Setup a new HubSpot Enterprise
Budget: $30 – $250 CAD
I am looking for a freelancer experienced in setting up HubSpot CRM systems with Enterprise features, including pipelines, reports, notifications, automation, teams, etc.
Setup will include but not limited to:
- Up to 20 custom properties
- Teams and users
- 3 Currencies
- 2 separate deal pipelines with customized deal stages
- Configure product library
- Template for importing contacts and deals
- Sales dashboard with 5 reports that focus on our deals and sales. Track our team's activities with prospects and also in deals. Including:
* Team activity by activity date
* Contacts created and worked total with deals created and won totals
* Deal revenue forecast by stage
* Deals closed total
* Team activity total
- Sales opportunity review dashboard with at least 9 reports that focus on the overall performance of our sales team for the month. Including:
* Deals open by close date of this month
* Closed revenue per day
* Deal stage weighted revenue per day
* Deals create totals
* Calls made
* Meetings booked
* Meetings booked total by type
* Deal amount average by rep
* Deal average time spent in each stage
- 3 custom reports (single object)
- Define Contact mandatory Fields upon creation (creation form)
- Define Company mandatory Fields upon creation (creation form)
- Define Deal mandatory Fields upon creation (creation form)
- Define Pipelienie Mandatory Fields
- Create separate custom record views per team
- Create 3 custom notifications such as:
* Contact that has not been connected for X days, Sent contacts owner a notification
* Contact is ""Stuck"" in ""Attempted to connect"" Lead status for over X days, send a notification to the owner of the contact
* Deal is ""Stuck"" over X days - Send notification to the deal owner"
- Create Playbook with Embed properties - 1 playbook
PLEASE READ THE PROJECT DESCRIPTION PRIOR TO PLACING A BID.
Setup will include but not limited to:
- Up to 20 custom properties
- Teams and users
- 3 Currencies
- 2 separate deal pipelines with customized deal stages
- Configure product library
- Template for importing contacts and deals
- Sales dashboard with 5 reports that focus on our deals and sales. Track our team's activities with prospects and also in deals. Including:
* Team activity by activity date
* Contacts created and worked total with deals created and won totals
* Deal revenue forecast by stage
* Deals closed total
* Team activity total
- Sales opportunity review dashboard with at least 9 reports that focus on the overall performance of our sales team for the month. Including:
* Deals open by close date of this month
* Closed revenue per day
* Deal stage weighted revenue per day
* Deals create totals
* Calls made
* Meetings booked
* Meetings booked total by type
* Deal amount average by rep
* Deal average time spent in each stage
- 3 custom reports (single object)
- Define Contact mandatory Fields upon creation (creation form)
- Define Company mandatory Fields upon creation (creation form)
- Define Deal mandatory Fields upon creation (creation form)
- Define Pipelienie Mandatory Fields
- Create separate custom record views per team
- Create 3 custom notifications such as:
* Contact that has not been connected for X days, Sent contacts owner a notification
* Contact is ""Stuck"" in ""Attempted to connect"" Lead status for over X days, send a notification to the owner of the contact
* Deal is ""Stuck"" over X days - Send notification to the deal owner"
- Create Playbook with Embed properties - 1 playbook
PLEASE READ THE PROJECT DESCRIPTION PRIOR TO PLACING A BID.