Salesforce clean-up for companies whose sales team has stopped trusting the CRM

You audit a growing company’s Salesforce setup, clean up its duplicate records and broken reports, and stay on as its part-time admin.

Who pays
Growing companies with Salesforce and no admin
Typical price
$85 to $150 an hour
Start-up cost (estimate)
Under $500
Time to first offer (estimate)
2 to 4 weeks
■The problem

See the problem this business solves

When a company grows without an admin, Salesforce fills up with duplicate accounts, unused fields and reports that no longer match the pipeline. A Validity survey of 500 marketing professionals found 62% of organizations lose revenue directly because of poor CRM data quality. Nearly a third of teams in that survey spend 6 or more hours a week fixing and reconciling data.

The sales leader knows the CRM is a mess but has no time to fix it. A full-time admin is a big hire. Salary.com figures quoted by Clientell put the average US Salesforce administrator salary at $89,972 a year.

■How it works

Go from first call to paid work

01

Fixed-price health check

You review one company’s Salesforce setup, data quality and reports, then return a short list of the biggest problems and what each fix involves.

02

Clean-up project

You quote a fixed scope to merge duplicates, retire unused fields, fix page layouts and rebuild the reports the sales team uses.

03

Part-time admin

You offer a monthly block of hours for user requests, new reports and small changes so the system stays clean.

■Who buys

Know who pays and why they say yes

01
The buyer

VP of sales or revenue operations lead

They forecast from Salesforce, so bad data shows up as missed numbers and arguments in pipeline reviews.

02
The budget

Sales operations

A block of admin hours is far smaller than a full-time salary, so it is easier to approve from the sales tools budget.

What buyers pay: $85 to $150 per hour

03
Where to meet them

Growing B2B companies

Companies with a sales team and no operations staff often set up Salesforce early and never had a dedicated admin.

■First clients

Find your first 3 clients here

There are 4 places to start, in the order most people find their first buyers.

1

Your own network

Tell sales leaders and ops colleagues you worked with that you now run fixed-price Salesforce health checks and part-time admin support.

2

Local Trailblazer groups

Join the Salesforce user groups in your city and offer a short talk on the most common causes of messy CRM data.

3

Sales tool consultants

Partner with consultants who set up sales engagement tools, since their projects depend on clean Salesforce data.

4

LinkedIn clean-up notes

Post short, anonymized notes on what a health check found, such as duplicate records or unused fields, and how you would fix them.

■Risks

Check what could stop this business

Every idea has weak spots. These are the ones to test before you spend money.

Start every engagement with the paid health check so you price the clean-up on what you found.

Work in a sandbox first, back up the data before any mass change, and get sign-off from the sales leader.

Include a short training session and a few required fields so the data stays clean after you hand over.

Salesforce admin work needs no license, so the main check is any non-compete or outside-work clause in your current job.

■Related

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