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Salesforce NPSP Customisation with MSG91 Integrations

₹12500-37500 INR

Closed
Posted 3 months ago

₹12500-37500 INR

Paid on delivery
I need a talented Salesforce developer with a deep understanding of non-profit success pack (NPSP) customisation and external integrations. I want to use this CRM for a charitable Wealth Management practise that is dealing in Sales of Financial Products Key Tasks: - Import and Update Leads - Push Sms and Email - Capture Personal Data - Capture Financial Product requirement using Ticketing system - Capture Sales and track Execution Stage - Capture Revenue due and paid - Send reminders/greetings/dues notification by email/sms Ideal freelancer skills and qualifications: - Proven record in Salesforce CRM customisation, specifically NPSP. - Expertise in integrating platforms with MSG91 for both email and SMS capabilities. - Comprehensive understanding of CRM platforms and their functionality. - Good communication skills to understand requirements and provide solutions.
Project ID: 37740606

About the project

11 proposals
Remote project
Active 2 mos ago

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11 freelancers are bidding on average ₹32,045 INR for this job
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Hi, Hope you are doing great. I am a Professional Certified Salesforce Administrator/Developer With 7 years of experience, I have a proven track record of successfully implementing Salesforce solutions for various clients, delivering high-quality results and exceeding expectations. I have a proven track record of successfully implementing Salesforce solutions for various clients, delivering high-quality results and exceeding expectations. I will implement a seamless process for importing and updating leads within Salesforce NPSP, ensuring data accuracy and consistency. I will integrate MSG91 to enable automated SMS and email communications directly from Salesforce, enhancing engagement and communication with leads and clients, Customising Salesforce NPSP to efficiently capture and manage personal data of leads and clients, adhering to data privacy regulations and best practices. I will develop a ticketing system within Salesforce NPSP to effectively capture and manage the financial product requirements of clients, providing a streamlined approach to managing inquiries and requests. My technical skills are Salesforce CPQ, Apex Development, Vlocity, Service Max, Lightning Web Components, Visualforce, Integration, Database Design, Sales And Service Cloud, Administration, and APEX. Let me know if you are available for quick chat Thanks Balasaheb
₹50,000 INR in 7 days
5.0 (1 review)
2.8
2.8
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Hello, I can handle your unique needs because I have a lot of experience. Expert in using MSG91 for effective email and SMS capabilities, I am also skilled at combining platforms with ease. I can import and update leads, collect financial and personal information, set up a strong ticketing system for product requirements, and keep close tabs on revenue cycles and sales execution phases. With my deep knowledge of CRM features, I can provide customized solutions for your Wealth Management business that are both generous and effective. My skills: SFDC Development, Lightning Application, Apex Language, Visual Force Pages, Classes, Controllers, Triggers, Indexes, Locks Web Services, Components, Tabs, Apex Web services, Custom Objects, Reports, Analytic Snapshots and Dashboards, Profiles, Creating Roles, Page Layouts, Org - Wide default, Sharing rules, Workflows. Lets discuss this project in more detail. Best Regards Imtiyaz
₹37,000 INR in 7 days
0.0 (0 reviews)
0.0
0.0
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More than 7 years experience with Salesforce and NPSP. I am able to configure Salesforce for all the above requirements.
₹30,000 INR in 7 days
0.0 (0 reviews)
0.0
0.0
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As a certified Salesforce consultant with over 8 years of experience, I have a proven track record in customizing Salesforce CRM systems, particularly NPSP. This background ensures that I am well-versed in the specific features and needs that your project demands. My skill set extends to SMS and email integrations using MSG91, making me an ideal candidate for pushing messages and notifications as you require for your Wealth Management practice. What sets me apart is my ability to understand client's requirements and provide tailored solutions. My aim is not just to execute the tasks you've mentioned, but to also ensure a seamless user experience for you and your team. From capturing leads, personal data, financial product requirements, and sales execution stages to sending reminders, greetings, and dues notification; I can handle it all. Having worked globally with clients across various sectors including non-profit organizations, I bring an extensive understanding of CRM platforms and their functionality. With this foundation and my communication skills, I am confident in my ability to assist you effectively. So let's connect
₹33,500 INR in 5 days
0.0 (0 reviews)
0.0
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Hey I am a skilled Salesforce developer specializing in NPSP customization and MSG91 integration. With a proven track record in tailoring Salesforce for nonprofit organizations, I am well-equipped to meet the unique requirements of your charitable Wealth Management practice. Talking about my expertise, I have experience with the following: - Streamlined lead import and update processes for accurate information. - Integrated MSG91 for efficient SMS and email capabilities. - Implemented custom fields to organize personal data, ensuring compliance. - Developed a ticketing system to capture and manage product requirements. - Custom workflows for tracking sales progress through execution stages. - Comprehensive system for tracking due and paid amounts. - Configured automated reminders via email and SMS for effective communication. I am eager to contribute to your practice's success. Could you provide specific details on financial product tracking requirements? This will help tailor the solution to your needs effectively. Thank you, Navina Dhami
₹25,000 INR in 7 days
0.0 (0 reviews)
0.0
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Hi, I am certified salesforce admin and developer. I have experience in customizing objects, tabs, fields and other data. Created multiple flows for automating the processes. I have gone through the key tasks and I have good understanding over CRM platforms and functionalities. I have good communication skills to understand requirements and provide solutions. Hope I will be able to add value to your requirement if given a chance.
₹27,000 INR in 7 days
0.0 (0 reviews)
0.0
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Greetings from Dyashin TechnoSoft!!! Thank you for your time and it was nice talking to you. As discussed, I have attached our company profile for your perusal. Kindly help me with your response for the same. Snapshot: Dyashin Technosoft is a renowned Software Development and Engineering services company led by a group of industry veterans. Our mission is to drive customer growth by offering innovative and digital engineering solutions that leverage cutting-edge technology and are backed by a strong commitment to delivery excellence. Our comprehensive range of custom software services is designed to assist our customers at all stages of the SDLC, assuring project success from start to end and beyond. Below are the details of the services we provide. 1. Managed Services (End-End Project delivery) 2. Consulting Services (Full time placement) Regards, Kumari Saroj 6360828295
₹25,000 INR in 7 days
0.0 (0 reviews)
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Flag of INDIA
Navi Mumbai, India
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Member since Jan 22, 2014

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