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Set up Salesforce and DocuSign

Discussion in 'Hire a Freelancer' started by CenTex Hosting, Dec 1, 2010.

  1. CenTex Hosting

    CenTex Hosting Jr. VIP Jr. VIP Premium Member

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    I am adding salesforce and docusing to my company. I dont have time to mess with getting it all set up with products and making sure everything works. So I am asking my fellow members here on BHW if any of you have set this up before.
     
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  2. mobileman

    mobileman Newbie

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    I have worked with many CRM's and I am currently using Salesforce. It is easy to use and is very customizable. I could help you with some basic reporting views and lead/marketing catagories, process flow etc.

    But I am not a programmer an do not build any custom features for it. It is pretty cool how they have tons of apps you can download to help you with that stuff.
     
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  3. CenTex Hosting

    CenTex Hosting Jr. VIP Jr. VIP Premium Member

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    yep they have a ton of apps that's why I went with them. Really what I am needing set up is

    A lead comes in, we talk to them and then send out a quote.
    we need product keyed in. Were an seo company and design so not a lot of product.

    when the quote goes out it attaches the docusign document for that product which I still have to do up. I have already set the api up for docusign just need to set the forms up that it sends out.

    and I think we are good for now with that. later we will be using the api to intergrate into our book keeping system so it stream lines the whole process.