Salesforce Migration from HubSpot CRM
Budget: $750 – $1,500 AUD
I am in need of a seasoned Salesforce specialist to transfer my existing CRM system from HubSpot to Salesforce. The task will include the following responsibilities:
Our core need right now is in the sales space only with contact and opportunity management. We have approx 5 users of the system.
- Migrating Contact Management: All my contacts (approx 1500) in HubSpot should be accurately transferred to Salesforce.
- Deal Tracking: The current deal tracking process has to be mirrored in Salesforce to maintain consistency. ( Approx 80 opportunities)
- Email Integration: Emails should be fully integrated with the Salesforce CRM system for seamless communication and tracking.
The project will need a moderate level of customization to include some specific features of my current CRM in HubSpot.
In particular as we are a software company we require to have products set up in Salesforce for SaaS and Project services.
We want to take advantage of the forecast categories within Salesforce of Omitted, Best Case, Pipeline etc for our reporting.
Ideal skills and experience:
- Expertise in Salesforce and HubSpot CRM systems
- Proven experience in CRM data migration
- Demonstrated skills in custom Salesforce development
We anticipate that the initial set up will include a planning phase, execution and review.
Our core need right now is in the sales space only with contact and opportunity management. We have approx 5 users of the system.
- Migrating Contact Management: All my contacts (approx 1500) in HubSpot should be accurately transferred to Salesforce.
- Deal Tracking: The current deal tracking process has to be mirrored in Salesforce to maintain consistency. ( Approx 80 opportunities)
- Email Integration: Emails should be fully integrated with the Salesforce CRM system for seamless communication and tracking.
The project will need a moderate level of customization to include some specific features of my current CRM in HubSpot.
In particular as we are a software company we require to have products set up in Salesforce for SaaS and Project services.
We want to take advantage of the forecast categories within Salesforce of Omitted, Best Case, Pipeline etc for our reporting.
Ideal skills and experience:
- Expertise in Salesforce and HubSpot CRM systems
- Proven experience in CRM data migration
- Demonstrated skills in custom Salesforce development
We anticipate that the initial set up will include a planning phase, execution and review.