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I will setup salesforce CRM, migrate data, customize fields, automate workflows custom
Dason
About this gig
Is your Salesforce CRM difficult to manage, full of messy data, or not matching the way your business actually works? I will set up Salesforce CRM, migrate your existing data, customize fields, and automate workflows so your team can manage leads, contacts, opportunities, and follow-ups more efficiently. Whether you are starting Salesforce from scratch, moving from another CRM, fixing an existing setup or improving Sales Cloud or Service Cloud, I can organize your system around your real business process instead of forcing you into a complicated setup. A properly structured Salesforce CRM can give your team cleaner data, clearer pipelines, and more consistent workflows.
What you will get:
- Salesforce CRM setup & implementation
- Data migration and import
- Custom fields and objects
- Salesforce Flow automation
- Pipeline and opportunity setup
- CRM data cleanup and deduplication
- App/API integration support
- Testing and workflow optimization
I focus on practical CRM setups that are organized, scalable and easy for your team to use.
Message me before ordering so I can review your Salesforce CRM needs and recommend the right Salesforce CRM setup.
Get to know Dason
Dason
CRM AUTOMATION EXPERT
- FromUnited Kingdom
- Member sinceSep 2026
Languages
English, Spanish, French, German, Dutch, Italian, Norwegian, Polish
Need a reliable CRM & automation expert to streamline your business? I help businesses set up, clean, customize, and automate CRM systems using HubSpot, GoHighLevel (GHL), Zoho CRM, Salesforce, Pipedrive, Monday.com, and Airtable. From lead capture and pipeline setup to follow-ups, task automation, integrations, and workflow optimization, I build organized systems that save time and improve efficiency. Clear communication, careful setup, and reliable delivery are my priority. Message me before ordering to discuss your CRM needs.
FAQ
Can you set up Salesforce CRM from scratch?
Yes. I can configure your Salesforce CRM structure, fields, pipelines, users, and basic workflows around your business process.
Can you migrate my existing CRM data to Salesforce?
Yes. I can help import contacts, companies, leads, opportunities, and other supported records while mapping fields and checking the migrated data.
Can you clean duplicate Salesforce contacts and records?
Yes. I can review your CRM data, identify duplicates and inconsistencies, and organize the database before or during migration.
Can you automate Salesforce workflows?
Yes. I can create Salesforce Flow automation for tasks, notifications, record updates, assignments, and other repetitive processes based on your requirements.
Can you customize Salesforce Sales Cloud or Service Cloud?
Yes. I can help customize supported Salesforce Sales Cloud or Service Cloud features, including fields, records, pipelines, and workflows. Message me first so I can confirm your requirements.
