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Expert Salesforce/ Snowflake / Data Cloud /CRM Consultants. Successfully working with Apex Coding, S.S.O, OAuth Flows, SOAP API, REST API, Triggers & Controllers, SOQL (Salesforce Object Query Language), Salesforce site & WSDL, Data Loader, Visual Force Pages, Live Agent, Process Builder, Big Objects, Lightning Component, Salesforce Marketing Cloud. • Salesforce.com Certified Administrator (ADM 201). • Salesforce.com Certified Platform App Builder • Salesforce.com Certified Advance Administrator (ADM 211). • Salesforce.com Certified Sales Cloud Consultant. • Salesforce.com Certified Service Cloud Consultant. • Salesforce.com Certified Platform Developer I • Salesforce.com Certified Platform Developer II Highlights - Converted Javascript Button code from SF Classic to Lightning Component. - Salesforce Classic to Lightning Migration - Development of Lightning Component/Lightning Web Component - Implementation using Salesforce DX Salesforce Nonprofit Starter pack - Volunteers for Salesforce Sales Cloud Implementation - Custom Territory Management Solution with Collaborative Forecasting (Without enabling Customizable Forecasting) - Proposal Management System with Conga Composer and DocuSign package. - Account/Opportunity/Lead/Contact/Campaign Management System Service Cloud Implementation - OpenCTI - Live Agent - Service Cloud Implementation in Service Cloud Console - Entitlement Management - Contract Management - Knowledge Article Setup Marketing Cloud Implementation - Lists vs Data Extensions - Data Retention - Subscriber Key - Unsubscribe Context (Pub List vs Lists) - SendLogs - Automation Studio - Automation Studio Detail SFMC Activities - Sends and Queries - SFMC Contact Builder - Journeys - Journey Builder and Interactions - Marketing Cloud Lightning (MC Connect) – Sales and Service Cloud Integration - Dynamic Content Options - VAWP - AMPScript Commerce Cloud Implementation -Front-end designing -Back-end architecture with expertise in HTML, ISML, CSS, SCSS/SASS, Demandware, jQuery, javascript, AJAX, JSON, Gulp.js, XML etc. Salesforce Integration with - - Google Drive/Calendar using Service Account (Rest API) - Quickbook Desktop Integration using DBSYNCH - Quickbook Online Integration (Rest API) - Routify - AWS S3 integration for large/small files - Salesforce Einstein - Content Management Websites like Box.com, Dropbox.com, Alfresco. - Payment Gateways like Authorize.net, Paysimple API, Stripe, Paypal and Moneris - Social networking websites like Facebook, Twitter, Linkedin. - Wordpress Websites - DocuSign and Conga Composer Packages - PHP, Java, .net,Joomla based websites (SOAP API) - MySQL using Middle ware - Chatter File/Attachment/Content version Integration for Partner Community User (SOAP API). Developed Salesforce.com Appexchange Apps - - Docufy, Cyber Alarm Antivirus and snapi.io etc. Community Cloud Implementation (Lightning) - Developed highly customized Customer/Partner Communities Miscellaneous - Field Service Lightning App - Salesforce CPQ implementation - Financial Force Package Customization. Pardot Implementation - Integrate pardot with the 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. Wordpress - Plugin Development - Theme Development - Convert PSD to HTML files - Yoast Search Engine Optimization (SEO) Full Stack - Javascript - .net - Php - Ruby & Rail - Python - React Mobile App Development - iOS/Android Native Mobile App and integrated with Salesforce. - Swift, HTML 5 (bootstrap theme), Angular 6, Laravel, MySQL - React Native - Cross Platform app using Node.js

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.

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.

Ex-Salesforce | Ex-Nokia | CRM, Data & AI Automation Specialist Salesforce, Snowflake, Agentforce, HubSpot, Odoo & Microsoft Dynamics Architect With 15+ years of experience as a Salesforce Consultant, Solution Architect, and former Salesforce & Nokia professional, I help organizations design and implement scalable business systems that connect CRM, ERP, analytics, AI, and automation into one operational ecosystem. My focus is not just technology implementation. It is building systems that improve visibility, automate execution, increase adoption, and support long-term growth. Core Expertise Salesforce Architecture & Development I help organizations maximize the value of Salesforce through scalable architecture, automation, and business process optimization. ✔ Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, CPQ, Health Cloud & Agentforce ✔ Salesforce Administration & Governance ✔ Apex Development & Lightning Web Components (LWC) ✔ Flow Automation & Process Optimization ✔ Data Modeling & Security Architecture ✔ API Integrations (REST / SOAP) ✔ Data Migration & System Consolidation ✔ Reports, Dashboards & Executive Analytics ✔ Revenue Operations (RevOps) Design ✔ Salesforce Solution Architecture & Technical Leadership Snowflake & Modern Data Platforms Building reliable reporting starts with a strong data foundation. ✔ Snowflake Data Warehouse Architecture ✔ Data Modeling & Performance Optimization ✔ ETL / ELT Pipelines ✔ dbt Implementation ✔ Data Governance & Quality Frameworks ✔ Business Intelligence & Executive Reporting ✔ Salesforce, HubSpot & ERP Data Integration ✔ Revenue Analytics & GTM Reporting ✔ Enterprise Data Architecture HubSpot CRM & Revenue Operations Designing revenue systems that align Marketing, Sales, and Customer Success. ✔ HubSpot Sales Hub ✔ HubSpot Marketing Hub ✔ HubSpot Service Hub ✔ HubSpot Operations Hub ✔ Lifecycle Architecture & Lead Management ✔ Workflow Automation ✔ Lead Scoring & Attribution ✔ CRM Data Architecture ✔ Reporting & Revenue Analytics ✔ HubSpot Integrations & Migrations Odoo ERP & Business Process Automation Helping organizations centralize operations and streamline workflows. ✔ Odoo CRM ✔ Sales & Purchase Management ✔ Inventory & Supply Chain Workflows ✔ Accounting & Financial Operations ✔ ERP Process Design ✔ Odoo Customization & Integration ✔ Operational Reporting & Dashboards ✔ End-to-End Business Process Automation Microsoft Dynamics & Power Platform Creating connected business applications and automation solutions across the Microsoft ecosystem. ✔ Microsoft Dynamics 365 ✔ Sales & Customer Service Modules ✔ Power Apps Development ✔ Power Automate Workflows ✔ Copilot & AI Automation ✔ Dataverse Architecture ✔ SharePoint & Microsoft 365 Integrations ✔ Executive Reporting & Analytics AI & Agentic Automation Building practical AI systems that improve execution, not just experimentation. ✔ Salesforce Agentforce ✔ AI Agents & Copilots ✔ Workflow Orchestration ✔ GPT, Claude & Gemini Integrations ✔ AI-Powered CRM Automation ✔ Lead Qualification & Routing ✔ Customer Service Automation ✔ AI Knowledge Systems ✔ Operational Intelligence Workflows ✔ n8n & Low-Code Automation Platforms Industries Served ✔ Healthcare & MedTech ✔ Insurance & Financial Services ✔ SaaS & Technology ✔ Manufacturing ✔ Nonprofits ✔ Professional Services ✔ Energy & Utilities ✔ Real Estate ✔ Transportation & Logistics Certifications Salesforce Certifications ✔ Salesforce Certified Administrator ✔ Salesforce Certified Sales Cloud Consultant ✔ Salesforce Certified Marketing Cloud Administrator ✔ Salesforce Certified Marketing Cloud Email Specialist ✔ Salesforce Certified AI Associate ✔ Salesforce Certified Agentforce Specialist ✔ Salesforce Certified Platform Developer II ✔ Salesforce Certified Platform Data Architect ✔ Salesforce Certified Platform Development Lifecycle & Deployment Architect Professional Certifications ✔ Project Management Professional (PMP) ✔ Prosci Change Management Certified What Clients Typically Hire Me For ✔ Salesforce & HubSpot Implementations ✔ Agentforce & AI Automation Initiatives ✔ Snowflake Data Warehouse Projects ✔ CRM & ERP Integrations ✔ Revenue Operations (RevOps) ✔ Digital Transformation Programs ✔ Enterprise Solution Architecture ✔ Business Process Automation ✔ Executive Reporting & Analytics ✔ Fractional CRM / RevOps Leadership Let’s build a connected system that unifies your people, processes, data, and AI into a scalable operating model that drives real, measurable business outcomes.

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.

HubSpot & Salesforce Solution Architect | 850+ projects across 10+ industries | Proprietary 4-Factor Methodology | $18,000+/mo avg labor savings per client | 112+ hours/mo bandwidth recovered I'm the Solution Architect behind 850+ HubSpot and Salesforce implementations. Sales Ops, RevOps, and Marketing leaders hire me as their fractional HubSpot Consultant, Salesforce Consultant, and Solution Architect — when their CRM is leaking revenue, drowning their team in manual work, or just plain not delivering what it was supposed to. As your Solution Architect AND embedded CRM Administrator, I lead engagements across the full HubSpot and Salesforce stack — HubSpot CRM implementations, Salesforce builds, HubSpot↔Salesforce integrations, Marketing Automation rollouts, and the day-to-day CRM admin work that keeps everything running clean. The 4-Factor Methodology I've built — refined across 850+ CRM, RevOps, and Marketing Automation projects — accounts for your business model, processes, industry, and growth stage before a single workflow gets configured. Systems stay agile as you scale, not custom builds that calcify on go-live day. RESULTS: ⏱ $18,000+/mo avg labor savings + 112+ hrs/mo bandwidth recovered per client (avg across 850+ projects) ⏱ +40% qualified leads for a SaaS client via HubSpot workflows, lead scoring, Marketing Automation rebuild ⏱ 100,000+ contacts migrated from Zoho to HubSpot with zero data loss ⏱ Salesforce transformation for a $250M+ CPG sales agency — fixed scaling blockers that nearly derailed a complex multi-brand build 💬 "Beniah identified and fixed key issues that would have prevented us from scaling, and played a game-changing role in turning a very complex project into a reality. We truly think of him as an expanded member of our team." — Laura Howell, CIO, C.A. Fortune 💬 "Working with Ben was an incredible experience. Thorough, professional, timely, and patient. I would not hesitate to recommend him for any HubSpot-related projects." — Courtney Sparkman, Upwork client TWO WAYS TO START: → Not sure where to begin? Start with a 10-hour RevOps audit — I diagnose what's broken in your HubSpot or Salesforce setup, prioritize fixes, and hand you a roadmap. If we're a fit, we implement together. → Already know what you need? Build, migrate, or integrate from day one — HubSpot CRM, Salesforce, HubSpot↔Salesforce integration, Marketing Automation rollouts, full CRM administration. CORE SERVICES: ✅ HubSpot Solution Architecture: HubSpot CRM setup, customization, HubSpot Marketing Hub implementation ✅ Salesforce Solution Architecture: implementation and optimization across Salesforce Clouds ✅ HubSpot↔Salesforce integration with enterprise-grade bidirectional sync — your dedicated HubSpot Salesforce Consultant ✅ CRM Administration: user management, permissions, data governance, ongoing CRM admin and optimization ✅ Marketing Automation strategy and build: HubSpot Marketing, Salesforce Marketing Cloud, Journey Builder, Pardot ✅ Email marketing and Marketing Automation optimization (HubSpot, Klaviyo, Mailchimp) ✅ Workflow automation via Zapier, Make, n8n, and APIs on clean CRM Administrator foundations ✅ Reporting and dashboards in HubSpot, Salesforce, Tableau, Power BI ✅ RevOps strategy: as your dedicated RevOps Consultant — lead routing, lead scoring, attribution, Revenue Operations design TOOLS: Salesforce Clouds: Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Revenue Cloud, Experience Cloud HubSpot Hubs: Marketing Hub, Sales Hub, Service Hub, CMS Hub, Operations Hub Automation: Zapier, Make, n8n, native APIs, custom middleware Email & Marketing Automation: Pardot, Klaviyo, Mailchimp, Outreach, Active Campaign Other CRM: Zoho CRM, Pipedrive Analytics: Tableau, Power BI, GA4, Einstein Analytics Adjacent: WordPress, Shopify, Webflow INDUSTRIES: Real Estate & Investment | SaaS | Ecommerce | Consumer Brands & CPG | Coaching | Insurance & Finance | Marketing Agencies | Consulting | Healthcare | B2B WHY CLIENTS HIRE ME: ✔ 10+ years as a Salesforce Solution Architect and HubSpot Solution Architect ✔ Featured on UpCity as a Top Service Provider for HubSpot and Salesforce consulting ✔ Proprietary 4-Factor Methodology™ — proven across 850+ projects in 10+ industries ✔ Certified: Salesforce & HubSpot Certified Administrator. Experienced Salesforce Marketing Cloud Expert, Salesforce Pardot Specialist, HubSpot Marketing, and RevOps Consultant. ✔ Solution Architect-tier strategy paired with hands-on CRM admin delivery — multiple CIOs and VPs have called me "a member of our team," not a vendor If you need a HubSpot Solution Architect, Salesforce Solution Architect, CRM Administrator, RevOps Consultant, Marketing Automation Consultant, or HubSpot Salesforce Consultant who understands both the tech and the revenue motion — let's talk. 📩 Tell me what's broken or what you're building. I respond within 24 hours with a clear next step.