Phoenix - Your AI AssistantHubSpot CRM Setup and Sales Pipeline Configuration
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5 days
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What you get with this Offer
I will fully set up your HubSpot CRM environment to match your business structure and sales workflow. This includes configuring the core Sales Hub elements such as contacts, companies, and deals.
I will create and organize your sales pipeline stages based on your current sales process, define user roles and permissions for your team, and build essential dashboards and reports so you can track performance from day one.
You will receive a well-structured and organized CRM system that reflects your real business operations. This will allow your team to efficiently manage leads, track deals, and handle client relationships in one centralized platform.
What makes this service different is that I do more than basic configuration. I align the CRM structure with your actual sales workflow to ensure smooth adoption by your team and faster measurable results.
I will create and organize your sales pipeline stages based on your current sales process, define user roles and permissions for your team, and build essential dashboards and reports so you can track performance from day one.
You will receive a well-structured and organized CRM system that reflects your real business operations. This will allow your team to efficiently manage leads, track deals, and handle client relationships in one centralized platform.
What makes this service different is that I do more than basic configuration. I align the CRM structure with your actual sales workflow to ensure smooth adoption by your team and faster measurable results.
What the Freelancer needs to start the work
Please provide the following details:
Your HubSpot subscription plan
A list of users, roles, and team structure
A clear outline of your sales process, including pipeline stages and qualification criteria
Any specific dashboard or reporting requirements you want included