CRM customization - SalesforceHealth
You'll have a 30 minute call to discuss the scope and deliverables of the project directly with The Meaningful Life Center, and for them to confirm you're a good fit.
Once accepted, you'll be able to get right to work. We will check in with you periodically to make sure you have everything you need.
We would like to optimize our CRM (Salesforce) by building API's to some of our other programs.
1) Connecting it to our QuickBooks accounting tool
2) Connecting to AccessAlley, our online course manager
In addition, we have 3 more reports we'd like to add to our KPI dashboard in order to have more insight into our success/growth/opportunities. We are a very small team, pumping out tons of content every day that is changing people's lives. However, we don't have the expertise or resources to keep up with our technology. We have been so lucky to have the not for profit salesforce license and with your help, we can use it to grow our organization and do our jobs better of helping people in their quest for meaning in life and personal purpose. We have spec'd out the Salesforce to Quickbooks API identifying how the two should speak to each other. In addition, we identified which reports we'd like to add to our KPI dashboard. Once the project is complete, we will be about to increase our efficiency since we won't need to double input all our opportunities into both SF and QuickBooks.
The Meaningful Life Center (MLC) is a spiritual health center that empowers you to find meaning in everything you do and discovers your personal mission in life. Through a wide variety of live and published programming, videos, webcasts, podcasts, articles, and personally customized counseling and materials, the MLC offers you empowering and potent life skills that improve every aspect of your life. From love and relationships to work and finance, from fear and anxiety to joy and celebration, from birth to death all life cycles in between, you can look forward to an exhilarating journey, which will both stimulate and provoke you to actualize your enormous potential and reach unprecedented heights.
The Meaningful Life Center is built on the belief that life is precious and that every individual has a unique and indispensable contribution to make. Oliver Wendell Holmes wrote: Alas for those that never sing but die with all their music in them. The MLC is dedicated to assure that you find and sing your special song.
We extend an invitation for learning and growing to everyone! Come, explore, and discover how to live a truly happy and amazing life… living up to your highest potential.
CRM customization - Salesforce
Member since 2018-10-23