I will setup salesforce CRM consulting client management salesforce sales workflows

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sophia_reid45
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sophia_reid45
Sophia Reid

About this gig

Hello!

Looking to improve your client management, streamline sales operations, and get more value from your salesforce crm? I will help you build an organised CRM system tailored to your business processes, sales goals, and customer journey.


My services include salesforce crm setup, sales cloud configuration, contact and account management, sales pipeline setup, lead tracking, opportunity management, and sales workflow automation. I can also configure task reminders, follow up processes, and workflow notifications to help your team manage prospects efficiently and maintain consistent client communication.


Why choose my service?

  • Salesforce configuration tailored to your sales process.
  • Structured pipelines for clearer lead and opportunity tracking.
  • Workflow testing and practical handover guidance.


Gig features

  • Custom Salesforce CRM configuration
  • Organised leads, contacts, and accounts
  • Sales pipeline and opportunity tracking
  • Workflow automation and task reminders
  • Testing, documentation, and handover guidance


Send me a message or order me.

Get to know Sophia Reid

Sophia Reid

Email marketing and automation specialist

  • FromUnited States
  • Member sinceOct 2026
  • Avg. response time4 hours
  • Languages

    English, Italian
I’m an email marketing specialist helping businesses turn subscribers into customers through strategic campaigns and automation. I create welcome sequences, promotional emails, newsletters, abandoned cart flows, lead nurture sequences, and win back campaigns. I also set up audience segmentation, personalized templates, automated workflows, and email platform integrations to improve engagement and support sales growth. Let’s build an email marketing system tailored to your business goals. Message me today to discuss your project!