Construction of a website with lead capture capabilities and integration with Salesforce - CRM environment with insert, update, upsert, delete, and export functions -insurance industry.

Closed job
Częstogniew
Częstogniew
Employer
Job category:
Web pages
Expected budget:

Negotiable

Preferable skills:
api
coding
crm
frontend
html5
web development
web site
wordpress
Published:
Valid until:

Job description

To develop, test and launch a sales portal based on https technology, which, in addition to a clear and readable front-end for visitors, will allow efficient and legally compliant acquisition of data required for bidding and starting cooperation. The system is to be compatible with personal data processing and customer relationship management (CRM) software and provide fully secure storage of this data. Required integration with Salesforce - CRM environment with insert, update, upsert, delete, and export functions. Ability to generate documentation according to the templates of individual TUs. An important aspect is to be able to conclude a contract remotely via modern technologies, electronic signatures and so-called "live-cooking" i.e. assistance in filling out forms by partially taking control of the computer with the user's consent, without final acceptance of the document - which should be possible only from the level of the client. In addition, the solution is to have the ability to work offline and, in an emergency situation, the ability to generate a document, print it and complete all the paperwork outside the office. Possibility of further expansion with API, blog and other SEM / SEO activities.

Required features

described in the details of the order, to be agreed upon after the presentation of the offer to the email

Preferable solution

WordPress, Salesforce Data Loader / Data Import Wizard, graphics lacking but on the pattern of my other site + if possible worth the application of CI insurance company (not by force but recommended). I am interested in an offer to discuss later + price framework in PLN.