The problem this solves
Deals have no company attached, every department counts customers differently, and renewals live in a spreadsheet because the CRM has no place for them. Every new workflow and report inherits that mess.
How I work
I start with your sales and service process. We agree which records your company works with: companies, contacts, deals and tickets, plus custom objects for contracts, locations or subscriptions where they are justified. We also agree how records connect and which department owns which field.
Then I set it up in the portal: property groups on every object, validation rules, lifecycle stages and lead statuses, pipelines and deal stages, association labels, teams and permissions. If the portal already has data, I move values from old fields to new ones and only then archive the old fields. I update the workflows and lists that used them as part of the same work.
What you get
- Objects and associations set up in the portal and documented
- Properties in groups, with an owner and validation rules
- Lifecycle stages and lead statuses agreed by sales and marketing
- Pipelines with entry and exit criteria for each stage
- Teams and permissions that match the model
- A data model guide for your portal admin
What usually goes with this service.
HubSpot CRM Setup
A portal ready to use: users and permissions, connected email and calendars, tracking code and views for each ...
CRM Data Migration to HubSpot
Contacts, companies, deals and history from your old CRM, moved after a test import, with the database ...
HubSpot Lead Routing and Management
Every new lead goes to the right rep with a status and a follow-up date, and becomes a deal once qualified.