We are evaluating Salesforce for our sales team and are looking for an experienced Salesforce implementation specialist to help us design and execute a lean Phase 1 setup.
Scope of Work (Phase 1)
- Salesforce Sales Cloud setup for a small-to-mid-sized sales team
- Core configuration (objects, fields, pipelines, users, permissions)
- Lead, Account, Contact, and Opportunity setup aligned with real sales workflows
- Basic reports and dashboards
- Clear guidance on best practices and common pitfalls
Bonus (Not Required, But a Plus)
- Experience with NetSuite & Salesforce integration
- Ability to advise on a future Phase 2 without pushing unnecessary scope
Requirements
- Proven Salesforce implementation experience
- Ability to explain trade-offs clearly and in plain English
- Experience working with growing teams (not just large enterprises)
- Independent, efficient, and execution-focused
To Apply, Please Answer the Following Questions
- Briefly describe 2–3 Salesforce implementations you personally led.
- For a lean Phase 1 setup like this, what timeline and budget range would you expect?
- Do you have experience integrating Salesforce with NetSuite? If yes, briefly explain the scope and approach you used.
If no, please say no (this is not a requirement).
We value clarity, honesty, and practical execution over buzzwords and certifications.
Apply Now
Apply Now