Need a HUBSPOT expert to help us set up Hubspot
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Post a project like this$300
- Posted:
- Proposals: 10
- Remote
- #3435449
- OPPORTUNITY
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Description
Experience Level: Intermediate
We are an ELDERLY HOME CARE COMPANY looking for an expert in Hubspot to help us set up our system on Hubspot. The winning candidate must have a strong understanding of Hubspot and significant experience using it. You MUST demonstrate that you have used this system. Also, the winning candidate must understanding how OUR process works FIRST, in order to set it up properly. We need help with the following:
--Set up proper fields so we can easily import our client data in Hubspot.
--Create a separate database of our caregivers and their current/past assignments.
--Set up HS so our "Care Advisors" (sales people) can easily enter data on leads and convert them into closings, and assign caregivers.
--Use HS to assign caregivers to cases with the relevant data on the caregiver.
--Create ways for Care Advisors to track and provide details on incoming leads--calls, messages, texts, etc.
Set up HS to be able to notify finance to create an invoice with the proper information on price, client details, terms, etc.
WE ARE BASED IN MALAYSIA AND PREFER CANDIDATES IN MALAYSIA OR SE ASIA.
--Set up proper fields so we can easily import our client data in Hubspot.
--Create a separate database of our caregivers and their current/past assignments.
--Set up HS so our "Care Advisors" (sales people) can easily enter data on leads and convert them into closings, and assign caregivers.
--Use HS to assign caregivers to cases with the relevant data on the caregiver.
--Create ways for Care Advisors to track and provide details on incoming leads--calls, messages, texts, etc.
Set up HS to be able to notify finance to create an invoice with the proper information on price, client details, terms, etc.
WE ARE BASED IN MALAYSIA AND PREFER CANDIDATES IN MALAYSIA OR SE ASIA.
Andrew M.
100% (10)Projects Completed
9
Freelancers worked with
7
Projects awarded
45%
Last project
29 Jun 2022
Malaysia
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