Our agency will provide expert salesforce CRM consulting by the hour

J
joancarvajal
5.0
5.0

Mexico

English, Spanish, Portuguese

5 orders completed

Salesforce Experts, CRM Automation, Digital Transformation Strategist

We are a Salesforce Partner and Digital Transformation Strategist with over a decade of experience helping businesses grow smarter. I specialize in Salesforce Sales Cloud implementations, CRM automati...
Vetted by Fiverr Pro

Studio DX was selected by the Fiverr Pro team for their expertise.

Vetted for

  • Project Management

About this Gig

BASIC Package

Name: Starter Session

Description:

A 60-minute 1:1 live session to address a specific Salesforce challenge. We'll cover your current pain point, propose quick solutions, and guide you step-by-step through the fix. Ideal for simple tasks, troubleshooting, or platform walkthroughs.

Includes:

Account setup

Training session

Delivery: 2 Days


STANDARD Package

Name: Strategy & Support

Description:

2-hour session focused on optimizing your Salesforce environment. We'll review your current setup, manage user roles, suggest automation improvements, and address your most pressing CRM needs.

Includes:

Account setup

Training session

Account management

Automation planning

Delivery: 3 Days


PREMIUM Package

Name: Full CRM Optimization

Description:

A deep 4-hour consultation split into multiple sessions. This package includes an in-depth review of your Salesforce org, account management, workflow automation planning, and a tailored analytics/reporting strategy to improve efficiency across teams.

Includes:

Account setup

Training session

Account management

Automation planning

Analytics report

Delivery: 4 Days

Software:

Salesforce

Industry:

Business services & consulting

•

Engineering

Reviews

2 reviews for this Gig
5.0

(2)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • R

    rhonda_ashlee

    US

    United States

    5

    Joan was absolutely fantastic to work with! I needed help understanding several Salesforce concepts, particularly around report and dashboard creation, and he was the perfect person to guide me through the process. He explained everything clearly, took the time to walk through each step, and made sure...

    $100-$200

    Price

    8 days

    Duration

    Helpful?
    Yes
    No
  • V

    verana25

    PE

    Peru

    Ongoing collaboration
    5

    Very good job. Thanks Joan.

    $200-$400

    Price

    9 days

    Duration

    Helpful?
    Yes
    No
Reviews

2 reviews for this Gig
5.0

(2)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • R

    rhonda_ashlee

    US

    United States

    5

    Joan was absolutely fantastic to work with! I needed help understanding several Salesforce concepts, particularly around report and dashboard creation, and he was the perfect person to guide me through the process. He explained everything clearly, took the time to walk through each step, and made sure...

    $100-$200

    Price

    8 days

    Duration

    Helpful?
    Yes
    No
  • V

    verana25

    PE

    Peru

    Ongoing collaboration
    5

    Very good job. Thanks Joan.

    $200-$400

    Price

    9 days

    Duration

    Helpful?
    Yes
    No

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