Salesforce Architecture, Automation & Admin ServicesBreena FitzGerald
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.
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.
FAQs
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.
No. I can assist with new Salesforce org setups, optimize existing systems, or help with automation and reporting on an established platform.
While Salesforce is my specialty, I can also advise on CRM strategy, operations, and automation for other platforms like HubSpot, Mondaycom or Zoho.
Yes! I offer hourly, project-based, and retainer options for continued Salesforce administration, process optimization, or operational consulting.
Starting at$80 /hr
Tags
HubSpot
Microsoft Dynamics 365
monday.com
Salesforce
Zoho CRM
Business Operations
Operations Manager
Project Manager
Service provided by
Breena FitzGerald Bend, USA
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- Followers
Salesforce Architecture, Automation & Admin ServicesBreena FitzGerald
Starting at$80 /hr
Tags
HubSpot
Microsoft Dynamics 365
monday.com
Salesforce
Zoho CRM
Business Operations
Operations Manager
Project Manager
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.
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.
FAQs
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.
No. I can assist with new Salesforce org setups, optimize existing systems, or help with automation and reporting on an established platform.
While Salesforce is my specialty, I can also advise on CRM strategy, operations, and automation for other platforms like HubSpot, Mondaycom or Zoho.
Yes! I offer hourly, project-based, and retainer options for continued Salesforce administration, process optimization, or operational consulting.
$80 /hr