Based in Indianapolis (EST), I am an experienced Salesforce Architect/ Developer/ Consultant/ Admin.Carrying with me over several years of experience, my passion is architecting and implementing CRM solutions on Salesforce platform that are scalable, easy to adapt, intuitive and follow best industry practices. I have extensive experience implementing Sales, Service, Marketing, B2C Commerce and CX solutions of all sizes and complexities spanning across several industry domains (Life Sciences, Retail, Non Profit, Manufacturing, Real Estate, Finance, Fitness, Wineries, Hospitality, Energy & Utility, PetCare etc.)Have completed over 45 Salesforce implementations so far comprising Sales Cloud, Service Cloud, B2C Commerce Cloud, Health Cloud, Revenue Cloud (CPQ), Customer Portal, Partner Portal (PRM) and Veeva CRMGot plenty of experience with designing and implementing a variety of CRM processes from the scratch - Lead Management, Opportunity Management, Forecasting & Pipeline Management, Accounts & Contacts, Case Management, SLAs, Knowledge Management, Quotes & Sales Orders, Billing, Invoicing, Call Centers, and many. more.My clients admire me for my consulting, problem solving and designing skills. I work directly with business stakeholders helping them come up with right business requirements and solution design.Have extensive depth and breadth of projects on Salesforce -IMPLEMENTATIONS - Fresh implementations, Sales/Service process setup & automation, Reporting, Customer and Partner/PRM PortalsINTEGRATIONS - Have integrated Salesforce with ZenDesk, Quickbooks, Netsuite, Slack, HubSpot, Pardot, Marketing Cloud, Mail Chimp, Drift, Google Sheets, Docusign, STRIPE, Teachables, Snowflake, JIRA, Outreach.IO, Salesloft and many moreCUSTOMIZATIONS - Flows, Apex, LWC, Lightning, Triggers, ClassesAPP DEVELOPMENT - Custom App Development for AppExchangeADMINISTRATION - Security, SSO, User Setup, Custom Objects, Page Layouts, Automations, ReportingREPORTING/ ANALYTICS - Sales Reports, Service Desk KPIs, Forecasting, Pipeline reports, Lead/ Opportunity Funnel, SLAs and other custom reportsMy technology/tool stack comprises -- Salesforce Sales and Service Cloud- Experience Cloud, Revenue Cloud (CPQ)- Health Cloud- Marketing Cloud- Pardot- Hubspot, Mail Chimp- B2C Commerce Cloud- Veeva CRM and Veeva Vault- Informatica Cloud (Development, Administration)- Data warehousing, Data Modeling- SQL, PL/SQL- Zapier
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Ceo | FounderBrandnotes Jan 2020 - PresentZionsville, Indiana, United States
Frequently Asked Questions about Ruchi Gupta
What company does Ruchi Gupta work for?
Ruchi Gupta works for Brandnotes
What is Ruchi Gupta's role at the current company?
Ruchi Gupta's current role is Transforming Customer Success with Salesforce!.
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Ruchi Gupta
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Ruchi Gupta
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