Salesforce Onsite Integration & Training

Infallibletechie; Indore District; On-site; INR 1,638,543; Full time

Job summary

A technology consulting company is seeking a Salesforce expert to set up and customize Salesforce, integrate Outlook, and train the team onsite in Indore, Madhya Pradesh. The role requires a proven background in Salesforce and a capacity to train non-technical team members within a fixed budget of $100 and duration of 5–7 days.

Qualifications

• Proven experience in Salesforce setup, customization, and Outlook integration.
• Ability to train non-technical users in simple language.
• Available to work onsite at our Indore office.
• Can complete setup and training within 5–7 days.

Responsibilities

• Customize Salesforce according to workflow and automate processes.
• Connect Salesforce with Outlook for seamless email management.
• Conduct hands-on training for the team on Salesforce usage.
• Assist in cleaning and organizing existing data if time permits.

Job description

Overview

Open position for a Salesforce expert to perform Salesforce setup, Outlook integration, and team training onsite at our Indore office. Location: Indore, Madhya Pradesh. Budget: $100 (fixed). Duration: 5–7 days. Posted recently; ends in 5 days.

Responsibilities

• CRM Structuring & Customization: Customize Salesforce according to workflow (Buyers, Suppliers, Products, Contracts). Create necessary fields, page layouts, and reports. Automate lead, inquiry, and follow-up processes.
• Outlook Integration: Connect Salesforce with Outlook for sending and receiving emails through a common business email ID. Ensure smooth syncing of contacts and communication tracking.
• Training: Conduct step-by-step hands-on training for the team on Salesforce usage. Explain how to manage contacts, leads, and reports efficiently. Provide basic documentation or video walkthrough for future reference.
• Optional (if time allows): Help clean and organize existing data. Create templates for follow-ups and contracts.

Requirements

• Proven experience in Salesforce setup, customization, and Outlook integration.
• Ability to train non-technical users in simple language.
• Available to work onsite at our Indore office.
• Can complete setup and training within 5–7 days.

Deliverables

• Fully configured and tested Salesforce CRM
• Outlook email integration working properly
• Trained team members ready to use the system
• Basic setup documentation

Details

• Budget: $100 (fixed)
• Duration: 5–7 days
• Location: Indore, Madhya Pradesh (Onsite only)