Salesforce.com Jobs

I need a self-driven virtual assistant for roughly two hours each weekday to stay on top of my client outreach. Your main mission is to keep my inbox and LinkedIn messages moving smoothly, remind me when a prospect needs a nudge, and send me a quick progress report so nothing slips through the cracks. If you already know your way around a CRM such as HubSpot or Salesforce, great.. Here’s how the role works: • Day-to-day you’ll monitor email and LinkedIn activity, flag follow-ups, and record every touchpoint in a simple spreadsheet or lightweight CRM you set up. • At the end of each work session you’ll drop me a concise report: who was contacted, what’s pending, and what I need to act on next. • I’m starting you at US $50 per month for this...

I’ve built the core technology for a new product and now need a true partner who lives and breathes B2B Sales. Your main focus will be spearheading lead generation—identifying the right companies, opening doors, and shaping our early pipeline in the technology space. I’ll continue driving product development; you’ll own the front-end of revenue, refining our value proposition with real-world feedback and turning prospects into long-term customers. If you have a proven track record closing complex B2B deals, can comfortably talk shop with CTOs and procurement teams alike, and enjoy the zero-to-one hustle of an early-stage venture, let’s talk. Equity, decision-making power, and the chance to build something meaningful from day one are on the table for the right...

I want to stitch together a fully automated workflow in n8n that is assisted by an AI agent. The core objective is hands-free workflow automation spanning Google Workspace, Salesforce and Slack so I can quit the repetitive busywork and focus on higher-value tasks. Here is the scope I have in mind • Email management – an n8n flow should watch Gmail, classify inbound messages with an AI classifier (OpenAI, LangChain, or your preferred library), file or label them, surface high-priority threads in Slack and, when relevant, create or update Salesforce records. • Data synchronisation – contacts, deals and support tickets must stay in sync between Salesforce and Google Sheets / Drive with conflict resolution rules. • Task management – when certain triggers...

I need an expert to set up Zoho CRM with a focus on: - Lead Management: Organizing and tracking potential leads effectively. - Workflow Automation: Streamlining processes to enhance productivity. - Custom Reports: Generating tailored reports to meet specific business needs. Data migration is not required. Ideal candidates should have extensive experience with Zoho CRM, especially in the specified areas, and a proven track record of successful implementations. Please provide examples of previous work and relevant certifications if available.

I need my Salesforce instance to talk seamlessly with WhatsApp Business. The API has not been set up yet, so the first step will be registering and activating a WhatsApp Business number and gaining full API access. Once the API is live, I want three flows automated inside Salesforce: • Lead management – new WhatsApp inquiries should create or update leads, log conversations on the record, and trigger the usual assignment rules. • Customer support – agents must be able to send and receive messages directly from Salesforce (Service Console), with transcripts stored on the case. • Marketing messages – I’d like to schedule and send templated broadcasts that respect WhatsApp’s policies and surface engagement data back in reports and dashboard...

I am ready to streamline a few repetitive parts of my small business by building an agent with OpenAI’s Agent Builder. The goal is to have the agent run day-to-day workflows for CRM and scheduling so I no longer have to touch every record by hand. Here is what I need: • A working agent inside OpenAI that handles CRM data entry and updates on my behalf. • The same agent (or a companion flow) that can create, modify, and remind me of appointments and tasks. • Clear instructions—preferably a short Loom or written walkthrough—showing how you set everything up and how I can tweak prompts, actions, or webhooks later. Acceptance criteria • I can type or paste new lead details and watch them appear in the correct fields of my CRM without errors. ...

I’m ready to turn a brand-new Zoho account into a fully functioning CRM that streamlines our entire sales cycle. My only goal for Zoho at this stage is CRM management, so every task revolves around perfecting lead management, sales tracking, and customer support inside Zoho CRM. What I need you to do • Design the data model: build the custom fields and tailored layouts that match the way we collect and view information. • Automate the routine: create custom workflows that capture leads, route them to the right owner, trigger follow-ups, update deal stages, and open support tickets when required. • Connect the stack: integrate Zoho CRM with the other tools we already rely on (I’ll share the list and API keys), ensuring data flows cleanly in both directions....

I have just chosen Zoho Books for my small consulting practice and need someone to walk me through a clean, one-user setup. The goal is to start issuing invoices and tracking expenses without any messy trial-and-error work on my side. Here’s what I expect from you: • Configure the organisation profile, fiscal year, GST/VAT or relevant tax settings, and an appropriate chart of accounts for a service-based business. • Activate online banking feeds, import my opening balances, and create sample transactions so I can see the flow end-to-end. • Set up branded invoice and payment receipt templates and make sure my Stripe payment gateway connects smoothly. • Give me a concise Zoom hand-over session (recorded) explaining daily workflows—creating invoices, reconcili...

I’m rolling out HubSpot in a brand-new environment focused on sales management and I’d like an expert to lead the entire implementation. Here’s what I need: • Recommend the most suitable HubSpot subscription (and any add-ons) for a small team whose core goals are pipeline management and lead scoring, plus simple email broadcasts to prospects and clients. • Configure the CRM from scratch: custom deal stages, properties, lead-scoring rules, and dashboards that match our sales process. • Import my existing records via CSV—companies, contacts, deals, and historical notes—so everything lands in the right fields without duplicates. • Set up email templates and broadcast capabilities so I can send segmented campaigns while keeping a complet...

I need a reliable partner who can keep my sales schedule running smoothly, look after customer follow-ups, and handle the everyday admin that piles up behind the scenes. Your top priority will be crafting clear, friendly, on-brand email replies; everything else—calendar coordination, light data entry, and occasional research—supports that goal. Proficiency in polished email writing and online research is essential. If you already work comfortably inside Microsoft Office, a basic CRM, or any cloud-based scheduling tool, that will make our hand-off even faster, but I’m happy to walk you through my exact workflow. Accuracy, responsiveness, and a knack for staying organized matter more to me than time-in-seat. Typical week: • Draft and send email responses and follow-u...

I need an expert to integrate the Workday API with another system for data synchronization. Key Requirements: - Experience with Workday API - Proven track record in system integration - Strong understanding of data synchronization principles - Ability to deliver within budget Ideal Skills: - API integration experience - Familiarity with the specific system to be integrated (Salesforce, SAP, or Microsoft Dynamics) - Strong problem-solving skills - Good communication for project updates Please provide examples of similar work done.

I'm seeking an experienced Zoho automation specialist to integrate Zoho CRM with Outlook, Facebook, and LinkedIn, and to create bespoke automations. Key Requirements: - Integrate Zoho CRM with Outlook to: - Sync emails - Create tasks from emails - Calendar integration - Manage leads - Automate the following processes in Zoho CRM: - Lead management - Email marketing campaigns - Customer follow-ups Ideal Skills and Experience: - Proven experience with Zoho CRM and its automation capabilities - Familiarity with Outlook, Facebook, and LinkedIn integrations - Strong organizational skills and attention to detail - Ability to create custom automation workflows Looking forward to your proposals!

I want a clean, automated bridge between our Salesforce org and Power BI so I can see the story behind our numbers at a glance. The job starts with pulling three data groups—sales figures, customer records, and performance metrics—directly from Salesforce. Those sets feed a single data model in Power BI that refreshes on a schedule I can control. From that model I need three visual workspaces: a sales performance view that tracks revenue against targets, a customer-demographics snapshot that breaks down who is buying, and an employee-performance view that compares reps by key KPIs. On top of the dashboards I also need competitive leaderboards: one that ranks reps by sales volume and another that highlights overall employee performance. Each board should update automatically, d...

I’m moving my commercial real-estate workflow—focused mainly on retail space—to Zoho CRM and need the entire environment configured from scratch. My biggest priority is airtight call recording: every incoming or outgoing call must be logged automatically and the audio file stored inside the relevant lead or contact record for easy playback. I work on Android, so mobile call logging has to be seamless too. Here’s what I need you to put in place: • Full Zoho CRM deployment, including custom lead fields (property type, source, status, follow-up) tailored to retail space deals. • Lead capture set up to flow straight from the property portals I use, with the flexibility to add website forms and manual entries later. • Cloud telephony integration&m...

I already run a custom CRM with 10 separate log-ins and now need messaging to live inside it instead of in external tabs. Here is what I’m after: Email • Each user must connect the CRM to their own Gmail account (OAuth preferred, no shared credentials) so they can compose, send, and read replies without ever leaving the system. • I do want to capture the usual engagement metrics—opens and click-throughs—so please wire that into the send pipeline and surface the data on the contact’s timeline. SMS • The same convenience is required for text messages: users type a message in the record view, choose contacts, hit send, and replies appear in the same thread history. Messages have to go out from the individual’s own number/SIM, not a pooled...

I’m refining our Email-to-Case process and want the resulting Case record to feel clean, intuitive, and fast for agents. Here’s what I need: • A re-worked Case layout focused on the Email-to-Case flow. This includes adding, removing, or re-ordering fields and sections so the most relevant information for support agents surfaces first. • Page-level tweaks in Lightning to streamline the visual design—think compact detail panels, clearly separated interaction history, and an easy-to-scan highlights panel. • Purpose-built custom buttons and links that let agents jump to related records, launch macros, or fire quick actions without extra clicks. • One or more custom workflows tied to the new layout. Typical examples will be field updates or email ale...

Busco incorporar a un closer de ventas con experiencia telefónica y por videollamada para impulsar nuestro portafolio de programas de educación en línea dirigidos exclusivamente a empresas. El trabajo consiste en tomar leads previamente cualificados, conducirlos por un proceso consultivo y convertirlos en clientes de alto valor, con tickets promedio superiores a los USD 2 000 por matrícula corporativa. Trabajo con un stack de herramientas de inteligencia artificial (HubSpot con workflows asistidos por IA, scripts generativos y dashboards automáticos) que ya acelera la prospección; tu aporte estará en el punto crítico del cierre. Espero que aproveches la data que proporcionan estas herramientas para adaptar tu pitch, superar objecio...

I’m ready to move my entire sales pipeline onto an automated footing—from the moment a lead hits our funnel, through every follow-up email, right down to instant sales performance reports. Our CRM system is already in place, so the job is to build the workflows, integrations, and dashboards that make the most of it. Here’s what I need delivered: • Lead generation flows that capture, score, and route prospects straight into the CRM without manual entry. • Trigger-based follow-up sequences (email/SMS) that adapt to contact behaviour and keep engagement high until a deal closes. • Real-time reporting pulled directly from the CRM: revenue, conversion rates, pipeline velocity, and other key metrics presented in a clean dashboard my team can access at any ti...

I want my day-to-day accounting work in Zoho Books to run on autopilot. From raising invoices to logging expenses and compiling real-time financial reports, every repetitive click should disappear behind well-built automations. Here’s the picture: • The only app involved is Zoho Books. • All core modules—Invoicing, Sales and Financial Reporting—need hands-free workflows. • I’m open to whichever native tools you prefer (Deluge scripts, Custom Functions, Zoho Flow, webhooks, APIs). The outcome just has to be reliable, auditable, and easy for me to maintain. Deliverables will be considered complete when: A. Sales, Stock & Billing Controls 1. Stock Visibility at Sales Order & Billing Stage Available stock (SKU-wise) must be visible while ...

Job Title: Zoho Specialist Developer Company: We are a System Strategy and Implementation Australian company Location: Remote / WFH Type: Full-time Salary: Based on skills and Experience; paid in AU currency. Company Overview: Our company is a fast-growing Systems Agency company that provides innovative system solutions to businesses worldwide. We are looking for a Zoho Specialist Developer to join our team and help us build cutting-edge Zoho solutions that empower our clients to achieve their business goals. Job Description: As a Zoho Specialist Developer, you will be responsible for designing, developing, and maintaining system strategic solutions using the Zoho platform. Our team has a focus on providing our clients with 'Evergreen' Zoho system solutions. We focus on imp...

I need support on a fractional basis to keep my technology sales pipeline full. The assignment centres on sourcing and qualifying new prospects, not closing deals. What I will supply • Ideal Customer Profile and value proposition • Email domain, LinkedIn page and any collateral you may need • Access to our CRM (HubSpot/Salesforce—your choice) for tracking activity and results What I expect from you • Daily outbound activity—LinkedIn Sales Navigator searches, personalised connection requests, cold-email sequences and, when useful, short discovery calls • Accurate entry of every touchpoint in the CRM so I can monitor conversion metrics • A steady flow of marketing-qualified leads that fit the ICP, complete with contact details, note...

WE WILL REQUIRE A REFERENCE FROM A US BASED COMPANY - do not bother submitting bids UNLESS you're specializing in Salesforce and can provide a reference from a US Based company for whom Sales Engagement module has been rolled out. All general Developers, engineers, etc will be ignored. Thanks. Need an experienced Salesforce specialist to take the prospecting cadences I now run in Salesvue and rebuild them directly inside Salesforce Sales Cloud → Sales Engagement. The work starts with a short discovery where you’ll review the existing Salesvue setup, map what should stay, what should change, and draft a modern cadence architecture that supports our three-tier model—cold, warm, and hot leads. Every cadence must let my reps sort and work tasks by prospect size, region...

I need an automation specialist who can set up process-level workflows in Zapier so that the right people receive timely email notifications without any manual intervention. The focus is exclusively on automating these notifications; I am not looking for marketing campaigns or testing frameworks right now. Here’s how I picture the engagement: • Map my current trigger-app flow, confirm the data points that should fire each email, and create the corresponding Zaps. • Configure filters, paths, or formatter steps as needed so emails arrive only when specific conditions are met. • Test each Zap end-to-end, demonstrate that the emails reach the intended inboxes with correct content, and provide a short hand-off guide so I can maintain or extend the automation later. I ...

We are seeking a high-caliber Salesforce Strategic Architect to lead the development of an enterprise-level capabilities deck for a global Life Sciences leader. The ideal candidate will possess deep architectural expertise across Life Sciences Cloud, Health Cloud, and Revenue Cloud (CPQ), with a proven ability to synthesize these technologies into a cohesive "Molecule-to-Market" narrative. You must be able to articulate how a unified data model can bridge the gap between clinical trial management, patient diagnostics, and complex commercial quoting for high-value medical hardware. This role requires a "consultant-first" mindset: you are not just listing features, but mapping technical capabilities to high-stakes business outcomes like regulatory compliance (GxP), accel...

Lead Salesforce Practice Engineer /Architect (10-15 YOE, Focus on Internal Practice Growth) Detail Specification Location Hyderabad, Telangana (In-Office/wfh) Experience 10 – 15 Years Employment Type Full-time Timezone Must be able to work effectively with EST timezone teams. ________________________________________ About the Role (Emphasis on Practice Development & IP) We are seeking a highly experienced and profound Lead Salesforce Engineer/Architect to join and significantly contribute to the strategic growth and maturity of our internal Salesforce Practice. This is a high-impact, architecture-focused role where your primary contribution is to build internal technical assets and define the engineering standards for the entire team. The ideal candidate will have deep experience...

I need a simple yet reliable workflow that links a Google Sheet with Zapier and Twilio so every time a new lead is entered—or when a follow-up date I specify arrives—the prospect automatically receives an SMS and an email. The Google Sheet is already structured with columns for name, phone, email, creation date. What I’m missing is the automation layer: • When a new row appears, Zapier should instantly push one Twilio SMS and one email (Gmail or Zapier Email) using the templates I’ll provide. • On the morning of each scheduled follow-up date, the same lead gets a gentle reminder through both channels. This is a comprehensive **Project Specification Document** designed to be copied directly into a Google Doc for your technical lead. It outlines t...

I'm in need of a GoHighLevel expert for various adhoc tasks, which include integrations with CRM systems and marketing platforms, creating automations for email marketing, lead nurturing, appointment scheduling, and call systems, as well as managing calendar functionalities. Key Responsibilities: - Integrate GoHighLevel with various CRM systems and Marketing platforms. - Create and manage automations for Email Marketing, Lead Nurturing, Appointment Scheduling, and Call Systems. - Provide consultation on best practices during the process. - Optimize existing workflows to enhance efficiency. - Develop custom reports for various automated processes. Requirements: - Extensive experience with GoHighLevel. - Proficient in creating and managing automations. - Previous experience with syste...

My team runs on Zoho CRM, Books, Projects and Campaigns, yet the data still lives in silos and too many manual touches slow everything down. I want a single, streamlined ecosystem that speaks fluently with the rest of our tech stack and leverages Zoho API connections—plus an OpenAI component for smart automations—to lift overall operational efficiency. Scope of work • Integration with other systems: map and sync contacts, invoices, tasks and marketing data between Zoho apps and our external platforms (details shared once the NDA is signed). • Data migration: pull historical records into the new structure without breaking links or losing audit trails. • Workflow automation setup: design and build Deluge- or Flow-based rules that cut repetitive work and surf...

JOB DESCRIPTION - Receive and handle inquiries, provide information related to policies, services, and products to customers via email. - Support in resolving customer complaints, propose suitable solutions or alternatives within the allowed timeframe; ensure issues are followed up and resolved completely. - Perform other tasks as assigned and guided by the Team Leader. REQUIREMENTS - Basic English reading comprehension (documents, emails, etc.). - Proficient in using Excel, Google Sheets, and other tools to track order data. - Experience in Customer Service, Fulfillment POD, Dropshipping, or related fields. - Minimum 2 hours per day, starting from 11:00 PM (23:00). BENEFITS - 5$ - 7$/hour

I need someone who can connect my existing Zoho CRM with Twilio so every voice call and SMS we make or receive is automatically captured against the right lead, contact, or deal. Once the two platforms talk to each other, I also want to trigger three key workflows: • real-time lead tracking and assignment the moment a call or text comes in • automated follow-up texts or calls based on predefined rules (for example, if a lead hasn’t replied within 24 hours) • a streamlined path for agents to handle quick customer-support interactions from inside Zoho without switching screens You’ll be responsible for configuring Twilio numbers, setting up the webhooks/API connections, mapping fields in Zoho, and testing end-to-end so every interaction is logged, time-st...

I’m looking for an OmniStudio specialist with 3 + years of hands-on experience to design and build a bespoke solution and hook it cleanly into our existing CRM system. The work goes beyond simple point-and-click setup; I need someone comfortable crafting OmniScripts, Integration Procedures, DataRaptors and FlexCards so that every part of the customer journey feels seamless and fully aligned with current business logic. You’ll start by reviewing the current CRM data model and processes with me, propose an architecture for the new custom layer, then configure, test and document the components. Clean, well-commented configurations and clear hand-off notes are essential because my in-house admins will maintain the app once it’s live. Deliverables • End-to-end OmniStudi...

I need an experienced Smartsheet specialist to create projects for my department. The main purpose is tracking progress, with a focus on milestones and deadlines. Key Requirements: - Setup projects in Smartsheet - Track milestones and deadlines - Visualize data in Smartsheet Ideal Skills and Experience: - Proficiency in Smartsheet - Project management experience - Attention to detail - Ability to create user-friendly dashboards Please provide examples of previous work and your approach to this task.