Salesforce Architecture, Automation & Admin Services
Starting at
$
80
/hrAbout this service
Summary
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
Industries