HubSpot Sales Implementation & Integration
Budget: $250 – $750 USD
We are a cabinet manufacturer in Phoenix. We need to roll out HubSpot for our sales department to track deals. We would also like track the interaction with clients as they go through the cabinetry design steps to (track email comms).
You MUST HAVE Hubspot implemenation experience.
We need an expert who can get us from a clean slate to a fully functioning system.
We are open to suggestions. We don't know....what we don't know.
Here’s what I need you to do:
• Scrub and import our CSV file of specific Arizona businesses. This includes several data points from their Houzz.com profile.
• Configure the HubSpot CRM from scratch, tailoring pipelines, our 9 deal stages, and custom properties that fit our current sales flow.
• De-duplicate and import contact information (CSV) from various email clients (Outlook, Thunderbird, etc) used in the company.
• Build email marketing assets inside HubSpot—templates, lists, and simple nurturing sequences—so we can start engaging leads immediately.
• Connect any forms and lead capture from our website straight into the CRM.
• Set up reporting dashboards covering lead generation, deal progress, and individual rep performance for quick at-a-glance tracking.
• Provide a hand-over session or recorded walkthrough that shows our team how to execute day-to-day tasks and read the new dashboards.
I’m only planning to use HubSpot’s CRM and Email Marketing tools for now, so your configuration should stick to those features but leave room for future Sales Automation add-ons. If you’ve done a similar end-to-end implementation, share a concise overview of it when you apply.
You MUST HAVE Hubspot implemenation experience.
We need an expert who can get us from a clean slate to a fully functioning system.
We are open to suggestions. We don't know....what we don't know.
Here’s what I need you to do:
• Scrub and import our CSV file of specific Arizona businesses. This includes several data points from their Houzz.com profile.
• Configure the HubSpot CRM from scratch, tailoring pipelines, our 9 deal stages, and custom properties that fit our current sales flow.
• De-duplicate and import contact information (CSV) from various email clients (Outlook, Thunderbird, etc) used in the company.
• Build email marketing assets inside HubSpot—templates, lists, and simple nurturing sequences—so we can start engaging leads immediately.
• Connect any forms and lead capture from our website straight into the CRM.
• Set up reporting dashboards covering lead generation, deal progress, and individual rep performance for quick at-a-glance tracking.
• Provide a hand-over session or recorded walkthrough that shows our team how to execute day-to-day tasks and read the new dashboards.
I’m only planning to use HubSpot’s CRM and Email Marketing tools for now, so your configuration should stick to those features but leave room for future Sales Automation add-ons. If you’ve done a similar end-to-end implementation, share a concise overview of it when you apply.
Related categories:
Marketing
CRM
Email Marketing
Mailchimp
Sales Management
Lead Generation
Hubspot
Hubspot Marketing
Business Development