Expert in Pardot and Salesforce for customization and training

Κλειστό Αναρτήθηκε Πριν 5 χρόνια Πληρώθηκε κατά την παράδοση
Κλειστό

Looking for an expert Pardot and Salesforce consultant to perform various jobs for us: From template creation to integration between Pardot and SF as well as to provide monthly assistance and answer questions other staff has... This will be an hourly project with a set amount of hours per month (ongoing).

Here is a list of some of the items we are tackling first.

1) Pardot

* Advisory to maximize our Pardot capabilities (need an expert level)

* Campaign template design (create a single multi purpose email template).

* Execute mail outs and testing - we will provide the verbiage and graphics (content)

* A:B testing (can it be done with the lowest package of Pardot? Even if done manually?)

* Subscribe/unsubscribe management (incl. integration with SFDC) -We currently do a manual process of importing people who subscribe or unsubscribe to campaigns… Wwe want to automate this, so, full integration.

* Automations

* Taking the lead in to educating the team on what else could be automated (of the current internal processes

* Lead scoring design and reporting

2) SFDC ([login to view URL])

* Any/all template changes (e.g., new Contact record or Account fields) and automations

* Any/all customization work we need done for the various departments who use SFDC. We adopted SF 6 years ago. They have sales, marketing, investor relations, etc… Currently, we maintain records separately on Excel or there methods… So, this is similar to the Automations as explained above.

* Any/all report design and automated distribution

* Any/all dashboards

* Here are four (4) projects before us right now.

* Integration between SFDC and ShareFile, our chosen cloud storage provider. Specifically, we want to unify our list of client document recipients (in ShareFile) with our official contact records (in SFDC) – they’re currently separate. Since SF claims there is no integration available, what options do we have?

* Create a custom Meeting Note template - Is this an email template? The idea is to create a template to log meeting notes (notes taken after a meeting is held). 2 templates are needed. 1 for simple meetings and another for more complex meeting notes.

* IR/Middle & Back office report category to be added to the selection of distributed reports (i.e. similar to FS or Qtly being selected for an individual) –. - IR is (investor relations).

* Editing FS list so non GDPR sign offs will be removed

CRM Mailchimp Salesforce.com Zoho

Ταυτότητα Εργασίας: #18346233

Σχετικά με την εργασία

12 προτάσεις Απομακρυσμένη εργασία Ενεργό Πριν 5 χρόνια

12 freelancers κάνουν προσφορά κατά μέσο όρο $20/ώρα για αυτή τη δουλειά

ShreyShrma

Hello, Hope you are doing well :) I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Oxford Pro Περισσότερα

$18 USD / ώρα
(23 Αξιολογήσεις)
6.5
HarshaBR

I am PD1 and ADM 201 certified salesforce consultant working on them for more than 6 years. Have expertise in Configuration, Customization, and Integration. Have expertise in Configuration, Customization, Integrati Περισσότερα

$18 USD / ώρα
(17 Αξιολογήσεις)
6.0
gptanjali98

Hello, I am senior salesforce certified developer having an 8 year of experience in Pardot and working as Salesforce consultant. I have a deep expertise in Lightning UI, Lightning components, Lightning App Builde Περισσότερα

$20 USD / ώρα
(1 Κριτική)
0.4
YogeshwariB

Hi, I have 6 yrs of experience in Salesforce admin and Development. I am good in Apex development and certified APP BUILDER, PD1 ,PD2 AND ADMIN certifications. I AM FULL TIME FREELANCER. I worked on 1) VF pages, Περισσότερα

$18 USD / ώρα
(0 Αξιολογήσεις)
0.0
chikkarajuakhil

I'm a Pardot Certified email specialist and have quite a good experience with Salesforce administration and Development. I am well competent to Manage the Complete Life Cycle of an Email Campaign, right from Designi Περισσότερα

$15 USD / ώρα
(0 Αξιολογήσεις)
0.0