Phoenix - Your AI AssistantSalesforce Sales Cloud Implementation — Starter Setup for SMEs
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3 days
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What you get with this Offer
I will deliver a complete starter Salesforce Sales Cloud implementation for small and medium-sized businesses — covering org setup, standard object configuration (Leads, Contacts, Accounts, Opportunities), user roles and profiles, a custom sales pipeline, and basic automation to support your day-to-day sales operations. This is everything you need to go live with a functional, properly structured CRM.
The implementation follows Salesforce best practices and includes data import of up to 1,000 existing records (via CSV), basic email-to-case or web-to-lead setup, and a handover call to walk your admin through what's been built. You'll receive a configuration summary document for reference.
This service is designed for businesses moving off spreadsheets, switching from another CRM, or implementing Salesforce for the first time and wanting a professional, scalable foundation without enterprise-level costs.
The implementation follows Salesforce best practices and includes data import of up to 1,000 existing records (via CSV), basic email-to-case or web-to-lead setup, and a handover call to walk your admin through what's been built. You'll receive a configuration summary document for reference.
This service is designed for businesses moving off spreadsheets, switching from another CRM, or implementing Salesforce for the first time and wanting a professional, scalable foundation without enterprise-level costs.
What the Freelancer needs to start the work
Please share your business overview, team size, key sales process stages, any existing data to import (CSV format), and the email provider your team uses. System Administrator access to a new or existing Salesforce org is required.