Hire the Best Five9 Specialists

Overview: I'm an independent Five9 consultant and the founder of DialNode. I help contact centers and sales teams get real, measurable results from their Five9 investment. With over a decade of hands on experience and certifications in Inbound Admin, Outbound Admin, and Workflow Automation, I've worked across finance, healthcare, education, e-commerce, and government. What I can do for you: 🚀 Outbound Dialer Optimization: increase connect rates, reduce abandonment, and maximize sales ROI 🔗 CRM Integrations: HubSpot, Salesforce, GoHighLevel, and custom API connections ⚡ Workflow Automation: streamline repetitive tasks, improve agent efficiency, and reduce errors 📊 Branded Client Portals & Reporting: real-time dashboards your team can access without touching a database 🤝 Technical Consulting & Support: implementations, troubleshooting, compliance, and performance tuning Whether you need targeted support or a full implementation, I build things that run.

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

I help founders and small business owners turn operational chaos into systems that run without them: clean CRMs, documented workflows, automated follow-up, SOPs, and financial visibility that let the business scale instead of living in the owner’s head. I’m a Business Operations Consultant with 13 years of institutional financial operations experience across Raymond James, Itaú International Securities, and Boreal Capital Management. I came up in regulated finance, where process errors were not an option, so the systems I build are structured, accurate, documented, and built to last. What I help with: • Operations Systems CRM build-outs, pipeline cleanup, intake-to-delivery workflows, SOPs, task tracking, team handoff processes, and owner dashboards. • AI & Workflow Automation Zapier, AI-assisted workflows, follow-up automation, lead routing, reminders, reporting systems, and process improvements that reduce manual admin without sacrificing accuracy. • CRM & Business Systems HubSpot, Flowlu, JobNimbus, ClickUp, Google Workspace, QuickBooks, BILL, and other tools that need to work together instead of creating more work. • Financial Operations Visibility QuickBooks Online/Desktop, reconciliations, month-end support, BILL, 1099s, sales tax, reporting, and bookkeeping cleanup so your operations and numbers tell the same story. • Operations Audits & Cleanups I find where time, money, leads, tasks, and information are leaking, then build the system that closes the gap. I’ve supported operations across roofing, HVAC, cleaning, real estate, legal, medical, SaaS, FinTech, and other service-based businesses that grew faster than the systems holding them together. Credentials: FINRA Series 99 | SIE | IRS Certified Tax Preparer | Licensed Life Insurance Agent Bilingual: Native English & Spanish Fully remote | U.S.-based in Miami | Responsive within hours Tell me where your operation is breaking down, and I’ll tell you exactly how I’d fix it, what should be automated, what should be documented, and what it takes to build it once so it stays fixed.

Hi, I’m Reema – a Senior Salesforce Consultant, CRM Architect, and Co-Founder of CloudCache Consulting, a Salesforce Summit Partner and Top Rated Plus Agency on Upwork. I specialise in CRM consulting, Salesforce development, and automation workflows for businesses of all sizes. Whether you're a startup looking for HubSpot CRM setup, a growing team needing Monday(dot)com CRM customisation, or an enterprise migrating to Salesforce, I design CRM ecosystems that streamline operations and scale with your growth. Top CRM & Automation Services Offered At CloudCache Consulting, we bring a unique blend of CRM strategy, CRM Development, and cross-platform integrations across the top CRM platforms. Our goal? To help you simplify systems, improve efficiency, and drive revenue. Salesforce CRM Consulting & Development ✅ Salesforce Sales Cloud, Service Cloud, Pardot ✅ Custom workflows, Apex code, Lightning components ✅ Salesforce integrations with HubSpot, Mailchimp, Stripe ✅ Salesforce data migration, sandbox testing, and Go-Live support HubSpot CRM Implementation & Marketing Automation ✅ HubSpot onboarding and CRM setup ✅ Email automation, list segmentation, lead scoring ✅ HubSpot-Salesforce sync, Zapier integration, marketing analytics ✅ HubSpot Sales Hub, Marketing Hub, Operations Hub Monday CRM Setup & Automation Workflows ✅ Monday CRM setup for sales, ops, and project tracking ✅ Board creation, views, dashboards, task automations ✅ Monday + Google Workspace, Slack, Outlook, and Zapier integrations Pipedrive CRM Setup & Sales Automation ✅ Pipedrive CRM setup and customisation ✅ Sales pipeline configuration and integrations ✅ Sync with QuickBooks, DocuSign, and VoIP platforms Advanced CRM Integrations & Automation Platforms ✅ Workato Build end-to-end CRM workflows across Salesforce, HubSpot, Slack, and more Real-time, event-based integrations with no-code tools ✅ Make (Integromat) & Zapier API-based CRM integrations Custom workflows for lead capture, follow-ups, and reporting ✅ JotForm & Google Workspace Automate lead capture, surveys, approvals, and document workflows 🏆 Premier Partnerships & Certifications 🥇 Salesforce Summit Partner 🥇 HubSpot Certified Solutions Partner 🥇 Monday CRM Partner 🥇 Pipedrive Partner 🥇 Workato, Make, Zapier Certified Why Work With Me? ✔️ Over 10 years of CRM consulting experience ✔️ 100+ successful CRM implementations ✔️ Certified across 6+ major CRM and automation platforms ✔️ Tailored CRM systems for small businesses, startups, and enterprises ✔️ Top Rated Plus on Upwork with long-term client relationships Let’s Build Your CRM Ecosystem Whether you're looking for a Salesforce developer, a HubSpot CRM specialist, or a Monday workflow consultant, I'm here to help you build efficient, scalable, and connected systems. 🟢 Message me today to schedule a discovery call and get expert guidance for your CRM project. Profile Keywords Salesforce, Salesforce Developer, Salesforce Administrator, Salesforce Consultant, Salesforce Marketing Cloud, Salesforce CPQ, Salesforce Development, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Commerce Cloud, Salesforce Einstein, Salesforce Admin, CRM Development, Email Studio, Salesforce Apex, Salesforce Architect, Salesforce lightning, Lightning Web Components, LWC, Salesforce Expert, Salesforce Lightning Web Components (LWC), Salesforce integration, Senior Salesforce Developer, Salesforce AppExchange, Salesforce App Development, Salesforce API, Salesforce, Marketing Cloud, Marketing Campaign, MC, Data Extension, DE, Clouds, Pardot, Salesforce Developer, Salesforce Development, Salesforce Admin, Salesforce Administration, Salesforce Integration, Salesforce setup, Salesforce set up, Salesforce Customization, Salesforce dev, Account, Lead, Contact, Opportunity, Quote, Order, CPQ, PDF, SF dev, sfdc dev, Salesforce optimization, AppExchange, Managed Package, Unmanaged Package, app, application, publishing, publish, LWC, Lightning, Classic, Aura, Lightning Web Component, Lightning Framework, Visual force, Visualforce, VF, Lightning page, Apex, Trigger, Batch, Apex Class, HubSpot, Monday

I turn messy, fragmented data into decision systems leaders actually trust. 4+ years building BI end-to-end Infrastructure, my edge isn't clicking buttons in a tool, it's the judgment behind every model, metric, and architecture choice. I sit with the ambiguity, ask what your team hasn't, and translate fuzzy business goals into a clear data model and KPI framework that holds up under scrutiny. 🧠 𝗪𝗵𝗲𝗿𝗲 𝗛𝘂𝗺𝗮𝗻 𝗝𝘂𝗱𝗴𝗺𝗲𝗻𝘁 𝗕𝗲𝗮𝘁𝘀 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 🔹 Ambiguity → Clarity: I define the right questions and metrics before building anything, so you measure what matters, not what's easy. 🔹 Semantic & Data Modeling: Star schemas, slowly-changing dimensions, reconciled grain, single source of truth 🔹 Scalable Architecture: Pipelines and models designed for "Day 2", maintainable, cost-aware, documented, built to grow instead of breaking at scale. 🔹 Context Integration: I unify Stripe, Shopify, Zoho, GA4, Ads platforms, etc. and CRMs into one coherent ecosystem that mirrors how your business actually operates. 🔹 Narrative & Decision Design: Every visual answers a business question and points to an action, analysis a CEO can act on in seconds. ⚙️ 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗧𝗼𝗼𝗹𝗯𝗼𝘅 🔹 BI & Viz: Power BI, Looker Studio, Zoho Analytics, Metabase, Apache Superset, Domo, Databox 🔹 Modeling & Query: SQL, DAX, Power Query (M), Python, dbt, Excel 🔹 Warehousing: BigQuery, Cloud SQL, Snowflake, SQL Server, MySQL, Firebase 🔹 Pipelines & ETL: Make, n8n, Fivetran, Apps Script, Cloud Run, Windsor AI, Coupler IO, Supermetrics 🔹 Sources: Stripe, Shopify, Zoho CRM, GA4, Google/Meta/TikTok Ads, Search Console, etc. 🔹 AI layer (the plus): OpenAI & Claude APIs, Claude Code, Codex, conversational analytics, anomaly detection, predictive models, and agent workflows for automated briefings & alerts 🚀 𝗪𝗵𝗮𝘁 𝗦𝗲𝘁𝘀 𝗠𝗲 𝗔𝗽𝗮𝗿𝘁 🔹 Business-first, not tool-first: I start with your objectives and constraints, not your dataset. 🔹 End-to-end ownership: From auditing sources and defining KPIs to modeling, building, and publishing, I run the full lifecycle. 🔹 Transparency: You own your data and infrastructure. I document every step, so nothing is a black box. 🔹 AI as leverage, not a gimmick: I automate the repetitive parts so the strategic parts get more of my attention. ⭐ 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗦𝘁𝗮𝘆 🔹 Reliable communication and clear expectations , no micromanagement needed. 🔹 Insights in plain language, for technical and non-technical stakeholders alike. 🔹 Proactive: I diagnose and recommend, not just deliver charts. 🔹 Consistent delivery, on time, with care. 💡 𝗟𝗲𝘁'𝘀 𝗕𝘂𝗶𝗹𝗱 𝗬𝗼𝘂𝗿 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗦𝘆𝘀𝘁𝗲𝗺 If your business generates data but not clarity, let's fix that. I'll design the model, architecture, and dissemination layer that turn your numbers into a durable competitive advantage, clear, scalable, and genuinely yours.

I help businesses streamline operations, automate workflows, and implement CRM systems to create repeatable, high-efficiency processes that save time, reduce errors, and improve team performance. Using tools like HubSpot, Salesforce, HoneyBook, Dubsado, workflow automation software, and internal dashboards, I design business systems and operational workflows that allow teams to scale confidently and focus on growth. My Expertise Includes: CRM Setup & Optimization: Configure, integrate, and optimize platforms like HubSpot, Salesforce, HoneyBook, and Dubsado for efficient client management and data-driven operations. Workflow Automation & Business Process Automation: Automate client onboarding, support, task management, and internal workflows to reduce manual work and increase team productivity. Operations Systems Design & Business Systems: Build scalable, repeatable operational systems tailored to your business, ensuring clarity, accountability, and operational efficiency. SOPs & Documentation: Create standard operating procedures, process documentation, and guides to ensure long-term usability and team alignment. Sales & Revenue Operations: Optimize sales pipelines, lead routing, CRM reporting, and revenue lifecycle management to improve visibility, accountability, and performance metrics. I don’t just execute tasks, I design systems that scale. Businesses I work with often reduce manual work by up to 50%, achieve predictable execution across teams, and free leadership to focus on growth and strategic decision-making. If you’re looking for a Business Operations Manager, CRM Specialist, or Workflow Automation Expert to implement systems, optimize processes, and streamline operations, I can help. Let’s connect and build business operations that support growth instead of slowing it down.