CRM Setup and Data Migration
Budget: $4 – $20 USD
We are a fast growing digital marketing company looking to set up a new crm, we are moving from Hubspot to SuiteDash. We have completed basic setup but need someone to complete the project for us.
Responsibilities:
Setup CRM based on outlined parameters
- Create custom fields for companies, contacts and projects
- Research and identify what features we should be using other than mentioned above
- Create White Label version for company branding
Provide recommendations on how to utilize for work flow efficiency
Migrate client data from Hubspot to SuiteDash
Requirements:
Experience working with Digital Marketing Agencies
Understanding of our industry
Previous CRM system creation experience
Self motivated and efficient with time
SuiteDash experience a plus
For the right person, this will turn into regular work for the company.
Responsibilities:
Setup CRM based on outlined parameters
- Create custom fields for companies, contacts and projects
- Research and identify what features we should be using other than mentioned above
- Create White Label version for company branding
Provide recommendations on how to utilize for work flow efficiency
Migrate client data from Hubspot to SuiteDash
Requirements:
Experience working with Digital Marketing Agencies
Understanding of our industry
Previous CRM system creation experience
Self motivated and efficient with time
SuiteDash experience a plus
For the right person, this will turn into regular work for the company.