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English
$
USD
I will provide salesforce strategy and implementation consulting
About this Gig
Every business's Salesforce needs are different, so this service is structured as a single-day consulting session rather than a fixed package. Each $100 session includes a focused 2-3 hour meeting to understand your current setup (or lack thereof) and provide tailored guidance on the possibilities, limitations, migration considerations, and best practices specific to your business.
What's included in each session:
- A 2-3 hour live consultation (video call or your preferred platform)
- Assessment of your current CRM/workflow and whether Salesforce is the right fit
- Recommendations on setup, structure, and best practices based on your situation
- A brief written summary of key takeaways and next steps following the session
Need more than one session? Larger projects (full implementation planning, ongoing migration support, multi-department rollouts) can be scoped as multiple sessions. Message me to discuss your specific needs before ordering.
Software:
Salesforce
My Portfolio
FAQ
Do I need to already have Salesforce set up?
No — this service works whether you're starting from scratch, currently evaluating Salesforce against other CRMs, or already using Salesforce but suspect it's not configured well.
What exactly happens during the 2–3 hour session?
We'll start by discussing your business, current workflows, and CRM situation (existing tool or none at all). From there, I'll walk you through what Salesforce can realistically do for your use case, where it might fall short, and what a smart setup or migration path would look like.
Will I get anything in writing after the call?
Yes — you'll receive a brief written summary of key takeaways and recommended next steps following the session.
Do you build or implement Salesforce as part of this service?
No — this is a strategy and advisory session, not hands-on implementation. If you decide to move forward with a build-out, we can discuss that as a separate, scoped project.
