Salesforce.com Jobs

I’m ready to roll HubSpot CRM out across my company and I want to start with the most important piece: capturing every potential customer who visits our site. My priority is to have HubSpot-hosted contact forms placed on key pages, automatically sending each submission into the CRM so we can begin tracking, nurturing, and later marketing to those leads. Here’s what I need from you: configure HubSpot for lead capture, build and style the contact forms so they match our current site design, embed them in the right places, and verify that every submission creates a contact record with the correct properties and source attribution. If custom fields are required, set them up and map them properly. Once the forms are live, confirm that notifications, internal assignment rules, and b...

I recently rolled out new Work Order flows that are running smoothly, yet they surfaced a bigger problem: bad data. My top priority is resolving the incorrect entries and filling the gaps where information is missing so that every automation—old and new—runs on clean, reliable records. Here’s what the assignment looks like: • Audit the objects touched by the new Work Order flows and pinpoint where incorrect or blank fields are breaking reports, approvals, or downstream automations. • Correct the bad values, back-fill missing ones, and put guardrails (validation rules, field-level checks, or simple flows) in place so the issue doesn’t return. • Provide a concise hand-off note explaining what was fixed, where, and why, so my team can maintain the i...

This project involves a complete transfer of our existing Google Workspace mail data into Zoho Mail. Every email, contact, and calendar entry must move over, and the current Gmail folder/label structure has to remain perfectly intact on the Zoho side so the team’s workflow is uninterrupted. A zero-loss migration is essential. Use whichever method or toolset—Zoho Migration Wizard, Google Workspace APIs, IMAP, or a trusted third-party utility—best guarantees data integrity and minimal downtime, with the actual switch taking place during off-peak hours. Begin with a test mailbox, validate the results, then proceed to the full rollout once accuracy is confirmed. Deliverables • Successful migration of all emails, contacts, and calendars, preserving every Gmail label a...

Project Overview We are looking for a Zoho Expert to configure Zoho SalesIQ and Zoho CRM to automate our support/sales routing and establish a robust performance tracking system. The goal is to streamline customer interactions through our website and provide branch-level visibility on key sales metrics. Scope of Work 1. Zoho SalesIQ: Customer Support Bot Integration Bot Configuration: Develop and deploy a chatbot on our website to handle support inquiries. Ticket Logging: The bot must allow customers to log support calls/tickets. Direct Routing: Configure the bot so that these logs are pushed directly to the designated support staff (via Zoho Desk or Zoho CRM Cases). 2. Zoho SalesIQ: Branch-Specific Sales Routing Lead Capture: Setup the chatbot to ask users to select their nearest or p...

Deep knowledge of the Microsoft ecosystem

I need a system to manage sales inquiries efficiently. Sales inquiries tickets should be received in Zoho CRM. When a sales inquiry ticket is created, a lead should also be injected into the Nextiva dialer with no more than a 5-minute lag time. Requirements: - Sales inquiry tickets in Zoho CRM - Capture: - Customer contact details - Product interest details - Urgency level - Prioritize based on urgency level Ideal Skills and Experience: - Zoho CRM integration expertise - Familiarity with Nextiva dialer - Experience with automation and ticket management systems - Strong organizational skills

My team is ready to streamline several routine processes, and the quickest path is to wire our third-party apps together through Zapier, n8n, or —whichever tool best fits each scenario. The objective is simple: build reliable connections that automate complete workflows from trigger to final action. Expect to start with a brief discovery call so I can outline the exact apps in play and the business rules that drive each flow. Once the map is clear, I’ll count on you to: • Configure and test every connection until data moves hands-free and error-free • Optimise the logic so each step fires only when it should, avoiding duplicate tasks or loops • Document the finished automations in a concise hand-over note I can follow later You’ll have direct acces...

Power Automate Workflows + Power BI Sales & Event Dashboards Project Description We are looking for an experienced Power BI / Power Automate specialist to support the implementation of automations and reporting for our SharePoint-based LeadHub system. The project includes: 1. Power Automate Workflows Automatic creation of leads from website emails into a SharePoint LeadHub list Sales funnel follow-up reminders Event preparation workflows Post-event follow-up workflows 2. Power BI Sales Dashboard Reporting for leads, sales pipeline, funnel stages, and forecasted order intake. 3. Power BI Event Performance Dashboard Event ROI reporting including leads generated, pipeline volume, and estimated order intake. Our system is based on SharePoint Lists (LeadHub + Event Calendar) co...

Estamos buscando un Closer de Ventas con experiencia en servicios de tecnología o consultoría para cerrar contratos de agentes de IA y flujos de trabajo automatizados. Recibirás leads calificados que ya han pasado por un filtro de facturación y necesidad. Tu trabajo es realizar la videollamada de descubrimiento, presentar la solución y cerrar el contrato. Responsabilidades: Realizar llamadas de cierre (Zoom/Google Meet). Manejo de objeciones sobre precio y viabilidad técnica de la IA. Seguimiento de CRM para asegurar que ningún lead se enfríe. Compensación: Pago por comisión alta (10% por cierre). "Empieza tu propuesta con la palabra 'ROBOT' para saber que leíste todo"

Researching contacts and adding them to Salesforce, research on linkedin, bounce management, template management.

This engagement covers the complete first-time configuration of Zoho People and Zoho Payroll for our organisation. Everything begins from a clean slate—there is no historical data to import—so the focus is on getting the core HR environment working smoothly rather than cleansing or migrating legacy records. Deliverables • Employee Onboarding – design the onboarding flow, set up forms, assign default tasks and approvals, and ensure automated document generation is active. • Attendance Tracking – configure shift schedules, geofence or web check-in rules, and real-time dashboards so managers can monitor attendance instantly. • Leave Management – establish all leave types, custom accrual rules, holiday calendars and multi-level approval paths...

I have a Google Sheet that collects leads. Every time a new row appears, I want Zapier to wait 30 minutes and then fire off an SMS through my Twilio number. Here is the exact flow I need you to build and prove works: • Trigger: “New Spreadsheet Row” in Google Sheets, pulling First Name and Phone Number • Delay: 30-minute pause in Zapier • Action: Twilio “Send SMS” using my number, inserting the {{First Name}} merge field into a fixed message that follows the custom template I’ll supply Once the Zap is configured, add a test row, confirm the text arrives, verify the name variable personalises correctly, and show that the delay really is 30 minutes. Deliverables: 1. A live, functioning Zap visible in my Zapier account 2. Screenshot o...

I run a luxury car showroom and am ready to leave spreadsheets behind. I need a seasoned CRM professional to help me choose, license, and fully configure an off-the-shelf sales tracking platform—Salesforce, HubSpot, or Zoho CRM are all acceptable if they cover my needs, but i would like advise and also if theres others i am flexible. Core requirements • Lead tracking from first enquiry through purchase • Clear, real-time sales performance reports for management • Automated follow-ups (email/SMS) that feel personal to high-net-worth prospects The system must work flawlessly on our front-desk desktops and on the mobile phones that my salespeople carry during test drives and off-site events. We use auto trader for our advertising linking to that would be a bonus...

Hello, We are looking for an experienced Zoho CRM Expert who can completely set up, customize, and automate Zoho CRM for our multi-department company. This is not basic setup work. We need full workflow automation, funnel structure, and reporting system. About Our Business: We operate in multiple verticals: Pathology & Diagnostics Media & Digital Marketing Education / Institution & University Tie-ups Sales & Field Operations HR & Hiring Scope of Work: The selected freelancer must: CRM Structure Setup Custom Modules creation Department-wise pipeline Lead stages (Enquiry → Follow-up → Hot → Converted → Closed) Separate funnel for each department Automation Workflow automation Auto lead assignment Follow-up reminders Task automation...

Our visa-application and travel-booking startup is brand new, so Zoho CRM is still a blank slate. I need someone to walk me through a clean, future-proof launch and leave me with a working system I can rely on every day. Here’s what I have in mind. First, configure core Zoho CRM modules so every enquiry that lands—whether from the website, a walk-in, or a referral—instantly becomes a Lead, then moves smoothly through Contacts and Deals. The lead-management rules, sales pipeline stages and basic contact fields have to match the realities of visa processing and flight-package sales, but stay flexible enough for new product lines later. Second, weave WhatsApp straight into that flow. I want: • Automated welcome and follow-up messages the moment a lead is created &b...

I’m rolling out Zoho CRM across my AI-focused professional-services firm and need an expert who can get the system production-ready fast. The immediate priority is building out marketing campaigns: email journeys, lead scoring, list segmentation, template design, and the analytics that prove what’s working. Once this foundation is solid, we’ll connect the dots to sales and product workflows so every prospect interaction feeds the pipeline automatically. Here’s what I expect as concrete deliverables: • A fully configured Campaigns module with at least two live, automated journeys tied to defined buyer personas • Lead assignment, nurturing and scoring rules that hand off qualified prospects to Sales without manual intervention • Custom fields, tags...

We are a UK-based business running paid ad campaigns (Meta & Google) to generate ceremony booking enquiries. We use: Zoho CRM Zoho Books Zoho Analytics Zoho Flow (if required) We need an experienced Zoho specialist to build a fully automated, campaign-level reporting system inside Zoho Analytics that shows accurate: Cost Per Lead (CPL) Cost Per Acquisition (CAC – paying ceremony client) Revenue per Campaign ROI per Campaign Lead → Booking → Paid conversion rates This must be accurate at campaign level (not just “Facebook vs Google”). Scope of Work 1. Audit & Attribution Setup Review current CRM setup Confirm UTM capture from Meta & Google Ads Ensure UTMs pass from Lead → Deal Standardise campaign naming conventions Ensure no attribution is lost ...

I’m ready to step beyond the basics of Salesforce development and need a trainer who can guide me through a focused, intermediate-level program delivered entirely through online live sessions. My goals are to sharpen my Apex coding style, build and debug Lightning components confidently, and architect clean integrations with external systems—REST, SOAP, or middleware connectors—using best-practice patterns. Here’s what will make the engagement a success for me: • A clear session plan (dates, duration, and topics) so I can block my calendar. • Hands-on exercises inside a dedicated Developer Org, with code reviews and live Q&A. • Practical demos that show triggers, asynchronous jobs, LWC composition, and callouts to external APIs. • Recordings...

Hello, I can help you connect your current amoCRM setup with n8n in a clean, scalable, and practical way so that lead management and sales processes run automatically across your stack. I already understand the key goal of this project: build a reliable foundation first, using the tools you already work with, and design it in a way that can later be expanded to other departments. What I can deliver A clear comparison between amoCRM native automation and n8n-based orchestration, including: strengths and weaknesses of each approach where native automation is enough where n8n adds real value common hidden pitfalls and maintenance risks A draft integration architecture showing how leads move between amoCRM and the rest of your stack A step-by-step n8n workflow design for: capturing ...

I’m looking for an energetic sales professional to bring new projects to our development studio on a commission-only basis (10–20 % per closed deal). Your immediate focus will be the US, Canada and Australia, where we already have the infrastructure to start projects quickly. The offers you’ll lead with are our most requested: website development, Android app development and digital marketing. Once a relationship is established you’re free to upsell our wider stack—custom software builds, payment-gateway or AI integrations—so your earning ceiling is entirely in your hands. Ideal prospects range from fast-moving small businesses through to mid-sized firms and larger enterprises that need dependable tech partners. If you’re comfortable identifying ...

I am rebuilding my sales stack around Zoho CRM and its RPM add-on and need a specialist who can get everything talking to each other smoothly. The essentials include: • Structuring the CRM and RPM modules so my pipelines, custom fields, and scoring rules line up exactly with our current sales process. • Establishing clean API connections—both inbound and outbound—to the third-party platforms we already rely on (marketing automation, billing, and a proprietary dashboard), using REST where available and Deluge when it makes more sense. • Documenting each endpoint, key, and trigger so my in-house developer can maintain it without digging through code later. Acceptance criteria • All mapped fields sync bidirectionally without data loss. • API call...

I’m ready to step beyond the basics of Salesforce development and need a trainer who can guide me through a focused, intermediate-level program delivered entirely through online live sessions. My goals are to sharpen my Apex coding style, build and debug Lightning components confidently, and architect clean integrations with external systems—REST, SOAP, or middleware connectors—using best-practice patterns. Here’s what will make the engagement a success for me: • A clear session plan (dates, duration, and topics) so I can block my calendar. • Hands-on exercises inside a dedicated Developer Org, with code reviews and live Q&A. • Practical demos that show triggers, asynchronous jobs, LWC composition, and callouts to external APIs. • Recordings...

Compensation Structure You close deals, you get paid. Period. The upfront retainer ensures you can invest time in learning the product. After that, commissions scale aggressively. Comp Element Amount Trigger Frequency Upfront Retainer $1,500 - $3,000 On start (non-recoverable) One-time First Deal Commission 15% of first 3 months MRR Signed contract + first payment Per deal Ongoing Commission 10% of MRR Months 4-12 of client contract Monthly residual Pilot Conversion Bonus $500 Free pilot converts to paid Per event Enterprise Kicker 20% on deals > $10K MRR Large enterprise contracts Per deal What You Actually Do You take qualified meetings booked by our appointment setters and close them into paying customers. The Sales Cycle: 1. Receive qualified meeting with context (BANT data, lead...

I need both an A2P 10DLC long code and a U.S./Canada toll-free number brought to fully verified status inside my Twilio account. The numbers are already active; what’s missing is the approval from the Campaign Registry and the toll-free carrier vetting so messaging limits are lifted. I don’t yet have the supporting paperwork in place, so part of the job is guiding me on exactly which company details, sample message flows, privacy links, and opt-in language the carriers require, then packaging that information into Twilio’s portals and forms. You will handle the end-to-end submission, follow up on any carrier questions, and keep me updated on status until both numbers show as “Verified/Approved” in the console. Please reply with brief highlights of your exper...

Our team has just finished an educational software suite built for universities, with a robust student-management core that handles enrollment, attendance, grading, and real-time analytics. Your mission is to take this solution beyond our current pilot campuses and put it in front of decision-makers worldwide. You’ll own the full sales cycle: researching prospects, crafting tailored demos, negotiating license terms, and closing multi-seat agreements. Because the product is already live, you’ll have case studies, demo accounts, and technical support at your disposal; what we need now is your network, your pitch, and your persistence. Deliverables • 30-day go-to-market plan outlining target regions, contact strategy, and revenue projections • Weekly pipeline reports...

I need a complete, end-to-end solution that automatically captures every new real-estate enquiry, scores it, and routes it straight into my existing CRM so my team can follow up without missing a beat. The system must pull leads directly from Facebook, Instagram, and LinkedIn campaigns and posts, while still giving my agents an easy screen for quick manual entry when prospects call or walk in. Here is what matters most to me: • Automatic lead capture: API or webhook connections to the three social platforms should grab contact details, ad source, and intent signals the moment a form is submitted or a prospect engages. • Lead scoring & prioritisation: I want configurable rules—price range, location, timeline, engagement level—that surface hot prospects first an...

Requirement : ZOHO Expert with Experience I’m on a paid Zoho CRM plan and the customised set-up no longer matches our requirement. I need a Zoho specialist to reshape the existing structure—no new modules, just smarter use of what’s already there. Primary focus • Reduce Data redundancy. Current data is not linked to a unique identifier (like a Mobile number) and hence multiple leads are created even for the same mobile number. . Clearly marking ISD codes (like India, US, Unknown) for easy data Filtration. I’ll provide admin access and a sandbox to work in. Please share your Zoho CRM experience, estimated turnaround, and any clarifying questions up front so we can move quickly.

implementation expert to set up a complete Hybrid ERP system for our company: Company: Go Seva Agro Industries LLP Brand: Godhan – Future of Dairy Industry Industry: Dairy & Agricultural Equipment We already use: • Wetroo (14 sales executives managing leads) • Zoho CRM (Admin control) • Zoho Inventory • Zoho Books We need an expert to integrate and automate everything professionally. ⸻ Project Objective Build a structured Hybrid ERP system: Wetroo → Zoho CRM → Zoho Inventory → Zoho Books With full automation, role-based permissions, and reporting dashboards. ⸻ Scope of Work Wetroo → Zoho CRM Integration • API-based integration (NOT manual) • When “Advance Received” is marked in Wetroo: • Create/...