Salesforce Administrator (Contract) – Phased Implementation
Engagement Structure Phase 1: Salesforce Foundation (2–3 Weeks) Timeline: 2–3 weeks Budget: $5,000 Fixed Fee The goal of Phase 1 is to establish Salesforce as Cash Margin Partners' operational system of record before launch and investor activity. Deliverables CRM Foundation
- Lead, Contact, Account, and Opportunity setup
- Pipeline stages and sales process configuration
- User roles, permissions, and activity standards
Core Integrations
- Google Workspace
- ZoomInfo
- MixMax
- Slack (basic notifications and alerts)
Campaign & Lead Tracking
- Lead source attribution
- Campaign setup
- Basic marketing tracking
Reporting & Dashboards
- Emails sent
- Calls completed
- Meetings booked
- Open/reply rates
- Opportunities created
- Pipeline movement
- Executive dashboard
Training & Documentation
- Admin documentation
- User training session
- Salesforce operating procedures
Success Criteria By completion of Phase 1: ✅ Salesforce serves as CMP’s system of record ✅ BDR activity is tracked ✅ Marketing campaigns are attributable ✅ Executive reporting is live ✅ Team can operate independently PHASE 2: REVENUE OPERATIONS OPTIMIZATION (FUTURE GROWTH PHASE) Timeline: Following successful Phase 1 implementation and initial sales activity Estimated Budget: $3,000–$8,000 depending on scope Phase 2 is focused on optimization rather than setup. Potential Deliverables Advanced Automation
- Lead routing workflows
- Follow-up sequences
- Task automation
- Advanced Slack workflows
Revenue Operations
- Forecasting models
- Sales performance scorecards
- Territory management
- Pipeline health monitoring
Advanced Marketing Attribution
- Multi-touch attribution
- Campaign ROI reporting
- Funnel conversion tracking
Enhanced Dashboards
- Founder dashboard
- Investor reporting dashboard
- BDR performance dashboard
- Marketing performance dashboard
Operational Scalability
- Additional integrations
- Custom objects
- Expanded automation
- Process optimization
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