Automate Customer Emails

Cerrado Publicado Aug 5, 2014 Pagado a la entrega
Cerrado Pagado a la entrega

First, I am not a founder or CEO. I am a sales representative that is looking for a script or program to help automate a portion of my workday. I cannot integrate with SalesForce, because this is not something every sales rep will have access to. I am doing this to gain a competitive advantage at my workplace.

The software program needs to be able to:

-Run a report in SalesForce

-Export the report to Excel file

-Cross reference the excel file for duplicates

***The report will be new sales leads that come into salesforce. I want the report generated every hour, but I don't want to email customers more than once per day. Salesforce reports can not be edited by the hour, so I need to generate the report, export the records to an excel file, and repeat every hour, but then consolidate the file to erase any duplicate leads.

-Send a mass mailing email using the excel file (or however you want to store the data.) Right now I do this using the Mail Merge option in Microsoft Word. The only requirement is it must come from my work email address (can supply exchange password information) and it cannot say "on behalf of" etc. like many mail providers do.

-Repeat every hour on the hour from 8 - 8 EST

Arquitectura de software

Nº del proyecto: #6283493

Sobre el proyecto

6 propuestas Proyecto remoto Activo Sep 11, 2014

6 freelancers están ofertando un promedio de $446 por este trabajo

dpune

Hi, I have more than 14 years of exp and I am expert in this kind of work. I have completed more than 210 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive Más

$500 USD en 15 días
(65 comentarios)
5.6
dabing1205

一个有效的提议尚未被提供

$444 USD en 7 días
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4.9
ourious

Hi, I have more then 4 years of exp. in Salesforce with developer, administrator and service cloud implementation expert certification. I understood your whole requirement and i thing that this can be achieved usi Más

$400 USD en 10 días
(96 comentarios)
4.9