CRM Setup & Automation

From SMBs to enterprise teams, I implement Salesforce, HubSpot, and Zoho CRM systems that actually work for your business. Whether you need a simple setup, advanced automation, or complex integrations, I deliver scalable, user-friendly solutions tailored to your processes.

I also handle Account Engagement (Pardot) setup, Service Cloud, and all necessary integrations — all in one streamlined service.

***Hourly consulting is available for clients who just need part-time “on-demand” support or advice during setup.

Who This Service is For

• SMBs implementing CRM for the first time

• Teams replacing broken or outdated CRM systems

• Enterprises deploying multi-cloud solutions

• Businesses needing workflows, dashboards, automations, and integrations

• Companies wanting flexible hourly consulting alongside full implementation

What’s Included

Core CRM Setup

• Salesforce, Zoho, HubSpot

• Business process discovery and mapping

• Custom objects and fields configuration

• Lead/Opportunity management

• Page layouts & Lightning Pages (Salesforce)

• Dashboards & reporting

Automation

• Apex, VisualForce Pages, Flows, and Validation Rules

• Assignment and approval rules

• Automated notifications & alerts

Salesforce Account Engagement / Pardot

• Forms & Form Handlers setup

• Scoring & grading models

• Engagement Studio automation

• Campaign alignment & Salesforce sync

Salesforce Service Cloud

• Case management setup

• Omni-Channel routing & queues

• SLAs & entitlements

• Knowledge base setup

• Macros and automation

Integrations

• Standard integrations (email, marketing platforms, many AppExchange apps)

• Complex integrations (ERP, multi-system, middleware, custom API)

• Data mapping & transformation

• Monitoring & error handling