Salesforce.com Jobs

I’m rolling out ClickUp next week for a four-person team and need a specialist to turn our blank workspace into a streamlined engine for daily operations and project delivery. Scope of work • Build the workspace architecture—Spaces, Folders and Lists that map cleanly to our business processes. • Configure task assignments, custom workflows and rule-based automations so recurring tasks run hands-free. • Enable project management views by setting up Timeline, Gantt and dependency tracking. • Connect ClickUp with our RedTail CRM (native option or Zapier/Integromat—whichever delivers the most reliable two-way sync). • Deliver two live training sessions (recorded for later reference) that walk the team through best-practice usage, dashboards...

I run a combined property-management, construction and Airbnb operation and rely on Zoho to keep everything moving. Right now I have several workflows live in Zoho CRM, Zoho Flow and a few related apps, but they grew piece-by-piece and now feel disjointed. Before a new staff member joins next month I want the entire system cleaned up, streamlined and expanded so it can scale with the business. The focus areas are clear: • Leads management – capturing, qualifying and nurturing sales and rental enquiries. • Tenant management – onboarding, communication, maintenance tracking and renewals. • Integration with our booking platforms and website – data must sync both ways without manual exports. • Overall organisation and data structure – consiste...

Our overseas education consultancy needs a purpose-built CRM that covers every interaction from the first enquiry to the student’s final course completion. The core workflow must include robust Lead Management, detailed Student Application Tracking and a complete Communication Log so my team can see every email, call and note in one timeline. Beyond the day-to-day pipeline tools, I also need: • Seamless integration with existing student-information systems and with payment gateways to handle tuition fee schedules and receipts without duplicate data entry. • Automated notifications for both staff and students (status changes, document reminders, payment alerts, visa expiry prompts). • Performance analytics dashboards that reveal conversion rates, counsellor produ...

I have a fully-developed Smart Bell system for schools, colleges, and universities that automates class schedules, supports multiple alarms, lets administrators upload their own audio, and keeps ringing on time even after a power outage. The hardware and firmware are production-ready; what I need now is the right person to turn this innovation into worldwide sales or a licensing deal. Your role will be to identify and reach out to prospects across international markets, pitch the solution in a clear, compelling way, and negotiate either direct purchases or licensing partnerships. I’m open to commission-only arrangements or a mixed fee-plus-bonus structure—we can discuss what motivates you most. Ideal background: IT solution sales, EdTech business development, or startup fundr...

Job Title: Part-Time Bilingual Real Estate Administrative Assistant / CRM Coordinator Position Overview: We are seeking a highly organized and proactive part-time bilingual (English & Spanish) Real Estate Assistant to support our team by managing leads, client follow-ups, and transaction coordination. This role is critical in ensuring timely communication, accurate CRM management, and a smooth client experience. Key Responsibilities: Call and respond to all incoming leads from the CRM (Lofty) Follow up with prospects and active clients in English and Spanish Log all calls, notes, and follow-up dates accurately in Lofty CRM Set up and confirm appointments with prospects and clients Connect clients with the appropriate lender based on their needs Follow up with lenders on loan ap...

I have a fully developed Taxi App package that is sold as a one-time license—no SaaS subscriptions involved. The bundle includes a customer app, a driver app, and a complete admin/dispatcher dashboard. I’m looking for an independent sales partner who can actively generate leads and close deals across Europe. Your day-to-day work will involve: • Sourcing and approaching taxi companies, dispatch centers, and fleet operators. • Demonstrating the software’s features and benefits. • Finalising contracts and securing payment. • Handing the new client over to my technical onboarding team once the sale is confirmed. Key points to know: • Commission-only arrangement at 50 % of every successful sale. • No development, configuration, o...

I run a service that sells website builds + automations. I need an Australian agency (not solo freelancers) to deliver client work white-label (you stay invisible). This is ongoing work at 10–20 client projects per month. Each job is quoted and paid through Freelancer milestones. What you’ll do (scope varies per client) You must be able to handle any common website + automation stack, including (but not limited to): Websites: Webflow, WordPress, Shopify, Wix, custom builds, landing pages, CRO fixes Automations: Zapier, Make, GoHighLevel, CRMs, email/SMS follow-up, Stripe payments/deposits, booking systems, webhooks/APIs, lead capture, review requests, reporting Typical builds include: lead → CRM → follow-up sequence → booking/deposit → review engine &rar...

My technology company is ready to scale, and the single most important step right now is bringing in a steady flow of new small-business clients. I need a seasoned executive mind who can own the end-to-end acquisition process—everything from identifying qualified prospects to closing the deal and handing them smoothly to our onboarding team. Here’s what success looks like for this engagement: • A clear outreach strategy tailored to small businesses that rely on technology solutions like ours. • A growing pipeline inside a shared CRM, with each lead properly qualified and documented. • Regular progress checkpoints so we can measure conversions, address objections, and refine messaging in real time. • Signed service agreements that translate directly in...

Hello, We are looking for a **senior Odoo Enterprise 19 consultant** to complete a **controlled implementation** for a food distribution business. This is a **configuration and validation project**, not a development project. --- ## Required Tasks ### Accounting (End-to-End Setup) * Full accounting configuration (Chart of Accounts, Taxes, Journals) * Validate invoice → payment → reconciliation flow * Ensure clean accounting with no “Pending Reconciliation” issues ### Products & Inventory * Import products with **SKU and Barcode** * Validate categories, stock rules, and FIFO valuation ### Users & Employees * Register employees in Odoo * Create a **Sales Rep user** with restricted permissions ### Website & eCommerce * Configure Odoo Website and O...

Project Description: I'm looking for an experienced OpenCart developer to build a professional e-commerce store for selling premium chocolate-covered nuts and sweets. The store will be in Arabic with Saudi Riyal (SAR) as the currency. I have all materials ready and need you to focus on the technical implementation and integrations. What's Already Prepared (By Me): Web hosting and domain purchased SSL certificate installed OpenCart (latest version) installed on server All product images ready (30+ products) Static page content written Banners and advertisements designed TAP, Beez, and SMS service accounts activated Your Required Tasks as Developer: 1. Basic Setup & Customization Install and customize a modern, mobile-responsive OpenCart theme (you choose, su...

I’m launching a new digital marketing agency and want GoHighLevel to sit at the heart of our operations from day one. I’m looking for someone who already works in the platform daily and can translate real-world experience into a rock-solid setup that we can scale and clone for every future client. Your first milestone is to take a blank sub-account and turn it into a fully functional template—funnels, workflows, pipelines, calendars, the works—ready to snapshot and reuse. Once that foundation is live, I’ll lean on you for ongoing tweaks, integration troubleshooting (Zapier, Stripe, Facebook Lead Ads, etc.), and periodic performance audits to keep deliverability and attribution on point. Deliverables • One reusable GoHighLevel client template (funnels, w...

Hello, I am looking for a freelancer to help me set up a simple hospitality back-office system for a **small hotel with a restaurant and bar**. I want a **no-code or low-code setup** that integrates the following tools: **Systems to be used** * **Sirvoy PMS** – for room bookings and front desk * **Loyverse POS** – for restaurant and bar sales with inventory control * **Zoho Books** – for accounting, expenses, payables, and financial reports * **Zapier** – to automate data flow between the systems **Scope of Work** 1. Configure **Sirvoy PMS** * Room types, rates, taxes * Basic reservation and checkout workflow * Ensure checkout/folio totals can be sent to Zapier 2. Configure **Loyverse POS** * Menu items (food & drinks) * Categories and mod...

I’m ready to tighten up our sales pipeline inside Go High Level and need an expert who can turn the entire lead-to-deal journey into a hands-free process. The priority is sales pipeline automation with a strong focus on lead-nurture email flows. Here’s what I want to walk away with: • Seamless lead capture that drops fresh contacts straight into the correct pipeline stage, complete with tags and source tracking. • An intelligent lead-scoring model that updates in real time based on behaviour—opens, clicks, form fills, call outcomes—so my team always knows who’s deal-ready. • Follow-up email sequences that adjust tone and timing automatically, nudging prospects until they book a call or convert. • AI Agent Integration • Multi...

I run our sales process inside Zoho CRM and need someone to keep the lead-status field perfectly up to date. Each month you will log in, review the leads I flag, and adjust their status so the pipeline reflects reality. The job is strictly about lead status updates—no contact-info edits or product data work required. Here’s how I see it working: I’ll share an export or a view link at the start of every month that shows which records changed stage. You confirm any questions with me, then update the corresponding status values directly in Zoho. When you finish, send back a brief summary (number of records touched, any issues encountered) so I can close the reporting loop on my end. Accuracy matters more than speed; the key acceptance criteria are that every designated lea...

I’ve built the core technology for a new product and now need a true partner who lives and breathes B2B Sales. Your main focus will be spearheading lead generation—identifying the right companies, opening doors, and shaping our early pipeline in the technology space. I’ll continue driving product development; you’ll own the front-end of revenue, refining our value proposition with real-world feedback and turning prospects into long-term customers. If you have a proven track record closing complex B2B deals, can comfortably talk shop with CTOs and procurement teams alike, and enjoy the zero-to-one hustle of an early-stage venture, let’s talk. Equity, decision-making power, and the chance to build something meaningful from day one are on the table for the right...

I want to stitch together a fully automated workflow in n8n that is assisted by an AI agent. The core objective is hands-free workflow automation spanning Google Workspace, Salesforce and Slack so I can quit the repetitive busywork and focus on higher-value tasks. Here is the scope I have in mind • Email management – an n8n flow should watch Gmail, classify inbound messages with an AI classifier (OpenAI, LangChain, or your preferred library), file or label them, surface high-priority threads in Slack and, when relevant, create or update Salesforce records. • Data synchronisation – contacts, deals and support tickets must stay in sync between Salesforce and Google Sheets / Drive with conflict resolution rules. • Task management – when certain triggers...

I need an expert to set up Zoho CRM with a focus on: - Lead Management: Organizing and tracking potential leads effectively. - Workflow Automation: Streamlining processes to enhance productivity. - Custom Reports: Generating tailored reports to meet specific business needs. Data migration is not required. Ideal candidates should have extensive experience with Zoho CRM, especially in the specified areas, and a proven track record of successful implementations. Please provide examples of previous work and relevant certifications if available.

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 reports and dashboard...

I am ready to streamline a few repetitive parts of my small business by building an agent with OpenAI’s Agent Builder. The goal is to have the agent run day-to-day workflows for CRM and scheduling so I no longer have to touch every record by hand. Here is what I need: • A working agent inside OpenAI that handles CRM data entry and updates on my behalf. • The same agent (or a companion flow) that can create, modify, and remind me of appointments and tasks. • Clear instructions—preferably a short Loom or written walkthrough—showing how you set everything up and how I can tweak prompts, actions, or webhooks later. Acceptance criteria • I can type or paste new lead details and watch them appear in the correct fields of my CRM without errors. ...

I’m ready to turn a brand-new Zoho account into a fully functioning CRM that streamlines our entire sales cycle. My only goal for Zoho at this stage is CRM management, so every task revolves around perfecting lead management, sales tracking, and customer support inside Zoho CRM. What I need you to do • Design the data model: build the custom fields and tailored layouts that match the way we collect and view information. • Automate the routine: create custom workflows that capture leads, route them to the right owner, trigger follow-ups, update deal stages, and open support tickets when required. • Connect the stack: integrate Zoho CRM with the other tools we already rely on (I’ll share the list and API keys), ensuring data flows cleanly in both directions....

I have just chosen Zoho Books for my small consulting practice and need someone to walk me through a clean, one-user setup. The goal is to start issuing invoices and tracking expenses without any messy trial-and-error work on my side. Here’s what I expect from you: • Configure the organisation profile, fiscal year, GST/VAT or relevant tax settings, and an appropriate chart of accounts for a service-based business. • Activate online banking feeds, import my opening balances, and create sample transactions so I can see the flow end-to-end. • Set up branded invoice and payment receipt templates and make sure my Stripe payment gateway connects smoothly. • Give me a concise Zoom hand-over session (recorded) explaining daily workflows—creating invoices, reconcili...

I’m rolling out HubSpot in a brand-new environment focused on sales management and I’d like an expert to lead the entire implementation. Here’s what I need: • Recommend the most suitable HubSpot subscription (and any add-ons) for a small team whose core goals are pipeline management and lead scoring, plus simple email broadcasts to prospects and clients. • Configure the CRM from scratch: custom deal stages, properties, lead-scoring rules, and dashboards that match our sales process. • Import my existing records via CSV—companies, contacts, deals, and historical notes—so everything lands in the right fields without duplicates. • Set up email templates and broadcast capabilities so I can send segmented campaigns while keeping a complet...

I need a reliable partner who can keep my sales schedule running smoothly, look after customer follow-ups, and handle the everyday admin that piles up behind the scenes. Your top priority will be crafting clear, friendly, on-brand email replies; everything else—calendar coordination, light data entry, and occasional research—supports that goal. Proficiency in polished email writing and online research is essential. If you already work comfortably inside Microsoft Office, a basic CRM, or any cloud-based scheduling tool, that will make our hand-off even faster, but I’m happy to walk you through my exact workflow. Accuracy, responsiveness, and a knack for staying organized matter more to me than time-in-seat. Typical week: • Draft and send email responses and follow-u...

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'm seeking an experienced Zoho automation specialist to integrate Zoho CRM with Outlook, Facebook, and LinkedIn, and to create bespoke automations. Key Requirements: - Integrate Zoho CRM with Outlook to: - Sync emails - Create tasks from emails - Calendar integration - Manage leads - Automate the following processes in Zoho CRM: - Lead management - Email marketing campaigns - Customer follow-ups Ideal Skills and Experience: - Proven experience with Zoho CRM and its automation capabilities - Familiarity with Outlook, Facebook, and LinkedIn integrations - Strong organizational skills and attention to detail - Ability to create custom automation workflows Looking forward to your proposals!

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 automatically, d...

I’m moving my commercial real-estate workflow—focused mainly on retail space—to Zoho CRM and need the entire environment configured from scratch. My biggest priority is airtight call recording: every incoming or outgoing call must be logged automatically and the audio file stored inside the relevant lead or contact record for easy playback. I work on Android, so mobile call logging has to be seamless too. Here’s what I need you to put in place: • Full Zoho CRM deployment, including custom lead fields (property type, source, status, follow-up) tailored to retail space deals. • Lead capture set up to flow straight from the property portals I use, with the flexibility to add website forms and manual entries later. • Cloud telephony integration&m...

I already run a custom CRM with 10 separate log-ins and now need messaging to live inside it instead of in external tabs. Here is what I’m after: Email • Each user must connect the CRM to their own Gmail account (OAuth preferred, no shared credentials) so they can compose, send, and read replies without ever leaving the system. • I do want to capture the usual engagement metrics—opens and click-throughs—so please wire that into the send pipeline and surface the data on the contact’s timeline. SMS • The same convenience is required for text messages: users type a message in the record view, choose contacts, hit send, and replies appear in the same thread history. Messages have to go out from the individual’s own number/SIM, not a pooled...

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 relevant information for support agents surfaces first. • Page-level tweaks in Lightning to streamline the visual design—think compact detail panels, clearly separated interaction history, and an easy-to-scan highlights panel. • Purpose-built custom buttons and links that let agents jump to related records, launch macros, or fire quick actions without extra clicks. • One or more custom workflows tied to the new layout. Typical examples will be field updates or email ale...

I’m ready to move my entire sales pipeline onto an automated footing—from the moment a lead hits our funnel, through every follow-up email, right down to instant sales performance reports. Our CRM system is already in place, so the job is to build the workflows, integrations, and dashboards that make the most of it. Here’s what I need delivered: • Lead generation flows that capture, score, and route prospects straight into the CRM without manual entry. • Trigger-based follow-up sequences (email/SMS) that adapt to contact behaviour and keep engagement high until a deal closes. • Real-time reporting pulled directly from the CRM: revenue, conversion rates, pipeline velocity, and other key metrics presented in a clean dashboard my team can access at any ti...

I want my day-to-day accounting work in Zoho Books to run on autopilot. From raising invoices to logging expenses and compiling real-time financial reports, every repetitive click should disappear behind well-built automations. Here’s the picture: • The only app involved is Zoho Books. • All core modules—Invoicing, Sales and Financial Reporting—need hands-free workflows. • I’m open to whichever native tools you prefer (Deluge scripts, Custom Functions, Zoho Flow, webhooks, APIs). The outcome just has to be reliable, auditable, and easy for me to maintain. Deliverables will be considered complete when: A. Sales, Stock & Billing Controls 1. Stock Visibility at Sales Order & Billing Stage Available stock (SKU-wise) must be visible while ...

I’m ready to build out a new schedule in Microsoft Project and want expert help getting everything right from the start. My focus is on two areas—project setup & planning and ongoing tracking & reporting—using a hybrid methodology that blends Agile checkpoints with classic Waterfall phase gates. Here’s what I need: • Initial file configuration: calendars, WBS, dependencies, and resource pool created in Microsoft Project so the schedule reflects our hybrid workflow. • Baseline & tracking structure: set baselines, custom fields, and variance views that let me see earned value, sprint burn-down, percent complete, and critical path at a glance. • Reporting toolkit: build printable and dashboard-style reports (timeline, milestone chart, ...

Necesito poner en marcha KOMMO CRM de forma eficiente y alineada a mis procesos actuales. Alcance esperado: • Configurar la cuenta, embudos y roles de usuario según las buenas prácticas de KOMMO. • Importar o depurar datos de contactos y oportunidades, garantizando su integridad. • Activar la automatización de ventas (tareas, correos y mensajes) para acelerar el ciclo comercial. • Diseñar paneles de análisis y reportes que faciliten el seguimiento de métricas clave. • Capacitar al equipo y dejar documentación básica para que podamos trabajar de forma autónoma. Valoraré experiencia comprobable con KOMMO, integraciones vía API o Zapier, y un enfoque claro en mejora de procesos. Si tienes c...

Busco incorporar a un closer de ventas con experiencia telefónica y por videollamada para impulsar nuestro portafolio de programas de educación en línea dirigidos exclusivamente a empresas. El trabajo consiste en tomar leads previamente cualificados, conducirlos por un proceso consultivo y convertirlos en clientes de alto valor, con tickets promedio superiores a los USD 2 000 por matrícula corporativa. Trabajo con un stack de herramientas de inteligencia artificial (HubSpot con workflows asistidos por IA, scripts generativos y dashboards automáticos) que ya acelera la prospección; tu aporte estará en el punto crítico del cierre. Espero que aproveches la data que proporcionan estas herramientas para adaptar tu pitch, superar objecio...