Hire the Best CPQ Software Specialists

🏆 Top 1% Expert-Vetted Salesforce Consultant | 99% Job Success Score | 5.0★ Rating Across 264 Engagements on Upwork I’m a ⭐️⭐️⭐️⭐️⭐️36x Certified Salesforce and 14x Certified HubSpot Expert (trailblazer.me/id/divschauhan), 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 ✅ 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 ⭐️⭐️⭐️⭐️⭐️ Financial Services Salesforce Consultant | Service Cloud | Experience Cloud | Sales Cloud | Australia | Europe | UK | USA | Canada | UAE 𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Salesforce Developer, Salesforce Administrator, Salesforce Marketing Cloud, Salesforce CPQ, 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 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, Managed Package, Unmanaged Package, app, application, publishing, publish, Lightning, Classic, Aura, Lightning Web Component, Lightning Framework, Visualforce, VF, Lightning page, Apex, Trigger, Batch, Apex Class, Scheduler, Scheduled Apex, Batch, Queue, 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’m a Salesforce Developer & Consultant with 10+ years of hands-on experience helping businesses streamline operations, close deals faster, and scale with smart CRM strategies. Over the years, I’ve worked with clients across the world, and beyond, delivering tailored Salesforce solutions that solve real business challenges, whether it’s optimizing sales processes, improving service operations, or building scalable custom apps. 🔹 What I Do Best Salesforce CPQ / Revenue Specialist - Configure, Price, Quote automation that simplifies complex sales cycles. Custom Development (Apex, LWC, Visualforce) – Clean, scalable, and future-ready code. Automation (Flows, Process Builder, Triggers) – Reduce manual tasks and boost team productivity. Integrations & APIs – Salesforce ↔ third-party tools (Marketing, Finance, Support, Analytics). Data Migration & Cleanup – Ensure accuracy and reliability across legacy systems. Sales & Service Cloud Consulting – Set up scalable, user-friendly solutions for growth. Salesforce Clouds: Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Agentforce, CPQ, Field Service, API's I bring over 10+ years of hands-on experience in Salesforce development, business growth, and CRM strategy, helping businesses streamline operations, generate leads, and scale faster with smart, tailored solutions. 👉 My approach is simple: understand your business challenges first, then design Salesforce solutions that actually solve them. I focus on delivering results that improve efficiency, drive adoption, and create measurable business impact. 📌 Why Work With Me? I bring 10+ years of proven expertise across industries like SaaS, Healthcare, Finance, and Retail. I don’t just “implement Salesforce,” I align it with your business goals so it drives measurable impact. If you’re looking for a reliable Salesforce partner who understands both the technical and business side of CRM, let’s connect. I’m here to help you make Salesforce work harder for your business.

Salesforce Architect and Consultant with 13+ years of hands-on experience, helping businesses streamline operations, enhance customer engagement, and drive growth through custom Salesforce solutions. 🔹 Top 10% Salesforce Developer on Upwork 🔹 100% Job Success | 12,000+ Hours | $100K+ Earned 🔹 5-Star Feedback ⭐⭐⭐⭐⭐ & High Client Retention 🔹 AppExchange Product Developer | Agentforce | AI Agent 🔹 Available 24/7 | 45–50 Hours/Week 🔖 Certifications – 7x Salesforce Certified • Salesforce Certified Data Cloud Consultant • Salesforce Certified Agentforce Specialist • Salesforce Certified Platform App Builder • Salesforce Certified Platform Developer I • Salesforce Certified Sales Cloud Consultant • Salesforce Certified Service Cloud Consultant • Salesforce Certified Administrator 🏆 Career Highlights ✅ 50+ Salesforce implementations (Sales, Service, Experience, and Marketing Cloud) ✅ 120+ successful Salesforce integrations ✅ Published AppExchange App – from ideation to deployment ✅ Enterprise-grade CRM optimization for Healthcare, E-commerce, Real Estate, Tax Depreciation, Finance, and more 🛠 Industries Served Healthcare | E-commerce | Education | Non-Profit | Real Estate | Pharma | Automotive 💼 Core Competencies: • Salesforce Configuration & Customization (LWC, Aura, Apex, Flows) • Agentforce & AI Integration • Data Cloud & Salesforce Einstein • AppExchange Product Development • Salesforce Integrations (REST/SOAP APIs, Middleware) • Data Migration & Quality Management • Mobile App & Product Engineering • 3rd-party Integrations (DocuSign, G-Suite, QuickBooks, etc.) • AI Voice Agent (Retell AI, Twilio Voice, Vapi) Great With: * SaaS & CRM Solutions *Extensive experience in Salesforce Implementation, Development, Administration, Company Setup, High level of Customization, Configuration, Apex, Visualforce pages, Creating Triggers, Data quality management, and Data migrations from & to Salesforce, Mobile administration, Customizing Dashboards, Reports, Searches, Standard Objects, Workflow actions, Assignment rules, and Validation rules. * Extensive experience in integration with Social Media, payment gateways, Google Apps, QuickBooks, MailChimp, Constant Contact, Microsoft SQL Server, external system integration, DocuSign, G-Suite * Extensive experience in formula fields, workflows, Data Security, Reports, Dashboards, Data Import & Data migration In the past 12+ years, I have dedicated myself to learning how to improve processes for manufacturing, customer service, and program & software integration. I believe this journey has made me an excellent fit for understanding the needs your team has for their CRM. 📩 Let’s Connect Ready to transform your Salesforce experience? Let’s talk about how I can help you optimize, integrate, or scale your CRM.

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.

𝗦𝘁𝗶𝗹𝗹 𝘂𝘀𝗶𝗻𝗴 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗹𝗶𝗸𝗲 𝗮 𝗱𝗮𝘁𝗮𝗯𝗮𝘀𝗲 𝗶𝗻𝘀𝘁𝗲𝗮𝗱 𝗼𝗳 𝗮 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗲𝗻𝗴𝗶𝗻𝗲? That's exactly what I fix. 𝙏𝙤𝙥 𝙍𝙖𝙩𝙚𝙙 · 100% 𝙅𝙤𝙗 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 · 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚 𝘾𝙚𝙧𝙩𝙞𝙛𝙞𝙚𝙙 𝘼𝙙𝙢𝙞𝙣𝙞𝙨𝙩𝙧𝙖𝙩𝙤𝙧 · 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚 𝙊𝙛𝙛𝙞𝙘𝙞𝙖𝙡 𝙋𝙖𝙧𝙩𝙣𝙚𝙧 I'm Mariana, Salesforce consultant and founder of Palm Consulting, a certified Salesforce Partner. With 1,600+ hours and 28 projects completed on Upwork, I specialize in turning underperforming orgs into systems that generate real revenue. I work with US-based companies across Real Estate, SaaS, Nonprofits, E-commerce, and Professional Services. What they all had in common when they came to me: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝘄𝗮𝘀𝗻'𝘁 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 𝘄𝗵𝗮𝘁 𝗶𝘁 𝘀𝗵𝗼𝘂𝗹𝗱. 𝗧𝗵𝗮𝘁'𝘀 𝘄𝗵𝗮𝘁 𝗜 𝗳𝗶𝘅. No unnecessary complexity. No overengineering. Just systems your team actually uses. 𝗪𝗵𝗮𝘁 𝗜 𝗱𝗼: 𝗔𝗴𝗲𝗻𝘁𝗳𝗼𝗿𝗰𝗲 & 𝗔𝗜 ▸ Agentforce setup, configuration, and Cloud architecture ▸ AI-powered lead qualification and opportunity routing ▸ Intelligent task automation and workflow triggers ▸ AI-driven alerts and decision logic inside your org 𝗦𝗹𝗮𝗰𝗸 + 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 ▸ Real-time deal alerts and pipeline notifications in Slack ▸ Approval workflows, renewal reminders, and task routing ▸ Slackbots for sales teams, ops teams, and managers ▸ Bidirectional sync between Salesforce records and Slack channels 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗖𝗼𝗿𝗲 𝗖𝗹𝗼𝘂𝗱𝘀 ▸ Sales Cloud: pipeline structure, lead automation, forecasting ▸ Service Cloud: case management, SLAs, ticketing systems ▸ Nonprofit Cloud (NPC): donor management, grants, program reporting ▸ Experience Cloud: portals, partner communities, self-service hubs ▸ Marketing Cloud: journeys, lead nurturing, segmentation 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻, 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 & 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 ▸ Full implementations from scratch: clean, documented, scalable ▸ Messy org audits and CRM re-architecture ▸ Flow Builder automation to eliminate repetitive manual work ▸ Data migrations from spreadsheets, HubSpot, Zoho, or any legacy CRM ▸ Third-party integrations: Stripe, QuickBooks, Mailchimp, Zapier, Google ▸ Executive dashboards and reports your leadership will actually open 𝗪𝗵𝗮𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗴𝗲𝘁: ▸ A Salesforce org built around how your team actually works, not a generic setup they ignore ▸ Pipelines that move leads forward automatically, not manually ▸ Full visibility for managers without chasing down reports ▸ Hours per week back for your sales and ops teams ▸ A system that grows with your business, not one you'll need to rebuild in 12 months One client booked a 30-minute consultation and turned it into a year-long engagement. That's the kind of work I'm here to do. If you're investing in 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲, 𝗔𝗴𝗲𝗻𝘁𝗳𝗼𝗿𝗰𝗲, 𝗼𝗿 𝗔𝗜 and not seeing results, I can tell you exactly what's in the way. ▸ 𝘽𝙤𝙤𝙠 𝙖 30-𝙢𝙞𝙣𝙪𝙩𝙚 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚 𝘼𝙪𝙙𝙞𝙩. 𝙄'𝙡𝙡 𝙧𝙚𝙫𝙞𝙚𝙬 𝙮𝙤𝙪𝙧 𝙤𝙧𝙜 𝙖𝙣𝙙 𝙜𝙞𝙫𝙚 𝙮𝙤𝙪 𝙖 𝙘𝙡𝙚𝙖𝙧, 𝙥𝙧𝙞𝙤𝙧𝙞𝙩𝙞𝙯𝙚𝙙 𝙖𝙘𝙩𝙞𝙤𝙣 𝙥𝙡𝙖𝙣. 𝙉𝙤 𝙥𝙞𝙩𝙘𝙝. 𝙅𝙪𝙨𝙩 𝙖𝙣𝙨𝙬𝙚𝙧𝙨.

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