URGENT: Salesforce Pro Suite Functional Consultant (Zoho → Salesforce Migration)
Salesforce Pro Suite Consultant (Zoho → Salesforce Migration) We are a small industrial equipment sales and repair company migrating from Zoho CRM to Salesforce Pro Suite. We are looking for a Salesforce Pro Suite functional consultant to help us configure and optimize our CRM. Key tasks: • Customize Opportunity fields (both standard Salesforce fields and new custom fields): – Entity picklist – Department picklist – Product family & product picklists – Ensure correct layout and visibility • (If possible) Configure multi-currency (entity selection assigns currency) • Migrate Opportunities from Zoho to Salesforce (export, field mapping, import) • Create and customize dashboards and basic reports • Minor Salesforce customizations as needed • Train a team of 4 users • (Optional) Integrate Salesforce with third-party apps: PandaDoc, Tableau, QuickBooks, Odoo Requirements: • Strong Salesforce Pro Suite functional experience • CRM migration experience (Zoho → Salesforce is a plus) • No coding required • Experience with third-party integrations is a plus • Clear communication and ability to document setup Project type: Short-term setup project (possible ongoing support) Industry: Industrial equipment sales & repair Team size: 4 usersApply Now
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