Salesforce CRM Setup & Automation ConsultingLalit Yadav
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.
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.
FAQs
No, we can begin with view-only access or a sandbox environment. I follow secure practices at every stage.
Yes, I’ve worked across all tiers and will adjust the solution based on your subscription level.
Absolutely! I offer both project-based and retainer-based services depending on your needs.
Contact for pricing
Tags
Microsoft Excel
Salesforce
Tableau
WebAutomation
Zapier
Business Analyst
Business Operations
Business Workflow Automation
Service provided by
Lalit Yadav maxIndia
- $50k+
- Earned
- 49
- Paid projects
- 5.00
- Rating
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- Followers
Salesforce CRM Setup & Automation ConsultingLalit Yadav
Contact for pricing
Tags
Microsoft Excel
Salesforce
Tableau
WebAutomation
Zapier
Business Analyst
Business Operations
Business Workflow Automation
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.
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.
FAQs
No, we can begin with view-only access or a sandbox environment. I follow secure practices at every stage.
Yes, I’ve worked across all tiers and will adjust the solution based on your subscription level.
Absolutely! I offer both project-based and retainer-based services depending on your needs.
Contact for pricing