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Setting up Salesforce for a Telecoms company of 10 people and interfacing it with Xero.

£10-30 GBP / hour

Closed
Posted over 3 years ago

£10-30 GBP / hour

Telecoms company based in the South of England, UK, requires the following assistance; Setting up Salesforce for a company of 10 people and interfacing it with Xero: - Setting up 10 licences for Salesforce to include; o The main CRM element (guidance on populating the software and setting up staff) o Transferring our sales data from Excel into Salesforce’s database and setting up processes and rules for updating, running reports and management o Setting up Salesforce’s ‘Quotations’ element, including; setting up processes and rules for updating, running reports and management o Creating an interface with existing Xero finance software Requirement is immediate!
Project ID: 28316788

About the project

35 proposals
Remote project
Active 3 yrs ago

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35 freelancers are bidding on average £23 GBP/hour for this job
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Hello, Thanks for posting the project. I am a Salesforce certified developer/consultant with 9 years of experience. I can set up your Salesforce org as per your requirement. Could you please let me know which Salesforce edition you are using? Rest, we can discuss over chat. Looking forward for your response. Thanks, Soumen
£30 GBP in 20 days
5.0 (49 reviews)
6.3
6.3
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Hi, Further to your recent job post “Setting up Salesforce for a Telecoms company of 10 people and interfacing it with Xero.“, I would like to be considered for this vacancy. I am a graduate of 4 years BS Accountancy course and my more than 4 years of experience as a Freelance bookkeeper gives me an opportunity to showcase my skills. I have started using Xero in September 2016 and have my certification in Xero. I have consistently delivered quality bookkeeping and accounting services to my clients and proven a competitive qualification in this field. I will bring this performance and spirit to your company. I was able to expand my skills with my clients across the globe. Please check out my previous successful projects in my profile. Let me know how I can help you and discuss the details of this job. Looking forward to working with you and build an awesome working relationship. Yours sincerely, Rebecca Sardoma Xero Bookkeeper
£20 GBP in 40 days
4.8 (12 reviews)
5.0
5.0
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Hello! Hope you are doing well. I am interested in your project. Though your project requirements are giving me impression that you need to configure the new Salesforce Application and need to customize it according to your business logic. You need some new objects like "Quotes" and Integration with Xero Finance Software. All looks good for me. I am a certified salesforce developer. And also worked on Order Management applications as well. Just let me know in case you find my profile suitable for your work. We can discuss this project in details. Thanks
£20 GBP in 40 days
5.0 (5 reviews)
4.7
4.7
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Hi, I have qualification and experience to implement your business requirements in salesforce. I have done setting up of Salesforce users with different profiles, along with integrations with external systems. I have also experience in creating salesforce reports and dashboards, along with custom developed dashboards which are not supported in salesforce out of the box. Please let me know if you are interested in hiring me. Thanks, Rizwan
£20 GBP in 20 days
5.0 (5 reviews)
4.4
4.4
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Hey there, I was checking for another project on freelancer but your job post caught my eye. This seems the kind of job that is quite matching to my skills and expertise. As you can see on my profile I have already done jobs like this before with a 5-star rating. I am committed to quality and dealines. I will walk you through some questions when you SEND ME A MESSAGE which will take around 10 minutes of your time and we can then proceed. Thanks a lot for reading this proposal Adnan GOOD LUCK IN HIRING!
£20 GBP in 40 days
4.9 (3 reviews)
3.8
3.8
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Hello Dear, Good day, I just read your job posting and it sounds like you need a Salesforce Engineer! I am Mohamed Osama, a highly competent CRM Consultant with 4 years of total hands-on experience in the Software development field and 2 years of experience in Salesforce ecosystems customizations. As a Salesforce Engineer, I have worked on multiple Salesforce projects from small to very large scale(+2500 users) mostly based on Sales, Service, Community Cloud and fully custom SFDC solutions from the concept to the delivery, training and support. I am 4x Certified Salesforce: ● Salesforce Certified Platform App Builder. (Aug 2020). ● Salesforce Certified Sales Cloud Consultant. (April 2020). ● Salesforce Certified Administrator (December 2019). ● Salesforce Certified Platform Developer I (November 2018). I have a wide business experience in CRM processes, sales, ticketing, insurance, banking, retail, human resources, customer support, surveys & customer satisfaction processes, quality assurance, risk management, B2C and B2B processes. Please do reply to this message and let me know when would be a good time for you to connect this week. Thanks & Regards, Mohamed Osama.
£20 GBP in 15 days
5.0 (10 reviews)
3.6
3.6
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Hi, i am experienced Salesforce admin and developer. I have experience in developing apex, triggers, flows, lwc and aura. I can setup reports for you as well. Kindly contact me for quality work and service
£28 GBP in 20 days
5.0 (1 review)
3.7
3.7
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I have 15 Salesforce certifications and have 7+ years of experience. I have implemented many applications in multiple Salesforce clouds (service, sales, community). I also implemented ALM processes for deployments. Thanks, -Naresh Kumar Gunda ( verify my certifications with my full name)
£28 GBP in 30 days
5.0 (2 reviews)
2.8
2.8
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Hi, Professional Certified  SalesForce Developer can help in setting up Salesforce for a Telecoms company of 10 people and interfacing it with Xero and can start by the time you hire. Do have a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization and many more. I have deep expertise in Lightning UI, Lightning components, Lightning App Builder, Lightning Design System. I can help you deliver a modern smart experience across every device, easily modifiable and existing customization, Extend or build new apps with the Lightning App Builder and Lightning Components. My Salesforce skills -- Salesforce CPQ/ Service Cloud/ Community Cloud/ Lightning Task/ API Integration/ Configurations & Customization/ App Development/ App Exchange /Product Setup/ Configuration/. -- Comfortable with any Project Management tool or repository. Let's connect and I can share a portfolio regarding what I have for you. Can we have a quick discussion regarding your requirements? Waiting to hear from you soon and be a part of your success!! Thanks!
£20 GBP in 40 days
0.0 (0 reviews)
0.0
0.0
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Hi There, I am a Senior Salesforce Developer and Salesforce Consultant with 6+ years of experience, I've extensive experience in software development, scripting and project management, Good knowledge of programming languages (e.g. Python, C++) and the Java/J2EE platform. I have worked good experience in Flowchart, Lightning Flow, Process Builder, LWC, Reports, and Dashboards. I do have experience in Salesforce creation of Web to Lead form, Lead source pages. I have worked in Duplicate management, Lead Assignment, Reports & Dashboards, Lightning Flow, Email Templates, Time tracking application. I have experience in Extensive understanding of admin activities like-(User creation, Role/Profile set up, Security setup, etc), Customize and configure SFDC objects, Data fields, {Page layouts, Record types, Workflows, Document, Templates, Reports, and dashboards}, Lightning development experience, Agile agile development methodologies including Kanban and Scrum, Reports & Dashboards, Develop, refine, and tune integrations between applications. If you find my profile relevant to your projects then send me a message and I will be happy to discuss your requirements and would try my best to achieve the goal. Thanks, Vikram Singh
£30 GBP in 40 days
0.0 (0 reviews)
0.0
0.0
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Hey! I will Setting up Salesforce for a Telecoms company of 10 people and interfacing it with Xero. I am a qualified chartered accountant and working in a Consultancy firm from 7 years. I had done ACCA, ICAEW, ICAP.I have experienced more than 40 companies on behalf of my firm. I was also working for Pepsi-Cola International at snacks plant. It is an honour for me to assist you in this task. Hoping for a positive response from you. *Fee will be negotiable according to your expected budget. I am looking forward to know more about this project. Thanks Regards Muhammad Zaman
£10 GBP in 40 days
0.0 (0 reviews)
0.0
0.0
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Hello Daniel, I hope you're doing well... Yes, we can definitely assist you in configuration of SF for 10 users as per the needs & can start the work immediately. About Us: Advanz101 has been working for the past 12+ years in CRM Domain & specifically working with Salesforce, MS Dynamics, SugarCRM & SuiteCRM. We have served our clients in different industry verticals as Travel & Tourism, Retail, Manufacturing, distribution, healthcare, E-Commerce & Many. #Some more glimpses of work in Salesforce & 3rd party integrations:- >Social media(LinkedIn, FB, Twitter, etc) with Salesforce >Integration with Document sharing tools (DropBox, Docusign) with Salesforce >Integration with Email tools like MailChimp, Mailjet, Sendgrids, etc. with Salesforce >Integration with Marketing tools like Zapier, Marketo with Salesforce >Integration with Accounting systems like Xero, QuickBooks with Salesforce >Integration with websites based on WordPress, Magento, PHP with Salesforce #Brief details on the three most recent projects:- >2 Way Sync between Salesforce & Woo Commerce website and the next phase to come will be based on App for the integrated system. (PFA) >Salesforce Skuid- Customization as per requested (Ongoing Project) (PFA Screenshots)For a Healthcare product company (US Based), Implementing Salesforce & Customizing it as per business requirements Thanks for your time & Looking forward to hearing from you. Regards, Prasanna prasanna.i@advanz101
£25 GBP in 40 days
0.0 (0 reviews)
0.0
0.0
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Hello, I am a certified Salesforce Developer and Consultant with 6+ Years of experience in Salesforce, Custom CMS and Website development tasks and worked with 100+ clients across the world. HAVE GONE THROUGH YOUR PROJECT REQUIREMENTS, WILL HELP YOU SETUP SALESFORCE FOR 10 PEOPLE AND INTEGRATE XERO WITH IT. ALSO, CHECKED ALL THE POINTS THAT YOU HAVE MENTIONED IN ABOVE SUCH: - Populating software & setting up staff - Migrate data from excel to salesforce and setting up processes, rules, running reports etc. - Setting up quotations - Creating interface with xero software. -> Provide system administration support of internal and customer-facing Salesforce environment, especially related to customized applications, user permissions, security settings, custom objects and workflow. -> Have already integrate more than 20 applications with Salesforce platform, Xero is one among them. Also, very well versed with all it's features: Bank reconciliation Contacts – Keep track of suppliers and customers Files – Attach documents to your financial data Financial reporting Purchase orders etc. WORKING WITH YOU IT'S REALLY HONOUR FOR ME. Thanks Subhransu
£20 GBP in 40 days
0.0 (0 reviews)
0.0
0.0
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Hi, I have 7 years of experience doing a Salesforce project for a major Finnish telecom company. I have good technical knowledge and practical experience from development, configuration to production. Moreover, I have a very good telecom domain functional knowledge which is a key to successful projects. I am currently based in Finland. To discuss more, please contact me +358406862101
£25 GBP in 20 days
0.0 (0 reviews)
0.0
0.0

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Egham, United Kingdom
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Member since Nov 26, 2020

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