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Salesforce Consultant needed for 1 day of on-site training in NYC (MUST BE LOCAL) (HIRING ASAP)

Dieses Projekt hat 3 Angebote von talentierten Freelancern mit einem durchschnittlichen Angebotspreis von $1241 USD erhalten.

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Projektbudget
$750 - $1500 USD
Angebotsanzahl
3
Projektbeschreibung

We're a startup in New York City and need to develop a workflow for our brand spanking new instance of Salesforce.

In detail, we need:

* Gather the needs of the users

* Create a basic workflow

* Create custom dashboards for 3 user categories: Admin, Manager, Staff

* Create custom reports for 3 user categories: Admin, Manager, Staff

* Migrate data from our previous CRM

* Train 5 to 10 users on-site

We are rather "light" users of CRM, so we don't require a complex setup and our customization needs are quite basic. Please keep this in mind when scoping out the project. We will require a SoW in order to proceed.

Much of this work is perfectly fine to do from off-site, but we would need at least full day on-site and in-person to gather our user needs and to train. Alternatively, this can be split over two days. We would prefer to retain a consultant to start next week.

In addition, the consultant must be local to NYC. Our company is headquartered in Queens, NY and the consultant needs to be in the region - we are not budgeted for any travel, transportation, or accommodation expenses.

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