Freelance › Freelancers services › Advertising and marketing › CRM Setup & Automation for HubSpot and Salesforce
CRM Setup & Automation for HubSpot and Salesforce
Service description
I set up and customize HubSpot and Salesforce so your CRM finally matches the way your team actually sells. Most CRMs fail not because the tool is weak but because it was rolled out with default stages, empty fields and no automation behind them. I start by mapping your sales process end to end, then rebuild the pipeline, deal stages and lifecycle so every record moves forward for a reason. Custom properties are defined to capture exactly what your managers and your reports need, nothing more and nothing that will rot into stale data.
On top of that structure I build the automation that removes manual busywork. Workflows assign owners, rotate leads, send follow-up sequences, update deal fields, create tasks and trigger internal notifications at the right moment. I connect the CRM to your website forms, landing pages and email so new contacts land clean and enriched instead of arriving as duplicates. Where you already run other tools, I wire up integrations through native connectors or the API, so data flows both ways without anyone copying and pasting between tabs.
Finally I make the system trustworthy. I clean and deduplicate existing records, normalize company and contact data, fix broken associations and set validation rules so garbage never gets back in. Then I build dashboards and reports that show pipeline, conversion by stage, manager performance and forecast in plain numbers your leadership will actually open. You get documentation, a short training session for the team and a CRM that fits your process rather than forcing you into someone else's template.
— Pipeline, stages and lifecycle design
— Custom properties, records and layouts
— Workflows, sequences and automation
— Website, form and email integration
— Data cleanup, dedup and reporting
On top of that structure I build the automation that removes manual busywork. Workflows assign owners, rotate leads, send follow-up sequences, update deal fields, create tasks and trigger internal notifications at the right moment. I connect the CRM to your website forms, landing pages and email so new contacts land clean and enriched instead of arriving as duplicates. Where you already run other tools, I wire up integrations through native connectors or the API, so data flows both ways without anyone copying and pasting between tabs.
Finally I make the system trustworthy. I clean and deduplicate existing records, normalize company and contact data, fix broken associations and set validation rules so garbage never gets back in. Then I build dashboards and reports that show pipeline, conversion by stage, manager performance and forecast in plain numbers your leadership will actually open. You get documentation, a short training session for the team and a CRM that fits your process rather than forcing you into someone else's template.
— Pipeline, stages and lifecycle design
— Custom properties, records and layouts
— Workflows, sequences and automation
— Website, form and email integration
— Data cleanup, dedup and reporting
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