I will set up, optimize and automate your salesforce CRM

Colombia

I speak English, Spanish, German, French

Legal Operations Case Management Specialist

I help businesses streamline operations, optimize CRM systems, automate repetitive workflows, and improve customer interactions through Salesforce, HubSpot, AI, and operational excellence. With 4+ yea...
About this Gig

Is your Salesforce CRM slowing your business down instead of helping it grow?


I help businesses set up, optimize, and automate Salesforce CRM systems to improve workflows, reduce manual tasks, and organize data.


I'm Santiago, a Legal Operations & CRM Specialist with 4+ years of experience managing Salesforce-based systems in professional environments. I specialize in CRM optimization, workflow automation, reporting, data management, and process improvement.


My services include:

Salesforce setup & customization

Workflow automation & Salesforce Flow

Data cleanup and organization

Reports & dashboards

Custom fields, objects & layouts

SOP documentation

CRM optimization & support

Integrations with Make, n8n, Apollo & Mailchimp

I combine Salesforce expertise with real operational experience to build practical CRM solutions that help teams save time and work efficiently.


Starting price: $75 USD.

Message me before ordering so we can discuss your Salesforce goals.

Software:

Salesforce

Industry:

Business services & consulting

Legal