You will get a Salesforce Org Health Audit with a Prioritized Remediation Roadmap
Top Rated
Project details
Your Salesforce org grew faster than anyone planned for. Fields nobody uses. Flows that conflict with each other. Permission sets granted ad hoc. Reports nobody trusts.
You don't need a rebuild — you need someone who can walk into your live org, separate what's working from what's hurting you, and hand you a prioritized plan to fix it.
I've cleaned up orgs managing 300K+ records and rebuilt integrations handling 19,000+ synced objects. I bring enterprise-grade rigor to growing companies whose Salesforce instance outgrew its original design.
What you get:
• Full field and automation inventory with conflict detection
• Permission and sharing review
• Integration health check across all connected systems
• Prioritized remediation roadmap scored by business impact
• 30-min walkthrough call (Full Audit and above)
I don't just hand you a spreadsheet of problems. You get a clear "fix this first" plan with estimated effort and the business case for each fix.
11x Salesforce Certified | 5x HubSpot Certified | PMP
You don't need a rebuild — you need someone who can walk into your live org, separate what's working from what's hurting you, and hand you a prioritized plan to fix it.
I've cleaned up orgs managing 300K+ records and rebuilt integrations handling 19,000+ synced objects. I bring enterprise-grade rigor to growing companies whose Salesforce instance outgrew its original design.
What you get:
• Full field and automation inventory with conflict detection
• Permission and sharing review
• Integration health check across all connected systems
• Prioritized remediation roadmap scored by business impact
• 30-min walkthrough call (Full Audit and above)
I don't just hand you a spreadsheet of problems. You get a clear "fix this first" plan with estimated effort and the business case for each fix.
11x Salesforce Certified | 5x HubSpot Certified | PMP
What's included
| Service Tiers |
Starter
$500
|
Standard
$1,000
|
Advanced
$1,750
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 10 days |
Number of Revisions | 1 | 2 | 2 |
Schema Diagram | - | ||
Permissions Setup | - | ||
Import/Export Data | - | - | |
Admin Panel Setup | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$250
Schema Diagram
(+ 1 Day)
+$150
Permissions
(+ 1 Day)
+$125
Priority Start — Begin Within 24hrs"
+$250
Additional Remediation Sprint
+$750
Admin Training Session (60 min)
+$200Frequently asked questions
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AK
Andreas K.
Jun 8, 2026
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Cecil C.
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Timothy C.
Mar 11, 2026
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Anis is amazing—he fully understands the job and delivers better than you anticipate. Highly recommended.
SL
Shawn L.
Mar 6, 2026
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Anis served as our CRM Architect across both Salesforce and ServiceMax, and the impact has been significant. He redesigned our Work Order automation, migrated legacy Process Builders, Workflow Rules, and Aura components to modern Flows and Lightning Web Components, and documented our business processes end to end — including as-is and to-be diagrams that helped our entire team understand the platform better. He doesn't just fix things — he improves them. For example, he replaced our DLRS package with native, scalable solutions, eliminating unnecessary dependencies and improving performance across the org. His Apex development and data architecture work brought real structure and scalability to our system. What sets Anis apart is that he thinks like an architect, not just a developer — he evaluates technical debt, identifies opportunities to modernize and simplify, and builds it the right way. We are continuing our engagement on a new contract because his work has been indispensable.
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Tim A.
Jan 30, 2026
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Anis was great to work with. Work completed as promised. The comprehensive documentation for troubleshooting was a real bonus. Looking forward to working with him again.
About Anis
Top Rated Plus Salesforce & Hubspot Expert | Ex-Twitter & Accenture
100%
Job Success
Falls Church, United States - 4:30 pm local time
Your Salesforce is over-customized and nobody trusts the data. Your HubSpot was "set up" but reports don't match reality. Marketing and sales argue about lead credit. Your pipeline is a guess, not a system.
That's exactly what I fix.
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🧠 WHO I AM
Salesforce & HubSpot Architect with 10+ years delivering enterprise CRM for Twitter/X, Palo Alto Networks, CrowdStrike, Accenture Federal Services, Unilever, and Honeywell. Currently CRM Architect at a national nonprofit and HubSpot Super Admin for a B2B client — both active, both ongoing.
15x certified — 10x Salesforce (including CPQ) + 5x HubSpot. US-based. Fortune 500 standards without the overhead.
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😤 DOES THIS SOUND FAMILIAR?
→ "Our Salesforce is a mess — nobody trusts the data"
→ "HubSpot was set up but we're barely using it"
→ "Marketing and sales can't agree on what counts as an MQL"
→ "We integrated both platforms but things keep breaking"
→ "Our reports don't match what's actually in the pipeline"
You don't need more tools. You need your existing stack to fit your business.
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🔵 HUBSPOT SERVICES
▸ Marketing Hub & Sales Hub architecture and configuration
▸ HubSpot-Salesforce integration and bi-directional sync
▸ Breeze Intelligence — Buyer Intent, ICP criteria, intent signals
▸ Lead scoring, MQL/SQL attribution, ABM overlap logic
▸ Contact database hygiene and enforcement workflows
▸ Chatflows, Knowledge Base and Support Bot automation
▸ RevOps — lifecycle stages, pipeline design, forecasting
🟠 SALESFORCE SERVICES
▸ Architecture — data models, security models, integration frameworks
▸ CPQ Implementation and Optimization
▸ Sales, Service, Experience, Field Service, Financial Services Cloud
▸ Apex, Lightning Web Components, Flows, Process Automation
▸ API Integrations — HubSpot, DocuSign, Conga, Zapier, Workato
▸ Revenue Cloud and Quote-to-Cash process design
▸ Data migration, deduplication and governance
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⚡ RESULTS DELIVERED
→ 50% sales productivity increase at Twitter/X — unified pipeline eliminated manual reporting across 3 teams
→ 40% compliance processing reduction at CMS via Flow-driven automation
→ Built HubSpot Knowledge Base + Support Bot for B2B partner portal — 9-article FAQ, escalation routing, full deployment documentation
→ Managing 19,000+ contacts at enterprise nonprofit with enforcement workflows and recurring audit processes
→ Global Salesforce rollouts at Unilever, Honeywell, and Telenor across thousands of users
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🛠 MY APPROACH
1️⃣ Audit and diagnose what's broken before touching configuration
2️⃣ Agree on outcomes first, then build
3️⃣ Clean, documented architecture — no shortcuts that create debt
4️⃣ Train the team so adoption actually sticks
5️⃣ Hand off with documentation so you're never dependent on me long-term
Typical engagements: $3,000 to $15,000. Retainer arrangements available.
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🏆 YOU'LL GET THE MOST VALUE IF
▸ Salesforce or HubSpot is core to your revenue motion
▸ You want clean systems, not hacks
▸ You care about adoption, not just setup
▸ You need someone who thinks strategically and executes
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📜 CERTIFICATIONS
Salesforce: Admin, Advanced Admin, Business Analyst, App Builder, Platform Developer I, Sales/Service/Marketing/Field Service/Experience Cloud Consultant, CPQ Specialist
HubSpot: Marketing Hub, Sales Hub, Service Hub, Revenue Operations, Inbound
PMP | Professional Scrum Master
🏢 INDUSTRIES
SaaS & Fintech | Cybersecurity | Healthcare | Government | Non-Profit | Real Estate | Manufacturing | Media | FMCG
📩 Invite me to your job — I'll be direct about fit, scope, and what it will take to fix.
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Salesforce HubSpot Salesforce Architect HubSpot Expert RevOps Revenue Operations Salesforce CPQ HubSpot RevOps CRM Architecture Salesforce Administrator HubSpot Administrator Salesforce Developer HubSpot Automation Marketing Hub Sales Hub Service Hub Salesforce Integration HubSpot Integration HubSpot Salesforce Integration Lead Scoring MQL SQL Attribution Breeze Intelligence Data Hygiene Salesforce Flow Workflow Automation LWC Lightning Web Components Apex Sales Cloud Service Cloud Experience Cloud Field Service Cloud Financial Services Cloud CPQ Specialist HubSpot Workflows HubSpot Pipeline HubSpot Onboarding HubSpot Sequences HubSpot Deals HubSpot Properties HubSpot Lists HubSpot Forms HubSpot Landing Pages HubSpot Email Marketing HubSpot Chatflow HubSpot Knowledge Base HubSpot Support Bot HubSpot Contact Management HubSpot Lead Capture HubSpot Reporting HubSpot Dashboard HubSpot Analytics HubSpot Migration HubSpot Cleanup HubSpot Audit HubSpot Setup HubSpot CRM Setup HubSpot Sales Automation HubSpot Marketing Automation HubSpot Service Hub HubSpot Ticketing CRM Audit CRM Cleanup CRM Migration CRM Setup CRM Strategy Revenue Cloud Quote to Cash ABM Account Based Marketing
Steps for completing your project
After purchasing the project, send requirements so Anis can start the project.
Delivery time starts when Anis receives requirements from you.
Anis works on your project following the steps below.
Revisions may occur after the delivery date.
Access & Discovery
I request read-only admin access and run an initial scan of your org's metadata — fields, automations, profiles, integrations.
Deep Audit Step
I analyze your data model, map every automation for conflicts and redundancies, review permission sets and sharing rules, and check integration health.