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$22.22/hr
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$200K+ earned
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🏆🏆🏆 𝗧𝗢𝗣 𝗥𝗔𝗧𝗘𝗗 𝗣𝗟𝗨𝗦 by Upwork (𝗧𝗼𝗽 𝟯%) 🏆🏆🏆
✅ 30 Five Star Client Reviews and Counting
✅ 13,000+ hours and still counting
✅ 100% Job Success Score (Client Satisfaction Ratio)
✅ 100% Client Recommendations
✅ 15+ Years Of Experience
Hello! I'm Leif Brian Margallo, and I bring over a decade of diverse professional experience to the table. I started my career as a Customer Service Representative at ePLDT Ventus in April 2007, where I honed my customer-centric skills and developed a strong foundation in communication.
My journey then led me to Callbox Inc., where I served as a Sales Associate for 1 year and 3 months. During my time in Iloilo City, Philippines, I embraced the world of sales, learning the art of persuasion and relationship-building.
In 2011, I embarked on a new adventure as the CEO/Founder of Virtual Workforce Professionals (VWP). For over 12 years, I've been wearing multiple hats as an Agency Owner, Business Development Manager, and Project Manager. This entrepreneurial journey has been incredibly fulfilling, allowing me to thrive in a dynamic business environment.
My experience further expanded when I joined nClouds Inc. as a Customer Success Manager back in March of 2020. As I gained experience I was promoted as an AWS Program Administrator in January 2023. I've been actively contributing to the company's growth and success in the cloud computing industry.
Education-wise, I hold a Bachelor of Science in Information Technology from Iloilo Science and Technology University, where I laid the foundation for my technical expertise.
My commitment to staying at the forefront of industry trends is evident in my certifications. I'm an AWS Partner: Migration Ambassador and also hold an AWS Certified Cloud Practitioner through Amazon Web Services.
I've also invested in my personal development, completing courses such as "Developing the Leaders Around You" through The John Maxwell Team and "LinkedIn Marketing, Lead Generation & B2B Sales" on Udemy.
With a rich blend of customer service, sales, entrepreneurship, and AWS experience, I am well-equipped to tackle a wide range of projects. Let's collaborate and make your vision a reality!
Leif Brian M.
has worked
.
Associated with
Virtual Workforce Professionals
$4M+
earned
$12.5/hr
100%
Job Success
$10K+ earned
Available now
Start of list.
End of list.
Thanks for joining my profile, I feel honored
I would like to share a little intro: Success in business isn’t just about titles, it’s about knowledge, about execution, adaptability, and the ability to turn challenges into opportunities. Behind every milestone, there’s a strategic thinker and a hands-on leader ensuring every idea becomes a result. I’ve had the privilege of working alongside an elite network of professionals across multiple industries, delivering excellence, growth, and transformation.
Well, with over 20 years of experience in Management Positions, Law Firms, Business Process Outsourcing (BPO), Telemarketing, Digital Marketing, Sales & Operations Management, SEO & Digital Ads, and Client Services, I’ve helped companies scale by leading high-performing teams, launching strategic initiatives, and developing client-centric processes that drive measurable results.
From startup environments to enterprise-level operations, I specialize in:
🧑💻Business Development & Revenue Growth
🧑🏫Operational Strategy & Team Leadership
📈B2B & B2C Sales Optimization
🗃️Client Retention & Engagement
🔗Digital Marketing & Automation
🖥️Virtual Assistance & Remote Team Supervision
I’ve had the opportunity to lead initiatives in a diverse range of industries, including:
🏡🏢Real Estate & Mortgage
⚖️Legal & Case Management
🏨Healthcare & Insurance
🏘️Solar & Roofing
🌐Telecom & Security
🗺️🛣️Logistics & Transportation
These roles have sharpened my ability to resolve quickly, develop scalable systems, and consistently exceed KPIs through strategy, accountability, and performance-driven management.
Leadership, Strategy & Execution
My journey—from front-line sales to executive-level oversight—has taught me that success is built on:
A balance between technical expertise and human understanding
The ability to analyze, plan, and act quickly
An unwavering commitment to discipline, consistency, and follow-through
My academic background in Mechanical Engineering, Philosophy, Mathematics, Marketing, and Operations gives me a unique perspective to tackle complex business challenges with structured creativity and strategic foresight.
Track Record of Results
I’ve led, supported, or helped scale operations in roles such as:
Operations Manager (Commercial & Digital Marketing Campaigns)
Case Manager (Attorney’s Office)
Lead Generator/Broker (Roofing & Solar firms – NV, NJ, NY, OH, TX)
Logistics Coordinator (Freight Company)
QA & Floor Supervisor (Solar, Sprint, Student Loans, Insurance)
Chats Manager (Real Estate & Realtor Campaigns)
Each experience reinforced my mission: to create value, enhance team performance, and drive business success.
So, If you’re looking for a reliable, forward-thinking partner who thrives on structure, growth, and delivering impact, let’s connect.
My recent work with American businesses and international clients has only strengthened my skills. I invite you to check my Upwork profile for recent projects and verified reviews. Many of my clients will attest that I not only delivered excellent work but exceeded expectations—thanks to a professional ethos defined by discipline, consistency, and real-world expertise.
Let’s build something great—together.
Daniel M.
has worked
.
$50/hr
100%
Job Success
$300K+ earned
Available now
Start of list.
End of list.
𝟐𝟎 𝐘𝐞𝐚𝐫𝐬 𝐨𝐟 𝐓𝐞𝐥𝐞𝐦𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐒𝐚𝐥𝐞𝐬 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐁𝐏𝐎 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲
- Cold Calling (B2B&B2C)
- Appointment Setting
- Lead Generation
- Sales Closing
-Email Follow-ups & Outreach
-DM to Linkedin
-Client Relationship Management
-Driving Sales Growth
-Sales Operations
-Sales Management
The focus has always been on identifying qualified decision-makers, initiating meaningful conversations, and booking high-value appointments with prospects who are genuinely interested in the client’s services.
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𝐄𝐱𝐜𝐞𝐥 𝐏𝐞𝐞𝐫𝐬 – 𝐘𝐨𝐮𝐫 𝐕𝐨𝐢𝐜𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐌𝐚𝐫𝐤𝐞𝐭!
Over the past 11 years, our Sales Development Representatives has successfully delivered B2B Cold Calling, Appointment Setting, and Lead Generation campaigns for companies in SaaS B2B Software, IT Services and Managed Service Providers (MSPs), AI Solutions, Digital Marketing, and Real Estate.
We will create a 'campaign brief' document based on your brief and script points for you to fill out. If you provide an Excel list of your target prospects, we’ll handle everything else. We include a comments column in the spreadsheet to record the outcome of each call, along with detailed notes. We also ensure data accuracy by confirming the correct contact details. Our color-coded system makes it easy to identify status levels: interested, not interested, and potentially interested. We guarantee to call 20-25 records per hour.
After the session, you'll receive a summary report with results, feedback, and an overview of how it went.
We can also send emails and DM on Linkedin to prospective clients as needed and are available to answer any questions while we work for you.
We will create a Group Chat on your preferred platform. We will use it as our main channel of communication for our daily operations. Will send you our EOD Report (End of Day Report) which includes total number of calls, total number of appointments set, total number email sent etc.
𝐏𝐑𝐎𝐅𝐈𝐂𝐈𝐄𝐍𝐓 𝐈𝐍 𝐒𝐎𝐅𝐓𝐖𝐀𝐑𝐄 𝐓𝐎𝐎𝐋𝐒:
𝐂𝐑𝐌 - Salesforce, Hubspot, Zoho, Podio, MondaySales, Pipedrive, Freshsales, Oracale NetSuite, Keap, Quickbase, Insightly, SugarCRM, Sage.
𝐃𝐢𝐚𝐥𝐞𝐫 - Five9, Kixie Power Call, RingCentral, Nice CXone, Talkdesk, Genesys CLoud CX, Orum, PhoneBurner, CloudTalk, Aloware, ZoomInfo, JustCall, Convoso, Koncert, Diapad AI Sales, Ozonetel CloudAgent.
𝗔𝗽𝗽𝗼𝗶𝗻𝘁𝗺𝗲𝗻𝘁 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗶𝗻𝗴 𝗔𝗽𝗽𝘀 - Calendly, Calender, Google Calendar
𝐋𝐞𝐚𝐝 𝐆𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 - Apollo, Sales Navigator, Zoom Info, Rocket Reach, Hunter
𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗢𝗳𝗳𝗶𝗰𝗲 - Excel, Word, Powerpoint, Forms, Outlook
𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐈𝐄𝐒 𝐖𝐄 𝐒𝐄𝐑𝐕𝐄:
SAAS B2B Software, Manage Service Provider (MSP), IT Services (Cybersecurity), AI Solution,
Home Renovation, Real Estate, Solar Energy, Health Care and Medical, Logistics Trucking & Freight Forwarding, Car Dealership and Automotive, Banking and Financial Services, Digital Marketing and Advertising, Food and Beverage Services, Cleaning Services, HVAC Services and Roofing Services.
𝐂𝐎𝐕𝐄𝐑𝐀𝐆𝐄 𝐇𝐀𝐍𝐃𝐋𝐄𝐃: We are Global, with a focus on the USA, UK, Canada, Germany, Netherlands, Australia, and Singapore.
𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐟𝐨𝐫𝐰𝐚𝐫𝐝 𝐭𝐨 𝐡𝐞𝐚𝐫𝐢𝐧𝐠 𝐟𝐫𝐨𝐦 𝐲𝐨𝐮!
Kevin U.
has worked
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Associated with
𝐄𝐱𝐜𝐞𝐥 𝐏𝐞𝐞𝐫𝐬
$400K+
earned
$30/hr
100%
Job Success
$80K+ earned
Available now
Start of list.
End of list.
The primary risk when scaling an outsourced operation is not capacity. It is the management of an unguided team.
I am Haroon, President of NCR, a Canada-headquartered global operations firm with an infrastructure of 1,800+ professionals.I have delivered operations for global clients across various industries. Prior to engineering NCR's global footprint, I served as Chief Operating Officer (COO) for Standard Chartered Bank across the Middle East and Africa, orchestrating massive operational scale across highly demanding, hyper-regulated financial environments.
𝗪𝗵𝘆 𝗖𝗵𝗼𝗼𝘀𝗲 𝗛𝗮𝗿𝗼𝗼𝗻?
- Market Expansion & Revenue Growth: Deployed strategic frameworks across 7 countries, including uncovering new customer segments for UBL Dubai added $25M+ in annual revenue.
- Global Operations Centralization: Eliminated service level breakdowns and customer complaints by centralising operations resulting in savings amounting to $4-$5 million .
- Flexible Team Delivery: Turnkey operational setups that adapt easily to your business needs, from single dedicated specialists to fully managed, multi-channel international teams.
𝗢𝗨𝗥 𝗠𝗔𝗡𝗔𝗚𝗘𝗗 𝗢𝗣𝗘𝗥𝗔𝗧𝗜𝗢𝗡𝗦 𝗣𝗜𝗟𝗟𝗔𝗥𝗦:
1. Inside Sales Support & GTM Engineering
From multi-channel strategy and advanced data engineering (utilizing Clay, Apollo, and Sales Navigator) to dedicated dialer deployment, B2B lead generation, and live appointment setting, I understand your requirements and needs, whether it is helping businesses enter new markets with confidence or supporting existing businesses looking to scale.
2. Omnichannel Customer Experience (CX) & Managed QA Infrastructure:
I engineer the entire customer lifecycle and guarantee quality, designing corporate SOPs, configure ticketing systems (Zendesk, Salesforce), and managing 24/7 omni-channel support via voice, chat, and email. To protect your brand, NCR’s built-in QA layer continuously audits interactions and runs performance scorecards to maximize your CSAT.
3. Talent Acquisition
I manage complete international candidate pipelines for complex, fast-moving organizational structures. From crafting clear technical profiles and sourcing elite international talent to multi-stage psychometric evaluations, NCR accelerates your capacity to scale headcount without sacrificing quality.
4. Financial Consulting
WIth over two decades of experience as a financial consultant.I was able to manage assets and develop a wealth management division for a private bank with full product offering. I am comfortable dealing with complex corporate financial modeling, business financial planning, P&L analysis for better financial insights.
𝗧𝗛𝗘 𝗡𝗖𝗥𝗜 𝗖𝗢𝗥𝗣𝗢𝗥𝗔𝗧𝗘 𝗠𝗘𝗧𝗥𝗜𝗖 𝗦𝗧𝗔𝗡𝗗𝗔𝗥𝗗:
- ISO Certified Quality & GDPR Compliant Security Data Infrastructure
- Dual-Language Operating Capability (Native English & French Call Center Functions)
- Complete Management Redundancy (Team Leads, dedicated QA, and Account Managers built into every engagement)
We work best with growth-stage and mid-market companies that need reliable, ongoing outsourced operations, not one-off tasks. Minimum engagements start at $1,000, with most clients on monthly retainers.
If you're ready to stop patching problems and start running a proper operation, send me a message and let's schedule a call.
Associated with
NCR Solutions
$5K+
earned
$100/hr
100%
Job Success
$200K+ earned
Available now
Start of list.
End of list.
🎯 12+ Years Remote Contracting on Elance/Upwork (Top 1% of +18M and ALL 5 Stars!)
🎯 25+ Years in Customer Facing Roles (10+ Years B2B & 10+ Years B2C)
🎯 Core Team Member of Bootstrapping Startups
🎯 Credited with 3x Biggest Deal Size ($150k in ARR), 3x Headcount, 2-3x ARR (multiple times)
🎯 50k+ Organic Views on YouTube as Creator/Host/Presenter/SME
🎯 Sales, Software and Data Professional
🎯 Contractor and Co-Founder
🎯 Leading Voice on LinkedIn
🎯 Named CXO Outlook's Most Influential Business Leaders in 2023 by CXO Outlook Magazine
My name is Ben.
I'm a top performer and my work has helped many companies get to the next level.
As a contractor I offer my own time and services in data, software, and in a variety of roles such as sales, support, customer success, account management, hiring, training, content creation, and many others. I often handle high-value and high-priority tasks, projects, and initiatives that require high levels of trust, great communication, and highly-skilled individuals. Over 25 years I've been very effective in very diverse industries and business functions.
I have 25 years of customer-facing experience across B2B and B2C sectors, from frontline sales and support to startup leadership, giving me a rare combination of street-level execution and strategic thinking.
I'm the Co-Founder and passive Head of Sales of a bootstrapping data software startup, and I've been a core leader in multiple small startups in the same space. That means I don't just talk strategy, I've lived the constraints, trade-offs, and grind of building something from nothing.
My B2B focus since 2015 has been concentrated in data and software, where I've built a genuine thought leadership presence: 8,000+ LinkedIn followers and 50,000+ organic video views in a notoriously dry, technical space. That's not luck, that's proof I can communicate complex ideas to real audiences, in a compelling manner.
What sets my profile apart is the breadth behind the depth: mortgage industry, furniture retail, food service, government clients worldwide, and independent contracting on Upwork and Elance. Combined with years of learning client businesses through discovery calls, problem solving, and long-term relationships, I have an unusually strong grasp of how different businesses actually operate.
My core competency sits at the intersection of people, technology, and communication, spanning simple sales, technical and complex sales, partnerships, business development, onboarding, account management, and customer support. That full-funnel fluency, applied to small business operations, is the core value I bring to every client engagement.
I'm born and raised in Wisconsin but I'm bilingual (English-Spanish) and bicultural (American-Colombian) and I consider my home to be Quindio, Colombia.
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**Core Expertise**
- Sales: Simple, technical, complex, and partnership-driven
- Business Development & Account Management
- Customer Onboarding & Support
- Data, Software & Small Business Strategy
- Live Broadcasts & Pre-Recorded Content Presentation
- B2B and B2C across multiple industries
What else would you like to know? Let's schedule a time to meet and discuss! Send me a message for a 20 minute chat to learn more about your situation, or schedule a 45 minute consultation to go more in-depth.
Benjamin C.
has worked
.
$65/hr
$20K+ earned
Available now
Start of list.
End of list.
A decade across industries. One skill: turning chaos into a plan people actually execute.
10+ years across Healthcare, Hospitality, Entertainment, insurance, energy, manufacturing, logistics, BFSI, SAP, recruitment, and AI, and I still do not fit neatly into one box. That is the point. The industries change, but the real skill remains: walking into an unstructured problem and leaving with a structured, fundable answer.
My approach starts with discovery, not assumptions. I sit on the floor with the people doing the work, in the boardroom with the people funding it, and I refuse to write a strategy until I have heard both. From there, I build the document that gets a CEO to sign, not a deck that gets filed away. Then I stay for delivery, because a strategy nobody executes is just an expensive PDF.
Across a decade, I have led discovery sessions that turned into board-approved AI roadmaps, built recruiting functions that scaled companies past 100 people, negotiated million-rupee enterprise contracts, and managed delivery with zero failures.
I have also built things myself, vibe coding tools, and prototypes, when that was faster than waiting for a team to be assembled.
I am not the specialist you call for one narrow thing. I am the person you call when you are not even sure what the problem is yet, and you need someone senior enough to define it, plan it, and stay until it is built.
Rahul kumar S.
has worked
.
$8/hr
68%
Job Success
$10K+ earned
Start of list.
End of list.
I help agencies, SaaS companies, and service-based businesses scale revenue, improve client retention, and optimize outbound operations through structured Client Success management, Project Management, and SDR-led lead generation systems.
🧩 Multi-Campaign Leadership
Managed outbound & SDR operations across multiple campaigns and distributed virtual teams
📞 High-Volume Operations
Supported high-volume lead generation environments handling hundreds of calls per day
📈 Performance Improvement
Improved lead quality, conversion rates, and overall campaign stability
🤝 Client Trust & Retention
Trusted long-term partner for agencies and service-based businesses
With over 15 years of experience in BPO, sales operations, and client-facing leadership, I bridge the gap between strategy, execution, and measurable outcomes, owning performance, processes, and client success from end to end.
🎯 What I Do Best
🤝 Client Success Management
I manage client onboarding, expectations, KPIs, and ongoing performance while acting as the primary liaison between clients, SDRs, and operations teams, ensuring campaign health, SLA adherence, and long-term retention.
📋 Project & Operations Management
I oversee multi-campaign outbound operations across Real Estate, Solar, Roofing, and B2B, coordinating SDRs, QA, and support teams while maintaining SOPs, workflows, timelines, budgets, and performance benchmarks.
📈 SDR & Lead Generation Operations
I design and manage outbound lead generation systems, overseeing lead sourcing, qualification, follow-ups, pipeline flow, script optimization, CRM hygiene, and conversion metrics.
🏭 Industries & Campaigns Led
🏠 Real Estate (buyers, sellers, investors, acquisitions)
☀️ Solar & Home Services
🏗️ Roofing & Local Services
💻 B2B & SaaS Lead Generation
💰 Merchant Cash Advance (MCA) & Live Transfers
I’ve led high-volume outbound campaigns handling hundreds of daily calls while maintaining lead quality, compliance, and client satisfaction.
📊 Scale & Leadership Experience
🕒 15+ years in BPO, sales operations, and outbound strategy
🧠 9+ years in Client Success & Project Management roles
🌍 Managed multiple virtual call centers and distributed teams
📌 KPI-driven leadership (contact rate, show rate, conversion, ROI)
My hands-on SDR and cold-calling background allows me to build realistic systems, coach teams effectively, and ensure campaigns convert, not just run.
🧰 Tools & Systems
Close • GoHighLevel • Follow Up Boss • Podio • ReadyMode • ViciDial • Mojo • CallTools • Xencall • Dialpad • Hubstaff • Sunpro • and more
⭐ What Sets Me Apart
🏆 Client-First Ownership – I treat your business and clients as my own
📐 Process-Driven Execution – Clear systems, reporting, and accountability
📊 Results You Can Measure – Improved lead quality, conversions, and retention
🤝 Long-Term Partnership Mindset – Not task-based, outcome-focused
📞 Let’s Work Together
If you’re looking for someone who can manage clients, lead operations, support SDR teams, and protect revenue, let’s connect. I’ll help you build a scalable system that delivers consistent, measurable results.
Mohim C.
has worked
.
$75/hr
92%
Job Success
$30K+ earned
Offers consultations
Start of list.
End of list.
As a passionate people person, I help teams turn loose interest into long-term customers.
With over a decade of experience across sales, marketing, and operations, I specialize in building and executing clear, repeatable systems that improve conversion, from first touch to signed agreement.
I’ve worked across startups, service providers, and mid-sized teams, supporting 1:1 clients and growing organizations in industries including fashion, furniture, legal services and hospitality.
My focus is on building sales processes that actually convert and scale.
I specialize in:
Sales & Operations, including pipeline management, CRM / knowledge base creation, outreach strategy, closing and conversion optimization
Marketing & Messaging, including collaborating with marketing teams on messaging, paid campaigns, and content that supports pipeline growth (think B2B and B2C email sequences, social outreach, follow-ups, etc)
If you're looking for someone who is willing to ask the right questions and is committed to quality outcomes to help scale your business, please reach out to discuss how I can be of service.
Kyla M.
has worked
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$80/hr
100%
Job Success
Start of list.
End of list.
- 2023 Platform Migration Excellence HubSpot Impact Awards Winner
- HubSpot DIAMOND Certified Partner, specialising in HubSpot Implementation, HubSpot Onboarding and HubSpot CMS Development
- Co-founded Inbound marketing departments within existing companies.
- Created and developed an exclusive lead generation strategies.
- Implemented HubSpot marketing automation software in 10 countries and became the biggest customer* in the region.
- Managed the work of marketing specialists to deliver full campaigns.
- Supervised the creation of websites, landing pages, email newsletters and various pieces of marketing or multi-media content.
- Spent 15 000 hours in HubSpot last seven years.
I work with well-funded startups (backed by Andreessen Horowitz, Greylock, Khosla, SV Angel), established companies with +250 employees, and also help with starting new projects.
Visit 6minded.com for all my work.
Mateusz J.
has worked
.
$35/hr
97%
Job Success
Available now
Offers consultations
Start of list.
End of list.
🚀 Top-Rated Plus Salesforce Consultant | 30X Certified | HubSpot Gold Partner & Monday Gold Partner & first and only Monday Certified CRM specialists.
Strategic Implementations | No-Code/Low-Code Workflows | Multi-Platform Integrations
Hi, I’m Vivek — CTO at CloudCache Consulting, a certified Salesforce Summit Partner and Gold Monday & HubSpot Partner.
With over 14+ years of CRM experience, 30+ Salesforce certifications, and a proven job success rate on Upwork, I help businesses scale smarter with intelligent CRM implementations, cross-platform integrations, AI innovations and automation-driven solutions.
I’ve successfully delivered 1,000+ CRM and automation projects across sectors, including SaaS, finance, real estate, nonprofits, and retail—designing systems that cut manual effort, unify teams, and elevate customer experiences.
🛠️ My Core Services:
⚙️ Salesforce Implementation & Consulting
(Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, CPQ, Field Service)
📈 HubSpot CRM & Marketing Automation
(Onboarding, pipeline setup, lead scoring, marketing campaigns, sales automation)
📋 Monday CRM & Workflow Solutions
(Sales pipelines, project management boards, task tracking, automation with Make)
🧑💻 Custom Development & AppExchange Packages
(Apex, LWC, Flow Builder, Aura, custom Lightning apps, AppExchange publishing and managed packages)
🔌 Complex Integrations
(Integrations with SAP, NetSuite, Stripe, DocuSign, Zoom, Shopify, QuickBooks, Xero, and REST/SOAP APIs, powered by Make, Zapier, and Workato for scalable no-code/low-code automation)
Data Migration & Cleansing
(Migrate from HubSpot, Excel, ACT! with deduplication and data integrity)
Nonprofit Success Pack (NPSP)
(Grant management, donation tracking, volunteer portals, custom reports)
Tech Stack & Tools:
Languages & Frameworks:
Apex, LWC, Aura, SOQL, JavaScript (React, Angular, Vue)
Automation:
Flow Builder, Process Builder, Journey Builder, Workflow Rules
Forms & Docs:
FormAssembly, Titan, Formstack, Docomotion
Security & Compliance:
Field-Level Security (FLS), Role Hierarchies, Sharing Rules
🔄 Integration & Automation Platforms:
Make(Integromat) – Visual automation for Salesforce, HubSpot, Monday, and third-party SaaS
🔹Zapier – Quick-turn integrations and task automation across 5,000+ apps
🔹Workato – Enterprise-grade iPaaS platform for building complex cross-cloud workflows
🔹Celigo, MuleSoft, and Tray also supported
🎓 Salesforce Certifications (30x+):
🏗️ Application Architect & System Architect
🔌 Integration Architecture Designer
👨💻 Platform Developer I & II
🛠️ Admin & Advanced Admin
💼 Sales, Service, Marketing, Experience Cloud Consultant
💸 CPQ, 🛠️ Field Service, 🎛️ OmniStudio Developer
📊 Tableau CRM, ✉️ Pardot Consultant
❤️ Nonprofit Cloud Consultant.
🧡 HubSpot CRM Partner Expertise:
As a HubSpot-certified Partner, I help businesses implement and scale Sales, Marketing, and Service Hubs.
From custom deal stages and lead scoring to email automation and dashboard reporting, I build systems that drive ROI.
Integrations include Shopify, Zoom, Calendly, Stripe, and more.
🟧 Monday Consulting Excellence:
As a Gold Partner, we’ve helped 100+ companies streamline operations using Monday Work Management, Monday CRM, and Monday Dev.
I build no-code/low-code workflows for:
✅ Project tracking
📊 Sales operations
🚀 Onboarding & service delivery
🤝 Cross-team collaboration
🔁 Automation via native tools and Make
🌟 Why Clients Choose CloudCache Consulting:
🧠 14+ Years CRM Expertise with Cross-Industry Domain Knowledge
💼 100% Upwork Job Success Score | Long-Term Client Relationships
🔁 End-to-End Delivery: Consulting → Development → Deployment
📣 Transparent Communication, ⚡ Agile Execution & 📄 Documentation
🛡️ ISO 9001 & 27001 Certified Processes | 🌍 GDPR Compliant
🌐 Trusted by Startups, SMEs, and Global Enterprises Alike
💰 Cost-Efficient Solutions, ⏱️ On-Time Delivery, Long-Term Relationships
🚀 Let’s build CRM systems that don’t just work—but drive growth.
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Message me today to discuss your Salesforce, HubSpot, or Monday needs.
Vivek S.
has worked
.
Associated with
CloudCache Consulting Private Limited