Salesforce cpq jobs
I’m setting up an end-to-end lead funnel that relies on three pillars—n8n, the WhatsApp Business Cloud API, and Salesforce. The objective is straightforward: generate more qualified leads by reaching them instantly on WhatsApp, nurturing them automatically, and pushing every data point into Salesforce so my sales team never misses a conversation. Here’s the flow I want built: • New lead arrives (from a Facebook Lead Ad, web form, or manual CSV upload) • n8n fires a webhook, triggers the WhatsApp Business API, and sends a tailored welcome message • If the prospect replies, n8n routes the conversation, logs every message in Salesforce, and captures key details (email, product interest, timeline) through interactive WhatsApp question...
...integrations for future maintenance Requirements: * Strong hands-on experience with n8n. * Experience with and/or Zapier * Strong understanding of APIs, REST, Webhooks, JSON, OAuth2 and API authentication * Experience building AI Agents / Agentic Workflows * Experience with OpenAI API, Claude API, Gemini API or similar LLM APIs * Experience with CRM automation such as GoHighLevel, HubSpot, Salesforce, Zoho, or Pipedrive * Experience with WhatsApp Business API / Twilio * Strong debugging and problem-solving skills * Ability to understand a business process and convert it into a reliable automation system * Good communication and ability to work independently Nice to Have * Voice AI: Vapi, Retell AI, ElevenLabs, Bland AI * RAG / Vector Databases** * Python or JavaScript/Node.js ...
...confidently about proven calling scripts, and point to clear wins in past campaigns. Beyond personal numbers, I also need someone who can step up as a small-team leader—coaching newer agents on tone, pacing, and objection handling, setting shared targets, and keeping morale high when the phone lines get tough. If you have experience refining call scripts, tracking KPIs in a CRM such as HubSpot or Salesforce, and running quick huddles to review yesterday’s metrics, you’ll feel right at home here. Please highlight your relevant experience: the industries you’ve sold into, the size of teams you’ve led (if any), and the average monthly growth or quotas you achieved. Attach any brief success stories that show how your solution-oriented style has boosted...
Project Title:- Drupal Website Consolidation & Multi-Language Migration — Global B2B Manufacturer (21 sites → 1, 15 languages) Category:- Website Design / Web Development / CMS Development (Drupal) Skills / Tags:- Drupal, Drupal 10, PHP, Multilingual Website, Website Migration, WordPress to Drupal Migration, Pantheon, Salesforce Integration, CRM Integration, PIM Integration, SEO, 301 Redirects, WCAG Accessibility, HTML, CSS Project Type:- Fixed Price (milestone-based) Budget Do not enter a specific number in the public listing — select Freelancer.com's highest available budget bracket (or mark "Budget: to be discussed based on detailed brief") so bidders quote against the actual scope rather than anchoring to a number you post. Serious agencies...
I do have a couple of support task I'd like you to help me. 1. Briefed already on the REA email service 2. This is more an admin thing I'd like to ask advise on. I can group these together and bill accordingly, as these are not major project.
...every CRM field perfectly up to date—no human copy-pasting, no delays. Scope of work • Map the current lead-to-CRM flow, highlight bottlenecks, and propose an automation architecture. • Build the agent(s) in a clean, documented codebase—Python, FastAPI, LangChain, or comparable tools are fine as long as they’re well-supported and easy to maintain. • Integrate with our existing CRM (HubSpot/Salesforce or similar) through its public APIs. • Add logging, error handling, and basic analytics so I can see volumes, success rates, and latency. • Commit everything to our private Git repo and supply a quick-start README plus unit tests. Acceptance criteria 1. Processes 500 test leads end-to-end with no data loss. 2. Average respons...
...code-review, technical-documentation and engineering-planning skills. • Professional fluency in written and spoken English is essential because English will be the principal working language of the distributed engineering team. Desirable experience • Email-delivery infrastructure and domain-reputation management. • Google or Microsoft calendar and mailbox integrations. • CRM integrations involving Salesforce, HubSpot or similar platforms. • European B2B data providers and GDPR-conscious prospecting workflows. • Revenue technology, sales automation, MarTech or autonomous-agent products. • German-language ability or familiarity with the DACH business environment. Candidate profile The ideal candidate combines the judgement of a software architect ...
I’m looking for an experienced Salesforce Marketing Cloud Next expert who can guide me through mastering this tool, one-to-one format delivered live online. I’d like each concept demonstrated inside a real Marketing Cloud next environment, then reinforced with practical exercises I can repeat between sessions. Because this is individual coaching, I value a flexible agenda: we can dive deeper where I have questions and move faster where I’m comfortable. Please outline how many hours you recommend, the structure of each session, and any supporting assets you will provide (recordings, cheat-sheets or quick-reference guides). Acceptance criteria • A sequence of live, one-to-one online sessions covering the three studios noted above, with Email Studio to...
I’m looking to build a native Salesforce application that automates our day-to-day marketing tasks inside Lightning Experience. The focus is squarely on marketing automation, with three core capabilities: launching email campaigns from within Salesforce, auto-scoring every new lead, and capturing social-media engagement so the team never has to leave the platform. I don’t want to rely on Mailchimp, SendGrid, HubSpot, or any other external sender; the solution must tie directly into Salesforce’s own email infrastructure and, if needed, Marketing Cloud Connect. All components should be developed with Apex, Flows, and Lightning Web Components, packaged for easy deployment across sandboxes and production. Key deliverables • Email Campaign builder with t...
I run Salesforce Lightning as the backbone of our Sales and CRM operation and now need to tighten three specific areas: Custom Dashboards, Lead Management, and Opportunity Tracking. Custom Dashboards must surface real-time KPIs for reps, managers, and executives, load quickly, and be easy to clone for new teams. Lead Management needs a streamlined qualification path with assignment rules, automated follow-ups built in Flow or Process Builder, and clear status stages that eliminate unnecessary clicks. Opportunity Tracking should standardise stages, trigger stage-gated tasks, and feed reliable data straight into the dashboards. All work will begin in a sandbox; once accepted, we will move everything to production via change sets. No external integrations are required right now, ...
...prospects, nurture relationships, and convert them into committed investors or distribution partners. Solid command of market analysis techniques, persuasive pitch writing, and hands-on client acquisition are must-haves; the ability to structure and negotiate partnerships that strengthen our product offering is equally important. You should already be comfortable working with CRM platforms such as Salesforce or HubSpot, tracking your funnel with Excel or Google Sheets, and using LinkedIn Sales Navigator to uncover decision makers. My expectation is that you will bring a proven network or, at minimum, a clear plan for building one quickly in the investment arena. Deliverables that will determine success: • A 90-day business development roadmap with measurable milestones ...
Hi Ioannis! This is Roberta, and I need some help with a PDF created on Visual Force on Salesforce (for Pezet Matheson, same client). Let me know when you have some time and I can explain the brief (tomorrow is good as well).
...to public cloud APIs. **2. Cryptographic Airlock Integrations** Developing integrations that heavily leverage our `preview - approve - execute - signed receipt` loop, ensuring absolute auditability (Ed25519) for enterprise clients. **3. High-Complexity Workflows** Designing robust automations that handle rate limits, retry logic, and complex state management across multiple B2B tools (e.g., Salesforce, Jira, custom internal databases). ## Technical Requirements - All deliverables must run purely on **local compute** (``). - Implementations must generate verifiable **Ed25519 cryptographic receipts**. - You must have strong experience with API rate limiting, webhook orchestration, and security-first development. ## Application & Delivery Process ** IMPORTANT: This is an op...
I need a quick round of configuration updates inside our Salesforce org. Change and addition of fields: Change/add Field names 1. Change the field names in lead status to the following: Rename lead status fields Unqualified --> Unqualified New --> First contact “Additional field” --> Keep informed “Additional field” --> not interested “Additional field” --> no response Working --> Prospect Nurturing --> Interested Relabel Fild in Lead view: 1. Change Firm --> Company (Under lead information) Under company leave the current fields being “Company”, “Account type”, “Lead Role” and “Asset Class” 2. Add the address fields right underneath Under contact add company telefon...
...personalization layer. Ongoing panel, US-based preferred. Personyze does personalization inside email - dynamic content and product recommendations rendered per recipient at open time - plus behavioral triggers that tie onsite activity to lifecycle messaging. We want a senior lifecycle or email marketer to evaluate that layer against what you run today: Klaviyo, Braze, Iterable, , Salesforce Marketing Cloud, or similar. You will assess: how dynamic blocks are built and previewed; ESP integration and how cleanly it drops into an existing send; personalization depth and fallback handling; behavioral trigger definition; deliverability and rendering considerations; identity resolution between web and email; and reporting. Tell us where this is genuinely useful alongside an existi...
...customer journey and its impact. • Work collaboratively with other teams to support strong, long-term customer relationships. • Handle customer interactions across phone, email, and written channels, aiming for first-contact resolution wherever possible. • Proactively identify recurring issues, risks, and trends, escalating where appropriate. • Maintain accurate records and reporting within Salesforce and CRM systems in line with internal processes and governance. • Balance empathy with commercial awareness to deliver fair outcomes for both the customer and the business. Knowledge and experience required: Professional Experience: • Minimum of 3 years’ experience in a Customer Experience, Customer Success, Client Relations, or Complain...
I need a seasoned B2B sales partner who can take full ownership of our revenu...prospects through the funnel • Negotiate terms, close contracts, and hand over signed deals to our customer success team • Provide concise weekly pipeline reports that show activity, deal stage progression, and forecasted revenue You should already be comfortable navigating long education purchasing cycles, RFP processes, and budget calendars. Proficiency with a mainstream CRM such as HubSpot or Salesforce, plus outreach tools like LinkedIn Sales Navigator or similar, will help you hit the ground running. Success is measured by new accounts opened and the monthly recurring revenue you generate. If you have proven wins selling to the education market and can demonstrate a repeatable proces...
...pipeline of medium-sized companies that would benefit from Sage X3’s scalable, cloud architecture. • Conduct discovery calls, remote demos, and ROI workshops that highlight Sage X3’s strengths against the usual ERP suspects. • Navigate procurement, legal, and finance stakeholders until the order form is signed and the first-year subscription is paid. • Keep everything logged in my CRM (Salesforce or HubSpot—your choice) for full visibility. Key information you’ll leverage • Product: Cloud-based Sage X3 licenses (no on-prem SKUs). • Target buyer: Finance, operations, and IT leaders at medium enterprises. • Deployment: We position Sage X3’s native cloud offering; whether the client ultimately hosts on AWS, Azu...
I want to launch a Salesforce Experience Cloud web portal that gives our customers a smooth, self-service journey on top of our existing Salesforce org. The portal must rely on Salesforce authentication so users sign up and sign in through the standard Salesforce identity flow we already use internally. Core functionality I need delivered: • User Registration • Company Contact Management • Service Ordering Here’s the flow I have in mind: a new visitor reaches the portal, creates an account via Salesforce auth, registers their company and key contacts, then submits service orders that automatically create the right objects and kick off our internal fulfilment processes. Everything should sit natively in Salesforce so we...
# Urgent Data Entry Specialist – 12,000 Contacts | ZoomInfo → Google Sheets/Salesforce ## Project Overview We are looking for a **highly efficient and detail-oriented Data Entry Specialist** to transfer approximately **12,000 business contacts from ZoomInfo into Google Sheets or Salesforce**. This is an **urgent project starting tomorrow** and must be completed within **3–4 days**. This is a high-volume assignment, so we are looking for someone who can work quickly while maintaining excellent accuracy. ## Responsibilities * Extract approximately **12,000 contacts from ZoomInfo** * Enter complete contact information accurately into **Google Sheets and/or Salesforce** * Follow the exact column/field structure provided * Ensure names, job titles, co...
# Urgent Data Entry Specialist – 12,000 Contacts | ZoomInfo → Google Sheets/Salesforce ## Project Overview We are looking for a **highly efficient and detail-oriented Data Entry Specialist** to transfer approximately **12,000 business contacts from ZoomInfo into Google Sheets or Salesforce**. This is an **urgent project starting tomorrow** and must be completed within **3–4 days**. This is a high-volume assignment, so we are looking for someone who can work quickly while maintaining excellent accuracy. ## Responsibilities * Extract approximately **12,000 contacts from ZoomInfo** * Enter complete contact information accurately into **Google Sheets and/or Salesforce** * Follow the exact column/field structure provided * Ensure names, job titles, co...
Agentic ...practices Preferred Qualifications • Experience transitioning traditional IVR or chatbot systems to AI-driven agentic architectures • Experience with speech technologies (ASR, TTS, voice streaming frameworks) • Familiarity with agent frameworks such as Semantic Kernel, LangChain, or similar • Experience implementing RAG pipelines and knowledge grounding • Exposure to Salesforce ecosystem tools, including Salesforce Agentforce • Experience designing automation for high-volume, customer-facing interactions Key Skills • Agentic AI design (planning, tool usage, memory, orchestration) • Voice and chat conversational engineering • Distributed systems and API integration • Performance optimization and scalabili...
...application to a CRM platform and keep the project small, clean, and fully documented. The task is strictly software integration—no extra module installations or feature redesigns—so your focus will be getting data flowing smoothly between the two systems and then providing brief post-go-live support. The exact CRM will be confirmed on our first call; expect one of the mainstream options such as Salesforce, HubSpot, or Zoho CRM. Whichever it is, the work will revolve around their public REST APIs, webhooks, and OAuth-based authentication. You should already feel comfortable mapping fields, handling rate limits, and writing lightweight error handling so that contacts, deals, and a handful of custom objects sync reliably both ways. Deliverables • Production-ready...
...benefit from our GMP-certified peptide catalogue. • Client retention – nurture existing Asian accounts through consistent follow-ups, technical support, and upselling of new peptide lines. • Market research – map competitor activities, pricing trends, and regional regulatory nuances, then translate those insights into actionable sales tactics. Day-to-day you will tap into tools such as Salesforce (or your preferred CRM) for pipeline tracking, LinkedIn Sales Navigator for prospecting, and basic data-analysis platforms to quantify opportunity size. Success will be measured by the volume of new qualified leads, conversion rate to first purchase, and quarterly growth of repeat orders from current clients. I will supply product training, marketing colla...
...People, Indeed, and the surrounding glue that keeps everything talking to each other—Slack, Asana, Google Workspace, Outlook, Calendly, and Salesforce. The goal is simple: streamline the entire hiring workflow from sourcing to offer so our team spends less time wrestling with software and more time speaking with great candidates. You’ll begin by auditing what we have in place, then map out and implement a clean, automated process that covers: • Job-posting templates and multiposting across LinkedIn, Indeed, , and any other boards you recommend • Candidate intake funnels inside Zoho Recruit (and Salesforce where appropriate) with clear stages, tags, and reporting dashboards • Seamless calendar coordination and email/Slack notifications ...
I’m looking for an experienced Salesforce professional to help fully optimize Salesforce CRM for our company. This would be approximately a 2-month project, and we’re looking for someone who can take ownership of the implementation rather than simply provide advice. The scope would include: Properly integrating ZoomInfo, RingCentral, and Outlook for each employee Reviewing and restructuring how we currently use Salesforce Creating workflows, rules, automations, and processes for our sales team Setting up useful management and sales reports/dashboards Improving lead, account, opportunity, and activity tracking Ensuring the system is easy for employees to use consistently Training our team on the new processes and best practices The goal is to have Sal...
...of customer interactions, communications, sales activity and lead status carefully annotated before I run the next round of reporting. The task is Annotation first and foremost—think of it as adding a clean, reliable layer of intelligence on top of the raw CRM data so my future MIS dashboards will actually tell the truth. The scope • Pull data directly from the CRM system I grant access to (Salesforce-like interface; no other platforms involved). • Apply consistent labels, tags, sentiment markers or any other meta-information we agree upon to every interaction log and sales/lead record. • Return the enriched dataset in both CSV and a native CRM import format so I can push it straight back into the system and feed my own BI tools. Acceptance criteria &bu...
... parameters, data types, fault codes). • Include at least two task-oriented tutorials that guide a first-time integrator from authentication through a complete request / response cycle. • Provide tested XML code snippets that compile and run against our staging environment. • Follow consistent style, heading hierarchy, and terminology so it feels at home beside docs from providers like Salesforce or AWS. I will give you: – Access to the staging server and WSDL file. – A rough wiki outline and Postman collection. – Direct Slack contact with the lead backend engineer for clarifications. Accuracy is critical, so I expect you to verify every example against the live endpoint before delivery. Please share links to previous SOAP or closely r...
I’m rebuilding our contract-bid tracking process on Salesforce and need a brand-new custom object that behaves just like our current one. The existing object lets us track each bid/project status and history, then pulls that data into clear, on-demand reports for management. I want those two core abilities cloned accurately, field for field and with the same report logic, but under a fresh object name so we can extend it without touching the legacy setup. Beyond the mirror build, I also need: • Seamless integration points to related Salesforce objects (Opportunities, Accounts, custom “Project” records) so users can link a bid from any of those records and see roll-up details. • Fully customizable fields and page layouts. I should be able to add,...
...expect you to double-check each record, spot obvious anomalies and flag anything that looks off. A Loom walk-through, written checklist and login credentials will be provided on day one. Turnaround: I post the file by 10 a.m. GMT; I need it fully entered and confirmed the same business day. Preferred experience and tools • Comfortable navigating web databases or CRMs (ours feels similar to Salesforce). • Able to cross-reference an occasional CSV in Google Sheets or Excel when something doesn’t line up. • Reliable internet connection and a habit of meticulous, error-free typing. Deliverable An up-to-date online sales database with zero entry mistakes and a short confirmation note at completion each day. If you have a proven eye for detail a...
We need an independent Salesforce Marketing Cloud Account Engagement / Pardot expert to review a disputed implementation and provide a short written technical opinion. This is not an implementation job. We need an expert review of whether the MCAE/Pardot implementation was properly scoped and suitable for our existing Salesforce architecture and business requirements. The review needs to consider: - Person Accounts - Leads, Contacts and Accounts - Salesforce/MCAE sync setup - website forms and form handlers - prospect/database limits - segmentation - Engagement Studio journeys - reporting and user training - whether the missing work should have been identified and quoted upfront The key question is: Was the MCAE implementation fit for purpose as sold/scoped for our...
...SMS and other omnichannel CRM programs. • Establish A/B testing, control groups and experimentation frameworks. • Improve marketing attribution, conversion tracking and campaign measurement. • Translate business requirements into technical requirements and actionable user stories. • Lead initiatives from discovery → implementation → measurement → optimization. Technology Exposure • CRM: Braze, Salesforce Marketing Cloud, Iterable, CleverTap, MoEngage • CDP: mParticle, Segment • Data: Azure, Snowflake, BigQuery, Redshift • Analytics: GA4, Amplitude, Looker, Power BI • Activation: Census / Reverse ETL • Tracking: Google Tag Manager, UTM & event tracking • Channels: Email, SMS, Push, WhatsApp What We’r...
We are looking for an experienced Sales Manager with a proven track record in selling IT/Cybersecurity Consulting, Professional Services, and Managed Security Services. The ideal candidate will be responsible for generating new business opportunities, acquiring enterprise clients, and driving revenue growth across the United States. This is a Part-Time / Freel...Collaborate with marketing to generate qualified leads. Represent the company at conferences, networking events, and customer meetings. Preferred Qualifications Bachelor's degree in Business, Marketing, Information Technology, or a related field. Strong understanding of cybersecurity concepts and services. Existing network of enterprise customers is highly desirable. Experience with CRM tools such as Salesforce, HubSpo...
...our WordPress website and improve key conversion pathways • Use GA4 and Hotjar insights to identify conversion opportunities • Build automated lead-nurture workflows in Salesforce Marketing Cloud • Develop a framework for generating and nurturing strategic-partner leads • Provide performance reporting, documentation and clear next-step recommendations Who We’re Looking For • You have proven experience delivering measurable B2B lead-generation results • You’re confident working hands-on across Google Ads and Meta Ads • You have practical WordPress CRO experience • You’ve personally built automations in Salesforce Marketing Cloud • You understand GA4, conversion tracking and Hotjar • You can w...
I have roughly 30 merge ...refuse to populate, and a few lingering content mistakes. The templates pull a mix of client details, case details, and key dates / timelines, so you’ll need to verify that every field flows correctly and that the finished documents read naturally. The source files come to you in Word and must go back out clean and consistent. You should already be comfortable inside Litify (or at least its Salesforce-style template builder) and familiar with Word, and standard mail-merge logic. Once the fixes are in place I’ll spot-check a handful; if everything opens without broken fields, misaligned text, or missing data, we’re done. Deliverable: 30 fully functional, polished merge letters returned in their original formats before close of business t...
Website Scraping Project Overview Experienced web automation/data-extraction developer to build a reliable, and reusable tool that extracts data from a public practitioner register: The public register operates on a Salesforce Experience Cloud site. Scope Required data fields: • Record type: individual or company • Practitioner name • Business or company name • Registration number • Registration category and class • Registration status • Registration commencement, Anniversary and expiry date • Conditions and limitations (if displayed) • Business Address • Contact Details • Source detail-page URL • Date and time extracted Technical requirements Playwright with Python is preferred. Another approach may be proposed if the...
I have roughly...content mistakes. The templates pull a mix of client details, case details, and key dates / timelines, so you’ll need to verify that every field flows correctly and that the finished documents read naturally. The source files come to you in Word, PDF, and plain-text versions, and all three must go back out clean and consistent. You should already be comfortable inside Litify (or at least its Salesforce-style template builder) and familiar with Word, Acrobat, and standard mail-merge logic. Once the fixes are in place I’ll spot-check a handful; if everything opens without broken fields, misaligned text, or missing data, we’re done. Deliverable: 30 fully functional, polished merge letters returned in their original formats before close of business t...
...those discussions into qualified opportunities. The territory is clear—Australia and New Zealand—so being physically in Australia / New Zealand and familiarity with their business landscape, buying cycles, and networking culture is essential. I’ll lean on your experience to translate our value proposition into outreach that resonates locally, whether through LinkedIn Sales Navigator, HubSpot, Salesforce, or the stack you trust most. What I expect from you: • A 90-day GTM roadmap that sets activity and revenue targets. • Daily execution of multichannel outbound—email, calls, and social—with all interactions captured in the CRM. • Delivery of at least 30 qualified leads in the first three months, each meeting mutually agreed criter...
...from Excel, SharePoint, Salesforce, and SQL Server into a centralized reporting model. • Performed comprehensive data profiling, cleansing, transformation, and modeling using Power Query (M) to deliver high-quality, analysis-ready datasets. • Designed and developed dynamic dashboards using custom visuals, hierarchical drill-down structures, geo-maps, and drill-through features to enhance analytical depth and improve strategic business decisions. • Proficient in advanced DAX (YTD, QTD, MTD, YoY, MoM), performance optimization using DAX Studio, incremental refresh, aggregations, and RLS implementation. • Experienced in Power BI Service, Gateway configuration, scheduled refresh, workspace management, and multi-source data integration (SQL Server, Excel, SharePoi...
...measurably lowers the exam fee, guide me through booking the slot without the usual pitfalls, and give me a succinct readiness check so I walk in confident. My only non-negotiable is legitimacy: every channel you use must be recognised by AWS; no grey-market codes, no policy breaches. If you streamline this first certification, I’ll likely tap you for the rest of my roadmap—Oracle, PMP, CompTIA, Salesforce, Databricks, Cybersecurity, and Business Analysis—so think of this as the start of a longer partnership. Deliverables • Discount voucher code for AWS Certified DevOps Engineer – Professional, valid for at least 6 to 12 months and traceable to an AWS-approved reseller. • Step-by-step booking support until I receive the official Pearson VUE...
I need a verified voucher for the AWS Certified Developer exam, together with clear guidance on how and when to redeem it. Beyond AWS, I am actively mapping out a longer-term certification path that spans Oracle, PMP, ISACA, Databricks, Salesforce, Google, CompTIA, SAP and other platforms, so any insight you can share on securing similar discounted or bulk vouchers for those tracks will be highly valued. The deliverable for this first milestone is straightforward: • One genuine, trackable AWS Certified Developer exam voucher (region-free or US-eligible) delivered in a format that lets me register immediately on the official AWS testing portal. If you also have proven strategies for maximising exam readiness—whether that is pointing me toward the right practice engines...
To build a high-conversion affiliate channel for your German B2B A...strategy below outlines how to recruit partners who have the direct ear of your ideal corporate buyers. Ideal Affiliate Partner Profiles (ICP)Focus your recruitment efforts on four specific quadrants where partners already hold trusted-advisor status with your target clients:SaaS Integration Partners: Agencies or freelancers who implement CRM, ERP, or marketing automation tools (e.g., HubSpot, Salesforce, or SAP consultants) and can bundle your AI SaaS into their tech-stack Business Bloggers & Publishers: Tech publishers, LinkedIn thought leaders, or trade industry journalists focused on digital transformation (Digitale Transformation), AI tool reviews (KI-Tools im Unternehmen), or productivity hacking.
Looking for an experienced Workato Specialist to teach me the platform through live, hands-on video sessions. What I Want to Learn: Navigating Workato & building custom Recipes (Triggers, Actions, Branching, Loops) Connecting apps via APIs / Standard Connectors (Salesforce, Slack, Jira, HTTP, etc.) Error Handling, debugging, and building best-practice enterprise automations
Hi, I’m looking for an experienced Salesforce CPQ Developer to help with my project. The main requirements are: - Strong Salesforce CPQ development and troubleshooting experience - Strong knowledge of Apex, including triggers, classes, test classes, debugging, and troubleshooting - Good experience with Salesforce Lightning Experience - Experience with Salesforce OmniStudio - Good knowledge of Microsoft Excel, including formulas, data analysis, and handling datasets - Good working knowledge of Microsoft Word - Ability to understand existing Salesforce configurations and troubleshoot complex issues - Strong problem-solving and communication skills Please share your experience with Salesforce CPQ, Apex, Lightning, OmniStu...
.../ Owner’s Representative — CRM, CPQ, eCommerce and Operations PROJECT DESCRIPTION Seaquatic Aquariums designs and builds custom aquariums, acrylic viewing panels, life-support systems, and large commercial/public-aquarium projects. We are planning an Odoo Enterprise implementation for approximately 10 internal users. Odoo will become the central operating system for our website, eCommerce, CRM, quotations, CPQ, projects, purchasing, inventory, job costing, accounting, construction billing, and service. We already have: A consolidated ERP implementation scope containing approximately 88 requirements and 16 acceptance scenarios A functional specification and proposal from a bidding Odoo contractor An existing Zoho CRM/Zoho One environment An existing CPQ...
I need a secure client portal developed using Titan Forms or Salesforce. The primary function of this portal is data submission, specifically for employee information. Essential Functionalities: - Form validation: Ensure all submitted data is accurate and complete. - Data encryption: Protect sensitive employee information during transmission and storage. - File uploads: Allow clients to upload necessary documents securely. Ideal Skills & Experience: - Proficiency in Titan Forms and Salesforce. - Strong background in form validation and data encryption. - Experience with secure file upload functionalities.
Immediate need : I'm connecting our RingCentral Contact Center (NICE CXone) platform to Salesforce Sales Cloud and need an experienced developer to own the build over the next 20 to 40 hours. What it needs to do: On every inbound call, surface the matching Lead, Contact or Account to the agent If the caller is unknown, launch a guided screen that captures their details and creates a Lead on save Pass the dialed number through so the Lead is tagged with the campaign that drove the call The work: Configure Open CTI, Call Center and Softphone Layout using our existing managed package, so no custom adapter is needed. Build the Apex REST lookup endpoint CXone calls on each inbound call. Standardize phone data to +1 E.164 and set duplicate and matching rules so caller matching work...
...• Lead generation: identify and pursue new prospects through outbound calls, targeted emails, LinkedIn outreach, and industry events. • Client meetings & presentations: schedule demos, tailor slide decks or product walk-throughs to each decision-maker, and confidently handle objections. • Closing deals & follow-ups: negotiate terms, draft proposals, manage the pipeline in our CRM (HubSpot/Salesforce experience is ideal), and keep relationships warm post-sale for upsell opportunities. Comfort with technology solutions, a track record that shows you have closed B2B deals in the past, and the ability to hit the ground running from week one are essential. If you can demonstrate consistent quota achievement and a consultative selling style, let’s talk...
...website-development packages. All leads are already tagged as “Qualified” inside Salesforce, so you’ll be starting conversations with prospects who know who we are—they just haven’t said “yes” yet. Here’s the flow: I load new leads into Salesforce, you call, present the package that best fits their needs, handle objections, and close on the spot whenever possible. You’ll keep notes and stage updates directly in Salesforce so we both have real-time visibility. Scripts, pricing sheets, and any supplemental material will be provided; you’re free to adapt your pitch as long as the core messaging stays intact. What I consider a successful engagement: • Clear, organized call logs and follow-up tasks insi...
