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  • $125 hourly
    As a Sales and Marketing Operations Consultant specializing in Salesforce, Pardot, and Hubspot, I work with organizations to customize and optimize their CRM applications while seamlessly integrating them into existing sales, marketing, service, and organizational processes. Salesforce Project Highlights - Salesforce Implementation and Data Migration for more than 100 organizations - Salesforce Partner with a Self-Built App on the AppExchange for tracking MRR - Sales Process Customization and Documentation using Salesforce and industry best practices - Process Automation and Custom Object Buildout for robust data tracking - Expert in Sales Cloud, Service Cloud, Einstein, and Pardot - Salesforce Integrations with Outside Systems including Microsoft and Google - Salesforce Reports and Dashboards for Pipeline Management and Forecast Modeling - Security and Salesforce User Management for Enterprise Level Organizations I am an expert in Salesforce, Pardot, and Hubspot implementation, troubleshooting, application integration, report generation, and system maintenance. I bring extensive computer database, and internet technical skill into the world of CRM Administration with experience working in the following systems: Salesforce, Pardot, HubSpot, Zendesk, Quickbooks, Zapier, Outreach, Apollo, DocuSign, PandaDoc, Shopify, Salesloft, ConnectWise, SugarCRM, Insightly, Microsoft Dynamics, RPMTelco, and MasterStream. With more than a decade of providing exceptional customer service through email, phone, and face to face interaction, I have professional experience using an array of office tools and software including Salesforce, Zendesk, Microsoft Office, Google Docs, YouTube, and iWork. In addition, I have more than a decade of experience managing social media platforms like Facebook, Twitter, Googe+, and LinkedIn for companies and non profits. I am driven by my desire to provide my clients with a professional level of work that exceeds their expectations in an efficient and effective manner.
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    Marketing Automation
    Sales Operations
    Marketing Operations & Workflow
    Pardot Development
    Zapier
    Salesforce App Development
    Salesforce Einstein
    Salesforce
    HubSpot
    Salesforce Service Cloud
    Salesforce Lightning
    Salesforce CRM
    Pardot Marketing
    Pardot
  • $50 hourly
    Business Background Prior to establishing my strategic consulting and IP development career, I worked for twenty years in the information technology industry. In the 1990s I matriculated to an executive-level position within our six-hundred-resource consulting company. In this role, I worked as a combination of CMO/CSO. Our firm was acquired, the early-ins did well, and since then, I have worked in both enterprise-level and SMB front line strategic consulting and IP development. Education My credentials include a Master in International Marketing and Sales from Hult International Business School. Strategic Consulting I provide management consulting, market strategy analysis, and business plan development services. Downstream from this, I have delivered strategic research services, developed complex marketing plans, installed marketing-sales infrastructure, and provided sales executives with training in complex sales processes. Business and Technology Writing On the content development front, I provide professional business and technical writing services. My experience base is extensive: websites, marketing information sheets, proposals, white papers, case studies, and social media marketing content. Often, my strategy, analysis, and marketing/sales process work integrate into IP development. Upwork Experience To understand my strategic consulting and IP development capabilities, please take a look through my portfolio. More than thirty-five projects are described. I have written the "stories behind the project" to accompany each portfolio piece. Work Production Stats As our company profile indicates, We have worked more than 5,000 hours within Upwork. Many of my projects range between $1,000 to $5,000. There are multiple examples of projects in the $5,000 to $10,000 range. It is important to point out that many of these projects started with modest efforts scoped to ten to twenty hours. Then, when the early successes are delivered, more is asked of me. ___________________ Clients bring me in for work that is business-shaping, revenue-impactful, high-profile, must-succeed, and engage serious investments of capital. Most of these projects are delivered to C-level executives, company owners, and enterprise-grade corporations. Working at this level brings a deep responsibility to produce successful outcomes. I extend my thanks to my former clients. They trusted me with work that must succeed.
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    ASP.NET
    Oracle CPQ
    Salesforce CRM
    SAP
    Oracle BRM
    Salesforce Lightning
    Mobile App
    Website Redesign
    IT Consultation
    Snowflake
    Azure DevOps
    SAP MM Consultant
    WordPress
  • $98 hourly
    Salesforce Developer experienced with Apex, Apex triggers, Lightning Web Components, Visualforce, REST APIs, Apex Web Services, SOQL, and Flows. REST API integrations with MuleSoft, HubSpot, Marketing Cloud, Google Analytics 360, InContact, Informatica, SMS Magic, Microsoft Azure Machine Learning. Sales Cloud | Marketing Cloud | Service Cloud | Experience Cloud 6 consecutive years designing, building, and deploying apps exclusively on the Salesforce platform across multiple orgs, environments, and teams. 15 years of project management experience. *I have excellent personal and professional references from Salesforce Architects, software company CEOs, and business executive directors. While new to Upwork, I have extensive experience with Salesforce development, consulting, and project management.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    SOQL
    Apex
    RESTful API
    Mulesoft
    Salesforce App Development
    Salesforce Service Cloud
    Salesforce CRM
    Salesforce Lightning
    Salesforce Marketing Cloud
    Salesforce
  • $95 hourly
    Does your Salesforce resemble one of the following scenarios? "OPEN HEART SURGERY" 1) Org is over 10 years old. Passed through several previous admins. Poor documentation. Dozens of old automations no one understands. Afraid to change anything because something else might break. Stakeholders no longer trust SF reports & dashboards. Need a major refresh but also must preserve our CRM data and not interrupt our business. "STICKER SHOCK" 2) Already invested considerable resource into our Enterprise instance. Running smoothly but not fully leveraging the depth and breadth of what SF can and should be doing for our business. Duplicate records causing headaches. Some specific improvements in mind. Big consulting firms want ridiculous $$$ up front just to talk to us - then bill @ $250 an hour. "UNTRAINED PUPPY" 3) Just getting started with a newer Org (Essentials or Profession) and a couple of Users. Small business without much in house IT resource. Many "simple" customizations are difficult to implement. Don't have time to search YouTube or argue with the Help Desk. Need to make SF work for us, not the other way around. I've "been there and done that" for all 3 of the above Salesforce scenarios - fulltime for the past 8+ years. I can assist your company to maximize your Salesforce ROI in all aspects of Sales and Service Cloud. Let's setup a quick chat so I can LISTEN to you, understand your needs and see if we might be a good match. Thanks for reading this far! Dozens of references available upon request. Have a wonderful day ;-) Greg Ernst
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    Business Analysis
    Requirement Analysis
    Quality Assurance
    Salesforce
    Business Process Modeling
  • $80 hourly
    Salesforce architect and consultant with 6+ years experience working with Salesforce and integrating other apps such as Zapier, Docusign, Conga and ZoomInfo. My expertise is in quickly understanding business processes and customizing Salesforce to meet your objectives. I'm proficient in all aspects of Salesforce setup, training teams, troubleshooting Salesforce issues and implementing effective solutions. 3X Salesforce Certified as Administrator, Service Cloud and Experience Consultant with expertise in all areas of Sales Cloud, Service Cloud and Experience/Community Cloud setup and integration. As a committed professional, I'm accessible and responsive to complete your project to full satisfaction.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Organizational Development
    Zapier
    Apex
    Salesforce Lightning
    Visualforce
    Salesforce Service Cloud
    Business Process Management
    Database Administration
    Microsoft Excel
  • $30 hourly
    I am a Salesforce developer working with WakenCode Technologies for the last 4.5 years. I graduated from Rajasthan Technical University, India in 2017. I have 4.5 years of experience with Salesforce. I help in the development, management, and maintenance of change management documentation to comply with the IT change management processes of Salesforce. Here are the services that I can offer: * Salesforce development and administration. * Aura components. * LWC Development. * Lightning web components * Database Management. * Salesforce Consultation. * Performs administrative responsibilities to include custom fields, workflows, validation rules, and user management * Provide hands-on, expert-level technical assistance to developers * Works within established procedures to develop, test, implement, and maintain application software So let's connect to make your business thrive.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Twilio API
    SOAP API
    REST API
    API Development
    CRM Software
    Salesforce App Development
    Salesforce Email Studio
    Salesforce Wave Analytics
    Apex
    Visualforce
    Salesforce CPQ
    Salesforce Lightning
    Salesforce Service Cloud
    Salesforce CRM
  • $45 hourly
    10+ years of salesforce experience with customization, administration, development, integration, deployments/migration, community implementation, the security review process, and app distribution using app-exchange/trial force. ★ Certifications: • Salesforce Certified Application Architect • Salesforce Certified Data Architecture and Management Designer • Salesforce Certified Sharing and Visibility Designer • Salesforce Certified Platform Developer I • Salesforce Certified Advanced Administrator • Salesforce Certified Administrator • Salesforce Certified Community Cloud Consultant • Salesforce Certified Sales Cloud Consultant • Salesforce Certified Service Cloud Consultant • Salesforce certified App Builder • Salesforce accredited Financial Service Cloud Consultant ★ Developing solutions and apps on Salesforce since 2011. ★ Main current specialization - Lightning components, Apex triggers, Apex classes, Visualforce, Rest API integration, Process Builder, Workflows, Validation rules, Email Templates Creation Governor limits, Data migration and Reports, Refactoring code, Reports, Dashboards ★ Technologies/Languages: Salesforce.com, Force.com, JavaScript,Angular JS ★ Integrations with Salesforce : • Pay- pal Payment Gateway, • Stripe payment gateway, • Authorize.net payment gateway, • Amazon Web Service • Google maps, • Bing maps • Textey SMS • 360 SMS • SMS Magic • Quick Books • SMS Magic • Salesforce to Salesforce Integration ★ Service Cloud Implementation: • Service console • Live chat • Omni Channel • Email to case • Web to Case • Field Service Lightning ★ Salesforce Community Builder
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Apex
    Salesforce
    Salesforce1
    Visualforce
    Salesforce Lightning
    Salesforce Service Cloud
    Salesforce CRM
  • $125 hourly
    I've been working on the Salesforce platform for 10 years. I've implemented Salesforce, related applications, and integrations for companies of all sizes. When approaching a new project, I like to first get on a call to further discuss your challenges, get a better idea of your broad-level goals, and establish the infrastructure and assets you already have in place (or the ones you want to build out, if you're starting from scratch). Salesforce Products: Salesforce CPQ (Revenue Cloud); Sales Cloud; Service Cloud; Community Cloud; Marketing Cloud; Tableau; Breadwinner; Accounting Seed; TaskRay; Salesforce Chat; Datorama; Milestones, and many others Salesforce Administration & Development Administrator & Developer; Lightning & Classic; Validation Rules; Triggers; Flows; APEX & Custom Code; Process Builder; Page Layout Designs; Custom Reports & Dashboards; Third-party App API Integrations; Salesforce Chrome Extension Development Pardot: Technical Set-up, Salesforce/Pardot Integration, HTML Email Templates, Engagement Studio, Automation Rules, Page Actions, Completion Actions on Form Submissions and Landing Page Visits, Training Hubspot: Implementations and Migrations
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    API Integration
    Salesforce
    Salesforce CRM
    Salesforce Service Cloud
    Third-Party Integration
    Salesforce App Development
    Pardot Development
    CPQ Software
    Salesforce CPQ
    Salesforce Lightning
  • $100 hourly
    Certified Salesforce Administrator and Platform App Builder with extensive business analysis and presales experience. I work with clients to transform their business processes to Salesforce Platform and help them utilize the full potential of their Salesforce Org. I have over 18 years of experience in the software field - worked in all stages of the software development Life Cycle. Consulting and providing solutions based on the "Best Practices." • Sales and Service cloud administration • Salesforce CPQ administration • Salesforce Pardot administration • Business Process Automation (visual workflows, process builder, approvals, etc.) • Salesforce Outlook Email Sync • Creating Dashboards and Reports • Getting Data clean and keeping it that way • App Development • DocuSign integration • Conga Composer and Conga Sign Configuration • Talkdesk integration and administration I have been working on Salesforce CPQ projects implementing multiple Sales/Quote processes . I am well versed in • Product catalog and bundle configuration • Price rules • Product rules • Guided selling • Contracts, Amendments, Renewals • Order Management • Quote template customization • e-signature configuration • Avatax integration I have worked in all the stages of the project life-cycle from conception to delivery - - Planning, scoping, stakeholder analysis, and communications - Elicitation activities - Organizing and prioritizing requirements, modeling requirements, and taking them to verification and validation - Writing and reviewing requirements, specifications including non-functional requirements, risks, assumptions, and dependencies. - Creating schedules, ensuring project deadlines are followed for timely and quality delivery. I have also written and directed cross-functional teams in business analysis, technical responses, and requests for Proposals (RFPs). As I have worked as Project Delivery Manager, I know the importance of translating raw requirements into functional specifications - a key to successful implementation. Full CV will be sent out per your request on the email Regards, Kavita
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce CPQ
    Salesforce Lightning
    Salesforce App Development
    Technical Writing
    CPQ Software
    Requirement Analysis
    Pardot Marketing
    Salesforce CRM
    Business Process Reengineering
    Business Analysis
  • $30 hourly
    I am a Salesforce Certified developer with 6 years of experience in Customization, Administration, and testing Salesforce CRM with proficiency in LWC, Apex, VF, Aura, Integration, etc. * Salesforce Administration and Development Certified. * Aura Component expertise * Lightning Web Components (LWC) * Proficiency in programming languages (JavaScript, HTML, CSS). * Experience with Salesforce tools. * Analytical skills and ability to focus on tasks till completion. * Advanced problem-solving skills. * Proper management of time. * Ability to work under tight deadlines. * A good leader, team player, and good decision-maker. * Proper communication skills (English). * Fluency with modern development tools.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce Email Studio
    Salesforce Wave Analytics
    Salesforce CPQ
    Salesforce App Development
    Salesforce
    Salesforce CRM
    Salesforce1
    Salesforce Lightning
  • $125 hourly
    Greetings, I'm a Salesforce certified consultant who specializes in all aspects of the platform. I have certifications as both a Developer and Administrator. As an administrator, my goal is to provide clean solutions that are easy to maintain. As a developer, my goal is to implement code that enhances your experience and drives growth. My experiences include: building custom apps, digital experiences, automating processes, reporting, and maintaining existing infrastructures as well as establishing new ones. In the past, I've implemented applications that allow businesses to go fully digital and ditch the traditional need for paperwork. Outside of that, I've also saved clients thousands by building branded/In-house solutions. I've worked with small(2+ users) and large organizations(100+ users) in projects ranging from simple flow fixes to custom apps that enhance business productivity. Ultimately, my goal is to take your complex requirements and deliver groundbreaking solutions that focus on long-term success while engaging your team with the platform. Let's talk about your goals and how I can help, Thanks! List of some of my expertise: Expertise: Salesforce, Wordpress, PDF Butler, Butler Sign, Conga Composer & Conga Sign, Salesforce Maps, High Velocity Sales, Digital Experiences, API Integrations, Apex, and Lightning Web Components
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    Authorize.Net
    Salesforce CRM
    Dashboard
    Administrative Support
    Salesforce Lightning
    Lightning Bolt
    Apex
    Salesforce
    Customer Relationship Management
    Twilio
    Salesforce Service Cloud
    JavaScript
  • $160 hourly
    Senior Pardot Developer and Salesforce consultant with sales and sales operations background. Expertise in automating sales and marketing, and managing teams. Includes set up, clean up or training of CRMs, Marketing Automation systems, sales systems, database management and QA. 9 years of Pardot experience as client lead. Certified Salesforce Admin, Certified Pardot Consultant, Salesforce Set up and Management, Sales Consulting, Sales Management, Sales Recruiting, Sales Strategy, Scripting, Sales Marketing Strategy, Email copywriting and editing, Lead Generation, Demand Gen, Targeting, Database Management, Lead Nurturing. Clients say I am easy to work with, very organized and detailed in my work. I have consulted with over 100 companies internationally from Silicon Valley to India to Mexico City. My core values as your freelancer are: deliver quality work, communicate and delight.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Sales Management
    Management Consulting
    Campaign Reporting
    Salesforce
    Customer Relationship Management
    Sales Operations
    Email Marketing Strategy
    Pardot Marketing
    Business Consulting
    Salesforce CRM
    Pardot
    Email Marketing
    Marketing Management
  • $140 hourly
    Experienced Salesforce Consultant - 5x Certified. I have been Implementing and Administrating Salesforce for over 7 years with extensive experience with 3rd Party Integrations, Custom Apex Development, Automation Tools, and Reporting. While my average organization I support is roughly around 100-200 Salesforce users, some of my clients have +1000 employees that I support on the Salesforce Cloud.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    SQL
    Apex
    Salesforce Lightning
    Microsoft Project
    CRM Software
    Object-Oriented Design
    Marketing Automation Audit
    Salesforce Marketing Cloud
    Customer Relationship Management
    Salesforce Service Cloud
    Pardot
    Email Marketing
    Salesforce CRM
  • $120 hourly
    As a Salesforce/Technology enthusiast since 2010, I have worked on 200+ projects ranging from small to medium businesses to fortune 50 companies. I have logged over 10,000 hours working in the Salesforce Platform. A self-motivated and technical/business systems architect/admin/consultant with a proven track record in information technology, business analysis, application development, data architecture, scrum/agile, and project management. Excellent communication skills and ability to work at all levels of management. High energy team player with expertise in accounting, inventory management, marketing and business information systems. Proven leader with experience managing vendors and resources both onshore and offshore. Recent Notable Projects Include: Sales Cloud & Marketing Cloud Implementation for large insurance company with integration to 3 custom portals and a custom insurance ERP platform. New Business Onboarding - Served as the lead architect and consultant on a project where we developed a full onboarding and journey management process for a large oil and gas company. Disaster Recovery Application - Lead a team that developed a mobile custom application hosted on the Salesforce Platform that allowed the company to build out the structure of the building and capture information in real time on the project details. Lightning Implementation - Assisted a large manufacturer with moving from Salesforce Classic to the lightning UI. This included building custom lightning components. Service Cloud & Community Cloud Implementation for a Software Company - Lead a project to transition a company from a legacy case management system to Salesforce with communities. Implemented Service Console, Community Cloud, Knowledge, Live Agent, and other features.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce Marketing Cloud
    Apex
    Salesforce Lightning
    Salesforce CRM
    Salesforce App Development
    Salesforce Service Cloud
    Salesforce Wave Analytics
  • $40 hourly
    I'm a 7x Certified Salesforce Professional here to put my knowledge and experience to good use and serve you with my Salesforce skills to help your business grow using the power of Technology. I have over 5 years of experience in this ecosystem with meticulous experience in the following Salesforce functionalities: ✔ Expertise in different Salesforce areas including Consultancy, Administration, Development, User Access Testing (UAT), Data Migration and Production Support. ✔ Strong Knowledge and specialization in Salesforce CRM development using Apex & Lightning Web Component, having extensive experience in Salesforce CRM implementation/integration, Administration, Customization and Business Process Automation (Using Workflow rules / Process Builder / Flows / Apex Triggers etc). ✔ Development/ Integration experience on Salesforce.com using Custom Objects, Record Types Apex (Classes, Controllers & Triggers), Apex Scheduler, Batch Apex, Apex Class & Apex Web Service, Lightning Web Component, SOSL, SOQL, Custom Tabs, Custom Objects, Junction objects, Master-Detail relationships and Lookup relationships. Analytics, Reports and Dashboards. Service Expertise: --------------------- Salesforce Implementation Salesforce Lightning/Web Components Salesforce Integration Data Migration Field Service Lightning CPQ Salesforce Maps Salesforce Admin Conga Composer PDF Butler SIGN Butler Salesforce Developer Einstein Activity Capture Gmail/Outlook for Lightning Pardot DocuSign On-Going Support Salesforce Cloud Experience: ------------------------------------ I have particular expertise on various Salesforce Clouds & technological aspects. ✔ Sales Cloud: Help the sales team with the tools to close more deals faster, increase productivity, and keep their pipeline filled with solid leads — from anywhere. ✔ Service Cloud: Help the Customer Support/Service team and giving them a 360-degree view of their customers and enabling them to deliver smarter, faster, and more personalised service. ✔ Financial Services Cloud: Cater to Businesses providing financial services such as Insurance, Investment Funds, Advisory, Loan and many more in order to give them a one-stop solution to store all the required information and initiate business processes accordingly. ✔ CPQ: Accommodate complex product and billing structure of businesses into Salesforce by leveraging the power of Configure-Price-Quote. ✔ Marketing Cloud: Create exceptional cross-channel customer journeys that deliver personalized experiences across email, mobile, social, advertising, the web, and more. I'm deeply immersed in the Salesforce community, always eager to explore new features and deepen my understanding of the platform. But my journey doesn't end there. I'm passionate about giving back, helping others grow and succeed. To date, I've had the privilege of training over 200 individuals in Salesforce Administration, guiding them into this exciting ecosystem. Looking forward to working with you on some projects! I'd be happy to deliver my skills with diversified experience in Salesforce. Cheers!
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce Lightning
    Apex
    Salesforce App Development
    Salesforce Service Cloud
    Salesforce
    Salesforce CPQ
    Salesforce CRM
  • $135 hourly
    Hello, my name is Chris and I am a Salesforce, Pardot, and Hubspot specialist. I focus on implementation, administration, and ongoing support for these systems. I help your organization to gain the insights, advice, and assistance to achieve your mission-critical priorities. Here are my specialties: Administration I will implement, administer, and deploy powerful solutions tailored to fulfill your exact work needs with our applications. I consult for companies and assist them in understanding their sales cycles, identifying trends, identify opportunities, increase efficiency and reduce costs. Implementation Get a fully customized SaaS implementation consultant to improve your processes and workflows. My clients have seen this accelerate how they do business and optimize their sales. I will make your SaaS solution work for your business from day one. Design + Build I will get you going with the right processes, tools, and training to create marketing campaigns that drive revenue. I will design a scalable marketing automation solution that will allow your business to increase efficiencies through automation with intelligence reporting that drive revenue. Enablement Ready to use your SaaS solution on your own but don’t know where to start? I will come train and enable you on your system. Lead by certified admins, I know how to make it easy (and fun) for your teams to use your solution with minimal headaches. Here are all my certifications as well: - Salesforce Associate Admin - Salesforce Admin - Salesforce Advanced Admin - Salesforce Platform Builder - Pardot Consultant - Pardot Specialist - Marketing Cloud Email Specialist - Slack Admin - Hubspot Marketing Hub - Hubspot Sales Hub - Salesforce Consulting Partner - Hubspot Soutions Partner Let's get started today. Invite me to your job and I look forward to working together. You can learn more at reddogcrm.com.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Pardot Marketing
    Marketing
    Salesforce Email Studio
    Salesforce
    Salesforce CRM
    Salesforce Marketing Cloud
    Pardot
    Salesforce Lightning
    HubSpot
  • $90 hourly
    Hi, I'm Zachary. I’m a passionate Salesforce Developer with a rich background in both corporate and freelance roles. I've proudly served as the go-to Salesforce expert for large enterprises and have also guided many startups and mid-sized companies as a freelance consultant. Here’s what I can do for you: Craft tailored solutions using APEX, Visualforce, Aura, LWC, and more, all while adhering to Salesforce best practices. I ensure your codebase is clean, efficient, and scalable, ready for any future developments. Offer expert consultation on implementations and strategic improvements to optimize your Salesforce experience. Provide insightful business analysis to help you leverage Salesforce effectively, considering your current tech infrastructure. With my specialized experience in Sales and Service Cloud, I’m here to help you navigate your Salesforce journey with ease and confidence. Let’s connect and create something amazing together!
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce Lightning
    Customer Relationship Management
    Salesforce App Development
    Email Marketing
    Salesforce CRM
    Salesforce
    CRM Software
  • $95 hourly
    Salesforce Senior Administrator / Implementation Consultant / Business Analyst My area of expertise is designing, implementing, improving and managing Salesforce CRM databases. 22 Years Salesforce CRM Administration & Management experience. 35 Years Business Aviation experience. 32 Years Sales Operations experience. 26 Years CRM Management experience. 12 Years OEM Mainframe Database System Management experience. 6 Years Data Support Team Management experience. 1.5 Years Quarterly Incentive Compensation Calculation to Payout Process Management experience. 3 Years Salesforce Architect, Implementation, Administration and Analytics Consulting. 25+ Years Volunteer Service & Leadership. 25+ years Microsoft Office. 5 Years Google Workspace. 2 Years Microsoft Dynamics CRM. Dozens of add-on Salesforce apps. I've effectively worked remote for over 15 years. I'm willing to travel or work in local offices on an occasional basis. I'm an expert with Sales & Service Cloud system configuration & administration, and I have hands-on experience in these Salesforce Products: Sales Cloud - 22 Years Service Cloud - 10 Years Salesforce CPQ - 2 Years Salesforce Maps - 1 Year Experience Cloud (Customer Community) - 1 Year Pardot aka Account Engagement - 1 Year NPSP - 9 Months Commerce Cloud (CloudCraze) - 4 Months Marketing Cloud - 4 Months FSL - 3 Months I've completed and worked with several Salesforce integrations including but not limited to Salesforce CPQ, Salesforce Maps, Marketing Cloud, DealHub, Qualtrics, Delighted, GetFeedback, CalidusCloud Clicktools, SalesRabbit, PhoneBurner, CloudCraze, Pardot, Marketo, LinkedIn Sales Navigator, Zoominfo, Mambo Merge, Spinify, Dataloader, Jitterbit, and Google Maps & Analytics. I'm a team player that has designed and implemented several Salesforce instances. I am very comfortable working with all levels within an organization from drivers, and the shop floor, all the way up to the CEO. Implementations and system management experience ranges from creating the CRM tool for Worlds Largest Business Aviation Maintenance Repair and Overhaul provider to Small Businesses with as few as 3 employees. I have worked in Business Aviation, Solar Construction, Veterinary Ultrasound Equipment Sales & Training, Trucking/Transportation, Heavy Equipment Part Sales, Venture Capital, and with Non-Profit industries. I would love to expand my portfolio into new industries! I am absolutely passionate about my work and a self proclaimed Salesforce Evangelist. I also like HubSpot, and have experience, and am willing to work, in Microsoft Dynamics, or any other CRM tool. I am an expert at digging into existing processes and translating business requirements into simplistic user interfaces in both Salesforce Lightning and Classic versions. I good at translating requirements and typically end up helping streamline existing processes. I've replaced BI tools by building out custom functionality to capture the necessary data in Salesforce and then building out the associated dashboard reporting. I've managed Customer Satisfaction, Customer Loyalty and NPS survey processes with a variety of add-on tools. I've managed and dramatically streamlined incentive compensation payout and sales data management administration processes and procedures. I managed and processed requests from an end-user queue at an enterprise level company with > 600 requests annually and effectively consolidate and prioritize requests, recommend and implement best practice solutions. I like to fix the things that cause pain in your CRM, App pre-purchase review, architecture, implementation, CRM administration by the hour & other cool things with Salesforce!
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Data Migration
    Salesforce Email Studio
    Marketing Automation
    Qualtrics
    Microsoft Dynamics CRM
    Microsoft Office
    Salesforce Lightning
    Salesforce CPQ
    Automation
    Business with 1-9 Employees
    Aerospace
    Salesforce
    Email Campaign Setup
    Aviation
    Salesforce Marketing Cloud
  • $35 hourly
    Salesforce Developer. 7 year Experience in development. PROFESSIONAL SUMMARY : • 7 year of experience in Force.com (administration, configuration, implementation, support and development). • Experience working with CPQ, Community Cloud, Sales Cloud, Service Cloud, Pardot, FSL • Experience in working with Process Builder, Workflow, Custom Settings, SOQL. • Excellent understanding of data modeling concepts (Relational and Dimensional models). • Experience working with Salesforce Lightning, LWC, Visualforce. • Experience in working with Apex Triggers, Tests. • Experience in working with Asynchronous Apex. • Experience in working with dynamic SOQL queries. • Experience in Git. PROJECT EXPERIENCE Role: Salesforce Developer October 2019 – December 2019 Client: IQVIA Description: IQVIA is an American multinational company serving the combined industries of health information technologies and clinical research. It is a provider of biopharmaceutical development and commercial outsourcing services, focused primarily on Phase I-IV clinical trials and associated laboratory and analytical services, including consulting services. IQVIA has a network of more than 50,000 employees in over 100 countries. IQVIA is considered to be one of the world's largest contract research organizations. Project: Responsibilities: • Developed Apex code with Salesforce best practices; • Developed VisualForce Page; • Created Custom Buttons and Tabs; • Created Custom Settings; • Developed Scheduled jobs in APEX; • Developed third-party integration; • Developed multi-callout mock class for testing third-party integration. Environment: Salesforce CRM, REST API, XML, Visualforce, Asynchronous APEX. Role: Salesforce Developer March 2019 – October 2019 Client: Healthcare, NDA Description: The company with offices in Minsk, Moscow, Kiev, Paris. Customertimes is a cloud consulting and system integrator providing team extensions and focusing particularly on extending teams of US based companies and partners with experienced senior offshore consultants and developers. Whether your company needs only one person with a certain skill, a full team of experts, or an entire outsourced development lab, Customertimes has the professionals you are looking for. We have a team of more than 600 talented and enthusiastic consultants, developers, business analysts and mobile experts who have accumulated unique knowledge and experience in cloud solutions. Project: Web application for medical research. Application helps principal investigator to select patients based on survey and helps them to control medical research: create tasks, create visits, store visit results and vitals. Responsibilities: ● Developed Apex code with Salesforce best practices; ● Customized Lightning Experience and page layouts; ● Developed Lightning components with custom UI; ● Implemented Apex Triggers to automate business processes; ● Created and configured scratch orgs with SFDX; ● Resolved merge conflicts in Git; • Customized validation; • Created Community custom pages for different audiences. Environment: Salesforce CRM, Lightning Components, Lightning Community Builder, Workflows, SFDX, Git.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce Service Cloud
    Salesforce CPQ
    Apex
    SOQL
    SOSL
    Salesforce CRM
    Salesforce Lightning
    Visualforce
    Salesforce
    Salesforce App Development
    CSS
    JavaScript
    Java
    HTML
  • $80 hourly
    To see all my past projects and comments click on the 'All Work' Profile under my picture. I work full-time(VERY flexible schedule) as a Solution Engineer for a Salesforce ISV. I started this out of pandemic boredom and am the CEO of SaaS Consulting LLC. I would rank in the top tier of Salesforce Administrators and I am able to work through complex problems and the simplification of workflows through automation. I can do just about anything with Salesforce(and have resources I can pull in IF needed) and have worked on 100's of applications that connect to/or sit on top of Salesforce. Being new to the site is good news for you & your budget. For a limited time, as I build my reputation on this platform, I am willing to do DISCOUNTED work for non-profits and small scale projects in exchange for raving reviews and/or references. This will be ending soon, as I have already have a decent book of clients. Salesforce process and automation expert AppExchange Application and other connected platforms/apps Salesforce Certified Administrator (SCA), Advanced Administrator and App builder in Progress. Partner Theatre Speaker at Dreamforce -2019 Ranger Status(Highest Ranking) in Salesforce Trailhead with 127 badges, 10 Trails, and 101,000 points accrued thus far Implemented/Configured 100's of orgs/apps Worked in F500 and F50 company environments Fluent in all aspects of the platform and able to communicate technical specifications in layman’s terms Microsoft Office & 365 Pardot Hubspot Zapier Conga Docusign San Francisco based English only
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce
    Salesforce Lightning
    Visualforce
    Salesforce1
    Salesforce Marketing Cloud
    Apex
    Application Integration
    Salesforce CRM
    User Flow
  • $200 hourly
    𝟱-𝗦𝘁𝗮𝗿 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸 ⭐⭐⭐⭐⭐ Salesforce Certified since 2010 ✅ 🎓 Certified Sales Cloud Consultant 🎓 Certified Service Cloud Consultant 🎓 Certified Data Architect 🎓 Certified Account Engagement (Pardot) Specialist ➡️ Plus 6 more Salesforce certifications 🎓 and 170+ Badges 🏆 👇 Check out my video 👇 👇 Check out my portfolio 👇 🎓 MBA from Duke University, North Carolina 🎓 Certified practitioner/consultant on Salesforce, Google Cloud, and Amazon Web Services 🎓 Fluent in English and French You're in good hands! I have 15 years of consulting experience helping companies of all sizes, from 3 to 300 employees. I lead consulting engagements and helped dozens of customers in Europe and Australia improve their sales and service operations by streamlining and digitizing their processes. "Sami is in a different league altogether as a stand-out, top calibre freelancer and simply outstanding Salesforce.com GURU." -- actual client feedback, October 2019 I pay high attention to detail with focus on end results. I set up customer-centric processes and data-driven KPIs. I specialize in B2B and B2G businesses, particularly in financial services (mortgage brokers, lenders, BNPLs, insurance brokers and carriers), technology (SaaS and fintech), and professional services (law firms, recruiting firms, compliance service providers). I am deeply familiar with the Salesforce technology stack: - Sales/Service/Experience Clouds - Account Engagement (Pardot) - Analytics and reporting - Integration with MailChimp, DocuSign, Xero.com, Conga, Nintex Drawloop, Zapier, HubSpot, LinkedIn, DiscoverOrg, LeanData, Drift, and much more - Installation and configuration of AppExchange apps I specialize in challenging assignments: - Greenfield and brownfield projects - Salesforce migration - Rearchitecting live orgs with zero end-user disruption - Updating and manipulating large data sets - Upgrading from Classic to Lightning
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    B2B Marketing
    Database Design
    Strategy
    Customer Relationship Management
    Pardot Development
    Salesforce App Development
    Salesforce
    Salesforce CRM
    Pardot
    Business with 100-999 Employees
    Salesforce Service Cloud
    Salesforce Lightning
  • $100 hourly
    I am a 5 x Salesforce Certified Sales Operations Specialist, and have worked with Salesforce for 6 years. Experienced in building Salesforce Systems that reflect your business process, utilizing automation to create efficiencies, and provide clarity and insight into your business. I have expertise in reporting, custom automation, Salesforce Lightning development & migration, data management, data analysis and sales operations management. Salesforce Skills - Salesforce Lightning & Classic - Sales Cloud, Service Cloud - Reports & Dashboards - Mobile Configuration - Custom Automation - Lightning App Builder - Security & MFA Integrations Experience - Calendly - LeadForensics - D&B Optimizer - Dealhub - TechCanary - AccountingSeed - Zapier - Dialpad - Mailchimp - Custom Web to Lead forms - GSuite - Outlook Salesforce Certifications - Certified Service Cloud Consultant - Certified Sales Cloud Consultant - Certified Advanced Administrator - Platform App Builder - Certified Administrator
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Pardot Marketing
    Mailchimp
    Salesforce CRM
    Salesforce
    Salesforce Lightning
    Database Management
    Database Security
    API Integration
    Salesforce Service Cloud
    Salesforce App Development
  • $40 hourly
    I am an 17x Salesforce Certified Consultant, Developer & Administrator having 5+ yrs of experience. I am an experienced Consultant & Developer, including the integrations of Salesforce with multiple 3rd party platforms using REST API, as well as using the Standard Connector. Salesforce Certifications: ✅ Salesforce Certified Experience Cloud Consultant ✅ Salesforce Certified System Architect ✅ Salesforce Certified Development Lifecycle and Deployment Architect ✅ Salesforce Certified Development Lifecycle and Deployment Architect ✅ Salesforce Certified Integration Architect ✅ Salesforce Certified Identity and Access Management Architect ✅ Salesforce Certified Application Architect ✅ Salesforce Certified Sharing and Visibility Architect ✅ Salesforce Certified Data Architect ✅ Salesforce Certified Platform Developer II ✅ Salesforce Certified Field Service Consultant ✅ Salesforce Certified Service Cloud Consultant ✅ Salesforce Certified Tableau CRM and Einstein Discovery Consultant ✅ Salesforce Certified Platform App Builder ✅ Salesforce Certified Sales Cloud Consultant ✅ Salesforce Certified Administrator ✅ Salesforce Certified Platform Developer I I have experience in: Pardot Custom Lightning Development Sales, Service, & Field Service Cloud implementation. Salesforce Administration AppExchange Development Reports and Dashboard ✅ Pardot Implementation - Integrate Pardot with Salesforce. - Create Dynamic Lists, Automation Rules, Segmentation Rules, Drip campaigns, Email Templates(Mobile Responsive) - Building responsive landing pages using Form and Form handlers. - Building and styling multistep forms - Engagement Studio - Code tracking - Integrated Form for Contact/registration/Sign up etc. - Design and code an editable email newsletter or emailer that will work on all email clients. - Provide the newsletter design according to your brand and theme. I have experience in implementing Salesforce for the Solar Industry, Retail Industry, Healthcare, Non-profits, etc. I can implement the Salesforce for your organization in a very cost-effective way, following the best practices of the Salesforce. Thank you for looking at my profile, and I'm looking forward to working with you on your next Salesforce Project.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Pardot Development
    Pardot Marketing
    Salesforce
    Salesforce App Development
    Salesforce Lightning
    Apex
  • $110 hourly
    I am a multi certified Salesforce specialist with a team of Engineers based in Texas. We are a customer service oriented team that curates a personal working relationship with each of our clients. We provide dedicated account management and quality assurance with all of the benefits that come with our collective knowledge of the salesforce ecosystem. Located in College Station Texas, our small team delivers big results. We’ve completed implementations for fortune 500 companies as well as small businesses looking to optimize a few of their daily processes. If you’re looking for the personal experience of working with an individual and the wide breadth of knowledge that comes with a hand curated team of specialists, then feel free to give us a call!
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce Service Cloud
    Salesforce Marketing Cloud
    Salesforce Lightning
    Salesforce App Development
    Implementation
    Salesforce CRM
    Analytics
    Web Development
    Data Management
    Data Engineering
    Web Application
    CPQ Software
    Salesforce CPQ
  • $120 hourly
    𝗚𝗿𝗲𝗲𝘁𝗶𝗻𝗴𝘀! I'm 𝗖𝗵𝗮𝗻𝗶𝗱𝗮, a Salesforce Expert and accomplished freelancer on Upwork with extensive experience and a proven track record of delivering outstanding results for a diverse range of clients. Aside from my proven track record in working with Salesforce configuration and integrations, my strengths lie in effective client communication, problem-solving, and timely project delivery, ensuring a seamless collaboration process and exceptional outcomes. 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝘀𝗼𝗺𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝘁𝗵𝗮𝘁 𝗜 𝗵𝗮𝘃𝗲 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲𝗱 𝗿𝗲𝗰𝗲𝗻𝘁𝗹𝘆 𝘁𝗵𝗮𝘁 𝗵𝗮𝘃𝗲 𝗺𝗮𝗱𝗲 𝘀𝗼𝗺𝗲 𝗯𝗶𝗴 𝗶𝗺𝗽𝗮𝗰𝘁 𝗳𝗼𝗿 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀: ⭐ Integration between QBO and Salesforce using direct API, eliminating the need for paid subscription services ⭐ Set up a link with Chargebee to bypass the restrictions of the managed package ⭐ Developed a .NET/Angular web portal to streamline merchant application submission for payment processing, integrating data flow back into Salesforce. ⭐ Load tested Salesforce endpoint using Python ⭐ Successfully integrated with Encompass without using Encompass connect 𝗟𝗲𝘁'𝘀 𝘄𝗼𝗿𝗸 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 𝘁𝗼 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝘆𝗼𝘂𝗿 𝗶𝗱𝗲𝗮𝘀 𝗶𝗻𝘁𝗼 𝘀𝘂𝗰𝗰𝗲𝗰𝘀𝘀𝗳𝘂𝗹 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀! Whether you need frontend development, backend solutions, or Salesforce customization, I'm here to make it happen with expertise and dedication.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Apex
    Salesforce App Development
    Salesforce Lightning
    Salesforce CRM
    Visualforce
    Python
    ASP.NET MVC
    JavaScript
    SQL
    C#
  • $150 hourly
    I am experienced Certified Salesforce Architect/Admin with over 10 years automating business processes and developing custom scalable solutions on the worlds #1 CRM. I am great at listening to needs of stakeholders, discussing best practices, talking through solutions and transforming gathered requirements into efficient solutions. I have worked on projects as a solo Administrated and have been part of large scale implementations. I have been at a Senior Level Administrative position for the past 3 years within the Salesforce ecosystem specializing in B2B Commerce (Cloudcraze and the newer internal version within Salesforce using communities). I have tremendous amount of experience using all the declarative tools within Salesforce and can read/update/modify Apex code as well. I currently hold 10 Salesforce Certifications: Salesforce Application Architect Salesforce Data Architect and Management Designer Salesforce Sharing and Visibility Designer Salesforce B2B Commerce Administrator Salesforce Platform Developer I Salesforce Service Cloud Consultant Salesforce Sales Cloud Consultant Salesforce Advanced Administrator Salesforce Administrator Salesforce Platform App Builder
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Salesforce
    Salesforce CRM
    Salesforce Service Cloud
  • $110 hourly
    PRIMARY TALENT: I help organizations get the most out of Salesforce by asking key questions to clarify processes and educate clients on how to best leverage the full power of the platform; providing possible solutions and explaining potential benefits and drawbacks of each solution; working collaboratively to map project phases, timelines, priorities, and business processes; executing project maps; providing ongoing communications and documentation to ensure clarity throughout the process, including full documentation in an easy-to-grasp format; and developing training resources (synchronous or asynchronous) to ensure users are confident using the system and empowered to identify additional system improvements. I am a Salesforce Administrator with several years of experience in both Classic and Lightning doing the following: business analysis; CRM implementations and migrations; data structure consulting; data cleaning, importing, and updating; object and object type customizations; automation using workflow rules and actions, processes, flows, and force.com sites with custom domains; advanced report and dashboard design; Lightning migration; web-to-lead forms; project and business process mapping; thorough documentation; and training of users. I have extremely quick response times (typically less than 5 minutes), provide clear and regular updates throughout the project, and deliver effective solutions by educating clients about the Salesforce platform and empowering them to see where they can improve their business processes. I invest as much time as necessary doing consultations to ensure that I understand your needs and preferences for the work to be completed. I always recommend an initial call or virtual meeting that can be recorded for your use in capturing ideas and solutions we generate, or for sharing with others to see if they have additional ideas or solutions. My first consultation is always free, and you will typically have several valuable ideas by the end of that consultation, as well as questions you can use to screen other providers more effectively to find the ideal candidate for your project. As you may know, there are multiple solutions to most challenges within business and the Salesforce platform. My goal is to find the solutions that provide the greatest value to your business, least maintenance, easiest user experience, and greatest potential to remain relevant if you expand your use of Salesforce in the future. I have experience in both education and sales, which helps me improve sales processes and improve efficiency on sales teams. I find that my experience as a teacher helps me explain concepts and train users very effectively. I often do this through live virtual meetings or screen recordings that can be utilized to train Salesforce users asynchronously. There are many great providers on UpWork who can help with Salesforce projects at hourly rates well below "market" value. Many are highly proficient at executing specific requests from clients, and you can find rates so low you might even feel guilty. I base my rate primarily on my ability to help clients understand the platform's capabilities, advise on optimal solutions once I understand their business processes, and guide clients throughout the process in a manner that keeps their confidence high and provides peace of mind. I recognize that my clients are relying on the solutions I provide to affect almost every aspect of their success and impact on the world, and I take that responsibility very seriously. When a client hires me, they are definitely getting someone highly proficient at working within the Salesforce platform. However, the real value is in my ability to consult on decisions that are likely to make a significant impact on your daily operations and success indefinitely, as well as elevate your vision for what is possible within the Salesforce platform related to your business. That is not a responsibility you want to leave in the hands of the provider who simply knows how to make edits within Salesforce. I meet clients wherever they are regarding their understanding of Salesforce and the potential power of the platform. We work together so that I understand their business and can articulate how Salesforce would optimize their processes, reduce wasted time, catch errors, provide insights in real time, improve customer experiences, and help their employees experience greater job satisfaction. I think of myself as a tour guide for clients who may feel like they are in an unfamiliar foreign country. I work to reduce confusion and anxieties, provide genuine security and confidence, and ensure that your experience is positive as you make the most of the time and energy you are investing in the journey. Please contact me with questions. I am happy to spend as much time as necessary making sure that I'm a good fit for clients before we formalize a client-provider relationship on Upwork.
    vsuc_fltilesrefresh_TrophyIcon Salesforce Sales Cloud
    Database Design
    Sales Strategy
    Sales Consulting
    Sales Operations
    Sales Management
    Data Visualization
    Sales Optimization
    Salesforce CRM
    Customer Relationship Management
    Salesforce Lightning
    Business Consulting
    Data Migration
    Business Analysis
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