HubSpot Sales Module Setup & Automation

$250-750 USD

Κλειστή

Αναρτήθηκε

3 μήνες πριν

$250-750 USD

Πληρωμή κατά την παράδοση

We are looking for an experienced HubSpot consultant to assist with the complete setup and implementation of several HubSpot modules, including Marketing, Sales, Customer Service, Content Hub, and Customer Success. This project will also involve integrating third-party tools such as LinkedIn Sales Navigator, Dripify, Apollo, MailChimp, and 2-3 additional tools. Our goal is to optimize our HubSpot CRM for our B2B financial services firm. Key deliverables include: HubSpot Modules Setup: Configure Marketing Hub for email campaigns, lead nurturing, and automation. Set up the Sales Hub for deal pipelines, sales sequences, and task automation. The Customer Service Hub should have a functioning ticketing system, knowledge base, and workflows for customer feedback. For the Content Hub, organize content assets and link them to workflows. Lastly, implement the Customer Success module to manage customer lifecycles and track success metrics. Third-Party Integrations: Integrate tools like LinkedIn Sales Navigator, Dripify, Apollo, MailChimp, and others into HubSpot for seamless lead generation, sales automation, and email marketing. Data Clean-Up and Advisory: We have 200,000 companies and 500,000 contacts that need auditing, deduplication, and proper segmentation for industry, geography, and lead status. CRM Architecture: Design workflows, automated processes, lead management systems, and pipelines tailored to our specific business needs. This includes configuring custom properties, lead scoring, and buyer journey mapping across marketing, sales, and customer success. Training: Provide comprehensive training for 4 marketing users and 8 sales users. This training will cover HubSpot's tools, including email marketing, deal management, sequences, automation, and reporting. Lead Attribution and Reporting: Implement a multi-touch attribution model to track lead interactions across various channels, along with detailed campaign ROI reporting. Set up custom reports and dashboards to track campaign performance, lead generation, and sales activity. Lead Distribution: Configure automated lead assignment rules based on geography, lead score, and product interest. Ensure leads are efficiently tracked and distributed to sales reps. Buyer Journey Mapping and Optimization: Refine existing buyer personas, optimize workflows for different stages of the buyer journey, and automate lead nurturing processes. Sequences: Build 8-10 custom email sequences for lead nurturing, cold outreach, and re-engagement, and provide training on managing and optimizing these sequences. Custom Reporting and Dashboards: Set up custom dashboards and reports for real-time tracking of marketing, sales, customer service, and customer success KPIs. If you're an expert in HubSpot implementations and integrations with a proven track record of CRM optimization, we would love to hear from you. Please provide details of your experience and how you plan to approach this project.

Hubspot Marketing

Hubspot

CRM

Ταυτότητα εργασίας: 38636796

Σχετικά με την εργασία

23 προτάσεις

Απομακρυσμένη Εργασία

Ενεργός/ή 2 μήνες πριν

Ψάχνεις τρόπο για να κερδίσεις μερικά χρήματα;

Διεύθυνση Email

Πλεονεκτήματα πλειοδοσίας στο Freelancer

Καθόρισε τον προϋπολογισμό σου και το χρονοδιάγραμμα

Πληρώσου για τη δουλειά σου

Περίγραψε την πρόταση σου

Η εγγραφή και η πλειοδοσία σε εργασίες είναι δωρεάν

23 freelancers δίνουν μια μέση προσφορά $553 USD για αυτή τη δουλειά

@sergei100j

Hi! I'm ready to start right now! Let me help you do it! I have 12 years of experience in this Write to me now - I will start by studying your project in more detail and make an offer with a deep analysis of your business and will offer at least 18 high-tech solutions! Contact me right now! - I simultaneously managed 300 marketing campaigns - I created websites with a conversion rate of 26% - I increase sales, traffic, profitability by more than 5 times - I increased customer traffic by 16 times - I reduced the cost of attracting clients by 14 times

$250 USD σε 1 ημέρα

5,0

(3 αξιολογήσεις)

4,8

@TransfunnelTeam

Hello, Certified HubSpot Expert, Mastering HubSpot requires a deep understanding of setup, customization, and strategic use across sales, marketing, and service hubs. It's about unlocking the platform's full potential to elevate your business. I'm a PARTNER at HubSpot and ONLY advance Implementation partner in India and SEA. As a partner, I harness my vast experience to optimize your HubSpot environment. Specializing in personalized setups and training, I'm committed to turning your HubSpot into a powerhouse of productivity and innovation. Elevate your HubSpot from operational to exceptional! I have successfully assisted my clients in achieving the following key milestones:- 1. HubSpot Implementation 2. CRM Integration 3. Data Management 4. Optimization 5. Training and Support 6. Analytics and Reporting Lets connect for discuss your requirement briefly. Best regards, Kapil

$500 USD σε 7 ημέρες

4,5

(3 αξιολογήσεις)

4,4

@seoguru17

I have great experience with Hubspot, I can help you cleaning all your data. Lets chat and discuss in details. I can start now

$800 USD σε 7 ημέρες

5,0

(2 αξιολογήσεις)

3,1

@getosi

Hi there, It’sWith extensive experience in HubSpot implementations, I’ve worked on optimizing CRM systems for B2B firms by setting up and integrating HubSpot modules like Marketing, Sales, Customer Service, and more. I’ve successfully integrated third-party tools such as LinkedIn Sales Navigator, Apollo, and MailChimp, along with conducting data clean-ups, automating workflows, and providing comprehensive training for marketing. If we move forward, you can expect: • Complete setup and configuration of HubSpot Marketing, Sales, Customer Service, Content Hub, and Customer Success modules. • Seamless integration of third-party tools like LinkedIn Sales Navigator, Dripify, Apollo, and MailChimp. • Data clean-up and segmentation of 200,000 companies and 500,000 contacts. • CRM architecture design tailored to your specific business needs, including custom properties, lead scoring, and automated processes. • Comprehensive training for your marketing and sales teams, covering all HubSpot tools. • Setup of lead attribution models, reporting, and dashboards to track campaign performance. • Buyer journey mapping and optimization, including lead nurturing and automated workflows. • Build 8-10 custom email sequences for lead nurturing, cold outreach, and re-engagement. When are you available for a quick chat or call to discuss further? The timeframe for this project is typically 4-6 weeks, depending on the complexity and integrations required. Best regards,Betty

$1.000 USD σε 21 ημέρες

5,0

(2 αξιολογήσεις)

3,2

@favourprojects25

Hi there, I am excited to respond to your request for a HubSpot consultant. My approach to this project will leverage my extensive experience in implementing and optimizing HubSpot modules, ensuring a tailored solution for your B2B financial services firm. I will comprehensively set up the Marketing Hub for effective email campaigns and lead nurturing, establish the Sales Hub with optimized deal pipelines, and create a robust ticketing system within the Customer Service Hub. Additionally, I have successfully integrated tools like LinkedIn Sales Navigator and MailChimp in previous projects, enhancing lead generation and sales automation. Given your large database of 200,000 companies and 500,000 contacts, I will conduct thorough audits for deduplication and segmentation to ensure data integrity. In a recent project with a tech client, I faced challenges with data inconsistencies and inefficient workflows. By redesigning their CRM architecture, we achieved a 40% increase in lead conversion rates within three months. What specific goals do you have for this project? I look forward to discussing how we can achieve outstanding results together!

$500 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@ahsan423

Greetings, At Dotgix Technologies, we specialize in comprehensive HubSpot implementations tailored to B2B financial services. Our experienced team will efficiently set up and optimize the Marketing, Sales, Customer Service, Content, and Customer Success modules to enhance your CRM capabilities. We will integrate essential tools like LinkedIn Sales Navigator, Dripify, and MailChimp, ensuring seamless operations for lead generation and sales automation. Our approach includes meticulous data clean-up, custom workflow design, and automated lead distribution, enabling targeted engagement. We also provide thorough training for your marketing and sales teams, focusing on HubSpot’s functionalities and best practices. With our expertise, we'll implement a multi-touch attribution model and customized reporting dashboards for real-time insights. For references, please review our previous work: freelancer.pk. Best regards Dotgix Technologies.

$500 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@OmarFarukBD

I am going to start your project right now. I understand you need a seasoned HubSpot consultant to set up and implement various HubSpot modules, including Marketing, Sales, and Customer Service, tailored for your B2B financial services firm. I will configure these modules for optimal lead management and customer success, integrate essential third-party tools like LinkedIn Sales Navigator and MailChimp, clean up your data, and provide comprehensive training for your team. My focus is on ensuring your CRM is fully optimized to enhance productivity and drive results.

$580 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@dataspro

Nice to meet you singhloki,The requirements of your project match my areas of work and skills, to introduce myself. My name is Anthony Muñoz and i am the lead engineer for DS Pro IT agency. I have worked for over 10 years as a Full-Stack and software development engineer and have successfully done multiple jobs. It will be a pleasure to work together to make your project. Feel free to discuss about the project with me, greetings.

$1.140 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@navinjha80

Hi ! my name is Navin and I am a HubSpot Solutions Partner. I also have certifications in Inbound Marketing and Sales. I have done sales automation and marketing automation projects for my clients and familiar with the various features and capabilities of HubSpot. I believe I am a suitable choice for your project as I also have exprience of using LinkedIn sales navigator, Apollo and Mailchimp. I also have setup complex email workflows in 'omnisend'. I believe my extensive experience in implementing sales and marketing process automations will help in seeing your project through. I will be happy to share the details of these projects which involved creation of custom properties and tags for deals, contacts and custom team views for object records in HubSpot. Creation of automated emails and landing pages and creation of new sales pipeline and workflows around it. I will provide 'How to' videos for your team and provide them with an interactive session on any questions they may have using the HubSpot once set-up. I look forward to listen from you and opportunity to be part of your project.

$500 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@Damilola2312

I understand the challenges of managing such a vast amount of data and the importance of effective CRM implementation. I’ve successfully assisted similar firms in the past, enhancing their workflows and integrations, which led to improved efficiency and a noticeable boost in customer satisfaction. My experience with HubSpot spans across all the modules you mentioned, and I’m well-versed in integrating third-party tools to ensure a seamless experience. Before we get started, could you share more about your current processes and any specific pain points you've encountered with your existing system? Understanding this will help me tailor the setup to meet your exact needs. I can help you configure each HubSpot module to align perfectly with your business objectives, from automating lead nurturing in the Marketing Hub to establishing a robust ticketing system in Customer Service. With a focus on data clean-up, I’ll ensure that your 200,000 companies and 500,000 contacts are organized and segmented effectively, which is crucial for targeted outreach and engagement. Additionally, I'll create tailored workflows and lead management systems that reflect your unique buyer journey. I understand that time is of the essence, and I’m ready to jump in immediately to start delivering results that will positively impact your organization. Let’s connect soon to discuss your vision and how we can make this happen. Your optimized HubSpot setup is just a step away!

$500 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@eswaratbest

I have been implementing CRM Solutions for companies globally since 2014. I'm a certified Hubspot Consultant working as a freelancer for almost a decade now. My forte is Hubspot Sales Hub, Salesforce, Zoho CRM Plus, Zoho Finance, and Zoho Creator. I also work with external integrations like biometric integrations, payroll integrations, Job board integrations, Quickbooks Integration, Website Integrations, chatbot integrations, LikedIn integrations Migrations from Multiple systems like: Salesforce & Freshsales to Hubspot Sales CRM, Zoho Project to Hubspot Sales Cloud Quickbooks to Zoho Books, Outlook to Zoho Mail, JIRA to Zoho Projects, Employee Migration to Bamboo HR I have created multiple solutions in Hubspot for companies based in UAE, Saudi, USA, and India. It would be great if we can get on a call to discuss this further.

$250 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@SamuelDigital1

Hello Potential Client At Kuda, a leading B2B financial services firm, we successfully implemented a HubSpot CRM solution that revolutionized their sales and marketing operations. By leveraging HubSpot's powerful features and integrations, they were able to: 1. Increase lead conversion rates by 30% through targeted lead nurturing and personalized outreach. 2. Improve sales efficiency by 25% by automating repetitive tasks and streamlining sales processes. 3. Enhance customer satisfaction by providing personalized support and tracking customer interactions across all channels.| I'm a professional HubSpot consultant, LinkedIn Lead generation, Data Analysis and Cold Emailing expert with a proven track record in delivering successful implementations for B2B financial services firms, I am confident in my ability to help your organization achieve similar results. My approach involves a collaborative partnership, data-driven insights, and a focus on delivering measurable value. What I will do: 1. Configure all necessary HubSpot modules to align with your specific business processes and goals. 2. Integrate essential third-party tools (LinkedIn Sales Navigator, Dripify, Apollo, MailChimp, etc.) to enhance your lead generation, sales automation, and email marketing capabilities. 3. Audit, clean, and segment your data. 4. Workflow Automation for lead nurturing, sales processes and more. Contact me now and let discuss this project in detail. Thanks.

$699 USD σε 10 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@Angiecube

With my broad expertise in CRM and proven track record of optimizing HubSpot for various businesses, I believe I am the perfect candidate for your project. Not only am I deeply knowledgeable about HubSpot tools including email marketing, deal management, sequences, automation, and reporting- but I also specialize in implementing complex third-party integrations such as LinkedIn Sales Navigator, Dripify, Apollo, MailChimp- fitting perfectly with your needs. I understand the importance of well-segmented data and how it drives successful marketing campaigns. With over 200,000 companies and 500,000 contacts that need auditing, deduplication, and proper segmentation like industry, geography and lead status; my skills in data management will ensure your campaign’s success. I will also set up custom reporting and dashboards to track campaign performance taking into account a multi-touch attribution model to track Lead interactions across various channels. I have worked extensively on workflow design and automation which is crucial in ensuring that you are operating an efficient platform. My approach always begins with understanding your unique business so that the systems I build are tailored exclusively for your needs. Plus training! Upon implementation of all these systems and processes to make sure your team is comfortable using them as well. Let's chat further about how we can optimize your HubSpot account together!

$500 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@akingbadekodell

Not only am I a seasoned and highly proficient HubSpot consultant, well-versed in setting up and optimizing all the modules you require, but my skills extend beyond that to the likes of LinkedIn Sales Navigator, Dripify, Apollo, MailChimp, and other third-party integrations you require. With my expertise, your B2B financial services firm can leverage all the features HubSpot offers for maximum returns. Additionally, I'm experienced in not just setting up workflows but also designing them with buyer personas and specific business needs in mind. This includes thoroughly auditing your existing 200,000 companies and 500,000 contacts for deduplication and proper segmentation to ensure clean data management. Properly mapping your customer's journey through various stages is key to increasing conversions and I have a knack for that as well. Moreover, as is evident from my previous projects, I not only design automated processes but also provide comprehensive training on their usage. I'll make sure your 4 marketing users and 8 sales users are equipped with all the knowledge they need on HubSpot's email marketing tools, deal management systems, automation options such as sequences, among others. To uphold my commitment to delivering success with ROI of campaigns tracking lead interaction across channels in focus dashboards and producing tailored reports would be set up.

$500 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@omotolao3

Hello, Have you already set up any of the HubSpot modules, or will this be a complete implementation? Based on your requirements, I will assist with configuring all necessary modules, integrating third-party tools, and managing the data clean-up for your CRM. I've successfully integrated popular tools such as LinkedIn Sales Navigator, Dripify, Apollo, and MailChimp with HubSpot for seamless lead generation, sales automation, and email marketing. With an unwavering attention to detail, I'll audit and clean your vast database of 200,000 companies and 500,000 contacts to ensure proper segmentation for industry, geography, and lead status. This way we maximize the potential of your CRM for an effective B2B financial space strategy. I'm no stranger to designing workflows tailored to specific business needs. In addition to setting up custom properties, lead scoring systems, and buyer journey mapping across marketing and sales that align with the financial services context you operate in as well as the demands of the Customer Success module you need implemented. My training is thorough yet accessible so that your 4 marketing users and 8 sales users will not only know how the HubSpot tools work but also how to leverage them optimally for email marketing, deal management, sequences, automation, reporting etc. I look forward to the possibility of discussing this project further with you. I am available to hop on a call too.

$300 USD σε 5 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@SimeonSolutions

Here is my portfolio website Hello there I’d love to assist with your HubSpot setup and integrations. With extensive experience in CRM optimization and third-party integrations, I can ensure a seamless implementation tailored to your financial services firm. My Approach: HubSpot Modules Setup: Marketing Hub: Email campaigns, lead nurturing, automation. Sales Hub: Deal pipelines, sequences, task automation. Customer Service Hub: Ticketing system, knowledge base, customer feedback workflows. Content Hub: Organize content assets, link to workflows. Customer Success: Manage lifecycles, track success metrics. Third-Party Integrations: I’ll integrate LinkedIn Sales Navigator, Dripify, Apollo, MailChimp, and other tools for seamless automation and lead generation. Data Clean-Up: Audit, deduplicate, and segment 200,000 companies and 500,000 contacts by industry, geography, and lead status. CRM Architecture: Custom workflows, lead scoring, buyer journey mapping, and pipeline design to meet your business goals. Training: Train 4 marketing and 8 sales users on HubSpot tools, sequences, automation, and reporting. Lead Attribution & Reporting: Implement multi-touch attribution and set up custom reports and dashboards for KPI tracking. Buyer Journey Optimization & Sequences: Build 8-10 custom email sequences for lead nurturing and re-engagement. I’m confident in delivering a solution that optimizes your CRM and drives business growth. Let’s discuss further. Best regards, Simeon

$500 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@Urielcreative

Dear Hiring Manager, I am excited to apply for the HubSpot Sales Module Setup & Automation project. With extensive experience in HubSpot CRM and automation, I can efficiently set up and optimize your Sales Module to streamline your processes and improve lead management. I have worked on numerous HubSpot implementations, customizing sales pipelines, workflows, and automation tailored to business needs. My focus is on improving functionality and ensuring the system is set up for maximum efficiency, helping your team close deals faster. I also specialize in setting up automation that enhances lead nurturing and improves the overall customer journey. I pride myself on clear communication and collaboration, ensuring that any changes or updates are fully aligned with your goals. I am confident that my skills in HubSpot automation will help drive your sales performance. I look forward to discussing how I can help with this project. Sincerely, Emmanuel

$500 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@Brgklyn

As a certified Hubspot Onboarding Specialist and CRM Consultant specialised in the customised technical implementation of Marketing, Sales, Service, and Operation Hubs, I have acquired the profound level expertise within the Hubspot domain. My portfolio includes +30 successfully completed HubSpot projects, including clients such as Bosch AG and ThyssenKrupp AG.

$700 USD σε 21 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@vikrams49

Hi there, Transform your HubSpot CRM into a powerful engine for growth—with my proven expertise, I can streamline your entire HubSpot setup, ensuring seamless integration of all tools and optimizing your workflows for peak performance. I am excited about the opportunity to assist with your complete HubSpot setup and integration. As a HubSpot Solutions Partner with extensive experience, I can provide tailored solutions for your B2B financial services firm. Here’s a brief overview of my approach: I will configure the Marketing, Sales, Customer Service, Content, and Customer Success Hubs for optimal performance, focusing on automation, lead nurturing, and customer lifecycle management. Seamless integration of LinkedIn Sales Navigator, Dripify, Apollo, MailChimp, and other tools to streamline lead generation, sales automation, and email marketing. Comprehensive audit, deduplication, and segmentation of 200,000 companies and 500,000 contacts to improve CRM efficiency. Custom workflows, pipelines, lead scoring, and buyer journey mapping to enhance your lead management system. With a proven track record in HubSpot implementation and integrations, I’m confident in delivering a fully optimized solution that meets your needs. I’d be happy to discuss this further at your convenience. Best regards, Vikram Singh

$500 USD σε 7 ημέρες

0,0

(0 αξιολογήσεις)

0,0

@Arcsncurves

Hi We've helped many businesses just like yours achieve their marketing and sales objectives. As a trusted HubSpot Platinum Partner, we're committed to delivering exceptional results. we can streamline your processes, enhance your data, and empower your team with the tools they need to succeed. Comprehensive HubSpot Setup: We'll configure Marketing, Sales, Customer Service, Content Hub, and Customer Success modules to align with your unique business needs. Seamless Integrations :Connect third-party tools like LinkedIn Sales Navigator, Apollo, and MailChimp for a unified platform. Data Cleanup and Segmentation :Organize your 200,000 companies and 500,000 contacts for better targeting and insights. Custom CRM Architecture: We'll design a CRM that supports your specific processes, including custom properties, lead scoring, and automation. Comprehensive Training: Empower your teams with in-depth training on all HubSpot tools. Performance Tracking: Set up lead attribution models, reporting, and dashboards to measure campaign effectiveness. Buyer Journey Optimization :Map your customer's journey and create tailored lead nurturing and automated workflows. Custom Email Sequences: Develop 8-10 targeted email sequences for lead nurturing, cold outreach, and re-engagement. We look forward to discuss this in details

$500 USD σε 30 ημέρες