Hello,
I can handle your unique needs because I have a lot of experience. Expert in using MSG91 for effective email and SMS capabilities, I am also skilled at combining platforms with ease.
I can import and update leads, collect financial and personal information, set up a strong ticketing system for product requirements, and keep close tabs on revenue cycles and sales execution phases.
With my deep knowledge of CRM features, I can provide customized solutions for your Wealth Management business that are both generous and effective.
My skills:
SFDC Development, Lightning Application, Apex Language, Visual Force Pages, Classes, Controllers, Triggers, Indexes, Locks Web Services, Components, Tabs, Apex Web services, Custom Objects, Reports, Analytic Snapshots and Dashboards, Profiles, Creating Roles, Page Layouts, Org - Wide default, Sharing rules, Workflows.
Lets discuss this project in more detail.
Best Regards
Imtiyaz