Optimize Business with Salesforce Automation & CRM Consulting by Lalit Yadav

Optimize Business with Salesforce Automation & CRM Consulting

Lalit Yadav

Contact for pricing

About this service

Summary

I help businesses optimize and automate their Salesforce workflows to improve productivity and reduce manual overhead. With 10+ years of CRM experience, I deliver custom automation, data visibility improvements, and actionable insights tailored to your goals.

Process

Discovery Call: Understand your current setup, pain points, and goals. Audit & Recommendation: Analyze your Salesforce workflows and provide a tailored optimization plan. Implementation: Configure automations, workflows, dashboards, and integrations as needed. Testing & Handoff: QA the setup with your team, provide documentation, and offer post-implementation support.

FAQs

Do I need to give full access to my Salesforce account?
No, we can begin with view-only access or a sandbox environment. I follow secure practices at every stage.
Can you work with Salesforce Essentials, Professional, or Enterprise?
Yes, I’ve worked across all tiers and will adjust the solution based on your subscription level.
Do you offer one-time fixes as well as ongoing support?
Absolutely! I offer both project-based and retainer-based services depending on your needs.

What's included

Salesforce Workflow Audit & Optimization
A comprehensive review of your existing Salesforce workflows with detailed recommendations and implementation of efficiency improvements, including automation using Flow Builder or Process Builder.
Custom Salesforce Automation Setup
Design and build tailored automation using Salesforce Flows, Process Builder, or Apex triggers to streamline business processes such as lead assignment, email alerts, and opportunity management.
Dashboard & Report Configuration
Creation or optimization of Salesforce dashboards and reports to ensure your team has real-time, actionable insights across sales, marketing, or customer support operations.
Third-Party Integration (e.g., Slack, HubSpot, Zapier)
Setup and configuration of integrations between Salesforce and third-party tools to ensure smooth data flow and automation across platforms.

Recommendations

(5.0)

Erlen Masson • anonivate

Client • Mar 30, 2025

Recommended

Lalit is fantastic at his job and we are so happy to be working with him!

Recommended

Lalit is such a top class team player and we love working with him in many projects and continue do collaborate and do great work together!

Client • Jul 29, 2025

Ben Deckey • Biji Labs

Client • Feb 6, 2025

Recommended

Lalit was a blessing to work with! We were on a bit of a time crunch and he stepped up and got to work immediately. He also was very knowledgeable on different solutions to problems that we faced throughout the build. I recommend 100%

Valerie Longo • PCI Communications

Client • Feb 4, 2025

Recommended

We have been working with Lalit for many years - through many businesses and he does fabulous work. He is always so very helpful and willing to talk through the best solutions for our projects. We highly recommend Lalit to anyone who needs website services or hosting!