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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

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.

🏆 Trusted by brands including New York Times, Experian, Bobcat, Spectrum, Moody Radio, Tampa Bay Lightning, Sand Cloud, The Ordinary and more. If your CRM is disorganized, your automations are underperforming, or your pipeline isn’t converting consistently, that’s exactly where I come in. I do Lifecycle, RevOps, Process Building, Fractional CMO and more. For the past 15+ years, I’ve helped 700+ companies improve lead flow, increase conversions, clean up messy systems, and build scalable marketing and sales operations across HubSpot, Salesforce, and Klaviyo. Unlike most consultants, I combine deep technical CRM expertise with real-world marketing strategy. I don’t just “set up software.” I help businesses build systems that generate revenue. Core Services: • HubSpot, Salesforce & Klaviyo Implementations, Migrations & Health Checks Fix broken setups, improve reporting accuracy, optimize lifecycle stages, clean workflows, improve deliverability, and ensure your CRM is actually supporting growth instead of slowing your team down. • Lifecycle Marketing & Pipeline Automation Advanced nurture sequences, lead scoring, onboarding flows, retention campaigns, pipeline automation, AI sales agents, and customer journey optimization designed to increase conversion rates and customer lifetime value. • CRM Data Cleanup & Deliverability Optimization Duplicate cleanup, bounce reduction, list hygiene, email reputation repair, auto-merging, segmentation strategy, and ongoing database governance to improve campaign performance and reporting accuracy. • Lead Generation & Funnel Growth Facebook Ads, Google Ads, LinkedIn outreach, Apollo campaigns, cold email systems, and AI-powered prospecting strategies designed to consistently generate qualified pipeline. • Ongoing Marketing & CRM Retainers Long-term strategic support for automation, campaigns, reporting, optimization, content strategy, SMS marketing, email marketing, and scaling operations as your business grows. • Custom Development & Creative Custom CRM solutions, branded email templates, landing pages, websites, preference centers, integrations, and automation infrastructure built to match your brand and business goals. Why Clients Hire Me: ✔ 15+ years experience with a Degree in Marketing ✔ Certified In Salesforce (AE, Sales, Marketing, Data), HubSpot, Marketo, Klaviyo, Eloqua and more ✔ 700+ successful projects + 🥇 Hubspot Gold Partner + Salesforce Consulting Partner ✔ Expert-Vetted consultant on Upwork for over 10 years ✔ Deep experience in both B2B, B2C & eCommerce (Almost every industry) ✔ Fast communication & strategic guidance ✔ Long-term scalable solutions, not quick fixes Whether you need a complete CRM overhaul, lifecycle marketing strategy, or ongoing optimization, I can help you identify what’s costing your business revenue and build systems that scale. 📅 Send me a message or book a call directly on Upwork to discuss your project.

I am an experienced Marketing and Communications Manager with a strong background in event planning, digital marketing, and public relations. I have successfully coordinated events for over 500 attendees, working closely with government municipalities and stakeholders within the state of Utah to ensure alignment and impact. My expertise includes promoting events and engaging diverse audiences through comprehensive digital marketing strategies, leveraging social media, email marketing, and graphic design skills to maximize reach and participation. With a solid track record in campaign management, I have increased engagement through targeted social media strategies and influencer marketing initiatives. My role at 47G Aerospace & Defense, for example, included managing outreach within an ecosystem of over 100 companies, driving a 30% increase in campaign reach. I have collaborated with public agencies and private organizations to create effective communications plans, successfully utilizing platforms like LinkedIn, Instagram, Mailchimp, and HubSpot. Additionally, I have developed strong community partnerships, helping clients build brand awareness and loyalty through compelling content and strategic messaging. With a deep understanding of influencer and affiliate marketing, I excel in crafting campaigns that align with business objectives and generate tangible results. My skills in analytics, project management, and relationship-building enable me to support clients in achieving their marketing and communication goals effectively.

Hi there! My name is Alissa, and I specialize in email marketing, marketing automation, and customer journey optimization. I help businesses build efficient, high-converting systems through strategic email campaigns, automated workflows, segmentation, and data-driven optimization. I hold a Bachelor’s degree in Marketing and have 8+ years of hands-on marketing experience. I offer flexible support—whether you need full-funnel email automation, ongoing campaign management, or targeted project-based assistance. My experience includes email strategy, automation setup, CRM integration, audience segmentation, A/B testing, deliverability best practices, and performance reporting, with additional support in SEO and content creation as needed. With strong technical skills and experience across a wide range of marketing platforms and tools, I quickly adapt to new systems and workflows. I’m highly detail-oriented, organized, and dependable, ensuring automations are built accurately, tested thoroughly, and launched on time. I also bring clear, professional communication and a collaborative mindset to every project. If you’re looking for a specialist who can streamline your email marketing and create scalable automation that supports growth, I’d love to connect. Feel free to message me with any questions or proposals—I look forward to working together.

Hi, I’m Regina 😊 I help businesses improve their email marketing through strategic campaigns, automations, and customer journey flows that help keep leads and customers engaged instead of slipping through the cracks. Most clients come to me when their emails feel scattered, inconsistent, or they know they should be doing more with email but don’t know what the next step should be. I help create a clear, organized system behind the scenes so everything works together more effectively and feels easier to manage long term. Credentials & Expertise: ✔ $1M+ earned for clients as a Top Rated Plus freelancer ✔ Experience across Klaviyo, HubSpot, Mailchimp, and similar platforms ✔ Background in business + technical systems What I Bring to Your Business: ✔ Organized email systems that work together ✔ Automations for leads, customers, and ongoing engagement ✔ Campaigns that feel consistent and on-brand ✔ Better targeting so customers get more relevant emails ✔ Clear planning behind the scenes so email feels easier to manage ✔ Strategy focused on long-term growth and retention Extra Value for My Clients: ✔ Custom strategy flowcharts to map out your email system ✔ Clear planning for automations, campaigns, and follow-up ✔ A more organized view of how your emails work together ✨What Clients Say✨ ✔ “Regina mapped out our full email lifecycle with a detailed flowchart before building anything. She identified gaps in our customer journey, cleaned up our segmentation, and implemented automations that actually made sense together. What felt scattered before is now a clear, structured system.” ✔ “We brought Regina in during a migration and she handled everything from setup to integrations and automation. She made sure nothing broke, improved the overall structure, and left us with a system that’s much easier to manage and build on.” ✔ "Regina was incredibly organized and easy to work with throughout the entire project. She helped simplify what felt overwhelming, explained things clearly, and built a much more structured email system that finally made sense for our business.” 📩 Thanks for taking the time to read my profile! I’d love to learn more about what you’re working on. Send me a quick message and let’s chat. :-)