On-site coordination – Be my eyes and ears on event day, ensuring signage, registration, AV, and flow all work seamlessly so guests stay focused on the properties and not the logistics. • Post-event follow-up – Capture attendee data, feed it into my CRM (Salesforce, HubSpot, etc.), and prepare follow-up emails or call sheets so the sales team can convert interest into viewings and offers. Success for me is simple: every attendee should leave impressed, and their contact details should hit my CRM within 24 hours, tagged and ready for nurturing. If you’ve orchestrated open houses, property tours, or industry mixer...
...proven IT sales / business development experience (preferably with USA clients). Strong knowledge of IT services sales: software development, cloud, ERP/CRM, managed IT, or digital transformation. Excellent communication, negotiation, and presentation skills. Familiarity with USA B2B sales culture, lead generation platforms (LinkedIn Sales Navigator, Apollo, etc.), and CRM tools (HubSpot, Zoho, Salesforce). Ability to work in USA time zones and deliver against revenue targets. Self-motivated, target-driven, and able to work independently. What We Offer Competitive salary + attractive performance-based incentives. Opportunity to work with a global client base and cutting-edge IT solutions. Career growth in a fast-scaling company with international exposure. Flexible, collaborativ...
...welcome, the core of this role is face-to-face interaction: product demos on showroom floors, handshake negotiations at trade fairs, and attentive follow-ups that keep partners engaged. A proven record in the consumer-goods space is essential, along with the confidence to negotiate pricing, shelf placements, and promotional initiatives on the spot. Familiarity with a modern CRM such as HubSpot or Salesforce will help streamline your weekly reporting, but your real value lies in your ability to read a room, listen to buyer needs, and turn them into mutually beneficial deals. Deliverables I expect: • A weekly pipeline snapshot exported from your CRM (or a simple spreadsheet) outlining prospects, stage, and next steps. • Brief meeting notes within 24 hours of every c...
I need to extend my existing Rootstock-on-Salesforce environment with custom workflow automation. The goal is to remove as much manual effort as possible from everyday operations—particularly around order processing, inventory updates, and invoicing—by building smart, reliable triggers that run seamlessly inside Rootstock. You’ll work directly in our Salesforce sandbox org (Rootstock managed package installed in a dedicated sandbox) to design, configure, and test the automations. I’m open to using Flow, Process Builder, or Apex where it makes sense; the only requirement is that each automation runs quickly, respects Rootstock’s data model, and is easy for us to maintain once it goes live. Deliverables • Working automation for order process...
Salesforce Enhancement Requests Objects Involved: Contact, Donation, Receipt, Volunteer Service 1. Annual Donation E-Receipt Automation Objective: Automatically generate and send an annual donation e-receipt PDF. Trigger/Timing: April 1st of each year. Logic: Retrieve all Receipt records for the contact from the previous year. Sum the total amount of all receipts. Generate a PDF e-receipt showing the total annual donations. Send email to with the PDF attached. Optionally, create a new Receipt record to log the annual summary. Fields/Objects Used: Receipt (for summing donations) (for sending PDF) Receipt (for annual receipt record) Implementation Suggestions: Use Scheduled Flow or Apex Scheduled Class to run on April 1st. Use Visualforce or Salesforce
I'm seeking an expert to build a Salesforce dashboard that visualizes key sales and pipeline data. Carry out a days training with our internal team in our London office. Requirements: - Display sales data, focusing on: Pipeline sectors - Monthly revenue - Conversion rates - Sales by region and individual - Use charts, graphs, and tables for visualization Build in sets of filters for each element of the pipeline and team's Ideal Skills and Experience: - Proficiency in Salesforce - Strong data visualization skills - Experience creating interactive and informative dashboards
...closing team. Key Candidate Requirements 1. Professional Experience * Real Estate Background: Minimum of 1–2 years of experience specifically in Real Estate telecalling (Residential, Commercial, or Plotting). * Sales Funnel Knowledge: Proven ability to handle the "Pre-Sales" cycle, from cold calling to lead nurturing and appointment setting. * Tech Savvy: Familiarity with CRM software (e.g., Salesforce, HubSpot, Zoho, or Bitrix24) and cloud telephony tools. 2. Core Competencies * The "Consultative" Voice: Ability to sound professional and authoritative without being "pushy." * Objection Handling: Skilled at navigating common brush-offs like "I'm not interested" or "Your prices are too high" with tact and logic. * ...
I need my Salesforce development workflow fully automated through GitHub Actions CI. The goal is to move from manual deployments to a reliable CI/CD pipeline that covers every step—from code commit to production release—while following Salesforce best practices (SFDX, scratch orgs, unlocked packages). Here is what I want to accomplish: • Pipeline configuration: create or refine . so that feature branches trigger scratch-org builds, run Apex tests, static code analysis, and package creation. • Environment setup: connect GitLab runners to my Salesforce orgs, manage authentication with JWT-based connections, and handle secrets securely in GitLab variables. • Automated testing: ensure unit tests run in scratch orgs on every merge request, w...
I’m looking for a Salesforce professional who can jump into my already-running org and tailor it to fit the way my team really works. We’re definitely talking about Salesforce customization rather than a brand-new deployment, but I’m still mapping out the exact features we’ll tackle first. Once we connect, I’ll share the full wish list; it may range from building custom objects and fields to streamlining automated workflows or sharpening reports and dashboards—whatever proves most valuable after you review the current configuration. You’ll start by evaluating the existing setup, noting where its structure or automation falls short of our daily processes. From there, I’ll rely on you to propose the smartest technical approach, c...
We are Heaven Eleven FC (Liberia). We need a Monrovia-based Head of Partnerships to close local sponsors, run our supporter salesforce (“The Circle”), and deliver proof packs (photos/videos/screenshots) showing sponsors got what they paid for. Duration: 30 days (extend to 90 based on results) Responsibilities (on the ground) Visit businesses, pitch sponsor tiers, close deals, collect payments Collect sponsor assets (logo/requirements) Run “The Circle”: recruit, track referrals, weekly leaderboard, fair payouts Ensure sponsor deliverables happen + capture proof for Sponsor Proof Packs Update pipeline tracker daily + send a weekly summary Deliverables / Targets Day 14: 20 qualified sponsor leads (decision-maker contact) Day 45: 5 sponsors closed (any...
MARTIAL ARTS SCHOOL - You’ll be calling prospects from my pre-qualif...brief follow-up text or email after each successful call keeps no-shows to a minimum. Deliverables I expect: • A shared call log updated in real time (Google Sheet or directly in my CRM) • Confirmed appointments showing on my calendar with complete contact details • End-of-day summary noting calls made, connects, and any feedback that could sharpen the script I’m flexible on tools—HubSpot, Salesforce, or a simple spreadsheet all work as long as the information is clean and timely. Consistent, professional phone etiquette and fluent, conversational English are must-haves. If you’re comfortable jumping on the phone, handling objections calmly, and turning curiosity into sch...
I’m ready to expand my proprietary hair-care and joint-care oils across the country and need a seasoned marketing distributor who can take them from a strong regional presence to nationwide shelves and e-commerce carts. Your focus will be on building and managing a distr...preferred retail channels, and launch timelines. • Signed agreements or purchase orders with at least three national or multi-state wholesalers within the first quarter. • Monthly performance reports outlining sales volume, sell-through rates, and marketing activities so we can fine-tune inventory and messaging together. If you already handle complementary products or have a nationwide salesforce eager for new SKUs, we’ll be an ideal fit. Let’s talk specifics and set our oils ...
We recently adopted Salesforce Non-Profit Cloud (NPSP) and now need a developer who can turn it into a working hub for our organisation. The immediate focus is on standing up Donation, Volunteer, and Grant tracking so that every gift, hour and award is captured in one place. Clean data flows are crucial because I rely heavily on Reporting & Analytics to brief our board and funders. Key pieces of the build • Configure NPSP objects and automations for donations, volunteer shifts and grants, including custom fields where our programmes demand extra detail. • Create intuitive Lightning pages and Flows so staff with minimal Salesforce experience can enter or update records without confusion. • Surface real-time dashboards and scheduled reports that summaris...
I'm seeking an AI specialist to integrate with my CRM for enhanced customer engagement and data analytics. Key tasks include: - Setting up AI for proactive customer contact via email campaigns. - ...customer engagement and data analytics. Key tasks include: - Setting up AI for proactive customer contact via email campaigns. - Integrating data tracking for customer interactions, sales data, and industry trends. - Analyzing industry trends and generating personalized, wealth-building recommendations. Ideal skills and experience: - Proven experience with AI and CRM integration, particularly Salesforce, HubSpot, or Zoho CRM. - Strong data analysis skills. - Ability to develop personalized recommendation systems. - Excellent understanding of email marketing and customer engagem...
New Jersey! Our primary focus is Al Development and Machine Learning solutions, complemented by expertise in Web, WordPress, e-Commerce, Salesforce, Custom Web Application, and Mobile App Development. We cater to businesses of all sizes across diverse industries. Our core competencies include: Al Development & Machine Learning: Custom Al models, neural networks, natural language processing, and predictive analytics. Comprehensive WordPress Services: WooCommerce integration, custom plugin and theme development. Full-Stack Web Development: .NET, PHP, HTML, CSS, JavaScript frameworks, and Codelgniter. Development: Certified Salesforce developer (APEX, Lightning Components, integrations). Google Sheets Automation: Custom scripts, add- ons, and workflow automation. H...
...targeted prospect lists straight from Sales Navigator. • Craft connection requests, nurture messages, and InMails that feel human, stay on-brand, and move prospects toward a discovery call. • Run, monitor, and iterate outbound campaigns with clear weekly metrics: accepted connections, response rates, qualified leads, and—most important—calendar bookings. • Sync every touch-point into HubSpot/Salesforce (or recommend a lightweight alternative) so nothing falls through the cracks. • Provide concise reports and actionable insights that show what’s working and what we tweak next. Acceptance criteria: a minimum agreed-upon number of qualified technology leads and confirmed meetings within the first 30 days, plus transparent reporting that...
... or a custom Python/Node micro-service—whichever you believe fits best. Robust intent detection, conversation memory, and fallback to human agents are mandatory. I value experience in AI bot development above all, so please centre your proposal on that. Show me how you would: • design the conversation flow and knowledge retrieval layer • integrate with at least one popular CRM (HubSpot, Salesforce, Zendesk, etc.) via REST or GraphQL • expose configuration hooks so business users can add instructions or connect new data sources without redeploying the code Deliverables I expect: 1. Running prototype (Docker or cloud-hosted) covering the three key channels 2. Clean, well-documented code repository 3. Short admin guide outlining how to add new in...
Busco un experto en Hubspot Marketing Hub [+ conocimiento de HeyGen] Buscamos Arquitecto de HubSpot Operations Hub para proyecto de IA Generativa. Tu misión será conectar CRMs Pharma (SFDC o Veeva principalmente) con APIs de video. Misión: Integridad de datos y automatización y gestión de Business Units de cada cliente Funciones: o Configurar la sincronización HubSpot y CRM cliente (~Salesforce mayoritariamente) o Escribir el código de los Webhooks en Operations Hub. o Gestionar la entregabilidad de las campañas (emails/contenido/landing page). o Monitorizar errores de API y base de datos. Condiciones: Escalables con el volumen de negocio del proyecto. Fijo (freelance/Autón.) + variable (horas/día) + bonus ...
I need an N8n developer to integrate Google Sheets, Slack, and Salesforce into our workflows. Requirements: - Expertise in N8n - Proven experience with Google Sheets, Slack, and Salesforce integrations - Ability to create detailed project proposals Please provide a detailed project proposal with your application.
My Salesforce Sales Cloud org already runs several Flows and a handful of (Integromat) scenarios that sync data across Accounts, Contacts, Leads, and Opportunities. Lately, the system has started to break down. I’m seeing: • Logic errors showing up in both Salesforce Flows and routes • Data not syncing properly between the two platforms • Automations that simply fail to trigger when they should The immediate priority is fixing those errors so business operations can resume without manual intervention. Once stability is restored, I’d like guidance on streamlining what’s in place—no full rebuilds, just smart tweaks and best-practice pointers that make the existing design easier to maintain. Here’s how we’ll work: 1...
...converting new leads into paying customers, and I need it running seamlessly in both Salesforce and Mailchimp. The core objective is pure and simple: drive sales. Here’s what must happen. First, the new-lead segments that already live in Salesforce need to stay perfectly synced with matching lists in Mailchimp. From there, I’ll rely on you to craft a short sequence of promotional emails—strong copy, clear CTAs, mobile-friendly templates, and A/B test variations included. Automations have to be set up so every fresh lead receives the right message at the right time, and all engagement data flows back into Salesforce for pipeline visibility. Deliverables • End-to-end integration check between Salesforce and Mailchimp (no manual ex...
Job Title: B2B Sales Executive – Real Estate & US Insurance Solutions Location: Remote D... or Specialty Insurance) • Real Estate (Residential, Commercial, Property Management, Mortgage, or Title Services) • Strong experience selling services, solutions, or platforms (not retail sales) • Proven track record of closing mid-to-large enterprise deals • Excellent negotiation, communication, and presentation skills • Experience working with US clients and stakeholders • CRM experience (Salesforce, HubSpot, Zoho, etc.) Good to Have • Existing client network in Real Estate or Insurance • Experience with SaaS, Tech-enabled services, or Consulting sales • Understanding of compliance, underwriting workflows, claims, or policy lifecycle &...
...Home Services, Remote). Handled inbound emergency calls related to water, mold, and fire damage. Qualified homeowners, assessed urgency, confirmed insurance status, and scheduled inspections. 2. Coordinated mitigation and reconstruction projects end to end, working with technicians, subcontractors, property managers, and homeowners. Followed up on estimates, approvals, and documentation using Salesforce, supporting both service delivery and revenue flow. 3. Administrative and Sales Coordinator, Quick Dry Restoration. Managed lead intake from platforms such as Thumbtack, Yelp, and E-Local. Tracked opportunities, followed up on pending estimates, and ensured timely scheduling and communication across stakeholders. 4. Played an active role beyond appointment setting, owning follow...
...Home Services, Remote). Handled inbound emergency calls related to water, mold, and fire damage. Qualified homeowners, assessed urgency, confirmed insurance status, and scheduled inspections. 2. Coordinated mitigation and reconstruction projects end to end, working with technicians, subcontractors, property managers, and homeowners. Followed up on estimates, approvals, and documentation using Salesforce, supporting both service delivery and revenue flow. 3. Administrative and Sales Coordinator, Quick Dry Restoration. Managed lead intake from platforms such as Thumbtack, Yelp, and E-Local. Tracked opportunities, followed up on pending estimates, and ensured timely scheduling and communication across stakeholders. 4. Played an active role beyond appointment setting, owning follow...
...sale on the spot. All conversations are captured in Salesforce, so you must already feel at home logging notes, updating lead stages, and creating follow-up tasks as you go. Speed and accuracy matter: responses should go out during business hours within minutes, not hours, and each touchpoint must reflect a genuine understanding of the customer’s needs. You’ll ramp up quickly on our product line, adapt to new playbooks as they’re introduced, and keep communication lines open with the rest of the team. I’m ready to bring you on immediately; the sooner you can start taking inbound traffic, the better. Deliverables: • Consistent, on-brand handling of phone, email, and chat inquiries. • Complete, well-structured activity records in Salesforce...
This is athe Salesforce acceptance criteria. All the given requirement should be completed. It's consists of LWC mainly and other functionality.