Salesforce CRM Consultancy, Workflows, Triggers, Assignment Rules Support

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What you get with this Hourlie


I can provide you expertise on Salesforce CRM Software. I am an experience Salesforce CRM Consultant with over 5 years of experience in CRM and over 10 years of experience in IT / Digital marketing.

Following support, I can provide

1) Setting up correct fields on accounts / contacts / leads / opportunities etc
2) Setting up desired reports
3) Setting up bespoke application using Schema Builder ( for example, if you are restaurant, you will only see restaurant type of layout and fields )
4) Setting up users as per the role based access
5) Customise the head menu as per your choice and preference
6) Setting up Email templates to automate the system - such as welcome emails to customer etc
7) Provide basic training to your colleagues on how to use Salesforce CRM

My hourlie is for fair use consultancy ( suggested 3 hours of work ). I will work closely with you and your team to provide all the help required.

Get more with Hourlie Add-ons

  • I can deliver all work in 1 working day

What the Seller needs to start the work

1) Access to your salesforce
2) Current business process - document or call to discuss