Salesforce CRM Setup including integration with Quickbooks

£250-750 GBP

Closed

Posted

almost 11 years ago

£250-750 GBP

Paid on delivery

We are using Group edition of Salesforce and we are definitely not getting the best out of it. We need to De-dupe the leads we have and design the CRM to suit our needs (producing contracts, assigning appointments for field based agents). We also need to produce Invoices and pay our staff using Quickbooks online. We are also cut and pasting a lot in Salesforce which we know is a waste of time. Other things we would like to do is: Automatically remind clients via text about appointments Allow Partner businesses to view/download and upload documents and contracts for our clients. Seamlessly integrate with our website for a clients portal. Our website is [login to view URL] (we have an IP filter to stop hacking and unwanted attention)

Intuit QuickBooks

Salesforce.com

Project ID: 4836097

About the project

7 proposals

Remote project

Active 11 yrs ago

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7 freelancers are bidding on average £516 GBP for this job

@consus

Hello Sir We are Quickbooks and Salesforce Integration specialist please check inbox for bid details and previous work references Thanks

£773 GBP in 21 days

4.9

(76 reviews)

8.1

@NishantBamb

Hello, Please refer your Inbox for my experiences with Salesforce and more details. Thank you.

£526 GBP in 10 days

4.5

(33 reviews)

6.2

@mahaabuzeina

i am working as chief accountant since 12 years & I'm doing remote accounting & business consulting since three years i had experience with several accounting software QuickBooks , Xero , quicken,Myob, with different type of companies from different countries specially US I have vast experience with Business Planing ,Budgeting & Financial forecasting, building accounting systems for new establishments, clean up existing companies ,lead & manage over all accounting operations specially financial reporting , Data entry bookkeeping ,& filling tax return.., in addition to strong experience of Ms Office specially Excel .I'm fast accurate hardworking committed to dead line & have a good conscience that would make sure to do all the duties submitted to me appropriately, correctly . i can start immediately

£555 GBP in 20 days

5.0

(8 reviews)

4.6

@mrkhurramster

Hi My name is khurram iqbal and I am Salesforce Certified Developer. Expertise. + 3 year experience of development and consultancy. + Expert in Apex. + Developer of 2 App-Exchange Apps and 1 ipad app using salesforce rest as database. +Certification details are available on request. Please provide me your contact details and we'll discuss this further in your convenient time slot. I can start this project immediately. Awaiting excitedly to work on your project Khurram iqbal, Itechsign

£400 GBP in 7 days