We need a researcher to review websites of a list of prospect organisations and update data into a SalesForce readable spreadsheet (ie. use samefields for easy import) - the list has 110 new accounts that will need the standard salesforce fields for an account, as well as some basic Research - no complex financials but will need to be able to identify net assets, expenses, no. Of employees, no. Of offices/Branches, etc by reading the annual report or by looking through the website.
contacts - need to create a contact record in a salesforce readable format that creates a record for each of the directors and senior managers (CxO roles esp. CEO, CFO, CIO, COO, CMO or equivs)
PLEASE NOTE, IF YOU DO NOT KNOW HOW TO DO WEBSITE RESEARCH, IF YOU CAN'T READ A BANKS ANNUAL REPORT AND IDENTIFY KEY METRICS, OR IF YOU DO NOT UNDERSTAND THE CONSTRUCT OF SALESFORCE ACCOUNTS AND CONTACTS THEN PLEASE DO NOT BID!
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PMP, MBA and professional market researcher. Salesforce expert so my list with be salesforce ready and if you want I can upload it to SF too. Sample from a similar report attached for your ready reference.
5 freelancer đang chào giá trung bình $142 cho công việc này
Would love to have a chance to work on this project for you. I may be new on here but I have done very similar work on other freelancing sites. Thank you!