URGENT: Salesforce Pro Suite Functional Consultant (Zoho → Salesforce Migration)
Salesforce Pro Suite Consultant (Zoho → Salesforce Migration)
We are a small industrial equipment sales and repair company migrating from Zoho CRM to Salesforce Pro Suite.
We are looking for a Salesforce Pro Suite functional consultant to help us configure and optimize our CRM.
Key tasks:
• Customize Opportunity fields (both standard Salesforce fields and new custom fields):
– Entity picklist
– Department picklist
– Product family & product picklists
– Ensure correct layout and visibility
• (If possible) Configure multi-currency (entity selection assigns currency)
• Migrate Opportunities from Zoho to Salesforce (export, field mapping, import)
• Create and customize dashboards and basic reports
• Minor Salesforce customizations as needed
• Train a team of 4 users
• (Optional) Integrate Salesforce with third-party apps: PandaDoc, Tableau, QuickBooks, Odoo
Requirements:
• Strong Salesforce Pro Suite functional experience
• CRM migration experience (Zoho → Salesforce is a plus)
• No coding required
• Experience with third-party integrations is a plus
• Clear communication and ability to document setup
Project type: Short-term setup project (possible ongoing support)
Industry: Industrial equipment sales & repair
Team size: 4 users
Apply Now
Apply Now
We are a small industrial equipment sales and repair company migrating from Zoho CRM to Salesforce Pro Suite.
We are looking for a Salesforce Pro Suite functional consultant to help us configure and optimize our CRM.
Key tasks:
• Customize Opportunity fields (both standard Salesforce fields and new custom fields):
– Entity picklist
– Department picklist
– Product family & product picklists
– Ensure correct layout and visibility
• (If possible) Configure multi-currency (entity selection assigns currency)
• Migrate Opportunities from Zoho to Salesforce (export, field mapping, import)
• Create and customize dashboards and basic reports
• Minor Salesforce customizations as needed
• Train a team of 4 users
• (Optional) Integrate Salesforce with third-party apps: PandaDoc, Tableau, QuickBooks, Odoo
Requirements:
• Strong Salesforce Pro Suite functional experience
• CRM migration experience (Zoho → Salesforce is a plus)
• No coding required
• Experience with third-party integrations is a plus
• Clear communication and ability to document setup
Project type: Short-term setup project (possible ongoing support)
Industry: Industrial equipment sales & repair
Team size: 4 users
Apply Now
Apply Now