Fahad S.
CRMs & Martech Expert | GTM Engineering Consultant
I'm a certified CRM consultant with 7+ years of experience across the full spectrum of modern CRM platforms: Salesforce, HubSpot, Zoho, Freshsales, and SugarCRM. I'm 5X Salesforce certified Agentforce specialist who has already shipped AI agent deployments for real clients, at a time when most consultants are still figuring out what Agentforce even is. Whether you're on Salesforce and ready to go deep, evaluating which CRM actually fits your business, or migrating off a platform that's slowing you down, I've been in all three situations, across 40+ implementations, and I know exactly where the traps are. What I've delivered: ✅ Reduced lead-to-SQL time by 40% for a product analytics SaaS, automated qualification workflows, centralized fragmented data, eliminated manual sales admin. ✅ Increased SQL → Closed-Won conversion by 27%, unified Salesforce, Pardot, and RingCentral into one intent-driven pipeline with automated routing and real-time rep alerts ✅ Improved sales forecasting accuracy by 37%+,full multi-cloud deployment across Sales, Service, Experience, and Marketing Cloud for a platform operating across 8 markets What I work on: 🤖 Agentforce & Salesforce AI Designing and deploying autonomous AI agents for sales prospecting, lead qualification, customer service, and internal ops. Custom agent actions, prompt engineering, agent topics, and grounding with your org's real data, not generic bots that hallucinate answers to your customers. ⚙️ Salesforce Development When clicks aren't enough, I write the code. Apex classes and triggers, Lightning Web Components, custom APIs, batch jobs, platform events, and complex Flow logic, built clean, documented, and scalable. I work across the full dev lifecycle: sandbox, version control, deployment, and post-go-live support. 🔵 Salesforce Platform Implementations Sales Cloud · Marketing Cloud (SFMC) · Pardot · Revenue Cloud · CPQ · Health Cloud · Experience Cloud · Education Cloud · Financial Cloud · Data Cloud, full cycle from requirements to go-live. 🟠 HubSpot CRM setup, pipeline automation, Marketing Hub, Sales Hub, Service Hub, sequences, workflows, lead scoring, and third-party integrations. Full onboarding or optimization of existing portals. 🟡 Zoho CRM End-to-end Zoho implementations, Zoho One ecosystem setup, Blueprint workflows, custom modules, Zoho Analytics, and integrations with the broader Zoho suite, Campaigns, Desk, Books, and more. 🟢 Freshsales (Freshworks CRM) Custom sales pipeline design, AI-powered lead scoring, workflow automation, Freshdesk integration, and full platform configuration tailored to your sales motion. 🟣 SugarCRM Custom module development, Sugar Sell and Sugar Market setup, workflow automation, reporting, and migrations from legacy CRM systems. ✅RevOps & Pipeline Automation MQL → SQL → Closed-Won workflows, lead routing, SLA enforcement, automated follow-ups, and pipeline health monitoring, across any of the above platforms. ✅ Marketing Automation & Email Journeys Complex audience segmentation, lead scoring models, nurture sequences, and triggered workflows in SFMC, Pardot, Marketo, and HubSpot. ✅ CRM Integrations Marketo, Drift, ZoomInfo, OneTrust, Snowflake, Shopify, Twilio, RingCentral, REST/SOAP APIs, Zapier, and custom middleware, connecting your CRM to everything else in your stack. ✅Dashboards & Reporting Real-time BI dashboards in Salesforce, Snowflake, BigQuery, Looker, and Power BI, built around decisions your team actually needs to make. ✅Data Pipelines SQL-first architectures with AI-assisted validation using AWS Bedrock and Lambda — built for regulated industries like healthcare and insurance where data correctness isn't optional. ✅My tech stack: CRM Platforms: Salesforce · HubSpot · Zoho CRM · Freshsales · SugarCRM Salesforce Dev: Agentforce · Apex · Lightning Web Components · Flows · Triggers · Batch Jobs · Platform Events · REST/SOAP APIs · Data Cloud Marketing: SFMC · Pardot · Marketo · HubSpot Marketing Hub · Datorama Data & BI: Snowflake · BigQuery · Looker · Power BI · Redash Integrations & Automation: Zapier · Python · Twilio · Formstack · AWS Lambda · MySQL · RingCentral · ZoomInfo · OneTrust Who I work with: Growth-stage and scaling companies in SaaS, B2B services, marketing, and healthcare. You might be: - On Salesforce and not getting ROI from it yet - On HubSpot, Zoho, Freshsales, or SugarCRM and needing it built properly - Evaluating which CRM to move to and needing honest, platform-agnostic advice - Ready to explore Agentforce and AI automation but don't know what's actually worth building In all four cases, I've been there, and I can help. Feel free to shoot me a DM if you've needs or are just exploring.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $23k
Billed in all: $132,891$133k
$12k in the last 6 months
Across 6 contracts
Earnings, last 30 days
Skill rankings: Top 2% in Email Marketing
Ranked by MRR among everyone on Upwork with the skill.
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