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I am a Certified Insurance Service Representative (CISR), Risk & Insurance Education Alliance. I have 8+ years of experience in Property & Casualty Insurance commercial lines for brokers/agencies: 1. Issuing ACORD 25, 27 and 28 certificates. 2. Online rating to carriers such as Hartford, Hanover, Travelers, Chubb, Selective, Progressive etc. 3. Commercial ACORD preparation such as 125, 126, 130, 131, 140 and 175. 4. Hands on experience with all agency tasks such as Policy Checking / Review, COIs, Endorsements, Renewals, Cancellations, Auto ID Cards, Loss Run and MVR. 5. Having very good understanding and knowledge of all liability and property insurance coverages. 6. Having hands on experience with Applied EPIC, CSR24, Vertafore Sagitta, EzLynx, HawkSoft, and NowCerts. Attached my Resume for reference. Kheluram, CISR

Top Rated Strategy Consultant Pricing, GTM, AI & Product Ops Drive SaaS Growth Ex-McKinsey, Deloitte, AWS, Gartner I help tech companies from scrappy startups to global giants — solve messy strategic problems and unlock growth. My sweet spot? Pricing strategy, GTM planning, Pitch Decks and AI consulting that actually moves the needle. Additionally, I am passionate about teaching management consulting toolkit & AI training/workshops to executives, aspiring consultants, students. Over the past decade, I’ve led 100+ projects across the US, Canada, Germany, and APAC, working with SaaS, AI, and emerging tech teams on: - Pricing strategy & monetization models (tiering, packaging, value-based pricing, usage-based pricing) - GTM strategy & launch planning - Pitch Decks for enabling successful fundraising - AI Consulting & AI Product landscape - Product operations & scaling frameworks - Market research & competitive analysis I bring a mix of consulting rigor and builder mindset, shaped by roles at: - McKinsey (Senior Analyst, APAC) - Deloitte Consulting (Engagement Manager, San Jose) - AWS India (Sr. Manager, Product Ops) - Director of Product Ops at an AI startup 🧠 What Clients Say: - “You helped us rethink pricing from first principles — and doubled our conversion rate.” - “Your GTM teardown gave us clarity we’d been chasing for months.” - “You don’t just advise you build.”

Abhishek Chauhan brings in ~20 years of Strategy and Consulting , and investment banking experience, across multiple sectors. His areas of specialty include: - Deal Advisory Strategy: Commercial Due Diligence, Operational Due Diligence and Target Screening - Non Deal Advisory Strategy: Market Entry Strategy, Portfolio Strategy, Pricing Strategy, Operational Strategy / Scenario planning - Sectors: Consumer Internet (EdTech, eHealth, eB2B retail, Fintech / Insurtech), TMT, Mobility, Foodtech, Retail, D2C, HealthTech and More. Abhishek is an Engineering Graduate(Gold Medallist) from Punjab Engineering College and holds a PGDBM, Marketing from SPJIMR, Mumbai, India.

I am having 8+ years of experience in delivering Zoho based business automation. I help businesses turn messy operations into fully automated, scalable systems using the Zoho ecosystem. I’m the founder of Cloud Universe, where I design and implement end-to-end Zoho solutions — connecting sales, marketing, support, finance, and operations into one unified system. Zoho Solutions I Deliver Zoho CRM Implementation Complete setup with custom modules, pipelines, lead scoring, blueprints, and workflow automation. I also fix and optimize existing CRM setups. Zoho One Ecosystem Setup End-to-end implementation of: Zoho CRM, Books, Desk, Campaigns, Analytics, Creator, Flow, SalesIQ, Bookings, Projects, Inventory, People, and Sign — fully integrated. Automation & AI Workflows Lead assignment and prioritization Follow-up automation (WhatsApp, SMS, Email) AI-based call insights and CRM updates Proposal and communication automation Zoho Integrations Seamless integration with payment gateways, telephony, marketing platforms, LMS, ERP, and eCommerce tools using Zoho Flow, APIs, or custom builds. Zoho Books & Finance Automation Invoicing, payment links, recurring billing, and automated reminders connected with CRM. Zoho Desk (Customer Support) Multi-channel ticketing, SLA automation, and full CRM integration. Zoho Analytics & Dashboards Real-time dashboards for sales, marketing, operations, and revenue tracking. Zoho Creator (Custom Apps & Portals) Custom portals for customers, partners, and internal teams — fully integrated with CRM. Results ✔ 2–3x increase in conversions ✔ 60%+ reduction in manual work ✔ 70% faster response time ✔ 90%+ team adoption How I Work Business-first approach (not just tool setup) Clean, scalable system architecture Weekly progress updates Post-launch support & optimization If you’re looking for a Zoho expert who can design systems that actually scale your business — let’s connect.

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

Microsoft Fabric | Dynamics 365 Business Central | Power Platform | Model driven apps | Canvas apps | Dynamics 365 Sales | Dynamics 365 Customer Service | Dynamics 365 Field Service | Dynamics 365 Customer Insights (Marketing) | Dynamics 365 Project Service Automation | Dynamics 365 Project Operations | ETL using SSIS & ADF | Designing Data Warehouse | SharePoint | Azure Services | Dataverse | SQL Server | Power BI | SSRS Reports | Copilot | Gen AI | LLM | Data Structuring | Data Modelling | Data Marts & Data Warehouse | Using Azure SQL | Azure Data Bricks I'm a Microsoft Dynamics 365 Architect and Techno Functional consultant with 18+ years of experience. I am Microsoft Certified • Power Platform Developer Associate • Power Platform Functional Consultant Associate • Power BI Data Analyst Associate • Azure Data Fundamentals • Power Platform Fundamentals • Fabric Analytics Engineer • Azure AI Fundamentals I've been working with various different business domains, like Insurance, Finance, Healthcare, Education, Digital Media, Information Technology, Textiles, Advertisement, Marketing, Non profit organizations, Diamond and Jewelry, Real Estate, Retail, Accounting, etc. I've been loyal, honest, and transparent to my clients for many years now. I strongly suggest reviewing the ratting in my work history.