About This Gig
Get your sales team into action! I will configure your company, contact and deal properties, set up a deal pipeline and a couple of workflows to get your team started with some sales tasks. This gig includes documenting your sales process in Hubspot and a cheat sheet for your sales team. Expect a timeframe of a week. If you are setting up your first CRM or planning to migrate to Hubspot, I can help you create a solid data structure and sales process within Hubspot.
Why choose me? Well, I have a LOT of experience with Hubspot Sales Hub. With my latest client I have implemented multiple deal pipelines for various sales teams, along with all the sales documents, templates, snippets, workflows and forms that turbo-charge your sales team productivity. I have excellent analytical skills and love transforming the complex and opaque into something structured and precise. My passion is optimizing human processes using technology. I have 19 years’ experience of MarTech: consulting, implementations and migrations. My training background means I approach every project with a view of change management. I document everything. And most of all, I am a passionate fan of Hubspot.
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