About Me
I’m based in Mumbai, specialising in Salesforce consulting and customisation for small to medium-sized businesses. With hands-on experience in Salesforce Sales Cloud, Service Cloud, Lightning, flows, integrations and data migrations, I help organisations make the most of their CRM investment. Whether you’re just starting with Salesforce, migrating from a legacy system, optimising existing workflows, or building custom integrations—my goal is to translate your business needs into a robust Salesforce solution that drives productivity, user adoption, and measurable results.
What I Offer
My services cover a broad range of Salesforce engagements:
System setup and configuration: custom objects, fields, page layouts, security settings, user roles, profiles.
Process automation: using Lightning Flows, Process Builder, Workflow Rules to streamline your sales/service processes.
Data migration & cleanup: import/export, deduplication, data quality setup and transferring legacy CRM or spreadsheets into Salesforce with integrity.
Custom development & integrations: Apex triggers, classes, REST/SOAP API integrations, Lightning Web Components, third-party tool connectivity (e.g., marketing automation, ERP).
User adoption & training: creating documentation, job-aids, training sessions for your team to ensure that Salesforce becomes a living, breathing tool—not just a system nobody uses.
Optimisation & support: reviewing your current Salesforce instance, identifying bottlenecks, advising on best practices, and delivering incremental enhancements.
My Process
Discovery & Requirements Gathering — We begin with a detailed discussion to understand your business goals, current challenges, user base, reporting needs, integrations, and desired outcomes.
Solution Design & Proposal — I prepare a tailored solution: scope, timeline, technology stack, deliverables and cost estimate.
Implementation Phase — Configuration, development, data migration, testing—executed iteratively with milestones, so you can review and provide feedback.
User Acceptance & Training — I work with your team to test the system, refine workflows, create user guides, and ensure your users are ready.
Go-Live & Post-Launch Support — I assist with deployment, monitor the initial rollout, fix any issues, and hand over full documentation and knowledge transfer.
Ongoing Optimisation (Optional) — After go-live, we can set up periodic reviews, enhancements, and optimisations to keep your Salesforce instance efficient and aligned with business growth.
What You Get
A customised, functional Salesforce environment aligned to your business processes
Clean data migration and smooth user transition
Automation that reduces manual work and improves response time
Integrations with your existing tools to eliminate silos and enable better insights
Training and documentation so your team can confidently manage the system
Reliable support and a partner who treats your success as my priority