Salesforce application to modify leadscore based on open tasks

I need help solving a problem in Salesforce to get prioritisation of our Leads aligned so easier for our telesales team to focus on calling the right Leads. Our strategy is to call Leads in this order of priority:\r\n1. Leads that have asked to be contacted, either by leaving a message in our switchboard or signing up to a form.\r\n2. Leads that have open tasks that are due.\r\n3. Leads that have clicked on our website last 24h.\r\nAfter that we should prioritise by leadscore.\r\n\r\nMy thought is to make a program that populates a couple of custom fields on each Lead, depending on status on Activities on that Lead. Then we can create a custom field with a formula to evaluate and modify the leadscore to weigh in several parameters to an overall \\\'modified leadscore\\\' that we can use to sort the leadslist.\r\n\r\nPerhaps a program like this?\r\nCycle through all Activities on all Leads, and set values in custom fields on the Lead:\r\n* Any open Activity containing \\\'contact me\\\' in the subject -> Set the Lead field ContactNow_c to True\r\n* Any open Activity that is due -> Set the Lead field DueTask_c to True\r\n\r\nThen create a formula for the Lead field ModifiedLeadScore_c = LeadScore + (ContactNow_c=\"True\")*10000 + (DueTask_c=\"True\")*1000 + (Clicked_c=\"24h\")*100\r\n\r\nI am also looking to establish a longer term relationship for additional work as we go along.

Evner: CRM,

Se mere: leadscore, telesales call, switchboard com, salesforce status, tasks, salesforce com crm, order salesforce, salesforce.c, weigh, to make a application form, crm salesforce, lead order salesforce, custom formula, crm order, modify contact form, modify contact, lead activity, telesales crm, salesforce formula, field crm, salesforce contact form, need custom crm, relationship crm, salesforce lead, salesforce application

Om arbejdsgiveren:
( 0 bedømmelser ) Stockholm, Sweden

Projekt ID: #5993777

8 freelancere byder i gennemsnit kr4220 på dette job


Hello, I own a company in India and we are authorized Salesforce Consulting & ISV Partner. Please go through my feedbacks to see my past experiences in Salesforce. More details: [url removed, login to view] Flere

kr3368 SEK in 5 dage
(26 bedømmelser)

We have salesforce guy and we can do this, we are already top in CRM, please share more details, and we are ready to start. Pay after seeing the result.

kr6315 SEK in 10 dage
(29 bedømmelser)

A proposal has not yet been provided

kr2222 SEK in 6 dage
(16 bedømmelser)

Hi , I came across your job posting and am really happy about it, as an experienced CRM expert,Sales force expert and Vtiger pro for a long period of time,I am confident That I can pull up the desired result requ Flere

kr5052 SEK in 10 dage
(0 bedømmelser)

Hi, We are pure expert of [url removed, login to view] and are providing [url removed, login to view] Integration/Development services to clients from US and other countries from last 2.5 years (Reference available) and completed almost 100+ Int Flere

kr11111 SEK in 20 dage
(0 bedømmelser)

Hello, Being a leading salesforce developer and expert in Apex i can solve your problem and help you in to modify leadscore, i will need access to your salesforce account Please advise Sach

kr3368 SEK in 4 dage
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I am Vijay and i have around 5 years 7 months of experience in area of development , customization and integration in SalesForce technology. I am DEV 501(Advanced Developer) certified developer , ADM 201 certified Flere

kr2221 SEK in 6 dage
(0 bedømmelser)

I am happy to work with you. This is my skype id sumit_sfdc. please let me know when can we discuss.?

kr3555 SEK in 10 dage
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I am a Software Consultant 401 Certified , having more than 4 years of experience in the industry.I am passionate towards solving complex problems and engineering solutions with a particular interest in web development Flere

kr1600 SEK in 10 dage
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