Salesforce Professional – Implementation, Development

We are seeking a Salesforce expert to help us implement and customise our Salesforce professional license experience so it is suited to our business needs. Our current requirements are relatively simple, but we would be looking to build a relationship with an expert, so we can explore some more intelligent Salesforce solutions in the future.

Requirements/goals:
– separating the account object into two clear entities; clients and funders – and being able to match these together on an opportunity.
– changing the leads object to be more focussed on businesses instead of individuals – and helping us to create a sales process, from lead to opportunity to account.
– intelligent opportunity flows where documents are required to be uploaded before opportunity stage can be changed.
– more that can be discussed on a discovery call.

We would ideally be looking for someone with experience working with financial services companies.

Thanks, we look forward to hearing from you!

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