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Paul Tierney
Need some consultant advice for initial data import and org structure
Hey guys,
I am in charge of implementing salesforce into a service related contracting company. We are transitioning from Verizon connect, and QuickBooks (both are used as as "CRMs" currently).
I'm looking for a bit of help thinking about, and setting up the initial data import, and a little guidance setting up the service apps to make things easy for the service reps to use the platform.
I've made good progress on my own, but I want to make sure I get it right. As I nead the end of the data cleaning phase, it makes snese to reach out for help at this point.
Is anyone interested in helping me think about/implement this?
Thanks all.
I am in charge of implementing salesforce into a service related contracting company. We are transitioning from Verizon connect, and QuickBooks (both are used as as "CRMs" currently).
I'm looking for a bit of help thinking about, and setting up the initial data import, and a little guidance setting up the service apps to make things easy for the service reps to use the platform.
I've made good progress on my own, but I want to make sure I get it right. As I nead the end of the data cleaning phase, it makes snese to reach out for help at this point.
Is anyone interested in helping me think about/implement this?
Thanks all.
Please mark this as the best answer so that I can close the query and keep our community clean.
Thanks in Advance.
All Answers
Don't Post this kind of emails on this Site.
Regards,
Salesforce Support.
Please let me know and I can try to understand your business scenario and see if I can help you. 2 heads are better than one, anyday. My email is rejithvarma@gmail.com
best regards
Rejith
@Rejith: Thanks for the offer, sending email now.
Please mark this as the best answer so that I can close the query and keep our community clean.
Thanks in Advance.
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