What should I look for in a Salesforce expert's profile?
Check if they have experience with businesses like yours. Look for reviews from past clients. Make sure they have skills in Salesforce areas you need, like marketing automation or CRM setup.
How can I evaluate a Salesforce expert's past work?
Ask for examples of their previous projects. See if they have created dashboards or workflows like what you need. Check if they can explain their past work clearly.
How do I define clear deliverables with a Salesforce expert?
List what you want them to do, like building a custom report. Ask them to repeat what they will deliver to ensure understanding. Make a simple checklist of the expected outcomes.
What is essential for setting project timelines with a Salesforce expert?
Ask the expert how long they think each task will take. Decide together on a schedule for when things should be done. Remember to include time for testing the work.
How do I ensure the Salesforce expert and I communicate well?
Set up regular meetings to talk about the project. Agree on how often you will check in by phone or email. Make sure both sides understand each other clearly.
What should I do to prepare for the first meeting with a Salesforce expert?
Make a list of what your business needs from Salesforce. Think of questions about their experience. Be ready to explain your project goals simply.
How can I make sure the Salesforce expert understands my business needs?
Share information about your business and what you want to achieve. Ask if they have worked with similar businesses before. Make sure they can explain how they’ll use Salesforce to help.
What tools or access should I provide to the Salesforce expert?
Give access to the Salesforce platform if needed. Share any data or reports they will need to work on. Make sure they have all the info they need to start quickly.
How can I assess the ongoing progress of a Salesforce project?
Ask for regular updates or demonstrations of what they’ve completed. Use the checklist of deliverables to see what’s done. Make sure any questions or worries are addressed right away.
What factors should I consider when defining the scope of a Salesforce project?
Decide what is most important for your business goals. Think about which tasks are high priority and which can wait. Clearly outline what you want to achieve at each project stage.
Who is Contra for?
Contra is designed for both freelancers (referred to as "independents") and clients. Freelancers can showcase their work, connect with clients, and manage projects commission-free. Clients can discover and hire top freelance talent for their projects.
What is the vision of Contra?
Contra aims to revolutionize the world of work by providing an all-in-one platform that empowers freelancers and clients to connect and collaborate seamlessly, eliminating traditional barriers and commission fees.
