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Salesforce Sales Cloud Expert for Custom CRM Setup and Training

July 3, 2024
  • Project location type
  • Project Type
    Hourly Based Project
  • Duration
  • Level
  • Language
  • English Level

Project Description

We are in search of a talented and experienced freelancer who specializes in Salesforce Sales Cloud. Our objective is to develop a customized outside sales CRM that caters to our specific requirements. We are a dynamic team with three sales representatives, currently managing between 100-200 doctor accounts each. Our mission is to optimize our sales process, focusing on acquiring practices or patient referrals for our remote patient monitoring services.

Key Responsibilities:

– Transition our current CRM system from Go High Level to Salesforce, leveraging Salesforce’s superior mobile UI/UX, especially for iPad and phone use.
– Customize Salesforce to suit our unique outside sales needs, ensuring an efficient workflow for managing doctor accounts.
– Provide hands-on guidance and training, enabling me to become proficient in Salesforce administration and upkeep.


– Proven experience with Salesforce Sales Cloud, including setup, customization, and training.
– Strong understanding of sales processes and CRM optimization.
– Ability to translate complex CRM functionalities into user-friendly interfaces for mobile use.
– Excellent communication skills, with the ability to provide clear instructions and support.
– A collaborative mindset, willing to work closely with our team to achieve the best possible outcome.

What We Offer:

– An opportunity to work on a meaningful project that enhances remote patient monitoring services.
– The chance to empower a growing team with the tools they need to succeed.
– A collaborative and supportive work environment

Your Proposals (3)

Sneha Kumari

5.0 (1 Review)
With my expertise in [relevant field], I am confident in delivering exceptional results.
in 90 hours

Raj Murthy

5.0 (1 Review)
I am a Senior Consultant, Solution Architect, Integration Expert, and Developer with a deep understanding of Salesforce, HubSpot, and various CRM/ERP systems.
in 120 hours

Neelam Tiwari

5.0 (2 Reviews)
Hello, I glad to work with you and i bring my Salesforce expertise on the table where we work together
in 132 hours

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