Phoenix - Your AI AssistantConduct health check and optimise your Salesforce system
Delivery in
5 days
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What you get with this Offer
This service is designed to help businesses already using Salesforce get the most out of their CRM. I will start with a comprehensive audit of your current Salesforce setup, reviewing workflows, data quality, user adoption, and reporting accuracy. Based on the findings, I will share a clear list of recommendations and implement quick fixes where possible to optimise performance, streamline processes, and ensure accurate, real-time reporting for better decision-making.
What the Freelancer needs to start the work
To get started, I'll need the following from you:
- Access to your Salesforce environment
- A brief overview of your current challenges and desired improvements
- Any existing reports, workflows, or process documentation
- Preferred KPIs or metrics you want to track