Salesforce CRM Setup & Automation Consulting
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About this service
Summary
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)
Client • Jun 2, 2025
Recommended
We’ve worked with Sumit on a variety of projects and have always been impressed by their customer service, attention to detail, and the final product. They consistently deliver high-quality results and make the process smooth and enjoyable.
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