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Optimize Your Salesforce CRM for Lead Management & Reporting

$75
1
Delivery in
4 days
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What you get with this Offer

Offer includes: Includes: Lead stage review, layout improvement, 2 basic custom reports
**Please contact me directly to discuss your specific requirements**

Are you using Salesforce but not getting the full value from your leads and reports? I specialize in optimizing Salesforce CRM for Lead Management and Custom Reporting — helping you track leads more efficiently, improve sales workflows, and make smarter decisions with clear, actionable data.

Whether you're a startup or a growing business, I’ll tailor your Salesforce setup to ensure you're capturing the right data, nurturing leads properly, and reporting on what actually matters to your business.

What You’ll Get:
• Clean, organized Lead Management structure
• Custom lead stages aligned to your sales process
• Auto-assignment rules for teams or territories
• Validation rules to improve data quality
• Customized lead conversion process
• Email templates & automation for follow-up
• Dynamic dashboards with real-time sales metrics
• Reports tailored to your KPIs (lead source, pipeline, performance, etc.)
• Lead scoring & prioritization models
• Integration with your website or lead sources (optional)

Lead Management Processes I Can Set Up or Improve:
• Lead Capture (Web-to-Lead, Form Integrations)
• Lead Assignment Rules (round-robin, region-based, etc.)
• Lead Qualification & Scoring
• Lead Nurturing (emails, tasks, reminders)
• Lead Conversion Mapping (to Account, Contact, Opportunity)
• Duplicate Lead Prevention & Merge Strategies
• Activity Tracking & Follow-Up Tasks
• Lead Source Attribution
• Custom Fields & Page Layouts
• Automation with Flows or Process Builder
• Reports on Lead Age, Source, Conversion Rate, Sales Rep Performance
• Dashboards for Marketing & Sales Teams
• Lead Handoff Workflows (Marketing to Sales)
• Integrations (email tools, ad platforms, form tools)

Why choose me?
My goal is to simplify your sales process, clean up your CRM clutter, and give you reporting that drives results. Clear communication, clean configuration, and powerful outcomes — that’s what I deliver.

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Get more with Offer Add-ons

  • I can add flow or task creation

    Additional 2 working days

    +$25
  • I can do lead assignment rules or scoring

    Additional 3 working days

    +$100
  • I can build additional reports

    Additional 1 working day

    +$25
  • I can integrate an onboarding form/web-to-lead setup

    Additional 2 working days

    +$30

What the Freelancer needs to start the work

✅ To Get Started, I’ll Need:
• A brief overview of your business and sales process
• Your Salesforce edition (e.g. Professional, Enterprise, etc.)
• Admin access to your Salesforce org (or sandbox access if preferred)
• Current lead stages and conversion process (if already defined)
• List of lead sources you use (e.g. forms, ads, referrals)
• Any existing automations or rules related to leads
• Desired outcome or pain points (e.g. better reports, cleaner data, faster response time)
• List of team members involved in lead management
• Reporting KPIs you want to track (e.g. conversion rate, lead source performance)
• Branding preferences for email templates (logo, tone, etc.) – if follow-ups are included
• Any external integrations (e.g. landing pages, ad tools, marketing platforms)
• Preferred timezone and working hours (for meeting/syncs)