I will organize and enter data into your CRM

United States

I speak English

Administrative Assistant and Business Coordinator

I am an experienced administrative and operations professional specializing in business coordination, CRM administration, and process improvement. With a background in operations management, real esta...
About this Gig

Is your Salesforce CRM cluttered, disorganized, or difficult to manage? I can help you get your data organized, accurate, and working for your business!

As an experienced Salesforce administrator with a background in business operations, real estate, and lead management, I understand the importance of keeping your CRM clean, structured, and efficient.


My services include:

  • CRM Data Entry: Entering contacts, leads, accounts, opportunities, and other records accurately.
  • Data Cleanup: Identifying duplicate records, correcting errors, and standardizing information.
  • Salesforce Organization: Organizing records and improving data consistency for easier navigation.
  • Lead Management: Updating lead information, statuses, assignments, and follow-up details.
  • Spreadsheet Imports: Preparing Excel or CSV files and assisting with data imports into Salesforce.
  • Data Auditing: Reviewing existing records for missing, outdated, or inconsistent information.
  • Custom Field & Object Assistance: Helping organize Salesforce fields and custom objects to better support your workflow.


Whether you need a one-time CRM cleanup, help entering hundreds of records, or ongoing administrative support, Im here to help!


Software:

Salesforce

Industry:

Marketing & advertising

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Real estate

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Insurance