Pankaj S.

I help B2B companies fix messy HubSpot and Salesforce CRM systems, improve deal pipelines, automate lead routing, and build reliable revenue reporting. Top Rated Plus | $100K+ earned | 12+ years of experience. Experience in CRM architecture, automation, marketing systems, sales processes, integrations, and reporting. My strongest specialization is HubSpot. I work across CRM setup, Sales Hub, Marketing Hub, workflows, pipelines, lifecycle stages, lead routing, reporting, integrations, migrations, and ongoing optimization. I also support Salesforce projects involving CRM structure, automation, integrations, reporting, data cleanup, and cross-platform CRM work. Clients usually come to me when: • Their CRM has become messy or difficult to manage • Sales and marketing teams are working in disconnected systems • Workflows and automations are unreliable or overly complicated • Lead routing and ownership rules are inconsistent • Reporting does not match reality • CRM adoption is low • Data quality is poor • They are migrating from another CRM • They need HubSpot or Salesforce integrated with other business systems HUBSPOT CRM • Complete HubSpot setup and onboarding • Sales Hub and Marketing Hub configuration • Deal pipeline architecture • Lifecycle stage design • Lead routing and assignment • Workflow automation • Lead scoring • Lists and segmentation • Custom properties • Sequences and sales automation • Reporting dashboards • Revenue and pipeline reporting • Marketing attribution • CRM cleanup and optimization • Data migration and duplicate management • Portal audits and ongoing HubSpot support SALESFORCE CRM • CRM structure and process design • Lead and opportunity management • Workflow and automation planning • Data cleanup and migration • Reporting and dashboards • User access and permissions • CRM integrations • Salesforce and HubSpot integration • Salesforce-to-HubSpot migration planning • Sales Operations and RevOps support REVOPS, SALES OPS & MARKETING OPS I help align Marketing → Lead Management → Sales → Customer Lifecycle → Reporting. This can include: • Revenue operations architecture • Sales process design • Marketing operations • Lead qualification and routing • Pipeline governance • Lifecycle management • CRM ownership rules • Attribution and forecasting structure • SLA automation • Follow-up automation • Task and notification workflows CRM AUTOMATION I build automation around real operational requirements, including lead assignment, deal creation, lifecycle changes, follow-up sequences, internal notifications, nurture workflows, onboarding, re-engagement, data enrichment, record updates, renewal workflows, and conditional branching. I prefer automation that is simple, reliable, documented, and maintainable. INTEGRATIONS & APIs I work with native connectors, APIs, webhooks, and automation platforms including HubSpot, Salesforce, Zapier, Make, Slack, WordPress, Shopify, Google Ads, Stripe, QuickBooks, email platforms, lead-generation systems, sales tools, and custom APIs. CRM MIGRATION & DATA MANAGEMENT I focus on data mapping, property mapping, field standardization, duplicate prevention, contact/company relationships, deal and pipeline migration, lifecycle stages, ownership rules, data validation, and post-migration QA. I can support migrations such as: Salesforce → HubSpot Zoho → HubSpot Pipedrive → HubSpot Other CRM → HubSpot REPORTING & BUSINESS INTELLIGENCE I help companies turn CRM data into useful reporting, including sales dashboards, marketing dashboards, pipeline reporting, revenue reporting, funnel analysis, lead-source reporting, attribution, deal-stage analysis, team performance, data reconciliation, and executive dashboards. SELECTED EXPERIENCE • Full HubSpot CRM implementations • CRM migration for a U.S.-based B2B SaaS company • Sales Hub implementation and pipeline automation • Marketing workflow automation • CRM cleanup and optimization • Reporting dashboards • Lifecycle automation • Lead routing • CRM integrations • HubSpot CMS projects • Ongoing HubSpot administration HUBSPOT CERTIFICATIONS • HubSpot Sales Hub Software • HubSpot Solutions Partner Certification • HubSpot Inbound Certification • HubSpot Agency Partner Certification • HubSpot Design Certification My approach is simple: 1. Understand the business process 2. Audit the current systems 3. Identify bottlenecks 4. Design the right CRM structure 5. Build automation carefully 6. Validate the data 7. Create useful reporting 8. Document the system 9. Train the team 10. Optimize as the business grows If you need help with HubSpot, Salesforce, CRM implementation, RevOps, Sales Operations, Marketing Operations, automation, integrations, migration, or reporting, I would be happy to discuss your current setup and goals. Pankaj