I will setup salesforce CRM, leads, reports and automation

Is your team still tracking leads in spreadsheets? Missing follow-ups and losing deals?

I will set up a clean, ready-to-use Salesforce CRM built around how your small business actually sells.

WHAT I SET UP:

Lead capture and lead assignment rules

Sales pipeline with clear stages (Lead Opportunity Won/Lost)

Custom fields, page layouts and record types

Reports and dashboards to track revenue and deals

Basic automation with Salesforce Flow (follow-up tasks, email alerts)

User roles, profiles and permissions

Import of your existing contacts and leads (CSV/Excel)

WHY WORK WITH ME:

- Simple setup, no confusing complexity

- Clear communication and fast delivery

- Short video walkthrough so your team knows how to use it

- Free minor adjustments after delivery

WHAT I NEED FROM YOU:

- Salesforce access (or I can guide you to create one)

- Your sales process in simple words

- Your lead/contact data (if you want it imported)

Message me before ordering and tell me about your business. I will confirm the best package for you.