Browse categories
Explore
Fiverr Pro
English
$
USD
I will configure salesforce for contractors, builders and sales pipeline automat
CRM and business automation specialist
Hello! I'm David Schmid, a CRM and business automation specialist dedicated to helping contractors, builders, and service-based businesses optimize their operations. I specialize in JobNimbus CRM setu...
About this Gig
Professional Salesforce CRM Setup for Contractors and Builders
Are you a contractor, builder, construction company, or field service business looking to streamline your sales process and automate repetitive tasks?
I will professionally configure Salesforce CRM to help you manage leads, track opportunities, automate follow-ups, and improve customer relationships. Whether you're starting from scratch or optimizing an existing Salesforce account, I will create a customized CRM solution that supports your business growth.
- What You'll Get
- Salesforce CRM Configuration
- Lead & Contact Management
- Sales Pipeline Setup
- Workflow Automation
- Opportunity Tracking
- Custom Fields & Objects
- Reports & Dashboards
- Task & Follow-Up Automation
- User Roles & Permissions
- Data Import Assistance
- Process Optimization
- CRM Best Practices
Industries I Serve
- General Contractors
- Home Builders
- Construction Companies
- Roofing Contractors
- Remodeling Companies
- HVAC Contractors
- Plumbing Businesses
- Electrical Contractors
- Restoration Services
- LanLandscaping Companies
Why Choose Me?
Professional Salesforce setup with custom automation, organized workflows, lead management, and reli
Financial software:
QuickBooks
•
Wave
•
Xero
Industry:
Construction
•
E-Commerce
•
Financial services
Target country:
France
•
United States
•
Norway
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
Do I need an active Salesforce account?
Yes, you should have an active Salesforce account before placing an order.
Can you customize Salesforce for my construction business?
Absolutely. I tailor every setup to match your workflow, sales process, and business goals.
Can you automate follow-ups and task management?
Yes. I can create automated workflows, notifications, reminders, and lead nurturing processes.
