Bharat S.

Hi, I've spent the last 8+ years helping companies pick, set up, fix, and migrate CRMs, mostly across HubSpot, Salesforce, Go High Level, Zoho and Microsoft Dynamics 365, with AWS in the mix for the integration-heavy work and Agentforce for the AI-agent builds. Most of my engagements fall into one of four buckets: - Choosing the right CRM and rolling it out without the usual chaos - Migrating from one CRM to another when the current one has stopped fitting the business - Fixing implementations that stalled or never delivered what was promised - Tightening up an existing org that has drifted out of sync with how the team actually works I try to keep the work grounded in your sales motion, service workflow, and revenue goals rather than starting from the platform's defaults. In most cases, what looks like a CRM problem turns out to be a process problem the CRM is making louder. Platforms I work with day to day: - HubSpot CRM: Sales, Marketing, Service, Operations, and CMS Hubs - Salesforce: Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Pardot, CPQ, Agentforce - Microsoft Dynamics 365: Sales, Customer Service, Marketing, Field Service, Power Platform - AWS: Connect, Lambda, EventBridge, S3, mostly for middleware and integrations Where I typically add value: - CRM selection and architecture, with honest tradeoff analysis - End-to-end implementations and customizations - Migrations between platforms with minimal disruption - Agentforce architectures, including multi-agent topologies and custom Foundation Layers - Integrations to ERP, finance, marketing, and support systems - Process optimization across sales, service, and marketing - CRM health checks with prioritized fix recommendations - Training and adoption work for the teams that have to live with the system A few projects I'm proud of: - Built an Agentforce architecture for an outdoor products manufacturer that Salesforce Support said was not possible. Shipped to production in 11 weeks. It now handles 12,000 warranty cases a month, resolves 92 percent without human touch, and has logged zero user-facing errors since launch. - Helped a B2B SaaS team move off Salesforce to HubSpot. They saved roughly $60K a year in licensing and got noticeably better adoption from sales. - Implemented Microsoft Dynamics 365 Sales for a global manufacturer. Forecast accuracy moved from around 58 percent to about 89 percent over two quarters. - Ran a CRM selection for a Series B fintech and recommended HubSpot over Salesforce. The TCO model showed close to $200K saved across implementation and the first year of ops. - Built an AWS-based integration hub connecting Dynamics 365, NetSuite, and a custom portal. The manual data reconciliation that used to consume about 30 hours a week dropped to a few minutes a day. - Audited a Salesforce org for an insurance broker. We consolidated 12 legacy custom objects and brought storage costs down by nearly half. - Led a CRM consolidation after an acquisition, merging HubSpot and Salesforce environments. Licensing dropped about $120K a year and reporting got a lot cleaner. Industries I've worked in: SaaS, manufacturing, financial services, healthcare, professional services, e-commerce, real estate, education, and insurance. What it's like to work with me: I try to be useful rather than busy. That usually means suggesting the smaller fix before the bigger project, pushing back when a feature request doesn't match the underlying goal, and staying relatively quiet on the parts of the platform that are working fine. Updates come weekly, with a Loom walkthrough when something is easier to show than to write. I overlap with US, EU, and APAC working hours. Ready to get started? Send me a message about your project. I reply within a few hours and we can take it from there. Bharat CRM Consultant