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⭐⭐⭐⭐⭐Top Rated Plus HubSpot\u002F Salesforce & Zoho CRM Consultant | Implementation · Automation · Integration · Migration OVERVIEW I am a Certified HubSpot, Salesforce & Zoho consultant with 10+ years of experience helping businesses build CRM systems that drive revenue. Implementations, automations, integrations and migrations across startups, SaaS companies, agencies and enterprises. Every engagement starts with a strategy conversation. Before anything gets configured, I need to understand how the business sells, how leads move through the pipeline and where the gaps are. The system gets built around that, not around default platform settings. Certified in both Salesforce and HubSpot. Every project is delivered with full documentation and a handover the team can use independently. Clients who want continued improvement move to a monthly retainer after delivery. Send a message. I will be back in your inbox in a few minutes. 🔧 HUBSPOT → CRM Setup & Pipeline Configuration → Contact & Company Property Management → Lead Scoring & Lifecycle Automation → Sequences, Workflows & Campaign Automation → Marketing Hub, Sales Hub & Service Hub → HubSpot CMS Development (HubL, HTML, CSS) → Custom Reporting & Dashboard Builds → MQL to SQL Conversion Optimization 🔧 SALESFORCE → Sales Cloud & Service Cloud Implementation → Financial Services Cloud & Experience Cloud → Agentforce Development (AI-powered automation) → Salesforce CPQ Development & Configuration → Apex Triggers, Classes & Batch Jobs → Lightning Web Components & Aura → Flow Builder & Process Builder → Custom Objects, Fields, Layouts & Validation Rules → SOQL & SOSL Query Optimization → REST & SOAP API Integration → Data Loader & Workbench Migration → AppExchange Configuration 🔗 INTEGRATIONS → Salesforce & HubSpot Bi-Directional Sync → Zapier · Workato · Make · Automate io · MuleSoft · Boomi → Third-Party REST API Connections → Custom Middleware Development → Legacy CRM to Salesforce & HubSpot Migration 📊 DATA → Data Cleaning & Deduplication → 150K+ Records Migrated → Cross-Platform Data Consistency → Import & Export Management → Reporting Accuracy Audits 🎓 CERTIFICATIONS → Salesforce Certified Administrator → Salesforce Certified Platform Developer I → Salesforce Certified Sales Cloud Consultant → Salesforce Certified Service Cloud Consultant → Salesforce Certified CPQ Specialist → HubSpot CRM Platform Certification → HubSpot Marketing Software Certification 📈 RESULTS ✔ Salesforce implementation for a SaaS company — automated lead routing, cut manual tasks by 70% ✔ HubSpot lead scoring build — pushed MQL to SQL conversions up by 40% ✔ Migrated and deduplicated 150,000+ legacy records into Salesforce with zero data loss ✔ Built live bi-directional Salesforce and HubSpot sync with no duplication ✔ Multi-step HubSpot campaigns connected directly into active Salesforce workflows 🛠 TOOLS Salesforce · HubSpot · Zoho · Apex · Zoho Creator · LWC · Flow Builder · HubL · Zapier · Workato · MuleSoft · Boomi · Data Loader · REST API · JavaScript · HTML · CSS · Excel · Google Sheets ✅ WHAT IS ON OFFER → Full Salesforce or HubSpot Implementation → CRM Audit & Optimization → Workflow & Automation Design → Lead Nurturing & Pipeline Setup → Custom Integration Builds → Team Training & Handover → Ongoing Retainer Support 💬 WHO THIS WORKS FOR Startups setting up their first CRM. SaaS teams are buried in manual work. Agencies managing multiple client accounts. Enterprises with workflows too complex for out of the box configuration. If the current setup is holding the business back or a new one needs to be built properly from day one, send a message. Neerja Sharma Top Rated Expert
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Neerja n is a Scripts & Automation freelancer based in Solan with 165 verified projects, verified Upwork reputation, estimated LanceRank Score 63/100 (Rising), 8 years active, last updated 2026-06-04 on LanceRank.
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Rising — top 4% on LanceRank · 165 verified projects across 1 platform · 8 years active.
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