Hi, I'm Monika, a Salesforce Consultant specializing in Real Estate CRM solutions, helping brokers, developers, investors, and property management teams streamline operations, improve visibility, and close deals faster. Over the years, I've worked with Salesforce-based real estate platforms including AscendixRE and similar CRM solutions built for commercial and residential real estate businesses. My focus is on designing scalable systems that bring together property data, broker activities, investor relationships, and deal pipelines in a single source of truth. Areas of expertise: ✔ AscendixRE Configuration & Customization ✔ Real Estate CRM Implementation ✔ Lead-to-Property Matching Automation ✔ Broker & Agent Management ✔ Investor Relationship Management ✔ Deal Pipeline Automation ✔ Experience Cloud Portals ✔ Salesforce Sales Cloud ✔ Agentforce & AI Automation ✔ Data Cloud ✔ Apex, Flow & Lightning Web Components ✔ Third-Party Integrations I've helped organizations automate lead qualification, property inquiries, assignment workflows, investor communications, reporting, and operational processes that previously required significant manual effort. Beyond implementation, I focus on building Salesforce solutions that are practical, easy to adopt, and aligned with how real estate teams actually work. If you're looking for a Salesforce consultant who understands both CRM technology and real estate operations, I'd be happy to discuss your project.

Greetings! I am 15x Certified Salesforce Expert and Architect, Worked as a Technical Consultant in Salesforce India from Year 2021 to 2023. I have been providing Salesforce CRM Solutions form last 8 Years. Until now I have completed more than 100+ Successful CRM Implementations, I offer below Services. Services: - Salesforce Sales Cloud Implementation - Salesforce Service Cloud Implementation - Salesforce Marketing Cloud Implementation - Salesforce Health Cloud Implementation - Salesforce CPQ Implementation - Order Management Setup - Industries CPQ Setup - Insurance Quoting - Omni Studio - Custom Development - (LWC, Apex, Aura, Visualforce or Triggers) - Automations (Flow, Workflows, Assignment Rules, Escalation Rules, Email Alerts) Expert Level ability with Salesforce cloud platforms. Salesforce Customization & Implementation of Salesforce as per the client requirements. ✴️ Salesforce Platform Developer I ✴️ Salesforce Platform Developer II ✴️ Salesforce Javascript Developer I ✴️ Salesforce App Builder ✴️ Salesforce Administrator ✴️ Salesforce Marketing Cloud Email Specialist ✴️ Salesforce Marketing Cloud Consultant ✴️ Salesforce Marketing Cloud Developer ✴️ Salesforce Marketing Administrator ✴️ Salesforce Associate ✴️ Salesforce Certified Omni Studio ✴️ Salesforce Certified CPQ ✴️ Salesforce Certified Insurance Quoting ✴️ Salesforce Certified Health Quoting I have completed 200+ Salesforce Badges, including 10 Super-badges on Trailblazer. Certified Community Cloud, LWC, Platform developer -1,Platform developer -2, Administration and Sales Cloud developer.

Having ample experience and sound knowledge of Apex, LWC, Lightning, Flow, Trigger, Process Builder, Community, Pardot, Integration, Data Cloud, AI Specialist, and many more. My Current Salesforce Certifications, which are not listed in the Profile Certification Section - 1-Salesforce Certified Application Architect 2-Salesforce Certified Platform Developer I & II 3-Salesforce Certified Platform App Builder 4-Salesforce Certified Pardot Specialist 6-Salesforce Certified Advanced Administrator 5-Salesforce Certified Experience Cloud Consultant 7-Salesforce Certified Sales Cloud Consultant 8-Salesforce Certified Service Cloud Consultant 9-Salesforce Certified Data Cloud Consultant 10-Salesforce Certified AI Specialist Technical Expertise: • Data Modelling • TDD Design • Flow Diagram • Apex, Visual Force • Apex Trigger • Classes • Lightning Components • Integration REST & SOAP Services • Heroku Connect Integration • Salesforce Pardot Integration • IoT, Platform Events • AppExchange Product Dev Focused • Quality work commitments, availability & support. Project Management Tool Exp. • JIRA, BaseCamp, Trello, Kanbanflow

Expert-vetted Certified Marketing Cloud and Data Cloud Consultant, with 200+ projects over 7+ years. I have experience with all versions of Marketing Cloud including Account Engagement (Pardot), Engagement and Next (Growth and Advanced). My projects have spanned a variety of countries, industries and company sizes, from Fortune 50 Enterprise, to 10 person startup. I am an Upwork expert-vetted consultant in Marketing Automation, which means I was hand-selected by Upwork as the top 1% of talent in my category on the platform. I would love to help you with your Marketing Cloud projects, whether implementing Marketing Cloud, providing consulting or ad-hoc support and training, acting as an extension of your Marketing team and running your campaigns for you. My typical Marketing Cloud projects look a little something like this: 1. Implementation Get your tool up and running and set up for success 2. Email Journey Development Develop email journeys that are measurable and drive results 3. Email, Form and Landing page design (CSS, HTML etc.) I’ll build your assets to be on-brand and responsive 4. Strategic consulting Lean on my expertise and experience with building measurable and effective programs across lifecycle stages that drive ROI 5. Revenue Operations Lead scoring, grading and routing; Campaign hierarchy and marketing attribution; reports, dashboards and integrations, etc. Please reach out for a free consultation or to see if there is a fit.

Delivered over $400,000 worth of projects | Salesforce Integration Expert | Salesforce Developer My team has certified professionals who possess the following Salesforce certifications working on apex, salesforce lightning components (LWC and Aura), lightning process automation, data cleansing, data migration and third party API integrations. - Salesforce Certified Administrator - Salesforce Certified Platform Developer I - Salesforce Certified Platform App Builder - Salesforce Certified JavaScript Developer I - Salesforce Certified Service Cloud Consultant - Salesforce Certified Data Architect - Salesforce Certified OmniStudio Consultant - Salesforce Certified OmniStudio Developer and adding more by each passing day. For over 20 years, I am managing a 15-member team of certified and experienced salesforce CRM architects, consultants, developers and quality assurance engineers.to work on salesforce app development, sales cloud, service cloud, non-profit cloud, omni studio (Vlocity), force.com platform and mulesoft. We also have 10+ members working on Asp.net and WordPress and expert PHP developers with extensive knowledge of WordPress Stack (PHP, HTML, CSS, jQuery, Ajax). Our teams are constantly involved in customizing existing wordpress plugins according to different business needs and developing new plugins for 3rd party integration, including Salesforce, Paypal, Calender Pro, Gravity forms, and other Woocommerce plugins. Get in touch to discuss further details about your project .

As a certified Salesforce consultant with over 7 years of experience, I have helped numerous companies streamline their operations and increase productivity through successful Salesforce implementations. I have a strong understanding of the Salesforce platform and can provide a wide range of services, including custom development, data migration, integration with third-party tools, and training. My goal is to help companies get the most out of their Salesforce investment and achieve their business objectives. I am a reliable and detail-oriented professional with excellent communication skills. I take pride in delivering high-quality work and strive to build long-term relationships with my clients. If you are looking for a Salesforce expert who can help you make the most of your Salesforce investment, I would love to discuss your project with you.

Is your Salesforce org doing the work, or adding more work? Most Salesforce implementations become the thing they were meant to replace. 🏆 𝟭𝟬𝟬% Job Success Score across every completed Salesforce engagement 📊 +$𝟱𝟬𝟬𝗞 new business in month one on a B2B lending Salesforce rebuild, application cycle cut to 𝟭 day 💼 CEO at Trinity Relationship Management, a dedicated Salesforce agency serving US-based clients ✅ 𝗜𝗧𝗜𝗟 𝗩𝟰 𝗗𝗶𝗿𝗲𝗰𝘁, 𝗣𝗹𝗮𝗻, 𝗜𝗺𝗽𝗿𝗼𝘃𝗲 certified, 𝟭𝟬+ years in enterprise IT and CRM platforms ⚡ Specialized across Sales Cloud, Service Cloud, Marketing Cloud (Pardot and MCAE), Experience Cloud, and Data Cloud 🎯 Full team coverage: Salesforce Administrator, Salesforce Developer, Salesforce Consultant, and Marketing Cloud implementation ⭐⭐⭐⭐⭐ "Matthew has been amazing and I will hire again in the future. He'd been great for my company!" (Salesforce CRM Administrator engagement, 𝟰𝟴𝟮 hours delivered, 𝟱.𝟬 rating across 𝟮 client reviews) As the CEO of Trinity Relationship Management, I run a dedicated Salesforce agency partnering with US-based companies to design, implement, administer, and develop Salesforce solutions that actually get used. My team builds Salesforce around how you sell and operate, not the other way around: custom Lightning UI, custom objects, Apex, native Salesforce apps, and cross-cloud architectures for B2B lenders, insurance agencies, medical distributors, real estate investors, nonprofits, and enterprise SaaS teams. We live inside Salesforce every day, not as generalists. 🔶 B2B Lending Application Platform (Financial Services): +$𝟱𝟬𝟬𝗞 new business in month one | application cycle cut from multi-day to 𝟭 day | Salesforce + lender API + MCAE 🔶 Salesforce Operations Center (Enterprise SaaS): retired fragmented third-party stack | native Sales Cloud, Service Cloud, Experience Cloud, and e-signature on one platform 🔶 Real Estate Investment Operations: custom Project object for property pipeline | underwriting-aligned opportunity stages | custom Sales homepage with KPI dashboards 🔶 Insurance Agency Transformation: bulk application submission | dynamic quote generation via custom object | unified Marketing Cloud + Sales Cloud + Sales Engagement 🔶 EasySign: Trinity's native Salesforce document generation and e-signature product, multi-signer routing, PDF generation, audit trail, no envelope limits 𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢 ✅ Salesforce Administration: user management, org cleanup, permission sets, data quality, reports and dashboards ✅ Salesforce Implementation: Sales Cloud and Service Cloud rollouts scoped against your actual sales and support workflows ✅ Salesforce Development: Apex, Lightning Web Components (LWC), triggers, batch jobs, REST and SOAP integrations with external systems ✅ Salesforce Native App Development: we built EasySign, our native document generation and e-signature app with multi-signer routing, merge fields, PDF generation, and audit trail, zero external dependencies ✅ Custom Salesforce Object Architecture: custom objects, bespoke Lightning UI, opportunity stage design aligned to your business model (lending, real estate, insurance, SaaS, nonprofit) ✅ Marketing Cloud and Account Engagement (Pardot/MCAE): journey builds, email deliverability, lead scoring, SMS campaigns, Marketing Cloud to Sales Cloud handoffs ✅ Data Cloud: unified data modeling, identity resolution, activations across Sales Cloud and Marketing Cloud ✅ Salesforce CPQ and Revenue Cloud: quote-to-cash builds, price rules, approval flows, product catalog architecture ✅ ITSM on Salesforce: Service Desk case management, SLA automation, ITIL-aligned support workflows ✅ Salesforce Talent: fractional Salesforce Administrator and Salesforce Developer staffing for agencies and in-house teams that need senior help fast 𝗪𝗛𝗢 𝗜 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛 🎯 US-based companies running Salesforce that want a senior Salesforce partner, not a low-bid admin 🎯 B2B Lending, Insurance, Medical Technology, Real Estate Investment, Education, Nonprofit, and Enterprise SaaS teams needing Salesforce built around their specific business model 🎯 Founders, RevOps leads, and CRM owners who need Salesforce work done right the first time 🎯 Teams looking for dedicated Salesforce capacity: implementation, ongoing admin, custom development, native app builds, or Marketing Cloud buildouts 🎯 Engagements with real scope, not quick Salesforce fixes or 30-minute tasks 𝗠𝗬 𝗣𝗥𝗢𝗖𝗘𝗦𝗦 1️⃣ Discovery: free 30-minute call, we scope the Salesforce work, the constraints, and what success looks like 2️⃣ Proposal: fixed-scope or retainer options with clear Salesforce deliverables and timeline 3️⃣ Build: my team delivers Salesforce Administrator, Salesforce Developer, implementation, custom objects, native app work, or Marketing Cloud with 24/7 ITSM-backed support Send me a message or invite me to your Salesforce project. Happy to jump on a quick call this week to scope the work.

I’m a Salesforce Revenue Cloud Architect with strong hands-on experience in CPQ, Billing, and Revenue Cloud Advanced (ARM). I’ve spent several years designing and delivering quote-to-cash solutions for complex sales models, with a focus on product and pricing setup, contract lifecycles, and approvals. In Salesforce CPQ and Billing, I’ve led multiple large implementations covering subscriptions, MDQ, consumption-based pricing, amendments, renewals, and Cancel & Replace. Through catalog rationalization, pricing-rule redesign, and approval simplification, I’ve helped reduce pricing and approval-related issues by 30–40%, shortened quote turnaround time by 20–25%, and reduced amendment-related rework by 25%+. More recently, I’ve been leading end-to-end architecture for Revenue Cloud Advanced (ARM) transformations. This includes running discovery, defining future-state product and pricing models, and guiding delivery teams through implementation. These efforts have helped teams reduce rework by 20–30%, improve amendment and renewal stability, and establish scalable foundations for subscription and usage-based revenue models. I’m comfortable owning architectural decisions, partnering closely with project managers and business stakeholders, and acting as a trusted advisor from early discovery through post-go-live stabilization—ensuring solutions are scalable, maintainable, and aligned with long-term business goals.

Ex-Salesforce | Ex-Nokia | AI-Native CRM Expert | AI & Agentic Automation Specialist | Salesforce, Agentforce, HubSpot, Odoo, Microsoft Dynamics Architect | Snowflake Administrator & 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 ✔ 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 HubSpot CRM & Revenue Operations ✔ 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 ✔ 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 ✔ 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 ✔ 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 Snowflake & Modern Data Platforms ✔ 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 Industries Served ✔ Healthcare & MedTech ✔ Insurance & Financial Services ✔ SaaS & Technology ✔ Manufacturing ✔ Nonprofits ✔ Professional Services ✔ Energy & Utilities ✔ Real Estate ✔ Transportation & Logistics 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 ✔ 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 scales your business.

Hi, I’m a Salesforce Specialist with over 8+ years of in-depth experience working across 200+ orgs . I hold 10x Salesforce certifications and have a strong track record of delivering impactful solutions that are not just technically sound, but also aligned with business goals. Over the years, I’ve successfully completed 25+ full-scale Salesforce implementations, contributed to the development of AppExchange products, and managed several enterprise-level data migrations. My expertise spans across the Salesforce ecosystem—from development and integrations to automation, analytics, and cloud solutions. Whether you’re transitioning from Classic to Lightning, need help with API-based integrations or preparing for a rigorous AppExchange security review, I bring hands-on experience that ensures you’re in safe hands . 💼 What I Bring to the Table: ✅ Deep technical knowledge in Apex, LWC, Visualforce, Triggers and asynchronous processing ✅ Extensive work with Flows, Validation Rules, Process Builder and custom automation ✅ Expert-level understanding of Sales Cloud, Service Cloud, Marketing Cloud, CPQ and vertical clouds like Health Cloud, Education Cloud and Manufacturing Cloud ✅ Skilled in tools like Mulesoft, Copado and Gearset for advanced DevOps and integration workflows ✅ Strong focus on performance optimization, scalable architecture and data security best practices 🌍 Industries I’ve Worked In: My solutions are shaped by experience in diverse sectors, including: 🏥 Healthcare & Medical 🏦 Banking & Finance 🛍️ Retail & E-commerce 🏡 Real Estate 🎓 Education & EdTech 🛡️ Insurance 🤝 Let’s Build Something Amazing Together I don’t just solve problems—I create reliable, cost-effective solutions that empower your team and grow with your business . Let’s connect and explore how I can bring value to your Salesforce journey 🌟