I will audit and fix your salesforce CRM workflow and automation

Shobhit K

India

I speak Hindi, English

Senior Salesforce Consultant

I work at the intersection of CRM systems, revenue processes, and product thinking. Currently, I am serving as a Senior Salesforce Consultant, focusing on designing scalable CRM solutions that align b...
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About this Gig

Are you using Salesforce but feel:


  • Your pipeline doesnt reflect reality?
  • Automation is messy or confusing?
  • Reports dont give clear visibility?
  • Users are not adopting the system properly?


I can help !!


I am a Salesforce Consultant with experience in CRM implementation, lifecycle redesign, automation structuring, and governance alignment.

In this gig, I will review your Salesforce org and provide clear, actionable improvements to optimize your workflow, automation, and reporting.


What I Can Review:


  • Lead & Opportunity lifecycle
  • Sales stages and pipeline logic
  • Flows, Process Builder, and automation
  • Validation rules and field structure
  • Reporting & dashboard clarity
  • Data hygiene & duplication issues


You will receive practical recommendations not generic advice.


WHAT YOU WILL RECEIVE:



  • Clear improvement roadmap
  • Structured audit summary
  • Practical next steps
  • Option for continued support
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audit and fix your salesforce CRM workflow and automation
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Software:

Salesforce

Industry:

Financial services

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Real estate

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Insurance

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