Salesforce Setup, Service, and Help
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Individual or business
Sorry this pro can’t do your job, but we know other pros who can.
Introduction
The name says it. I’ll set up Salesforce for you. Those big businesses charge a ton and can take months. A lot of companies have 1-5 people for now or forever! I know this because I’ve done it for my and my family’s businesses. I won’t charge what the big guys do and no hidden fees. You don’t want to work with me after we talk and I will introduce you to the best medium medium-sized business for free.
Overview
Hired 1 time
Background checked
1 employee
14 years in business
Payment methods
This pro accepts payments via Apple Pay, Cash, Credit card, PayPal, Venmo, and Zelle.
Featured Projects
11 photos
Salesforce Setup
Project Management
Reviews
Customers rated this pro highly for responsiveness, work quality, and value.
5.0
1 review
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Alan V.
Sep 15, 2024
Sara helped me set up my whole business. I had years of paperwork, accounts and contact information that she organized and implemented into a CRM for me. She also found the best software choice for me. She explained the cost and features and we chose Pipedrive. I was in over my head with all of the options and didn’t want to over pay for features I didn’t need. She also configured my Google, Microsoft365 online account, Zoho for invoicing, and my website, and integrated it all with Pipedrive. It took us a couple months and now I can text or email her any time I need something new or if I just have a question. She’s like having a technical handy man that I’ll probably use forever. I have already referred her to friends that have also needed new company setup and simple one time jobs like data entry, transcription, and social media. She’s really a jack of all trades when it comes to organization and online tools. Attached are examples of the tools and iPhone apps she set up for me to easily track my business.
Credentials
Background Check
Sara Richardson