Salesforce cpq jobs
...outreach, and keeps every interaction logged inside Salesforce. You will be calling and emailing decision-makers, nurturing them until they’re ready for a demo, and scheduling those appointments directly onto our calendar. Because our buyers are often facilities managers, security directors, or C-suite stakeholders, confidence in high-level conversations is essential. Deliverables I will measure: • Daily activity logged in Salesforce (calls, emails, notes). • A minimum agreed-upon number of new, qualified leads added each week. • Booked meetings that meet our ideal customer profile. • Brief weekly recap outlining wins, obstacles, and next-week game plan. Success in a prior B2B sales or security-industry role, mastery of Salesforce wo...
...Confident speaking with business owners and decision-makers. * Reliable internet connection and a quiet workspace. * Professional, energetic, and resilient. Rejection should not affect your performance. To Apply Please include: 1. A 1–2 minute voice recording introducing yourself and explaining your cold-calling experience. 2. Your resume. 3. The CRMs and dialers you’ve used (GoHighLevel, HubSpot, Salesforce, Aircall, RingCentral, etc.). 4. Your expected hourly rate. 5. Your average appointments booked per 100 calls (if known). Important: Applications without a voice recording will not be considered. This is an ongoing opportunity for the right person with room to grow into a larger role as our company expands....
...risk-assessment questionnaire that routes directly into our Salesforce portal. The prospect will also be offered access to a Due Diligence (pdf) package if interested I need two versions of the deck: • Advisor track: CPAs, wealth managers, family offices, insurance professionals (separate but similar narratives). • Business-owner track: messaging tuned to owners and executives. Acceptance criteria • High-fidelity, lifelike avatar videos synced to the approved script. • Seamless slide transitions with audio-visual lip-sync accuracy. • Email, SMS, and web-embed delivery tested end-to-end. • AI agent connected to a modifiable knowledge base with logging of every new interaction. • Risk-assessment form auto-creates or updates a Sal...
Integrate Breeze Project with Salesforce via mail services: - Project website enquiries (with UTMS) - Meta campaign - Setup Autoresponder for project
Looking for an experienced Data Analyst with strong Excel skills to build a comprehensive reporting solution that combines product usage data with Salesforce account and billing data into a single, reliable source of truth. The objective of this project is to develop a structured, account-level Excel report that provides clear visibility into customer adoption, engagement trends, and cancellation patterns over time. The freelancer will be responsible for consolidating multiple Excel datasets, including usage data, question-and-answer activity, and Salesforce extracts, using Account ID as the primary key. This will involve significant data cleaning, transformation, and validation to ensure consistency across sources, including handling duplicate records, unmatched IDs, and mi...
...data migration from legacy tables into the new schema, followed by reusable custom API connections that expose key endpoints to Boomi. Next, you will wire Salesforce to Boomi so that Sales Automation events and Marketing Campaign objects flow bi-directionally with minimal latency. Finally, you will connect NetSuite for order-processing—new orders initiated in Salesforce must create, update, and close the corresponding transactions in NetSuite automatically. Deliverables • Boomi process designs, deployed and working in DEV, TEST, and PROD • Parameterised connectors for Oracle data migration and custom APIs • Real-time Salesforce flows covering Sales Automation and Marketing Campaign objects • NetSuite order-processing map wi...
...building a predictable B2B sales pipeline and forming strategic partnerships to expand our reach. Key Responsibilities: - Identify potential markets where custom software solutions solve pressing challenges, and develop a clear go-to-market strategy. - Pursue new business opportunities through targeted outreach methods such as LinkedIn, email campaigns, or leveraging CRM tools like HubSpot or Salesforce. - Manage the full sales cycle—from initial discovery to proposal negotiation and closing deals—meeting agreed revenue targets. - Build and nurture strategic alliances with technology collaborators or complementary service providers to create joint marketing initiatives. - Share weekly updates on lead generation progress, key partnerships, and actionable nex...
...scraping or handling that violates UAE data privacy frameworks. Cold calling is strictly prohibited under this contract due to UAE telemarketing regulations. All lead lists must be purely for inbound/digital targeting and compliant outreach. Analytical Skills: Ability to segment leads by investment capacity, industry, and geographic location. Preferred Qualifications Familiarity with HubSpot, Salesforce, or similar real estate CRMs. Understanding of the current top-performing areas in Dubai (Dubai Marina, Downtown, Palm Jumeirah, Dubai Hills). Budget & Project Type Project Type: Ongoing / Milestone-based (Starting with a paid test list of 200–500 highly targeted leads). Budget: monthly + commission Application Instructions To be considered, please reply with: A brief s...
...electrical, battery storage, and field service company. This is **not** a simple CRM. The goal is to build a complete business management platform that covers the entire workflow: **Lead → CRM → Quotation → Project → Scheduling → Field Teams → Documentation → Billing → Analytics → Service** The platform should have a modern interface similar to: * * ClickUp * Jobber * ServiceTitan * Salesforce * Odoo * Asana with our own custom workflows dedicated to photovoltaic and electrical companies. --- # Technology Stack Preferred technologies: * Laravel 11 / PHP 8.3+ * Vue.js 3 or React * Tailwind CSS * MySQL or PostgreSQL * REST API * WebSockets (real-time updates) * Docker * Git * Responsive UI * Multi-language support The archite...
Job Description We are looking for a Technical Caller who can communicate with potential customers, explain ...cloud services, or IT solutions at a basic level Strong communication and listening skills Self-motivated and able to work independently Willingness to learn new technical concepts quickly Preferred Qualifications Previous experience in sales, customer support, business development, or technical support Experience working with software products or technology companies Familiarity with CRM tools (Salesforce, HubSpot, etc.) Experience communicating with business owners, developers, or IT teams Compensation Competitive hourly rate or monthly salary (based on experience) Remote position Flexible working hours How to Apply Please send: Resume/CV Short introduction video (2 ~ ...
Job...cloud services, or IT solutions at a basic level Strong communication and listening skills Self-motivated and able to work independently Willingness to learn new technical concepts quickly Preferred Qualifications Previous experience in sales, customer support, business development, or technical support Experience working with software products or technology companies Familiarity with CRM tools (Salesforce, HubSpot, etc.) Experience communicating with business owners, developers, or IT teams Compensation Competitive hourly rate or monthly salary (based on experience) Remote position Flexible working hours How to Apply Please send: Resume/CV Short introduction about your communication experience Your English proficiency level Examples of previous customer-facing or technical ...
Summary Senior Salesforce Developer Client: US-Based Location: United States (Remote) Experience: 7–9 Years Employment Type: Contractual Job Description Analyze requirements and develop technical solutions aligning with Salesforce best practices. Based on user requirements analysis, provide solutioning to customers that meets and exceeds expectations. Define optimal design and architecture for client-provided requirements, specifically incorporating modern AI and headless architectures. Deliver customer requirements within agreed timelines and adhere to agreed SLAs. Drive the team toward delivery excellence and technical leadership on Salesforce projects. Innovate via conceptualizing new tools, AI agents, and accelerators toward competency-building activities....
I'm looking for an experienced Playwright specialist to automate end-to-end tests for our Salesforce environment. Key Requirements: - Expertise in Playwright for test automation - Experience with Salesforce, particularly in testing environments - Ability to develop and execute end-to-end test scripts Ideal Skills and Experience: - Proficiency in JavaScript or TypeScript - Prior experience with Salesforce testing - Strong problem-solving skills and attention to detail Please provide examples of similar work done and your approach to this project.
...Repurpose content into lead-generation assets. Coordinate lead magnets and email follow-up. Maintain the business development calendar. Track campaign performance. Qualifications Required Excellent written communication. Strong organizational skills. CRM experience. Comfortable networking virtually. Research skills. Project management experience. Highly proactive. Preferred HubSpot, GoHighLevel, or Salesforce. LinkedIn Sales Navigator. Event coordination. Partnership development. Business development experience. Marketing support. Key Performance Indicators (KPIs) Monthly goals may include: 20 new strategic partner introductions. 10 partnership meetings scheduled. 8 qualified discovery calls booked. 4 speaking opportunities submitted. 2–4 speaking engagements secured. 100...
I run a stone-crushing o...existing lead / customer data • design stages that mirror our real-world process—from first inquiry and sample dispatch to confirmed order and post-sale support • configure automated reminders so no follow-up or service visit slips through the cracks • surface quick-glance dashboards that show active opportunities, won business, and any stalled conversations If you prefer working in Zoho, Salesforce, HubSpot or a comparable platform, let me know; I’m flexible as long as the end result is intuitive for my team and scalable as we grow. Acceptance criteria: the team logs in and, within two clicks, can see who to call next, what was last discussed, and the value of every open deal. A brief hand-off video or screen-share walkt...
...within the next ten days. The working window is fixed at 9 PM – 1 AM IST, so you’ll be collaborating with prospects and internal teams during that evening slot. The role sits at the intersection of solution architecture and sales enablement: you will translate business requirements into compelling MuleSoft + Salesforce stories, showcase the power of Anypoint Platform, and guide prospects through API-led connectivity best practices. Because our target accounts are heavily invested in Salesforce, I need someone who brings advanced knowledge of its data model, integration patterns, and security considerations. You’ll routinely craft and deliver persuasive demos, produce quick proof-of-concepts when a deal needs technical validation, and field deep-dive que...
i had salesforce essentials and upgraded to pro suite. Everything was working fine until the upgrade. I run eight WordPress sites, each with 1 Gravity Forms that all feed into a single Salesforce account. Right now entries are not consistently appearing in Salesforce, so I want a clean, direct connection using the Salesforce gravity form plugin: Here is what I need you to do: • Set up access in Salesforce • Configure each of the 8 Gravity Forms to post directly to the Salesforce Lead object through the API. • Map these exact fields so they arrive in Salesforce every time: First Name, Last Name, Phone, Email, Address, Date of Birth, and the Website/Form source. • Build in basic error logging or notifications so I ...
...WordPress sites, each with two Gravity Forms that all feed into a single Salesforce account. Right now entries are not consistently appearing in Salesforce, so I want a clean, direct connection using the Salesforce gravity form plugin: Here is what I need you to do: • Set up access in Salesforce • Configure each of the 16 Gravity Forms to post directly to the Salesforce Lead object through the API. • Map these exact fields so they arrive in Salesforce every time: First Name, Last Name, Phone, Email, Address, Date of Birth, and the Website/Form source. • Build in basic error logging or notifications so I know immediately if a submission fails. • Run test submissions from every site to confirm the data appears in...
...project value—paid immediately as the funds clear. There are no minimum quotas, onboarding fees, or geographic restrictions; work the hours and channels that suit you best. You’ll have direct access to me and our technical leads for proposal support, case studies, and rapid answers to prospect questions, so you can focus on outreach rather than paperwork. If you prefer tools such as LinkedIn, Salesforce, HubSpot, or old-fashioned networking events, that’s entirely up to you; I only measure results. Deliverables I’ll look for • A brief weekly update of prospects approached, stage in the pipeline, and any assistance you need • Signed development agreements with the client’s first payment received (this triggers your commission) If yo...
...within the next ten days. The working window is fixed at 9 PM – 1 AM IST, so you’ll be collaborating with prospects and internal teams during that evening slot. The role sits at the intersection of solution architecture and sales enablement: you will translate business requirements into compelling MuleSoft + Salesforce stories, showcase the power of Anypoint Platform, and guide prospects through API-led connectivity best practices. Because our target accounts are heavily invested in Salesforce, I need someone who brings advanced knowledge of its data model, integration patterns, and security considerations. You’ll routinely craft and deliver persuasive demos, produce quick proof-of-concepts when a deal needs technical validation, and field deep-dive que...
...sales executive will handle the full cycle—from prospecting and initial qualification through to application submission and follow-up—exclusively for personal-loan products. Success is measured by the volume of completed applications and the conversion rate from lead to funded loan. Solid knowledge of lending regulations, credit-worthiness assessment, and common loan-processing tools (e.g., Salesforce, HubSpot, LOS platforms) will help streamline daily outreach and shorten approval times. Consistent reporting on pipeline status, weekly performance summaries, and clear documentation of each borrower interaction form part of the expected deliverables. All outreach assets (call scripts, email templates, CRM notes) stay on our server; once the engagement concludes, ...
...basis, project by project. This is white-label work: everything is delivered under our brand. You won't contact our clients directly, and our projects won't appear in your public portfolio. In return, we bring you a steady flow of well-scoped work without you having to find clients yourself. What you'll do (varies by project): Set up and configure CRMs (HubSpot, Zoho, Pipedrive, GoHighLevel, or Salesforce) so every lead is captured and nothing slips through Build automated follow-up sequences (email/SMS) that actually get replies Connect web forms, landing pages, and other lead sources into the CRM Migrate messy, years-old contact data from spreadsheets and old systems into a clean pipeline — without losing anything Set up clear pipeline dashboards a busines...
...residing in the United States (preferred). Candidates outside the US with extensive experience selling to US businesses are also encouraged to apply. Proven experience in B2B Business Development, Sales, or Client Acquisition. Excellent spoken and written English. Strong networking and relationship-building skills. Comfortable working independently. Experience using CRM platforms such as HubSpot or Salesforce is an advantage. An existing network of decision-makers within organizations that outsource customer support, back-office operations, or BPO services will be a strong advantage. Preferred Industry Experience BPO / Call Centre Outsourcing Services Customer Support Business Process Outsourcing (BPO) ITES Managed Services Staffing & Recruitment Business Development Appointm...
...Tailwind CSS Authentication * OAuth * JWT * User management Payments * Stripe * Subscription management Deliverables The project should include: * Complete system architecture * Database design * AI agent framework * Source code * Documentation * API documentation * Deployment instructions * Testing * Security best practices * Production-ready code Nice to Have Experience with: * Salesforce * Zapier * n8n * * Slack integrations * Microsoft 365 * Google Workspace * WhatsApp Business API * Voice AI * Speech-to-text * Text-to-speech Please Include in Your Proposal 1. Links to AI agent projects you have built. 2. GitHub profile. 3. Portfolio. 4. Technologies you recommend for this project and why. 5. Estimated timeline. 6. Estimated cost. 7. Suggestions for improving ...
Re-do 1 website with better visuals and give a modern look with better flow. Website should be fast according to google pagespeed and Gmetrix. Must have: -Fully optimize Rank Math...no later than 10 days -homepage must be highly engaging without too much clutter. homepage must be easy for users to find products, pricing, and intake form to get started. Menu should be simple and have tabs GLP1's, Injectable Vitamins, Peptides, and Getting started. Maybe more can be added later. -current booking calendar plugin must be kept and used on new site -site has integrations with salesforce, and other plugins, these must still be functional. -freelancer should provide updates along the way so that client can view visuals and so that changes can be made in a timely basis as the proj...
...and push it into the correct sheets, databases, or CRM fields so I never have to copy-paste again. The solution has to sit in the “moderate customisation” sweet spot: richer than simple canned templates but still modular enough for me to tweak workflows and add rules later without rewriting everything from scratch. Platform-wise I use Google Workspace today and may expand to Microsoft 365 or Salesforce down the road, so please build with API flexibility in mind. Bonus points if your stack makes future integrations painless. Deliverables 1. Fully configured Copilot-style agent with email and data-entry flows live and tested. 2. Clear setup/documentation so I can adjust rules, thresholds, and destinations myself. 3. A brief walkthrough (recording or live screen...
...against a shared Google Sheet. You will be working with three kinds of customer data: • Contact details • Purchase history • Support tickets Consistency and confidentiality are paramount, so please be comfortable handling personal information, following a naming convention, and double-checking your work before marking a task complete. Familiarity with spreadsheets or any mainstream CRM (Salesforce, HubSpot, Zoho, etc.) will help you get up to speed quickly, but I’m happy to walk you through my exact workflow on day one. Daily progress updates over Slack or email keep us aligned, and I clear time for quick questions so nothing stalls. Finished uploads that match the source documents without missing fields or typos will be the acceptance criteria for...
...manage bidirectional data flows and complex business logic between Salesforce, NetSuite, Google Workspace, and a PostgreSQL database. As discussed the goal is to eliminate manual data syncing, streamline approval workflows, and replace existing manual bottlenecks with a high-performance, self-monitoring, and event-driven automation pipeline. Scope of Work & Key Responsibilities of Phase 2 Advanced Python Development: Build robust, clean, and scalable Python automation scripts capable of handling complex conditional routing and multi-step business logic that goes beyond no-code capability. API & Middleware Integration: Develop custom middleware and secure API connectors to handle multi-system integrations across Salesforce REST APIs, NetSuite SuiteTalk/RESTlet...
We're a Salesforce development partner based in India, looking for a skilled researcher to build targeted lists of companies in North America and Europe using Salesforce (Sales Cloud, Service Cloud, Field Service, CPQ, Marketing Cloud, MuleSoft). This is manual research — not or scraped data. Target industries (100 companies each): Fire Alarm Systems, Roofing, Oil Services, Home Healthcare, Generator Installation/Repair, Furniture/Windows companies. Research sources: Trailblazer Community groups (discussions/questions from employees of relevant companies) Example: AppExchange Consulting directory (smaller firms/end clients in our target industries) Link: https://appexchange
NOTE: This position is purely on a commission basis. PLEASE DON'T APPLY IF THIS DOESN'T WORK FOR YOU. This is NOT an SEO opportunity. We are in need of a dedicated IT Services Sales Consultant to sell our software development services on a commission basis. The consultant will primarily be promoting our: - Custom Software Development - Mobile App Development - Web Application Development - Salesforce Consulting - AI/ML Services - Data Analysis All are targeted toward international markets (US, Europe, Gulf, LATAM ). The ideal candidate should have a strong background in IT sales, particularly in software development services. Experience dealing with small businesses is a plus. You should possess excellent communication skills, a proactive approach to sales, and the abi...
We're a Salesforce development partner based in India, looking for a skilled researcher to build targeted lists of companies in North America and Europe using Salesforce (Sales Cloud, Service Cloud, Field Service, CPQ, Marketing Cloud, MuleSoft). This is manual research — not or scraped data. Target industries (100 companies each): Fire Alarm Systems, Roofing, Oil Services, Home Healthcare, Generator Installation/Repair, Furniture/Windows companies. Research sources: Trailblazer Community groups (discussions/questions from employees of relevant companies) Example: AppExchange Consulting directory (smaller firms/end clients in our target industries) Link: https://appexchange
...Objective Recreate the attached one-page concept as a premium, enterprise-quality executive brief suitable for presentation to CMOs and Digital Marketing Directors at nationwide organizations (specifically law firms). Do not redesign the concept. The goal is to elevate the execution while preserving the overall layout, messaging, and hierarchy. This should look like it was designed by Adobe, Salesforce, Stripe, or Gartner—not a typical marketing agency. Document Specifications Size: US Letter (8.5" × 11") Resolution: 2550 × 3300 px (300 DPI) Portrait Print-ready PDF Editable source file (Adobe InDesign preferred, Illustrator acceptable) Brand Company: Cracked Egg Creative Website: Use the provided logo exactly as supplied. Do not redraw, modi...
Re-do 1 website with better visuals and give a modern look with better flow. Website should be fast according to google pagespeed and Gmetrix. Must have: -Fully optimize Rank Math...no later than 10 days -homepage must be highly engaging without too much clutter. homepage must be easy for users to find products, pricing, and intake form to get started. Menu should be simple and have tabs GLP1's, Injectable Vitamins, Peptides, and Getting started. Maybe more can be added later. -current booking calendar plugin must be kept and used on new site -site has integrations with salesforce, and other plugins, these must still be functional. -freelancer should provide updates along the way so that client can view visuals and so that changes can be made in a timely basis as the proj...
Re-do 1 website with better visuals and give a modern look with better flow. Website should be fast according to google pagespeed and Gmetrix. Must have: -Fully optimize Rank Math...no later than 10 days -homepage must be highly engaging without too much clutter. homepage must be easy for users to find products, pricing, and intake form to get started. Menu should be simple and have tabs GLP1's, Injectable Vitamins, Peptides, and Getting started. Maybe more can be added later. -current booking calendar plugin must be kept and used on new site -site has integrations with salesforce, and other plugins, these must still be functional. -freelancer should provide updates along the way so that client can view visuals and so that changes can be made in a timely basis as the proj...
...provides Salesforce, HubSpot, Slack, RevOps, CRM automation, AI automation, and AI voice agent services. This is a performance-based role. We will pay $40 for each qualified appointment booked from LinkedIn. The freelancer can either: Use our LinkedIn account with approved messaging Or use their own LinkedIn account/network to bring qualified leads Responsibilities Find decision-makers on LinkedIn Send connection requests and follow-up messages Start real business conversations Qualify prospects before booking meetings Book meetings with interested leads Track all leads, messages, and appointment status Test and improve LinkedIn messaging Target Buyers CEOs / Founders VP of Sales VP of Marketing RevOps leaders Sales Ops / Marketing Ops leaders Business owners using HubSpot, Sa...
...are preparing a proposal for a Salesforce modernization project and need an experienced Salesforce Solution Architect to create professional architecture diagrams. Scope: Review the RFP and understand the proposed solution Create high-quality architecture diagrams (Visio, Lucidchart, , or similar) Diagrams may include: Solution Architecture Integration Architecture Data Flow Security Architecture Deployment/Environment Architecture High-Level Salesforce Architecture Requirements: Strong Salesforce architecture experience Experience with enterprise/government proposals is a plus Ability to convert written requirements into clean, presentation-ready diagrams Quick turnaround Please share: 2-3 sample architecture diagrams you've created (Salesforce...
...• You call from a list I’ll supply (or help me refine) and quickly identify whether the prospect matches our simple fit criteria. • When interest is confirmed, you capture full contact details, brief notes on pain points, and secure permission for a follow-up demo call—no appointment scheduling needed on your side. • All activity is logged in my HubSpot CRM; if you’re more comfortable in Salesforce or a clean Excel sheet, that’s fine—I can import. Acceptance criteria • 10–15 qualified Technology leads and 10–15 qualified Healthcare leads per month • Complete, accurate data entered in the agreed format the same day the call is made • Call recordings or concise summaries for every positive conversa...
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...
...live journeys that fire without manual intervention, accurate segment counts, statistically valid test results and a noticeable lift in engagement metrics. You will partner directly with our engineers for data mapping and API keys, yet own the entire CRM piece—from initial schema design through launch and continuous improvement. If you have previous experience migrating from platforms such as Salesforce, HubSpot or Mailchimp, let me know; those insights can speed up decisions. Please share recent examples where you increased LTV or reduced churn through similar lifecycle work....
...Minimum 1–2 years of B2B cold calling experience (experience selling software, SaaS, digital marketing, or tech services is a massive plus). Language: Flawless English with exceptional verbal communication, persuasion, and active listening skills. Neutral or clear accent suitable for international clients. Tech-Savvy: Familiarity with modern cold-calling tools and CRMs (e.g., HubSpot, Close, Salesforce, or Dialers). Setup: A reliable, high-speed internet connection, a professional noise-canceling headset, and a quiet workspace. Mindset: Highly resilient, self-motivated, and unbothered by rejection....
...Senior Salesforce Developer to join a long-term contract engagement focused on building and integrating scalable enterprise systems. You will work on mission-critical applications involving Salesforce, backend services, and cloud integrations. This role combines strong Salesforce engineering (APEX, LWC) with backend development in C# (.NET) and cloud integration using Azure DevOps and Azure services. You will be responsible for designing, building, and maintaining secure and scalable solutions across the Salesforce ecosystem and external systems. Key Responsibilities Design and develop APEX classes, triggers, test classes, and Lightning Web Components (LWC) Build and maintain Salesforce integrations using REST / SOAP APIs Develop backend services us...
I’m planning a full-scale system integration and need a seasoned MuleSoft architect who can own both strategy and hands-on delivery. The focus is to connect our CRM stack—Salesforce, HubSpot, and Microsoft Dynamics—to our ERP landscape while laying down an API-led architecture that will scale with future needs. You’ll start by assessing the current application landscape, documenting integration touchpoints, then designing the API, application, and system layers in Anypoint Platform. From there, I expect you to build or guide the build of Mule flows, handle DataWeave transformations, set up CI/CD, and establish logging and monitoring best practices. Equally important is coaching my in-house developers so they can maintain what you put in place. Key deliverab...
...scattered spreadsheets and manual follow-ups with a purpose-built CRM powered by Claude AI. The goal is to map my existing sales and support processes, automate everything that can be automated, and emerge with a single dashboard where every lead, customer request, and performance metric is visible in real time. Here’s the current landscape: we are not adopting an off-the-shelf platform such as Salesforce, HubSpot, or Zoho. Instead, I want a fully custom environment designed around Claude’s conversational and classification abilities. Core functions must include lead management, customer-support tracking, and sales analytics from day one. Smooth data flow matters just as much as the interface. The CRM will need to speak natively with our email platform (both inbound...
I need an experienced cold-caller to work through a list of B2B healthcare contacts, speak with the decision-makers, confirm their fit for our solution and book discovery meetings directly on my calendar. The calling effort is purely appointment-setting; you don’t have to close any sales, just identify interest, ver...deliverables: • Daily call notes with outcome codes (qualified, follow-up, not a fit) • Calendar-confirmed meetings that meet the checklist criteria • A short end-of-week summary report of total dials, connects and meetings set Fluency in English, a professional phone presence and familiarity with healthcare industry terminology are essential. Experience with CRM tools such as HubSpot or Salesforce is a plus, as is a proven track record in...
...marketing programmes Localisation projects Responsibilities may include project planning, timeline management, stakeholder coordination, deliverable tracking, reporting, quality assurance, lead management support, agency management, vendor coordination, and post-activity analysis. Operational & Administrative Support Provide operational support across marketing activities, including: Salesforce campaign administration Database and lead management support Reporting and dashboard updates Budget tracking support Invoice tracking Purchase order coordination Marketing calendar management Cross-functional project coordination The contractor is expected to proactively identify risks, manage deadlines, and escalate blockers when required. Candidate Profile Required 3&...
...touch through contract signature and onboarding. You’ll be expected to: • Source and qualify mid-market leads, using channels such as LinkedIn Sales Navigator, email outreach, and industry events. • Run persuasive product demos, address technical or commercial objections, and tailor proposals to each prospect’s needs. • Negotiate pricing, manage the deal cycle inside our CRM (HubSpot/Salesforce—use whichever you’re most comfortable with), and hit mutually agreed monthly revenue targets. • Maintain a healthy, transparent pipeline by submitting concise weekly reports that cover forecasts, closed-won figures, and next-step actions. Success will be measured by the incremental software revenue you generate each month and the su...
...paid media best practices Skills and Experience Required 3 to 5 years of experience in digital marketing, performance marketing, or paid media management Hands-on expertise with PPC/SEM, paid social, display, and demand generation campaigns Strong experience with Google Ads, Meta Ads Manager, and GA4 (LinkedIn Ads a plus) Experience with analytics and reporting tools (GA4, Looker Studio, Excel; Salesforce a plus) Advanced Excel skills (Pivot Tables, VLOOKUP/XLOOKUP, formulas) Strong communication skills and the ability to translate data into actionable insights Self-managed and able to handle multiple priorities independently Nice to Have Experience in automotive, aftermarket, e-commerce, or another product-driven industry Experience marketing to dealers, distributors, or B2B tra...
...built directly inside our Salesforce org. This is a completely new build, not a tweak of something that already exists, so I’m looking for someone who can take the concept from wireframe right through to a polished Lightning experience. The core pieces are: • Dashboards – clear, real-time graphs and tables that let executives see pipeline health, quarterly performance and top opportunities at a glance. • Forms – intuitive Lightning pages for management approvals and data entry, pre-populated where possible to cut down clicks. • Custom components – reusable Lightning Web Components that tie the above together and keep the interface consistent with our brand. Acceptance criteria • Everything lives in Lightning Experience, mobile-res...
...build to handle: • Channels to integrate – Email – Social Media – SMS • Core CRM modules – Lead Management – Customer Support – Sales Pipeline • Automations to configure – Scheduled and drip email campaigns – Timed or event-based social posts – Smart follow-ups that trigger after customer actions or key dates I’m open to the underlying stack—HubSpot, Salesforce, Zoho, custom Laravel + MySQL, or another comparable solution—so long as it supports robust API connections (Mailchimp, SendGrid, Twilio, Meta/Instagram, etc.) and allows future scaling. Acceptance criteria 1. All three channels send, receive, and log communications inside the CRM. 2. Le...
