Enterprise CRM · AI Integration · Digital Transformation

Enterprise CRM, reimagined with AI.

I help enterprise teams modernize their Salesforce stack — integrating AI agents, unifying customer data, and turning complex business workflows into intelligent, automated systems.

Get in touch See my journey
13+
Years Experience
10×
Certifications
6+
Enterprise Programs
LinkedIn GitHub Vancouver, Canada
Rahul Madhwani headshot
Available

About

From CRM to Intelligent Business Engine

I help enterprise teams modernize their CRM using AI and Salesforce — turning disconnected workflows into intelligent, automated systems. With 13+ years in the Salesforce ecosystem and a deep focus on emerging AI, I sit at the intersection of business strategy and technical architecture. I've shipped solutions for RBC, Scotiabank, and high-growth fintechs — from Financial Services Cloud rollouts to org-wide agentic AI layers on Salesforce.

My current focus is integrating third-party AI agents into Salesforce to eliminate manual overhead, accelerate deal cycles, and give enterprise sales teams an unfair advantage.

Experience

A timeline of roles & impact

  1. Senior Salesforce Business Systems Analyst

    Apr 2026 — Present

    Infoblox · Burnaby, BC

    • Leading the integration of third-party AI agents into Salesforce — building an org-wide agentic automation layer that eliminates manual data entry and accelerates deal cycles, improving team efficiency by 50%.
    • Collaborating cross-functionally to embed AI-driven automation across the sales process — reducing friction between pipeline stages and enabling the sales team to close faster with less administrative overhead.

  2. Senior Salesforce Consultant (Functional/Business)

    May 2022 — Dec 2025

    Persistent Systems / StriveSoft Inc. · Canada

    • Owned end-to-end delivery of a Business Loans Underwriting journey on Sales Cloud — managed backlog, sprint planning, and stakeholder alignment.
    • Designed Service Cloud enhancements (Omni-Channel routing, Einstein Bots, self-serve knowledge) that reduced case volume and improved agent efficiency.

  3. Business Analysis Specialist (Salesforce)

    Apr 2021 — May 2022

    Scotiabank · Toronto, ON

    • Translated business requirements into solution architecture blueprints adopted by delivery teams.
    • Led project scoping, configuration, and data mapping across cross-functional banking stakeholders.

  4. Sr. Techno-Functional Consultant

    Oct 2018 — Apr 2021

    RBC · Toronto, ON

    • Designed and implemented scalable Salesforce solutions across Development, Infrastructure, and Operations teams.
    • Maintained deep subject-matter expertise across functional and solution architecture throughout the SDLC.

  5. Functional Consultant

    Sep 2016 — Sep 2018

    RBC · Toronto, ON

    • Partnered with developers to translate business needs into well-documented Salesforce solutions.
    • Authored Business Processes, Functional Specifications, and Executive Summaries for senior stakeholders.

  6. Sr. Technical Support Analyst (Salesforce)

    Jul 2012 — Dec 2015

    HCLTech · Noida, India

    • Troubleshot complex Salesforce API, Apex, and Visualforce integrations for global enterprise customers.
    • Delivered internal training across technical tooling, accelerating onboarding for new hires.

Skills

What I bring to the table

Copado

Sales CloudService CloudExperience CloudFinancial Services CloudField Service LightningAgentforceSalesforce Data CloudEinstein BotsCustomer 360Salesforce AI

AI & Automation Tools

LLMs — ChatGPT, Claude, GeminiAgentic Frameworks — CrewAI, LangChain, AutoGen, n8nAI Dev Tools — Cursor, GitHub Copilot, LovableIntegration & Automation — Make, Zapier, REST APIs

Delivery & Leadership

Agile / SDLCProduct Backlog OwnershipSprint PlanningPre-Sales & SOWStakeholder Management

Tools & Practices

CopadoOmni-ChannelSolution ArchitectureProcess Re-engineeringData Mapping

Certifications

Credentials & continued learning

Salesforce Certified Agentforce Specialist

Salesforce

Salesforce Certified Data 360 Consultant

Salesforce

Salesforce Certified Agentforce Service Consultant

Salesforce

Salesforce Certified Platform Developer

Salesforce

Salesforce Certified Platform Foundations

Salesforce

Salesforce Certified Business Analyst

Salesforce

Salesforce Certified Platform Administrator

Salesforce

Salesforce Certified AI Associate

Salesforce

Copado Certified Fundamentals I

Salesforce

Copado Certified Fundamentals II

Copado

Projects

Selected highlights

Fintech Process Re-engineering

Built the Salesforce foundation for an LOC underwriting journey — automating the path from sales opportunity to underwriter approval and funding.

Sales CloudUnderwritingAutomation

Client Experience (CX) Transformation

Delivered Service Cloud enhancements with self-guided knowledge, Omni-Channel routing, and Einstein Bots that automated case management at scale.

Service CloudEinstein BotsOmni-Channel

Banking Modernization at RBC & Scotiabank

Modernized legacy CRM workflows for two Canadian banking giants, aligning technical architecture with regulated business processes.

FSCEnterpriseArchitecture

Education: Post-Graduate Certificate in Information Systems Business Analysis (George Brown College) · M.A. Economics (IGNOU) · B.Sc. Computer Science (Delhi University)

Contact

Let's build something intelligent.

Whether you're exploring AI integration for your Salesforce org, modernizing a legacy CRM, or scoping an agentic automation pilot — I'd love to hear about it. Let's talk about what's possible.

rahul.madhwani145@gmail.com LinkedIn GitHub