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Help with CRM - Salesforce Reports & Dashboards

$250-750 USD

In Progress
Posted over 9 years ago

$250-750 USD

Paid on delivery
We recently starting using Salesforce for a SaaS online software business with 4 man sales team. I need help with building reports and dashboards for each team member who are working to separate processes and KPIs. I expect work to be based on initial 2 to 4 hour Skype session where I can show where we are currently then explain documentation of what exact reports we need for each of the roles. Then allow 2 to 3 days for reports & dashboards to be built. Additional Skype calls can be schedule daily to review progress and cover questions and issues as they arise. Please supply references and proof of clear competence in this area. We are based on PST time zone but flexible to work outside these hours if needed provided the level of communication skills are acceptable.
Project ID: 6917615

About the project

3 proposals
Remote project
Active 9 yrs ago

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Extensive experience on designing dashboards and reports for CXO level review and daily monitoring of business by sales heads. Experience in telecom, automobile and digital marketing area gives me a wide perspective of mass marketing as well as niche specialised business requirements.
$444 USD in 4 days
0.0 (0 reviews)
0.0
0.0
3 freelancers are bidding on average $379 USD for this job
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Hello, I am a certified salesforce professional with 10 years of experience. I would like to help you in this project. I can complete these reports and dashboards to you and even provide a quick session how to maintain those reports in future with quick training. I would even charge a lesser price - 150$ for this project.
$250 USD in 10 days
4.9 (10 reviews)
4.1
4.1
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I have overall 4 years of experience in IT industry handling various projects. In which, more than 3 years i have experienced in SFDC. * I have handled 4 different clients of different business needs. * I have certified in SFDC ADM and DEV. * Worked on various integration features. * I will on the commitment and the delivery will be on time. * Quality and understanding of my work will me made easier for future needs, even if any other who starts to work on my implementation it will be easy to proceed further. * Will create all possible documents for the requirement like, Document of understanding, Technical Spec, Design Document, UTC etc. To make sure we are on right path of development. * I used to keep me updated frequently as per the salesfoce release. * Strictly used to follow salesforce standard and coding standards. * Follow up Agile methodology in order to have a daily updates. * Strong understanding on the requirements. * Awarded as a best employer of the year. From your description, i understood you need to create reports and dashboards for 4 users of sales team. We have different type of reports which used to be customized.
$444 USD in 5 days
0.0 (0 reviews)
0.0
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United States
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Member since Dec 29, 2014

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