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I help SaaS companies, coaches, and service businesses improve customer experience, automate follow-ups, and organize CRM workflows using GoHighLevel, HubSpot, Salesforce, and customer success systems. I’ve supported healthcare software teams, founders, and growing businesses by: • Improving client response time by 40% • Managing 600+ customer support hours • Maintaining 99% CRM and reporting accuracy • Supporting recurring workflows with zero missed deadlines Here’s how I can support your business: • Customer onboarding & client communication • CRM setup, cleanup & automation • Pipeline and lead follow-up management • Customer support coordination • Email workflow automation • Task and operations management • Administrative support & workflow organization Tools: GoHighLevel | HubSpot | Salesforce | Intercom | ClickUp | Trello | Asana | Slack | Gmail | Outlook | Excel | Canva I’m proactive, organized, and committed to creating systems that improve response times, reduce manual work, and help businesses retain customers. If you need reliable customer success and CRM support, send me an invite or message, I’d love to discuss your workflow and business goals.

I’m a 46 x ⭐️⭐️⭐️⭐️⭐️Certified Salesforce and HubSpot Expert (trailblazer.me/id/divschauhan), Top 1% Expert-Vetted on Upwork, and a 3-time Dreamforce Hackathon Winner, with strong experience in AppExchange product development and active roles as a Salesforce Community Group Leader and Trailhead Answers Leader. ⭐️ Core skills include: ✅ Salesforce Implementation ✅ Salesforce Administration ✅ Sales Cloud ✅ Service Cloud ✅ Financial Services Cloud ✅ Experience Cloud ✅ Marketing Cloud ✅ Salesforce Maps ✅ Flow Builder ✅ Reports & Dashboards ✅ Lightning Pages ✅ Data Migration ✅ CPQ ✅ Commerce Cloud ✅ Agentforce I have worked with 🌟High Profile Clients🌟 in my Salesforce Career: ✅ Yamaha Motors(Fortune 500 Company) ✅ Ticket Master (~100 Million Estimated Revenue per Year) ✅ Lloyds Pharmacy(~150 Million Estimated Revenue per Year) 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬: ✅ Salesforce Certified MuleSoft Developer II ✅ Salesforce Certified B2C Commerce Developer ✅ Salesforce Certified MuleSoft Developer I ✅ Salesforce Certified B2C Solution Architect ✅ Salesforce Certified Marketing Cloud Developer ✅ Salesforce Certified Platform Developer II ✅ Salesforce Certified OmniStudio Developer ✅ Salesforce Certified Marketing Cloud Consultant ✅ Salesforce Certified Marketing Cloud Account Engagement Specialist ✅ Salesforce Certified Marketing Cloud Administrator ✅ Salesforce Certified Nonprofit Cloud Consultant ✅ Salesforce Certified Field Service Consultant ✅ Salesforce Certified CRM Analytics and Einstein Discovery Consultant ✅ Salesforce Certified CPQ Specialist ✅ Salesforce Certified Service Cloud Consultant ✅ Salesforce Certified Marketing Cloud Email Specialist ✅ Salesforce Certified Sales Cloud Consultant ✅ Salesforce Certified Platform App Builder ✅ Salesforce Certified Experience Cloud Consultant ✅ Salesforce Certified Administrator ✅ Salesforce Certified Platform Developer I 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 & 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠: ✅ Configuring Salesforce orgs from scratch, including custom objects, fields, roles, and profiles ✅ Building flows, automating processes, and managing data with Data Loader ✅ Data cleansing and governance for accuracy and reliability ✅ Designing reports and dashboards for actionable insights ✅ Apex classes, triggers, Visualforce pages, Lightning Web Components (LWC), Aura ✅ Custom AppExchange product development and third-party integrations (REST/SOAP APIs, JSON, XML, web services) ✅ JavaScript/jQuery customization to extend Salesforce functionality ✅ AppExchange tool selection, administrator and end-user training, and go-live documentation 𝐇𝐮𝐛𝐒𝐩𝐨𝐭 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 & 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠: ✅ HubSpot CRM setup ✅ HubSpot onboarding ✅ HubSpot customization ✅ HubSpot workflow automation ✅ HubSpot email marketing automation ✅ HubSpot lead management ✅ HubSpot pipeline setup ✅ HubSpot sales automation ✅ HubSpot reporting & dashboards ✅ HubSpot data migration ✅ HubSpot integration services ✅ HubSpot API integration ✅ HubSpot CMS development ✅ HubSpot landing page design ✅ HubSpot email template design ✅ HubSpot contact segmentation ✅ HubSpot data cleanup & deduplication ✅ HubSpot CRM optimization ✅ HubSpot lifecycle stage setup ✅ HubSpot support & maintenance 𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Salesforce Developer, Salesforce Administrator, Salesforce Consultant, Salesforce Marketing Cloud, Salesforce CPQ, Salesforce Development, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Commerce Cloud, Salesforce Einstein, Salesforce Admin, CRM Development, Email Studio, Salesforce Apex, Salesforce Architect, Salesforce lightning, Lightning Web Components, LWC, Salesforce Expert, Salesforce Lightning Web Components (LWC), Salesforce integration, Senior Salesforce Developer, Salesforce AppExchange, Salesforce App Development, Salesforce API, Salesforce, Marketing Cloud, Marketing Campaign, Pardot, Salesforce Developer, Salesforce Development, Salesforce Admin, Salesforce Integration, Salesforce setup, Salesforce set up, Salesforce Customization, Salesforce dev, Account, Lead, Contact, Opportunity, Quote, Order, CPQ, PDF, SF dev, sfdc dev, Salesforce optimization, AppExchange, Managed Package, Unmanaged Package, app, application, publishing, publish, LWC, Lightning, Classic, Aura, Lightning Web Component, Lightning Framework, Visual force, Visualforce, VF, Lightning page, Apex, Trigger, Batch, Apex Class, Scheduler, Scheduled Apex, Batch, Queue, Queueable, Standard Objects, Custom Objects, Custom Fields, Validation, Validation Rules, Automation, Data, Setup, Einstein, Einstein GPT, EinsteinGPT, LinkedIn, Linked In, Apollo, Workflow, work flow, WF, Screen Flow, screenflow, Flow, Trigger Flow, triggerflow, Process Builder, process builder, email, email template, MailChimp, Mail Chimp, Einstein GPT, GPT4, Conga Composer & Conga Sign, Salesforce Maps, High Velocity Sales.

I believe in providing the kind of support that's so good your customers will tell their friends about it--and providing you the tools you need to make this happen. Looking for assistance in getting your help desk, CRM, or sales software configured from A-to-Z? I'm here for you and your business! I have more than 10 years of experience implementing customer service software for projects large and small--including for teams using phone, email, social media platforms, and chat. In addition, I believe customers judge us not on the mistakes we make, but on the type of resolution we provide for them. Often times, how we fix a customer's problem is an opportunity to gain their trust for life. I love digging into an existing implementation and looking for ways your team can be more efficient while still keeping personal touches. I excel at automation and workflow configurations and improvements. I have expertise in all major customer service systems, including Gorgias, Hubspot Service Hub, Freshdesk, Intercom, Zendesk, Front, eDesk, Zoho, Helpscout, WordPress, Podio, Pylon, and more. I also specialize in channels like Slack Connect, LinkedIn messaging, Instagram and Facebook messages, SMS, phone, voice, and more. I am also an expert at sales CRMs, including Pipedrive, HubSpot Sales Hub, Freshsales, Zendesk Sell and Zendesk Sales Suite, Salesmate, and more. Additionally, I have expert-level experience in implementations of Shopify, ShipStation, ReCharge Apps, Bold Subscriptions, ClickUp, Asana, Google Keep, MS Office, QuickBooks, WaveApps, and numerous other cloud-based solutions. I also have substantial expertise in Zoom, Skype, Microsoft Teams, and Slack for any remote team/work consultations. Finally, automation with systems like Zapier and Make are one of my key specialities. They connect anything to everything! If you can dream it, I can build it. Some popular platforms I connect are phone systems like Aircall or Justcall and signing platforms like PandaDoc. One of my key projects has been leading a customer service team for a startup coffee subscription company, which experienced 450% growth in its first year. I also personally provided, for several years, luxury customer service for an independent hotel that, according to TripAdvisor, is one of the "Top 10 rated" properties in its country. One white-glove service I also offer, on a limited basis, is expert-level customer service for high-end clients for short-term events (such as before, during, or after a Kickstarter launch). I also have a separate team of people providing fractional customer service--please ask me about this! No matter your product or service, I will study all documentation you send me to become an expert so that I can provide exemplary, tailored service for your project. I do not shy away from projects that require technical knowledge, either. In addition, I am a native English speaker and a fluent Spanish speaker. Whenever I take on a project, I work to meet and exceed all expectations and requirements, and I always meet or beat a deadline. Let's provide your customers with support they'll rave about to their friends.

I help companies fix and scale their CRM and revenue systems. Most teams don’t need more tools. They need Salesforce, HubSpot, and their internal systems to actually work together. For the past 15 plus years, I’ve been designing and building CRM ecosystems that connect: - Salesforce and HubSpot - Custom-built CRM platforms - NetSuite and financial systems - eCommerce and operational tools The result is a single, reliable system for pipeline visibility, marketing attribution, and revenue operations. What I Typically Fix - CRM pipeline data that sales teams don’t trust - Marketing attribution that doesn’t tie to revenue - Duplicate and inconsistent data across systems - Manual processes slowing down operations - Disconnected platforms (CRM, ERP, Marketing, Product) Core Expertise Salesforce - Sales Cloud, Service Cloud, Experience Cloud, CPQ / Revenue Cloud - Marketing Cloud and Account Engagement (Pardot) - Apex, Lightning Web Components, Flow automation - API integrations (REST / SOAP) - Data modeling, governance, and large data volume design HubSpot - Marketing, Sales, Service, CMS, and Operations Hub - Lead lifecycle design and automation - Marketing attribution and pipeline tracking - Salesforce and HubSpot integration architecture - Custom CRM Development (25+ Years) This is where I differentiate. I don’t just configure CRMs. I build them when needed. - .NET / C# enterprise applications - Node.js and React-based CRM platforms - Custom data models and workflow engines - API-first architecture for scalability NetSuite & Revenue Operations - NetSuite integration with Salesforce and HubSpot - Quote-to-cash and financial data synchronization - Order, billing, and revenue workflows - CRM ↔ ERP data ownership and governance Full-Stack Development (React Focus) - React applications connected to CRM systems - Backend services (Node.js, .NET, APIs) - Integration layers across CRM, ERP, and product systems - Scalable architecture for high-growth environments Integration & Architecture - I design systems, not just connections. - API-first architecture (REST, GraphQL, webhooks) - Event-driven integration patterns - Middleware and workflow orchestration - Cross-platform data governance and ownership rules Common platforms: Salesforce, HubSpot, NetSuite, Shopify, Stripe, DocuSign, Twilio, and internal systems AI Inside CRM I implement AI where it impacts operations: - Lead scoring and prioritization - CRM data enrichment - Automated workflows and decisioning - AI embedded inside Salesforce and HubSpot processes Experience Work delivered for companies including: - Bloomberg - Cargill - CoStar - Porsche - MIT - Humana - Across SaaS, healthcare, financial services, education, real estate, and eCommerce. How I Work I focus on architecture first. - Define system ownership (what lives where) - Fix data structure and pipeline logic - Build integrations that don’t break at scale - Deliver systems teams actually use Best Fit Projects - Salesforce architecture and complex integrations - HubSpot implementation and automation design - Revenue operations system design - CRM rebuilds or migrations - NetSuite ↔ CRM integration - Custom CRM or React-based platforms

Hi, I am Esha Riaz 👋. I have over four years of experience as a Virtual Assistant, focusing on Data Entry and CRM management. I help businesses organize their daily tasks and set up smooth workflows so owners can focus on growing their company. I have completed many successful projects and built a strong profile on other freelancing platforms, and now I am bringing my skills as a new freelancer to Upwork. I am available 24/7 for an introductory call or video meeting to easily fit your time zone 🕒. Send me a message, and let's start building a better system for your business today. My Skills & Tools: 📊 CRM Management: Setting up accounts, managing contacts, and tracking sales pipelines. 🛠️ Tools: HubSpot, Zoho, Salesforce, GoHighLevel, and Podio. 👷 Field Service Software: Managing daily schedules, customer details, and dispatching for service businesses. 🔧 Tools: ServiceTitan and Housecall Pro (HCP). ⌨️ Data Entry & Lead Generation: Fast and error-free typing, finding contact details and collecting real estate property data. 📂 Tools: Microsoft Excel, Google Workspace, MLS and Zillow. ⚙️ Process Automation: Connecting your different software apps so they work together automatically and save you time. 🔗 Tools: Zapier and Make. 📅 General Virtual Assistance: Managing emails, calendar planning, project support and creating basic graphic designs. 🎨 Tools: Canva and standard office tools. Why Choose Me: 💡 I know that a clean database and organized backend are very important for any growing business. Whether you need to move data to a new CRM, track daily leads, or manage field service software, I can provide the right solution. I work with a very organized approach to make sure no details are missed. You can completely trust me for clear communication, meeting strict deadlines, and keeping your data safe 🔒. I take my work seriously and will manage your tasks with high responsibility. Let's connect to get started! 🤝 Thank you for visiting my profile. I look forward to working with you! ✨

CRM & ERP automation specialist focused on improving revenue operations, data integrity, and workflow efficiency. Experienced in DealCloud CRM, ERPNext, Python, and business process optimization across sales and operations systems. I help teams reduce manual work and build scalable, reliable systems that improve visibility and decision-making. What I Can Help You With: 📋DealCloud CRM setup, management, and optimization 📊CRM data cleaning, validation, and reporting support 🤝Customer service support & client communication handling ⚙️ERPNext customization (Client Scripts, Server Scripts, Custom Doctypes, Workflows) 🐍Python automation for business processes and integrations 🌐JavaScript enhancements for UI and client-side logic 🔁Workflow automation (approvals, tracking, notifications) 📈Dashboards, reporting, and operational visibility improvements 🛠️Troubleshooting and system optimization