Professional Overview
Zarna Naik is the Founder and Proprietor of YES CRM Consultants, a Mumbai-based company established in 2012 specializing in Customer Relationship Management (CRM) consulting, implementation, training, and customer support with a primary focus on Salesforce.com and Zoho CRM platforms. She has been an active participant in the SaaS-based solutions ecosystem since 2010, bringing over a decade of experience in CRM technologies.
Her leadership at YES CRM includes oversight of the technical team to ensure timely delivery of high-quality service to clients. The company is recognized for its deep domain expertise in the medical and healthcare industries, which aligns with Zarna’s background and professional focus.
Educational Background
- Bachelor of Dental Surgery (BDS) from a leading dental institution in Mumbai, India.
- Postgraduate Degree in Health Informatics from Georgia State University – J. Mack Robinson College of Business, USA (2007–2009), specializing in health informatics which complements her CRM consultancy in healthcare.
Certifications and Technical Expertise
Zarna holds multiple Salesforce.com certifications reflecting her technical proficiency and consultancy expertise:
- Salesforce.com Certified Sales Cloud Consultant (Issued Oct 2011)
- Salesforce.com Certified Developer (Issued Jun 2011)
- Salesforce.com Certified Service Cloud Consultant (Issued Jun 2011)
- Salesforce.com Certified Administrator
- Salesforce.com Certified Consultant
Additionally, she has completed Salesforce Trailhead Spring '16 Release certifications, demonstrating ongoing engagement with Salesforce updates and capabilities.
Professional Experience and Roles
- Founder and leader of YES CRM Consultants since 2012, with direct accountability for business strategy, client relations, and operational execution.
- Extensive experience advising global clients, particularly within the healthcare sector, on CRM adoption and optimization to streamline operations and improve service delivery.
- Active involvement in industry events and forums, including the Great India Sales, Marketing & Service Summit 2025 and participation in Zoholics 2025, indicating engagement with current trends and emerging solutions in CRM and SaaS ecosystems.
- Advocates and promotes remote Salesforce CRM and Zoho CRM implementations, signaling adaptability to hybrid and virtual client environments.
Language Proficiency
- English
- Hindi
- Marathi
- Gujarati
These linguistic capabilities allow her to communicate effectively across diverse regional and international client bases.
Industry Positioning and Influence
- YES CRM Consultants is well-regarded in the CRM consulting space in India, with several public mentions reflecting a positive workplace culture and effective leadership attributed to Zarna’s management style.
- The firm provides a suite of CRM-related services including Salesforce and Zoho CRM consulting, implementation, training, and support, targeting mid-size to enterprise clients.
- The company is noted for hiring Salesforce consultants and developers, reflective of a growing team to support expanding client demand and solution delivery.
- Zarna is recognized for delivering quality solutions within stipulated timelines, supported by peer recommendations highlighting her attention to detail, solution-oriented approach, and effective client training delivery.
Social Media and Public Engagement
- Maintains an active LinkedIn presence ([linkedin.com/in/zarnadesai](https://www.linkedin.com/in/zarnadesai)), with over 2,000 followers and 500+ professional connections, indicating substantial industry networking.
- Shares thought leadership content related to Salesforce developer job opportunities, Salesforce admin training, and hiring needs at YES CRM.
- Active on X (formerly Twitter) discussing company initiatives and industry events, including partnerships with Zoho and Salesforce ecosystem developments.
Contact and Company Information
- Location: Mumbai Area, Maharashtra, India
- Contact Email: info@yescrm.org (general company contact)
- Company Website: [yescrm.org](https://www.yescrm.org)
- Phone contact details are available but not fully disclosed, indicating privacy-conscious communication.
Summary:
Zarna Naik is a highly qualified CRM expert and entrepreneur with specific expertise in Salesforce and Zoho CRM platforms, focusing on providing technology-driven solutions to the healthcare and SaaS industries through her firm, YES CRM Consultants. Her combined academic background in dental surgery and health informatics positions her uniquely to understand and address industry-specific challenges. Her leadership reflects a commitment to quality, customer-centric service, and continuous professional development within the evolving CRM landscape in India.
