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Mikhail O. AI, Automation and CRM Platforms

My name is Mikhail O. and I have over 3 years of experience in the tech industry. I specialize in the following technologies: Salesforce, n8n, API, AI Agent Development, AI Implementation, etc.. I hold a degree in Master of Technology (MTech). Some of the notable projects I’ve worked on include: Dynamics 365 Sales Enterprise Setup & Data Migration from HubSpot, AI-Powered Project Screening & Bid Automation System, Monday Enterprise Workspace Optimization, Pharmacy Digital Transformation:Monday.com, Google Workspace, DocuSign, JewelryAutomation: Google Sheets, HubSpot, QuickBooks, Gmail, Calendly, etc.. I am based in West Palm Beach, United States. I've successfully completed 45 projects while developing at Softaims.

I'm committed to continuous learning, always striving to stay current with the latest industry trends and technical methodologies. My work is driven by a genuine passion for solving complex, real-world challenges through creative and highly effective solutions. Through close collaboration with cross-functional teams, I've consistently helped businesses optimize critical processes, significantly improve user experiences, and build robust, scalable systems designed to last.

My professional philosophy is truly holistic: the goal isn't just to execute a task, but to deeply understand the project's broader business context. I place a high priority on user-centered design, maintaining rigorous quality standards, and directly achieving business goals—ensuring the solutions I build are technically sound and perfectly aligned with the client's vision. This rigorous approach is a hallmark of the development standards at Softaims.

Ultimately, my focus is on delivering measurable impact. I aim to contribute to impactful projects that directly help organizations grow and thrive in today’s highly competitive landscape. I look forward to continuing to drive success for clients as a key professional at Softaims.

Main technologies

  • AI, Automation and CRM Platforms

    3 years

  • Salesforce

    2 Years

  • n8n

    2 Years

  • API

    1 Year

Additional skills

  • Salesforce
  • n8n
  • API
  • AI Agent Development
  • AI Implementation
  • Zoho CRM
  • Make.com
  • Automation
  • Zapier
  • Pipedrive
  • CRM Software
  • NetSuite Development
  • Business Intelligence
  • HubSpot
  • Python
  • Games

Direct hire

Potentially possible

Previous Company

Salesforce

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Experience Highlights

Dynamics 365 Sales Enterprise Setup & Data Migration from HubSpot

Migrated 9,000+ contacts & 1,000 accounts from HubSpot/Access DB to Dynamics 365 Sales Enterprise. Created custom sales pipelines, automated workflows, and integrated Mailchimp. Processed 40,000 data rows with complete cleaning & validation. Built role-based notifications and custom fields. Delivered fully functional CRM optimized for client's specific business processes with seamless automation.

AI-Powered Project Screening & Bid Automation System | N8N | Claude

Revolutionized digital agency operations with AI-powered project screening system. Reduced response time from 6 hours to 15 minutes (95% faster), boosted monthly revenue by $45K, achieved 94% decision accuracy using dual Claude AI models. Automated processing of 200+ weekly applications with zero human intervention. Win rate increased from 23% to 31%. Complete transformation: Monday.com integration, smart categorization, predictive analytics. ROI: 500% within first year. Investment: $15K-$25K, 4-6 weeks implementation.

Monday Enterprise Workspace Optimization

Transformed complex Monday.com workspace from 16 chaotic boards to 2 streamlined boards using Enterprise-level access controls. Restructured user permissions, optimized automation workflows in Make, and created department-specific views while maintaining cross-team collaboration. Delivered 87.5% complexity reduction with enhanced functionality and personalized dashboards for each team member's unique needs.

Pharmacy Digital Transformation:Monday.com, Google Workspace, DocuSign

Transformed specialty pharmacy from operational chaos to streamlined efficiency. Built custom Monday.com ecosystem with 6 interconnected databases + 3 automated pipelines. Results: 75% reduction in search time, 40% capacity increase, 25% faster cash flow, 60% fewer overdue payments, $15K+ monthly losses prevented. Eliminated 100+ field chaos, created smart alerts & personalized dashboards. Full visibility into $20-30K medication courses. Tech: Monday.com, Google Workspace, DocuSign integration.

JewelryAutomation: Google Sheets, HubSpot, QuickBooks, Gmail, Calendly

Transformed custom jewelry manufacturer from 6 fragmented systems (Sheets, HubSpot, QuickBooks, Gmail, Calendly, Signal) to unified Monday.com ecosystem. Client spent 40% time on admin with high error risk. Built API integrations (Gmail, QuickBooks, Calendly) via Make.com with unique features: auto image extraction from emails, gemstone inventory tracking, quality control workflows. Results: admin time 40%→10%, response 24h→2h, +40% capacity, 80% automated communications, 6-month ROI.

Education

  • Sochi Institute of Economics and Information Technologies

    Master of Technology (MTech) in

    2009-01-01-2015-01-01

Languages

  • English
  • Estonian
  • Russian
  • Ukrainian

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