You will get an Expert CRM Setup & Custom Dashboard Creation for Sales Success
Project details
Boost your sales effectiveness with a bespoke CRM and dashboard setup project, led by a former Tesla Customer Experience Manager. With expertise in Hubspot and Salesforce, I offer unique insights from leading a record-breaking sales team. In just 3-4 days, I'll optimize your CRM, design insightful dashboards, and streamline your sales process to unlock unprecedented growth. You'll benefit from my proven track record in improving sales performance and my passion for maximizing CRM potential. Get ready to experience increased productivity, improved accuracy, and significant time savings. Let's transform your sales operations together.
Project Type
Data Entry, Ecommerce Management, Project Management, Virtual Assistance, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$500
|
Standard
$1,000
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 30 days |
Number of Revisions | 4 | 5 | 9 |
Frequently asked questions
12 reviews
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KW
Kavish W.
Aug 26, 2025
Part-Time Sales Executive Assistant
DV
David V.
Dec 9, 2024
Development of an AI-Powered System for Streamlining Construction Loan Analysis and Submission
Matt is a great resource with a wide range of skills.
HP
Hayim P.
Jun 10, 2024
CRM Setup for Psychology Clinic
Matt is an incredible ActiveCampaign workflow developer, we built an insanely complex CRM that did pretty well. Unfortunately Matt became unavailable and we wish him well.
AW
Alexander W.
Jun 14, 2023
Great quick task for new freelancers- opinion needed on Amazon product
Freelancer was very communicative and prompt with his work. Did everything that was asked and then some. I recommend Matt for any task you have!
TF
Tipsy F.
Jun 7, 2023
EASY 5$ For New Freelancers; 3 min Mobile App User Interview (iPhone)
Working with Matt, was a pleasure! Matt, had keen attention to detail, and strong soft skills such as communication and time management. I was able to complete the app review with them and get great insight due to their comments. I would definitely hire them again.
About Matt
Sales Automation Expert | AI Integration for Small-Medium Businesses
Chicago, United States - 4:02 pm local time
As an expert-vetted talent, representing the top 1% on Upwork, I specialize in pinpointing the pain points within businesses and crafting solutions. With over a decade of experience, I've advised numerous clients on business process enhancements, saving them hundreds of hours and thousands of dollars.
With my background as a former Sales and Customer Experience Manager at Tesla, I've overseen $300M+ in vehicle deliveries and set unprecedented benchmarks in both sales and customer satisfaction. Today, I'm on a mission to: Improve your technology, automation, and AI to maximize your businesses potential and drive outstanding growth.
I bring a unique blend of leadership, sales expertise, customer experience and operational knowledge, along with a passion for technology and people. I love working with small businesses and start ups that care greatly about their customer experience.
My expertise:
Sales & Client Management
Sales Leadership and Process Improvement
Business Process Automation
Workflow Improvements
AI-powered CRM solutions
Relationship Building & Management
Sales and Operations Training and Procedures
Customer Experience
Marketing Automation
Process Optimization
Customer Relationship Management
Data Analysis
Bottleneck Solutions
It's time to start leveraging new technology to bring out the best in your business and your team. Send me a message today to learn more and receive a free consultation and CRM template.
Steps for completing your project
After purchasing the project, send requirements so Matt can start the project.
Delivery time starts when Matt receives requirements from you.
Matt works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Consult
We schedule a meeting to discuss your current sales process, CRM usage, and desired outcomes. This will help me understand your unique needs and business context.
Requirements Gathering
You provide detailed information on your current CRM system, sales workflow, reporting needs, and any specific requests for dashboard features.