Salesforce associate or asset management

I'm looking for a solution to manage, find availability, and schedule the independent contractor pool which we have in our salesforce database.

The independent contractors, or "associates" as we call them, are used on a project by project basis. They are designers and all of them have different styles. Some of their styles will match an opportunity we have in the system, and some will not.

The idea is to simplify and speed the process of finding a designer in our pool which

a. matches a clients style - indicated by a drop down, some will match multiple styles.

b. is available for the dates the project we will need them

c. is not currently attached to another project we are working on (this would eliminate internal conflicts over who's project is a priority, as well as allow us to spread projects to associates).

Ideally, the project manager would be able to select up to 3 associates by doing an advanced search in the database from multiple criteria (style, location, etc), select up to 3 potential associates, and assign them to an opportunity. Once they are assigned as prospects for the opportunity, they should not be able to be selected by any other users searching for associates.

Once they are selected, the PM would email all of them for availability, price, etc (if this mail merge function was built in that would be a plus), with a response date deadline. Once the PM receives their responses, he should be able to select the associate who wins the project and will remain in the opportunity, and the other associates should be put back into the pool and shown as available (releasing the associates not chosen could be triggered by changing the stage of the project). Again, the chosen associate would not be visible for people searching until the opportunity they are working on changed to completed. Once completed, they would automatically be put back into the database pool.

I look forward to hearing any suggestions and pricing. Thanks!

Kemahiran: PHP, Salesforce.com, Kejuruteraan Perisian

Lihat lagi: searching for designers, salesforce mail merge, project management software for designers, need a associate, match management, manage contractors, mail merge salesforce, m&a associate, i need a designer contractor, independent designers, idea salesforce, find software designer, finding matches, finding match, finding designers, finding a designer for an idea, find designers for projects, find a software contractor, find a internal designer, find a database designer, designer contractors, associate of, salesforce.c, search associates, salesforce

Tentang Majikan:
( 0 ulasan ) United States

ID Projek: #4039658

10 pekerja bebas membida secara purata $805 untuk pekerjaan ini


Hello, Please refer your Inbox for my experiences with Salesforce and more details. Thank you.

$2000 USD dalam 30 hari
(72 Ulasan)

Hi, Ready to start. Check PMB please.

$750 USD dalam 15 hari
(49 Ulasan)

Hi, We are quite comfortable to work on your Project with our excellent team of Programmers & Designers. Please see PMB for our company Work & Experience. Thanks

$1000 USD dalam 45 hari
(28 Ulasan)

Hi, Please check your inbox. Thanks !

$500 USD dalam 7 hari
(13 Ulasan)

I am salesforce certified developer, with more than 7 years of experience. Please check my private message for detail.

$1000 USD dalam 15 hari
(12 Ulasan)

I am salesforce certified developer with 2+ years of experience.

$750 USD dalam 21 hari
(11 Ulasan)

Hello Evan, Hope you are doing great. I am [login to view URL] Certified Developer with more than 5 years of experience on [login to view URL] platform and more than 7 years of overall industry experience. Please see private Lagi

$600 USD dalam 4 hari
(4 Ulasan)

We are freelance software developers. If you contact me I can give a quote for your project and we can discuss the details. www.<b><i>Removed by Freelancer.com Admin for breaching our Terms and Conditions</i></b>.io

$500 USD dalam sehari
(0 Ulasan)

I have been working as a Salesforce Developer from last 2 Years and 4 Months and have delivered same type of projects on/before time with a good quality. Can deliver with in the timings.

$700 USD dalam 15 hari
(0 Ulasan)

we will provide you complete Solution as per your need. For more detail please check our message where you can find our previous work too

$250 USD dalam 4 hari
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