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On-Demand
CRM Services

Solutions for Small Businesses

Winners and losers have the same goals. You do not rise to the level of your goals. You fall to the level of your systems.Dan Martell
Buy Back Your Time: Get Unstuck, Reclaim Your Freedom, and Build Your Empire
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CRM Configuration & Customization

Unlock the full potential of Salesforce or Zoho with expert configuration. As a Certified Administrator, I’ll tailor the platform to fit your unique needs, ensuring a smooth and efficient user experience. From customizing page layouts to setting up reports and dashboards, I create a user-friendly experience that boosts productivity. Whether you are just getting started or need help with an existing implementation, let’s transform your CRM into a powerful tool for success!

Data Management

Keep your data clean and organized with expert data management services. I’ll help cleanse and import new data, identify and merge duplicates in your existing data, and implement data management controls such as matching rules, duplicate rules, and data validation rules that help maintain accurate records in Salesforce or Zoho. This means less clutter and more clarity for your team. Enjoy better insights and decision-making as I ensure your data works for you, not against you. Let’s make your data shine!

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User Training

Empower your team with tailored user training that makes Salesforce or Zoho easy and effective. I provide hands-on sessions, covering everything from basics to advanced features. Your team will gain confidence and skills to maximize their use of the platform. With the right training, watch productivity soar and your business thrive!

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Get in Touch

Ready to boost your CRM? Contact me today and let’s start your success journey!

Start Now!