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Over 20 years of experience in planning, developing and implementing various information technology and CRM solutions across Institutions.  Salesforce Certified Administrator. •Over 5 years of implementing customized CRM solutions to various clients like Verizon, Allianz Re-Insurance . •Automated Service, Sales and marketing processes using Salesforce Lightning flows, AI Agentforce and APEX/Visualforce • Implemented core Salesforce modules like Sales, Service, Financial, Health cloud for small businesses using Agile/Scrum methodologies • Integrated Salesforce with apps like Zoom, RingCentral, Box, Gmail using Zapier • Utilized Webservices/REST API to integrate Salesforce with third party applications. • Implemented Web to Lead, Web to Case and Email to Case channels. • Created OMNI Channel and Web Chat for customer service. • Built reports and dashboards to measure kpis. • Imported data into Salesforce using tools like DataLoader and workbench. • Implemented and created the full life cycle process for large-scale software development • Identified architectural improvements resulting in increased product reliability and responsiveness to new feature requests • Utilizing strong functional knowledge to drive product design • MS (Computer Science) , University of South Carolina, Columbia  Salesforce Certified Administrator  Sun Certified Programmer for Java 2 Platform  Sun Certified Web Component Developer for Java 2 Platform  Sun Certified Business Component Developer for Java 2 Platform  Project management for IT Profession TECHNICAL SKILLS • Java, J2EE, Java Servlets, JSP, JNDI, JFCs, EJB’s, Java Script, AJAX, Web services • Spring Webflow 2.5, STRUTS, Google Web Tool Kit, XML, XSL, ASP, .NET, Shell Scripts, JUnit • WebSphere 8.5, Tomcat, Web Logic 6.0, IIS, Silver Stream App Server, JRun, JWS • RAD 7.5, Eclipse, Visual Studio, JDeveloper, CVS, Clear Case, Stash, UML, Rational Rose • Oracle 11g, D2000, IBM DB2, MYSQL, MS SQL SERVER, MS ACCESS, Toad • Windows XP, IBM AIX and Unix (SUN SOLARIS 5.7), Silver Stream e-portal 2.2 • JIRA, Confluence, Cloud Services (PaaS), SalesForce Administration, APEX, Visualforce, LWC, AI Agentforce

I work on CRM systems that have gotten messy, disconnected, or too manual. Most of my work is around Salesforce, HubSpot, Airtable, Zoho, and Pipedrive. I help with custom development, automation, integrations, migrations, cleanup, reporting, and the backend work needed to make everything talk to each other. On Salesforce, I work with Apex, LWC, Flow, Sales Cloud, Service Cloud, Data Cloud, Agentforce, and API integrations. I can jump into an existing org, clean up old logic, fix broken automations, or build something new from scratch. I also do a lot of HubSpot and Airtable work, especially when teams need better lead routing, onboarding, internal tools, reporting, or syncs between systems. Some of the things I usually handle: - Salesforce Apex, LWC, Flow, SOQL, integrations - HubSpot setup, workflows, pipelines, custom properties, API work - Airtable bases, Interfaces, automations, scripting, API integrations - Zoho CRM and Pipedrive setup or migration - CRM cleanup, deduplication, and data migration - Lead scoring, routing, lifecycle automation, and sales ops workflows - Python and FastAPI integrations - REST APIs, webhooks, OAuth, scheduled syncs - n8n, Zapier, Make, and Airtable Automations - AI workflows with OpenAI, Claude, Agentforce, and RAG - Power BI, CRM dashboards, and operational reporting I've worked on CRM projects where data was spread across multiple systems, leads were being missed, automations were firing at the wrong time, or teams were still copying information by hand. That's usually the kind of problem I like working on. I can also build custom Python services when the native CRM tools aren't enough, whether that's syncing data with PostgreSQL, connecting a third-party API, processing incoming webhooks, or handling a more complicated workflow outside the CRM. For AI, I keep it practical. Things like lead qualification, call summaries, email drafting, ticket classification, CRM enrichment, internal search, or routing work based on actual CRM data. Main tools I work with: - Salesforce - HubSpot - Airtable - Zoho CRM - Pipedrive - Apex - LWC - Python - FastAPI - PostgreSQL - n8n - Zapier - Make - OpenAI - Claude - Agentforce - Power BI If your CRM is hard to maintain, your tools aren't syncing properly, or your team is doing too much by hand, I can help clean it up and make the whole setup easier to work with.

Zoho CRM Architect & Forensic Specialist | 13+ Years Zoho | Creator, Deluge, Analytics, Integrations I'm an independent Zoho Partner who has spent the last 13+ years architecting, customizing, and rescuing Zoho CRM instances for 150+ SMBs. From custom modules and Deluge automation to Creator applications and multi-system integrations, I work at the code level where most consultants stop. Core Zoho Services: Zoho CRM — Setup, customization, custom modules, Deluge functions, blueprints, workflows, scheduled jobs, and bulk data/API optimization Zoho Creator — Custom application development, portal builds, WorkDrive integration, Deluge-driven workflows Zoho Analytics — Reporting, dashboards, and cross-module data models Zoho One ecosystem — CRM ↔ Books, Recruit, Desk, Inventory, and Campaigns integrations External integrations — APIs, Twilio, MQTT, WooCommerce, Stripe, Catalyst, Zapier, Make AI integration — Native Zoho AI, OpenAI, and Claude/MCP-based automation layers Forensic Specialty — Zoho CRM Field Dictionary: When something is quietly breaking your Zoho CRM — field values changing overnight, workflows conflicting, functions nobody documented — I find it. I produce a complete forensic analysis of your instance: every field mapped across its three naming systems (display label, API name, column name), every workflow, blueprint, and scheduled function cross-referenced to show exactly what touches what. Delivered as a searchable HTML dictionary and AI-ready markdown files your team can query in plain English using Claude or ChatGPT. Instantly answer "why does Lead Score change overnight?" Know every automation that touches a field before you change it Onboard new admins in hours instead of weeks Audit-ready documentation for compliance and handoff The Problem I Solve: Most Zoho CRM instances grow organically. Consultants come and go. Automations get layered on top of automations. Nobody documents the Deluge functions running at 2am that silently update your lead scores, deal health, or pipeline status. When something breaks — or when a new admin inherits the system — nobody knows where to start. I do. Why Work With Me: Beyond Zoho, I bring 20+ years of enterprise IT leadership — including VP-level roles at a major Wall Street firm covering Legal, Compliance, Finance, AML/OFAC, and SOX systems. That background means I've managed the complexity you're living with, not just read about it. You get both the technical depth to extract and analyze your system at the code level, and the business judgment to tell you what actually matters. Technical stack: Zoho CRM, Creator, Analytics, Deluge, Catalyst | Python, SQL, REST APIs, Claude/MCP, AI automation

🏆 Top Rated Plus | 100% Job Success | 5 Star Reviews ⭐⭐⭐⭐⭐ I'm Uttam — a CRM & Automation Architect and full-stack developer with 15 years of building systems that solve real business problems, not prototypes that gather dust. I work with funded startups, agencies, and enterprise teams to eliminate manual workflows, connect disconnected platforms like HubSpot, Salesforce, Zoho, and Odoo, and layer AI-driven automation into the operations that actually move revenue. ✔ CRM Implementation & Integration ───────────────────────────────────── HubSpot | Salesforce | Zoho | Odoo | SharePoint | Microsoft Power Platform I architect end-to-end CRM implementations and integrations, from pipeline design and custom object configuration to REST/GraphQL API connections with your accounting, time-tracking, eCommerce, and marketing platforms. I've integrated HubSpot with PostGrid for direct mail, Zoho with ATS and billing systems, Salesforce with custom internal tools, and Shopify storefronts with CRM backends for B2B pricing and order sync. The result every time: your team sees one source of truth instead of five tabs. ✔ AI-Powered CRM & Workflow Automation ───────────────────────────────────── This is where I spend most of my time, and where the market has the fewest people who can do it well. I architect and build AI-powered CRM systems across HubSpot, Salesforce, Zoho, and Odoo, then connect them to intelligent automation layers using n8n, Make, Zapier, and Power Automate. I don't just configure tools, I redesign the workflows underneath them so your team stops doing work the system should be doing. On the AI side: I build production-grade RAG pipelines, AI Agents, and document intelligence systems using OpenAI GPT-4o, Claude (Anthropic), LangChain, Pinecone, and Milvus. If you need an internal AI copilot that searches your company knowledge base, generates first-draft proposals from uploaded RFPs, or qualifies leads from incoming documents, I've built and shipped exactly that, embedded directly into client operations. I also run AI strategy and enablement sessions for business teams who want to understand what's worth automating, what's overhyped, and how to build a practical roadmap, without wasting budget on the wrong tools. ✔ CMS, eCommerce & Custom Web ───────────────────────────────────── WordPress | Shopify | HubSpot CMS | Sitefinity | Drupal | Webflow | Contentful | Magento I build and migrate enterprise CMS platforms for clients in healthcare, finance, legal, and education, including Sitefinity implementations, Drupal-to-latest upgrades, and HubSpot CMS custom module development. On the eCommerce side, I've built custom WooCommerce gateways, Shopify B2B stores with multi-tier pricing, and Magento B2B search ───────────────────────────────────── Specializations and Keywords: AI Automation, AI Agent Development, RAG Pipeline, LangChain, OpenAI GPT-4, ChatGPT Integration, Generative AI, LLM Integration, Prompt Engineering, N8N Automation, Make, Zapier Expert, Power Automate, Microsoft Power Platform, REST API Integration, GraphQL API, Workflow Automation, Business Process Automation, CRM Development, CRM Integration, CRM Consultant, HubSpot Developer, HubSpot Expert, HubSpot CRM, HubSpot Consultant, HubSpot Integration, HubSpot Automation, HubSpot CMS Developer, Salesforce Developer, Salesforce Consultant, Salesforce Integration, Salesforce Implementation, Zoho CRM, Zoho Developer, Zoho Integration, Zoho Consultant, Odoo Developer, Odoo CRM, Odoo ERP, SharePoint Integration, Microsoft 365, WordPress Developer, WordPress Expert, WordPress Plugin Development, Drupal Developer, Sitecore Developer, Webflow Developer, Contentful Developer, Headless CMS, CMS Migration, Shopify Developer, Shopify Expert, Shopify Integration, Magento Developer, WooCommerce Developer, eCommerce Automation, React Developer, Vue.js Developer, Node.js Developer, Laravel Developer, PHP Developer, .NET Developer, Full Stack Developer, SaaS Development, Multi-tenant SaaS, MVP Development, Custom Web Application, Healthcare CRM, Enterprise CMS, Digital Transformation, Solution Architect, Technical Architect, Fractional CTO, Drupal, Sitecore, Craft CMS, Umbraco, Sitefinity, Kentico, Contentful, Bigcommerce, Sanity, Strapi, Storyblok, Headless

I don't stop at themes and templates, I build custom applications, APIs and the architecture behind them. I'm a Full-Stack developer first, building modern web applications with Python, TypeScript, JavaScript, React and Node.js, from frontend interfaces through to backend services and APIs. That engineering foundation is what I bring into every CMS platform, CRM system and integration I build. With over 12 years under my belt, I help businesses craft scalable digital solutions that blend strong technical architecture with smooth user experiences and features aimed at improving efficiency and conversions. I partner with startups, agencies and growing companies to design and build websites and web applications that are fast, responsive, SEO-friendly and easy to manage. My experience spans WordPress, Shopify, HubSpot, Python, TypeScript, JavaScript, React, Node.js and AI implementation. My process combines UI/UX strategy, clean code, system architecture and performance tuning to deliver solutions designed for long-term success. What I Do Best • Full-Stack Development – building modern web applications with Python, TypeScript, JavaScript, React and Node.js, from frontend interfaces to backend services and APIs • AI Implementation – integrating AI capabilities into websites, applications, business workflows and automation systems • WordPress Development – crafting custom themes, working with Elementor and Divi, setting up WooCommerce and tweaking plugins to fit your needs • Shopify Development – building custom storefronts, tailoring themes, boosting conversion rates and integrating apps smoothly • UI/UX Design – creating wireframes, prototypes, and user flows in Figma, all focused on layouts that convert • API & System Integration – connecting websites, applications, CRM platforms and third-party services through APIs, webhooks and custom integrations • CRM & Automation – HubSpot implementation and customization, CRM development, GoHighLevel automation, customer lifecycle automation and sales and operations workflow optimization • CMS Development – experienced with WordPress, Shopify, Hobspot, Webflow, Wix, Squarespace and Framer • Responsive Design – designing mobile-first, fast-loading and user-friendly interfaces that look great everywhere • SEO & Performance – optimizing Core Web Vitals, speeding up page loads and setting up structured SEO • Figma/PSD to CMS – turning your designs into pixel-perfect, fully functional websites Whether you’re looking for a full-stack application, AI integration, eCommerce store, website, landing page, CMS solution or CRM system, I bring both hands-on development experience and an architecture-focused approach to building reliable digital solutions that support business growth.

Hi, I'm a Certified Salesforce Administrator & Developer with 5+ years of hands-on experience in delivering customized Salesforce CRM solutions. I specialize in optimizing workflows, automating business processes, and driving digital transformation for businesses using Salesforce across Sales Cloud, Service Cloud, and Marketing Cloud. My focus is on improving user adoption, creating actionable insights with advanced reporting, and configuring Lightning Experience. I have a proven track record of success in delivering scalable CRM solutions that enhance business performance and align with enterprise goals. Whether you need assistance with Salesforce setup, process automation, or reporting, I’m here to ensure your Salesforce system meets your business requirements and drives growth. 💡Key Skills & Expertise - Salesforce Administration: Configuring Salesforce to streamline business processes, increase productivity, and enhance user adoption. - Salesforce Development: Developing custom applications and workflows using Apex, Visualforce, and Lightning Components. - Cloud Solutions: Proficient in Sales Cloud, Service Cloud, and Marketing Cloud integrations and customizations. - Process Automation: Automating workflows, approval processes, and business rules to improve efficiency. - Data Management: Expertise in data modeling, security architecture, and role-based access control for clean and maintainable data. - Reporting & Dashboards: Building custom reports and dashboards that provide insights into critical business metrics. 💡What Sets Me Apart - Agile Methodology: Worked in Agile environments, translating business needs into functional Salesforce configurations. - Salesforce Best Practices: Deep knowledge of Salesforce best practices, governance policies, and maintaining compliance. - User-Centric Solutions: Expertise in implementing user adoption strategies, ensuring a smooth transition and high user engagement. - Measurable Impact: Delivering tangible, business-focused results by optimizing CRM performance and driving digital transformation. - End-to-End Expertise: From configuration to custom development, I handle the complete Salesforce lifecycle, ensuring seamless integration and scalability. 💡Industries I’ve Worked In - Sales & Marketing: CRM solutions to streamline lead management, sales forecasting, and customer relationship management. - Customer Support: Service Cloud customizations for enhanced support ticket management, case resolutions, and knowledge management. - E-commerce: Integration of Salesforce with e-commerce platforms to improve customer engagement and support. - Consulting: Assisting companies with digital transformation by optimizing their Salesforce environments for improved efficiency. 💡Why Work With Me? - Clear Communication: I believe in clear, transparent communication and keeping you updated every step of the way. - Timely Delivery: I prioritize delivering high-quality solutions within agreed timelines. - Long-Term Relationships: My goal is not just to complete a project, but to build a lasting, fruitful partnership with my clients. - High ROI: My Salesforce solutions are designed to increase your team's productivity and drive measurable business growth. Let’s work together to optimize your Salesforce CRM, automate key processes, and unlock valuable insights that can take your business to the next level. Send me an invite today, and let’s get started! 🚀