Shubham Bareja

Salesforce and ZOHO professional with 4.5 years of hands-on experience across Sales Cloud, Account Engagement (Pardot), CRM Analytics, and core Salesforce administration. Proven ability to design and optimize CRM processes through advanced configuration, automation, and data management. Skilled in building scalable flows, developing actionable CRMA dashboards, executing UAT, and supporting sales, service, and marketing functions. Adept at enhancing platform usability, improving operational efficiency, and delivering meaningful business insights. Experienced in API integrations, change sets, data pipelines, and collaborating with cross-functional teams to drive successful Salesforce-enabled outcomes

Project 1: End-to-End Sales Process Optimization (Sales Cloud)
Role: Salesforce Administrator
Overview: Revamped the sales lifecycle to improve lead qualification, opportunity tracking, and reporting accuracy for a global B2B sales team.
Key Contributions:
Configured record types, page layouts, validation rules, and optimized sales stages.
Built record-triggered flows to automate lead assignment, follow-ups, and opportunity updates.
Created custom reports & dashboards for pipeline visibility and forecasting accuracy.
Managed UAT, sandbox testing, and deployment via change sets.
Outcome: Reduced lead response time by ~30% and increased opportunity update accuracy across sales teams.

Project 2: Support Process Automation & Case Routing (Service Cloud)
Role: Salesforce Administrator
Overview: Improved support operations by automating case routing and setting up a structured escalation mechanism for a customer service team.
Key Contributions:
Implemented case assignment rules, escalation rules, queues, and automated email notifications.
Built flows to streamline case updates, SLA tracking, and routing based on priority & region.
Customized page layouts, fields, and record types to simplify agent workflows.
Delivered real-time service dashboards for management visibility.
Outcome: Enhanced case resolution speed by ~25% and improved SLA compliance through automated routing.

Project 3: Data Governance & Access Control Enhancement
Role: Salesforce Administrator
Overview: Strengthened org security and improved data accessibility for a multi-department Salesforce implementation.
Key Contributions:
Overhauled profiles, permission sets, role hierarchy, and organization-wide defaults (OWD).
Migrated and cleaned data using Data Loader & Workbench, ensuring high data accuracy.
Conducted security reviews, audit checks, and implemented field-level security & validation rules.
Created executive dashboards to monitor user activity, data quality, and adoption metrics.
Outcome: Improved system security posture while reducing access-related support tickets by ~40%

Project 4 : Dedicated Salesforce Administration & Support for Healthcare Client
Role: Salesforce Administrator (Dedicated Support)
Duration: Long-term engagement
Overview:
Served as the primary Salesforce Administrator for a large healthcare client, managing two parallel Salesforce environments and supporting their global sales operations. Acted as the bridge between the client, internal teams, and Japanese development partners to enhance system usability, resolve issues, and deliver custom solutions.
Key Responsibilities & Contributions:
Managed and maintained two Salesforce environments, ensuring stability, data integrity, and smooth daily operations for the sales support team.
Handled ticket resolution via Vivantion, troubleshooting issues related to data, access, automation, page layouts, flows, and UI inconsistencies.
Participated in client calls with Japanese developers, clearly explaining business requirements, custom development needs, and system behavior.
Created PPTs, documentation, and requirement briefs to help cross-functional teams understand processes, configurations, and enhancement requests
Performed data management tasks, including data imports/exports, deduplication, corrections, and data quality monitoring using Data Loader & Workbench.
Designed and delivered custom reports and dashboards to support sales performance tracking, pipeline visibility, and management reporting.
Executed user management tasks such as role updates, permission reviews, login troubleshooting, and security enhancements.
Assisted with UAT testing for new customizations and coordinated deployments using change sets.
Provided ongoing process improvements, recommending optimizations to page layouts, validation rules, flows, and record types to streamline day-to-day operations.
Outcome:
Improved operational efficiency across two Salesforce orgs, enhanced communication between technical and non-technical stakeholders, and significantly reduced recurring system issues through proactive administration and structured data management

Project 5: Zoho CRM Implementation for Horticulture Business
Role: Zoho Administrator
Overview: Led end-to-end Zoho CRM implementation for a horticulture business, migrating from MemberClicks and setting up a fully integrated Zoho ecosystem.
Key responsibilities and contributions: configured Zoho CRM from scratch, including custom modules, fields, page layouts, workflows, automation rules, and validation rules
Migrated complete data from MemberClicks to Zoho CRM with integrity and accuracy.
Integrated Zoho apps (Campaigns, Books, Desk, Projects) to enable seamless operations.
Imported and reconciled invoices and transactional data.
Developed automations and workflows to optimize lead management, invoicing, and reporting processes.
Provided training and documentation for internal users to ensure smooth adoption.
Outcome: Delivered a fully functional, automated Zoho CRM environment, improving operational efficiency and reporting accuracy.

Project 6: Zoho CRM implementation for trading company role: Zoho administrator

 Overview: Executed a full Zoho CRM setup for a trading company, migrating from Salesforce, and creating an integrated multi-app environment
Key Responsibilities & Contributions:
Implemented Zoho CRM modules, custom fields, workflows, automation rules, and validation rules tailored to the trading business process.
Migrated entire Salesforce data into Zoho CRM, ensuring consistency and accuracy.
Integrated Zoho apps for sales, inventory, and finance management, streamlining operations.
Imported invoices and transactional records from legacy systems.
Designed custom reports and dashboards for sales performance and business insights.
Ensured proper user roles, permissions, and security settings for smooth multi-user access.
Outcome: Enabled seamless operations post-migration, automated core processes, and enhanced reporting and analytics capabilities.

Project 7: Zoho CRM Implementation for Hospitality Business
Role: Zoho Administrator
Overview: Implemented Zoho CRM for a hospitality business, integrating with WordPress and migrating data from Salesforce.
Key Responsibilities & Contributions:
Created custom fields, modules, workflows, and automation rules to support hospitality operations.
Migrated complete Salesforce data to Zoho CRM while maintaining data integrity.
Integrated Zoho CRM with WordPress and other Zoho apps to manage bookings, invoices, and customer communications.
Imported and reconciled invoices and transactional records.
Developed reports and dashboards to track operational KPIs and customer interactions.
Collaborated with web developers and internal teams to align CRM with online booking workflows.
Configured user roles, profiles, and permissions for multiple departments.
Outcome: Delivered a fully functional, integrated CRM solution that enhanced customer management, invoicing, and reporting efficiency.

• Data Migration • Data Quality Management • Deduplication • Reporting & Dashboards
  Cross-team Collaboration • Problem Solving • Documentation & User Training
  Tools: Jira • Confluence • Data Loader • Workbench

• Senior Salesforce and ZOHO Administrator Cloud Analogy 06/2023 – present NOIDA, UTTAR PRADESH, INDIA
• Salesforce Administrator 06/21 – 06/2023 NOIDA, UTTAR PRADESH, INDIA

• Star Ranger Award – Cloud Analogy
  Recognized for exceptional performance, commitment to quality, and consistently delivering high-impact Salesforce solutions.
• Multiple Client Appreciations (Email Recognition)
  Received several client appreciation emails for outstanding support, timely delivery, and driving measurable improvements in CRM processes and user experience.