We are a small independent escrow company in Los Angeles. Our two-person sales team builds relationships with real estate agents, brokers, lenders and attorneys. We need a Salesforce administrator to set up a clean, simple CRM and train us to run it ourselves.
TIMELINE: The full build must be finished within 3 weeks of starting. Please apply only if you can start right away and meet that deadline.
WHAT YOU WILL BUILD
- Accounts and contacts with one sales owner per account
- A relationship stage for each contact, from New through Active and Quiet
- A simple manual log for counting orders by referring contact
- Automatic follow-up tasks, including a check-in after 90 days with no order
- A sales dashboard and a filtered view for each rep
- A small compliance log, reviewed by our manager
- Import and cleanup of our business contacts from spreadsheets (we will share the count with shortlisted applicants)
- One recorded training session, two short how-to videos, a short admin guide and 30 days of bug fixes
IMPORTANT REQUIREMENTS
- Point-and-click configuration, with no custom code
- Automation creates tasks only and sends nothing outside the company
- No client information goes into Salesforce, and email sync stays off
- Multi-factor authentication and lowest-necessary access for every user
- Build with sample data until the final import
- We own the account, the configuration and the data
YOU ARE A GOOD FIT IF YOU HAVE
- A current Salesforce Administrator certification that we can verify
- Recent experience setting up Salesforce for small teams
- Strong reviews on similar projects
- Clear written English, and availability for a few video calls during Pacific Time mornings
- Experience with title, escrow, mortgage or real estate companies (a plus, not required)
HOW WE WILL WORK
1. We start with a small paid test of about $100. You give us a one-page plan with your edition recommendation (Starter Suite or Pro Suite), data model, risks and fixed quote. Shortlisted applicants receive the full spec first.
2. If the plan is a fit, we move to a fixed-price build with milestones. Our maximum budget for the build is $4,000, not including Salesforce licenses.
TO APPLY, PLEASE ANSWER THESE QUESTIONS
1. Link or describe one similar Salesforce setup for a team of under 10 users. What did you build, and what would you do differently?
2. Would you start this project on Starter Suite or Pro Suite? Why, and what limit would concern you most?
3. How would you automatically flag a contact with no order in 90 days? Name the Salesforce features you would use.
4. How would you make sure sales reps do not enter sensitive client information into free-text fields?
5. Which Salesforce certifications do you hold, and what name are they listed under so we can verify them?
6. What is your fixed price for the paid test, and what is your rough range for the full build?
7. How soon can you start, and can you finish within 3 weeks?
8. Please begin your answer to Question 1 with the word "Lake" so we know you read this post.
Please do not send a generic proposal. Short, specific answers are better than long ones.
