I will do your salesforce CRM implementation and automation
About this Gig
Are you overwhelmed by manual processes, missing data insights, or unsure of what to automate and when? Is your team making mistakes or lacking clarity on how to implement and integrate Salesforce effectively?
With my team of Salesforce experts, I help businesses like yours gain clarity and control over their customer management with a comprehensive, step-by-step approach to Salesforce CRM.
Here's how I can help:
1. Discovery
We start with a 1-hour consultation to understand your business needs and discuss any questions you have.
2. CRM Consulting
We have a monthly 1-hour call (or split into two calls) where I come alongside your projects as your CRM & Automations Expert. Plus, you will get access to a private Slack channel to ask me anything anytime and receive text, screen recordings and voice message from me.
3. CRM Implementation
We handle the full implementation - setting up your pipeline, automations, and app integrations - ensuring everything runs smoothly, so your team can focus on what they do best.
Contact me for a 15 min call and discover how we can streamline your CRM processes with Salesforce to help your team work smarter, not harder!
Software:
Salesforce
FAQ
Which Salesforce Cloud products do you implement?
We implement Salesforce's Sales Cloud as a core CRM and any apps that need to be integrated with it such as email marketing tools, document generation/sending, and billing tools just to name a few.
What is included in the Implementation Pack?
The Implementation Pack includes setting up the core CRM features, such as your sales pipeline, objects, fields, layouts, reports, dashboards, automations, as well as any app integrations you need. We do a 1-hour call and have short kick-off calls for any complex tasks if needed.
What does "1 Month of Implementation" mean?
Our Implementation Pack is offered as a monthly subscription that can be paused or canceled anytime. The duration of the implementation is up to you—some clients complete it in a month, while others need more time based on their needs and ressources.
What does our cooperation look like during the Implementation?
You will get access to our Task Management System where you can submit requests, adjust task priorities, track the implementation progress and discuss any task details. We will work on one task at a time, always starting the next task you defined. In a monthly call we discuss strategy and progress.
Can I adjust the scope of the Implementation during the subscription?
Yes, if your needs change during the subscription, we can discuss adjusting the scope of the tasks or services. Whether it’s expanding the implementation or modifying specific features, we can tailor the package to fit your evolving requirements.
What happens if I pause or cancel my subscription?
If you pause your subscription, we’ll pause the work until you’re ready to continue, ensuring no progress is lost. If you cancel, all services will stop at the end of your current billing cycle. You can restart the service anytime by renewing the subscription.
1 reviews for this Gig
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Rating Breakdown
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- Quality of delivery
- Value of delivery
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D diamondmode
Repeat Client

Germany
Die Zusammenarbeit war super! Julien hat uns bei der Aufsetzung von Zendesk unterstützt und dabei absolute Professionalität bewiesen. Die Kommunikation war stets klar, freundlich und lösungsorientiert. Alle Aufgaben wurden schnell und präzise umgesetzt. Wir sind sehr zufrieden mit dem Ergebnis und würden jederzeit wieder zusammenarbeiten. Vielen Dank!
$1,000-$1,500
Price
5 weeks
Duration
Helpful?
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
D diamondmode
Repeat Client

Germany
Die Zusammenarbeit war super! Julien hat uns bei der Aufsetzung von Zendesk unterstützt und dabei absolute Professionalität bewiesen. Die Kommunikation war stets klar, freundlich und lösungsorientiert. Alle Aufgaben wurden schnell und präzise umgesetzt. Wir sind sehr zufrieden mit dem Ergebnis und würden jederzeit wieder zusammenarbeiten. Vielen Dank!
$1,000-$1,500
Price
5 weeks
Duration
Helpful?

