Customer Relationship Management Consultant
Online
I worked with Force of Nature to customize and improve their HubSpot CRM system. Previously, they had only been using the base level of HubSpot, but as the company has grown they upgraded their membership and needed help utilizing the new functionalities. They also had multiple systems that could now all be integrated into HubSpot, such as newsletters, but needed HubSpot to be set up for these other functionalities, as well as insuring all data from the other systems were added to HubSpot safely and securely.I went over the desired upgrades with the company stakeholders, researched HubSpot to identify what was possible, and then wrote out specific steps and estimated timelines to achieve the upgrades. Once the stakeholders had approved of my plan and timelines, I worked on completing upgrades to various sections of their CRM system, as well as documenting what changes I was making and how to use them. The end result of the project is that Force of Nature now has a customized CRM system for the majority of their needs, and is more automated to reduce the amount of manual work necessary to maintain a correct database.