Lead Management: Handle inbound leads from sources such as forms, chats, emails, and ads, ensuring data accuracy and addressing any inconsistencies.
Data Hygiene: Regularly audit and update the CRM database, manage duplicate records, and ensure all essential fields are correctly filled.
SOP Compliance: Enforce CRM standards, ensuring proper naming conventions and adherence to established SOPs.
SOP Creation: Understand various companies requirement and processes and subsequently create, test, and execute new SOP s/ workflows/ automations, if required.
Reporting: Create and maintain dashboards and reports for various teams, including leadership.
Workflow and Automation: Build and maintain workflows to enhance process efficiency within HubSpot.
Data Import and Management: Clean and import offline data, ensuring accuracy and proper data associations.
Monitoring Best Practices: Track outbound calls and ensure adherence to SOPs, identifying violations and best practices.
Departmental Support
Sales: Customize lead journeys, track communication logs, and manage analytics dashboards.