Hi, my name is
Yogesh Pal.
I make Salesforce & Certinia work for your business.
I'm a Salesforce and Certinia consultant who designs, implements, and optimizes CRM and professional services automation solutions — helping teams streamline operations and get more from their platforms.
About Me
I'm Yogesh Pal, a Salesforce and Certinia consultant who helps businesses streamline their operations and get the most out of their CRM and professional services platforms.
I work across the full delivery lifecycle — gathering requirements, designing scalable solutions, configuring and customizing Salesforce and Certinia, and enabling teams to adopt them with confidence.
Whether it's a new implementation, a complex integration, or optimizing an existing org, I focus on solutions that are reliable, maintainable, and aligned with real business goals.
Quick Facts
- ▶Salesforce & Certinia Consultant
- ▶CRM & Professional Services Automation
- ▶Implementation, integration & optimization
- ▶Open to new projects & collaboration
Skills
Salesforce
Certinia
Development & Integration
Consulting
Projects
Salesforce CRM Implementation
End-to-end Sales Cloud implementation including data migration, custom objects, automation with Flows, and user enablement.
Certinia PSA Rollout
Implemented Certinia Professional Services Automation to streamline resource management, project accounting, and billing.
Salesforce Integration
Integrated Salesforce with external systems via REST APIs and middleware for reliable, real-time data flow.
Blog
No posts published yet.
Get In Touch
I'm always open to discussing new projects, creative ideas, or opportunities to be part of your vision. Feel free to reach out!