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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