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I will setup salesforce CRM, salesforce automation, workflows, campaigns and forms
Williams Mercer
About this gig
Is your Salesforce CRM underused while your team still manages leads manually? I will fix that.
I am William, a certified Salesforce CRM specialist helping businesses configure, automate, and optimize Salesforce for real results. From workflow automation and campaigns to forms and integrations, I build clean Salesforce solutions tailored to how your business operates.
SERVICES OFFERED
- Salesforce CRM Setup and Configuration
- Salesforce Workflow Automation and Flow Builder
- Salesforce Campaigns and Email Marketing
- Salesforce Forms and Web-to-Lead Setup
- Salesforce Integration
- Salesforce Reports and Dashboards
HOW I WORK
Discovery, strategy mapping, clean build and configuration, full testing, then delivery with clear documentation and walkthrough.
PERFECT FOR
Sales teams, operations managers, startups, agencies, coaches, and businesses.
WHY WORK WITH ME
- Certified Salesforce CRM and automation specialist
- Clean builds tailored to your exact business process
- Fast delivery and clear communication throughout
Let me make you proud of your decision to choose Salesforce from our very first collaboration.
Send me a message now and let us get started.
Get to know Williams Mercer
Williams Mercer
CRM Specialist in Zoho, HubSpot, Salesforce and n8n Automation, Workflows
- FromUnited Kingdom
- Member sinceMar 2026
- Avg. response time1 hour
Languages
English, French, Spanish, German, Italian, Hindi
Hi im William mercer,I help businesses eliminate manual work and build CRM systems that generate results on autopilot.
With certified expertise in Zoho, HubSpot, Salesforce, and n8n, I specialize in designing and implementing workflows, automations, campaigns, forms, and integrations that keep your pipeline moving and your team focused on what matters most closing deals and growing revenue.
I take time to understand how your business actually operates before building anything. Every system I deliver is clean, structured, and documented so your team can hit the ground running from day one.
FAQ
Q: What Salesforce services do you offer?
A: I offer Salesforce CRM setup and configuration, workflow automation, Flow Builder, campaign setup, Web-to-Lead form creation, third-party integrations, reports and dashboard setup, approval processes, and profile and permission set configuration.
Q: Can you build Salesforce workflow automation and flows from scratch?
A: Yes. I design and build record-triggered flows, screen flows, scheduled flows, field update automations, email alerts, task creation, and approval processes completely from scratch based on your business process.
Q: Do you set up Salesforce campaigns?
A: Yes. I set up Salesforce campaigns with member management, lead source tracking, campaign influence configuration, and email alert integration so your marketing activity is fully tracked inside Salesforce.
Q: Can you integrate Salesforce with other tools?
A: Yes. I connect Salesforce with Gmail, Google Workspace, Outlook, Slack, Zapier, and other business tools for seamless data flow and cross-platform automation.
Q: What access do you need to get started?
A: I need System Administrator profile access to your Salesforce org. All credentials are handled with full confidentiality and I am happy to sign an NDA if required.
Q: I already have Salesforce set up — can you fix or improve it?
A: Yes. Whether you need to fix broken flows, restructure your CRM, clean up data, or add new automation on top of what you have, I can audit, fix, and optimize your existing Salesforce org.
