The goal at this stage is to configure Salesforce so that it can accommodate all of my Non-Registered (Unqualified/unvetted/prospective) Investor contacts details from multiple sources
Uploaded and import said Non-Registered Investors (some records have little to no information but the minority). A part of configuring and a goal for doing this is that as we work through the leads using Salesforce we can start to properly populate missing information and cleanse existing as we mine through.
*Registered Investors go through a process via a webform to submit their details and investment preferences (NB: integration to salesforce at some point helpful but given they go through a separate marketing channel outside of Salesforce not critical for now)
19 freelancer menawar dengan rata-rata $21/jam untuk pekerjaan ini
Hello. I am Eric, zoho & salesforce developer with vast expereince. I think your project is very suitable for me. Please feel free contact me. Thank you. Best regards
I am 5+ years experienced full stack developer having experience in building and implementation of various CRMs. I have hands on experience with Zoho CRM. Let's connect!