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$
USD
I will automate salesforce lead qualification and approval process
Ankush
About this gig
Are you struggling with poor lead quality, duplicate Accounts and Contacts, unclear BDR handoffs, or limited visibility into your Salesforce Lead conversion process?
I can help you design and implement a structured Salesforce Lead Lifecycle that improves lead qualification, streamlines approvals, and provides complete visibility into your sales pipeline.
Using Salesforce best practices, I can configure Lead stages such as Raw Lead, Engaged, MQL, Pending Approval, Approved, Converted, and Disqualified. Automated workflows and approval processes help ensure data quality, reduce duplicates, and streamline Lead conversion.
What I can configure for you:
- Lead Lifecycle Setup
- Lead Status Management
- Approval Processes
- Validation Rules
- Flow Automation
- Email & Alerts
- Custom Page Layouts
- Record Types & Field Configuration
- Contact Lifecycle Management
- Analytics & Tracking Fields
- Reports & Dashboards
- Lead Conversion Tracking
- User Roles, Permissions & Access Control
- Documentation & User Guidance
Why choose this service?
- Improve Lead Quality & Reduce Duplicate Records
- Standardise Sales Processes & Increase Team Productivity
Get to know Ankush
Ankush
Marketing Analyst
- FromIndia
- Member sinceFeb 2024
- Avg. response time1 hour
Languages
Hindi, English
Hi, I'm Ankush, a Marketing Analytics and Salesforce professional with 3+ years of experience helping businesses turn data into actionable insights. I specialize in Salesforce Administration, SQL, Tableau, GA4, GTM, BigQuery, dashboard development, reporting automation, and data analysis. I've worked with sales and marketing teams to optimize CRM processes, automate workflows, and build impactful reports and dashboards. I focus on delivering accurate, scalable solutions with clear communication, timely delivery, and a strong business-oriented approach.
My Portfolio
FAQ
Can you create a complete Lead approval process in Salesforce?
Yes. I can configure the Lead approval process, approval actions, rejection actions, email alerts, approver selection field, and validation rules.
Can you stop users from converting Leads?
Yes. I can help control Lead conversion access using profile permissions, permission sets, validation rules, page layouts, and business process design.
Can you build reports for BDR performance?
Yes. I can create reports to track Lead stages, approval status, conversion status, rejected Leads, and BDR performance.
Can you reduce duplicate Accounts and Contacts?
I can design the process to reduce duplicates by adding manual approval and conversion review steps. Duplicate prevention also depends on your existing matching rules, duplicate rules, and data quality.
Do you provide documentation?
Yes. Documentation can be included in the Standard or Premium package.
Do you work directly in Production?
Preferably, changes should first be built and tested in Sandbox. After approval, they can be deployed to Production.
