Overview
I have licensed Salesforce for a telecoms company and need the environment configured to mirror our sales, provisioning, billing and support processes. The current org is vanilla; the first step is to map the customer lifecycle—lead, opportunity, order, service activation, ongoing support—and translate that into custom objects, fields, record types, flows and approval processes suitable for a telecom operation.
Responsibilities
Design and implement a data model that reflects the telecom customer lifecycle with custom objects, fields, and record types.
Create automation (flows, approvals) and appropriate page layouts that support sales, provisioning, billing and support processes.
cleanse, deduplicate and migrate data from spreadsheets and a legacy billing portal into Salesforce to ensure complete and reliable customer records from day one.
Develop dashboards and reports for real-time visibility into sales pipeline, churn, ARPU and ticket volume.
Explore and implement basic integrations to external tools (e.g., billing API, support platform, marketing system) to provide a unified view across systems.
Deliver testable outputs: a configured Salesforce org, successful data migration with spot checks, at least five core dashboards (sales, provisioning status, open tickets, revenue, churn), a basic integration PoC, admin guide and a one-hour walkthrough.
Qualifications & Experience
Experience configuring Salesforce for telecoms or subscription-based environments.
Familiarity with objects such as Product/Price Book, CPQ, Service Cloud, Flow Builder and API integrations.
Ability to map customer lifecycles into custom objects and automated processes.
Strong data migration skills including cleansing, deduplication, and validation against source data.
Deliverables
Configured Salesforce org with telecom-specific objects, automation and page layouts.
Data migration with spot-checked accuracy against source files.
At least five core dashboards: sales, provisioning status, open tickets, revenue, churn.
Basic integration proof-of-concept for one external system (API or packaged connector).
Admin guide and a one-hour walkthrough call for knowledge
Telecom Salesforce Setup Assistance in London employer: Infallibletechie
Infallibletechie is an exceptional employer that fosters a collaborative and innovative work culture, perfect for those passionate about project management and technology. With a focus on employee growth, we offer continuous learning opportunities and the chance to work on impactful projects in a dynamic environment. Located in a vibrant area, our team enjoys a supportive atmosphere that encourages creativity and professional development.
