HubSpot CRM Customization and Optimization

$30-70 USD

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$30-70 USD

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Description: I am looking for a skilled HubSpot specialist to help customize and optimize the free version of HubSpot CRM based on the data provided in a CSV file. The goal is to streamline contact management and improve operational efficiency by creating a tailored CRM setup that aligns with the data structure and business needs. Project Requirements: Data Import: Review and clean the data from the provided CSV file to ensure proper formatting. Map the data fields to HubSpot properties during import (e.g., "Company" to "Company Name," "City" to "Location"). Custom Property Creation: Create custom properties in HubSpot for fields such as "Range" and other unique categories in the data that are not part of HubSpot's default properties. Contact Segmentation: Configure filters and dynamic lists based on key fields like "City," "Range," or any other relevant data points to enable segmented views and targeted communication. Pipeline Setup (if applicable): Adjust or create deal pipelines to align with the operational processes of the business, ensuring smooth tracking of workflows. Dashboard Personalization: Set up personalized dashboards and reports for visualizing key metrics and monitoring imported contact data effectively. Automation Suggestions: Recommend automation options within the free version of HubSpot, such as task notifications or basic workflows, to improve productivity. Documentation and Training: Provide a brief guide or training session to help the team understand how to navigate and use the customized CRM efficiently. Deliverables: Fully customized and operational HubSpot CRM tailored to the data provided. Clean and segmented contact lists with appropriate filters. A detailed document or video tutorial explaining the setup and usage of the customized CRM. Ideal Freelancer Skills: Expertise in HubSpot CRM (free version). Experience with data import and mapping from CSV files. Proficiency in creating custom properties and optimizing CRM workflows. Attention to detail and strong communication skills for effective collaboration. Objective: The ultimate goal is to create a streamlined, easy-to-use CRM that enhances contact management and supports future growth.

Projekt-ID: 39029361

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8 freelancere byder i gennemsnit $48 USD på dette job

@scriptzguru

As a seasoned HubSpot specialist, I not only have professional proficiency with the free version of HubSpot CRM but also an excellent understanding of data import and mapping from CSV files. My dexterity in this area will ensure that your provided data is not only properly reviewed and formatted but meticulously aligned in line with HubSpot's different properties. Additionally, my experience in creating custom properties and optimizing CRM workflows comes into play perfectly for the unique categories you mentioned in your project description. To further foster transparency and ease-of-use, I provide detailed documentation or video training explainers that will help navigate and understand the customized CRM more effectively. This combined with my knack for spotting automation options within HubSpot's free version (like task notifications or basic workflows) will not only improve productivity but provide you with sustainable value in the long run. By choosing me, you'll be tapping into an array of skills honed across various sizes of projects so let’s make sure this project is about finding solutions that last!

$70 USD på 7 dage

4,9

(89 anmeldelser)

6,4

@abdoa456

We can provide an experienced Node.js developer (5+ years) with expertise in API development, CI/CD, AWS, microservices, Stripe integration, PostgreSQL, and AI systems integration. The developer follows SOLID principles, creates ER diagrams, and ensures scalable, high-performance backend solutions. The test will be delivered within three business days, followed by an interview with your team. Let’s discuss further details.

$40 USD på 7 dage

5,0

(1 bedømmelse)

1,8

@danialiskandar7

Hi there! I'm Danial, your HubSpot CRM specialist. While my profile focuses on Logo Design, my passion for delivering excellent outcomes extends to other areas like Excel - which is a crucial element in your project. Retaining significant attention to detail, I will thoroughly review and clean the data from your CSV file before importing it into HubSpot CRM. Moreover, my proficiency in creating custom properties and optimizing workflows will greatly benefit your project. I can tailor unique CRM setups aligned with your data structure and business needs, ensuring efficient contact management that enhances operational processes and paves the way for future growth. During our collaboration, I'll go above and beyond just delivering what's required. I'm offering you personalized dashboards and reports that allow seamless understanding of key metrics and thorough training sessions post-setup to ensure complete usage comprehension. My diversified skills also encompass graphic design which can be a valuable asset for your marketing materials, posters and brochures creation Needs more space Let's optimize your HubSpot CRM together!

$50 USD på 7 dage

0,0

(0 anmeldelser)

0,0

@eigthtevening61

Let's make the HubSpot customization project application together. My proficiency in optimizing HubSpot CRM dates back to three years during which I specialized in optimizing marketing systems to promote enterprise development and workflow improvement. Your project aligns perfectly with my expertise: Data Import & Mapping: My work focuses on delivering proper formatting while precisely mapping all custom fields including "Range" for delivering seamless integration solutions. Custom Properties & Segmentation: I design specific database fields along with automatic contact list features that facilitate both customer-specific outreach methods and automated relationship management. Pipeline & Dashboard Setup: Actionable insights emerge from my dashboard setups while pipelines receive my configuration to boost team performance. Training & Documentation: The teams receive training combined with understandable guides for navigating through customized CRM systems to extract maximum benefit. My professional approach to CRM development features detailed work along with teamwork and business-critical software design so your operational performance grows. Together we will explore your objectives followed by how I can help turn vision into reality. Looking forward to your response!

$40 USD på 2 dage

0,0

(0 anmeldelser)

0,0

@Madnikpvtltd

Experienced HubSpot specialist with a proven track record of customizing and optimizing CRM solutions to meet unique business needs. I can help streamline your contact management by: Importing and mapping your CSV data seamlessly into HubSpot. Creating custom properties like 'Range' and other relevant categories for accurate data representation. Setting up filters, dynamic lists, and contact segmentation for targeted communication. Customizing pipelines and dashboards for efficient workflow tracking and metric visualization. Additionally, I will provide a comprehensive guide or training session to ensure your team can navigate and use the tailored CRM confidently. With expertise in HubSpot CRM, data mapping, and workflow optimization, I am committed to delivering a user-friendly and efficient solution aligned with your business objectives. Let's collaborate to create a streamlined system that supports your operational efficiency and future growth. I am Open to discuss about the project in the chat box. Best Regards

$60 USD på 7 dage

0,0

(0 anmeldelser)

0,0

@Huda0404

And not only am I a HubSpot Certified Specialist, but I've also got a knack for data management and attention to detail, two vital skills when it comes to customizing and optimizing CRM systems. Over the years, I've helped numerous businesses like yourself streamline their contact management process and build tailored CRM systemsbased on specific business needs.. Lastly, with my experience in automation within the free version of HubSpot, I can optimize your team's productivity by setting up basic workflows or task notifications as needed. Post project completion, I'll provide you with a detailed /! document or video tutorial explaining the setup and usage of the customized CRM system so that you're equipped to make the most out of this new tool going forward. Let's connect soon to discuss how we can tailor this project better to suit your unique requirements.

$50 USD på 7 dage

0,0

(0 anmeldelser)

0,0

@marwanelhabashi

Hello, I’m Marwan Elhabashi, a Data Analyst and HubSpot CRM specialist with over 4 years of experience in data analysis, migration, and CRM optimization. My 1.5 years of remote work for a multinational company in the USA has given me deep expertise in HubSpot, making me an ideal fit for your project. In my previous role as a HubSpot executor and analyst, I worked extensively with CSV data—extracting, importing, and mapping reports to create detailed customer profiles. I built dynamic dashboards to analyze customer journeys, track performance, and take actionable steps for improvement. I also handled CSV data imports, cleaned and mapped data to HubSpot properties, and created custom properties to align with business needs. My experience in building customized CRM setups will directly support streamlining your processes and boosting operational efficiency. Additionally, my background in data migration projects ensures I can manage and import data accurately and cleanly, which is essential for working with your CSV file. Here’s what I offer: Flexibility on pricing as I’m eager to establish a strong working relationship. On-time delivery with a commitment to high-quality standards. Efficiency and accuracy in CRM customization and data management. I’m excited about the opportunity to collaborate and would love to discuss the project further. Best regards, Marwan Elhabashi.

$45 USD på 4 dage