salesforce analysis and implementation

  • Status: Closed
  • Præmier: $150
  • Modtagne indlæg: 4

Konkurrence Instruktioner

Phase 0:
is to execute analysis and estimate in days how long it will take to implement phase 1, and phase 2.
also include screen shots of how the salesforce app will look like.
The cost of this project is only for phase 0, phase 1 and phase 2 will be in a different post.

Phase 1:
We require the implementation of a CRM system runs in parallel to crowd investment website.
the CRM will keep records of all investors all business owners (SMEs) will keep contact derails of each, will keep a profile on business owners and thier business (we call it business proposal), the amount of money they have raised the amount of money they are looking to raise, how much and how many investors have invested in so far, the amount of money has transferred to their crowd funding user account.
the CRM system will import all this info from 4 CSV files, (the proposal), (all the users), (the investments made by the users), (the payment transferred to the account).

Phase 2:
we will want to get ride of the import CSV process and have a list of APIs that we can call from application to export all this info into the sales force account.

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