I have 16 years experience on Zoho CRM & Salesforce.com platform. I am Certified Application & System Architect. My Specialties: Zoho CRM, Salesforce Experience Cloud, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, Pardot Marketing Automation, CloudCraze, Salesforce Lightning App Builder, Exact Target, Salesforce CPQ, Salesforce Field Service Lightning, Salesforce Solutions Architect, Salesforce Training, Salesforce Community Cloud, Salesforce Lightning, Lightning Reports & Dashboards, Scrum Project Management, Conga Composer & Courier, Skedulo Field Service, Force.com App Development, Workflow Configuration, Apex Trigger Development, Configuration & Programming, Informatica Cloud Services, Agile Project Management, Business Analyst, Chatter Deployment, Visualforce Development, API Integration, Marketing Automation, Web Services Salesforce.com Certifications: ✔ Salesforce Certified Application Architect (June 2020) ✔ Salesforce Certified Service Cloud Consultant (May 2021) ✔ Salesforce Certified Community Cloud Consultant (November 2020) ✔ Salesforce Certified Platform App Builder (June 2020) ✔ Salesforce Certified Data Architect and Management Designer (April 2019) ✔ Salesforce Certified Sharing & Visibility Designer (April 2019) ✔ Salesforce Certified Sales cloud Consultant (July 2018) ✔ Salesforce Certified Administrator (June 2018) ✔ Salesforce Certified Platform Developer 1 (June 2018) ✔ Developer 401 (January 2010) - Expired

I am a 19x Salesforce Certified Architect, Consultant, and Senior Salesforce Developer with 9+ years of experience designing and delivering enterprise Salesforce solutions across Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud, B2B Commerce, Agentforce, and AI-powered automation. Throughout my career, I have worked with leading organisations, including Novant Health, Dwyer Omega, Deciem, RockWest Composites, and Bouclair. As a Salesforce Architect, I specialize in designing scalable, enterprise-grade solutions that align technology with business objectives. My experience covers Salesforce architecture, CRM transformation, Agentforce implementations, Data Cloud, Marketing Cloud, B2B Commerce, custom development, and complex integrations across enterprise systems. Why Clients Hire Me: 🏆 19 Salesforce Certifications including Application Architect, Platform Developer II, Data Cloud Consultant, Agentforce Specialist, Sales Cloud Consultant, Service Cloud Consultant, Marketing Cloud Engagement Administrator, and Platform Data Architect. 🏆 Enterprise Implementation Experience across healthcare, manufacturing, retail, eCommerce, and B2B organizations. 🏆 End-to-End Salesforce Delivery from discovery and architecture to development, deployment, integrations, and optimization. 🏆 AI & Agentforce Expertise helping organizations automate service operations, improve productivity, and leverage Salesforce AI capabilities. Core Expertise: ✅ Salesforce Development (Apex, Triggers, Lightning Web Components (LWC), Visualforce, Aura) ✅ Salesforce Administration & Configuration ✅ Salesforce Sales Cloud, Service Cloud & Experience Cloud ✅ Salesforce Marketing Cloud & Data Cloud ✅ Salesforce B2B Commerce Development ✅ Agentforce, Salesforce AI & Einstein AI Solutions ✅ Salesforce Integrations (REST API, SOAP API, ERP, Billing Systems, HubSpot, MailChimp, Websites) ✅ Flow Automation, Process Builder & Workflow Optimization ✅ Data Migration, Data Cleansing & CRM Optimization Technical Skills: Salesforce: Apex, LWC, Salesforce Lightning, Visualforce, SOQL, SOSL, Flow Builder, Screen Flows, Approval Processes, Custom Objects, Validation Rules, Reports & Dashboards Integrations: REST APIs, SOAP APIs, HubSpot, MailChimp, LinkedIn, Apollo, Payment Systems, Third-Party Applications Certifications (19X Salesforce Certified) 🏆 Agentforce Specialist 🏆 AI Associate 🏆 Data Cloud Consultant 🏆 Application Architect 🏆 Platform Developer II 🏆 Platform Developer I 🏆 JavaScript Developer I 🏆 Platform Data Architect 🏆 Sharing & Visibility Architect 🏆 Sales Cloud Consultant 🏆 Service Cloud Consultant 🏆 Marketing Cloud Engagement Administrator 🏆 Omnistudio Consultant 🏆 Advanced Administrator 🏆 Administrator 🏆 Platform App Builder 🏆 Associate 🏆 Field Service Consultant 🏆 B2B Commerce for Developers Accredited Professional I focus on building scalable, secure, and future-proof Salesforce solutions that drive measurable business outcomes. Whether you need a Salesforce Architect, Salesforce Consultant, Salesforce Developer, Agentforce Specialist, Data Cloud Consultant, Marketing Cloud Expert, or Integration Architect, I bring both strategic thinking and hands-on technical expertise to every engagement. 📩 Let's discuss how I can help your organisation maximise the value of Salesforce.

𝟏𝟒+ 𝐘𝐞𝐚𝐫𝐬 𝐨𝐟 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 | 𝐓𝐨𝐩-𝐑𝐚𝐭𝐞𝐝 𝐏𝐥𝐮𝐬 | 𝐄𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞-𝐆𝐫𝐚𝐝𝐞 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 Hello! I’m Pooja, a Certified Salesforce Professional with 14+ years of deep, hands-on experience delivering scalable, secure, and high-impact Salesforce solutions for global clients. 𝐈 𝐬𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐳𝐞 𝐢𝐧 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭, 𝐀𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧, 𝐃𝐚𝐭𝐚 𝐂𝐥𝐨𝐮𝐝, 𝐀𝐠𝐞𝐧𝐭𝐟𝐨𝐫𝐜𝐞, 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬, 𝐂𝐮𝐬𝐭𝐨𝐦 𝐀𝐩𝐩𝐬, 𝐀𝐈-𝐝𝐫𝐢𝐯𝐞𝐧 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧, 𝐚𝐧𝐝 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞 𝐞𝐧𝐝-𝐭𝐨-𝐞𝐧𝐝 𝐢𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧. My profile stands out for consistent 5-star reviews, repeat clients, and long-term partnerships because I focus on clarity, communication, and delivering real business outcomes. ✅ 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐏𝐫𝐞𝐟𝐞𝐫 𝐖𝐨𝐫𝐤𝐢𝐧𝐠 𝐖𝐢𝐭𝐡 𝐌𝐞 Strong technical + functional understanding Fast, accurate delivery Clean, scalable coding standards Professional communication & daily updates Complete documentation & long-term support Core Salesforce Expertise 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 Apex Triggers, Classes, Schedulable/Batches Lightning Web Components (LWC) Aura Components & Visualforce Complex business logic automation Salesforce UI enhancements 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐀𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧 Custom Objects, Validation Rules Roles, Profiles, Permission Sets Reports, Dashboards, App Builder Flow Builder (Record-Triggered, Screen Flows) 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐃𝐚𝐭𝐚 𝐂𝐥𝐨𝐮𝐝 Data ingestion & harmonization Identity resolution & unification Segment building & insights Real-time activation 𝐀𝐠𝐞𝐧𝐭𝐟𝐨𝐫𝐜𝐞 & 𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 Agentforce configuration Einstein AI setup AI-driven workflows Bot-based automation 𝐀𝐏𝐈 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬 REST / SOAP API Integrations with Commerce Cloud, ShipStation, ERPs MuleSoft, Boomi, Zapier Custom middleware logic 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐥𝐨𝐮𝐝𝐬 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 Sales Cloud Service Cloud Experience Cloud Commerce Cloud Data Cloud Agentforce 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 1. Salesforce Certified Admin 2. Salesforce Certified Platform Developer 3. Salesforce Certified Data Cloud Consultant 4. App Builder 5. Agentforce 6. Salesforce Marketing Cloud Certified 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐒𝐞𝐫𝐯𝐞𝐝 E-commerce, Finance, Healthcare, Real Estate, Logistics, Education, SaaS, IT Services & more. 🤝 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮 𝐆𝐞𝐭 ✨ High-quality delivery ✨ On-time results ✨ Future-ready architecture ✨ Clean code ✨ 100% client satisfaction focus 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬 : Salesforce Developer, Salesforce Admin, Salesforce Data Cloud, Salesforce Agentforce, LWC Developer, Apex Developer, Salesforce Architect, Salesforce Integration Expert, Salesforce Flow Specialist, Salesforce Automation, Salesforce Consultant, Sales Cloud, Service Cloud, Experience Cloud, Commerce Cloud, Data Cloud Engineer, AI + Agentforce, Einstein AI, API Integrations, REST API, SOAP API, CRM Customization, CRM Migration, Salesforce Optimization, Lightning Development, MuleSoft, Boomi, Zapier Integrations.

I’m Rohit, a Salesforce professional with 12+ years of hands-on experience. I work mainly on Salesforce app development, customisation, reports and dashboards, and overall CRM setup. I’m comfortable building custom fields, page layouts, validation rules, workflows, and automation, and I’ve worked across most Salesforce clouds including 𝐒𝐚𝐥𝐞𝐬, 𝐒𝐞𝐫𝐯𝐢𝐜𝐞, 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠, 𝐏𝐚𝐫𝐝𝐨𝐭, 𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬, and more. Over the years, I’ve delivered full implementations and custom solutions across different industries. ✔️ In 𝐇𝐞𝐚𝐥𝐭𝐡 𝐂𝐥𝐨𝐮𝐝, I’ve worked on integrating patient data from EHR systems and other healthcare platforms, and built detailed patient profiles that include medical history, medications, allergies, and other relevant information needed by care teams. ✔️ In 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐂𝐥𝐨𝐮𝐝, I’ve helped firms consolidate client data from multiple systems like CRMs, portfolio tools, and compliance platforms. I’ve customised client profiles to track financial goals, risk tolerance, investment preferences, and interaction history so teams get a complete picture of their customers. ✔️ I’ve also implemented 𝐂𝐨𝐧𝐠𝐚 𝐂𝐋𝐌, where I automated contract creation, approvals, and e-signatures. I customised templates and clause libraries to standardise contracts and meet compliance requirements. ✔️ From building custom objects, flows, 𝐫𝐞𝐩𝐨𝐫𝐭𝐬, 𝐚𝐧𝐝 𝐝𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬 to handling integrations, I’ve done end-to-end Salesforce work. I’ve integrated Salesforce with websites, third-party tools, and automation platforms to improve both sales and service processes. ✔️ On the marketing side, I’ve worked with 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐂𝐥𝐨𝐮𝐝 𝐚𝐧𝐝 𝐏𝐚𝐫𝐝𝐨𝐭, supporting inbound marketing, campaigns, and customer journeys. I’ve also integrated HubSpot with Salesforce to keep sales and marketing data aligned. ✔️ I’ve helped businesses move from other CRMs to Salesforce, including large data migrations. In one finance project, I 𝐦𝐢𝐠𝐫𝐚𝐭𝐞𝐝 𝐨𝐯𝐞𝐫 𝟏𝟎,𝟎𝟎𝟎 𝐫𝐞𝐜𝐨𝐫𝐝𝐬 𝐚𝐧𝐝 𝐭𝐡𝐨𝐮𝐬𝐚𝐧𝐝𝐬 𝐨𝐟 𝐟𝐢𝐥𝐞𝐬, then customised Salesforce to match the client’s exact business processes. ✔️ Another key project involved 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐏𝐐, where I handled complex pricing models like volume discounts, bundles, and region-based pricing. I configured products, price books, and discount schedules to ensure accurate and consistent quotes. ✔️ I’ve worked with clients across 20+ industries such as real estate, finance, e-commerce, education, and more. Many of these projects involved setting up Salesforce from scratch and tailoring it to how the business actually works. 🏆 🏆 🏆 List of Salesforce Certifications: 🎓Salesforce Health Cloud Admin 🎓Salesforce Integration Architect 🎓Salesforce Platform Developer II (PD2) 🎓Salesforce Certified CPQ Specialist 🎓Salesforce Certified Tableau CRM and Einstein Discovery Consultant 🎓Salesforce Platform Developer I (PD1/DEX402) 🎓Salesforce Sales Cloud Consultant 🎓Salesforce Service Cloud Consultant 🎓Salesforce Administrator 🎓Salesforce Certified Platform App Builder 🎓Salesforce Marketing Cloud Consultant 🎓Salesforce Experience Cloud Consultant My way of working is straightforward: I first understand the business problem, then design a Salesforce solution that fits — not overcomplicated, but scalable and practical. If you’re looking for someone who can own Salesforce work end to end and deliver solutions that support real business growth, I’d be happy to help.

Hi, I'm a Sr. Salesforce Developer with over 8 years of experience in Salesforce development, including Apex, Triggers, LWC and I'm a Certified Salesforce Administrator with extensive experience with Flows, Role Hierarchy, Workflow Rules, Validation Rules, Custom Object and Fields and more. In addition, I have over 15 years of experience in Software Development (Salesforce, NetSuite, HubSpot, Shopify), Web Design (Websites, WordPress), Integrations (APIs, Salesforce, Zoominfo, HubSpot, Shopify, Payment Processing and more) and PHP, Python, Angular, React. My FOCUS is solely on the client's needs. I work hand-in-hand with my clients and walk through every step of the process to deliver exactly what the client needs I do what the client requests and go beyond their expectations; this entails • Clearly understanding the client's business • Clearly understanding the client's need and request • Design exactly what the client's request using Wireframes, Specifications, etc. • Keep client constantly informed of the progress of the project by using tools to monitor the work; Jira, Trello Boards, Slack, etc. Experience: • Software Development o Salesforce; Lightning, Apex, Triggers, Declarative (Flows, Reports, Dashboards), Community Portals and more o NetSuite; SuiteScript, Integrations, Workflows, Reports o Websites; WordPress, Django, Heroku o PHP, Python, JavaScript, Angular, React • Integrations o Salesforce Integrations; Websites, Forms, Zoominfo, HubSpot, Shopify o Payment Processing Integrations ; Stripe, Authorie.net, QuickBooks PayPal and more o Created many custom REST API • Platforms o Salesforce; Sales Cloud, Sales Engagement, CPQ, Salesforce for Nonprofit (NPSP), Pardot, Marketing cloud o NetSuite o AWS EC2 o WordPress o Heroku • Database (SQL Server, MySQL) o SQL Server o MySQL o Mongo • Architecture o Extensive knowledge of Salesforce, NetSuite, websites o Ecommerce/Shopping Carts • Magento • Wordpress/WooCommerce • Shopify Sample Projects • Built a new Salesforce Instance ("Quick Start Implementation"); the requirement called for converting the client's management case website to Salesforce. This project consisted of creating Lightning components to match client's case management system and automatically create Leads based on business rules • Implement API integrations for client's website so Leads are created in Salesforce automatically. In addition, based on fields entered on the website by prospect, Leads assigned to designated sales teams • Ecommerce; worked with most Payment Processing Gateways (Authorize.net, Stripe, PayPal, etc.) • Create Reports and Dashboards for eCommerce and Wealth Management companies for analytical and research. • Integrated Salesforce Computer Telephony Integration (CTI) with client's phone system; in addition integrating phone system with Salesforce, the application also auto populates data based on incoming number and "click-to-call" functionality • Create integration between QuickBooks and Salesforce so users can see the status of pending and paid invoices within Salesforce. • Ecommerce Salesforce Integration: Integrated an Ecommerce solution for a Leading National Warranty Company which the site now provides ability to purchase contracts from the company's website utilizing custom Salesforce REST services The following are steps I take with my clients which has proven time and time again the finished products meets the client's goals: Step 1 - Design: Understand exactly what the client needs. This involves collaborating closely with the client and then provide client written design specifications Step 2 - Implement: Implement exactly what the client requested Step 3 - Test: Thoroughly test all components of the request and we don't finish testing until client approves the work Step 4 - Deliver!

I work closely with clients to understand their unique challenges and deliver solutions through completion. We’ll put together a plan to resolve any issues you have, and we’ll see that plan through to completion. Working with me, you’ll be able to leverage me experience with NetSuite which stretched back over a dozen years, as well as my 20+ years’ experience in Information Technology and Management. Whatever your goals are, I am confident we can achieve them. I'm an experienced NetSuite professional with more than 12 years of experience in consulting across different industries and the posses the skills required to deliver solutions as promised, with no surprises. I have a passion for solving business problems, with an analytical mind and a dedication to quality in every part of my work. I love creating out of the box solutions for clients who need NetSuite expertise in making their system suit their business processes and ensure they're able to maximize their investment, time and resources to make the company successful. NetSuite is a huge product, and offers amazing benefits to companies that use it right. However because of all that it can do, it can be difficult to get the full benefit from the system. If your business is struggling with NetSuite right now, I’d like to help. You may be struggling with your Order to Cash, Procure to Pay, or other Transaction Cycles. Or you may be having a hard time with Accounting and Financial Issues, Reports and Searches, Data Management or other Procedures. You may be here because you are having difficulties with Administration, Customization or Data Integration, or because you are looking to expand the system through the use of Workflows and SuiteScript. Rest assured, you are not alone. I have helped many other businesses get a handle on these and many other issues, and I can help yours as well. I'm able to implement, configure and customize NetSuite to bridge gaps or increase efficiency for it's users. I would love the opportunity to work with you and/or your team.

With three Salesforce certifications and All Stars Ranger status, I offer deep expertise in Odoo, Salesforce, and Zoho ecosystems. I focus on ERP and CRM implementations, advanced customization, automation, and system integrations that streamline processes and improve organizational performance. My proficiency spans Sales Cloud, Service Cloud, Zoho One, and multiple Odoo modules, ensuring adaptable solutions aligned with business goals. As a full-stack Salesforce developer and consultant, I have delivered numerous custom CRM projects with user-centric design and sophisticated technical functionality across planning, architecture, and development. Salesforce Cloud Experience: I am very proficient and have decent expertise on various Salesforce Clouds and technological aspects. I worked on multiple projects, which included development, implementation, customization, configuration, and Third-party integrations. ✅ Apex, Visualforce ✅Apex Classes and Trigger ✅ Validation rules and workflow rules ✅ Data Management and Data Security ✅ Process Automation ✅ Lightning Design Development ✅ Lightning Component Development ✅ Process Builder Salesforce Appexchange App Implementation: ✅TargetRecruit ✅ CRP Analyst ✅ Rollio ✅ Conga Composer ✅ Apttus CPQ ✅ Apttus CLM ✅ Drawloop Document ✅ Docusign ✅ Salesforce integrations ✅ Salesforce administrator ✅ Reporting and dashboards ✅ Salesforce architecture ✅ Salesforce Apex (Visualforce) developer ✅ Salesforce LWC (Lightning) developer ✅ Salesforce Integration Architecture ✅ Salesforce Application Architecture ✅Salesforce Platform Developer II ✅ Salesforce Platform Developer I ✅ Salesforce Administrator ✅ Salesforce Marketing Cloud Consultant ✅ Salesforce Email Specialist ✅ Pardot Specialist ✅ Pardot Consultant Industry Experience: We have helped customers from following business domains for setting up and customization of Salesforce CRM and various Salesforce clouds to provide bespoke CRM solutions as per their business requirements. ✅ Financial Services ✅ Healthcare & Life Sciences ✅ Communications ✅ Retail ✅ Consumer Goods ✅ Media ✅ Government ✅ Manufacturing ✅ Transportation and Hospitality ✅ Automotive ✅ Higher Education ✅ Nonprofit Organization Salesforce Development Services Expertise: Being a full-stack Salesforce developer & consultant and associated with an ISO certified Salesforce development company, I actively work on the following areas of Salesforce development & implementations: ✅ Salesforce Development & Customization ✅ Salesforce Implementation/Integration ✅ Apex & VisualForce Development ✅ Force.Com Development & Integration ✅ Salesforce App Development for AppExchange ✅ Salesforce1 Mobile App Development ✅ Lightning Migration ✅ Lightning Web Components Development ✅ Pardot Marketing Automation ✅ Business Process Optimization ✅ Data Migration So if you're looking for a Salesforce professional to help you expand your portfolio and grow your business, don't hesitate to contact me. I offer a FREE INITIAL CONSULTATION, so you can see for yourself why I am the right choice for all your Salesforce needs. How do we communicate and report: We touch base with our valued clients on a daily, weekly & monthly basis. We follow agile methodology and use many types of project management tools communication. ⦿ Upwork Message Board & emails for regular updates ⦿ Azure DevOps for code repository ⦿ Asana / Trello / MS Projects - Project management tools as per the customer preference

I fix broken Salesforce orgs, automate manual work, and build targeted lead lists. As an 8x certified Salesforce professional with hands-on experience in automation, configuration, CRM optimization, and lead research, I focus on clean setup, accurate data, and tested solutions before launch. I work across Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Agentforce. Hire me if you're: ⚠️ Spending too much time on manual tasks ⚠️ Frustrated because your CRM does not fit your workflow ⚠️ Working with messy, incomplete, or duplicate data ⚠️ Not getting clear insights from your reports and dashboards 𝗛𝗲𝗿𝗲'𝘀 𝗵𝗼𝘄 𝗜 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽: ✅ Dashboards & Reports: KPI tracking that turns CRM data into clear business insights ✅ Lead Generation & Research: Targeted prospect lists using Data Axle, LinkedIn research, public web research, duplicate review, and email verification ✅ Salesforce Automation: Flows, approvals, validation rules, Dynamic Forms, and workflow improvements ✅ CRM Setup & Optimization: Fields, page layouts, forms, permissions, and record types ✅ Email Marketing & Account Engagement: Campaign setup, email templates, automation rules, segmentation, and lead nurturing ✅ Testing & Quality Assurance: Regression testing, UAT support, and documentation before launch 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀: 8x Certified, including Salesforce Administrator, Business Analyst, Experience Cloud Consultant, Marketing Cloud Email Specialist, UX Designer, Strategy Designer, Agentforce Specialist, and AI Associate. 𝗠𝘆 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵 I have a background in data research, content writing, and design, which shapes how I approach every project. Before configuring anything, I review your current workflow, identify pain points, and map the changes needed. I test updates before launch so your team can work from cleaner data, clearer reports, and more reliable automation. Past and recent work includes conducting comprehensive testing for a global enterprise implementation, building targeted contact lists for lead generation and data enrichment projects, and building automated workflows that cut manual work in half. For larger or more complex projects, I collaborate with Development Consulting Partners, a certified Salesforce Partner with 50+ certifications, when additional expertise is needed. 👉 Ready to make Salesforce work better for your business? Send a message or schedule a call to discuss your needs. Laurie Scott Salesforce & Lead Generation Consultant

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

I am a 15X Salesforce Certified Consultant & Architect with 15+ years of hands-on experience helping enterprise organizations design, scale, and automate their CRM ecosystems. I bridge the gap between complex technical architecture and strategic business growth. Over my career, I’ve partnered with Fortune 500 companies and global enterprises to turn messy data into streamlined operations, close complex revenue cycles faster, and build future-ready custom applications. 🔹 What I Do Best ○ Enterprise Architecture & Strategy: Designing scalable, clean, and secure Salesforce ecosystems from the ground up. ○ Custom Development: Advanced coding (Apex, LWC, Aura) built to be clean, scalable, and fully optimized. ○ Revenue & CPQ Optimization: Advanced Quote-to-Cash implementations that simplify complex pricing and sales cycles. ○ Automation & Flow Strategy: Replacing heavy manual workflows with seamless, high-productivity automation using Flow Builder. ○ Complex Integrations & APIs: Connecting Salesforce flawlessly with critical third-party tools (REST/SOAP, Marketing, Finance, Support). ○ Data Governance & Migration: Managing large-scale data migrations and cleanup to ensure executive-level accuracy. 🔹 Core Cloud Expertise Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Financial Services Cloud, Commerce Cloud, Data Cloud, CPQ, Agentforce, CRM Analytics. 📌 Premium Experience & Proven Results I am trusted by high-profile global organizations to manage massive Salesforce footprints. My track record includes delivering enterprise-grade solutions for: ○ Blackstone (Fortune 500 Private Equity Giant) ○ Upwork (Directly hired by Upwork to optimize their own internal Salesforce Org) ○ Deloitte (Leading global enterprise consulting firm) ○ Arrow Electronics ($30B+ Revenue Tech Leader) ○ Cvent & Encore Capital Group 👉 My Approach: I don't just write code or configure apps. I dive deep into your business objectives first, then architect Salesforce solutions that drive measurable business impact, maximize user adoption, and yield clear ROI. If you are looking for a reliable, elite-tier Salesforce partner who understands both the technical architecture and the business side of CRM strategy, let's connect. Keywords & Core Expertise: Salesforce • Salesforce Architect • Salesforce Developer • Salesforce Consultant • Salesforce Admin • CRM Implementation • Salesforce Optimization • Salesforce Integration • Sales Cloud • Service Cloud • Marketing Cloud • Experience Cloud • Data Cloud • Financial Services Cloud • Commerce Cloud • Agentforce • CRM Analytics • Apex • LWC (Lightning Web Components) • Aura Components • Visualforce • JavaScript • REST/SOAP API • JSON • Data Migration • Data Loader • Flow Builder • Automation • Security Model • Org Setup • Sandbox Management • Deployment • Salesforce CPQ • Quote to Cash • AppExchange • Product Development • Einstein AI • Generative AI • Custom Objects • Reports & Dashboards • Account • Lead • Contact • Opportunity • Case