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Derrick C.

Tracy, California

$79/hr
5.0
37 jobs

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
  • Salesforce CPQ
  • Salesforce CRM
  • Salesforce Lightning
  • Salesforce Sales Cloud
  • Salesforce Email Studio
  • Salesforce Service Cloud
  • Salesforce Marketing Cloud
  • Salesforce App Development
  • Salesforce Wave Analytics
  • Eloqua
  • Email Marketing
  • Marketing
  • Campaign Management
  • HubSpot
Mariana F.

Palm Beach, Florida

$79/hr
5.0
37 jobs

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.

  • Salesforce Service Cloud
  • Salesforce Sales Cloud
  • Salesforce Lightning
  • Salesforce CRM
  • Salesforce
  • Salesforce App Development
  • System Configuration
  • Implementation
  • Salesforce Email Studio
  • Salesforce CPQ
  • Configuration Management
  • Implementation Plan
  • Salesforce Wave Analytics
Sonia S.

Aldie, Virginia

$70/hr
5.0
5 jobs

I'm an accomplished Talent Acquisition Leader with 12+ years of experience driving recruitment strategies across government contracting (GovCon) and corporate sectors. I specialize in full-cycle recruiting, cleared hiring (Secret, Top Secret, Public Trust), and ATS implementation and optimization (Greenhouse, iCIMS, Workday). With a proven track record of achieving measurable outcomes—including an average time-to-fill of 25 days (vs. 40-day industry benchmark), a 90%+ offer acceptance rate, and 70+ annual hires—I deliver scalable, data-driven hiring solutions aligned with business goals. I’ve led proposal staffing, improved diversity hiring, automated recruitment workflows, and reduced agency reliance to cut costs and improve hire quality. I bring expertise in: ✔️ Talent acquisition strategy & leadership ✔️ GovCon and corporate recruiting ✔️ Workforce planning & hiring metrics ✔️ Employer branding & candidate experience ✔️ Compliance hiring (OFCCP, AAP, EEO) ✔️ Diversity, Equity & Inclusion (DEI) hiring initiatives ✔️ ATS optimization and recruiting automation Certified in Workday, LinkedIn Recruiter, and AI in Recruiting, I combine technology and strategy to build high-performing teams. I also design and deliver training programs to strengthen internal recruiting, stakeholder engagement, and compliance. Whether you need consulting, project-based recruiting, or end-to-end talent acquisition leadership, I’m committed to helping organizations attract, hire, and retain top talent efficiently. ✅ Open to contract, project, or consulting roles (no sponsorship required). Let’s connect to discuss how I can support your hiring goals!

  • Greenhouse Software
  • Recruiting
  • IT Recruiting
  • Recruiting Process Consulting
  • Internet Recruiting
  • LinkedIn Recruiting
  • HR & Recruiting Software
  • HR & Business Services
  • Internal Reporting
  • Management Consulting
  • Team Management
  • Cross Functional Team Leadership
  • Microsoft Excel
  • Contract
Gladia C.

Hollywood, Florida

$55/hr
5.0
1 jobs

I’m a U.S.-based Salesforce Consultant and Solution Architect with 10+ years of experience helping businesses streamline operations, improve visibility, and scale through smart Salesforce solutions. I specialize in designing clean, scalable Salesforce ecosystems across Sales Cloud, Service Cloud, CPQ/Revenue Cloud, Marketing Automation, and AI-driven workflows. My approach focuses on aligning Salesforce with real business operations, building systems that are efficient, maintainable, and easy for teams to adopt. I’ve worked with startups, healthcare organizations, nonprofits, logistics companies, real estate firms, SaaS businesses, and enterprise teams to optimize CRM processes, automate workflows, improve reporting, and integrate Salesforce with critical business platforms. Core Expertise • Salesforce Sales Cloud & Service Cloud • Salesforce CPQ & Revenue Cloud • Salesforce Flow Builder & Automation • Apex, Lightning Web Components (LWC), Visualforce • API Integrations & Connected Systems • Agentforce & AI-Powered Salesforce Solutions • Pardot / Account Engagement • CRM Architecture & Business Process Design • Data Migration & System Optimization • Dashboards, Reporting & Analytics What I Help Businesses With ✅ CRM Strategy & Salesforce Architecture ✅ Workflow Automation & Process Optimization ✅ Third-Party Integrations ✅ AI-Driven Customer & Support Workflows ✅ Reporting & Executive Dashboards ✅ Salesforce Cleanup & Rebuild Projects ✅ Ongoing Salesforce Administration & Support ✅ Scalable Systems for Growing Teams I’m known for being solution-oriented, detail-focused, and easy to work with. I believe Salesforce should simplify operations not create additional complexity. If you’re looking for a Salesforce expert who can combine technical execution with business understanding to build scalable, reliable solutions. I’d be happy to connect.

  • CRM Automation
  • AI Implementation
  • Automation
  • CRM Development
  • Email Marketing
  • Zapier
  • API Integration
  • Landing Page Design
  • Automated Workflow
  • Salesforce
  • Salesforce CPQ
  • Salesforce CRM
  • Salesforce Lightning
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce App Development
  • Salesforce Marketing Cloud
  • Salesforce1
  • Salesforce Einstein
  • Salesforce Email Studio
Paris P.

Centennial, Colorado

$130/hr
4.9
62 jobs

CERTIFIED PARTNER OF: HubSpot, Close, PandaDoc, Instantly, Apollo, and AmpleMarket What I Do I turn your chaotic, manual sales process into a structured, automated system that your team will actually use — without slowing down revenue or requiring you to become a CRM expert. My clients see results like: ✅ 10 days → 8 minutes: Automated content production workflows ✅ 17.5x ROI tracked: $70K revenue from $4K event spend with proper campaign attribution ✅ $8K/month saved: Eliminated wasted spend on tools that didn't work ✅ Day 1 follow-up: Automated lead routing and response (vs. 7-day manual delays) ✅ "Hunger Games" eliminated: 70+ sales reps moved from manual Slack claiming to automated lead distribution Who I Work With High-growth B2B teams (1 to 50 sales reps) across: Financial advisory firms SaaS companies Marketing & consulting agencies Home services providers Product/retail companies Your situation: You've outgrown spreadsheets and manual processes. You're investing in HubSpot or Close but underutilizing them because leadership is stretched thin and nobody has time to implement properly. My Approach 1. Fix What Others Broke Previous consultant left your CRM messier? I specialize in cleanup projects — getting teams back on track after failed implementations. 2. Structure Without Slowdown I don't force rigid processes that kill velocity. I build systems around how your team actually sells, then automate the repetitive parts. 3. You Own Everything No vendor lock-in. You own all the IP, workflows, and integrations. I train your team so you're never dependent on me. 4. Clear Scopes & Timelines Services HubSpot & Close CRM Implementation PandaDoc, Portant, AmpleMarket, Instantly Services Full system setup from scratch or complete overhauls Multi-pipeline configuration for complex sales processes Custom properties, deal stages, and lifecycle automation Sales Hub, Marketing Hub, and Service Hub optimization Sales Process Automation Lead routing and automated assignment (round-robin, territory-based) Email sequences and SMS workflows with day-1 follow-up Activity tracking and rep performance dashboards Pipeline management and deal automation Integration & API Development PandaDoc ↔ HubSpot/Close field mapping and automation Custom API integrations (Zapier, Make, n8n) Lead enrichment tools (Apollo, Instantly, Seamless.AI) Multi-platform data sync CRM Rescue & Cleanup Fix messy implementations from previous consultants Data deduplication and hygiene automation Consolidate fragmented pipelines Rebuild workflows that broke or never worked Sales Team Enablement Rep training on CRM adoption and proper usage Sales process documentation and SOPs Commission structures and KPI dashboards Ongoing fractional sales ops support Client Results "I told them my goals, they gave me the plan and how to achieve this using HubSpot, and they implemented perfectly. Also gave my team a training!" — J.H. Perron (HubSpot Onboarding & Custom API Integrations) "Paris was able to jump right in and help us fix a lot of that cleanup. Before Paris came along, our teams were working within their own silos... Paris was able to get us all on the same page." — T. Andres (8-Year HubSpot Overhaul After Failed Previous Consultant) Why Groove Consulting? 11 Years of Sales & Operations Experience | 5 Years in Sales Management 📈 Expert in SMBs and B2B business models (all verticals) 🏢 Consulted 500+ businesses ⛰️ Based in Denver, CO | Accommodating multiple time zones 📇 Detail-oriented, extremely organized, and fast (48-hour turnarounds available) 🗣️ Trained hundreds of teams (tech-savvy or not) Tools & Tech Stack CRMs: HubSpot, Close, Salesforce, Pipedrive, Zoho Sales Tools: Instantly, Apollo, PandaDoc, Dripify, Seamless.AI, AmpleMarket Automation: Zapier, n8n, HubSpot Workflows, Close Smart Views Project Management: Plecto, QuotaPath, AirTable Integrations: Custom APIs HubSpot Expert | HubSpot Consultant | HubSpot CRM | HubSpot Implementation | HubSpot Onboarding | HubSpot Sales Hub | HubSpot Marketing Hub | Close CRM | Close CRM Expert | Close CRM Setup | PandaDoc Integration | CRM Implementation | CRM Consultant | CRM Setup | CRM Migration | CRM Cleanup | Sales Automation | Sales Operations | Sales Ops | RevOps | Revenue Operations | Sales Enablement | Sales Process Optimization | Sales Pipeline Management | Lead Management | Lead Routing Automation | Email Marketing Automation | Workflow Automation | CRM Integration | API Integration | Zapier | Fix messy CRM | CRM cleanup | HubSpot rescue | Sales process broken | Automate lead routing | Manual sales process | CRM not working | HubSpot too complicated | Close CRM help | Sales team not using CRM | Lost leads | Pipeline management | Sales efficiency | Automate follow-up | CRM adoption Industry Keywords: B2B Sales Automation | SaaS Sales Operations | Financial Advisor CRM | Marketing Agency CRM | Consulting Firm CRM | SMB Sales Automation | Retail

  • Greenhouse Software
  • Zendesk
  • Sales
  • Airtable
  • Analytics
  • Business Development
  • Asana
  • Strategy
  • Business Operations
  • Digital Project Management
  • Sales Operations
  • Enterprise Software
  • Namely
  • System Configuration
  • PandaDoc
Thiago T.

Weston, Florida

$75/hr
4.9
144 jobs

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

  • Salesforce CRM
  • HubSpot
  • Salesforce Lightning
  • Salesforce App Development
  • Salesforce Service Cloud
  • Pardot
  • Apex
  • Salesforce Marketing Cloud
  • API
  • Custom App
  • Business Applications Consultation
  • Salesforce Email Studio
  • AI Consulting
  • NetSuite Development
  • React
  • .NET Core
  • Revenue Management
  • XML
  • C#
  • QuickBooks Enterprise

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