Name: Data Migration specialists
Brand: Upwork
Rating: 4.8 (340 reviews)

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Clients rate Data Migration specialists

4.8/5

based on 340 client reviews

$75 hourly
- 5.0/5
- (5 jobs)
•Experienced Hubspot Admin: Full Hubspot setup and integrations, workflows, campaign builds, data hygiene, Full Funnel builds with documentation and training •Tech Stack Integration: Proficient in integrating multiple systems into current CRMs, specializing in Salesforce and HubSpot administration to ensure optimal data hygiene and streamline end-to-end sales processes. •Full-Funnel Rebuilds: Expert in executing full-funnel rebuilds within CRMs, redesigning layouts, and implementing workflows for capturing top-of-the-funnel data to enhance overall process efficiency. •Strategic Commission Restructuring: Proficient in restructuring commission plans and sales team metrics to align with company expectations and drive improved results. •Sales Training and Support: Provided comprehensive training to growth teams, including C-Suite executives, on system processes and procedures, ensuring a cohesive and knowledgeable team. Additionally, collaborated seamlessly across departments to align strategies and enhance overall business performance. •Data-Driven Insights: Utilized data analytics to derive actionable insights, optimizing decision-making processes and contributing to the development of effective sales strategies

Data Migration
CRM Software
Data Visualization
Google Workspace
Microsoft Excel
Salesforce
HubSpot
Salesforce CRM
Data Management
Procedure Development
Sales Analytics
Analytics Dashboard
KPI Metric Development
Business Process Automation
Sales Operations
$40 hourly
- 5.0/5
- (5 jobs)
I am Azam, a dedicated professional with a Master’s degree in Computer Science and over seven years of experience in the tech industry. As a Certified Zoho Specialist and Advanced Zoho Partner, I focus on empowering small to mid-sized businesses by implementing, customizing, and integrating a full suite of Zoho applications. My expertise covers a broad spectrum of Zoho tools, including Zoho CRM, Zoho Books, Zoho Projects, Zoho Campaigns, Zoho SalesIQ, Zoho One, Zoho CRM Plus, Zoho Creator, Zoho Inventory, Zoho Analytics, and more. Professional Background & Experience My career began with a successful entrepreneurial venture, where I founded and managed an apparel company specializing in B2B operations, supplying products to retail chains and events. This experience provided me with a hands-on understanding of the critical importance of aligning technology with business processes. To optimize my business operations, I harnessed the power of Zoho One, integrating key applications like Zoho Books, CRM, Projects, and Creator, alongside essential tools such as G Suite and RingCentral. Through advanced customization and automation, I transformed our workflows, significantly enhancing efficiency and scalability. Technical Proficiency & Specializations My technical proficiency within the Zoho ecosystem is underpinned by a deep understanding of business workflows and process optimization. I specialize in developing custom functions using Zoho Deluge, Zoho’s powerful scripting language, enabling businesses to automate complex tasks and significantly reduce manual effort. This expertise allows me to create tailored automation solutions that enhance operational efficiency and drive business growth. For example, I’ve developed custom workflows for a client in the retail industry, automating their sales pipeline from lead generation to order fulfillment. This automation not only reduced the manual workload by 50% but also increased their sales conversion rate by 30%. API Integration Expertise My experience extends to integrating Zoho applications with third-party platforms through APIs. Whether connecting Zoho CRM with Shopify for streamlined e-commerce management or integrating Zoho Books with QuickBooks for seamless financial data synchronization, I ensure that all systems work together cohesively, creating a unified and efficient business environment. A notable project involved integrating Zoho CRM with a client's Shopify store, automating the synchronization of customer data and orders between the two platforms. This integration resulted in a 40% reduction in order processing time and significantly improved the accuracy of customer data. Data Migration & B2B Expertise In addition to custom development and integration, I am highly skilled in data migration, particularly migrating from QuickBooks to Zoho Books. I ensure that the transition is smooth and error-free, maintaining data integrity and continuity. My background in B2B sales and marketing allows me to offer comprehensive solutions that align with both the strategic and operational needs of businesses. For instance, I recently managed the migration of a mid-sized manufacturing company's financial data from QuickBooks to Zoho Books. The project included mapping complex financial records and ensuring a seamless transition with zero data loss, ultimately enhancing the company's financial reporting capabilities. Business Process Optimization & Compliance My deep understanding of business process optimization allows me to streamline operations through tools like Zoho Creator, creating custom applications that meet specific business needs. I am also knowledgeable in obtaining and maintaining industry certifications, such as Service-Disabled Veteran-Owned Small Business (SDVOSB), ensuring compliance with regulatory standards. Programs & Tools Expertise Zoho Applications: Zoho Books, CRM, Projects, Analytics, Campaigns, Forms, SalesIQ, CRM Plus, Creator, Marketing Hub, WorkDrive, Mail, Inventory. Third-Party Integrations: G Suite, Google Drive, Google Docs, Dropbox, RingCentral, MS Office, ShipStation, ISN, Zoho Flow, Zapier. Commitment to Excellence Whether you are looking to migrate to Zoho, customize your existing applications, or integrate Zoho with other tools, I bring a wealth of experience and technical expertise to help your business achieve its goals. My commitment to excellence and client success drives me to deliver solutions that not only meet but exceed expectations, ensuring that your business is equipped with the tools it needs to thrive in a competitive market.

Data Migration
Business Consulting
API Integration
SaaS
Shopify
System Automation
System Administration
Zoho Platform
Zoho Projects
Zoho PageSense
Zoho Analytics
Zoho Creator
Zoho Books
Zoho Desk
Zoho CRM
$60 hourly
- 5.0/5
- (13 jobs)
Thank you for taking the time to look at my profile. I am an experienced Systems Administrator and Solution Architect. I have a strong background in cybersecurity completing my graduate work on the specifics of anonymization relating to cyber attacks. I have a constant desire to learn and continue to do so in multiple disciplines. I have diverse interests and I feel that positions me well for success in almost all scenarios. My career is driven by a pursuit of knowledge across various disciplines, creating a diverse skill set that is adaptable. Whether working with Microsoft 365 (including GCC High), Intune, Azure, Google Workspace, Jamf, or other communication and automation tools, I bring a wide variety of experience to each project. I pride myself on being easy to work with and a good communicator. I am a firm believer in empowering others to use technology to further their causes. Key Expertise: - Cybersecurity Measures and Protocols - Systems Architecture and Administration - Proficient with Microsoft 365, Google Workspace, and Shopify - Expertise in Automation and Systems Integration I am eager to bring my skills to new and ongoing projects. Let's connect and discover how I can help you succeed.

Data Migration
OKTA
Cloud Architecture
Virtual Desktop Infrastructure
Cloud Implementation
Google Workspace
Information Security
Information Architecture
Microsoft Azure
Asset Management
Information Security Awareness
$100 hourly
- 4.9/5
- (39 jobs)
Seasoned executive with extensive experience automating complex processes and freeing up time for you to focus on the bigger picture. From simple drip campaigns to the most complex workflow automation, I have what it takes to vet the situation and recommend the best solution to meet your needs. Whether you have a single project or are in need of ongoing support, I would love the opportunity to assist with your HubSpot needs. Specializing in... ~Marketing Hub | Landing Page, Workflows, Content Strategy & Design, Blogs, Social integrations, Email CMS Hub | Full website design, Private content functionality Service Hub | Knowledge Base, Tickets, Chatbots CRM/Operations Hub | Account Setup, List Imports, Custom Properties, Integrations with your other applications Sales Hub | Teams, Templates, Sequences, Tasks Custom Reporting and Dashboards across all efforts Education: MBA, over 24 years of hands-on experience, and several HubSpot certifications

Data Migration
Marketing Automation
Customer Relationship Management
Process Improvement
Marketing Strategy
Lead Generation
Marketing Plugin
Email Marketing
Analytics
HubSpot
$65 hourly
- 4.8/5
- (115 jobs)
I'm a full-time freelance website expert. I have experience planning and delivering world-class website projects and support to companies of all sizes - including custom HTML, PHP, WordPress, WooCommerce and Shopify development and optimization. ✅ I've helped deliver more than 200 custom websites and web-based applications ✅ My core strengths are Shopify and WordPress (custom plugin and theme development) Projects I typically work on include: ✔ CMS Development – Custom WordPress themes and plugins ✔ E-commerce Development – WooCommerce and Shopify stores ✔ PHP Frameworks – Laravel / CodeIgnitor / Core PHP ✔ JS Frameworks – MEAN Stack / Node.JS / Angular 5-6 ✔ FRONTEND – HTML5 / CSS3 / jQuery / Bootstrap ✔ BACKEND - RESTful / JSON / XML ✔ Version Control - Github / Gitlab / Bitbucket / SVN ✔ Databases and Data Management - MySQL / MongoDB / SQL ✔ API Integration - Payment gateways / Google Maps / Mailchimp Looking forward to working with you!

Data Migration
On-Page SEO
Laravel
AWS Systems Manager
Web Hosting
AWS Server Migration
HTML
PHP
Shopify
WordPress
$35 hourly
- 5.0/5
- (49 jobs)
Design visually appealing, easy to use, reliable, trouble-free MS Access and Excel solutions that enable your business to Do . . . More, Faster, Better! I am the go-to person my colleagues ask for Access / Excel / Automation assistance and advice. Visual Basic for Applications (VBA) expert highly skilled in delivering client-specific custom office automation solutions: * Data management (structure, transformation, quality, consistency, ease of maintenance) * Dynamic Data Views / Analysis (1 click) * Dynamic Analysis (pivot tables, slicers, charts, graphs, dashboards) Experienced incorporating advanced Excel Functions (Dynamic Arrays), Data Management, and Automation tools (Power Query, Pivot Tables, VBA, etc.) As a Detail-Oriented developer, my work ethic is to do it right the 1st time, on time My solutions reflect best-practice guidelines, a clean / intuitive design, accuracy, reliability, high performance, consistent user-experience, and a long-term value to your company. In addition to the technology side, I advocate for Business Process Improvement, focusing on ease-of-use, data quality, reliability, and productivity improvement. My clients really appreciate someone who is business process savvy. When it comes to hiring, I realize that you have a choice. Many freelancers simply do what you ask for. I listen to what you say and work to exceed your expectations.

Data Migration
Project Workflows
Microsoft Access Programming
Visual Basic for Applications
Automation
AppSheet
Database Design
Spreadsheet Software
SQL
Dashboard
Macro Programming
Google Sheets
Power Query
Microsoft Excel
$125 hourly
- 5.0/5
- (4 jobs)
A freelance web programmer for over 10 years, Matthew brings expert level skills to the table. If you are in the initial phases of your project, he can assist with the specifications/requirements documentation. If you are trying to fix a broken site, he's a prolific debugger. REST APIs built in PHP, Python or JavaScript Crafty frontend UIs Data Architecture E-Commerce Matthew has a wide range of experience and is excited to help with your project!

Data Migration
API
Python
PHP
WordPress
JavaScript
Magento 2
UI/UX Prototyping
Specifications
Data Modeling
WordPress e-Commerce
$63 hourly
- 5.0/5
- (9 jobs)
Hi I'm Sam! I'm a certified Salesforce Administrator living in both Nashville, TN and New York City.  » I provide expertise on all activities related to SFDC, Saleforce.com setup, architecture, strategy, configuration, customization, administration, and data migration.  » I am able to implement formulas and various advanced fields like picklist, custom formula fields, field dependencies, validation rules, work flows, and approval processes for automated alerts, field updates, and email generation according to application requirements. I can quickly and accurately generate reports and dashboards with client data as well.  » I have Salesforce Superbadges in Lightning Experience Reports & Dashboards, Service Cloud, Security, App Customization and Business Administration and hold Trailhead's Ranger rank as well. I look forward to hearing more about your projects! Cheers, Sam

Data Migration
Salesforce Sales Cloud
Neos Flow
Automated Workflow
Database Optimization
Automation
CRM Software
Sales Lead Lists
Salesforce Lightning
Salesforce
Dashboard
Salesforce CRM
Salesforce Service Cloud
$125 hourly
- 5.0/5
- (11 jobs)
I have been developing web apps for over 20 years. My career began writing classic ASP pages, and I primarily used the .NET Framework around 2005. Over the last ten years, I've spent most of my time architecting and building web and mobile apps with ASP.NET MVC and Web API. Recently, I have spent a lot of time working with ASP.NET 8 (Core) and Azure. I'm constantly learning and love new challenges. I am a full-stack developer with experience in database design, database programming, IIS, deployment, source control, dev ops, and front-end development. I love the art and science of programming and always adhere to best practices like source control, unit testing, and SOLID programming principles. Some of my strongest skills include: - ASP.NET MVC, Razor Pages, Web API, Minimal API, and Blazor Web - ADO.NET and SQL Server - Abstractions, Unit Testing, and Source Control - JSON, jQuery, Angular, Vue, Knockout - HTML5, CSS, and Bootstrap - XML, XSLT, and SOAP - Custom Saas, Content Management, and Dashboards

Data Migration
Prototyping
Database Design
API Development
C#
.NET Core
Progressive Web App
Microsoft SQL Server
Web Development
JavaScript
$40 hourly
- 4.9/5
- (71 jobs)
My specific expertise is web design and development in the WordPress and Ruby-on-Rails frameworks. I have more than 20 years experience in software development and web development combined. I provide the entire website life-cycle: web design, development and web site maintenance. I develop sites for all levels - startup to full enterprise site. One of the highest-rated developers on UpWork - with a "Top-Rated" badge and a 100% job success rating. I focus on efficiency and quality. I do not provide you with a 'less than credible' price estimate then leave you with a broken or unfinished product. I stand ready to help large and small entrepreneurs successfully build their website or web app while respecting their unique budget constraints.

Data Migration
API Integration
Amazon S3
API
Ruby
Ruby on Rails
GitHub
PostgreSQL
Bootstrap
CSS
WordPress
JavaScript
Divi
Web Design
HTML
$80 hourly
- 5.0/5
- (260 jobs)
I’m a certified Google Workspace administrator with more than 10 years of Google Workspace experience. I have planned, deployed and migrated small, medium and large size companies from many different business sectors such as: Health Care, Finance and Insurance, Food Services, Higher Education, Technology, Software Development, Manufacturing, Marketing Agencies, Venture Capital and many others. I have successfully migrated over 500 companies to Google Workspace from many different sources, including but not limited to: Office 365, Hosted Exchange, on premise Exchange, Google Workspace, POP servers, IMAP servers (Gmail, Yahoo, AOL and others), Lotus Domino, SharePoint, Box and Dropbox. I will not only plan, coordinate and execute your data migration, but I will also take care of the project management aspect, I will help you to: assess, plan, coordinate, communicate and execute your full transition to Google Workspace. If you have an existing Google Workspace account, I can help you as well, I have experience in the following areas. -Backup solutions -Archiving solutions -Cybersecurity audits -Encryption -Google Drive migrations -Complex email rules -Ransomware prevention - Protecting your company’s data with security options like 2-step verification and single-sign-on -Third party apps integration (Zoom, Slack, Zoho CRM) -DNS (MX, SPF, DKIM and DMARC) Let’s schedule a meeting so you can learn more about my services.

Data Migration
Email Communication
Backup & Migration
Cloud Security
Google
Cloud Computing
Domain Migration
Computer Skills
Information Security
Single Sign-On
Customer Service
Google Cloud Platform
Microsoft Windows
System Administration
DNS
$100 hourly
- 5.0/5
- (2 jobs)
I am a driven and detail-oriented Process Specialist with 10 years of experience in professional and leadership roles. I have a passion for improving processes and building resources that ensure success beyond the lifecycle of the project. I believe that fostering relationships and understanding clients’ needs is the key to effecting positive change. I feel passionately about providing a solution that will add value to your business, rather than increase the burden, and that will therefore be adopted by your organization well into the future. I have helped clients to research and adopt new PPM Software solutions to meet their specific needs, and have overseen various IT projects including APIs and data migrations. Completed Certification Program in Monday.com. Adept in Smartsheets, Microsoft Project, Asana, Coda, Excel, PowerPoint, GSuite, SharePoint, Outlook, and Word. As demonstrated by my PMP Certification, I have years of project and program management experience for clients with diverse cultures, industries, and goals.

Data Migration
Process Design
Process Improvement
Business Process Automation
Project Portfolio Management
Project Management
Task Coordination
Change Management
Google Workspace
Process Optimization
Microsoft SharePoint
Microsoft Excel
Stakeholder Management
Asana
$83 hourly
- 5.0/5
- (14 jobs)
Over the past fifteen years as a technology consultant, I’ve delivered many services and tackled thousands of troubleshooting and security-related tickets. My twelve-year tenure at Dell SecureWorks, working in eight different roles, involved managing cybersecurity for clients worldwide and contributing to numerous high-impact projects. These experiences inspired me to develop FixFinder, a software product that enhances service efficiency through self-help IT tools. As a long-time UpWork client, I value transparency and honesty. I’ve often encountered freelancers who claimed they could handle everything but lacked depth. I understand the importance of hiring someone who can consistently and successfully tackle challenges without a steep learning curve. As a freelancer, I commit to billing only for the hours worked, never padding time entries or idling on your hard-earned money. I believe in scoping work clearly with clients from the start—determining requirements, organizing resources, and planning our approach to accelerate progress and reduce surprises. While I’m adaptable and can work with less initial information, I prefer to keep processes transparent and structured. My deep technical intuition, developed through professional services and ongoing support for my companies and others of all sizes, is complemented by a relentless work ethic. I’m adept at auditing systems, securing environments suitable for small to enterprise-level operations, and employing a business-savvy approach without overwhelming clients with technical jargon or excuses for not producing results. In my hands-on technical work, I focus on eliminating surprises, clearing obstacles, and resolving issues swiftly and thoroughly. I provide detailed reports on problems and strategize preventive measures to mitigate future complications. Whether leading a team or working independently, I tailor my approach to effectively meet project demands. Having managed numerous migrations for remote, on-site, and hybrid setups, I know the nuances of planning, communication, preparation, execution, and ongoing support. I aim to teach my methodologies, help organize our efforts, and ensure alignment at every step. I seek opportunities to build trust and mutual growth with introspective clients. Things I promise never to do: • Undermine you in front of your employees or clients. • Expose your environment to apathy and neglect. • Misrepresent problems, challenges, or progress. • Attempt to solicit your employees, clients, vendors, etc. • Exaggerate my skills or abilities to gain profit. What I like about my clients: • Mutual Effort in Scoping: Helps avoid misunderstandings and ensures a smooth project. • Realistic Expectations: Ensures quality work without undue stress. • Respect for Expertise: Trusting experts to execute smooth transitions and avoid pitfalls. • Engagement and Participation: Active involvement keeps the project aligned and progressing. • Understanding of Complexity: Recognizing IT challenges helps manage expectations. • Appreciation for Effort: Acknowledging hard work creates a positive environment. • Ethical Practices: Valuing honesty and integrity builds a trustworthy relationship. Powered by #actualintelligence Vendors, Tools, and Platforms that I've mastered, trained others on, supported in production, and migrated to/from: Active Directory Azure AFI.AI Airtable Avanan Autotask Aruba Barracuda Basecamp BitDefender Bloomfire BitTitan Box.com Calendly Carbon Black Cisco ASA Citrix CloudAlly Cloudflare ConnectWise Confluence Crowdstrike DataDog Dell DMarcly DNSFilter Dropbox Duo MFA Datto RMM Famous Server Fortinet Google Workspace Google Cloud GoDaddy GitHub Hyper-V InTune Involv Intranet IT Glue Juniper SRX JIRA Kaseya VMS Kernel Migrator LastLine LastPass Lenovo METRC MigrationWiz Mimecast Microsoft Defender Monday Mover MoveBot Ninja RMM N-Able Okta Panda Pantheon PagerDuty Pardot Palo Alto Proofpoint Pillr Prismatic Product Board Remedy Rocket Cyber Salesforce SendGrid SentinelOne ShareGate SiteGround Snort Sonicwall Sourcefire Splunk StackPath Sucuri Taegis EDR Teams TeamWork Trend Micro Umbrella Ubiquiti WPEngine WordPress Zapier Zoom

Data Migration
Single Sign-On
Malware Detection
IT Infrastructure
IT Compliance Audit
IT Consultation
IT Support
Firewall
Cloud Computing
Managed Services
Cloud Security
Remote IT Management
Microsoft Active Directory
Office 365
$100 hourly
- 5.0/5
- (17 jobs)
Results-driven individual, who is a team player, with hands-on experience in managing project operations; well prepared to excel in a project management position. * Possess knowledge of major project management functions, including project planning, design, scheduling, light estimating, financial controls, monitoring project processes and delivery. * Demonstrated success utilizing, technical, computer, dynamic organizational and communication skills to proactively multitask, plan, and direct demanding operations and complex schedules. * Articulate communicator and team player who can foster and fortify productive relations with vendors, colleagues, and management. * IT Infrastructure Design and Management * Custom software and integration developer

Data Migration
Information Architecture
Office 365
Cloud Migration
Migration
Project Management
Fiddler
Software
Solution Architecture
Software Development
$35 hourly
- 5.0/5
- (20 jobs)
Do you use QuickBooks Online(QBO)? Are you behind in your bookkeeping? Need to clean up tasks from previous months? Or even years? Behind in Reconciliations? My name is Kim, I am a Certified QBO ProAdvisor, and I will help you fix your books quickly and get you back on the right path! As a QBO Advanced Certified ProAdvisor, I am an expert in QuickBooks Online and can help you avoid the struggles many business owners make when their bookkeeping is not up to date. I demonstrate excellent organizational skills, accuracy, and confidentiality. I have over 15 years of experience performing bookkeeping tasks and experience supporting dozens of small business owners like yours that use QuickBooks Online Accounting Software. As a Certified ProAdvisor, I thrive on working out the details, figuring out the best way to manage a project, and helping others do the same. Whether you're a small business owner or an independent contractor, leading a non-profit organization, or just about anything in between, my skills can help you with: • QuickBooks Online Start-Up • QuickBooks Online Catch-Up • QuickBooks Online Clean-Up • QuickBooks Online Maintenance • Review, Analyze, and Reconcile Bank Statements and Transactions • QuickBooks Online Training • QuickBooks Migration from Desktop to Online • QuickBooks Migration and Integration with 3rd Party Apps • Data Entry and List Building I'm committed to helping you organize and understand your QuickBooks Online software so you can get the financial information you need to make informed decisions, be tax-ready, and save time so you can do what you do best - focus on growing and scaling your business and increasing your income + impact. If you are looking for a detail-oriented, reliable, and experienced bookkeeper for your business committed to consistently meeting deadlines, contact me! I am excited to help you succeed!

Data Migration
Troubleshooting
Project Management
Job Costing
Sales & Inventory Entries
Inventory Management
Invoicing
Accounts Receivable
Accounts Payable
Bank Reconciliation
Data Entry
Bill.com Accounts Payable
Payroll Reconciliation
QuickBooks Online
Expert
$200 hourly
- 5.0/5
- (148 jobs)
Email Deliverability Superhero: Land in Inboxes, Not Spam Folders or Not Delivered Tired of emails bouncing like rogue asteroids? 😩 🚀 Drowning in MX, PTR, BIMI, SPF, DKIM, and DMARC jargon? 🤯📑 Fear not, fellow marketer! Your inbox salvation has arrived! 💪🛡️ I'm your Email Deliverability Expert, here to guide your messages through the treacherous spam gauntlet and straight into your audience's eager eyes. 🎯 With 28 years of experience in email evolution, server configurations, DNS wizardry, and blacklist banishing, I'll: ** Diagnose and fix your email delivery woes like a ninja doctor. 🥷🏥 ** Craft bulletproof DNS records that authenticate your domain like Fort Knox. 🏰🔐 ** Eradicate spammy content like Thanos with the Infinity Gauntlet (of email best practices). 🙅‍♀️🗑️ ** Monitor blacklists and reputation like a hawk, keeping your email squeaky clean. 🦅🕵️‍♀️ ** No more sleepless nights spent wondering if your emails ever reached their destination. 😴🚫 Let me be your email delivery Guardian Angel, ensuring your messages land where they belong: in inboxes, not spam folders. 🙏😇 Ready to finally conquer the email wasteland? 🚀 Hire me, and let's watch your email open rates skyrocket like a SpaceX launch! 💥📈 Bonus: I speak fluent MX, PTR, SPF, DKIM, DMARC, and BIMI. Let's geek out! 🤓✨ Don't wait! Contact me today and let's make your email marketing dreams a reality. 💫📧 P.S. Don't forget to check out reviews from my happy clients here on Upwork, for proof of my email deliverability magic! 🪄

Data Migration
Business Consulting
SendGrid
Website Migration
Malware Removal
Linux System Administration
Business Development
Digital Marketing
System Administration
Web Development
Email Deliverability
WordPress
Git
$70 hourly
- 4.9/5
- (62 jobs)
I am a Certified Salesforce.com Administrator with 15 years of Salesforce.com experience. I have extensive knowledge about Salesforce.com's capabilities and various 3rd party applications. My work has focused on new implementations, system configurations, data migrations, and general user enhancements in the Sales Cloud, Financial Cloud, and Health Cloud. I have also helped clients with other CRMs that include: Insightly, Pipedrive, Prosperworks/Cooper, Act!, and SugarCRM. Salesforce.com Experience: - Implementations - Lightning Experience (LEX) Migrations - Data Migration and Management - System Configuration: fields, page layouts, custom objects, record types, add-ons, etc. - User Management: roles, profiles, licenses, permissions, etc. - System Security: sharing rules, permission sets, roles, profiles, etc. - Lightning Dialer - Scheduler - Flows (converting Workflows and Process Builders to Flows per SFDC retirement plan) - Files Connect - Financial Services Cloud - Health Care Cloud - Workflows - Email Templates - Processes via Process Builder - Validation Rules - Lead Queues and Management - Price Books and Products - Reports and Dashboards - Migrations off of Salesforce.com to: Insightly, ProsperWorks, Act! 3rd Party Add-On Experience: - 8x8 Virtual Office - 360SMS - Adobe Sign - AppCrown - Apptoto - Calendly - Conga Composer - DemandTools/PeopleImport - DocuSign - Formstack - Jitterbit - JotForm - MailChimp - Milestones PM - OpenView Gateway - Outreach - Pardot - SalesLoft - SalesReach - TaskRay - Xactly/Incent - Various Zapier integrations with Salesforce.com I enjoy working on a team or as an individual contributor and am flexible with my working hours. I am interested in short-term or long-term projects. I look forward to hearing from you!

Data Migration
Salesforce Sales Cloud
Salesforce Lightning
Analytics
Implementation
Database Administration
Report Writing
Process Improvement
Salesforce CRM
Microsoft Excel
$85 hourly
- 5.0/5
- (14 jobs)
Accomplished Senior CRM Architect with over 15+ years of IT experience and passion for developing innovative solutions using Microsoft's Power Platform. Excel at automating and optimizing business processes, as evidenced by creation of scheduling tool through Dynamics 365 and Power Apps led to significant cost reductions. Proficient in migrating CRM systems to cloud-based infrastructures, using tools such as Power Automate and SQL, to enhance data management and system performance. Bring proven track record of designing Power BI reports empower Sales and Operations with actionable insights, coupled with focus on driving efficiency and user experience improvements through strategic CRM tool development and administration.

Data Migration
Microsoft Power BI
Microsoft Access Programming
Customer Relationship Management
Microsoft Dynamics Development
Dashboard
Microsoft PowerApps
Microsoft Dynamics CRM
Microsoft Dynamics 365
SQL
SQL Server Integration Services
Microsoft SQL Server Reporting Services
Business with 10-99 Employees
Business with 100-999 Employees
$44 hourly
- 5.0/5
- (9 jobs)
Highly experienced IT consultant, with strong technical writing background. Database design using industry-leading data modeling tools, such as Erwin. MS Access database design and development. Data architecture, data warehouse design / development, and data integration /conversion. Data and Process flow diagramming using Visio. Technical writing tools include Word, Excel, PowerPoint, Visio, and Adobe Acrobat DC Small business accounting services, including training in QuickBooks. Tax preparation using Intuit ProConnect Tax Online.

Data Migration
Process Modeling
Report Writing
Database Design
Master Data Management
MySQL
PostgreSQL
QuickBooks Online
Erwin
Data Modeling
Microsoft Access Programming
Bookkeeping
Tax Preparation
Technical Writing
Editing & Proofreading
$95 hourly
- 5.0/5
- (17 jobs)
Throughout my career, I have developed a reputation as an experienced professional with the ability to implement new technologies and systems within fast-paced, high-profile environments; able to oversee and evaluate day-to-day operations. I am known to be a collaborative team-player with the capacity to serve as a technical subject matter expert; skilled in managing an integrated technical support team as part of overall customer support infrastructure; to simplify sophisticated issues to make them easily comprehensible for a broader audience; known to support and troubleshoot challenging issues with computer equipment, business applications, and software. Perhaps most important, I am a resilient individual with strong management and people skills, personal values, and technical knowledge; able to produce annual operation forecasting reports and strategy; highly skilled in training team members, improving business performance, conducting research, negotiating vendor contracts, generating revenue and minimizing risks.

Data Migration
Training
Microsoft SharePoint
Business with 10-99 Employees
Microsoft SharePoint Designer
Microsoft Outlook
Information Technology Operations
Microsoft SharePoint Development
Project Management
Windows 10 Administration
Network Design
Business with 1-9 Employees
System Administration
Microsoft SharePoint Administration
Microsoft Teams
$45 hourly
- 0.0/5
- (1 job)
PERSONAL PROFILE I'm a law graduate (LLB) and corporate paralegal with experience working for an international company as both paralegal and legal assistant. My expertise lies in areas such as corporate filings, corporate governance, contract drafting and review, and advertising review. I understand the importance of clear communication and always provide regular updates to clients. I am committed to delivering high-quality results within tight deadlines. Whether you require assistance with specific projects or more general administrative work, I am confident in my ability to provide exceptional services and results to you and your business needs.

Data Migration
Trademark
Trademark Search
Corporate Governance
Legal Assistance
Legal Writing
Microsoft Excel
Contract Drafting
Problem Solving
Time Management
Legal Software
Google Docs
Document Review
Filing
Microsoft Office
$10 hourly
- 5.0/5
- (7 jobs)
I am a professional Virtual Assistant, Expert Data Miner, Lead Generation Expert, and Data Entry Specialist. If you are ready to kick-start your project immediately, send me a message and lets schedule a call to discuss your requirements. Data Entry Specialist: As a Data Entry Specialist, I excel in accurately inputting, updating, and managing various types of data into databases, spreadsheets, or other systems. With a keen eye for detail and precision, I ensure that the information is organized, error-free, and easily accessible for analysis or operational purposes. Lead Generation: Proficient in Lead Generation, I employ strategic methods to identify and qualify potential leads for your business. Utilizing diverse tools and platforms, I research and compile valuable leads, delivering a pool of prospects that align with your target audience or criteria. This involves gathering contact information, demographic details, and other pertinent data to facilitate your marketing or sales efforts. Data Mining: Adept at Data Mining, I extract valuable insights and patterns from large datasets. Through various analytical techniques and tools, I dive deep into data repositories to uncover meaningful trends, correlations, or hidden information. This process helps in making informed decisions, refining strategies, and optimizing business performance. Virtual Assistant: Offering comprehensive Virtual Assistant services, I support administrative tasks, manage schedules, handle correspondence, and facilitate various operational aspects of your business remotely. Whether it's managing emails, coordinating meetings, or performing research, I ensure efficient and organized support to enhance your productivity. Ready to hire a freelancer who values your time and money? Let's schedule a call and discuss your project in detail!

Data Migration
Lead Generation
Market Research
Article Writing
Editing & Proofreading
Virtual Assistance
Data Extraction
SEO Writing
Copy & Paste
Data Entry
$40 hourly
- 5.0/5
- (13 jobs)
Experienced in Manual Software Testing for significant years with following skills: • Understanding of SDLC and STLC process with involvement in Test Planning, Test case preparation & review. • Experienced in Functional Testing, User Interface Testing, Installation/Uninstallation Testing, Cross Browser Testing. • Testing of deferred and custom actions of WIX installers. • Expertise in Project Management & bug tracking (using ‘Redmine’, ‘JIRA’or ‘Mantis’) • Knowledge of virtualization tools like VMWare for creation of different testing environment. • Administration and maintenance of Windows Client/Server environment applying appropriate security & group policies.

Data Migration
TestRail
Localization Testing
A/B Testing
Test Case Design
Atlassian Confluence
Software Testing
Software QA
Manual Testing
$60 hourly
- 5.0/5
- (24 jobs)
Thank you for visiting my profile and taking the time to explore how I can contribute to your business success. My passion lies in solving problems, streamlining business operations, and maximizing ROI. From custom end-to-end web and mobile application development, artifical intelligence integration and know-how to enterprise software solutions, workflow automation/optimization and all the bells and whitles of business analysis, managing teams of any size and transparently documenting every step of the way with custom ClickUp spaces, dashboards and streamlined automation, I am here to define your challenges and address them with the best solutions. I look forward to forming mutually beneficial, genuine, and sincere partnerships while making your project and company succeed for the never-ending fast-paced future of technology. Let me help you achieve what you deserve! Bring stuff below. **Professional Summary:** With over two decades of experience in business analysis, project management, and consulting, I excel in driving transformative initiatives and architecting innovative solutions. My expertise spans the entire project lifecycle—from requirements gathering to implementation—ensuring robust solution architectures that align with organizational objectives and promote sustainable growth. I am dedicated to leveraging cutting-edge technologies and methodologies to achieve business success. --- **Expertise:** - **Solution Architecture:** Passionate about system solution architecture, data analysis, and automation, with a talent for rejuvenating outdated systems and processes. - **Project Management:** Proficient in managing complex projects from initiation through delivery, with a focus on optimizing workflows and enhancing communication. - **Business Analysis:** Skilled in conducting comprehensive analyses, developing visual design concepts, and ensuring customer success through effective CRM. - **UX/UI Design:** Expert in ideation, wireframing, prototyping, and strategy formulation, dedicated to enhancing user experiences. - **Technical Skills:** Experienced with Microsoft Office Suite, Databases (MySQL, MSSQL Server), HTML5, CSS, JavaScript, Photoshop, Adobe Creative Suite, and more. --- **Fields of Interest:** - Crafting innovative software solutions to tackle critical challenges. - Leading and collaborating with teams on IT-related projects. - Providing support in project management, strategy, UX/UI, and business/data analysis. - Ensuring customer success, fostering relationships, resolving issues, and customer retention. - Budget and fiscal management, human resources, and human capital administration. --- **Experience:** - **TransparentBPO / Tobius Ventures LLC:** IT Solutions Architect (Nov 2022 - Mar 2023) - **Merck Animal Health (Merck & Co.) / Celeritas Digital LLC:** Business Analyst/Project Manager (Aug 2021 - Mar 2022) - **P3 Technologies:** Product Project Manager (Sep 2021 - Dec 2021) - Managed various projects involving the development of a pet health and care platform. - **Upwork.com:** Business Consultant, Solution Architect (2017 - Present) - Transitioned from full-time employment to freelancing, establishing Do IT Florida LLC, and undertaking diverse projects. - **INSZoom Inc. (Bay Area, CA):** Business Analyst / Project Manager (Jan 2017 - Dec 2017) - Worked with enterprise clients such as Microsoft, PwC, E&Y, General Electric, and Amazon. - **Hewlett Packard Enterprise / Thomson Reuters / County of San Diego:** IT Project Manager (Sep 2016 - Dec 2016) - Documented requirements, collaborated with teams, tested user stories, and supported change management initiatives. - **NYC Parks:** IT Project Manager / Senior Budget Analyst (Feb 2006 - May 2016) - Led the development and implementation of business and IT solutions for budget management and reporting. **Languages:** - English: Expert - Russian: Expert - Spanish: Beginner Let's work together to turn your vision into reality!

Data Migration
Agile Software Development
Project Management
Solution Architecture
Customer Service
Front-End Development
Database Modeling
Website Prototyping
Business Analysis
Agile Project Management
Solution Architecture Consultation
Sketch
Adobe Illustrator
Adobe Photoshop
User Experience Design
$125 hourly
- 4.8/5
- (58 jobs)
Data generates solutions. As a problem solver fueled by innate curiosity, I have acquired fifteen years of data operations, market research, and IT experience. I have evolved professionally into a master of business intelligence tools such as Alteryx and Tableau. I take pride in providing my clients with insights that drive their growth, efficiency and bottom line. I have history of work across healthcare, retail and education industries among others. I have supported data from small excel files through major databases such as Salesforce, Snowflake, Big Query, and AWS. I am familiar with project management tools such as Jira, monday.com and Slack.

Data Migration
Data Analytics
Data Modeling
Report
Operations Analytics
Data Cleaning
Alteryx, Inc.
Automation
Analytics
Data Management
Tableau
Data Processing
Microsoft Excel
Data Visualization
Google Sheets
$35 hourly
- 4.9/5
- (44 jobs)
I am very good at working with Data. I can create vast array of excel databases that streamline data and create views to analyze the information. I can also create macros for all tools to facilitate the analysis of the data in minutes versus days in manual manipulation of data. I have an MBA and skilled at working with financial data and creating analysis or providing forecasting or modeling. I have a bachelor's in engineering and am very technical in nature and love to work with data. Love to figure things out.

Data Migration
Finance & Accounting
Database
Spreadsheet Software
Macro Programming
Financial Planning
Visual Basic for Applications
Data Entry
Microsoft Excel
$95 hourly
- 5.0/5
- (20 jobs)
As a seasoned Salesforce Consultant, I have a proven track record of implementing and administering effective CRM solutions across various industries. With over 15 years of experience in business operations, I bring a unique perspective that goes beyond typical development. I believe in true partnership and work closely with businesses to build custom CRM solutions tailored to their specific needs. Expertise: - CRM Implementations: Salesforce, Insightly, HubSpot, Monday.com, Zoho, Microsoft Dynamics, GHL and others - Full Stack Development and Architecture - Comprehensive Salesforce Implementation: Sales Cloud, Service Cloud, Field Service, Marketing Cloud, Health Cloud, Commerce Cloud, Financial Cloud and Nonprofit Cloud - Knowledge of Lightning Components: Pardot, Visualforce, HTML and more - Data Migration - CRM Analytics: Reports and Dashboards - API Integrations - System Automations - Project Management: SCRUM/ Agile Methodology I collaborate with businesses from the inside out, ensuring that every CRM solution is practical and aligned with industry requirements. Let's build a CRM that makes sense for your business.

Data Migration
Salesforce
Salesforce CRM
Salesforce Marketing Cloud
Zapier
Salesforce Lightning
Visualforce
Salesforce App Development
Salesforce Service Cloud
HTML
Apex
Business Operations
Business Consulting
API Integration
Salesforce Sales Cloud
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