We are a telecom organization from Australia. We require a salesforce developer to assist us in the following tasks;
Setting up Salesforce for an organization of 10 individuals and interfacing it with Xero:
- Setting up 10 licenses for Salesforce to incorporate;
- The fundamental CRM component (direction on populating the product and setting up staff)
- Transferring our business information from Excel into Salesforce’s information base and setting up cycles and rules for refreshing, running reports and the executives
- Setting up Salesforce’s ‘Citations’ component, including; setting up cycles and rules for refreshing, running reports and the board
- Creating an interface with existing Xero money programming
Prerequisite is prompt!