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  • US$105 hourly
    As a Sales and Marketing Operations Consultant specializing in Salesforce, Pardot, and Hubspot, I work with organizations to customize and optimize their CRM applications while seamlessly integrating them into existing sales, marketing, service, and organizational processes. Salesforce Project Highlights - Salesforce Implementation and Data Migration for more than 100 organizations - Salesforce Partner with a Self-Built App on the AppExchange for tracking MRR - Sales Process Customization and Documentation using Salesforce and industry best practices - Process Automation and Custom Object Buildout for robust data tracking - Expert in Sales Cloud, Service Cloud, Einstein, and Pardot - Salesforce Integrations with Outside Systems including Microsoft and Google - Salesforce Reports and Dashboards for Pipeline Management and Forecast Modeling - Security and Salesforce User Management for Enterprise Level Organizations I am an expert in Salesforce, Pardot, and Hubspot implementation, troubleshooting, application integration, report generation, and system maintenance. I bring extensive computer database, and internet technical skill into the world of CRM Administration with experience working in the following systems: Salesforce, Pardot, HubSpot, Zendesk, Quickbooks, Zapier, Outreach, Apollo, DocuSign, PandaDoc, Shopify, Salesloft, ConnectWise, SugarCRM, Insightly, Microsoft Dynamics, RPMTelco, and MasterStream. With more than a decade of providing exceptional customer service through email, phone, and face to face interaction, I have professional experience using an array of office tools and software including Salesforce, Zendesk, Microsoft Office, Google Docs, YouTube, and iWork. In addition, I have more than a decade of experience managing social media platforms like Facebook, Twitter, Googe+, and LinkedIn for companies and non profits. I am driven by my desire to provide my clients with a professional level of work that exceeds their expectations in an efficient and effective manner.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Marketing Automation
    Sales Operations
    Marketing Operations & Workflow
    Pardot Development
    Zapier
    Salesforce App Development
    Salesforce Einstein
    Salesforce
    HubSpot
    Salesforce Service Cloud
    Salesforce Lightning
    Salesforce CRM
    Pardot Marketing
    Pardot
  • US$50 hourly
    Business Background Prior to establishing my strategic consulting and IP development career, I worked for twenty years in the information technology industry. In the 1990s I matriculated to an executive-level position within our six-hundred-resource consulting company. In this role, I worked as a combination of CMO/CSO. Our firm was acquired, the early-ins did well, and since then, I have worked in both enterprise-level and SMB front line strategic consulting and IP development. Education My credentials include a Master in International Marketing and Sales from Hult International Business School. Strategic Consulting I provide management consulting, market strategy analysis, and business plan development services. Downstream from this, I have delivered strategic research services, developed complex marketing plans, installed marketing-sales infrastructure, and provided sales executives with training in complex sales processes. Business and Technology Writing On the content development front, I provide professional business and technical writing services. My experience base is extensive: websites, marketing information sheets, proposals, white papers, case studies, and social media marketing content. Often, my strategy, analysis, and marketing/sales process work integrate into IP development. Upwork Experience To understand my strategic consulting and IP development capabilities, please take a look through my portfolio. More than thirty-five projects are described. I have written the "stories behind the project" to accompany each portfolio piece. Work Production Stats As our company profile indicates, We have worked more than 5,000 hours within Upwork. Many of my projects range between $1,000 to $5,000. There are multiple examples of projects in the $5,000 to $10,000 range. It is important to point out that many of these projects started with modest efforts scoped to ten to twenty hours. Then, when the early successes are delivered, more is asked of me. ___________________ Clients bring me in for work that is business-shaping, revenue-impactful, high-profile, must-succeed, and engage serious investments of capital. Most of these projects are delivered to C-level executives, company owners, and enterprise-grade corporations. Working at this level brings a deep responsibility to produce successful outcomes. I extend my thanks to my former clients. They trusted me with work that must succeed.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    ASP.NET
    Oracle CPQ
    Salesforce CRM
    SAP
    Oracle BRM
    Salesforce Lightning
    Mobile App
    Website Redesign
    IT Consultation
    Snowflake
    Azure DevOps
    SAP MM Consultant
    WordPress
  • US$98 hourly
    Salesforce Developer experienced with Apex, Apex triggers, Lightning Web Components, Visualforce, REST APIs, Apex Web Services, SOQL, and Flows. REST API integrations with MuleSoft, HubSpot, Marketing Cloud, Google Analytics 360, InContact, Informatica, SMS Magic, Microsoft Azure Machine Learning. Sales Cloud | Marketing Cloud | Service Cloud | Experience Cloud 6 consecutive years designing, building, and deploying apps exclusively on the Salesforce platform across multiple orgs, environments, and teams. 15 years of project management experience. *I have excellent personal and professional references from Salesforce Architects, software company CEOs, and business executive directors. While new to Upwork, I have extensive experience with Salesforce development, consulting, and project management.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    SOQL
    Apex
    RESTful API
    Mulesoft
    Salesforce App Development
    Salesforce Service Cloud
    Salesforce CRM
    Salesforce Lightning
    Salesforce Marketing Cloud
    Salesforce
  • US$95 hourly
    Salesforce Senior Administrator / Implementation Consultant / Business Analyst My area of expertise is designing, implementing, improving and managing Salesforce CRM databases. 22 Years Salesforce CRM Administration & Management experience. 35 Years Business Aviation experience. 32 Years Sales Operations experience. 26 Years CRM Management experience. 12 Years OEM Mainframe Database System Management experience. 6 Years Data Support Team Management experience. 1.5 Years Quarterly Incentive Compensation Calculation to Payout Process Management experience. 3 Years Salesforce Architect, Implementation, Administration and Analytics Consulting. 25+ Years Volunteer Service & Leadership. 25+ years Microsoft Office. 5 Years Google Workspace. 2 Years Microsoft Dynamics CRM. Dozens of add-on Salesforce apps. I've effectively worked remote for over 15 years. I'm willing to travel or work in local offices on an occasional basis. I'm an expert with Sales & Service Cloud system configuration & administration, and I have hands-on experience in these Salesforce Products: Sales Cloud - 22 Years Service Cloud - 10 Years Salesforce CPQ - 2 Years Salesforce Maps - 1 Year Experience Cloud (Customer Community) - 1 Year Pardot aka Account Engagement - 1 Year NPSP - 9 Months Commerce Cloud (CloudCraze) - 4 Months Marketing Cloud - 4 Months FSL - 3 Months I've completed and worked with several Salesforce integrations including but not limited to Salesforce CPQ, Salesforce Maps, Marketing Cloud, DealHub, Qualtrics, Delighted, GetFeedback, CalidusCloud Clicktools, SalesRabbit, PhoneBurner, CloudCraze, Pardot, Marketo, LinkedIn Sales Navigator, Zoominfo, Mambo Merge, Spinify, Dataloader, Jitterbit, and Google Maps & Analytics. I'm a team player that has designed and implemented several Salesforce instances. I am very comfortable working with all levels within an organization from drivers, and the shop floor, all the way up to the CEO. Implementations and system management experience ranges from creating the CRM tool for Worlds Largest Business Aviation Maintenance Repair and Overhaul provider to Small Businesses with as few as 3 employees. I have worked in Business Aviation, Solar Construction, Veterinary Ultrasound Equipment Sales & Training, Trucking/Transportation, Heavy Equipment Part Sales, Venture Capital, and with Non-Profit industries. I would love to expand my portfolio into new industries! I am absolutely passionate about my work and a self proclaimed Salesforce Evangelist. I also like HubSpot, and have experience, and am willing to work, in Microsoft Dynamics, or any other CRM tool. I am an expert at digging into existing processes and translating business requirements into simplistic user interfaces in both Salesforce Lightning and Classic versions. I good at translating requirements and typically end up helping streamline existing processes. I've replaced BI tools by building out custom functionality to capture the necessary data in Salesforce and then building out the associated dashboard reporting. I've managed Customer Satisfaction, Customer Loyalty and NPS survey processes with a variety of add-on tools. I've managed and dramatically streamlined incentive compensation payout and sales data management administration processes and procedures. I managed and processed requests from an end-user queue at an enterprise level company with > 600 requests annually and effectively consolidate and prioritize requests, recommend and implement best practice solutions. I like to fix the things that cause pain in your CRM, App pre-purchase review, architecture, implementation, CRM administration by the hour & other cool things with Salesforce!
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Data Migration
    Salesforce Email Studio
    Marketing Automation
    Qualtrics
    Microsoft Dynamics CRM
    Microsoft Office
    Salesforce Lightning
    Salesforce CPQ
    Automation
    Business with 1-9 Employees
    Aerospace
    Salesforce
    Email Campaign Setup
    Aviation
    Salesforce Marketing Cloud
  • US$95 hourly
    Does your Salesforce resemble one of the following scenarios? "OPEN HEART SURGERY" 1) Org is over 10 years old. Passed through several previous admins. Poor documentation. Dozens of old automations no one understands. Afraid to change anything because something else might break. Stakeholders no longer trust SF reports & dashboards. Need a major refresh but also must preserve our CRM data and not interrupt our business. "STICKER SHOCK" 2) Already invested considerable resource into our Enterprise instance. Running smoothly but not fully leveraging the depth and breadth of what SF can and should be doing for our business. Duplicate records causing headaches. Some specific improvements in mind. Big consulting firms want ridiculous $$$ up front just to talk to us - then bill @ $250 an hour. "UNTRAINED PUPPY" 3) Just getting started with a newer Org (Essentials or Profession) and a couple of Users. Small business without much in house IT resource. Many "simple" customizations are difficult to implement. Don't have time to search YouTube or argue with the Help Desk. Need to make SF work for us, not the other way around. I've "been there and done that" for all 3 of the above Salesforce scenarios - fulltime for the past 8+ years. I can assist your company to maximize your Salesforce ROI in all aspects of Sales and Service Cloud. Let's setup a quick chat so I can LISTEN to you, understand your needs and see if we might be a good match. Thanks for reading this far! Dozens of references available upon request. Have a wonderful day ;-) Greg Ernst
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    Business Analysis
    Requirement Analysis
    Quality Assurance
    Salesforce
    Business Process Modeling
  • US$45 hourly
    10+ years of salesforce experience with customization, administration, development, integration, deployments/migration, community implementation, the security review process, and app distribution using app-exchange/trial force. ★ Certifications: • Salesforce Certified Application Architect • Salesforce Certified Data Architecture and Management Designer • Salesforce Certified Sharing and Visibility Designer • Salesforce Certified Platform Developer I • Salesforce Certified Advanced Administrator • Salesforce Certified Administrator • Salesforce Certified Community Cloud Consultant • Salesforce Certified Sales Cloud Consultant • Salesforce Certified Service Cloud Consultant • Salesforce certified App Builder • Salesforce accredited Financial Service Cloud Consultant ★ Developing solutions and apps on Salesforce since 2011. ★ Main current specialization - Lightning components, Apex triggers, Apex classes, Visualforce, Rest API integration, Process Builder, Workflows, Validation rules, Email Templates Creation Governor limits, Data migration and Reports, Refactoring code, Reports, Dashboards ★ Technologies/Languages: Salesforce.com, Force.com, JavaScript,Angular JS ★ Integrations with Salesforce : • Pay- pal Payment Gateway, • Stripe payment gateway, • Authorize.net payment gateway, • Amazon Web Service • Google maps, • Bing maps • Textey SMS • 360 SMS • SMS Magic • Quick Books • SMS Magic • Salesforce to Salesforce Integration ★ Service Cloud Implementation: • Service console • Live chat • Omni Channel • Email to case • Web to Case • Field Service Lightning ★ Salesforce Community Builder
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    Apex
    Salesforce
    Salesforce1
    Visualforce
    Salesforce Lightning
    Salesforce Service Cloud
    Salesforce CRM
  • US$100 hourly
    Certified Salesforce Administrator and Platform App Builder with extensive business analysis and presales experience. I work with clients to transform their business processes to Salesforce Platform and help them utilize the full potential of their Salesforce Org. I have over 23 years of experience in the software field - worked in all stages of the software development Life Cycle. Consulting and providing solutions based on the "Best Practices." • Sales and Service cloud administration • Salesforce CPQ administration • Salesforce Pardot administration • Business Process Automation (visual workflows, process builder, approvals, etc.) • Salesforce Outlook Email Sync • Creating Dashboards and Reports • Getting Data clean and keeping it that way • App Development • DocuSign integration • Conga Composer and Conga Sign Configuration • Talkdesk integration and administration I have been working on Salesforce CPQ projects implementing multiple Sales/Quote processes . I am well versed in • Product catalog and bundle configuration • Price rules • Product rules • Guided selling • Contracts, Amendments, Renewals • Order Management • Quote template customization • e-signature configuration • Avatax integration I have worked in all the stages of the project life-cycle from conception to delivery - - Planning, scoping, stakeholder analysis, and communications - Elicitation activities - Organizing and prioritizing requirements, modeling requirements, and taking them to verification and validation - Writing and reviewing requirements, specifications including non-functional requirements, risks, assumptions, and dependencies. - Creating schedules, ensuring project deadlines are followed for timely and quality delivery. I have also written and directed cross-functional teams in business analysis, technical responses, and requests for Proposals (RFPs). As I have worked as Project Delivery Manager, I know the importance of translating raw requirements into functional specifications - a key to successful implementation. Full CV will be sent out per your request on the email Regards, Kavita
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce CPQ
    Salesforce Lightning
    Salesforce App Development
    Technical Writing
    CPQ Software
    Requirement Analysis
    Pardot Marketing
    Salesforce CRM
    Business Process Reengineering
    Business Analysis
  • US$80 hourly
    Salesforce architect and consultant with 6+ years experience working with Salesforce and integrating other apps such as Zapier, Docusign, Conga and ZoomInfo. My expertise is in quickly understanding business processes and customizing Salesforce to meet your objectives. I'm proficient in all aspects of Salesforce setup, training teams, troubleshooting Salesforce issues and implementing effective solutions. 3X Salesforce Certified as Administrator, Service Cloud and Experience Consultant with expertise in all areas of Sales Cloud, Service Cloud and Experience/Community Cloud setup and integration. As a committed professional, I'm accessible and responsive to complete your project to full satisfaction.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Organizational Development
    Zapier
    Apex
    Salesforce Lightning
    Visualforce
    Salesforce Service Cloud
    Business Process Management
    Database Administration
    Microsoft Excel
  • US$60 hourly
    I am a certified Salesforce developer with over 5 years of experience. I have helped many businesses to integrate Salesforce with their systems and develop customizable applications on the Salesforce platform and AppExchange. I am also an expert in integrating Salesforce with other technologies, such as Ruby, TypeScript, JS, and Python. I am a highly motivated and results-oriented individual. I am also a team player and I am always willing to go the extra mile. I am passionate about Salesforce and I am committed to helping businesses achieve their goals. I am available for remote work and I am flexible with my hours. I am also willing to travel for long-term projects.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    AWS Application
    Salesforce App Development
    API Integration
    Ruby on Rails
    Salesforce Lightning
    Apex
    Salesforce
    Salesforce Service Cloud
    React
    SQL
    Ruby
    JavaScript
  • US$140 hourly
    Experienced Salesforce Consultant - 5x Certified. I have been Implementing and Administrating Salesforce for over 7 years with extensive experience with 3rd Party Integrations, Custom Apex Development, Automation Tools, and Reporting. While my average organization I support is roughly around 100-200 Salesforce users, some of my clients have +1000 employees that I support on the Salesforce Cloud.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    SQL
    Apex
    Salesforce Lightning
    Microsoft Project
    CRM Software
    Object-Oriented Design
    Marketing Automation Audit
    Salesforce Marketing Cloud
    Customer Relationship Management
    Salesforce Service Cloud
    Pardot
    Email Marketing
    Salesforce CRM
  • US$160 hourly
    Senior Pardot Developer and Salesforce consultant with sales and sales operations background. Expertise in automating sales and marketing, and managing teams. Includes set up, clean up or training of CRMs, Marketing Automation systems, sales systems, database management and QA. 9 years of Pardot experience as client lead. Certified Salesforce Admin, Certified Pardot Consultant, Salesforce Set up and Management, Sales Consulting, Sales Management, Sales Recruiting, Sales Strategy, Scripting, Sales Marketing Strategy, Email copywriting and editing, Lead Generation, Demand Gen, Targeting, Database Management, Lead Nurturing. Clients say I am easy to work with, very organized and detailed in my work. I have consulted with over 100 companies internationally from Silicon Valley to India to Mexico City. My core values as your freelancer are: deliver quality work, communicate and delight.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Sales Management
    Management Consulting
    Campaign Reporting
    Salesforce
    Customer Relationship Management
    Sales Operations
    Email Marketing Strategy
    Pardot Marketing
    Business Consulting
    Salesforce CRM
    Pardot
    Email Marketing
    Marketing Management
  • US$90 hourly
    Hi, I'm Zachary. I’m a passionate Salesforce Developer with a rich background in both corporate and freelance roles. I've proudly served as the go-to Salesforce expert for large enterprises and have also guided many startups and mid-sized companies as a freelance consultant. Here’s what I can do for you: Craft tailored solutions using APEX, Visualforce, Aura, LWC, and more, all while adhering to Salesforce best practices. I ensure your codebase is clean, efficient, and scalable, ready for any future developments. Offer expert consultation on implementations and strategic improvements to optimize your Salesforce experience. Provide insightful business analysis to help you leverage Salesforce effectively, considering your current tech infrastructure. With my specialized experience in Sales and Service Cloud, I’m here to help you navigate your Salesforce journey with ease and confidence. Let’s connect and create something amazing together!
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce Lightning
    Customer Relationship Management
    Salesforce App Development
    Email Marketing
    Salesforce CRM
    Salesforce
    CRM Software
  • US$125 hourly
    I've been working on the Salesforce platform for 10 years. I've implemented Salesforce, related applications, and integrations for companies of all sizes. When approaching a new project, I like to first get on a call to further discuss your challenges, get a better idea of your broad-level goals, and establish the infrastructure and assets you already have in place (or the ones you want to build out, if you're starting from scratch). Salesforce Products: Salesforce CPQ (Revenue Cloud); Sales Cloud; Service Cloud; Community Cloud; Marketing Cloud; Tableau; Breadwinner; Accounting Seed; TaskRay; Salesforce Chat; Datorama; Milestones, and many others Salesforce Administration & Development Administrator & Developer; Lightning & Classic; Validation Rules; Triggers; Flows; APEX & Custom Code; Process Builder; Page Layout Designs; Custom Reports & Dashboards; Third-party App API Integrations; Salesforce Chrome Extension Development Pardot: Technical Set-up, Salesforce/Pardot Integration, HTML Email Templates, Engagement Studio, Automation Rules, Page Actions, Completion Actions on Form Submissions and Landing Page Visits, Training Hubspot: Implementations and Migrations
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    API Integration
    Salesforce
    Salesforce CRM
    Salesforce Service Cloud
    Third-Party Integration
    Salesforce App Development
    Pardot Development
    CPQ Software
    Salesforce CPQ
    Salesforce Lightning
  • US$90 hourly
    Hello and thanks for checking me out. Here is what I can offer and have plenty of experience with: • General assistance with Salesforce and/or Pardot (MCAE) • Import & migration of data • Data prep/cleansing & duplicate management • Adding or improving automation (Lightning Flow) • Connections to external data sources • Improvements to the user experience (layout changes) • Reports & dashboards • On-going maintenance & improvements • Training Many of my clients are long-term, but maybe you only need a few tasks done. (Refer to my Systems Administration profile for more Pardot/MCAE information) Let me know if I can help you!
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    Zapier
    Marketing Automation
    Pardot
    Salesforce CRM
    Email Marketing
    Salesforce Service Cloud
    Salesforce Lightning
    Data Migration
    Pardot Marketing
    Automation
    System Administration
  • US$30 hourly
    I am a Salesforce Certified Developer and Lead with over 6 years of experience in customizing, administering, and testing Salesforce CRM solutions. My expertise includes Lightning Web Components (LWC), Apex, Visualforce, Aura components, and various integration methodologies. I have a proven track record of delivering high-quality, scalable solutions that enhance business processes and drive efficiency. 🎓 Certifications 🎓 ✅ Salesforce Certified Platform Developer I ✅ Salesforce Certified Administrator 💻 Skills and Expertise 💻 ✔️ Salesforce Administration and Development Certified. ✔️ Aura Component expertise ✔️ Lightning Web Components (LWC) ✔️ Proficiency in programming languages (JavaScript, HTML, CSS). ✔️ Experience with Salesforce tools. ✔️ Expertise in Datorama Data Ingestion. ✔️ API Integration (REST and SOAP) ✔️ Analytical skills and ability to focus on tasks till completion. ✔️ Advanced problem-solving skills. ✔️ Proper management of time. ✔️ Ability to work under tight deadlines. ✔️ A good leader, team player, and good decision-maker. ✔️ Proper communication skills (English). ✔️ Fluency with modern development tools. 📞 Looking to tailor a customized CRM solution to skyrocket your Sales and Customer relations? Let's talk!
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce Email Studio
    Salesforce Wave Analytics
    Salesforce CPQ
    Salesforce App Development
    Salesforce
    Salesforce CRM
    Salesforce1
    Salesforce Lightning
  • US$30 hourly
    I am a Salesforce developer working with WakenCode Technologies for the last 7 years. I graduated from Rajasthan Technical University, India in 2017. I have over 7 years of experience with Salesforce Development, Administration, and Customization. I have successfully delivered numerous small and big Salesforce projects, apart from this I also possess strong expertise in API integration and have integrated various third-party apps and software with Salesforce using REST and SOAP APIs. 🎓 Certifications 🎓 ✅ Salesforce Certified Associate ✅ Salesforce Certified Platform Developer I 💼 Here are the services that I can offer 💼 ✔️ Salesforce Development and Administration. ✔️ Aura Components. ✔️ APEX Programming. ✔️ LWC Development. ✔️ Lightning Web Components. ✔️ Database Management. ✔️ Salesforce Consultation. ✔️ Expertise in Datorama Data Ingestion. ✔️ API Integration (REST and SOAP) ✔️ Performs administrative responsibilities to include custom fields, workflows, validation rules, and user management. ✔️ Works within established procedures to develop, test, implement, and maintain application software. ✔️ Provide hands-on, expert-level technical assistance to developers. 📞 Looking to tailor a customized CRM solution to skyrocket your Sales and Customer relations? Let's talk!
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Twilio API
    SOAP API
    REST API
    API Development
    CRM Software
    Salesforce App Development
    Salesforce Email Studio
    Salesforce Wave Analytics
    Apex
    Visualforce
    Salesforce CPQ
    Salesforce Lightning
    Salesforce Service Cloud
    Salesforce CRM
  • US$200 hourly
    𝟱-𝗦𝘁𝗮𝗿 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸 ⭐⭐⭐⭐⭐ Salesforce Certified since 2010 ✅ 🎓 Certified Sales Cloud Consultant 🎓 Certified Service Cloud Consultant 🎓 Certified Data Architect 🎓 Certified Account Engagement (Pardot) Specialist ➡️ Plus 6 more Salesforce certifications 🎓 and 170+ Badges 🏆 👇 Check out my video 👇 👇 Check out my portfolio 👇 🎓 MBA from Duke University, North Carolina 🎓 Certified practitioner/consultant on Salesforce, Google Cloud, and Amazon Web Services 🎓 Fluent in English and French You're in good hands! I have 15 years of consulting experience helping companies of all sizes, from 3 to 300 employees. I lead consulting engagements and helped dozens of customers in Europe and Australia improve their sales and service operations by streamlining and digitizing their processes. "Sami is in a different league altogether as a stand-out, top calibre freelancer and simply outstanding Salesforce.com GURU." -- actual client feedback, October 2019 I pay high attention to detail with focus on end results. I set up customer-centric processes and data-driven KPIs. I specialize in B2B and B2G businesses, particularly in financial services (mortgage brokers, lenders, BNPLs, insurance brokers and carriers), technology (SaaS and fintech), and professional services (law firms, recruiting firms, compliance service providers). I am deeply familiar with the Salesforce technology stack: - Sales/Service/Experience Clouds - Account Engagement (Pardot) - Analytics and reporting - Integration with MailChimp, DocuSign, Xero.com, Conga, Nintex Drawloop, Zapier, HubSpot, LinkedIn, DiscoverOrg, LeanData, Drift, and much more - Installation and configuration of AppExchange apps I specialize in challenging assignments: - Greenfield and brownfield projects - Salesforce migration - Rearchitecting live orgs with zero end-user disruption - Updating and manipulating large data sets - Upgrading from Classic to Lightning
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    B2B Marketing
    Database Design
    Strategy
    Customer Relationship Management
    Pardot Development
    Salesforce App Development
    Salesforce
    Salesforce CRM
    Pardot
    Business with 100-999 Employees
    Salesforce Service Cloud
    Salesforce Lightning
  • US$35 hourly
    I am a skilled Salesforce Architect and Top Rated Freelancer on Upwork with extensive technical exposure and a proven track record in developing and implementing innovative solutions. With expertise in Salesforce, Lightning Components, Apex, and various integration frameworks, I have successfully delivered projects across a wide range of industries. I am highly proficient in Java, J2EE, and other web technologies, enabling seamless integration between Salesforce and external systems. My strong problem-solving skills and attention to detail make me a valuable asset in driving business success. Technical Skills • Salesforce: Lightning Components, Lightning Flows, Apex Class, Triggers, Custom Settings, Custom Labels • Integration: Stripe, Xero, QuickBooks, DocuSign, Adobe Sign, PandaDoc, SAP, Formstack, Hubspot, ChatGPT, MailChimp, WhatsApp, Box.com, Google Drive, Twilio, Shopify,, Answer Hub, WooCommerce , Heroku, Amazon CTI, MuleSoft, Five9, ChatGPT, Zoho CRM. • Web Technologies: Java, J2EE, Servlet, JSP, JSF, Spring, Hibernate, REST, SOAP • Front-end: HTML, CSS, JavaScript, jQuery, AngularJS, Bootstrap, Lightning Design System (LDS) • Cloud Platforms: Heroku, AWS • Database: PL/SQL, SOQL, SOSL Recent Projects • Automation of Accounting for E7evate with Salesforce, Stripe, and QuickBooks integration. • Custom Search functionality using Alogia search and fetching data from Salesforce and WordPress using Node.js. • Storing attachments from Salesforce to OneDrive, Box, Google Drive, and Dropbox. • Extracting data from image files using Einstein OCR. • Twilio integration with Salesforce for SMS conversations. • WhatsApp integration with Salesforce for messages using Digital Engagement. • Setting up Sales Process, lead conversion, Web to lead, and LEX conversion for Pimlico Capitals. I am confident that my comprehensive skill set and experience make me the ideal candidate for Salesforce Architect roles. Please feel free to reach out to discuss how I can contribute to your projects and drive success.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Web Development
    Lightning Bolt
    Salesforce App Development
    Apex
    Salesforce
    Salesforce CRM
    Salesforce Lightning
    Salesforce Marketing Cloud
    Salesforce Service Cloud
  • US$110 hourly
    PRIMARY TALENT: I help organizations get the most out of Salesforce by asking key questions to clarify processes and educate clients on how to best leverage the full power of the platform; providing possible solutions and explaining potential benefits and drawbacks of each solution; working collaboratively to map project phases, timelines, priorities, and business processes; executing project maps; providing ongoing communications and documentation to ensure clarity throughout the process, including full documentation in an easy-to-grasp format; and developing training resources (synchronous or asynchronous) to ensure users are confident using the system and empowered to identify additional system improvements. I am a Salesforce Administrator with several years of experience in both Classic and Lightning doing the following: business analysis; CRM implementations and migrations; data structure consulting; data cleaning, importing, and updating; object and object type customizations; automation using workflow rules and actions, processes, flows, and force.com sites with custom domains; advanced report and dashboard design; Lightning migration; web-to-lead forms; project and business process mapping; thorough documentation; and training of users. I have extremely quick response times (typically less than 5 minutes), provide clear and regular updates throughout the project, and deliver effective solutions by educating clients about the Salesforce platform and empowering them to see where they can improve their business processes. I invest as much time as necessary doing consultations to ensure that I understand your needs and preferences for the work to be completed. I always recommend an initial call or virtual meeting that can be recorded for your use in capturing ideas and solutions we generate, or for sharing with others to see if they have additional ideas or solutions. My first consultation is always free, and you will typically have several valuable ideas by the end of that consultation, as well as questions you can use to screen other providers more effectively to find the ideal candidate for your project. As you may know, there are multiple solutions to most challenges within business and the Salesforce platform. My goal is to find the solutions that provide the greatest value to your business, least maintenance, easiest user experience, and greatest potential to remain relevant if you expand your use of Salesforce in the future. I have experience in both education and sales, which helps me improve sales processes and improve efficiency on sales teams. I find that my experience as a teacher helps me explain concepts and train users very effectively. I often do this through live virtual meetings or screen recordings that can be utilized to train Salesforce users asynchronously. There are many great providers on UpWork who can help with Salesforce projects at hourly rates well below "market" value. Many are highly proficient at executing specific requests from clients, and you can find rates so low you might even feel guilty. I base my rate primarily on my ability to help clients understand the platform's capabilities, advise on optimal solutions once I understand their business processes, and guide clients throughout the process in a manner that keeps their confidence high and provides peace of mind. I recognize that my clients are relying on the solutions I provide to affect almost every aspect of their success and impact on the world, and I take that responsibility very seriously. When a client hires me, they are definitely getting someone highly proficient at working within the Salesforce platform. However, the real value is in my ability to consult on decisions that are likely to make a significant impact on your daily operations and success indefinitely, as well as elevate your vision for what is possible within the Salesforce platform related to your business. That is not a responsibility you want to leave in the hands of the provider who simply knows how to make edits within Salesforce. I meet clients wherever they are regarding their understanding of Salesforce and the potential power of the platform. We work together so that I understand their business and can articulate how Salesforce would optimize their processes, reduce wasted time, catch errors, provide insights in real time, improve customer experiences, and help their employees experience greater job satisfaction. I think of myself as a tour guide for clients who may feel like they are in an unfamiliar foreign country. I work to reduce confusion and anxieties, provide genuine security and confidence, and ensure that your experience is positive as you make the most of the time and energy you are investing in the journey. Please contact me with questions. I am happy to spend as much time as necessary making sure that I'm a good fit for clients before we formalize a client-provider relationship on Upwork.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Database Design
    Sales Strategy
    Sales Consulting
    Sales Operations
    Sales Management
    Data Visualization
    Sales Optimization
    Salesforce CRM
    Customer Relationship Management
    Salesforce Lightning
    Business Consulting
    Data Migration
    Business Analysis
  • US$150 hourly
    I am experienced Certified Salesforce Architect/Admin with over 10 years automating business processes and developing custom scalable solutions on the worlds #1 CRM. I am great at listening to needs of stakeholders, discussing best practices, talking through solutions and transforming gathered requirements into efficient solutions. I have worked on projects as a solo Administrated and have been part of large scale implementations. I have been at a Senior Level Administrative position for the past 3 years within the Salesforce ecosystem specializing in B2B Commerce (Cloudcraze and the newer internal version within Salesforce using communities). I have tremendous amount of experience using all the declarative tools within Salesforce and can read/update/modify Apex code as well. I currently hold 10 Salesforce Certifications: Salesforce Application Architect Salesforce Data Architect and Management Designer Salesforce Sharing and Visibility Designer Salesforce B2B Commerce Administrator Salesforce Platform Developer I Salesforce Service Cloud Consultant Salesforce Sales Cloud Consultant Salesforce Advanced Administrator Salesforce Administrator Salesforce Platform App Builder
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce
    Salesforce CRM
    Salesforce Service Cloud
  • US$115 hourly
    I am a certified Salesforce Administrator with 5+ years of experience in architecting and streamlining Salesforce implementations to drive organizational success. I have a passion for creating scalable CRM solutions tailored to meet your business needs - whether your company is new to Salesforce or needs help optimizing an existing Salesforce instance, I would love to help you get your business where it needs to go! Services I offer: - Salesforce Implementation - User Setup, Custom Objects, Page Layouts, Automations, Reporting - Salesforce integration with 3rd party systems and apps - Troubleshooting Salesforce Issues Technical Skills: - Proficient in Salesforce administration, customization, and configuration. - Strong knowledge of Salesforce best practices and data management. - Experience in managing complex Salesforce Orgs with multiple companies. - Highly effective using Salesforce Flow to automate business processes - Salesforce Reporting and Analytics - Experience with a wide range of Salesforce products including but not limited to Sales Cloud, Service Cloud, Marketing Cloud, Pardot, CRM Analytics, Experience Cloud and Salesforce Maps - Experience implementing 3rd Party Salesforce Integrations including but not limited to DocuSign, ZoomInfo, FormAssembly, Tray.io, Zapier, Stripe, ClearSpider Inventory Management, Impartner PRM, and Dialpad
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    API
    Pardot
    HubSpot
    Salesforce Marketing Cloud
    Data Visualization
    Data Analysis
    CRM Automation
    Data Analytics
    Third-Party Integration
    Salesforce App Development
    Salesforce Service Cloud
    Salesforce Lightning
    Salesforce CRM
    Salesforce
  • US$40 hourly
    I am a Systems Engineer with a specialization as a Salesforce Application Architect. In the last three years, I have had experience as an employee in a National Salesforce Consulting Company. I have worked and supervised other developers in more than 200 projects and scenarios, managing in the best way the development and complying with the completion of tasks on the agreed dates. I have constantly invested time studying and learning about the platform's tools and capabilities to offer optimal solutions for the design, development, and implementation of technological solutions based on Salesforce. I have obtained 8 certificates that demonstrate my skills in this CRM: 1. Salesforce Certified Service Cloud Consultant 2. Salesforce Certified Sales Cloud Consultant 3. Salesforce Certified Application Architect 4. Salesforce Certified Sharing and Visibility Designer 5. Salesforce Certified Data Architecture and Management Designer 6. Salesforce Certified Experience Cloud Consultant 7. Salesforce Certified Platform Developer I 8. Salesforce Certified Platform App Builder 9. Salesforce Certified Administrator
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Data Modeling
    Salesforce CRM
    JavaScript
    Salesforce Lightning
    Import Procedure
    HTML5
    Mobile UI Design
    Pardot
    Salesforce App Development
    Responsive Design
    Apex
    Customer Relationship Management
    Salesforce Service Cloud
  • US$90 hourly
    Hello, I'm a Salesforce Administrator and Developer with a combined total of 5+ years of rich experience, specializing in bringing the best out of Salesforce platforms for businesses. My journey has been filled with unique challenges, especially as the lead Salesforce developer in a fast-paced startup environment. There, I developed a knack for solving complex problems and tailoring solutions to fit specific business needs using declarative and programmatic approaches. My expertise isn't just in coding; it's about understanding and aligning with business goals to deliver impactful Salesforce solutions. While I'm proud of my Platform Developer 1 and Salesforce Certified Admin certifications, what really drives me is applying this knowledge to create effective, efficient systems. I believe in the power of Salesforce to transform businesses, and I'm committed to using my skills to contribute to your team's success. I'm keen to explore how we can collaborate to achieve your Salesforce objectives and drive meaningful results.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce CRM
    SOSL
    API
    Apex
    SOQL
    Salesforce Service Cloud
    Salesforce App Development
    Salesforce Lightning
  • US$125 hourly
    Leader & Solutions Architect @ Cisco Systems Inc. Over 40 successful implementations and architecture redesigns on the Salesforce platform. Industries include: Sales, Service, Marketing, Manufacturing, Waste Management, Healthcare, Insurance, Higher Education (HEDA), Brokerage, and Non-profit (NPSP). Call Center expert. Currently serving as lead Solutions Architect within Cisco's GenAI Center of Excellence. Choosing the right professional to work on your business' Salesforce instance is difficult. You'll need someone with a strong understanding of general Business Processes, and a skill-set worthy of designing them into scalable automation. The right person will grasp the 30,000-foot view of the business just as well as the organization's leadership. In executing they'll aim to satisfy the needs of individual sales & service employees, because the easier the job is for the people that drive revenue, the more successful the organization will become. A simple solution to a tough problem; however, one that requires a level of focus and diligence only a proven track record can guarantee. With that said, let me introduce myself: Hi, I'm Ryan, certified Salesforce Consultant & Solution Architect, and boutique consultancy owner looking to turn your Salesforce frustrations into scalable strengths. What I've described above is what I do for my clients. Simple as that. A brief background on myself: I've been in the Salesforce space for over eight years. Before that, I worked for my family's non-profit. Our goal as a non-profit was to act as an incubator for for-profits, helping rural entrepreneurs in western North Carolina to design systems of management & streams of revenue that would allow their business to grow despite dwindling job growth & brain drain. The non-profit was created by my grandfather and still exists today, boasting a long list of successes. Who's my ideal client? A small-to-medium-sized business owner looking to lay claim to his or her niche industry through cutting-edge technology & automation. If you fit that description, I can automate almost any computer-driven repetitive tasks that stimy your sales & service teams; do things like design (or re-design) your instance to your ideal processes; renegotiate your licensing costs down with Salesforce at contract renewal; but most importantly, I can get to know your business, and invest my time, energy and thought process into it as if it were my own - something you will not get from other freelancers. Past & current client referrals available upon request. Let's build the tool that'll revolutionize not only your business, but your industry. FAQs: Q: Where are you located? A: I live in Chattanooga, TN. Q: Are you willing to travel when necessary (design meetings, roll-outs, training, etc.)? A: Yes, with two-weeks notice. Expenses are paid by the client. Q: What times are you available? A: 8am - 6pm EST, Monday - Friday. Q: What middleware & AppExchange products do you have experience with? A: To name a few: Coveo, Appinium, 7Summits, Pardot, Hubspot, Zapier, TechCanary, Salesforce Maps, DocuSign, Conga, Tableau, 8x8, RingCentral, PostgreSQL, CallTrackingMetrics, Jitterbit, Azuqua, and many, many more. None of this profile was written using AI. I majored in English/Creative Writing before I got into tech - so if you choose me, you're choosing a highly effective communicator!
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Generative AI
    Artificial Intelligence
    Salesforce CRM
    Customer Relationship Management
    Salesforce Service Cloud
    Visualforce
    Salesforce App Development
    Salesforce Marketing Cloud
    CRM Software
    Salesforce Lightning
    Administrative Support
    Automated Workflow
    Tech & IT
    API Integration
  • US$40 hourly
    I'm a Salesforce Architect (also having experience as a Salesforce Technical Lead and Salesforce Developer) having 8 years in experience designing and implementing custom solutions in Sales cloud, Service cloud and Experience cloud, both declaratively and programmatically (Apex, Visualforce, Lightning Web Components, Flow Builder). Actively involved in hands-on design and development within Salesforce platform while comfortably leading dev and qa teams Highly skilled and dedicated individual Experience in translating requirements into robust solutions and follow through delivery and ELS Experience in Salesforce Administrative works like user maintenance, Profiles, Roles, OWD, Sharing Rules, Process Builder, Workflow Rule, Flow Builder, Validation Rule, Record Types, Approval Process etc. Experience in Agile methodologies
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce Service Cloud
    Salesforce App Development
    Solution Architecture
    SOQL
    Solution Architecture Consultation
    Apex
    Salesforce CPQ
    Visualforce
    Object-Oriented Programming
    Data Model
    Salesforce Lightning
    Salesforce CRM
    Salesforce
    Java
  • US$120 hourly
    I'm a fullstack developer who specializes in backend development. I enjoy working with Typescript, GraphQL, and all things Salesforce!
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Redux
    React
    Docker
    Node.js
    Zapier
    Salesforce Lightning
    Salesforce
    Apex
    GraphQL
    TypeScript
    JavaScript
  • US$80 hourly
    To see all my past projects and comments click on the 'All Work' Profile under my picture. I work full-time(VERY flexible schedule) as a Solution Engineer for a Salesforce ISV. I started this out of pandemic boredom and am the CEO of SaaS Consulting LLC. I would rank in the top tier of Salesforce Administrators and I am able to work through complex problems and the simplification of workflows through automation. I can do just about anything with Salesforce(and have resources I can pull in IF needed) and have worked on 100's of applications that connect to/or sit on top of Salesforce. Being new to the site is good news for you & your budget. For a limited time, as I build my reputation on this platform, I am willing to do DISCOUNTED work for non-profits and small scale projects in exchange for raving reviews and/or references. This will be ending soon, as I have already have a decent book of clients. Salesforce process and automation expert AppExchange Application and other connected platforms/apps Salesforce Certified Administrator (SCA), Advanced Administrator and App builder in Progress. Partner Theatre Speaker at Dreamforce -2019 Ranger Status(Highest Ranking) in Salesforce Trailhead with 127 badges, 10 Trails, and 101,000 points accrued thus far Implemented/Configured 100's of orgs/apps Worked in F500 and F50 company environments Fluent in all aspects of the platform and able to communicate technical specifications in layman’s terms Microsoft Office & 365 Pardot Hubspot Zapier Conga Docusign San Francisco based English only
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce
    Salesforce Lightning
    Visualforce
    Salesforce1
    Salesforce Marketing Cloud
    Apex
    Application Integration
    Salesforce CRM
    User Flow
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