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$
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I will be your certified salesforce admin by hour
Salesforce Consultant
I'm a Salesforce consultant specializing in helping SMEs and large businesses to get the most out of their CRM. I have extensive hands-on experience understanding business processes and translating th...
About this Gig
Full-cycled project:
We will follow the following steps:
1) Objectives and scope definition. We can do phases with different scopes.
2) Discoveries: interview with business owners using Salesforce to understand their day to day.
3) Requirements definition and documentation, estimate and review.
4) Build
5) Test, training and review.
6) Support
Software type:
Workspace
•
CRM
•
FAQ
How do we start?
Let's connect! We should talk about the scope of the project and requirements. If you know the requirements, I will measure each one and send them to you to review and approve the work + budget. If you don't know them, we can work on discoveries to rise and measure them for a 2nd order
--> If you already know the requirements
Send them to me (I can send you a template to fill if you prefer), I will measure each one and send them back to you to review and approve the work and budget.
--> If you don't know the requirements
We can work on 2 orders/phases: - 1st order to make workshops with you or business owner in order to rise and measure requirements. - 2nd order to build the requirements
Once agreed to collaborate, what I would need from you?
- Purchase the order with the pack or quantity of hours agreed on the requirements review. - Access to your org - Relevant documentation from processes, sample reports or data files - If needed, we can create a workspace to share documents
What do you need from me to get started?
I’ll need access to your Salesforce org, a clear description of your business processes, and the documentation you think it is relevant to build the requirements. We can discuss everything during our initial consultation.
What if something new comes up that was not included in the beginning?
We can do a backlog to register all additional requirements, prioritize the build now or plan it for future, and include them in a new order.
Do you do full implementations for other clouds?
Yes, ask me on the chat
