I will set up, optimize and automate your salesforce CRM
Legal Operations Case Management Specialist
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

