Ishu Bansal

Enabled bi-directional synchronization for real-time updates of sales and financial data between QuickBooks and Salesforce. Integrated invoices, payments, and financial transactions for a comprehensive view of customer accounts, ensuring data consistency and compliance.

Designed and implemented a seamless integration between Salesforce and Stripe using REST APIs to automate invoicing and payment processing. Developed functionality to automatically capture payment information, update invoice statuses, and handle payment failures, minimizing manual intervention.

Architected a unified customer support solution using Salesforce Service Cloud to optimize case management, live chat, and order inquiries for an e-commerce platform. Integrated CRM with order management and inventory systems, enhancing customer experience through self-service and AI-powered chatbots.

Architected a scalable Partner Portal on Salesforce Experience Cloud for a global manufacturing firm, streamlining partner onboarding, deal registration, and support. Integrated Sales Cloud and CPQ for seamless quote management, enhancing channel partner engagement.

Developed and customized Salesforce Education Cloud to manage student admissions, enrollment, and engagement processes. Built automation using Flows and Apex for lead management and application tracking, integrating external student systems and implementing custom dashboards.

Optimized Salesforce Sales Cloud for an IT consulting firm, improving lead conversion rates, streamlining sales processes, and enhancing reporting capabilities. Conducted in-depth analysis of existing processes and implemented custom lead scoring and qualification criteria.

Designed and developed a lead management solution in Salesforce Financial Services Cloud, streamlining lead capture, routing, and nurturing processes. Implemented automation using Flow and Apex, integrating third-party lead sources and building real-time dashboards.

Implemented Healthcare Service Automation using Salesforce Health Cloud to streamline patient intake, automate referrals, and integrate EHR systems. Defined data governance policies and HIPAA-compliant architecture, ensuring improved care coordination.

Architected a global Salesforce Sales Cloud implementation across 20+ countries and 5 business units, standardizing sales processes, territory alignment, forecasting, and reporting. Oversaw change management, user adoption, and governance framework for a multinational enterprise.