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Skills

  • Salesforce CRM
  • Salesforce Integration
  • API Integrations
  • Cloud Computing
  • Consultant
  • Dashboards
  • Data Migration
  • Information Technology
  • Jira
  • Payment Gateway Integration
  • Report Design
  • Salesforce
  • Service Cloud
  • Software Development
  • Workflow Automation

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Services

  • Salesforce

    $20/hr Starting at $25 Ongoing

    Dedicated Resource

    I am Ishu Bansal and I am a certified Salesforce expert. I have 10+ years of experience in the Salesforce environment and have helped many global brands in adopting the platform and use it to its potential...

    API IntegrationsCloud ComputingConsultantDashboardsData Migration

About

CRM Consultant | Salesforce & Zoho Partner | 10+ years of experience

🎯Hey! If you're looking for someone to help set up your CRM, customize it, or integrate it with other tools, then just message me.

I love turning complex business needs into smooth, automated workflows that helps the team work smarter.

Brief about me, I am a CRM specialist with over 10+ years of experience in building and customizing Zoho and Salesforce platforms. Whether it's setting up your custom portal, integrating market tools, or automating lead management, I focus on delivering practical and scalable solutions.

With a deep understanding of the Salesforce architecture, as well as proficiency in Apex programming, Visualforce, and other key tools and technologies used in Salesforce development I've executed various projects on the platform.

My areas of Salesforce expertise include
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✅ Sales Cloud, Service Cloud, Marketing Cloud, Community/Experience Cloud, Financial Services Cloud, Commerce Cloud, Pardot (Account Engagement) and Salesforce CPQ
✅ Salesforce Integration using REST/SOAP APIs, Zapier, Boomi, Make.com
✅ Salesforce AppExchange Development and Deployment

✅ Lightning Web Components (LWC & Aura) development
✅ Migration from Classic-to-Lightning, Aura components to LWC, Workflows-to-Flows, and Process builder-to-Flows

✅ Automation (Flow, Process Builder, Flow, Validation Rules, Lead/Case Assignment)
✅ Salesforce UI Development using SLDS CSS (Salesforce Lightning Design System) framework
✅ Visualforce, Apex Classes, Triggers, Batch Apex & Test Classes
✅ Managed and unmanaged packages, custom objects, and fields creation
✅ Setting up Users, Roles, Profiles, and Security
✅ Reports & Dashboards development
✅ Force.Com development
✅ Data Cleanup, Data Import/Export, and Data Migration (using Data Loader, CLI, Informatica on Demand)
✅ Setup Salesforce E_mail Campaigns and designed and customized E_mail Templates

✅ Worked on all Salesforce.com editions (sandbox and production): Essentials, Professional, Enterprise, Unlimited, and Developer
✅ Salesforce Einstein Chatbot | Field Service Lightning (FSL) | Salesforce 1 | SDocs | SQL | SOQL | Salesforce Einstein Analytics (creating dataflows, recipes, reports, dashboards)

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Moreover, I have worked on Zoho Creator, Deluge, and Blueprint—according to the client's needs—to help businesses create flexible, user-friendly solutions that fit how they work every day.

🎯#WHAT I HAVE TO OFFER:
Industry Expertise: I've worked with clients across industries—Real Estate, Media & Entertainment, Professional Services, Financial Services, Manufacturing, Retail—helping them get the most out of their CRM investment.

🎯Integration experience: I have successfully integrated Salesforce and Zoho with Conga, DocuSign, QuickBooks, Stripe, RingCentral, Twilio, Calendly, Shopify, Jotform, Jira, Snapchat, OpenAI, Payroll, Easypost, etc.

Ping me and we can keep the continue the conversation regarding your CRM need.

Best,
Ishu B.

Work Terms

Basically, I work on fixed and hourly terms, but most of my clients prefer to move with fixed terms as it provides flexibility to both teams to manage the project.

Happy to collaborate on mutually agreeable terms.

Ping me and let's find out if we're both a good fit for the project.

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