Process Automation Using Salesforce

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About this service

Summary

How much of your day do you or your team spend performing repetitive and redundant tasks? Minutes? Hours? How much time does that eat up in a week or month? Too scared to think about it? Don't worry! I've got you :) I have worked with multiple startups and small/medium sized businesses to help them with these exact problems. I love to help people come together and restructure their tooling and systems to give everyone back the time in their day to do what really matters.
Why you should hire me:
I'm 2x Salesforce certified
I've worked with all sorts of tools and platforms including Salesforce, Hubspot, Outreach, Gainsight, Chorus, Gong, Zapier, Notion, Slack, and many more. If I haven't worked with it, I'm ridiculously quick at picking up new tooling
I am a giant Notion geek and I will write you stunning documentation for all these fabulous new processes I'm going to put in place for you
So shoot me over a message and let me know what's bothering you! I'm certain that we can chat together and come up with a solution that will blow your socks off. You'll wonder why you hadn't reached out to me sooner :) Look forward to talking!

What's included

  • Discovery Call To Understand Needs

    We will get on a zoom call first to align on requirements before any payment is made. Together we'll hash out where you're finding issues and discuss possible solutions.

  • Scope of Project Doc

    I'll then design a scope of project doc to make sure that we are fully aligned on the project. This will include a description of the full deliverables of the project.

  • Direct Work Inside Your Salesforce Production or Sandbox Environment

    After we are fully aligned, I will require access to your production or sandbox environment in Salesforce. I will build out the project as per the specs outlined in the Scope of Project document.

  • Testing and Rollout Materials

    I will provide testing docs & rollout materials so that you can be sure that everything is working exactly as planned, and your users are fully trained and ready to use this new system


Skills and tools

Project Manager
Business Analyst
Notion
Salesforce

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