Salesforce CRM LaunchAmy Frank
Cover image shows an example pipeline structure for illustration purposes.
What You Get: A hands-on Salesforce setup designed to give your team a clean, usable sales system from day one.
I configure your pipeline, fields, users, data, and dashboards so you can start tracking deals, leads, and performance without chaos or guesswork.
FAQs
Yes. This service is for teams that already have a Salesforce Sales Cloud account or have just purchased one and need it set up. Licensing and account creation are not included.
This setup is designed for small teams of up to five users. It works best for founder led sales teams, agencies, consultants, and small service businesses.
Most projects take one to two weeks once access and data are provided.
Up to two data sources such as spreadsheets or CSV files with up to 50,000 total cells or about 5,000 rows, whichever comes first.
One sales pipeline with up to seven stages is included. Additional pipelines or more complex workflows can be added as a separate project.
One core sales dashboard showing pipeline value, deal count by stage, lead status, and recent activity. This gives a clear view of what is in progress and what is closing. The layout is standardized for reliability, with stage names and fields matched to how the business sells.
No. This service focuses on getting Salesforce set up cleanly with the right structure, data, and reporting. Advanced automations and custom development are separate.
You get a live walkthrough and a short setup guide that shows how to use the pipeline, update records, and read the dashboard.
Yes. Many teams start with this setup and then add additional users, automation, integrations, or additional reporting as a follow-up engagement.
Starting at$2,750
Duration3 weeks
Tags
Google Sheets
Microsoft Excel
Salesforce
Tableau
Business Operations
Business Analyst
Operations Manager
Service provided by
Amy Frank Phoenix, USA
- 27
- Followers
Salesforce CRM LaunchAmy Frank
Starting at$2,750
Duration3 weeks
Tags
Google Sheets
Microsoft Excel
Salesforce
Tableau
Business Operations
Business Analyst
Operations Manager
Cover image shows an example pipeline structure for illustration purposes.
What You Get: A hands-on Salesforce setup designed to give your team a clean, usable sales system from day one.
I configure your pipeline, fields, users, data, and dashboards so you can start tracking deals, leads, and performance without chaos or guesswork.
FAQs
Yes. This service is for teams that already have a Salesforce Sales Cloud account or have just purchased one and need it set up. Licensing and account creation are not included.
This setup is designed for small teams of up to five users. It works best for founder led sales teams, agencies, consultants, and small service businesses.
Most projects take one to two weeks once access and data are provided.
Up to two data sources such as spreadsheets or CSV files with up to 50,000 total cells or about 5,000 rows, whichever comes first.
One sales pipeline with up to seven stages is included. Additional pipelines or more complex workflows can be added as a separate project.
One core sales dashboard showing pipeline value, deal count by stage, lead status, and recent activity. This gives a clear view of what is in progress and what is closing. The layout is standardized for reliability, with stage names and fields matched to how the business sells.
No. This service focuses on getting Salesforce set up cleanly with the right structure, data, and reporting. Advanced automations and custom development are separate.
You get a live walkthrough and a short setup guide that shows how to use the pipeline, update records, and read the dashboard.
Yes. Many teams start with this setup and then add additional users, automation, integrations, or additional reporting as a follow-up engagement.
$2,750