Pooja S.

CRM & AI SOLUTIONS ARCHITECT | SALESFORCE | HUBSPOT | ZOHO | MICROSOFT DYNAMICS 365 I help businesses implement, optimize, and integrate CRM platforms to streamline sales processes, improve customer service, automate business workflows, and build scalable technology solutions. With 14+ years of enterprise technology experience, I work across CRM architecture, implementation, customization, integrations, AI-powered automation, and business process improvement. My focus is on understanding your business requirements and translating them into practical solutions that improve efficiency, data visibility, and customer experiences. Whether you need a new CRM implementation, improvements to an existing system, cross-platform integrations, or AI-powered workflows, I can help you plan and deliver a solution aligned with your business goals. CORE EXPERTISE SALESFORCE CRM & AGENTFORCE * Salesforce architecture, implementation, and customization * Sales Cloud, Service Cloud, Experience Cloud, and Marketing Cloud * Salesforce Flow, Apex, Lightning Web Components (LWC), and API integrations * Agentforce implementation and AI-powered business workflows * Salesforce Data Cloud, data management, and process automation * CRM optimization, troubleshooting, and ongoing support HUBSPOT CRM * CRM setup, configuration, and customization * Contact, company, deal, and pipeline management * Sales automation and lead lifecycle management * Workflow automation, lead assignment, and follow-up processes * Marketing and sales alignment, reporting, and integrations * CRM data migration, cleanup, and process optimization ZOHO CRM & ZOHO ECOSYSTEM * Zoho CRM configuration and customization * Sales pipeline, lead management, and workflow automation * Blueprint, assignment rules, and business process automation * Zoho applications and third-party integrations * Data migration, reporting, and CRM optimization * Connecting CRM processes with customer support and other business functions MICROSOFT DYNAMICS 365 * Dynamics 365 CRM configuration and customization * Sales and Customer Service process optimization * Lead, account, contact, opportunity, and case management * Business process flows and workflow automation * Microsoft Power Platform and Power Automate integrations * Data migration, reporting, and integration with business applications AI, AUTOMATION & INTEGRATIONS * AI agents and intelligent business workflows * AI-powered sales and customer service automation * Integration of AI capabilities with CRM platforms * API integrations and cross-platform data synchronization * Workflow automation to reduce repetitive manual tasks * Process improvement, data consistency, and operational efficiency HOW I CAN HELP * Implement a CRM aligned with your sales and service processes * Optimize existing CRM systems and resolve workflow issues * Automate lead capture, qualification, assignment, and follow-ups * Improve sales pipeline visibility and customer data management * Connect CRM platforms with websites, marketing tools, and business applications * Migrate and synchronize data between systems * Design AI-assisted workflows for sales, support, and internal operations * Provide ongoing CRM maintenance, enhancements, and technical support MY APPROACH I start by understanding your current systems, business processes, and desired outcomes. From there, I help define the right solution, configure or develop the required functionality, integrate relevant systems, and test the implementation to ensure it works as expected. I value clear communication, practical recommendations, maintainable solutions, proper documentation, and reliable delivery. If you are planning a CRM implementation, improving your existing platform, connecting multiple business systems, or exploring AI-driven automation, let's discuss your requirements and identify the right approach for your business.