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Fiverr Pro
English
$
USD
I will audit and clean your salesforce CRM and optimize client data
White glove client operations and VIP relations for high ticket brands
Ex-Big 4 & Morgan Stanley Specialist | High-Touch Client Operations
I help boutique businesses, wealth managers, and agencies deliver white-glove client experiences that drive retention and revenue. ...
About this Gig
Why Work With RawRealDeal?
"Raw Real Deal completely transformed our client operations. By standardizing our intake and account workflows across 40+ active monthly clients and 2530 weekly intakes ($2k-$25k scope), we eliminated onboarding friction and drove a 15% increase in repeat business and referrals." Leadership Team, Woman Kind LLC"
What Is Included
- System Health Audit: Deep analysis of custom fields, duplicate records, permissions, and stale stages.
- Data Hygiene & Deduplication: Safe merging across leads, contacts, and accounts with mandatory CSV backups.
- Pipeline Optimization: Stage restructuring, purging ghost opportunities, and configuring lead routing.
- RevOps Governance & SOPs: Custom validation rules to block dirty data and team maintenance guides.
Purpose:
Business
Work model:
Project-based
•
Weekly assistance
•
Monthly retainer
Other Virtual Assistant Services I Offer
FAQ
Is my data completely safe during the cleanup?
Absolutely. A complete CSV and sandbox backup is exported prior to any record merging, field deletion, or restructuring to guarantee zero data loss.
What access level do you require?
System Administrator or delegated administrator access, shared securely through delegated user invites or 1Password.
Can you handle databases larger than 10,000 records or heavy custom objects?
Yes. premium packages cover up to 100,000 records. For enterprise instances with higher volume or extensive custom objects, message first for a tailored scope.
Do you provide post-cleanup guidance so the CRM stays clean?
Yes. Every tier includes a custom SOP guide or walk-through review to ensure your team maintains proper data entry standards moving forward.
What is the typical completion timeline, and what input is required from me?
Projects are delivered in 3 to 30 days based on scope, requiring zero technical preparation or heavy-lifting on your end: Basic Tier (Health Audit): 3–5 business days Standard Tier (Data Cleanup): 10–14 business days Premium Tier (Full RevOps Overhaul): 21–30 business days
