Salesforce Architecture, Automation & Admin Services

Breena FitzGerald

Starting at

/hr

About this service

Summary

I provide end-to-end Salesforce architecture, automation, and admin support, combined with business operations consulting and process optimization. With nearly 20 years of experience and dual master’s degrees (MBA and Master of Business Intelligence and Analytics), I help businesses streamline operations, automate workflows, and develop clear documentation for scalable growth.

Process

Discovery & Consultation: We start with a discovery call or project brief to review your business goals, current systems, and project scope.

Assessment & Planning: I conduct a full review of your Salesforce org and/or business operations and develop a tailored optimization and automation plan.

Implementation: I execute the agreed-upon strategy, including Salesforce configuration, automation setup, process documentation, and workflow mapping.

Testing & Review: We thoroughly test all systems, automations, and processes to ensure accuracy and smooth functionality.

Delivery & Training: I deliver final documentation, reports, and provide optional user training or handoff sessions to ensure long-term success.

FAQs

What industries do you specialize in?
I frequently work with clients in insurance, banking, tech, and AI-focused industries, but my methods are applicable across sectors seeking operational efficiency and automation.
Do I need to already have Salesforce set up?
No. I can assist with new Salesforce org setups, optimize existing systems, or help with automation and reporting on an established platform.
Can you work with other CRM systems?
While Salesforce is my specialty, I can also advise on CRM strategy, operations, and automation for other platforms like HubSpot, Mondaycom or Zoho.
Do you offer ongoing support?
Yes! I offer hourly, project-based, and retainer options for continued Salesforce administration, process optimization, or operational consulting.

What's included

Salesforce System Design, Automation & Configuration
Comprehensive Salesforce architecture and system setup, including custom objects, fields, security settings, user roles, and workflow automations to streamline business operations and improve scalability.
Salesforce Reporting, Dashboards & System Documentation
Development of actionable reports and dashboards, plus detailed system documentation and user-friendly guides to empower your team to manage and maintain Salesforce effectively.
Business Operations Process Review & Optimization Plan
Detailed analysis of existing business operations with actionable recommendations for process improvements, automation opportunities, and system optimization strategies.
Automation Strategy & Workflow Mapping
Design of automation strategy and workflow maps for key business processes, identifying opportunities for improved efficiency and reduced manual work across systems.
SOP & Internal Documentation Development
Creation of clear, actionable Standard Operating Procedures (SOPs), process documentation, and training materials to standardize operations and improve team efficiency.

Skills and tools

Operations Manager

Project Manager

Business Operations

HubSpot

Microsoft Dynamics 365

monday.com

Salesforce

Zoho CRM

Industries

Insurance

Banking & Loans

Artificial Intelligence