Expert in Pardot and Salesforce for customization and training
$15-25 USD / ώρα
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
Ταυτότητα Εργασίας: #18346233
Σχετικά με την εργασία
12 freelancers κάνουν προσφορά κατά μέσο όρο $20/ώρα για αυτή τη δουλειά
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
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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