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Charles BurrowsCharles Burrows 

Hi Guys I run a small wealth consultancy I need someone to help me set up my salesforce so i can get the most out of it!

I have had a IT specialist with knowledge of Salesforce in he spent two days and really did not provide much value. I am looking to pay someone to configure my salesforce so my team can work solely from there. I need 100% intergration with Microsoft office so all calendars, emails are synced. I need a calendar on my salesforce for everyone to share and use. I need the ability to attach my emails to leads, clients and opportunities, I need some detailed configuration of client and opportunity pages. My company is set to grow big and this could turn into a fulltime placement. feel free to email me charles at empire hyphen consulting dot com dot br not sure if you can post your contact info here but sure you can work that out. The br stands for brazil like dot co dot uk for uk
Omveer kundu 8Omveer kundu 8
Hi Charles
Your All Requriments Are  Esaily Fullfill Please Contact Me And Preferred Time Talk
Omveer kundu 8Omveer kundu 8
Its My Linkedin Profile
https://in.linkedin.com/in/omveer-kundu-46830bb4 
http://certification.salesforce.com/certification-detail-print?conId=003G000002JHbEbIAL
Charles BurrowsCharles Burrows
Hi omveer thanks for your email. How much do you charge and how do you charge per hour or per project?
Ravi Dutt SharmaRavi Dutt Sharma
Hey Charles,

I would love to be a part of this. Here's my LinkedIn profile : https://in.linkedin.com/in/raviduttsharma0
Please contact me on LinkedIn, if interested. Thanks.
Rajas KondolikarRajas Kondolikar
Hi Charles,
I read your posting and feel you need a proper SalesForce consulting partner to do this job. When you hire an individual for this task their expertise are limited and no accountability. You can hire an individual later once the initial integration is complete. We (Horizon Consulting Inc.) are a certified salesforce consulting partner. We have all the expertise required to satisfactorily complete any simple or complex project in Salesforce. Please allow us to work on your requirement. We will have your entire integration done smoothly. Entire liability to complete the integration and support will be with Horizon Consulting. And we charge a reasonable fee for the same, so you don't pay exorbitant rates charged by other firms in the market. Please let me know if you would like to discuss this in detail. I could not reach you on the email you mentioned. You can email me at rajas@horizonconsulting-inc.com
Or call +1 614-282-9580
Have a great day..!!
Rajas
 
Kamela Arya - Janati ConsultingKamela Arya - Janati Consulting
Hello Charles,
Janati Consulting (www.janaticonsulting.com) is a small consulting group specializing in Saleforce projects.  We have reasonable rates and great results.  Please take a look at our website to see how we work and why we are different then most consulting firms.  You can reach me at karya@janaticonsulting.com.
BTrainer.DevBTrainer.Dev
Hello Charles, 

I am a experienced Salesforce Administrator with over 8 years experience in Salesforce. I have been an Admin, Business Analyst, Project Manager and everything in between. Here is a summary of accomplishments over the past years. 
 
  • Managed complex integration which passed sales and hierarchy data into Salesforce from back-end SQL server tables utilizing DBAmp integration software.
  • Participated in a project to replace the DBAmp integration (above) with Informatica Cloud using the Salesforce API.
  • Setup and customized application for a portion of the Underwriting Division to enable them to manage Trial Policy Applications. I managed the portion of the project which included creation of user stories, process review and modification, integrations, visual flow, approvals, workflows and prospective client communications.
  • Managed project which involved passing insurance policy details to Salesforce using Informatica Cloud. Policy data came from multiple back-end systems which included 3 layers of databases transforming the data to be usable by Salesforce.
  • Setup integration with DocuSign to enable Customers to easily sign new business contracts and have that information passed back into a child-object related to the Customer’s Account.
  • Setup processes in Salesforce using Process Composer for entire service division. This included review, modification and mapping to Salesforce to make process easier for end-users.
  • Worked with external vendor to setup alerts for internal users on status of cases for external customers.
  • Managed project to integrate marketing print house with internal marketing material management in Salesforce.
  • Setup seminar and conference tracking for Sales division.

If you still need help configuring your Salesforce feel free to reach out to me. My email is brooketrainer at gmail dot com

Sincerely, 

Brooke Trainer
 
Chante Gainey 3Chante Gainey 3
Hi Charles, just responding to an old post, i see that you are in wealth management, i am a Investor Relation Advisor here in Atlanta. I wanted to know if you had any clients that may be looking for viable opportunities or projects to invest in? If so, let me know, we have a very broad base of clients looking for financial injection. Thanks.