Development & IT Consultation with Mark K.
Development & IT Consultation with Mark K.
As a Senior AI & CRM Integration Consultant, I provide both strategic and technical support to:
• Design and deploy AI workflows that connect with Salesforce, HubSpot, and other CRM systems
• Automate complex business processes with AI agents that drive real-time decision-making
• Implement voice and chat agents for lead qualification, scheduling, and support
• Eliminate manual work through intelligent automation using tools like n8n, Make.com, or Zapier (when needed)
• Architect seamless integrations with ERPs, marketing platforms, and internal business systems
Whether you're evaluating the right AI tools or looking to implement scalable automation with decision-making capabilities, I’ll help you move forward with clarity, speed, and confidence.
Get personalized advice on:
AI & Machine Learning
AI Content Writing
AI Integration
AI Speech & Audio Generation
AI-Generated Art
ai agent development
salesforce
crm automation
automation
hubspot
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About Mark
AI Solutions Expert | Salesforce & HubSpot Solution Architect
95%
Job Success
Wilmington, United States - 11:09 pm local time
I help businesses turn manual, repetitive work into intelligent automation by building AI solutions that plug directly into Salesforce, HubSpot, and any other CRM/ERP and platforms they already run on.
Most of my clients come to me because their teams are buried in work that shouldn't require a human: copying data between systems, qualifying leads, routing tickets, chasing updates, generating reports, or needing AI voice agents and chatbots integrated with their systems. I design AI-powered workflows that handle those tasks accurately, 24/7 - saving time, reducing cost, and letting people focus on work that actually moves the business forward.
Here's what I've learned: AI isn't useful as a bolt-on. It delivers ROI when it's embedded in your business processes, talking to your customer data, and automating the work your team does every day.
▶ 𝐖𝐡𝐚𝐭 𝐈 𝐃𝐨:
• AI Automation & Workflow Orchestration: Custom automation with LLMs, vector search, and third-party APIs.
• Conversational & Sales AI Development: Voice and chat agents for lead gen, customer service, onboarding, and internal task management.
• Salesforce & HubSpot Solution Architecture: Complete RevOps architecture, AI-integrated workflows, and automation across marketing, sales, and service.
• CRM / ERP Integration: Cross-platform automation optimized for AI workflows.
I work across the full stack: automation platforms like n8n, Make, and Zapier; leading LLMs including GPT-4, Claude, Gemini, and Copilot with LangChain, vector search, and Python APIs; CRMs including Salesforce (Sales, Service, Pardot, CPQ, Health Cloud) and HubSpot (Sales, Marketing, Service Hubs, CMS); and ERPs including NetSuite, Zoho, MS Dynamics, SAP, SAGE, and Pipedrive.
▶ 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐇𝐢𝐫𝐞 𝐌𝐞:
• Expert-Vetted, Top 1% on Upwork: 15,000+ hours, 400+ projects, 100% job satisfaction.
20+ years in CRM/ERP solution architecture - ensuring AI integrates cleanly with your systems of record.
• Real AI engineering: Beyond chatbots: custom logic, data enrichment, voice agents, and decision systems.
• Enterprise and startup experience: Delivered successful projects for global brands and fast-moving teams.
• Business process expertise: Deep understanding of sales, marketing, service, and operational workflows across industries, so AI automation aligns with how your business actually runs.
▶ 𝐒𝐞𝐥𝐞𝐜𝐭𝐞𝐝 𝐂𝐥𝐢𝐞𝐧𝐭𝐬:
• Enterprise: ABB, Siemens, Live Nation, Accenture, Okta
• Healthcare: Cleveland Clinic, Providence, United Refuah
• Finance: Acrisure, DataRobot, People.ai, Credit Capital
• Education: University of Colorado, Washington State, NOLA Schools
• Real Estate: Colliers, The Smith Group, Roper Properties
▶ 𝐋𝐞𝐭'𝐬 𝐁𝐮𝐢𝐥𝐝 𝐒𝐦𝐚𝐫𝐭𝐞𝐫 𝐒𝐲𝐬𝐭𝐞𝐦𝐬:
I offer a complimentary 15-minute discovery call. If you're ready to bring real AI automation into your operations - integrated with the systems you already use; let's talk about how we can streamline your workflows, reduce costs, and unlock new levels of performance.
What to expect
Schedule the consultation
Choose from the freelancer’s available days and times.
Get advice for your custom needs
Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.
Join the Zoom meeting
1-on-1 meeting with the freelancer to discuss your needs and project.
Approve the work
The freelancer will finish up the documents you asked for and send them to you for approval:
Before the consultation
Here’s what Mark will need to know before you meet
- Tell me about your business and what you’d like to build and automate (e.g., AI agents for lead gen, sales follow-ups, support, CRM tasks in Salesforce/HubSpot, AI chat or voice calls, n8n, Make.com, Zapier workflows, or custom integrations).
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This project doesn't have any reviews.
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The biggest issue is communication.
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Mark was fantastic to work with!
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