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Salesforce Direct Consulting

My company is a new business venture. I'm looking for an individual that can offer us quality work with a decent rate for consulting. I would rather not go the hourly direction but a full project direction. We will be using Salesforce and [url removed, login to view] to manage the customer relations. Here is a quick rundown of the project.

I need to capture

Capture Leads - Web to form

Convert Leads into Customers

Provide my customers with a web login so they can file claims and manager their accounts.

When a claim is requested I need a new action or tab called Claim requested - this is the area our agents will review and accept or deny the claim request. If the claim is accepted then they would be moved to the claims tab.

Within the Claims tab my customers can follow the claim process. My agents can provide updates internally and externally. My vendors would be able to login to their account which would be linked to active claims they are handling for our company. The client would be limited to what they can see in this claim process also.

The customer portal should be custom to look like our web page also. The customer portals, vendor portals and employee portals should be all customized so each category sees selected fields set forth by our company.

I need for each customer entered into the system to automatically generated an account number (basically a reversed calendar date plus the customer number for that day... example 12092201. It's a format that we can see when the customer become a customer. 12 = year 09 = month 22 = date and 01 is the first customer of the day.) and an activity follow up for agents in the future. Typically 365 days later.

I need integration with Quickbooks or an accounting software that is cloud based.

Thats a start. I'm looking to get this project started as soon as possible.

Keahlian Komputasi Awan, CRM, Salesforce.com

Lihat lebih lanjut: salesforce direct, what is business consulting, web relations, start up business consulting, salesforce customer portal, salesforce com crm, need employee for my business, need employee for a new business, need a new employee, looking for consulting work, leads request for my business, hourly rate of a project manager, hourly rate for project manager, hourly rate for a project manager, handling company accounting, employee review of company, employee relations manager, customer relations manager, customer portal salesforce, consulting project manager, company review employee, cloud computing in business, cloud computing in accounting, cloud computing business, cloud based accounting software

Tentang Pemberi kerja:
( 4 ulasan ) Grove City, United States

ID Proyek: #2508469

16 freelancers are bidding on average $2394 for this job

consus

Hello Sir Please Check Inbox for bid details and Salesforce integration reference work Thanks

$4000 USD dalam 45 hari
(4 Ulasan)
5.2
qitsol

We are crm experts.

$3000 USD dalam 20 hari
(25 Ulasan)
5.1
yurybondarau

I am salesforce ceertified developer with 2+ years of experience especially in developing of customer portals.

$2200 USD dalam 30 hari
(11 Ulasan)
5.0
NishantBamb

Hello, Please refer your Inbox for my experiences with Salesforce and more details. Thank you.

$2500 USD dalam 30 hari
(16 Ulasan)
5.0
hafeez

Respected Client, Please review private message and provided links for better understanding of expertise. Thank you.

$2300 USD dalam 25 hari
(2 Ulasan)
3.0
wnwsolutions

Please read my personal message

$1600 USD dalam 20 hari
(1 Ulasan)
2.9
SWOTInternat

I have extensive experience in CRM Solutions (Salesforce Certified Admin, Zoho Alliance Partner, MS Dynamics), a well experienced CRM Administrator, Power user Trainer.

$2500 USD dalam 30 hari
(2 Ulasan)
2.5
scriptgiant

I have read your [url removed, login to view] have developed similar work, I can assure you that we are very much capable to develop the same by justifying all points. Please cehck pmb.

$3000 USD dalam 45 hari
(0 Ulasan)
0.0
acrusys

I have very good knowledge & understanding capabilities in salesforce. Kindly check the PMB for more details

$2000 USD dalam 20 hari
(0 Ulasan)
0.0
webindia1990

Hi, I am interested for your work so can you please read once private message ? Thanks..

$2000 USD dalam 30 hari
(0 Ulasan)
0.0
MightyCoder87

Hello, Request you to Please refer your Private message inbox for my experiences with SFDC and more details. Thank you

$1900 USD dalam 30 hari
(0 Ulasan)
0.0
benjaminsu

Experienced IT Consultant and Salesforce certified developer with 5+ years [url removed, login to view] implementation experience. Please also refer to PM.

$2500 USD dalam 30 hari
(0 Ulasan)
0.0
ArihantTechno

Hi I have 7 years of experience and done multiple projects on Salesforce. Also I am Salesforce 401 Developer certified. I can assure you the completion of task in time with no issues and good quality. I also be Lagi

$2000 USD dalam 20 hari
(0 Ulasan)
0.0
ankitsingh007

Hi, I am DEV401 certified and have 1.5 yrs of [url removed, login to view] experience. I've experience on this type of SFDC Project. I can assure you the completion of task in time with no issues and good quality. Thanks and Lagi

$2500 USD dalam 22 hari
(0 Ulasan)
0.0
sfwithsandeesh

Dev 401 Certified.I have worked on Salesforce platform with a reputed company for over 2 years. I have completed 5 projects successfully during this tenure. I can ensure you that I will provide very good quality of cod Lagi

$2000 USD dalam 20 hari
(0 Ulasan)
0.0
SRKSalesforce

I have read your requirements Please look into private message

$2300 USD dalam 25 hari
(0 Ulasan)
0.0