AI SaaS & Salesforce CRM partner for B2B teams, Founders | Full stack, automation
Expert-vetted · 100% JSS · $600K+. 15+ years in Salesforce and CRM - plus recent AI-SaaS production work from concept to launch. One partner for both.
Most clients don't hire me for a single tool.
They hire me because something in the business isn't working and it usually sits at the intersection of systems, data, and automation. Leads fall through. CRM doesn't match how the team sells.
An AI product idea is stuck before production. Marketing and sales fight over bad data.
I'm an Expert-vetted partner independently verified at Upwork's highest tier.
81 completed engagements.
Top-rated Plus.
Clients come back because I treat their outcome like my own, not a ticket queue.
TWO TRACKS, ONE PARTNER
▸ SALESFORCE & CRM (15+ years)
Architecture, custom development, and integrations across Salesforce, Pardot, and Marketo. Financial Services Cloud and multi-LoB data segregation. Reporting and dashboards sales actually uses. Marketing stack unification, one engagement ran 627 hours connecting Salesforce, Pardot, WooCommerce, QuickBooks, and Google Analytics because the business needed one source of truth.
▸ AI-SAAS & AUTOMATION (production-proven)
Full-stack AI product delivery for founders - not prototypes.
Recent: partnered on NotaryAgentAi from concept to user-tested, production-ready platform. SMS lead intake, AI workflow orchestration, sub-10-second auto-acceptance, Google Calendar booking, telecom compliance resolved. Node.js, Twilio/Telnyx, Supabase, Playwright.
Client: "would recommend to other founders building SaaS, AI automation, or telecommunications applications."
▸ WHERE BOTH MEET
The best engagements use both tracks - AI products that connect to CRM, CRM systems that trigger intelligent automations, full-stack apps with Salesforce as the data layer.
React + Salesforce integration delivered in one week.
CommerceHub order automation.
Lead attribution from Google Analytics into Salesforce.
This is the work most freelancers split across three contractors.
HOW I PARTNER WITH YOU
I start with what success looks like for your business - then work backward.
I push back when the approach won't deliver. When problems surface, I stay until the root cause is fixed.
Clients describe me as responsive, collaborative, and solution-oriented.
Several said I took the time to understand their needs before writing a line of code.
I'm founder of Atlas Global Solutions - a small, experienced team since 2009.
Larger engagements: me as lead partner with team capacity.
Focused work: me directly.
PROOF
→ AI-SaaS: "Instrumental in helping bring NotaryAgentAi from concept to a production-ready platform… would absolutely work with Giovanni again."
→ CRM/Full stack: "Worked through any roadblocks quickly with a full understanding of what I needed. Turnaround time was great."
→ Partnership: "Took the time to truly understand our project needs and worked with us to complete the project exactly how we had envisioned."
→ Trust: "Thorough, transparent, and efficient… took extra measure to ensure we were happy customers."
TECHNICAL DEPTH (WHEN YOU NEED IT)
Salesforce (Apex, Flows, FSC, Connected Apps)
AI-SaaS (Node.js, LLM orchestration, Playwright)
Full stack (React, APIs, auth)
Automation (Twilio, workflow pipelines, integrations).
Eastern US (Ft. Lauderdale, FL).
English and Spanish
Fixed-price or hourly.
Tell me what success looks like - CRM build, AI-SaaS product, or both connected.
I'll tell you honestly if I'm the right partner.
Giovanni
#Artificial Intelligence #Automation #Workflow Automation #Salesforce CRM #CRM Software #Node.js #API Integration #JavaScript #SaaS #Web Development #React #Marketing Automation #Pardot #Twillio API #Business Analysis #Ruby on Rails #Marketo #WordPress #WooCommerce #Dashboard #Internal Tool #Custom Software #Solution #Architect #Business Partner
Pardot Marketing
Salesforce CRM
PHP
WordPress
Twilio API
React
JavaScript
TypeScript
Node.js
Python
Ruby on Rails
Supabase
Airtable
Shopify
Next.js
DevOps
Apex
C#
Data Analytics & Visualization Software
Business Intelligence
Derrick C.
Tracy, California
$79/hr
5.0
38 jobs
I’m a Salesforce Developer & Consultant with 10+ years of hands-on experience helping businesses streamline operations, close deals faster, and scale with smart CRM strategies.
Over the years, I’ve worked with clients across the world, and beyond, delivering tailored Salesforce solutions that solve real business challenges, whether it’s optimizing sales processes, improving service operations, or building scalable custom apps.
🔹 What I Do Best
Salesforce CPQ / Revenue Specialist - Configure, Price, Quote automation that simplifies complex sales cycles.
Custom Development (Apex, LWC, Visualforce) – Clean, scalable, and future-ready code.
Automation (Flows, Process Builder, Triggers) – Reduce manual tasks and boost team productivity.
Integrations & APIs – Salesforce ↔ third-party tools (Marketing, Finance, Support, Analytics).
Data Migration & Cleanup – Ensure accuracy and reliability across legacy systems.
Sales & Service Cloud Consulting – Set up scalable, user-friendly solutions for growth.
Salesforce Clouds: Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Agentforce, CPQ, Field Service, API's
I bring over 10+ years of hands-on experience in Salesforce development, business growth, and CRM strategy, helping businesses streamline operations, generate leads, and scale faster with smart, tailored solutions.
👉 My approach is simple: understand your business challenges first, then design Salesforce solutions that actually solve them. I focus on delivering results that improve efficiency, drive adoption, and create measurable business impact.
📌 Why Work With Me?
I bring 10+ years of proven expertise across industries like SaaS, Healthcare, Finance, and Retail.
I don’t just “implement Salesforce,” I align it with your business goals so it drives measurable impact.
If you’re looking for a reliable Salesforce partner who understands both the technical and business side of CRM, let’s connect. I’m here to help you make Salesforce work harder for your business.
Marketing
Salesforce
Salesforce CPQ
Salesforce CRM
Salesforce Lightning
Salesforce Sales Cloud
Salesforce Email Studio
Salesforce Service Cloud
Salesforce Marketing Cloud
Salesforce App Development
Salesforce Wave Analytics
Eloqua
Email Marketing
Campaign Management
HubSpot
Christina P.
Chelmsford, Massachusetts
$100/hr
5.0
50 jobs
You don't need another strategist. You need someone who can take your marketing plan and make it work.
For more than 20 years, I've helped companies execute the operational side of marketing—building the workflows, automations, lead scoring models, and reporting that keep marketing and sales moving efficiently.
I specialize in marketing operations and email execution, partnering with marketing teams that already have a strategy but need an experienced professional to implement it quickly and accurately.
What I can help with:
Email marketing operations and campaign execution
Marketing automation workflows
Lead scoring and lifecycle management
Audience segmentation and list management
Database cleanup, deduplication, and ongoing CRM maintenance
Forms, landing pages, and automation setup
Reports, dashboards, and marketing performance tracking
Salesforce and CRM data management
Sales and marketing process optimization
Platforms:
HubSpot (certified)
Marketo
Salesforce
Salesloft
Mailchimp (certified)
Kit (formerly ConvertKit)
I've worked with B2B and B2C organizations ranging from SaaS and online products to professional services, nonprofits, healthcare, and brick-and-mortar businesses.
Clients hire me because I'm fast, detail-oriented, and dependable. I integrate seamlessly with existing teams, require minimal oversight, and focus on delivering clean, scalable marketing operations that work the first time.
If your strategy is ready and you need someone to execute it efficiently, let's talk.
Email Copywriting
Mailchimp
Marketo
Email Marketing
Campaign Management
Lead Generation
Lead Nurturing
Salesforce CRM
Marketing Automation
HubSpot
Social Media Marketing
Marketing Strategy
Drip Marketing
B2B Marketing
Marketing Operations & Workflow
Divyanshi singh C.
Faridabad, India
$33/hr
4.8
724 jobs
🏆 Top 1% Expert-Vetted Salesforce Consultant | 99% Job Success Score | 5.0★ Rating Across 264 Engagements on Upwork
I’m a ⭐️⭐️⭐️⭐️⭐️36x Certified Salesforce and 14x Certified HubSpot Expert (trailblazer.me/id/divschauhan), 3-time Dreamforce Hackathon Winner, with strong experience in AppExchange product development and active roles as a Salesforce Community Group Leader and Trailhead Answers Leader.
⭐️ Core skills include:
✅ Salesforce Implementation ✅ Salesforce Administration
✅ Sales Cloud ✅ Service Cloud ✅ Financial Services Cloud
✅ Experience Cloud ✅ Marketing Cloud ✅ Salesforce Maps
✅ Flow Builder ✅ Reports & Dashboards ✅ Lightning Pages
✅ Data Migration ✅ CPQ ✅ Commerce Cloud ✅ Agentforce
I have worked with 🌟High Profile Clients🌟 in my Salesforce Career:
✅ Yamaha Motors(Fortune 500 Company)
✅ Ticket Master (~100 Million Estimated Revenue per Year)
✅ Lloyds Pharmacy(~150 Million Estimated Revenue per Year)
𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬:
✅ Salesforce Certified MuleSoft Developer II
✅ Salesforce Certified B2C Commerce Developer
✅ Salesforce Certified MuleSoft Developer I
✅ Salesforce Certified B2C Solution Architect
✅ Salesforce Certified Marketing Cloud Developer
✅ Salesforce Certified Platform Developer II
✅ Salesforce Certified OmniStudio Developer
✅ Salesforce Certified Marketing Cloud Consultant
✅ Salesforce Certified Marketing Cloud Account Engagement Specialist
✅ Salesforce Certified Marketing Cloud Administrator
✅ Salesforce Certified Nonprofit Cloud Consultant
✅ Salesforce Certified Field Service Consultant
✅ Salesforce Certified CRM Analytics and Einstein Discovery Consultant
✅ Salesforce Certified CPQ Specialist
✅ Salesforce Certified Service Cloud Consultant
✅ Salesforce Certified Marketing Cloud Email Specialist
✅ Salesforce Certified Sales Cloud Consultant
✅ Salesforce Certified Platform App Builder
✅ Salesforce Certified Experience Cloud Consultant
✅ Salesforce Certified Administrator
✅ Salesforce Certified Platform Developer I
𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 & 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠:
✅ Configuring Salesforce orgs from scratch, including custom objects, fields, roles, and profiles
✅ Data cleansing and governance for accuracy and reliability
✅ Designing reports and dashboards for actionable insights
✅ Apex classes, triggers, Visualforce pages, Lightning Web Components (LWC), Aura
✅ Custom AppExchange product development and third-party integrations (REST/SOAP APIs, JSON, XML, web services)
✅ JavaScript/jQuery customization to extend Salesforce functionality
✅ AppExchange tool selection, administrator and end-user training, and go-live documentation
𝐇𝐮𝐛𝐒𝐩𝐨𝐭 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 & 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠:
✅ HubSpot CRM setup
✅ HubSpot onboarding
✅ HubSpot customization
✅ HubSpot workflow automation
✅ HubSpot email marketing automation
✅ HubSpot lead management
✅ HubSpot pipeline setup
✅ HubSpot sales automation
✅ HubSpot reporting & dashboards
✅ HubSpot data migration
✅ HubSpot integration services
✅ HubSpot API integration
✅ HubSpot CMS development
✅ HubSpot landing page design
✅ HubSpot email template design
✅ HubSpot contact segmentation
✅ HubSpot data cleanup & deduplication
✅ HubSpot CRM optimization
✅ HubSpot lifecycle stage setup
✅ HubSpot support & maintenance
⭐️⭐️⭐️⭐️⭐️ Financial Services Salesforce Consultant | Service Cloud | Experience Cloud | Sales Cloud | Australia | Europe | UK | USA | Canada | UAE
𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬:
Salesforce Developer, Salesforce Administrator, Salesforce Marketing Cloud, Salesforce CPQ, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Commerce Cloud, Salesforce Einstein, Salesforce Admin, CRM Development, Email Studio, Salesforce Apex, Salesforce Architect, Salesforce lightning, Lightning Web Components, LWC, Salesforce Expert, Salesforce Lightning Web Components (LWC), Salesforce integration, Senior Salesforce Developer, Salesforce AppExchange, Salesforce App Development, Salesforce API, Salesforce, Marketing Cloud, Marketing Campaign, Pardot, Salesforce Development, Salesforce Admin, Salesforce Integration, Salesforce setup, Salesforce set up, Salesforce Customization, Salesforce dev, Account, Lead, Contact, Opportunity, Quote, Order, CPQ, PDF, SF dev, SFDC dev, Salesforce optimization, Managed Package, Unmanaged Package, app, application, publishing, publish, Lightning, Classic, Aura, Lightning Web Component, Lightning Framework, Visualforce, VF, Lightning page, Apex, Trigger, Batch, Apex Class, Scheduler, Scheduled Apex, Batch, Queue, Standard Objects, Custom Objects, Custom Fields, Validation, Validation Rules, Automation, Data, Setup, Einstein, Einstein GPT, EinsteinGPT, LinkedIn, Linked In, Apollo, Workflow, work flow, WF, Screen Flow, Screenflow, Flow, Trigger Flow, Triggerflow, Process Builder, process builder, email, email template, MailChimp, Mail Chimp, Einstein GPT, GPT4, Conga Composer & Conga Sign, Salesforce Maps, High Velocity Sales.
Pardot
Salesforce
Salesforce CRM
Salesforce CPQ
Salesforce Lightning
Salesforce Sales Cloud
Salesforce App Development
Salesforce Service Cloud
Salesforce Marketing Cloud
Commerce Cloud
HubSpot
Salesforce Einstein
Apex
Service Cloud Development
Salesforce Email Studio
Visualforce
Customer Relationship Management
Salesforce1
Automated Workflow
Email Template
Roman F.
Austin, Texas
$44/hr
5.0
21 jobs
"Roman knows his stuff! I am very happy with the work he provided. He was very responsive and offered actionable suggestions. I will definitely work with him again."
"Roman is highly communicative and responsive. He is on top of his schedule and was able to deliver the task way ahead of schedule with great quality! Job well done!"
"Great work!!! Roman is a professional and excellent communicator. He has good knowledge of the development of marketing strategies and the best-working features in it. In the project he informed me about every step of the way, all problems solved quickly and effectively. Thanks for the great work and very satisfied overall, would recommend and hire again."
------------------------------
Senior Email & CRM Marketing Specialist with 5+ years of full-cycle experience across a wide range of industries:
▶️ Retail & eCommerce (home goods, kitchen appliances, furniture, fashion, automotive)
▶️ Food & dairy
▶️ Beauty
▶️ Medical products & services
▶️ SaaS
▶️ Legal
▶️ Construction
▶️ Financial services
▶️ Health & wellness
▶️ Education,
▶️ Travel & hospitality
▶️ Subscription-based businesses.
I cover the full program - not just one piece of it:
✅ Strategy & audience segmentation
✅ Lifecycle automation - flows, triggers, behavioral logic
✅ Campaign planning, scheduling & calendar management
✅ HTML/CSS email development - responsive, Outlook-proof, dark mode ready
✅ Deliverability - IP warming, domain reputation, list hygiene
✅ A/B testing with structured hypothesis and reporting
✅ Performance analytics & revenue attribution
✅ Platform migration between ESPs
✅ Cross-functional collaboration with product, design & analytics teams
Platforms:
🟤 Klaviyo
🔘 Iterable
🔵 Braze
🟠 SFMC
🟢 HubSpot
🟡 ActiveCampaign
⚪️ Omnisend
🔴 Brevo
🟠 Acoustic
🟢 Marketo
🟡 Mailchimp
⚪️ SendGrid
I'm open to ongoing projects and long-term partnerships, and always aim to find the best balance between quality, performance, and budget - whether you're building a retention program from scratch, optimizing an existing lifecycle setup, or need a reliable hand across the full email channel.
📩 Let's talk about your program.
Audience Segmentation & Targeting
Email Management
Email Deliverability
Email Marketing Strategy
Multiple Email Account Management
Email Campaign Setup
Email Campaign Optimization
Trigger Email Setup
Trigger Email Optimization
Email Automation
Email Testing
Email Marketing Report
Email Template Development
Email Marketing Consultation
HTML
Email Marketing
Salesforce Email Studio
Email Copywriting
Email List
Email Software
Marcus G.
Bradenton, Florida
$220/hr
5.0
76 jobs
Most companies that stall after finding product-market fit don't have an execution problem — they have a problem they can't yet name. The product became something new, the positioning quietly fell out of sync with it, and every downstream fix ends up treating a symptom. I'm the person operators bring in to see that pattern early and reframe the decision before money gets spent in the wrong direction.
That's the seat I sit in: holding strategy and execution in the same head at once, so the thinking survives contact with reality. The hard part was never picking a channel or a tool. It's carrying an ambiguous problem until it's clear enough to act on, then making sure what gets built actually matches the call.
At $220/hr I'm not the cheapest option, and I'm not trying to be. What you're paying for is judgment — getting the big calls right and steering you off the expensive wrong turns before you make them. Plus, I've been doing this a long time so I provide more value in fewer hours.
The execution is real, not theoretical. On inbound I work primarily in Pardot, HubSpot, and SharpSpring; on outbound I run programs through Instantly and Apollo, with Clay and Freckle underneath. Fifteen years ago I was one of Pardot's first hundred users and spoke at their inaugural User Conference — but the platforms were always the means, never the point.
One client, after cycling through four other fractional CMOs, called me the best they'd ever worked with. That's the bar I hold: not faster hands, but a clearer read on what the business actually needs to do next.
Pardot Marketing
Pardot
Marketing Automation Strategy
Marketing Automation Audit
Marketing Automation
Marketing Automation Software
Digital Marketing
SEMrush
Pardot Development
SharpSpring
Marketing Strategy
Audience Segmentation & Targeting
Search Engine Optimization
Business with 10-99 Employees
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